AR
@aradchenko1
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If you aren't excited about the future, you are in the wrong investments. @UTEX_io
Joined May 2011
$RKLB - For 2025, launch earned $199M. Unless I'm missing something, $199M launch revenue divided by 21 launches implies an avg launch price of $9.47M for electron, whereas in 2024 it was about $7.8M (a 21% increase YoY). Sure, some of these are haste launches but an electron
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👨🎓 @Stanford University's full course "Transformers & Large Language Models" (CME 295) - https://t.co/VKty8kAOPy - is now on YouTube, 100% free. 9 lectures, ~2 hrs each. If you're interested in learning about GenAI/LLMs, now is the time: ➡️
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JUST IN: 🇮🇷 Gulf countries issue statement saying they have a right to respond to Iran's "unacceptable and unjustified" attacks: 🇦🇪 UAE 🇶🇦 Qatar 🇴🇲 Oman 🇰🇼 Kuwait 🇧🇭 Bahrain 🇸🇦 Saudi Arabia
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$AAOI feels like must-have photonics exposure to me. Their earnings report is genuinely black magic. $LITE ($50B MC): FY 2026 est. ~$2.91B $AAOI ($5.6B MC) H2 2027: $4.35B ARR. Their growth projections literally leapfrogged $LITE for 2026. Not even kidding. Gross margins
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New bar just opened. Called Monitoring the Situation. Open 24/7.
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Energy sector $XLE Short Interest remains near the highest in over a decade. Just as the U.S.-Iran war begins.
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Micron $MU just announced the grand opening of its new semiconductor assembly and test facility in Sanand, Gujarat, India 🇮🇳
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POD UP! 🚨 -- Why software stocks are imploding -- Claude's hit list, Citrini's essay -- What's behind datacenter opposition -- State of the Union reactions -- SCOTUS strikes down tariffs, Trump's pivot ***This was recorded on Thursday, before the Anthropic/DoW fallout - we
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AI-authored code: 20% of commits by end of 2026.
4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory, we believe that Claude Code will be 20%+ of all daily commits by the end of 2026. While you blinked, AI consumed all of software development.
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Former Mt. Gox CEO proposes hard fork to recover $5.2 billion in bitcoin from 2011 theft
theblock.co
The proposal acknowledges it would require a coordinated network upgrade and could risk a chain split if parts refuse to adopt the change.
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AI has turned into a growing systemic risk for the U.S. financial sector: The breakdown in regional banks ETF $KRE today is the clearest sign that risk has fully migrated from earlier, mechanical positioning flows into the credit‑sensitive core of the equity market. Because
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*SPACEX SAID TO WEIGH CONFIDENTIAL IPO FILING AS SOON AS MARCH *SPACEX COULD SEEK VALUATION OVER $1.75 TRILLION IN IPO: SOURCES
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Someone is aggressively buying up MILLIONS worth of short-dated Gold calls
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So, all that CoreWeave raised during Q4 2025, they spent on, of course, GPUs. And that’s, folks, the whole purpose of CoreWeave's SPV: to raise debt and funds in order to buy GPUs, helping Nvidia inflate demand and enabling CoreWeave executives and Magnetar to cash out as soon as
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$DDOG Datadog -- Somebody bought $4 million worth of December 130 calls today.
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Jack Dorsey owned Block $XYZ just announced it is laying off roughly 50% of its workforce or 4,000 employees - CNBC Block stock is up by 20% 🟢 in after-hours
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The Daily: ZachXBT probe alleges insider trading at Axiom, Vitalik's February ETH sales hit $35M, OCC issues GENIUS Act proposal, and more
theblock.co
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
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