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Source material behind every call on the tape.

REDDIT

So did we stop caring about Space now?

nams0reddit / Jun 24, 2026 · 16:57

LUNR, ASTS, RKLB, PL... all down over 50% in a month. Seems like the market has just stopped caring about Space and moving out of this sector. These stocks were talked about constantly with bright futures yet there is zero …

REDDIT

The next AI bottleneck might be intelligence sovereignty

timestapreddit / Jun 24, 2026 · 16:40

I wrote [a post](https://eastwind.substack.com/p/fable-in-shackles) about something I think investors are underappreciating in the AI trade. Most of the AI discussion the past few years has been about investing in bottlenecks (compute, memory, optics, power, etc.). But the recent Fable / …

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