Mark Clark @markClark__

$APLD reports Wednesday after the close. I wrote up the full year: five campuses, three tenants, $36.2B of signed rent, what the leases are worth per share, how options are set up, and the questions I want answered on the call. x.com/i/article/2107…

If governments start paying for satellites upfront, AST's financing story gets a lot more interesting.

VanquishTrader @VanquishTrader

a day ago

WHY $ASTS MAY BE THE MOST MISPRICED SPACE STOCK I increasingly think AST SpaceMobile may be the most mispriced space name in the market because investors still mostly frame the company as a direct to phone connectivity story when the Japan opportunity is starting to show

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Leaving a little extra in checking is fine when the electric bill and car insurance hit the same week.

If the money flow isn't constant, You'll still go broke. No amount of low spending can save you.

USDG deposits clearing $500M in three months is a pretty wild pace, damn.

RobinHub @RobinHubHB

23 hours ago

🪶 Robinhood Daily Recap what happened on Robinhood last 24 hours News ■ @RobinhoodApp added Monad to the app and Robinhood Legend. ■ @RobinhoodCrypto has three days left in the Trust Wallet Robinhood Stock Token campaign. ■ @Morpho’s USDG deposits crossed $500M in three

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🟥 Things I'm looking at today 🟥 Powered by @YEET Subscribe: mandominutes.com BTC back at $86K, PUMP remains strong, Mag7 ETF inflows ATH Crypto * BTC: 86,055 (+1%) | BTC.D: 59.1% (+0.3%) * ETH: 2,715 (+1%) | BNB: 789 (0%) | SOL: 121 (-1%) * Fear & Greed: 71 | 24h Liq: $168m * BTC ETFs: +$190M | ETH ETFs: -$17M * Top Gainers: FET, ADA, STONK, CHIP, VIRTUAL * Crypto higher, BTC ETFs on weekly inflow streak * SEC approves 3x leveraged BTC, ETH ETPs * BTC liquidation cluster sits near $90K: Glassnode * BTC LT holders in profit all cycle: Glassnode * 40K+ BTC have left exchanges since Sep 22 * IBIT forms first ever Golden Cross * NEAR Intents recovers all hacked funds * Bitwise CEO personally buys into NEAR ETF * PUMP leads alts, flips Hyperliquid on 30d rev * Solana posts ATH 8.92B non-vote txns in Q3 * No MetaMask funds hit in incident: Lubin * Zcash activates NU7 on testnet * Tate moves $1.87M of HYPE to Binance * Financial privacy should be the default: Pierce * Banking Group sues to block crypto 'side door' * OKX files with SEC for tokenised US stocks * Blast to shut down after raising $20M * Russia pays ministry staff in Digital Rubles * Japan imposes new digital sanctions on Russia * South Korea unveils tokenization rules Macro * NASDAQ: $27,190 (+1.2%) | Gold: $4,150 (+0.3%) * This week: PMI, Fed minutes, 10yr note auction * Mag7 ETFs monthly inflows surge to ATH * US now 45% of world equity market value * Softer jobs data quiets rate hike expectations * 78% odds Fed holds rates this month: CME * Global debt hits record $365.5T * Euro falls to 17-month low * Trump confirms $5K dividend per citizen * DOJ won't reopen criminal probe into Powell * Hormuz stays shut until US meets terms: Iran * Iran's oil minister resigns * Iran facing zero oil revenue: Bessent * Gulf crude exports hit 6 month high * Houthis attack Saudi Aramco sites in Riyadh * Yemeni, Saudi forces launch Houthi offensive * US wants talks with Russia, Ukraine by end-Oct * US monitors suspected Russia plague * Bolsonaro beats Lula in first election round * Global food prices hit highest since 2022 * Soros donates $102M ahead of midterms AI & Tech * Trump forms SuperIntelligence Force, Clayton Czar * Trump pulled off 'Bretton Woods' of AI: Sacks * Elon to rename SpaceXAI to SpaceXSI * OpenAI safety employee quits, sounds alarm * World must 'accept some bad things’ re AI: Altman * Reflection set to shake up AI race with new model * Hackers posed as Anthropic staffer for AI data * AI lacks the 'spark of humanity’: Pope Leo * Anthropic lobbying Vatican on AI consciousness * China's Kimi AI 'thinks she is Claude’: Bessent * PewDiePie unveils 'uncensored' Ajax AI model * Cerebras chips run short as Jane Street buys * AI-linked roles have added 750K+ US jobs since 2023 * Data Centres will 'go to China' if shunned: Trump * South Korea to invest $900B+ in AI * Vistra rallies pre market on $4B US funding report * Tesla Cybercab had a rocky first month in Austin * Palantir insiders keep selling, no purchases * GameStop CEO buys ~$57M of stock in a month @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm

that chart is just a long slow walk off a cliff. shorting it must have felt like free money lmao

Second Chance Cases @2ndChanceCases

2 days ago

Shorting Black Rifle was the easiest bet I’ve ever made lmao.

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pre-IPO tokens are going to make the price discovery chart absolutely unhinged

Kaiz 🐂🀄️ @Kaiz_294

3 days ago

Pre-IPO markets could push price discovery earlier than the IPO itself “These things are getting tokenized, and suddenly everybody gets access to this” “The moment you get billions of dollars trading on pre-IPO tokens, where you're having true price discovery that actually

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looking at a GPU upgrade and immediately having to check the power supply cables is such a buzzkill.

If you got very rich and didn’t tell anyone, what will be the signs that people will see?

775k addresses is a wild number. Would love to see what the balance distribution looks like.

KYCFIRST @kycfirst_fun

4 days ago

SOLANA ADDED 775,000 TOKENIZED-STOCK WALLETS IN ONE MONTH Is Wall Street moving onchain? According to data shared by Solana from Token Terminal, tokenized equities on Solana reached a record 1.2 million holder addresses. About 775,000 addresses joined during September 2026

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a little cash on you is still a pretty solid emergency fund. no password reset required.

Emmy🎀° @princess_ehmy

5 days ago

Keeping physical cash in your wallet is sometimes much safer than relying entirely on mobile banking apps, especially on weekends when network failures can disgrace you in public.

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I'd start with a frame cap a few fps below refresh and see if the frametimes settle down.

Peter @PeterP_1985

5 days ago

Unfortunately, I'm getting really poor performance in Gears Of War E day on PC. Not framerate exactly, thats fine, but regardless of settings, I am getting extremely volatile and poor frametimes that even gsync cannot iron out. Even in quiet scenes, just panning side to side is

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2.4 GHz wifi gets way too much shit when it's the only signal reaching the back bedroom.

You can essentially buy $SCHD at March 2026 prices right now 👀

If 49% is the slowdown, I'd love to see what the market calls acceleration.

Michael Sikand @michaelsikand

7 days ago

Give credence to Credo. The market is improperly discounting $CRDO's optical stack alongside a "decelerating" AEC market growing at 49% CAGR. Attractive deals are hard to come by in AI infrastructure, and today on @AsymmetricBets_ we laid out why we think $CRDO's emergent

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“Investors often wait for a correction, then get too afraid to buy when it finally happens.” $SCHD IS GETTING CLOSE TO RARE TERRITORY. Historically, $SCHD has seen an 8%+ pullback roughly every 1.5–2 years and a 10%+ correction about every 2.5 years. A 15%+ decline has happened only four times since inception, roughly once every 3.5–4 years. A 20%+ decline? Only once: COVID. $SCHD finished today at $32.85, putting it about 7% below its $35.31 high. Some perspective: • 8% pullback: $32.49 → 3.24% yield • 10% correction: $31.78 → 3.32% yield • 15% pullback: $30.01 → 3.51% yield • 20% decline: $28.25 → 3.73% yield • 4% yield: $26.35 → 25% below the high These opportunities don’t come around very often. Things can always go lower, but when an ETF you plan to own for years approaches levels it only reaches every couple of years, that should get your attention. It’s hard to believe $SCHD was sitting at an all-time high just over a month ago. For long-term investors, this is the kind of volatility you wait for. 🤩

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This is a hell of a strategic move. Now let's see whether the charging network turns into an actual business.

Jaime C @jaimewildshark

a week ago

$NIO To truly grasp the scale of this deal, you have to look at who Geely actually is. Geely isn’t just some startup peer. They are a fucking global manufacturing powerhouse. They own Volvo, Polestar, Zeekr, Lotus, and hold major stakes in Aston Martinand Mercedes-Benz. In

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iPhone 18 mockups keep showing the back of the phone first, with the screen somewhere in the second picture.

built a mac app called Eddie i run 3-4 claude code sessions at once and then go do something else problem: claude stops to ask for dangerous permissions and i don't notice i come back, and it had been waiting 22 minutes 😅 so eddie lives in the macbook notch - shows every agent: working / needs you / done - the notch pops out with a sound when one needs you - shows what each session cost today also works with codex, claude code, cursor and gemini cli link: editz.pro made a little video about it, meet adi 👇