Stock Performance & Trends - Caterpillar hit a record high today [1] - Steve White's stock is up 31% quarter to date [1] - Delta is up 24% in a quarter and also hit a record high today; estimates for next year started at around $830%, went below $700%, and are now just above $700% [3][4] - Unity Software is up 23% quarter to date, reaching a 52-week high [5] - Brenda Parker Hannifan is up 185% quarter to date, also hitting a record high today, and is up about 40% for the year [6] - Hasbro is up 105% in the quarter, reaching a 52-week high [7][8] Investment Strategy & Outlook - The discussion favors playing the "picks and shovels" approach, particularly in private markets, rather than directly picking the next AI technology [2] - The economy is expected to be much stronger in 2026 than initially anticipated at the beginning of this year [4] - Brenda Parker Hannifan's strength is driven by the aerospace trend, with a focus on cost control, and the outlook remains positive [6][7] - Unity Software is considered a high-risk trade, requiring a turnaround to be seen to be believed, but is on the right track with 3D gaming and industrial simulation [5]

TriMas agreed to sell its aerospace business for $1.45 billion to an affiliate of private investment firm Tinicum https://t.co/gpFHVqIMoB ...

Space Industry Leadership & Transition - Former NASA administrator Bridenstine is credited with spearheading the creation of the Artemis Program [1] - Bridenstine created the Artemis Group, a lobbying firm representing aerospace companies seeking NASA contracts [1] Artemis Program & Lunar Lander Architecture - Former NASA administrators are calling for changes in the Artemis lunar lander architecture [1]

Robinhood co-founder @BaijuBhatt is giving Disrupt attendees an intimate glimpse into what's new with his latest venture, the aerospace solar power company @AetherfluxUSA.And you can be in the room for that and much, much more Oct. 27 - 29 by getting your Disrupt ticket today! https://t.co/BNWF7oOWIZ ...

Robinhood co-founder @BaijuBhatt is giving Disrupt attendees an intimate glimpse into what's new with his latest venture, the aerospace solar power company @AetherfluxUSA.And you can be in the room for that and much, much more Oct. 27 - 29 by getting your Disrupt ticket today! https://t.co/BNWF7oOWIZ ...

Nomination & Politics - The individual, described as a right-leaning moderate, disclosed political donations, with Republican donations being 10 times more than those to other parties [2] - The individual signed an ethics letter and would have honored it [3] - The individual's nomination was ultimately withdrawn, leading to time lost for Senators and staff [4] Space Industry & NASA - The individual has flown to space twice on SpaceX rockets and appreciates the company's accomplishments [3] - SpaceX is highlighted as the only way American astronauts have been able to travel to and from orbit since 2011 [3] - The individual holds no direct or indirect equity in SpaceX or any aerospace or defense company [3] - The lack of a confirmed NASA leader is a concern, especially with geopolitical rivals advancing in space [4] - The individual emphasizes the importance of America's competitiveness and leadership in space [5]