🚨 Walter Isaacson explains how Elon Musk is starting to blur the lines between his companies like SpaceX and xAI.By doing this, Musk can use SpaceX’s scale and cash flow to support AI growth without going public.With plans for satellites and data centers in low Earth orbit, plus real-world AI at Tesla and Optimus, it looks like Musk is building one connected AI system that links space, software, and the physical world. 🚀 $TSLA ...

Core Viewpoint - XTI Aerospace has divested its real-time location systems business to focus on its drone technology and aims for profitability by 2026 [1][3]. Group 1: Transaction Details - The sale of Inpixon GmbH was completed for EUR 4.64 million (approximately $5.48 million) effective February 3, 2026 [1]. - The divestiture is part of XTI's strategy to streamline its cost structure and sharpen its focus on drone technology [2][3]. Group 2: Strategic Focus - XTI's CEO emphasized the importance of making disciplined decisions to position the company for scale and profitability in markets with strong strategic opportunities [2]. - The company believes that the transaction aligns with its goal of establishing leadership in the drone sector and driving towards sustainable profitability [3]. Group 3: Inpixon's Future - Inpixon is expected to thrive under its new ownership, which brings technology experience and operational leadership to support its growth [3]. - Inpixon specializes in indoor positioning and real-time localization technologies, which are no longer aligned with XTI's strategic focus [2][3]. Group 4: Company Overview - XTI Aerospace is focused on advancing vertical flight and is a provider of unmanned aircraft systems through its Drone Nerds LLC business [4]. - The company is also engaged in developing advanced vertical takeoff and landing aircraft [4].

Core Insights - WISeKey International Holding Ltd and its subsidiary WISeSat have signed a commercial agreement with Latitude to assess the orbital launch of a secure IoT satellite constellation, aiming to deploy 100 satellites by 2029 to enhance global IoT connectivity and environmental monitoring [1][5][9] Group 1: Strategic Collaboration - The partnership with Latitude is aimed at developing the Zephyr Launcher, a small orbital rocket designed to meet the deployment needs of modern satellite constellations [3][4] - This collaboration is expected to provide a fast, controlled, and mission-compliant deployment that aligns with the stringent security requirements of critical IoT applications [4][11] Group 2: Market Demand and Technological Integration - There is a growing global demand for IoT connectivity for various applications, including environmental monitoring and critical infrastructure oversight, which WISeSat aims to address with its satellite constellation [2][12] - The satellites will incorporate WISeKey's core cybersecurity technologies, ensuring secure data transmission and robust protection for IoT communications [6][7] Group 3: Future Infrastructure Development - The agreement signifies a shift towards a new generation of digital infrastructure that integrates space, cybersecurity, and IoT, which is crucial for data protection in both enterprise and government sectors [6][9] - The collaboration is positioned to support essential applications, providing a sovereign and scalable response to the increasing connectivity needs globally [9][10]

Core Insights - Boeing Co. is eliminating approximately 300 supply chain jobs from its defense division, notifying affected workers this week [1] - The job cuts are part of a broader trend where companies like Amazon and UPS are also reducing their workforce [1] - Boeing is still hiring, with over 1,300 job openings available, and is assisting affected employees in finding other positions within the company [2] Workforce Overview - Boeing's headcount was 182,000 at the end of 2025, an increase of about 10,000 workers from the previous year [3] - The company has been hiring to integrate Spirit AeroSystems Holdings Inc., increase commercial jet production, and begin work on the B-47 fighter jet for the Pentagon [3] - Earlier reports on Boeing's staff reduction did not specify the number of jobs being cut [3]

Performance Summary - Tourlite Fund, LP returned 0.2% for Q4 2025 and 2.8% for the full year, with an annualized return of 8.1% since inception, underperforming the S&P 500 (13.3%) and Russell 2000 (6.5%) [2] - The fund's long positions struggled due to poor stock selection, while the short book generated a positive contribution of 0.9% [3][4] Market Outlook - The outlook for 2026 is optimistic, anticipating strong economic growth and declining inflation, supported by pro-growth policies ahead of midterm elections [5] - A rotation in market performance has been observed, with the Russell 2000 outperforming the S&P 500 and sectors like industrials and materials leading [6] Risks and Opportunities - There are concerns about potential inflationary pressures re-emerging later in the year due to aggressive monetary policy and fiscal stimulus [7] - If inflation pressures return, it may create opportunities for short sellers as market dynamics shift [8] Portfolio Composition - The average net beta-adjusted exposure was 20%, with gross exposure ranging from approximately 175% to 260% [9] - Sector concentration included consumer (~20%), industrials (~50%), and technology (~25%), with a strategy of being short consumer and long industrials [10] Notable Positions - FTAI Aviation is expected to reach $250 per share, with potential for $1 billion EBITDA from a new initiative [13] - Montana Aerospace has been initiated as a new position, trading at a significant discount with strong growth potential in the aerospace sector [18][19] Short Positions - The fund has established short positions in companies with unfavorable supply-demand dynamics and high valuations, anticipating declines in volume and margins [23][24] - Specific shorts include a consumer company expected to face revenue and margin disappointments due to transitory conditions [27]

Group 1 - Counterpoint predicts that Broadcom will expand its market share in the custom chip (ASIC) market to 60% next year, capturing nearly 99% of wafer manufacturing orders from the top ten global data centers and ASIC customers [2] - The competition in the AI chip market is expected to intensify between ASICs and GPUs, with Broadcom and TSMC positioned as the biggest winners in the second phase of the AI chip boom [2] Group 2 - Yujian has commenced the mass delivery process for its third batch of full-size industrial humanoid robots, ATOM, which are set for large-scale delivery in 2026 [2] - LG Energy Solution has signed an agreement with Hanwha's U.S. subsidiary to supply 5 GWh of batteries for energy storage systems, with production planned locally to avoid tariff uncertainties [2] Group 3 - Samsung Display plans to start mass production of 8.6-generation OLED panels in May, which are expected to be used in Apple's upcoming OLED MacBook Pro models [2] Group 4 - Tianbing Technology announced the completion of the first satellite measurement and launch technology plant in China's commercial aerospace sector, which will enhance the efficiency of satellite testing and launch preparations [2]

RT Sawyer Merritt (@SawyerMerritt)UPDATE: The FCC has accepted SpaceX’s filing for a new non-geostationary orbit (NGSO) system of up to one million satellites, and is now seeking comments.“This satellite system will represent the first step towards becoming a Kardashev II-level civilization - one that can harness the Sun's full power," according to SpaceX. ...

RT Teslaconomics (@Teslaconomics)FCC has formally accepted and is now seeking public comments on the major application from @SpaceX!This application is seeking approval of launching a massive new constellation of up to 1 million satellites in low Earth orbit, which would function as orbital data centers.The FCC is now welcoming comments on the application, with a comment deadline around early March 2026.LFG!!! 🚀🚀🚀 ...

On Friday, Jeff Bezos owned Blue Origin announced at least a two-year pause of its space tourism flights to focus on moon missions. >> Take motion. >> In November, Blue Origin sent its powerful New Glenn rocket into orbit and returned the booster to a platform in the Atlantic.A first for Blue Origin. to bring back that first stage was gamechanging because now like an airplane you're now able to reuse that vehicle. >> John Kolis is senior vice president of lunar permanence at Blue Origin.NASA tapped the comp ...

Core Insights - AAR Corp. is a global aerospace and defense company providing a range of products and services to commercial airlines, government agencies, and defense contractors, competing with major players like Boeing and Lockheed Martin [1] Insider Transactions - Sarah Louise Flanagan, Interim CFO and VP of Financial Operations, sold 10,750 shares at approximately $108.56 each, leaving her with 32,848 shares, which may indicate her perspective on the company's future performance [2][6] Institutional Holdings - The Maryland State Retirement and Pension System reduced its investment in AAR Corp. by 51.1%, selling 5,330 shares, leaving it with 5,093 shares valued at $457,000 [3] - The Teacher Retirement System of Texas increased its holdings by 4.4%, now owning 5,482 shares valued at $377,000 [3] - Voya Investment Management LLC increased its stake by 2.6%, bringing its total to 12,528 shares worth $701,000 [4] Financial Metrics - AAR Corp. has a P/E ratio of 41.28, indicating investor willingness to pay for earnings [5][6] - The price-to-sales ratio is 1.41, and the enterprise value to sales ratio is 1.73 [5] - The enterprise value to operating cash flow ratio is notably high at 3,675.41, suggesting significant valuation compared to cash flow [5] - The debt-to-equity ratio stands at 0.67, indicating moderate debt levels, while the current ratio is 2.84, reflecting strong liquidity [5][6]