We’re launching PortfolioAdvisorAI — an AI-powered ETF analysis platform built on Google Gemini Agents. In this first episode, we share: ✅ Why ETFs + AI are the future ✅ How we tailor insights to your goals ✅ What’s coming next 👉 Listen now + join the waitlist:

Calm tape into data: eyes on PCE and Fed speakers; trend hinges on 10Y drift and VIX pulse as AI-capex narratives meet growth signals. $SPY $QQQ #StockMarket #Fed

Summary:The "Orbital Edge" is the next structural shift. Infrastructure ($RKLB, $RDW) builds the road. Apps ($BKSY, $PL) drive the cars. Position accordingly. This is a 5-10 year hold. 🌌 Not a financial advice. #StockMarket #TechTrends

🍁 Canadian Strategy:• High Growth ($RKLB, $BKSY, $PL) ➡️ TFSA. No dividends = no withholding tax pain. Pure tax-free gains. 🚀 • Dividend Payers ($LMT, $NOC) ➡️ RRSP. • Home Team ($MDA) ➡️ Any account. Not a financial advice.

Tweet 8/10⚠️ The Risks (Read this): Physics: Cooling H100s in a vacuum is incredibly hard. If thermal mgmt fails, chips throttle. Cash: Capex is heavy. Watch burn rates for operators ($BKSY/$PL). Regs: ITAR is a wall. US-domiciled infra wins. Not a financial advice.

Pick #5: The Safe Harbor - MDA Space ($MDA)• Verdict: Core Hold• Thesis: Profitable, stable backlog, robotics monopoly (Canadarm3). • Catalyst: CHORUS constellation launch (Target Q4 '25/'26). • Role: The "Blue Chip" of the sector. Not a financial advice.

Pick #4: The Data Moat - Planet Labs ($PL)• Verdict: Accumulate• The Shift: Moving from "selling pixels" to "selling answers." • Tech: Pelican-5 & 6 launched (Nov '25) with NVIDIA Jetson modules onboard. • Play: Long-term margin expansion via software. Not a financial

👁️ Pick #3: The Speed King - BlackSky ($BKSY)• Verdict: Aggressive Growth• The Edge: Gen-3 sats are LIVE (35cm res). Commissioned the latest bird in just 3 WEEKS (Dec '25). • Why: They deliver intel in seconds, not hours. Exactly what JADC2 demands. Not financial advice.

⚡ Pick #2: The Utility - Redwire ($RDW)• Verdict: Buy / Value• The Thesis: Servers generate massive heat. You can’t cool them in a vacuum without massive radiators. $RDW owns the thermal/power stack (ROSA). • Growth: Q3 '25 Rev up 51%. • Moat: Physics. Not a financial

Pick #1: The Prime - Rocket Lab ($RKLB)• Verdict: Strong Buy• The Moat: Not just launch. They build the bus, power & software. • The Numbers: Q3 '25 Rev $155M (+48% YoY). Backlog >$1B. • Catalyst: Neutron maiden flight (Q1 2026). Success = 2x TAM. Not a financial advice.

The Macro Setup:1️⃣ AI Power Crunch: Earth grids are tapped out. Hyperscalers are looking up—orbit offers 24/7 solar. 2️⃣ Speed of War: Defense needs sub-minute intel. "Store & Forward" is dead. The solution? Orbital Edge Compute. Processing data on the satellite. Not a financial

🚨 INVESTMENT THESIS: The Orbital Edge (Dec 2025 Update) 🚨 We’ve moved from "Powerpoint Space" to "Hardware Space." The new driver? AI Energy Arbitrage & Defense "Kill Chains." Here is the ranked shortlist on how to play the "Data Centers in Space" theme. 🧵👇 Not a financial

Risk tone steady as futures hug the flat line; 10Y holds its recent range and VIX stays muted. Focus turns to PCE and Fed speakers for the next cue. $SPY $QQQ #StockMarket #Fed

FOLD 🚀 ~30% today on BioMarin’s all-cash $14.50 buyout (~33% premium). With price near the offer, this is #MergerArb not momentum—tiny spread, deal risk remains. Trade the basis, not the hype. (Not advice) #Biotech #BioPharma #MNA #EventDriven #Arbitrage #Investing #StockMarket

Flash PMI fell to a 6-month low, signaling cooling growth; 10Y ~4.16% (~-3bp). Stocks mixed: $SPY -0.24%, $QQQ +0.23%. #StockMarket #PMI

Range-bound mood into key data and Fed speakers: $SPY and $QQQ near flat as 10Y holds its recent range and VIX stays muted; rotation persists—energy/financials firmer while software/semis lag. #StockMarket #Fed

Flash PMIs signaled a U.S. growth cooldown to a 6-mo low, pressuring stocks and pulling yields down: $SPY -0.5%, $QQQ -0.3%, 10Y ~4.16% (-3bp). #StockMarket #PMI

Risk-off tone amid mixed catalysts as tech leads declines: $SPY −1.1% pre-mkt, $QQQ −1.9%. Caution into this week’s data and Fed speakers. #StockMarket #Economy

Risk tone neutral into key data and Fed speakers: $SPY ~0%, $QQQ ~+0.2%; 10Y ~4.12% (≈0bp), VIX ~16.2. Cross-asset signals balanced after recent AI-led swings. #StockMarket #Fed

Risk tone steadies into the Fed decision: 10Y ~4.12% (≈0bp), VIX ~16.1; $SPY +0.2% pre-mkt, $QQQ +0.3%. Focus shifts to pace of 2026 cuts and balance-sheet guidance. #StockMarket #Fed

Ahead of Wednesday’s Fed decision, a climb in the 10Y to ~4.18% (+4bp) drove a mild risk-off: $SPY -0.3%, $QQQ -0.1%; VIX ~16.7 as Comm Services lagged while Tech held up. #StockMarket #Fed