Growth focused investor. I back those that deserve to be backed. My posts are not financial advice https://xitter.cf/t.co/YH37Jv7wbH
San Francisco, California, USA
Joined January 2024
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That was quick $GOOG
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This means DJT wants to spend more time in states that present a chance of winning over.
Kansas and Iowa are red states.
BREAKING: Trump has just cancelled all rallies this weekend, per NBC News.
Those include his Saturday rally in Kansas, and his Sunday rally in Dubuque, Iowa, just 5 days before the midterms.
Only Daytona Beach tomorrow remains, with no events announced for Monday.
7
$DASH pursuing $CART
-> For reasons unknown.
Wasn't Dash working on drones, bots and AI recently? Feels crazy to me that given all of the above and the fact that they both deliver grocery that one would actually need to buy the other one to grow (or is that even the plan?)
Maybe that's why Dash stock dropped and Cart gained.
Whatever comes out of it, one thing is for sure. It's not good for $MQ @marqeta
Mergers follow themselves up with contract revisions which are mostly favorable to the customer, in this case Dash or whoever buys Cart should they be a customer.
More take rate erosion.
reuters.com/business/doordas…
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Unlike $MQ @marqeta that powered $XYZ debit and prepaid programs, i2cinc.com/ powered Block's credit card program historically.
So why would Block move from i2c to $MQ:
Possible causes:
1. Maximum contractual leverage:
By bringing all those volume commits under one contract, Block gets to reap even more in revenue share than before, not just on a pure $ basis but on a unit or a % basis. Growing revenue concentration was already an issue for Marqeta's shareholders, so now the issue aggravates.
2. Operational advantage for Block:
Reducing vendors has to undoutedly hand Block an operational advantage through reduced number of workflows, engineering and non-engineering related.
Yes this also means more TPV and Revenue $ for MQ but at what 'cost'?
Expect further deterioration of unit economics.
1
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Buy indicator on $CRWV
Not financial advice 🤣
CoreWeave’s unsecured notes are officially 1,000bps STW, now yielding ~15%.
Either this is terribly mispriced and a buy or the HY market is telling you something about the AI build-out
Which one is it?
robinhood:0x5f10a1c971b69e47e059e1dc91901b59b3fb49c3
87
Looks like $OKLO will handle reactor irradiation, hot-cell chemical isolation, purification, packaging, and transportation all under one roof, which seems to solve a real problem as margin for error with logistics is as low as 6.7 days.
Lute-177 market itself is $1.5B - $3B today and growing at a CAGR of around 15% - 20% by 2034. Meaningful at worst.
$OKLO did get into this because of their 2022 setback when NRC rejected their power reactor application and the company had to find out faster pathways to secure regulatory approval while also realizing that the same fast-fission reactor technology and advanced nuclear fuel recycling methods intended for power could also be used to irrigate and extract high-value isotopes.
$OKLO was once seen as a formidable solver of the energy crisis with datacenters as the only completely privately owned SMR manufacturers to achieve criticality in the relatively short time frame that it did.
It would be good to see some actual commercial contracts coming out of this Lute-177, a pharma or a biotech firm.
After building our Groves Isotope Test Reactor from the ground up and bringing it to criticality in less than a year, Oklo has been selected to advance Groves 2 Forge as part of the U.S. @ENERGY’s Nuclear Energy Launch Pad initiative.
Groves 2 Forge builds directly on what we learned at Groves. We plan to integrate isotope production and processing together in one facility with an initial focus on lutetium-177, an isotope used in targeted cancer treatments.
We are taking what we demonstrated at Groves and moving toward commercial-scale isotope production, while building the experience and infrastructure needed to strengthen domestic isotope supply.
Groves showed how quickly we can build. Groves 2 is about building on that momentum to produce materials that can make a meaningful difference in people’s lives.
Learn more:
oklo.com/newsroom/oklo-to-ad…
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ok $AEHR finally announce earnings date
aehr.com/2026/10/aehr-test-s…
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