Tracking innovation through the markets || Space, Drones, AI, Robotics || Posts are not financial advice.

Boston, MA
Joined July 2024
$OUST is quietly rolling out industrial edge AI computers for robotsโ€ฆ What started as a lidar company, expanded into full-stack robotic perception, and nowโ€ฆ.? ๐Ÿคฏ This company is making all the right moves.
Stereolabs, an Ouster company, has introduced the ZED Box 2 Series, a new generation of industrial edge AI computers for AMRs, robot vision, and spatial AI. Both models support up to eight synchronized GMSL2 cameras for full 360ยฐ perception alongside lidar and other sensors. ZED Box 2 Max, built on @nvidia Jetson Thor with up to 2,070 FP4 TFLOPS, runs vision-language-action and foundation models directly on the robot. โ€œRobot vision shouldnโ€™t take five suppliers. With ZED Box 2 Series, we provide robotics developers with the unified compute, cameras, lidar, and perception software that come from one team that tests them together and stands behind all of it.โ€ - Edwin Azzam, CTO and co-founder of @Stereolabs3D Read the full announcement here: businesswire.com/news/home/2โ€ฆ
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Glad I still own $SOFI in my Roth. Incredible quarter! ๐Ÿ™Œ
$SOFI SOFI Q3 2026 EARNINGS: - Revenue: $1.4B, +44% YoY - Adj. EPS: $0.18, +64% YoY - Adj. EBITDA: $469.8M, 70% YoY - Members: 17.1M, +35% YoY FY27 Guide: - Revenue: $6.4B (Est. $6B) - EPS: $0.90 (Est. $0.82) - EBITDA: $2.24B - Net Income: $1.28B CEO Anthony Noto: โ€œWe are adding more members, who are using more products, and generating more revenue per product to create the most value for our shareholders over the long run.โ€ Our conviction in the opportunity ahead has never been greater.โ€ Pretty incredible quarter from SoFi and an even stronger 2027 guide.
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Another one. ๐Ÿ‹ $LMND
Lemonade Renters is now available in Idaho. lemonade.com/renters/explainโ€ฆ
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๐Ÿšจ $OUST Stereolabs introduces the ZED Box 2 Series, a new generation of industrial edge AI computer. These computers are engineered for autonomous mobile robots (AMRs), robot vision, and spatial AI systems requiring high-throughput multi-camera perception and edge processing. "Robot vision shouldnโ€™t take five suppliers," said Edwin Azzam, CTO and co-founder of Stereolabs. โ€œWith ZED Box 2 Series, we provide robotics developers with the unified compute, cameras, lidar, and perception software that come from one team that tests them together and stands behind all of it. Plug in your cameras and you can have reliable 360ยฐ perception in minutes, not weeks." Full press release: businesswire.com/news/home/2โ€ฆ
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That first Neutron update wasnโ€™t great, but the rest have all been bangers ๐Ÿ™Œ
Itโ€™s a beautiful day to set sail with the next pieces of Neutron flight hardware to Launch Complex 3. Earlier today we sent Neutronโ€™s Stage 2 and Thrust Module out of the Neutron Factory and onto a barge for transport through Chesapeake Bay to Wallops Island in Virginia. Once it arrives, the Thrust Module will go straight onto the launch mount at LC-3 for check outs and the beginning of wider systems demonstrations including integrated fluids tests and module-to-launch-mount interface checkouts. With no strongback on the launch mount by design, Neutronโ€™s Thrust Module is the rocketโ€™s only physical interface to the launch pad, which this upcoming test campaign enables us to test early before the entire vehicle comes together.
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$RKLB was the fastest rocket manufacturer in the world to its first 50 launches, and is about to be the fastest to 100โ€ฆ ๐Ÿ‘€
Rocket Lab is about to do something the broader public is not talking about... Electron is on pace to hit 100 launches FASTER than Falcon 9 did. This little rocket company founded in New Zealand is outpacing SpaceX's early years. And launch #100 is weeks away. $RKLB
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๐Ÿšจ $RKLB Neutron hardware preparing to ship over from Middle River to Wallops!
Rocket Lab Space Structures Complex Update 2 October 26, 2026 Middle River, Maryland For the first time, we have Rocket Lab Neutron hardware at the lagoon, getting ready to be picked up for shipment to Wallops!! No sign of a tug and barge yet, but I'm on the lookout. @NASASpaceflight
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$ONDS x $PLTRโ€™s Regna AI will be a game changer for the defense industry.
What does sovereign AI mean for defense? A new episode of Edge of Certainty is here. @regna_ai Interim CEO @Ryan_M_Hartman joins @PalantirTech's Elias Davis to introduce Regna AI and discuss its approach to sovereign, mission-specific AI for defense. $ONDS Watch at youtube.com/watch?v=LMx-z7GRโ€ฆ
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$RKLB / $IRDM: Rocket Lab CEO Peter Beck just met FCC Chairman Brendan Carr about the Iridium deal. In an Oct. 22 filing, Rocket Lab says the $8 billion acquisition is unopposed, presents no public interest harms and deserves prompt FCC approval. The push for a faster close is on.
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Tons of money just sitting on the table waiting to be taken by $RKLB and other launch providers preparing medium-lift rockets for production.
$SPCX / $RKLB: SpaceX declined to bid on three Space Force launches, and no other company offered to fly them, Politico reports. SpaceX flew 85% of U.S. launches in 2025 and is phasing out Falcon 9. Vulcan was grounded this year and New Glenn is likely out until early next year. The launch crunch is here.
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๐Ÿšจ $RKLB's 98th mission is a success!
Payload deployment confirmed from Electron - all three HAWK satellites for @hawkeye360 are now on orbit ๐Ÿ›ฐ๏ธ๐Ÿ›ฐ๏ธ๐Ÿ›ฐ๏ธ
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Chris Ray retweeted
High cadence launch needs high cadence testing. With more than 100 launches in backlog (and counting), we're building a new state-of-the-art test facility to accelerate static fire stack testing for Electron and HASTE rockets. Check out the new test pad underway within our Propulsion Test Complex ๐Ÿงต๐Ÿ‘‡
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$ONDS x $PLTR x $NVDA ๐Ÿ‘€ When does Jensen drop an โ€œOndasโ€ on stage, I wonderโ€ฆ ๐Ÿค”
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Just when things were starting to look upโ€ฆ
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Wait, so I paid for a year of Premium+ upfront (pretty much soley to remove all ads from the platform) and X is just going to start showing them to me anyway? Pretty awful, @elonmusk. Maybe X is starting to fall off... ๐Ÿค”
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Chris Ray retweeted
$ONDS ๐Ÿ‘€ ๐—˜๐—ฟ๐—ถ๐—ฐ ๐—•๐—ฟ๐—ผ๐—ฐ๐—ธ, Chairman and CEO of Ondas: "Through Regna AI, we are expanding our partnership with Palantir and leveraging open models from NVIDIA to enable governments and enterprises to develop and deploy mission-specialized AI on their own terms," said Eric Brock, Chairman and CEO of Ondas. "This expands on our existing projects with Palantir, which span from building the manufacturing & supply chain backbone for Ondas Sentinel through Warp Speed all the way to significant progress on a true mission autonomy solution for SkyWeaver. At the enterprise level, Palantir has enabled rapid expansion in corporate development and post-merger integrations through deployment of Palantirโ€™s CRM and M&A Workflows, which enabled the integration of DZYNE into Ondas Sentinel on the order of weeks. Our focus is on delivering sovereign AI capabilities that ensure customers retain full ownership and control of their data, models, and infrastructure while transforming proprietary knowledge into differentiated intelligence and mission-critical applications."
โšก ๐”๐๐ƒ๐€๐“๐„: Palantir Expands Sovereign AI Deployment With NVIDIA, L3Harris, Ondas, and Major Enterprise Customers - $PLTR $LHX $ONDS $NVDA ๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€: โžค ๐—ฃ๐—ฎ๐—น๐—ฎ๐—ป๐˜๐—ถ๐—ฟ accelerates sovereign AI deployments across ๐—ฑ๐—ฒ๐—ณ๐—ฒ๐—ป๐˜€๐—ฒ, ๐—ต๐—ฒ๐—ฎ๐—น๐˜๐—ต๐—ฐ๐—ฎ๐—ฟ๐—ฒ, and ๐—ฐ๐—ผ๐—ป๐˜€๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐—ถ๐—ผ๐—ป. โžค Flagship customers include ๐—ก๐—ฉ๐—œ๐——๐—œ๐—”, ๐—Ÿ๐Ÿฏ๐—›๐—ฎ๐—ฟ๐—ฟ๐—ถ๐˜€, ๐—ข๐—ป๐—ฑ๐—ฎ๐˜€, ๐— ๐—ฐ๐—–๐—ฎ๐—ฟ๐˜๐—ต๐˜†, and ๐—ง๐—ฎ๐—บ๐—ฝ๐—ฎ ๐—š๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐—น. โžค ๐—Ÿ๐Ÿฏ๐—›๐—ฎ๐—ฟ๐—ฟ๐—ถ๐˜€ unified ๐Ÿฏ๐Ÿฌ+ ERP systems and established ๐Ÿฏ.๐Ÿฑ ๐—บ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป data connections. โžค L3Harris reports ๐Ÿต๐Ÿฑ% ๐—ฐ๐—ผ๐˜€๐˜ ๐—ฟ๐—ฒ๐—ฑ๐˜‚๐—ฐ๐˜๐—ถ๐—ผ๐—ป in initial sovereign AI testing. โžค ๐— ๐—ฐ๐—–๐—ฎ๐—ฟ๐˜๐—ต๐˜† trained AI models using ๐Ÿญ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ+ construction RFIs. โžค McCarthy's AI-assisted subcontractor workflow saves approximately ๐Ÿฏ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ ๐—ต๐—ผ๐˜‚๐—ฟ๐˜€ annually. โžค ๐—ก๐—ฉ๐—œ๐——๐—œ๐—” uses Palantir AIP and Nemotron to optimize supply chains. โžค ๐—ข๐—ป๐—ฑ๐—ฎ๐˜€ launches ๐—ฅ๐—ฒ๐—ด๐—ป๐—ฎ ๐—”๐—œ for sovereign, mission-specialized AI operations. โžค ๐—ง๐—ฎ๐—บ๐—ฝ๐—ฎ ๐—š๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐—น improves AI performance ๐Ÿณ% while reducing latency ๐Ÿฎ๐Ÿฎ๐˜…. โžค Deployments leverage ๐—ฃ๐—ฎ๐—น๐—ฎ๐—ป๐˜๐—ถ๐—ฟ ๐—”๐—œ๐—ฃ, ๐—™๐—ผ๐˜‚๐—ป๐—ฑ๐—ฟ๐˜†, ๐—ข๐—ป๐˜๐—ผ๐—น๐—ผ๐—ด๐˜†, and ๐—ก๐—ฉ๐—œ๐——๐—œ๐—” ๐—ก๐—ฒ๐—บ๐—ผ๐˜๐—ฟ๐—ผ๐—ป. ๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€: โžค Demonstrates growing ๐—ฒ๐—ป๐˜๐—ฒ๐—ฟ๐—ฝ๐—ฟ๐—ถ๐˜€๐—ฒ ๐—ฎ๐—ฑ๐—ผ๐—ฝ๐˜๐—ถ๐—ผ๐—ป of Palantir's sovereign AI infrastructure. โžค Strengthens ๐—ฃ๐—ฎ๐—น๐—ฎ๐—ป๐˜๐—ถ๐—ฟโ€“๐—ก๐—ฉ๐—œ๐——๐—œ๐—” collaboration across mission-critical industries. โžค Quantified efficiency gains could accelerate ๐—ฐ๐—ผ๐—บ๐—บ๐—ฒ๐—ฟ๐—ฐ๐—ถ๐—ฎ๐—น ๐—”๐—œ ๐—ฑ๐—ฒ๐—ฝ๐—น๐—ผ๐˜†๐—บ๐—ฒ๐—ป๐˜๐˜€. โžค Sovereign AI enables organizations to retain ๐—ฑ๐—ฎ๐˜๐—ฎ ๐—ผ๐˜„๐—ป๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ and operational control. โžค Successful deployments could support ๐—ฃ๐—Ÿ๐—ง๐—ฅ'๐˜€ long-term enterprise growth opportunities. ๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€: ๐—›๐—ฒ๐—ถ๐—ฑ๐—ถ ๐—ช๐—ผ๐—ผ๐—ฑ, Chief Transformation Officer at L3Harris: โ€œWe are thrilled to explore and develop capabilities required for critical defense use cases. By building our own models trained on proprietary data, we believe we can surface unique capabilities for critical use cases in our industry," said Heidi Wood, Chief Transformation Officer at L3Harris. "We have tested the capabilities of sovereign models already on internal work where initial results have been promising. In a few days we were able to outperform the frontier labs in our test environment and cut costs by 95%. Frontier labs are not training their models with relevant data for our industry, where we also have industry-specific needs for security and zero-retention. Given our unique experience and our ability to leverage our data, we can build AI that is purpose-fit for the mission and retain critical rights to terms of use using open-source models. We view sovereign AI as a mission critical to our work supporting Western defense." ๐—ฅ๐—ถ๐—ฐ๐—ผ ๐—•๐—ฒ๐—ฟ๐˜๐˜‚๐—ฐ๐—ฐ๐—ถ, Vice President of Strategic Initiatives at McCarthy: "Our clients get a higher level of confidence and greater cost and schedule certainty at every phase of the project. We built this model on 160 years of McCarthy experience, and it outperforms the frontier at a lower cost,โ€ said Rico Bertucci, Vice President of Strategic Initiatives. โ€œNo one else can pick it up, because it is tuned to how we build." ๐—๐—ฒ๐—ณ๐—ณ ๐—ช๐—ต๐—ถ๐˜๐—บ๐—ฒ๐—ฟ, VP of System Supply Chain at NVIDIA: โ€œAs demand for intelligence scales rapidly, speeding up our supply chain accelerates how quickly our customers reach the first token. With Palantir and post-trained Nemotron models, we spot potential problems earlier, act on them sooner, and put our best expertise behind every call,โ€ said Jeff Whitmer VP of System Supply Chain at NVIDIA. โ€œThis is what sovereign intelligence looks like in practice โ€“ built with our own data, under our control, and delivering for our customers at the speed business demands." ๐—˜๐—ฟ๐—ถ๐—ฐ ๐—•๐—ฟ๐—ผ๐—ฐ๐—ธ, Chairman and CEO of Ondas: "Through Regna AI, we are expanding our partnership with Palantir and leveraging open models from NVIDIA to enable governments and enterprises to develop and deploy mission-specialized AI on their own terms," said Eric Brock, Chairman and CEO of Ondas. "This expands on our existing projects with Palantir, which span from building the manufacturing & supply chain backbone for Ondas Sentinel through Warp Speed all the way to significant progress on a true mission autonomy solution for SkyWeaver. At the enterprise level, Palantir has enabled rapid expansion in corporate development and post-merger integrations through deployment of Palantirโ€™s CRM and M&A Workflows, which enabled the integration of DZYNE into Ondas Sentinel on the order of weeks. Our focus is on delivering sovereign AI capabilities that ensure customers retain full ownership and control of their data, models, and infrastructure while transforming proprietary knowledge into differentiated intelligence and mission-critical applications." ๐——๐—ฟ. ๐—๐—ฎ๐—ถ๐—บ๐—ถ๐—ฒ ๐—ช๐—ฒ๐—ฏ๐—ฒ๐—ฟ, Associate Chief Medical Informatics and AI Strategy Officer at Tampa General Hospital: โ€œAI Innovation in health care only works if our patients and team members can trust it,โ€ said Dr. Jaimie Weber, Associate Chief Medical Informatics and AI Strategy Officer at Tampa General Hospital. โ€œBy keeping their data local and setting our own controls, we can expand AI that improves outcomes for our patients and makes the work easier for the team members caring for them.โ€
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๐Ÿšจ Breakover operations complete for $RKLBโ€™s Neutron Stage 2 tank assembly. Preparing to ship to LC-3 at Wallops shortly!
We have completed breakover operations for the Neutron Stage 2 tank assembly, rotating the stage horizontal โ€“ a critical step in the handling of large rocket sections for integration and assembly. Hereโ€™s a last look at Stage 2 on the Neutron Factory floor before itโ€™s wrapped up (literally) for barge shipment to LC-3 on Wallops Island where its fluid systems will be tested and its Archimedes vacuum engine installed.
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