Posts
Vertical Aerospace, Honeywell Expand Partnership To Bring VX4 eVTOL To Market
Strong commitment to European certification. Aiming to be the European Airbus of EVTOL. Honeywell is a strong aerospace company. Stages in flight control, transition, maneuverability are being completed. Multiplier is asymmetrical high upside. Good backlog (>1500units) to start. Sounds solid.
Samsung flags 19-fold jump in profit, but shares slump on jitters AI boom may stall
Iran resumes attacks in Strait of Hormuz, U.S. says
RDDT to $300
Does username check out? RDDT 160c 12/18 - 10 contracts I paid $32,500 for them
SpaceX - Squeeze Potential
643 million shares \-193 million shorted as of July 1 (per Ortex, check Reuters or yahoo finance article - won’t know until the next finra publish) \-100 million locked in index funds? \-110-130 million locked in calls \-10s of millions still under calendar restriction for anti ipo flipping policies (assuming …
Galaxy Completes Phase I of Its Helios Data Center Campus, Delivering 133 Megawatts of Critical IT Load to CoreWeave
Micron Breaks Ground On $9 Billion Hiroshima Memory Chip Plant
Micron has broken ground on a ¥1.5 trillion (\~$9.3B) HBM memory facility in Hiroshima, backed by up to ¥500 billion in Japanese government support. The plant is expected to supply next-generation AI memory beginning around 2028, reinforcing the long-term AI infrastructure buildout and Japan’s push to strengthen domestic semiconductor manufacturing. …
Samsung Electronics sees record preliminary 2Q profit but shares fall
Klarna seeks U.S. bank charter
[Klarna](https://www.cnbc.com/quotes/KLAR/), the Swedish fintech firm best known for its buy now, pay later offerings, said Monday it applied to federal and state regulators to [establish a U.S. bank subsidiary](https://www.businesswire.com/news/home/20260702186046/en/Klarna-Submits-Application-for-U.S.-Banking-License). The firm said that, if approved, Klarna Bank USA would be a Federal Deposit Insurance Corp.-backed institution chartered in Utah. The …