If you are not buying $NVDA at this ridiculous price you do not want to be rich.
NFA
Slava | $10k to $100k retweeted
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🚨 $ASTS Q3 EARNINGS ARE OUT!
Revenue: $42.3M vs $46.6M expected (MISS)
EPS: -$0.44 vs -$0.40 expected (MISS)
Cash & Liquidity: ~$3.2 BILLION
FY2026 revenue guidance maintained at $150M-$200M.
But here’s what caught my attention:
~45 BlueBird satellites targeted in orbit by mid-2027
100+ satellite deployments planned across 2027-2028
New reusable Blacklift rocket planned for 2028
The numbers missed, but the bigger question is execution.
Can ASTS deploy its constellation fast enough to turn this massive opportunity into actual revenue?
I’m watching the launch schedule much more closely than EPS.
Slava | $10k to $100k retweeted
What do we need from $HIMS tonight to give this stock some stimulus
Slava | $10k to $100k retweeted
$RKLB earnings tonight. Is rocket lab about to prove it belongs in the same conversations as Elon Musk SpaceX
🚨 $RKLB IS DOWN 8.2% AFTER HOURS!
And this is AFTER rallying 10.9% today!
Revenue beat expectations:
$267.8M vs $257.2M expected.
But EPS missed:
-$0.12 vs -$0.07 expected.
The stock rallied nearly 28% in just TWO sessions before earnings.
I think expectations simply got too high.
Strong revenue growth, but profitability and Neutron’s delayed launch remain major concerns.
Great company growth doesn’t always mean a great stock reaction.
🚨 $RKLB EARNINGS ARE OUT!
Revenue: $267.8M vs. $257.2M expected (BEAT)
EPS: -$0.12 vs. -$0.07 expected (MISS)
Revenue up 73% YoY and 14% QoQ!
Rocket Lab is growing incredibly fast, but profitability remains a concern.
The question is whether this growth can eventually translate into sustainable profits.
Bullish or bearish on $RKLB?
🚨 $MARA JUST REPORTED SOME CRAZY EARNINGS!
Revenue: $164.2M vs $182M expected (MISS)
EPS: $1.28 vs -$0.12 expected (BEAT)
Net Income: $632.1M
Adjusted EBITDA: $857.7M
But here’s the catch…
Revenue is DOWN 35% YoY, and Bitcoin revaluations can massively distort reported profits.
What interests me more is the $79M GPU-as-a-service contract and $3B+ AI pipeline.
The AI infrastructure opportunity is huge, but MARA still has to prove it can turn that pipeline into actual revenue and cash flow.
🚨 $ZETA JUST DELIVERED MASSIVE EARNINGS!
Revenue: $492.7M vs $474M expected (+46% YoY)
Adjusted EBITDA: $121M vs $116M expected
Free Cash Flow: $81.5M vs $68.3M expected (+73% YoY)
And management RAISED full-year guidance!
46% revenue growth AND 73% FCF growth.
That’s the kind of growth I like to see!
🚨 $RKLB EARNINGS ARE OUT!
Revenue: $267.8M vs. $257.2M expected (BEAT)
EPS: -$0.12 vs. -$0.07 expected (MISS)
Revenue up 73% YoY and 14% QoQ!
Rocket Lab is growing incredibly fast, but profitability remains a concern.
The question is whether this growth can eventually translate into sustainable profits.
Bullish or bearish on $RKLB?
Slava | $10k to $100k retweeted
Mate told me his son wants to go to university to be an accountant
£9,790 each year in tuition fees excluding accommodation and living costs. 3 year degree £29,370
I said you need to talk to him about Ai and guide him into a physical job
If you were also too busy following all the $NVDA and Jensen Huang news today and missed $CEG earnings like I did…
YOU NEED TO SEE THIS.
Constellation Energy just reported INSANE numbers:
- EPS: $5.06 vs. $3.89 expected (+30%)
- Revenue: $9.55B vs. $9.35B expected
- EPS up 66% YoY
- Revenue up 45% YoY
And here’s the crazy part…
They’ve already signed ~8.5 GW of long-term power agreements this year.
AI needs electricity, and $CEG is positioning itself to supply it.
What a quarter!
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