J L 2025
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This looks like another DOGE audit on health system budget usage / distribution. Palantir will add value to dig out inefficiencies and provide timely information for better health system.
Palantir NHS Data Furor Raises Questions For Future Government Contracts
$NVDA$ easily $250 with the current AI chip boom.
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$Corning(GLW)$ cEO hinted there are more big contracts in discussion, META is just one of them. Definitely holding onto this long term.
$BigBear.ai Holdings(BBAI)$ waiting on big news on Saudi collaboration.
$Ondas Holdings Inc.(ONDS)$ how many drones do you think Saudi is going to invest in?
$Nuburu, Inc.(BURU)$ https://www.reuters.com/business/aerospace-defense/us-army-buy-1-million-drones-major-acquisition-ramp-up-2025-11-07/ Use them for laser target shooting practices.
$Red Cat Holdings Inc.(RCAT)$ https://www.reuters.com/business/aerospace-defense/us-army-buy-1-million-drones-major-acquisition-ramp-up-2025-11-07/
$Ondas Holdings Inc.(ONDS)$ US mitary to purchase a million drones annually in the future. use them as expendable munition. https://www.reuters.com/business/aerospace-defense/us-army-buy-1-million-drones-major-acquisition-ramp-up-2025-11-07/
Uber onboard , then Grab would probably do same.
China’s Pony AI, WeRide File for Hong Kong IPOs in Milestone for Driverless Tech Sector
Robux Robux Robux on the way to $300. Imagine they start making Roblox movies next.
Mattel Expands Collaboration With Roblox to Bring New Slate of Games to the Platform, Launching With Monster High Experience October 24
$Roblox Corporation(RBLX)$
This is some scary news. Giving data center 800v to play with. The higher the voltage the higher the risk with power electronics switching element and giving these to non electrical person to play with, will only introduce chances of letting more smokes out of equipment. I do hope they know the risk with higher voltages.
Power Integrations Stock Jumps 13% After Collaborating with Nvidia on Power Supply Push
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BRIEF-Rocket Lab Secures Multiple Launches With Japan Aerospace Exploration Agency (JAXA)
$Tesla Motors(TSLA)$ Based on testing, analysis, and expert opinion, the Tesla Robotaxi is not yet workable because its Full Self-Driving (FSD) technology has significant safety and technical limitations, relies on a camera-only system that is less robust than competitors' sensor suites, and faces substantial regulatory challenges and public distrust. While Tesla conducts limited pilot tests, its technology is far from the Level 4 autonomy needed for a truly unsupervised robotaxi service.
$Plug Power(PLUG)$ hydrogen production and storage is one of the missing chess piece in today's excessive investment into renewable energy. Spain and Germany is the exact scenario where over reliant on renewable energy can introduce transient supply dip or spike to power transmission voltages. And these could unintentionally trips the power grid leading to cascading black out through out the system. Hydrogen and battery play the safety buffer to convert excess energy into stored capacity and the later to buffer when production from renewable dips.
Tesla immunity is gone. Time to face the music.
US Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD
$Palantir Technologies Inc.(PLTR)$ salesforce customer been hit with cyber hacks.
$Netflix(NFLX)$ what are the link between NFLX popularity and SpaceX? My best guess would be NetFlix streaming is bogging down SpaceX traffic. And with more consumer digging into Netflix, it's definitely testing low orbit satellite traffic. It would not be a surprise if customer start switching to OTHER low orbit satellite internet provider. More reason for SpaceX to start cancelling Netflix.
$Nuburu, Inc.(BURU)$ blue laser is the hottest spectrum.
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