USAF Vet. 3 deployments/8.7 years honorably. Tradur of SPACs/DE-SPACs. This page is for entertainment purposes and not financial advice.
USA
Joined June 2020
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ZPO🎖 retweeted
OPENAI TO PRESS AHEAD WITH US DATA-CENTER EXPANSION AFTER MIDTERMS, CFO FRIAR SAYS
"We are going to keep building out those relationships with communities so we can get the compute we need," CFO Sarah Friar tells CNBC.
OpenAI is also raising fresh capital, Friar says, after its business grew 70% quarter over quarter in Q3 and enterprise demand doubled over the same period.
OpenAI said Thursday it will stop using NDAs with public officials when discussing future sites and will give residents access to construction plans, per Reuters.
ZPO🎖 retweeted
AST, a satellite company that competes against SpaceX, announced that it is building its own rocket that will be powered by engines from Firefly bloomberg.com/news/articles/…
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MAJOR INVESTORS ARE SKEPTICAL ANTHROPIC IPO CAN ACHIEVE $1.5 TRILLION VALUATION: WSJ
*MAJOR INVESTORS ARE SKEPTICAL ANTHROPIC'S IPO CAN ACHIEVE $1.5T VALUATION FOLLOWING SELLOFF, SOURCES SAY
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SENIOR IRANIAN OFFICIAL TO REUTERS: IRAN HAS SENT US A NUCLEAR PROPOSAL VIA QATAR, TO BE DISCUSSED ONLY AFTER WASHINGTON MEETS ITS SEVEN DEMANDS
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BREAKING: Ukraine is seeking a new SpaceX Starshield agreement with the Pentagon before its current contract expires in mid-2027, warning that it has no effective alternative to the military satellite network.
Speaking to reporters today, Ukrainian diplomat Denys Sienik confirmed that Kyiv is beginning negotiations with U.S. defense officials to secure continued access to Starshield, the military version of SpaceX's Starlink network.
The announcement comes weeks after unexpected restrictions on Starshield disrupted Ukrainian drone operations, cutting connectivity for some systems traveling faster than approximately 100 mph.
Sienik said the problems have since been resolved, but Ukraine still has not received an explanation from the Pentagon or SpaceX about what caused them.
Reuters previously reported, citing U.S. and Western officials, that the order to restrict the service originated inside the White House.
Despite the incident, Ukraine remains heavily dependent on Starshield for military communications and drone operations, while exploring domestic and European satellite alternatives. $SPCX
ZPO🎖 retweeted
IRAN REVIEWS CONCRETE NUCLEAR DEAL PROPOSALS IN POTENTIAL DIPLOMATIC BREAKTHROUGH
Iran is reviewing new proposals on its nuclear program that could help end the war with the United States, according to The New York Times, citing five officials.
Qatar-led mediation has gained momentum, with talks held in Tehran and Doha, while Vice President JD Vance is reportedly pushing for a negotiated settlement.
Major disagreements remain over Iran's enriched uranium stockpile, sanctions and the Strait of Hormuz.
ZPO🎖 retweeted
Gina Hinojosa discusses data centers
She said the proposed pause on data centers would apply to new permits while lawmakers work on protections, rather than stopping projects already under construction.
aol.com/articles/big-country…
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AT&T makes first call handoff to satellite with AST SpaceMobile and prepares for beta service, while Rakuten targets commercial launch in 'near future.'
Read more on Light Reading: bit.ly/4BJMlDa
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🚨NEWS: TSV LLC, the first venue to notify the @SECGov it intended to operate under the Innovation Exemption, has executed its first tokenized stock trades, becoming the first TSV to do so.
According to a press release, Five North sold tokenized shares of Nasdaq-listed Canton Strategic Holdings ($CNTN) to DRW Cumberland on TSV LLC’s venue, which uses the Tradecraft protocol on Canton. Flowdesk provided liquidity, and Fairmint recorded the shares as transfer agent.
ZPO🎖 retweeted
FASTLY $FSLY Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $190.2M (Est. $188M) 🟢; +20% YoY
🔹 Adj. EPS: $0.17 (Est. $0.12) 🟢; +143% YoY
🔹 Adjusted EBITDA: $43.5M (Est. $35.1M) 🟢
🔹 Non-GAAP Oper Income: $31.2M (Est. $22.5M) 🟢
FY26 Guide:
🔹 Revenue: $744M-$748M (Est. $741M) 🟢
🔹 Non-GAAP Oper Income: $107M-$111M (Est. $93.5M) 🟢
🔹 Adj. EPS: $0.61-$0.63 (Est. $0.53) 🟢
Q4 Guide:
🔹 Revenue: $198M-$202M (Est. $197M) 🟢
🔹 Non-GAAP Oper Income: $30M-$34M (Est. $24.8M) 🟢
🔹 Adj. EPS: $0.16-$0.18 (Est. $0.13) 🟢
Segment Net Revenue:
🔹 Network Services: $138.0M; +16% YoY
🔹 Security: $44.7M; +32% YoY
🔹 Other: $7.4M; +37% YoY
Other Q3 Metrics:
🔹 GAAP Gross Margin: 63.3%; +490 bps YoY
🔹 Non-GAAP Gross Margin: 65.8%; +300 bps YoY
🔹 LTM NRR: 119%
🔹 RPO: $334M; +24% YoY
🔹 Operating Cash Flow: $40.0M; +38% YoY
🔹 Free Cash Flow: $25.2M; +39% YoY
Announcements:
🔹 Launched: AI Runtime Control, AI Firewall and new API Security capabilities
🔹 Partnered With: Comcast on nationwide network integration
🔹 Appointed: Tricia Yankovich as Chief People Officer
Key Updates:
🔹 Multiproduct Adoption: 74% for two or more product suites; 34% for four or more product suites
🔹 Gartner Rating: 4.8 out of 5 stars; 95% Willingness to Recommend
Comments:
🔸 “Our record third quarter results reflect strong execution as customers continued to adopt more of our products and deepen their use of our platform”
🔸 “Delivering record revenue and free cash flow demonstrates our value proposition as we help customers achieve critical business outcomes and build for AI scale.”
ZPO🎖 retweeted
$DUOL +32% was the most obvious trade of the year
Democrats win house & senate -> half the country starts learning Spanish overnight
ZPO🎖 retweeted
$VSAT Viasat has been awarded a $460.9 million NASA contract to develop Ka-band space relay capability concepts. nasa.gov/news-release/nasa-a…
ZPO🎖 retweeted
🚨SCOOP: House Democrats are discussing plans to expand the Crypto Investor and Consumer Bill of Rights, @RepMaxineWaters’ amendment to the Clarity Act in 2025, into a broader crypto “market structure” bill next Congress.
The proposal would fold in Democratic Clarity Act provisions originally offered by Waters in the House (which were not adopted), as well as provisions Senate Democrats were able to agree to with Republicans before the September cloture vote, according to three industry sources who have spoken with Democratic staffers.
Some of the proposals under discussion are said to include giving the @SECGov more of a role in supervising the crypto markets, and a more limited role for the @CFTC. Additionally, it’s likely that further ethics provisions will be offered to restrict the crypto activities of President Trump and other federal officials.
Republicans are calling this a “messaging bill.”