Arthur @ArthurStr5

As discussed with Oracle an hour ago, Oracle remains committed to Project Jupiter and its contract with Bloom to deliver 2.4 GW of fuel cell capacity. We are excited to execute Project Jupiter on Oracle’s planned timeline.

This is the L4 silicon, the chip at the center of every sensor in the Rev8 OS family. Ouster L4 silicon has up to 256 channels, 42.9 GMACs of on-chip processing, and up to 10.4 million points per second, feeding 48-bit native color lidar out to the OS series' full range. More channels and more photons mean more points land on every object and stay there as it moves farther away or a vehicle moves faster. That is the difference between a few stray returns on a distant object and enough detail to classify it and track where it is going. Because performance scales with the silicon, every generation gets more range and resolution without needing to redesign the sensor around it. Learn more about Rev8 and the L4 silicon: ouster.com/rev8

We are partnering with Palantir to bring trusted AI cloud infrastructure to Palantir’s commercial customers. Palantir has named Nebius its preferred sovereign AI infrastructure partner. Nebius compute and inference endpoints will run inside the Palantir enterprise perimeter – giving customers control over their compute, data, and models. The partnership is based on a shared vision that open models, continually adapted using customers’ own data, can deliver better domain-specific intelligence while improving control and security. Read the full press release: nebius.com/newsroom/palan…

$LRCX open Austria wet lab to focus on panel-level packaging. Interesting timing: - Within weeks before $TSM's CoPoS pilot line is expected to complete (according to Commercial Times) - And only weeks after $AMAT closed the NEXX electrochemical deposition acquisition Western OEMs are seemingly mobilising for a production handoff on CoPoS that most think was coming in like 2028/2029? I don't think the TAM means much for $LRCX or $AMAT cos it'll just move the marginal capex line and not share price imo. So assymetric exposure probably sits in the second/third derivative in names like: > $ONTO - clean expression of CoPoS supply chain. > Suss Microtec - pure-play for panel coating + bonding which maps directly onto CoPoS BOM. > Glass substrate stack e.g. $GLW, AGC (5201), NEG (5214) - captures transition from organic cores to glass core panels that the CoPoS roadmap implies. > Disco (6146) for panel singulation. > $CAMT and $KLIC, everyone knows Just some initial notes after reading the news.

⚡️ UPDATED: Photonics Watchlist 1. Transceivers/Lasers: $LITE $COHR $AAOI $SIVE $ADTN 2. Connectivity Silicon: $CRDO $ALAB $MRVL $MXL $SMTC $NOK 3. Established: $AVGO $ANET $CSCO 4. Glass: $LPK $GLW $INTC 5. Substrates: $IQE $SMTOY $AXTI $SOI 6. Systems: $CLS $FLEX $JBL $FN $CIEN $PENG 7. Test: $AEHR $TRT $VIAV 8. Foundry: $TSEM $GFS Notes: - Added all relevant players in the space without filtering any names. - Will look to add more Asian/European companies that fit well.

The entire AI-Infra stack mapped out. These are the best positioned businesses in every sector: Data centers $CRWV $IREN $ORCL Top pick: $NBIS Connectivity $AAOI $ALAB $LITE Top pick: $CRDO Energy $OKLO $FLNC $EOSE Top pick: $BE Supply Bottlenecks $AXTI $IQE $COHR Top pick: $WOLF Thermal Management $NVT $MOD $PH Top pick: $VRT Save this for later use.

“Everything we set out to do this quarter, we did. In most cases, we did more.” – Arkady Volozh, founder and CEO Highlights from our Q2 results: Total contract value won during the quarter up 4x; Four landmark customer agreements averaging over $1 billion in TCV; Average annual contract value above $20 million per MW; AI cloud revenue up 514% to $575M, and a higher adjusted EBITDA margin of 50%; Contracted capacity guidance for 2026 increased to 5 GW; Expecting to deploy more than 1 GW per year from 2027.

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Everyone treats interconnect like it’s copper versus light. It’s both, and $CRDO is the only name that owns both sides. The physics is simple. At today’s lane speeds copper only reaches about two meters. Past that you need light. But inside two meters copper still wins and always will. It’s cheaper, uses less power, and doesn’t need converting electrical to photons and back. Chips sitting inches apart will never justify optics. So every rack ends up mixed. Copper for short, light for everything else. Credo owns copper today. Active cables and retimers, 68% gross margins, Amazon and Microsoft as customers. Then they spent $750 million on DustPhotonics and brought silicon photonics in house across 800G, 1.6T and 3.2T, sitting right next to the SerDes and DSP they already had. Their CEO said optical could go 50-50 with copper and eventually pass it. They are positioned.

Today I'm writing a weekend guide on how to do DD when shorting $NBIS: First, you look at hyperscaler earnings for AI cloud read through: > $GOOGL: reports record AI cloud demand + backlog + margin increases from earnings > $AMZN: reports record AI Cloud demand + backlog + margin increases from earnings > $META: reports higher than expected prices for available capacity from earnings. Now, time to look at Nebius: -> $NBIS: Growing hundreds of percent to $7-9B ARR by Q4. Growing margins, and guided 4GW+ contracted power. -> Sees Uber/Waymo splitting, putting more focus on Avride -> Sees Clickhouse growing rapidly every quarter. Okay looks bad! But next, you need a hedge? -> Wow! A $NIKE brand executive, after the stock dropped 75% over the past 5 years, went to $LULU to save that brand next? Lululemon seems good. Conclusion: Short Nebius and go long on $LULU

Start building with Kimi K3 on Nebius Token Factory today with $25 in free credit. Join the Nebius Builder Program and claim your $25 in free credit to start coding, test ideas, build prototypes, and see what Kimi K3 can do (program terms apply). We can't wait to see what you build. dev.nebius.com/builders?utm_s…

AST SpaceMobile Accelerates Presence Across Europe with Leading Mobile Network Operators businesswire.com/news/home/2026…

Successful launch… again!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 🚀🚀 🚀 Our DC team in full comms with BlueBirds 11, 12, and 13 within minutes, and just confirmed full Nominal Operations. BlueBirds 14, 15, and 16 to follow soon after, with production underway in Texas through spacecraft 42. We now have ~20,000 sq ft of combined aperture hardware in Space! Bigger is better and we have the biggest!!! Beta service around the corner! 🤠 🇺🇸🌎📶📱

Deployment of all three BlueBird satellites confirmed

Falcon 9’s first stage has landed on the A Shortfall of Gravitas droneship

$ASTS This wasn’t a marketing meeting. It wasn’t a courtesy visit. It was an intensive technical and product workshop covering network architecture, GTM (go-to-market) strategy, technical integration, user experience, voice, video, messaging, and Meta AI. Companies don’t dedicate engineering and product teams to this level of planning unless they’re building toward something tangible. We’ve now seen multiple AST SpaceMobile–Meta site visits over the last 6-8 months. At some point, these workshops stop being workshops and become a definitive commercial agreement. 👀👀👀👀👀 I think we’re getting close. 🅰️🅰️🏆🏆💎💎 YOU ARE NOT BULLISH ENOUGH

Kevin Chen @Defiantclient2

2 months ago

$ASTS $META: 🚨META HOSTS AST SPACEMOBILE TEAM AT MPK OFFICE IN SAN FRANCISCO FOR COLLABORATION AND PARTNERSHIP @Meta X @AST_SpaceMobile 🤝 + End-to-end journey + Product vision + User experience + Network architecture + GTM strategy + Technical integration for D2D voice,

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$ASTS and $META are now building WhatsApp over AST’s network for direct-to-device voice, video, messaging and Meta AI worldwide. The partnership also explores space-edge computing, laser backbones and cloud integration for seamless satellite-to-terrestrial coverage.

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$ASTS $META: 🚨META HOSTS AST SPACEMOBILE TEAM AT MPK OFFICE IN SAN FRANCISCO FOR COLLABORATION AND PARTNERSHIP @Meta X @AST_SpaceMobile 🤝 + End-to-end journey + Product vision + User experience + Network architecture + GTM strategy + Technical integration for D2D voice, video, messaging, and Meta AI experiences

Guinness World Record. 🏆 We build bigger in Texas 💪💪💪 BlueBirds just made history, recognized by Guinness as the world’s largest commercial communications arrays ever deployed in low Earth orbit. An American breakthrough in space engineering. Built in Texas. Broadband from space. A market we invented. 🇺🇸🌎📶📱 #ASTSpaceMobile #GuinnessWorldRecords #Broadband #ConnectingtheUnconnected #BlueBirds

If Elon Musk wouldn’t have purchased Twitter the invasion of Spain would be censored.

Spanish patriots patrol the streets of Ceuta to hunt down North African invaders.