Starship’s ascent burn is complete and is now coasting through space https://t.co/YQikDhcdSl ...

This Space Billionaire Rival To Elon Musk Just Got $500 Million Richer https://t.co/xM8GPDLknr ...

This Space Billionaire Rival To Elon Musk Just Got $500 Million Richer https://t.co/xM8GPDLknr ...

Industry Focus - Crypto's future intersects with frontier tech including robotics, space, longevity, energy, and American reindustrialization [1] - Volt Capital's insights on hard tech x blockchain are highlighted [1] Key Themes - The podcast explores the convergence of crypto and frontier technologies [1] - The discussion covers robotics, space exploration, longevity research, energy solutions, and the resurgence of American industry [1]

Core Insights - AeroVironment, Inc. (AVAV) shares have increased by 65% in the past month, outperforming the Zacks Aerospace-Defense Equipment industry's growth of 8.3% and the broader Zacks Aerospace sector's gain of 6% [1][9] - The company's strong quarterly revenues, strategic partnerships, and notable contract wins have contributed to investor optimism [4][9] Financial Performance - AVAV reported a revenue growth of 140% in its first-quarter fiscal 2026 results, leading to a gross profit margin increase of 17% [4] - The Zacks Consensus Estimate for AVAV's fiscal 2026 sales indicates a year-over-year growth of 145.5%, while fiscal 2027 sales are expected to grow by 15.2% [13] Contracts and Partnerships - AVAV secured a $499 million contract from the U.S. Air Force Research Laboratory for the High-Performance Electromagnetic Spectrum Survivable Materials Advancement program [6] - The company signed a Memorandum of Understanding with Taiwan's National Chung-Shan Institute of Science and Technology to collaborate on autonomous systems [5] Growth Prospects - AeroVironment is well-positioned for steady growth, driven by its expanding role in defense, space, and autonomous technology [7] - The company has a record backlog of $1.1 billion for fiscal 2026, providing strong visibility for future projects and revenues [11] Valuation - AVAV's forward 12-month price-to-earnings (P/E) ratio is 101.93X, which is higher than the industry average of 51.41X, indicating a premium valuation [16]

Financial Highlights - Space Billionaire Rival to Elon Musk's net worth increased by $500 million [1]

5 4 Command Engine start. 2 1 [Music] [Music] There you hear the sonic boom. You see the engine relight.[Music] Capsule touchdown. >> And we have touchdown. Welcome back, Space Nomad.>> Auto safing start. Welcome home, NS36. ...

Core Insights - The current market momentum is driven by strong earnings rather than speculation, contrasting with the late 1990s tech bubble [3] - Long-term investors should view volatility as an opportunity to buy during dips, as corrections typically occur about once a year [2][4] - The technology sector is undergoing a transformative period, with significant potential in areas like quantum computing, robotics, and AI [5][6] Company Insights - Broadcom is highlighted as a strong investment opportunity, often referred to as the "poor man's Nvidia," and is a major holding in the ETF TGLR [8] - Lamb Research is noted for its significant market share in NAND memory, with a stock price increase of approximately 102% this year and a dividend yield of 7.7% [9][10] - Symbotic, a robotics company, has a strong relationship with Walmart, which accounts for 85% of its revenue, but is expanding its client base [11][12] - Spotify is recognized for its growth potential, with a leadership change that is expected to support its ongoing expansion in monthly average users [13][15] Investment Strategy - The company has launched a macro cycle opportunity strategy focusing on leading technologies that will drive the next industrial revolution [5] - The approach includes buying during market pullbacks and maintaining a concentrated portfolio of high-potential stocks [6][19] - The firm is also exploring private market investments through platforms like Equity Zen, targeting companies such as XAI, SpaceX, and OpenAI [21][23]

I have a daughter which is 16. Celeste is 16 and uh she was doing her homework on history of art and she's clear with me. She said I don't want to become an architect but it's however she was curious enough to to ask me a question on which might be really a good starting point to explain the the architecture.She said she said why in the Greek temples there is always a even number of columns. So I explained to her that if you have a even number of columns you will always have a space in the middle. So you yo ...

Geopolitical Risk - The defense industry is facing heightened geopolitical risk due to German Defense Minister's warning about potential Russian deployment of nuclear weapons in space [1] - NATO allies are considering developing "offensive capabilities" in orbit, indicating a potential escalation of space-based military activities [1] Defense Spending - Germany plans to invest billions to protect its satellites, signaling increased defense spending in the space domain [1]