preemptivePMP

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preemptivePMP

preemptivePMP

@PreemptivePMP

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NOVA 加入时间 Haziran 2010
104 关注10 粉丝
preemptivePMP
preemptivePMP@PreemptivePMP·
@RKLBMan Palladyne, redwire, teledyne ( not 5x), mbly ( not space)
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RocketMan
RocketMan@RKLBMan·
What's the next space stock to 5X from here?
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LodiX
LodiX@lodix1·
So. I had early access to 19. And I read it twice. Trust me - this will be an instant sold-out. You have NOT ordered enough. Get more. Plenty more. Just trust me. What happens here, and some of what is implied… just wow. @Ssnyder1835
LodiX tweet media
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Millennialtics
Millennialtics@Millennialtics·
@SenWarren Capitalism is about creativity, sometimes it works, sometimes it doesn't. What works gets replicated, what doesn't gets scrutinized and loses credibility. This makes things better. You can't look at one loss in a sea of 100 wins and say all are bad.
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Brian Armstrong
Brian Armstrong@brian_armstrong·
Going to start spending time on this personally - seems like we all need to solve it sooner rather than later.
Philip Martin@SecurityGuyPhil

The latest quantum papers from Google and Caltech are an important signal for the industry. Timelines are still debated, but the time to act is now. The good news: post-quantum cryptography exists. This is a solvable problem, and many chains already have roadmaps. Bitcoin needs to catch up though. The bad news: post-quantum cryptography is relatively new and it would be fairly easy to create new security risks if implementation is rushed. The industry needs to align on what happens to wallets that fail to migrate before a CRQC appears. At Coinbase, we’ve been working on this for a while, auditing and upgrading our internal infrastructure, researching post-quantum cryptography and establishing a Quantum Advisory Council. It’s clear Bitcoin needs to make some fast progress here, so Coinbase is taking the role of rallying the troops and getting the right people in the room - Bitcoin core devs and the broader community - so they can start tackling this. But no one developer or company can do this alone. Real progress will require coordinated action across the ecosystem. If you’re working on post-quantum approaches for Bitcoin, we want to support you, and connect you with others that are working on it too. Please DM me directly and I’ll get you added to the working group. Bitcoin can and will upgrade, but it will take the entire community working together.

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preemptivePMP
preemptivePMP@PreemptivePMP·
@CathieDWood Just palantir, snow, bbai, nvidia and amazon on ai. Mbly and OPTT for the huge returns.
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Cathie Wood
Cathie Wood@CathieDWood·
AI is the most profound productivity unlock since the internet. ARK’s investment in OpenAI across three ETFs reflects our conviction that AI is driving step-function change across sectors and accelerating innovation.
ARK Funds@ARK_Funds

Exposure to @OpenAI now available through ARK ETFs and the ARK Venture Fund.

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James Chanos
James Chanos@RealJimChanos·
These Artemis II prime contractors all trade at about 2x LTM revenues, a slight discount to SpaceX’s expected figure(100x).
James Chanos tweet media
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Reformed Tr🅰️der
Reformed Tr🅰️der@Reformed_Trader·
Analysts suggests that Starlink's valuation contributes to 60-70% of SpaceX's market cap. That would mean Starlink's implied valuation is between $1.2T-$1.4T $ASTS closed around $35B market cap. Roughly 2.5%-3% of Starlink's implied market cap. Rerating imminent. *NFA
GIF
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CK Capital
CK Capital@CKCapitalxx·
I think $ASTS will be back at ATHs in no time with its current catalyst. Space X IPO near BB7 Launch Next launch batch. Only seems right we go back to 130
CK Capital tweet media
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Brian Armstrong
Brian Armstrong@brian_armstrong·
Every AI agent deserves a crypto wallet. In fact, there will be more AI agents transacting online than humans very soon. x402 is the internet payments layer (which has been missing for the last 30 years), and will enable this. The new x402 foundation will exist under the Linux Foundation, with @Coinbase, @Cloudflare and @Stripe as key contributors. Once all agents start transacting natively on the internet at scale, entirely new product and business opportunities will open up.
Coinbase 🛡️@coinbase

x.com/i/article/2039…

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preemptivePMP
preemptivePMP@PreemptivePMP·
@SpaceInvestor_D He must be very close to Hegseth and Trump because this is exactly what they were talking about. They want these companies to invest in R&D because the government cannot move quick enough.
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Space Investor
Space Investor@SpaceInvestor_D·
$RKLB: Rocket Lab CEO Sir Peter Beck Slashes Salary to $1 and cancels 392,155 Unvested restricted stock units (RSUs). In an 8-K filed March 30, Rocket Lab CEO Peter Beck cut his annual salary to $1, waived all bonus rights, and cancelled 392,155 unvested RSUs, redirecting freed capital directly toward strategic R&D. The move signals deep conviction in RKLB's long-term roadmap at an inflection point with Neutron development, hypersonic programs, and the brand new Mynaric laser comms integration.
Space Investor tweet media
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NickRealNice
NickRealNice@NickRealNice·
@TreVeyonH4 This sounds like you need to look real long and hard in the mirror. If your religious beliefs create division while punching down on the marginalized the majority of us want nothing to do with it.
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TreVeyon Henderson
TreVeyon Henderson@TreVeyonH4·
“For a time is coming when people will no longer listen to sound and wholesome teaching. They will follow their own desires and will look for teachers who will tell them whatever their itching ears want to hear. They will reject the truth and chase after myths.” 2 Timothy 4:3-4
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The Market Matrix
The Market Matrix@MarketMatrixs·
5 BENEFICIARIES FROM ANDURIL’S $20B US ARMY CONTRACT | $ONDS | Ondas Holdings Inc - Secure drone and comms hardware integrated into Anduril’s autonomous systems. | $RKLB | Rocket Lab USA Inc. - Launches tactical satellites that power Anduril’s sensor networks. | $ASTS | AST SpaceMobile Inc. - Direct-to-device satellite links for Anduril’s global battlefield connectivity. | $KRKNF/ $PNG.V | Kraken Robotics Inc. - Autonomous underwater vehicles and sonar for maritime surveillance. | $PLTR | Palantir Technologies Inc. - AI analytics that turn Anduril’s sensor data into battlefield intelligence
The Market Matrix tweet media
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preemptivePMP
preemptivePMP@PreemptivePMP·
@PramilaJayapal That vision makes no sense. Are you also paying the insurance and utilities? How about the rehabilitation?
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Pramila Jayapal
Pramila Jayapal@PramilaJayapal·
Let me break this down simply: We have a greed problem. We can afford Medicare for All. We can afford to house every person sleeping on the street. We can afford to make public college tuition free and guarantee access to universal pre-k to every child in America. The money exists. It's just sitting in the bank accounts of billionaires who write blank checks to corrupt politicians to make sure it stays there. Tax the rich. Fund the people. That's it.
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Kenob1
Kenob1@Ob1JohnKenob1·
I just cancelled a huge PSA grading submission. Im done using PSA. The grades that my 3 Skenes Aces got were disgusting. And then offered to buy them at half of what they are worth. Another customer gone. #thehobby
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Jim Cramer
Jim Cramer@jimcramer·
Always surprised that the Sunday night futures are down so little with no deal in sight. Down .50. I figure the big gunners will come in and take them down to 1.5% before we go to sleep
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Wealthy Anon
Wealthy Anon@Inj_pumping·
🚨 Brian Armstrong spent YEARS crying about regulators killing innovation. Then spent $75 MILLION buying politicians to pass the Clarity Act. The whole industry aligned. a16z, Ripple, the White House, TRUMP HIMSELF. Historic 294-134 House vote. Real crypto market structure for the first time EVER. And Brian blew it up. Twice. Why? Because stablecoins are 19% of Coinbase's revenue $355 million in a single quarter and he didn't want yield restrictions cutting into his bag. Not "freedom." Not "consumers." His quarterly earnings call. The White House was furious. a16z publicly broke with him. The Digital Chamber begged for unity. Brian posted that negotiations were "constructive" 😊 and killed it again. This man posed for White House photos. Said "win-win-win for crypto AND consumers!" Then tanked the one bill that could've changed everything because it didn't perfectly protect Coinbase's P&L. Coinbase is 63% below its 52-week high. The market is bleeding. And the Clarity Act is rotting in Senate purgatory. Brian Armstrong doesn't want crypto regulation. He wants crypto regulation written for Coinbase. He's not fighting the banks. He IS the bank. He just doesn't want to admit it.
Wealthy Anon tweet mediaWealthy Anon tweet media
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