Long Term Investor // Space Enthusiast // Creator of @CageTimeLeague
Joined January 2021
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Binance may have just suffered the biggest crypto hack ever.
~$5.6B moved out of Binance hot wallets.
• Includes ~18,270 BTC (~$1.44B)
• Tether and Circle froze $1.8B+
• Binance is investigating; BTC slid below $79K
$BTC
decrypt.co/382191/binance-su…
AWS just posted its fastest growth in nearly 5 years.
Amazon Q3:
• Revenue $201.9B, +12%; EPS $1.89, below estimates
• AWS +39% to $46B; record 13.9% op margin
• Q4 guide $240-247B; 2026 capex still ~$220B
Leo service still on track to start this year.
$AMZN
ir.aboutamazon.com/news-rele…
FCC voted 3-0 to propose up to 482 MHz more for satellite-to-phone service.
Starlink Mobile's path just widened.
• Bands could go from 5 to 13
• Satellite firms could hold licenses, not just lease
• SpaceX's 902-928 MHz ask was left out
$SPCX
broadbandbreakfast.com/fcc-c…
Rocket Lab just hit triple digits.
The 100th Electron has left the factory, headed for launch.
• 98 flights so far, 19 in 2026
• Flight 99 is slated for next week
• No. 100 is bound for Launch Complex 1 in New Zealand
$RKLB
Cybercabs now outnumber Model Ys in Tesla's Texas robotaxi fleet.
State records list 1,080 Tesla robotaxis.
• 573 Cybercabs vs 507 Model Ys
• 224 Cybercabs added in 13 days
• Tesla is now 127 vehicles behind Waymo's 1,207 in Texas
$TSLA
superchargeddaily.com/dispat…
The FCC votes today on opening 482 MHz more spectrum for satellite-to-phone service.
AT&T, Verizon and T-Mobile want 290 MHz of it cut.
• Plan expands eligible bands from 5 to 13
• Carriers target 2.5 and 3.45 GHz
• SpaceX wants 902-928 MHz added for Starlink Mobile
$SPCX
teslarati.com/spacex-starlin…
NASA's Image of the Day is powered by Rocket Lab hardware.
NEO Surveyor's 20-ft sunshade runs on panels built by Rocket Lab's Albuquerque team.
• Quad-junction Z4J+ solar cells
• Up to 2 kW, the spacecraft's only power source
• Built to hunt hazardous asteroids
$RKLB
Rocket Lab hardware featured in @NASA’s Image of the Day.
Our Albuquerque team manufactured the PVA panels that were populated with our high-efficiency, quad-junction Z4J+ solar cells that were integrated onto NASA NEO Surveyor’s 20-ft long sunshade structure.
The array delivers up to 2 kW and is the spacecraft's only power source as it hunts hazardous asteroids and comets.
Sprouts' Q4 guide came in far below estimates; shares fell ~15% after hours.
Q3 sales rose 5% to $2.3B, but comps fell 0.9% on a weak consumer and cyclospora.
• Q4 comps guided -2% to -4%
• Q4 EPS $0.47-$0.51
• Record 15 new stores; 504 in 25 states
$SFM
investors.sprouts.com/news/n…
Amazon Leo's biggest launch yet has a date.
ULA's Vulcan returns Nov. 13 with 40 Leo satellites after a nine-month grounding.
• First of 38 contracted Leo-Vulcan missions
• ~400 Leo satellites launched so far
• Ariane 6 adds 36 more NET Nov. 23
$AMZN
aboutamazon.com/news/innovat…
Starship Flight 15 is nearly ready.
SpaceX finished Ship 42's static fires today, days after a 33-engine test on Booster 22.
• Full-duration six-engine burn
• Single Raptor fired to simulate a deorbit burn
• Plan: catch both booster and ship
$SPCX
teslaoracle.com/2026/10/28/s…
Tesla is officially coming to Vietnam.
A Tesla recruiter confirmed hiring. Tesla registered a ~$3M local subsidiary in September.
• 5 roles incl. sales, service, charging
• Charging hire hints at Superchargers
• Faces VinFast, ~36% of the market
$TSLA
electrek.co/2026/10/28/tesla…
Neutron is in Virginia.
Rocket Lab's Stage 2 and Thrust Module are now offloaded at Wallops Island.
• Arrival checkouts underway
• Next: fluids tests + launch mount checks at LC-3
• First flight still targeted for 2027
$RKLB
Neutron’s Stage 2 and Thrust Module have arrived to Virginia. After a short barge ride from the Neutron Factory, these major assemblies have now been offloaded on Wallops Island and are going through arrival checkouts.
Next up: integrated fluids testing and launch mount interface checkouts for the Thrust Module, with Stage 2 to follow on the test stand beside it soon after.
Costco wants more of your wine and whiskey money.
Its booze business is already $6.5B+ a year. Now:
• Pushing into fine wine, high-end spirits and RTDs
• Kirkland Signature drinks outgrowing the rest of the aisle
• More Kirkland bourbons and new wines planned
$COST
A new rocket startup wants into the launch race.
Cowboy Space unveiled Big Iron, an 86m reusable methane rocket:
• 15,000+ kg to orbit, first flight aimed for 2028
• Upper stage stays up as an AI data center
• Will fly outside payloads too
space.com/space-exploration/…
Every new Tesla is now a power station.
Powershare is live on all new Model 3 and Model Y in the US & Mexico.
• Charge port becomes a 120V outlet, up to 2.4 kW
• Needs Gen 3 Mobile Connector + $80 adapter
• Most older cars miss out
$TSLA
superchargeddaily.com/dispat…
SpaceX told the FAA it wants 10,000 launches a year.
Musk overnight: that's just Starbase Louisiana.
• SpaceX says FAA air traffic systems are outdated
• Pitches launch corridors + its Cleared tool
• Louisiana site: ~$100B, first launch targeted 2029
$SPCX
benzinga.com/markets/tech/26…
Update:
Holosun emailed me a pre-paid shipping label.
I put it in a box and shipped it to them.
They never asked any questions and a few days later I got a tracking code for the refurbished unit they were sending me to replace it.
Holosun warranty experience 👍👍
Shot my Holosun SCS Carry this morning when it started raining.
I thought the whole point of an enclosed emitter optic was to keep the water out?
Anyone know how to get the water droplets out or do I have to see if @HolosunJP will cover it under warranty?
Rocket Lab's SDA satellite line is busy 🛰️
8 of 18 Tranche 2 satellites are now on the factory floor, and SDA leaders stopped by to see them.
• Solar panels, star trackers, radios and software all built in-house
• Production is moving while Neutron is delayed
$RKLB
Members of @SemperCitiusSDA's Tranche 2 leadership team were recently at Rocket Lab's California headquarters to see T2TL-Beta in production.
Eight of 18 spacecraft are on the floor right now, in build.
Solar panels, structures, star trackers, reaction wheels, radios, flight software, avionics, launch dispenser — all built in-house.
Proliferated architectures demand production at scale. Rocket Lab is all in on SDA's mission, and the action on our floor proves it. We're proud to be delivering this.
