I love that we’re the new Rome. Peace with Persia in the afternoon and a gladiator fight in the evening, all on the Emperor’s birthday. Another 1,000 years.

someone please tell me if I’m retarded but the Anthropic news is the most bullish thing that has ever happened

POV: Me and the SpaceX lunch lady when she becomes a millionaire after the IPO.

🚨 Breaking : Eight as yet unnamed players from the current England squad are said to have disappeared from the teams World Cup base and are rumoured to be claiming asylum in the US More to follow …..

$ASTS Questions for #SpaceMob: 1. Meaning of “Falcon 9 launch campaign”? 2. How many rocket emojis do you see?

$MRLN — my longest and most comprehensive update ever. 25 sections, 12 appendices, 100 GB of flight data, contracts and filings parsed into one piece. Anduril just printed $14B. Shield AI $2.7B. Saronic $9.25B. The whole autonomous defense category is re-rating in front of everyone, and there's exactly one crewed-aircraft autonomy pure-play you can buy on a US exchange. $674M company. Free float of maybe 3.6 to 5 million shares. IBKR borrow hit 99.93% in April. Almost nothing to short, almost nothing to buy. A pre-revenue defense name doesn't tell you much through earnings, so you read it three other ways: the org chart, the airframes, and the contract trail. All three moved this month. Org chart: a former Secretary of the Navy on the board whose other seats are Fincantieri, Saronic and Kongsberg. An SVP Engineering out of the X-47B and MQ-25 carrier autonomy programs. Three customer-facing P&L lanes, plus five DC capture roles posted in nine days. Contract trail: a first-ever Missile Defense Agency award showing up on USAspending. A GE Aerospace co-development deal putting Merlin's stack on a flight management system installed across 14,000 aircraft. A KC-135 program drawing engagement from active-duty Air Mobility Command officers and a retired four-star. Then the calendar. Six catalysts I'd rate top priority in the 111 days between now and the Sept 16 lockup. HONA Investor Day. Farnborough. Q2 earnings. The lockup itself. A KC-135 demo window. Most front-loaded quarter this stock has had since it went public. Full breakdown covers capital structure and the conversion-date-reset math, the contract pipeline vehicle by vehicle, four scenario valuations, the bear case written honestly, the full risk register, and a 20-item watchlist with exact tripwires. Free for all. Read it before the calendar starts firing. shawarmacapital.substack.com… Long $MRLN. Research synthesis, not investment advice.

we like the stonk $ASTS choo choo bitches