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Bubba
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saylor hired the guys who made the iran trump tunes ?
Michael Saylor@saylor
Let me recap the Q&A. $MSTR
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My Korean friend says the subtle flex in the dating market right now is wearing an SK Hynix jacket to your first date.
My Taiwanese friend says he is wearing TSMC shoes to his reunion.
Wonder if I can buy both on Taobao and wear them for morning jog at East Coast Park.
Semiconductor drip is the new streetwear. No wonder Nike stocks tanking.


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+$11,000,000 buy pressure from hyperliquid:native ETFs in 1 day.
Grayscale ETF isn't even live yet.
I don’t think people understand what is about to happen.
Hyperliquid.

Crypto Picsou@CryptoPicsou
Built a page tracking hyperliquid:native spot ETF flows. $17M net inflows already. The institutional bid is real. Link below 👇
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@criptopaul and thats enough to topple decades of growth and success. power swings.
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You were all rugged, thinking he would be the Make American Great Again and pro-crypto president, but it turned out to be Make Trump Great Again, essentially.
Corruption is corroding American democracy.
This will have devastating consequences for the future of the country. It's crazy how America has sadly had two of the worst presidents in a row, Biden and Trump.
Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸 Trump-IRS settlement permanently blocks IRS from auditing tax claims for President Trump and his family, Politico reports.
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Hints that $LPTH will be a Spacex beta play:
Management used the word "dominant position" in OSIL optics on the Feb 11 call, in direct response to an OSIL question.
Same answer flagged active capacity expansion talks with "the customer" (singular, implying concentration).
Timing fits: SpaceX filed for up to 1M orbital data center satellites on Jan 30, 2026, 12 days before the ER. The whole constellation relies on optical inter-satellite links.
SpaceX is structurally the dominant OSIL operator (>10K laser terminals on orbit). Anyone "dominant" in OSIL optics is mechanically pointed at SpaceX since no one else is even in the same order of magnitude.
LPTH's own deck placed Vast Haven-1 under "In Space Communication." That's a specific program where the laser terminals are SpaceX-built, not generic stock imagery.
Vast Haven-1 uses SpaceX-supplied terminals. So lenses inside Haven-1 are by definition inside SpaceX's product.
"Plug 'n Plaser" expands the SAM. SpaceX is becoming the merchant supplier of OSIL terminals to the industry. If LPTH is the optics inside, every third-party sale layers on top of Starlink volume.
Rubin's product description (small molded lenses, classical molded optics business) is exactly what an OSIL terminal needs, in LPTH's core competence.
US-based, ITAR-registered, vertically integrated. Right procurement profile for sensitive comms hardware, especially with Starshield crossover.
G5 acquisition + $65M raise gives capex headroom to actually deliver the "increase capacity" Rubin signaled.
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Welp. Cant be a good thing.
zoomer@zoomerfied
[ ZOOMER ] ANDREJ KARPATHY, COFOUNDER OF OPENAI, JOINS ANTHROPIC: X
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@sam_battenally @0x_snatch @risextrade @toly At least @risextrade is usable. Toly shilling unusable caca.
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I've started publishing the MM bot I built over the past few days on the @risextrade exchange. (Been at it for a few days now.)
Why RISEx?
I'll keep it short — just watch the video. (ultra low latency)
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