Joined November 2019
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2 Jul 2023
Please read/review the latest updated disclaimer for this account and/or service here: open.substack.com/pub/oracle…

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$LASE announcing purchase order in blog "A U.S.-based manufacturer of high-performance actuation and process controls has acquired a CleanTech laser cleaning system by Laser Photonics" Teases as an 'unnamed manufacturer' laserphotonics.com/blog/proc…
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$BABA Burry buy Burry adds to $BABA position Substack
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$PYPL Burry Bury adds to $PYPL position Substack
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$VELO $SPCX CEO sharing link confirming relationship SpaceX IPO Puts a Major 3D Printing Powerhouse on Wall Street During Velo3D’s rise, SpaceX emerged as one of the company’s most important customers
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$FFAI teasing humanoid robot reveal 6/16
Something new from FF EAI, revealed 6.16. 👀 We're clearing the glass one day at a time. Reserve your livestream spot 👇 ff.com/us/eai-launch-event-i… #Humanoid #Robotics #EmbodiedAI #FFEAI #LaunchEvent
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$LASR $SPCX altucher takeover note "James and I were expecting to see Elon Musk acquire this company" "A buyout announcement next week could seriously change the tune of the way this position is playing out and generate a massive winner for us" "LASR is a perfect pick for Elon, especially as he looks to bolster SpaceX and Starlink against competition" Paradigm
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$SMCI $SPCX Space Data center partnerhsip SMCI says will support SpaceX data centers in space Supermicro is proud to support SpaceX and @xai 's bold vision, including the ambitious plan for a Gigawatt AI data center in space
Congratulations to @elonmusk and all our friends at @SpaceX on their IPO launch! Supermicro is proud to support SpaceX and @xai's bold vision, including the ambitious plan for a Gigawatt AI data center in space. Wishing the entire team tremendous success ahead.
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$HOOD record-breaking traffic today HOOD: Robinhood saw record-breaking traffic today Statement
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$MRK FDA approval FDA approves belzutifan with pembrolizumab for adjuvant treatment of renal cell carcinoma FDA
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$NKE $SPCX shoes going viral on social
Get the f' out! Who can get me these shoes? Seriously. Who? $SPCX
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$SPY PAKISTAN PM SHARIF: WE CAN CONFIRM THAT A FINAL, AGREED UPON TEXT OF THE PEACE DEAL HAS BEEN REACHED AND PAKISTAN IS NOW WORKING CLOSELY WITH BOTH SIDES TO FINALIZE THE NEXT STEPS
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$ZS CRN exclusive positive piece out on name EXCLUSIVE: ZS customers say Zscaler Has ‘Incredible Advantage’ For Securing AI Agent Boom Partners say Zscaler has a “significant lead” in securing agentic AI because its Zero Trust Exchange can extend naturally from crn.com/news/security/2026/z…
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$BTU Coal emergency order U.S. Secretary of Energy Chris Wright issues an emergency order to keep affordable, reliable, and secure coal generation online and address critical grid reliability issues facing the Northwestern region of the United States DOE
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$DFTX $ATAI New Bill In Congress Would Let States Force Federal Reclassification Of Drugs Like Marijuana And Psychedelics MM
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$SPY ARAGHCHI (IRAN FM): ISLAMABAD MEMORANDUM OF UNDERSTANDING HAS NEVER BEEN CLOSER
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$RIVN California deal SCOOP: California’s Department of Transportation has recently ordered 524 additional Rivian vehicles, public procurement records show EV
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$SEDG Banyan Hill long idea "This is an underrated play on the biggest shift in energy history"
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$FRMI JV partnership speculation FRMI "will announce one or more transactions with a tenant and/or JV partner"
$FRMI important filing. This is a DEFC14A consent revocation statement, basically Fermi’s current board responding to former CEO/co-founder Toby Neugebauer’s attempt to call a special shareholder meeting and regain influence over the company. The bullish part is that Fermi says Fermi 2.0 is already in active strategic discussions. Since Toby’s removal, the company says it has held preliminary discussions with seven potential tenants and twelve potential JV partners, with more advanced negotiations ongoing. Fermi also says it is increasingly confident it will announce one or more transactions with a tenant and/or JV partner, although there are no guarantees yet. This is not a signed tenant agreement, so the thesis is not de-risked yet. But it confirms the tenant/JV process is alive, active. If you still believe in AI growth as much as I do, a deal is just a matter of time, fermi will rip, the upside potential here is quite big. Link: bamsec.com/filing/1213900260…
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$SPY IRAN HAS NOT YET APPROVED ANY TEXT FOR AGREEMENT WITH US: FARS
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