$MRNA clean test of weekly 8ema and back near 200. Thing has insane legs. Super wicky the last few days.
$RSP needs a break below monthly 8ema to see a real sell at index level imo. Around 210.
READ: FCC Seeks Input on Simplifying Satellite Communications Rules for Drones🛰️
"The FCC states that its goal is to support a competitive drone connectivity market with multiple providers and fewer barriers to entry."
Learn more👇 dronelife.com/2026/10/26/fcc…
Let's see $SOXX 522 and recalibrate on bull/bear slant there
Could be the bottom in high beta or could be a nice last bear market rally
Also: friendly reminder that sharp ups/downs are the best way to drop 2x ETFs to zero (if you're so inclined as a market maker)
Kevin retweeted
$LPTH LightPath Technologies Secures Order for Over 50,000 Optical Assemblies for Drones from Key Defense Customer
*High-volume order underscores LightPath's growing role as a trusted optics supplier to the rapidly scaling defense drone market
lightpath.com/press-viewer?h…
Excited to share full data for BEAM-301 in GSD1a, covering the first two dose cohorts
** Importantly, 2/3 patients at the 2nd dose level achieved maximum fasting duration and no longer require corn starch supplementation after a single dose of BEAM-301
globenewswire.com/news-relea…
Interesting perspective
Gavin Baker says the Anthropic S-1 will break a lot of investors' brains
"The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized."
"Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing."
"These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire."
"They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone."
"It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."
Wow
$KO Coca-Cola beats Q3 2026 expectations and raises FY guidance.
🔸 Revenue: $13.40B vs. $12.92B est.
🔸 Adj. EPS: $0.91 vs. $0.88 est.
🔸 Global volume: +5%
🔸 Operating margin: 33.4%
FY26 outlook:
🔸 Organic revenue growth: +5%
🔸 Adj. EPS growth: +11%
Strong quarter driven by solid volume growth and earnings momentum.
Absolutely wild, yet plausible, claim:
SpaceX running interference to enable a Kremlin attack in space.
Watch this carefully, if the numbers get independent verification, massive
$SPCX #Iceye #Kosmos
SpaceX Blocked A U.S. And NATO Satellite to Assist a Russian Intercept After Crippling Ukraine's Air Defenses
The Math Proves the Reality that Musk doesn't want you to see.
On Oct 13-14, SpaceX restricted Starshield/Starlink during a 39-missile Russian attack, cutting Ukrainian drone intercepts by 23% and stranding U.S. personnel in Kyiv. Forty-eight hours later (Oct 15), SpaceX blocked U.S.-licensed NRO, Space Force, and NATO radar satellite ICEYE-X36 in orbit so Russia's COSMOS 2612 weapon could intercept it (99.89%-99.98% posterior)
Our Model Demonstrates that the Russian intercept of the US/NATO ICEYE X-36 satellite (contemporaneous with the throttling of Starlink) would not have been possible, and almost certainly not been attempted, without SpaceX resources. At a material opportunity cost, Russia sprinted its COSMOS satellite to intercept ICEYE X36. Based on a previous attempt in June during which X36 maneuvered to evade COSMOS, Russia knew that this would be successful only if X36 could not maneuver. On October 15, SpaceX fixed X36 in place by issuing a collision alert for a sub-kilometer approach with its Starlink 35856 when SpaceX's own data shows that the actual distance was 4.8-5.0x as great. SpaceX issued no warning to COSMOS despite the fact that its sprint was far more threatening than the stable X36 orbit. SpaceX did not maneuver its Starlink 35856 satellite to clear the supposed collision risk. How, absent coordination with SpaceX, could Russia have known that SpaceX would take actions that (a) misrepresented the danger posed by X36, and (b) resulted in the fixing of X36 thereby enabling COSMOS's successful intercept? Thus, SpaceX was directly involved in simultaneously compromising Ukraine’s defensive and offensive capabilities. The conjunction of these two events makes innocent explanations untenable.
The Pentagon Capture & Iran Round Two Trap: Pentagon CTO Emil Michael who cashed out $7M–$35M from Musk’s inner-circle SpaceX vehicles (M8/Gigafund 0.1 and M6/Valor M33 II) and KQ Partners / xAI (selling xAIfor $5M–$25M three days before taking over CDAO/OSCand 21 days before SpaceX bought xAI, while keeping M8, M6, M9, M10 & Nomadic open) and Pete Hegseth purged rival Anthropic in two hours, surrendered combat command over US drones used to attack Iran to Starlink’s "Terms of Service," and on October 2 named Musk Co-Director of Project Meridian to design the Pentagon's "Future of Warfighting" just as America enters Iran Round Twowith depleted Patriot/THAAD magazines and Russia feeding U.S. warship/aircraft locations to Tehran.
SpaceX’s actions in Ukraine raise serious questions about its alignment with US security interests and its reliability as a cornerstone of US defense. These questions are particularly troubling given the effectively irreplaceable position SpaceX has been granted by the Hegseth/Emil Michael Pentagon.
$SPCX $TSLA
Our full quantitative analysis below w/ @streetwiseprof
Time to start studying Chinese market a bit more imo
China's 2008 is happening now.
Property investment in China dropped -21% YoY in the first 9 months of 2026, its largest decline for this period of the year on record.
This marks a deterioration from a -20% YoY decline in the first 8 months of 2026.
The latest drop is also significantly worse than the -16% decline recorded during the 2020 pandemic.
Property investment in China has now contracted every month since 2022, its longest declining streak on record.
For perspective, during the 2008 Financial Crisis, this figure never fell below +1% YoY growth.
China's property sector is experiencing a historic downturn.
Elon and Russ Vought, no?
Market moving stuff here possible.
Get ready for the most insane corporate espionage you have ever seen
EXCLUSIVE: In less than 12 hours, a group of ex-DOGE cyber researchers were able to penetrate Anthropic’s systems using AI agents — including Slack channels where the most sensitive models are discussed.
This is just weeks after
Anthropic whistleblower Joseph Coxon charged the company w/launching “a hubristic gamble” from a “private company’s Slack.”
Read our story here (gift link):
wapo.st/4smNlsC



























