green league retweeted
WE HAVE CRITICALITY!
Oklo has completed first criticality at its Groves Isotope Test Reactor.
Built in less than a year under the @ENERGY’s Reactor Pilot Program, Groves offers a concrete blueprint for future advanced nuclear deployment as the fastest fully privately financed and built reactor project of its kind.
Today, Oklo proves that advanced reactors can be built, started, and operated faster than anyone thought possible and shows the world that America can build nuclear again.
oklo.com/newsroom/news-detai…
green league retweeted
🚨 FUNDSTRAT'S TOM LEE (@FUNDSTRAT) ON WHY THE AI BUBBLE PEAK IS PROBABLY STILL 7 YEARS AWAY:
"Between 1993 and 2000, Cisco went down 50% twice. So you had nearly a wipe-out twice. And I think we're basically today in 1997. I think we're far from a bubble"
He points to wireless as the roadmap:
"Wireless was an S-curve, grew exponentially for 25 years. The stocks peaked 10 years into the cycle"
And when he thinks the top comes:
"I think the AI cycle, even if it's 25 years, the bubble is probably around 2033, the bubble peak"
green league retweeted
🚨: Dr. Patrick Soon-Shiong unveils "Anktiva Cancer Treatment" activating body's natural cancer killing cells
green league retweeted
Electron's 100th mission. It's almost time.
"The Mountain God Rises" will carry a QPS-SAR satellite for @QPS_Inc to a 575km LEO from Launch Complex 1 no earlier than Saturday Nov 14.
Launch window opens:
🚀6:30pm NZDT
🚀05:30 UTC
🚀2:30pm JST
🚀12:30am Eastern
🚀9:30pm Pacific (Nov 13)
green league retweeted
Over a decade ago in pursuit of moving data at the speed of light..Bahram one of the world’s greatest photonic scientist!
Stay tuned @Nantworks
green league retweeted
$IBRX The next few weeks are likely to be volatile and uncertain no matter what you’re holding or trading. Have conviction if not, get out. We’re holding a diamond in the rough. Hold your positions and wait until next year, or until the Middle East situation stabilizes. DYOR
green league retweeted
TOM LEE SAYS THE TECH SELLOFF IS NEARING ITS END AND HE WOULD BUY THE DIP
@fundstrat believes several major market headwinds are fading while AI investment remains justified:
- AI infrastructure spending is not excessive, with mobile networks and roadways each requiring roughly $25 trillion in investment
- Shorting tech has become a consensus trade, suggesting the selloff may be in its final stages
- Interest rates have fallen back below 5% and the Fed could turn dovish, although debt market restrictions and war uncertainty remain risks
green league retweeted
Mühlbauer’s VP of Sales for its battery division spoke on LinkedIn about the partnership with $QS. He calls it a major milestone for the industry and thanks QuantumScape for its trust. He also mentions Mühlbauer’s technology enhancements, which matches the press release: Mühlbauer said it evaluated the Eagle Line processes on-site in San Jose and developed enhancements for mass production.
A Reddit user also believes he spotted him in the Eagle Line inauguration video from last February. The identification isn’t confirmed, but it fits his background: at Mühlbauer since 2022, he started in the US, in Newport News, where he was building the market for Li-ion and solid-state cell production equipment.
And Mühlbauer’s “Project COBRA” stacking line was presented back in May 2025 as designed for lithium-metal and solid-state.
Mühlbauer was probably following the Eagle Line from the start.
green league retweeted
$RKLB h/t @TobyDDRice
New interview with Rocket Lab COO Frank Klein!
A few things that stood out:
"When I joined Rocket Lab in 2024, we were manufacturing 15 Electron rockets a year. Next year, we'll be producing more than twice as many."
He was asked whether Rocket Lab, as an American company, might miss out on European launch contracts due to Europe's push for sovereignty:
"Nobody is going to pay two or three times as much just to have a rocket that is 100% built in Germany. That would be absolutely irresponsible."
On the retirement of Falcon and future launch capacity:
"When Elon Musk retires the Falcon, there will be an alternative. We're discussing this with the German federal government as well as with ESA. If the German government wants to send satellites into space in 2030, now is the right time to secure launch capacity."
With Germany planning to spend $41.1 billion on defence space technologies over the next five years, this could be a big opportunity for Rocket Lab.
Overall, he sounds very bullish, and it makes me even more confident that 2027 is going to be a huge year for Rocket Lab!
green league retweeted
. @fundstrat's Tom Lee on @PowerLunch: investors don’t have conviction until after the midterms.
The day after Election Day, @MarkNewtonCMT and @TomBlock_FS break down what the results could mean for stocks and policy.
Wed, Nov 4, 2 p.m. ET:research.fundstratdirect.com…
green league retweeted
The Terafab project is going well
STRONG SIGNAL 🚨 Terafab is moving forward at lightning speed because the engineers themselves have the authority to make decisions 🔥
According to Korea’s The Elec, a Korean supplier executive said that even questions sent during the early morning hours in the US get answered within 30 minutes to an hour. In his view, working with Terafab is completely different from dealing with conventional semiconductor customers.
An executive at an overseas equipment maker went even further: “I’ve never seen this level of execution speed in the semiconductor industry.”
Building a fab involves countless questions like these, across every tool and material that goes into it. When each one gets a fast answer, the time saved keeps compounding, and that could add up to a serious head start before a single wafer is even processed.
The chip industry spent decades perfecting how a fab should run. Terafab is being built by engineers who answer a supplier’s question before the US is even awake and are trusted to decide on the spot, and that may turn out to be the most disruptive process change of all.
green league retweeted
$IONQ reports Q3 2026 results on November 5 after the close
IonQ will publish its third quarter 2026 financial results on Thursday, November 5, after market close, with a conference call at 4:30 PM ET.
→ Q2 2026 revenue: $80.1M, up 287% year over year
→ FY2026 outlook: $450M to $460M, including SkyWater from July 31
→ Q3 revenue consensus: about $141M.
In his April 30 letter to shareholders, Chairman & CEO @NiccoloDeMasi wrote: "I recognized then - as I do even more clearly today - a generational opportunity to build the definitive platform for the next century of computation."
With a full-year outlook of up to $460M, that opportunity is already turning into revenue.
🔗 investors.ionq.com/news/news…
#IonQ #QuantumComputing
Mark your calendar for IonQ's Q3 2026 earnings call on Thursday, November 5 at 4:30 pm ET.
Join us to hear Chairman & CEO @NiccoloDeMasi and COO & CFO Inder Singh as they share our financial results and business highlights.
Register for the earnings call → lnkd.in/eN-fTXQE
#IonQ #QuantumIsNow #FutureOfQuantum
green league retweeted
Ondas will report Q3 2026 financial results on November 12, 2026. Management will host a conference call and live webcast at 8:30 a.m. ET, followed by Q&A. $ONDS
ondas.com/post/ondas-to-repo…
green league retweeted
Triple digits unlocked. 💯🚀
The 100th Electron has left the factory, headed for launch.
Thank you and congratulations to the many people behind this rocket, and the 99 before it.
green league retweeted
$ONDS has a pretty interesting opportunity with FEMA opening up $250M in counter-drone grants for local agencies ahead of 2028 Olympics.
And with over 3K Dronebusters delivered plus experience at major sporting events Ondas already has a track record as counter-drone spending expands beyond the military.
green league retweeted
🚨👀 VANGUARD JUST FILED A 13G FOR $ONDS DISCLOSING OWNERSHIP OF 28.8M SHARES‼️
This is an increase of 3.2m shares QoQ, and Vanguard now own 4.94% of the company. This fell from 5.16% QoQ due to share issuance.
Note: This is passive index accumulation.
🔗 ir.ondas.com/sec-filings-ema…
green league retweeted
TOM LEE SEES A MINIMUM 25X UPSIDE FOR ETHEREUM
$BMNR has been under pressure, and shareholders are feeling it.
But listen to the scale of what @fundstrat is predicting.
A minimum 25x rally in ETH this cycle, following five years of consolidation.
Tom points to previous Ethereum breakouts of 54x and 227x, with tokenization, AI and institutional adoption potentially fueling the next expansion.
It's an extraordinary prediction from the man leading BitMine's Ethereum strategy.
The uncomfortable question: what would need to happen for Ethereum to justify that valuation?
green league retweeted
What does sovereign AI mean for defense?
A new episode of Edge of Certainty is here. @regna_ai Interim CEO @Ryan_M_Hartman joins @PalantirTech's Elias Davis to introduce Regna AI and discuss its approach to sovereign, mission-specific AI for defense. $ONDS
Watch at youtube.com/watch?v=LMx-z7GR…
green league retweeted
Rocket Lab Space Structures Complex Update 2
October 26, 2026
Middle River, Maryland
For the first time, we have Rocket Lab Neutron hardware at the lagoon, getting ready to be picked up for shipment to Wallops!!
No sign of a tug and barge yet, but I'm on the lookout.
@NASASpaceflight – at Middle River, MD
green league retweeted
$RKLB: Neutron's Stage 2 and Thrust Module just left the factory on a barge, headed for the launch pad.
The hardware is crossing Chesapeake Bay to Launch Complex 3 at Wallops Island, Virginia.
Once it arrives, the Thrust Module goes straight onto the launch mount for integrated fluids tests and pad interface checkouts.
It’s a beautiful day to set sail with the next pieces of Neutron flight hardware to Launch Complex 3.
Earlier today we sent Neutron’s Stage 2 and Thrust Module out of the Neutron Factory and onto a barge for transport through Chesapeake Bay to Wallops Island in Virginia.
Once it arrives, the Thrust Module will go straight onto the launch mount at LC-3 for check outs and the beginning of wider systems demonstrations including integrated fluids tests and module-to-launch-mount interface checkouts. With no strongback on the launch mount by design, Neutron’s Thrust Module is the rocket’s only physical interface to the launch pad, which this upcoming test campaign enables us to test early before the entire vehicle comes together.
