$HTZ
Let’s face it, it’s going to bar code for the next 90 days…. With the perpetual shorting.
2 things that can happen during this time
1. Near term (2028+) debt restructuring. 80% odds (my opinion). Catalyst for short squeeze.
2. Out of the blue WSB squeeze like CAR did to $600. See yesterday’s Seeking Alpha article. 5-10% odds (my guess).
$EOSE 🤙
$AMZN’s Sunstone project in Oregon is permitted for up to 1.2 GW of solar and 7.2 GWh of battery storage.
The $EOSE angle is easy to miss. Pine Gate, the original developer, included zinc alongside lithium-ion in its application and already had a separate 500 MWh agreement with Eos.
Amazon hasn’t announced a battery supplier, and 7.2 GWh is the permit ceiling. But Eos already has a 100 MWh project with MN8 serving Google’s data centers. If Amazon chooses zinc at Sunstone, that would be another signal that non-lithium storage is finding a place in hyperscaler energy infrastructure.
$ASTS 🚨 THE WORD IS “IMMINENTLY.” 🇧🇷🛰️🌎🔥
AST SpaceMobile has notified the FCC that direct to cell operations outside the United States will begin imminently, certifying that the necessary national authorizations have been obtained.
The reported Brazil connection adds weight! Operations with partner “TIM”using its licensed cellular spectrum. 🇧🇷🌐
Years of engineering, partnerships and regulatory work are moving toward deployment with an established carrier in a major market.
The next step is where the opportunity becomes powerful… turning connectivity into paying customers, recurring revenue and results that demand Wall Street’s attention!
Bring on the service. Bring on the execution. It’s time for the world to see what Abel has been building
$IOVA
Iovance CMO transition
Company announced in May 2026 that CMO Friedrich Graf Finckenstein would retire in June.
He joined Link Cell Therapies as Chief Medical Officer in July 2026 (per their site).
New CMO Noah Berkowitz started Sept 30 after previously serving as CMO at Arvinas, SVP/Therapeutic Area Head at BMS(2020-2024).
Framing the departure as a retirement while he takes another CMO role the next month is interesting.
$RZLV Regulatory pressure is mounting on Agentic AI, and enterprise compliance is no longer optional.
With global oversight tightening around autonomous AI security rails, the market is shifting toward platforms that offer ironclad transparency and verification.
This is exactly where Rezolve AI ( has quietly built a massive competitive moat. Their TraceWare™ and Auditable AI engines don't just execute tasks—they provide complete, auditable logs and natural language explanations for every single autonomous choice the AI makes.
🔬 Proven Technology: TraceWare’s verification engine achieved up to 100% user-state accuracy in peer-reviewed research accepted at ACM UMAP 2026.
🛡️ Regulatory Shield: As governments demand stricter guardrails, companies that can't audit their agentic workflows will face massive liabilities. Rezolve provides the exact compliance infrastructure enterprises need.
Hold for $5 to $10
$ASTS $FLY
Firefly inks $1.3 billion deal to supply engines for new AST SpaceMobile 'Blacklift'
WASHINGTON, Nov 6 (Reuters) - Firefly Aerospace (FLY.O), opens new tab will supply core engines for a new rocket under development by satellite communications firm AST SpaceMobile (ASTS.O), opens new tab in a $1.3 billion deal, underscoring a push among satellite companies to secure dependable access to space.
The engine deal, announced on Friday, is a key part of new plans by AST SpaceMobile to develop its own rocket named Blacklift as it races to deploy a satellite constellation for global cellular broadband service and wean itself off a reliance on third-party rockets like SpaceX's Falcon 9.
Dimensional Fund Advisors filed a 13F today showing they added ~1.74m shares of $GME to their existing ~6.9m shares. And Simplex filed as well showing a giant call holdings covering approximately 4.12m shares versus puts covering 1.73m shares (2.38:1 call-to-put ratio).
$ASTS the phase that was just completed was worth $80m. this next contract will be worth over $100m. pure manipulation
$GRRR In my view, everything is set for a dead cat bounce.
In a few days they’ll roll out a dressed up Q3.
Essentially just hardware purchased and resold to unknown SPVs at a ridiculous margin, with the SPVs (which aren't even funded yet) failing to actually pay for it... a revenue that, in the absence of project finance, should be cleared as still intercompay.
If they continue with this approach, they risk falling even well below 3.85 (a level below which they would also have to pay out cash to Lind Global Fund III LP).
In Zack’s latest interview, the interviewer said something along the lines of "I see... perhaps we should meet again in 2028", implying that making any assessments before that date would have been a bit harsh... he had understood correctly.
But enough is enough... if they want to stay under 200M OS they need to start pumping things up a bit; otherwise, considering what they still have to raise, 200M OS fully diluted is a mirage.
Watch out for the pump! 🤞
$ABCL
— November could be more important than the recent share price rally.
Here’s exactly what I’m watching.
November 9: Q3 earnings and pipeline update.
November 11: Stifel Healthcare Conference.
November 16: Jefferies Global Healthcare Conference in London.
But the real question is clinical execution.
The drug targets NK3R and is being developed as a long-acting, non-hormonal treatment for menopausal hot flashes.
After positive Phase 2 topline results in August, I want clarity on the next clinical development steps, durability of response and the potential for monthly dosing.
Financially, the last reported quarter showed $565M+ in cash and marketable securities, plus $110M in available government funding.
And analysts are paying attention: UBS initiated coverage at Buy with an $18 target, JPMorgan at Overweight with $17.
November 9 is the next test!!
$RZLV
"While investors fear that greater Democratic oversight could slow data-center investment, Alicia Garcia-Herrero, chief economist for the Asia-Pacific region at the investment bank Natixis, said that she did not expect the party to “kill the goose that lays the golden eggs.”"
Sui-Lee Wee, Aruni Soni, and Eshe Nelson
The New York Times
November 4, 2026
$EOSE News, Moat and Milestones:
📌 "Short" before breakeven
Whether Q4 or Q2 Summer 2027, we are close to breaking even. Breaking even means MASSIVE value gain.
📌 The Moat
- US-made (FEOC-compliant), safe from trade wars. Sourced in USA (except felt).
Non-flammable, stackable, shootable. Military & hyperscalers are huge potential clients since Eos guarantees 0 spy components.
- No lithium = zero competition (biggest moat) ‼️
📌 Frontier Power vs JNTG
JNTG worries daily about Eos' loyalty. Frontier Power is owned by Eos & will never replace them. Double advantage: guaranteed off-take & a growing customer base knocking on EOSEs door.
📌 Special: only a few industrial players source & build in the US. EOSE is one of the few, which is why they are massively supported by both political parties.
📌 Tetra Technologies had the best quarter ever selling zinc bromid liquids. Adjusted EBITDA margin jumped to 34.5% and EOSE is their biggest taker
$ASTS: 🚨🇯🇵 RAKUTEN PURSUES 30+30MHz OF S-BAND SPECTRUM FOR J-LEO JOINT VENTURE POWERED BY AST SPACEMOBILE
AST SpaceMobile continues to assemble a global portfolio of S-Band spectrum through direct ownership and partnerships
Secured
🇧🇷 Brazil
🇨🇱Chile
🇸🇦Saudi Arabia
Soon™️
🇪🇺Europe
🇬🇧UK
🇯🇵Japan
MORE...
$NBIS Market overreacting to the "Blue Wave" midterm news on AI data centers, but the fundamentals for Nebius Group remain completely intact. Here is why the data center panic is a massive buying opportunity:
• Diversified Global Footprint: Nebius isn't just a US play. Europe holds its largest active infrastructure footprint, including massive projects in Finland (455MW), France (240MW), and the UK. Local US political shifts don't stop European sovereign AI demand.
• Power is Already Secured: The biggest bottleneck in AI is power grid access. Nebius has already locked down its massive greenfield sites, including the 1GW+ campus in Missouri and 300MW in New Jersey. A change in Congress doesn't magically strip away local utility contracts and zoning approvals.
• Bipartisan AI Race: Neither party wants the US to lose the AI arms race to China. Bipartisan support for American technological dominance means federal roadblocks for AI infrastructure deployments will remain extremely low.
$IOVA
Sending out good vibes today—hoping for an outstanding performance in the upcoming earnings call! 🙌🏻🙏🫶🏻
I’m looking for more clarity on progress in the lung cancer (LUNG) space—specifically regarding the sBLA and new subgroup trials—along with improvements in profit margins and sales figures (let’s go, Dan Kirby!).
A return to the $10 share price level is entirely possible!
And one more thing… to those trying to spread panic over the U.S. midterm election results—give it a rest. A so-called "blue wave" (a Democratic advantage) does not equate to a financial catastrophe. Seriously, folks!
$XCN long-term holders, please pay close attention.
After more than two years of development, the strategic direction has become increasingly clear:
➡️ Chain technology/infrastructure → Onyx
➡️ Onyx L1 + Wallet + Payments + Cards + Tokenization
➡️ Current progress: A two-way cross-chain bridge for ETH and TSLA has been implemented via the Robinhood Chain testnet.






















