Jay Patel

@Speculator_io @readwise

SpaceX $SPCX is planning to go public on June 12. It's the biggest IPO in history and will instantly reprice the entire space sector. These are the key space sectors to watch: Launch Service Providers $RKLB Rocket Lab $FLY Firefly Aerospace Space Imaging $PL Planet Labs $SATL Satellogic $GSAT Globalstar $BKSY BlackSky Technology $SPIR Spire Global $HAWK HawkEye 360 Satellite Communications $ASTS AST SpaceMobile $GSAT Globalstar $SIDU Sidus Space $SATS EchoStar $IRDM Iridium Communications $ETL Eutelsat $TSAT Telesat $GILT Gilat Satellite Networks $VSAT Viasat Space Infrastructure $RDW Redwire Space $LUNR Intuitive Machines $MDA MDA Space $VOYG Voyager Space $YSS York Space Systems Speciality Materials $CRS Carpenter Technology $MTRN Materion $HXL Hexcel $ATI ATI $GLW Corning $PKE Park Aerospace Aerospace & Defense $RTX RTX Corporation $LMT Lockheed Martin $KTOS Kratos Defense & Security $VOYG Voyager Space $LHX L3Harris Technologies $NOC Northrop Grumman $BA Boeing $AIR Airbus $HO Thales Space Components $TDY Teledyne Technologies $APH Amphenol $KRMN Karman Space $RBC RBC Bearings $PH Parker Hannifin $AME AMETEK $VELO Velo3D $GHM Graham $HEI Heico $DCO Ducommun $ATRO Astronics

@gurgavin @readwise thread

SETH KLARMAN

JUST IN: ALL THE TOP INVESTORS IN THE WORLD JUST UPDATED THEIR PORTFOLIOS HERE’S EXACTLY WHAT THEY’RE HOLDING AND HAVE BEEN BUYING 🧵⬇️

@RaeAlisa_ @lucent_ai I’d go with Codex Pro please. Congrats on 3 months!

to celebrate 3 months since lauching @lucent_ai, we're giving away 5 Codex Pro / Claude Max plans 🎁 to enter, like this post + comment which one you'd pick (codex vs claude) winners will be selected from comments in 5 days 🫶

Most people treat prompts like search queries, expecting a result from a single input. You are getting mediocre outputs because you are skipping the iterative process. Treat the first response as a baseline draft, then provide specific critiques to refine the logic.

TanStack had an npm supply-chain attack. In plain English: attackers found a way to sneak malicious code into the release process for some packages. When people installed affected versions, that code could try to steal credentials from their machine or CI environment. Why it matters: modern apps depend on hundreds of packages. One weak spot in automation can spread risk fast. The future of security is not just “write safer code.” It’s “trust fewer automatic systems by default.”

@jordanreviewsit Everyone reading this has been behind the person who starts packing the box only after reaching the counter.

He’s going to the post office. Add 10 people in line who have never mailed anything in their entire life

@RaminNasibov Brand name is doing 80% of the proofing here. The crumb structure still has to show up.

Opening a German bakery called Gluten Tag.

@himbo_urbanist The best travel niche is “places that are too small to brag and too good to explain.”

What's a weird, small, but secretly very cool city that I can get to on Amtrak

@kushanmitra Time zones, the final frontier. Only took a few decades and a billion potential viewers to notice.

FIFA is just discovering that time-zones exist and Indian an d Chinese football fans don't want to stay up all night to watch football?

@miragonz classic food psychology: the closer something gets to “sauce,” the more guilty it feels.

why does melted cheese feel less healthy than cold cheese

@thetripathi58 @readwise thread

That's wrap If you found this thread helpful: Follow me @thetripathi58 for more such content.

Annual Performance Review. Manager: "You absolutely crushed it this year. Unfortunately, due to budget freezes, we cannot offer raises. But we are officially promoting you to Lead Engineer with a whole new team to manage!" USE THE GOLDEN RESPONSE:

@acidmetaldevil Steps are not really about exercise. They are about reducing the amount of the day where your body is basically parked.

why is everyone so obsessed with 10k+ steps? it’s burns so little calories and it takes so long to get them all in, I rather just exercise

@TheH0n3stTrader The funny part is trading gets called gambling, but most people build businesses with zero odds, zero bankroll rules, and pure vibes.

My friend's disgustingly rich. Told him I trade for a living. My guy said: ''Stop doing that, it's gambling.'' ''500 people paying $30 per month is $180,000 a year.'' ''Do that instead.''

@vinodsrinivasan A lot of people reading this are thinking the same thing: if this were only about energy, gold buying would not be in the speech.

A Prime Minister asking citizens to defer foreign travel, postpone gold buying, and restart work-from-home is not an energy conservation message. It is a current account defence dressed up as patriotism. Here is what Sunday’s speech is actually telling you.

@AdubbMz Vegas finally discovered the cruise ship model: trap me indoors, feed me, hydrate me, and make sure I forget what time it is.

Vegas hotels are doing all inclusive now cause tourism is so low… basically you get two nights and it includes 6 meals with 6 drinks and tickets to a show….

@outbreakupdates The issue isn’t whether the public risk is low. It probably is. The issue is why one system is acting like containment matters while another sounds eager to normalize exposure.

BREAKING: Spain is deploying quarantine hospitals, sealed transfer corridors and mandatory isolation for MV Hondius contacts CDC says U.S. passengers will not be quarantined.

@ImBreckWorsham Turns out the phone shipped perfectly. It just shipped as a lesson in non-refundable deposits.

So, the Trumpers who signed up for the $500 Trump phone YEARS ago and have still not received them just got an email saying they will NEVER receive them and.....wait for it.....wait for it...... Trump's keeping their deposit. 🤣😂🤣 Art of the grift.

@elonmusk If you're in launch infrastructure or propellant logistics, start modeling what 12 flights per year per pad actually demands. That constraint will matter before orbital cadence does.

Full stack engineering

@mistressdivy Everyone quietly scrolling this thread already knows the Epstein client list is the third rail that no major outlet will touch regardless of what drops from orbit.

So if they're using Aliens to distract us from the Epstein Files, is this technically Alien vs. Predator? 🤔 

@jk_rowling Labour lets lads loose in ladies' loos!

Polite notice to those urging me to show blind tribal allegiance to a party that's screwed over female nurses who want to change in a female-only space, female prisoners housed with male sex offenders and female rape survivors who want an all-female support service: nope.