VT

eVTOL and commercial drones are moving from concept → deployment. eVTOL: $23B by 2028, but adoption likely shifts toward 2040 Commercial drones: $50–60B by 2030, led by energy, logistics, defense Here’s key players 👇 $ACHR — Archer Aviation Archer is closest to early commercial launch outside China. 100% FAA Means of Compliance accepted, a major regulatory milestone. UAE pathway is ahead of the US, with aircraft already delivered and test flights underway. Abu Dhabi could see first passenger ops by 2026. Partnerships with United and KakaoMobility anchor early demand. $JOBY — Joby Aviation Joby leads on operational readiness. FAA-conforming aircraft already in powered testing, moving toward pilot-controlled certification flights. Dubai agreement secures a 6-year launch window for air taxi services. Uber integration solves distribution. Blade acquisition adds real-world aviation ops layer. Execution risk remains tied to certification timing. $EVTL — Vertical Aerospace Vertical carries the most binary profile. VX4 platform targets 100-mile range and 200 mph, but certification is years away. Order book includes American Airlines and Virgin, though financing conditionality adds uncertainty. Upcoming strategy reset will define capital path. Investment case hinges on funding access and conversion of pre-orders into firm demand. $EH — EHang EHang is already commercial. CAAC-certified autonomous eVTOL, with deliveries happening today. Sequential ramp reflects real unit scaling, not prototypes. VT-35 adds higher-value mix. Risk is geographic concentration. China dominates revenue, while Western certification pathways remain untested. $HOVR — Horizon Aircraft Horizon is building for a different use case. Hybrid-electric design enables longer range, higher payload, and conventional flight efficiency. Successful forward transition flight achieved — a key technical milestone. Target markets include regional transport and defense, not urban taxis. Early-stage profile with limited capital makes execution highly sensitive.

@prakdadlani Factory

And if you’re serious about building in this space.. Don’t start from scratch. Work with people who already do this at scale. Topsail Appliances - 70+ years combined experience - In-house plastic moulding - In-house motor manufacturing - End-to-end assembly Built in Silvassa (Maharashtra), serving global brands. Comment “Factory” if you’re serious. I'll DM the details.

If you want to start manufacturing in India, you don’t need to start from zero. We are opening our factory to serious builders. Here is the exact opportunity:🧵👇🏻

Not looking to buy any stocks at the moment, but here is a basket of 21 stocks showing immense relative strength versus the indexes.

👀 Here is a list of 7 lesser-known photonics stocks: 1) $CRDO - Credo Technology: High speed optical DSPs and connectivity solutions for AI data centers and hyperscale networks.

Hugo and I worked together to build a deep research agent from scratch. Learn about - Why and when to use Subagents - How to think about optimising your agents and how you're missing out on techniques like meta prompting - How to swap tools on demand for better performance

LLM and AI engineering interview prep github.com/amitshekhariit…

Here are the most powerful ways to strengthen your immune system: @drjessemorse/note/p-189579352?r=ntnvf&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@drjessemorse/…

A senior Google engineer just dropped a 421-page doc called Agentic Design Patterns. Every chapter is code-backed and covers the frontier of AI systems: → Prompt chaining, routing, memory → MCP & multi-agent coordination → Guardrails, reasoning, planning This isn’t a blog post. It’s a curriculum. And it’s free.

Kidneys and liver are critical organs. If they become problematic life is finished. When kidneys are in trouble we resort to dialasis and we can limp on for a few years more. Liver cirrhosis will lead to death sooner. To protect kidneys drink 8-12 glasses of water, reduce salt, eat cauli flower, egg white, fatty fish, garlic and oliv oil on a daily basis. . Sugar and alcohol are the greatest villains for liver. If we drink for a few days keep it off for a day or two so that liver becomes normal. Control the intake of starch. Eat whole grains, leafy greens, fatty fish, nuts, fresh fruits, & drink coffee

SaaS growth ranked by NTM revenue growth 👇 True hypergrowth: Only a handful above 30%+ → $PLTR (+62%), $APP (+38%), $ZETA (+35%) Other fastest growers: $AXON $FIG $NET $PANW $ORCL $FICO

20 Peter Lynch Trading Rules:

Never seen such a divergence between the leaders and the rest of the market. Some stocks to watch: $AAOI $ICHR $BW $NBIS $VIAV $VRT $BE $SNDK $MU $DOCN $CIEN $LITE $GEV $FSLY $TSEM $AXTI

Here's why I've made $TMDX a rather large portfolio position

🚨 12 photonics & optical semiconductor stocks: Key players in materials, substrates, components, manufacturing, testing, lasers, and foundry services powering AI data centers and high speed optical networks. 1) $ALMU - Aeluma: Develops scalable optoelectronic and photonic devices by integrating high performance III-V materials on large diameter silicon wafers for sensing, AI, defense, and quantum applications.

@pankhuripathak @LtGovDelhi @OberoiShelly @MCD_Delhi Sad to see people normalised the filth. With the use of plastic, India has become most polluted in last 3 decades.

This is DELHI. This is India's Capital. What are we paying our taxes for ?

@TBLCFC Bang on, the recruitment is not elite as simple as that. So much wasteful spending last 3yrs.

There’s a lot of shit about Rosenior on here but once again I’m seeing the same problems that we saw under Maresca, you can get into micro details but the macros are the same. It’s a club handicapped by unserious players and poor recruitment and has been all season.

@CFCDaily 10 years a Blue.A decade without a Premier League title. Hundreds of millions spent on the wrong players. Thin squad. Clueless owners. I used to let every loss ruin my day. Not anymore. If the people with actual financial skin in the game don’t care,why should I? 💙 #CFC #Chelsea

Correct again (sadly) at times I’m pretty sure the players forgot we were 1-0 down. Slow, lethargic, predictable. It hurts so so much when you can see this club just dropping in standards right in front of you.

@MobyChe 10 years a Blue.A decade without a Premier League title. Hundreds of millions spent on the wrong players. Thin squad. Clueless owners. I used to let every loss ruin my day. Not anymore. If the people with actual financial skin in the game don’t care,why should I? 💙 #CFC #Chelsea

I'm just tired at this point. Don't know what to say that hasn't already been said. It's not even much about Rosenior than the whole ownership in general. I said it from the start, Rosenior might not be the biggest issues but Chelsea fans have rightly lost patience. It's been how many years that we've been taken over and we've not fixed glaring issues for years and it keeps popping up and hurting the team and they let go of Maresca because of it lol.