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Kardashev II loading… SpaceX filed for 1M orbital data center satellites Starcloud (NVIDIA-backed) filed for 88K sats Blue Origin just filed for 51K sats. These aren’t sci-fi sketches, they’re FCC filings. First nodes of a solar-harnessing swarm are deploying soon.

Japan’s Farms and Buses Struggle to Find Fuel Due to War Disruption Japan’s cities and villages are starting to experience fuel shortages affecting everything from public transport to farming, as disruptions from the Iran war seep deeper into daily life. The import-dependent nation relies on the Middle East for nearly all of its oil, and has been hit particularly hard by the de facto closure of the Strait of Hormuz. Major refiner Idemitsu Kosan Co. this week started cutting supply to customers, and the nation’s gasoline prices surged 18% in the past week to the highest level in records dating back 36 years. (Bloomberg)

Keep your losses small and keep rolling into your winners Got hit on the $ICHR stop (short) -6% in first minutes of day on upgrade Keep the money rotating Decent day Index hedges are losing which is their whole point (insurance) *I was NOT in $RKLB or $COIN to start the day so not getting the full benefit of those %s there

⚠️ ATTENTION $OSS INVESTORS ⚠️ Management has confirmed a major shift for today’s earnings report. Because Bressner has been divested, its revenue will now be reported as "discontinued operations." The Context: 🔹Old Expectations: Some financial portals still show legacy estimates of ~$60M. 🔹New Reality: You will likely see reported revenue around $30M–$32M. 🔹Why? This is NOT a business failure. It is the result of the new Pure Play strategy, highlighting the high-margin core business after the Bressner sale. Don't let outdated algorithms or "revenue miss" headlines fool you. Look at the performance of the Core Business and the improved margin profile. $OSS is lean, focused, and executing the pivot.

$OSS to report earnings before the bell. They are currently already up 9% in pre-market, which is often a good sign. It will be important to see continued momentum and expansion within their defense and aerospace contracts, which provide crucial stability for the company. EPS should stay positive in the coming quarter. They should also talk about a potential margin expansion driven by a shift towards a higher-value product mix. Management commentary on disciplined M&A execution and the strategic impacts of the Bressner divestiture will be key to understanding their future trajectory.