SPACula retweeted
🚨 BREAKING: Did MrBeast just stealth-test the future of telecom?
In his new clip, people are calling each other from the desert, the Amazon, AND Antarctica. The catch? They are using regular iPhones.
The video is sponsored by Google. But wait... how do you get cell service in Antarctica?
Here is the missing puzzle piece: Google has a massive partnership with $ASTS (AST SpaceMobile). 🛰
ASTS beams broadband from space directly to everyday smartphones. No satellite dish needed.
Is this a low-key showcase of the ASTS network in action? What do you guys think?
SPACula retweeted
$NTWO / @FortRobotics 11.2M of volume for day 1 of DA. Did not expect that amount on a market down day. I guess appetite for robotics is still there.
SPACula retweeted
JUST IN: JERSEY MIKE'S SUBS HAS FILED FOR AN IPO
The sandwich chain applied to list its Class A common stock on the NYSE under the ticker $JMKE, per its SEC filing.
No price range or share count disclosed yet.
SPACula retweeted
$ASTS “Hiring 500+ employees” just for Midland - targeting various technician and production roles.
Ramping up!
ast-science.com/company/care…
SPACula retweeted
White House has published a full list of business leaders who are joining President Trump on his trip to China:
1. Elon Musk, Tesla and SpaceX CEO
2. Tim Cook, Apple CEO
3. Larry Fink, BlackRock CEO
4. Stephen Schwarzman, Blackstone CEO
5. David Solomon, Goldman Sachs CEO
6. Jane Fraser, Citigroup CEO
7. Kelly Ortberg, Boeing CEO
8. Michael Miebach, Mastercard CEO
9. Ryan McInerney, Visa CEO
10. Larry Culp, GE CEO
11. Sanjay Mehrotra, Micron CEO
12. Cristiano Amon, Qualcomm CEO
13. Brian Sikes, Cargill CEO
14. Dina Powell McCormick, Meta Executive
15. Jacob Thaysen, Illumina CEO
16. Jim Anderson, Coherent CEO
SPACula retweeted
GS Desk: Megacap tech ... first takes --- TRADER CIRCULATIONS
$AMZN -4%.... +28% AWS growth y/y, light of whispers, however Cloud margins better
$META -4%... Beat for qtr, however raising FY Capex guide
$MSFT +2%... +39% Azure growth, likely good enough given setup
$GOOGL +5%... +63% GCP growth, big #, should be good enough
SPACula retweeted
Currently the 3 largest open interest options for $ASTS are call options all in June.
June 18 2026 180C : 28,035
June 18 2026 170C : 24,742
June 18 2026 100C : 13,497
Over 5m shares worth of option contracts betting on more than a 2x in less than 2 months.
Probably nothing.
SPACula retweeted
$CEPT / $SECZ wild news today & implications:
* NYSE premier design partner = they are writing the standard = regulatory moat building
* Original 2026 projection ~75 public equities -> now potentially up to 2,800 NYSE equities
* Further institutional validation: First Blackrock, now NYSE choosing Securitize for tokenized equity infrastructure.
This is what a layup looks like, gang.
So summarizing, @securitize will be the first TA and tokenization platform chosen by @nyse, we will be their design partner for their digital transfer agent program to develop standards for native tokenization and on-chain settlement of tokenized securities, and our BD Securitize Markets will be a market participant on their upcoming Digital Trading Platform. Very proud and humbled to have been chosen by @nyse for this role, and thanks to @mblaugrund for steering the partnership
SPACula retweeted
Top Yield Generating RWA by Total Value Locked in 2025
1.BUIDL @Securitize - 1.73B
2. syrupUSDC @maplefinance - 1.46B
2.USYC @circle - 1.37B
3.JAA @centrifuge - 1.02B
5. OUSG @OndoFinance - 829M
SPACula retweeted
Starting to get excited about $CEPT. S-4 filed tonight shows 9 months rev +842% y/y to $56 million with 87.3% gross margin. Company is already EBITDA positive w/ $25 million YTD. And the YTD numbers imply the full year rev/EBITDA projections are sandbagged. Unless there is some weird seasonality that didn't exist last year, actual '25 rev and EBITDA should be well above the projected $69 million and $17 million. My guess is $85 million and $40 million.
Of the $110mn of projected '26 rev, $85 million is already on contract and recurring. Should be lots of upside in '26 also.
Aligned with a great theme, huge topline growth, 85-90% gross margins. $1.7bn pro forma EV looks pretty good to me. Think it will run.
sec.gov/Archives/edgar/data/…