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Carbonxt (ASX: CG1) | A Turning Point Moment? Kentucky Commissioning Approaches 🔥 Something important is unfolding at Carbonxt Limited. Revenue momentum is building. The Kentucky facility is nearing commissioning. And regulatory tailwinds in the US are accelerating demand for PFAS and air purification solutions. Why does this matter now?...

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Colitco

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34,704 просмотров • 6 месяцев назад •via X (Twitter)

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$BTC update 24 April 2026 These video updates are for educational purposes only and should never ever be considered as investment or trading advice. Always do your own research and planning. " $BTC and the crypto currency market have somewhat stabilised in recent weeks as these assets have based into the phase and for the very first time in several months $BTC flipped an SR which triggered long positions in coins such as $DOGE (which itself based in phase after an 85% washout). On the lower timeframes this market is making positive patterns for the very first time since late summer 2025 and that data cannot be ignored and there's potential for some relief in this sector, however there is a caveat to all of this and that is implied volatilities suggest there is potential for a hard sell setting up and that syncs with my higher tf outlook for the crypto market that any move higher is countertrend and there will likely be another wave down 66-68 k is now the SR below (but think about the sideways low and what that tells you about supply and demand and what can happen in the future). above that 70.8k is the local level of demand. As always, thanks to those who support the feed". This was last week's text update and as we can $BTC has followed along and now on the very ltf the patterns are bullish telling us that conditions have indeed changed and a move into the mid 80ks can set up after a period of consolidation. There is a warning in this analysis and that is yields and the VIX telling us that an important top is likely being set in the #spx and that what we are seeing in #crypto is likely a countertrend bear market rally. As always, thanks to those who support the feed. These videos take a lot of time to plan and create so I appreciate the support.
15:50

$BTC update 24 April 2026 These video updates are for educational purposes only and should never ever be considered as investment or trading advice. Always do your own research and planning. " $BTC and the crypto currency market have somewhat stabilised in recent weeks as these assets have based into the phase and for the very first time in several months $BTC flipped an SR which triggered long positions in coins such as $DOGE (which itself based in phase after an 85% washout). On the lower timeframes this market is making positive patterns for the very first time since late summer 2025 and that data cannot be ignored and there's potential for some relief in this sector, however there is a caveat to all of this and that is implied volatilities suggest there is potential for a hard sell setting up and that syncs with my higher tf outlook for the crypto market that any move higher is countertrend and there will likely be another wave down 66-68 k is now the SR below (but think about the sideways low and what that tells you about supply and demand and what can happen in the future). above that 70.8k is the local level of demand. As always, thanks to those who support the feed". This was last week's text update and as we can $BTC has followed along and now on the very ltf the patterns are bullish telling us that conditions have indeed changed and a move into the mid 80ks can set up after a period of consolidation. There is a warning in this analysis and that is yields and the VIX telling us that an important top is likely being set in the #spx and that what we are seeing in #crypto is likely a countertrend bear market rally. As always, thanks to those who support the feed. These videos take a lot of time to plan and create so I appreciate the support.

venture

71,873 просмотров • 3 месяцев назад

$BTC update 18th April 2026 These video updates are for educational purposes only and should never ever be considered as investment or trading advice. Always do your own research and planning. $BTC and the crypto currency market have somewhat stabilised in recent weeks as these assets have based into the phase and for the very first time in several months $BTC flipped an SR which triggered long positions in coins such as $DOGE (which itself based in phase after an 85% washout). On the lower timeframes this market is making positive patterns for the very first time since late summer 2025 and that data cannot be ignored and there's potential for some relief in this sector, however there is a caveat to all of this and that is implied volatilities suggest there is potential for a hard sell setting up and that syncs with my higher tf outlook for the crypto market that any move higher is countertrend and there will likely be another wave down 66-68 k is now the SR below (but think about the sideways low and what that tells you about supply and demand and what can happen in the future). above that 70.8k is the local level of demand. As always, thanks to those who support the feed
15:21

$BTC update 18th April 2026 These video updates are for educational purposes only and should never ever be considered as investment or trading advice. Always do your own research and planning. $BTC and the crypto currency market have somewhat stabilised in recent weeks as these assets have based into the phase and for the very first time in several months $BTC flipped an SR which triggered long positions in coins such as $DOGE (which itself based in phase after an 85% washout). On the lower timeframes this market is making positive patterns for the very first time since late summer 2025 and that data cannot be ignored and there's potential for some relief in this sector, however there is a caveat to all of this and that is implied volatilities suggest there is potential for a hard sell setting up and that syncs with my higher tf outlook for the crypto market that any move higher is countertrend and there will likely be another wave down 66-68 k is now the SR below (but think about the sideways low and what that tells you about supply and demand and what can happen in the future). above that 70.8k is the local level of demand. As always, thanks to those who support the feed

venture

44,244 просмотров • 4 месяцев назад

Silver in Shanghai trades at a 19% premium over Western prices right now (at time of recording the video). Many retail investors point to this as proof that US silver prices are fake and suppressed. The "real" price is what Shanghai pays. Here's an analogy to explain why this isn't true: Think of a water bottle at a gas station. It's $2. Inside a concert venue it's $8. It's the same water. The venue price isn't more "real" - it reflects limited supply in an enclosed space with a lot of demand. China has strict capital controls. Metals can't move freely across the border. Import licenses are restricted. And domestic demand from solar, EVs, and semiconductors is enormous. The premium reflects local scarcity, not a hidden true price. Normally it sits around 3 to 4%. At 19%, it tells us demand in China is extremely strong and the global market is tight. That's valuable information. But it's different from saying Western prices must catch up. This is one of the most sophisticated myths in the silver market - and one of seven retail investors need to stop believing. The article below shares the full picture, including what the stress indicators actually mean and how institutions are really positioned.
3:06

Silver in Shanghai trades at a 19% premium over Western prices right now (at time of recording the video). Many retail investors point to this as proof that US silver prices are fake and suppressed. The "real" price is what Shanghai pays. Here's an analogy to explain why this isn't true: Think of a water bottle at a gas station. It's $2. Inside a concert venue it's $8. It's the same water. The venue price isn't more "real" - it reflects limited supply in an enclosed space with a lot of demand. China has strict capital controls. Metals can't move freely across the border. Import licenses are restricted. And domestic demand from solar, EVs, and semiconductors is enormous. The premium reflects local scarcity, not a hidden true price. Normally it sits around 3 to 4%. At 19%, it tells us demand in China is extremely strong and the global market is tight. That's valuable information. But it's different from saying Western prices must catch up. This is one of the most sophisticated myths in the silver market - and one of seven retail investors need to stop believing. The article below shares the full picture, including what the stress indicators actually mean and how institutions are really positioned.

Felix Prehn 🐶

35,401 просмотров • 4 месяцев назад

St George Mining (ASX: SGQ) | Exceptional Drilling Results & Government Tax Support at the World-Class Araxá Niobium & Rare Earths Project St George Mining Limited (ASX: SGQ) presents the latest developments from its world-class Araxá Niobium and Rare Earths Project in Brazil - one of the most significant critical minerals assets in the Western world. In this video: ⤷ Exceptional drilling results at the Araxá Project ⤷ Minas Gerais Government backs Araxá with a preferential tax regime signed by Governor Romeu Zema, supported by SEDE and Invest Minas ⤷ State goods tax exemption granted with up to 18% tax relief on equipment, significantly reducing development costs ⤷ Globally significant resource: 41.2 Mt @ 0.68% Nb₂O₅ and 40.6 Mt @ 4.13% TREO ⤷ Largest and highest-grade carbonatite-hosted REE resource in South America and second-highest grade in the Western world 📊 Market Snapshot Share Price: $0.100 Market Cap: $380.93M As global demand for rare earths accelerates, SGQ positions itself at the centre of a rapidly evolving market. This milestone signals progress, execution, and growing momentum. ▶️ Watch the full video to understand how drilling success, government incentives, and global rare earth demand are converging to shape SGQ’s next phase of development. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #AraxáProject #BrazilMining #EnergyTransition #MagnetMetals #ASXStocks #MiningNews #ResourceDevelopment #StrategicMetals #WesternSupplyChain #MiningInvestors #GovernmentSupport #TaxIncentives #REE #ASXUpdates #InvestorUpdate
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St George Mining (ASX: SGQ) | Exceptional Drilling Results & Government Tax Support at the World-Class Araxá Niobium & Rare Earths Project St George Mining Limited (ASX: SGQ) presents the latest developments from its world-class Araxá Niobium and Rare Earths Project in Brazil - one of the most significant critical minerals assets in the Western world. In this video: ⤷ Exceptional drilling results at the Araxá Project ⤷ Minas Gerais Government backs Araxá with a preferential tax regime signed by Governor Romeu Zema, supported by SEDE and Invest Minas ⤷ State goods tax exemption granted with up to 18% tax relief on equipment, significantly reducing development costs ⤷ Globally significant resource: 41.2 Mt @ 0.68% Nb₂O₅ and 40.6 Mt @ 4.13% TREO ⤷ Largest and highest-grade carbonatite-hosted REE resource in South America and second-highest grade in the Western world 📊 Market Snapshot Share Price: $0.100 Market Cap: $380.93M As global demand for rare earths accelerates, SGQ positions itself at the centre of a rapidly evolving market. This milestone signals progress, execution, and growing momentum. ▶️ Watch the full video to understand how drilling success, government incentives, and global rare earth demand are converging to shape SGQ’s next phase of development. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #AraxáProject #BrazilMining #EnergyTransition #MagnetMetals #ASXStocks #MiningNews #ResourceDevelopment #StrategicMetals #WesternSupplyChain #MiningInvestors #GovernmentSupport #TaxIncentives #REE #ASXUpdates #InvestorUpdate

St George Mining Ltd

34,535 просмотров • 6 месяцев назад

Chamath and Larry Summers Debate the Market Reaction to Trump's Tariffs Lawrence H. Summers: "If this is such a terrific thing, why do markets think it's so terrible for the American economy?" "Maybe the market's just completely wrong ... but the job of markets is to look forward." "It's to look passed the immediate." "It's to see what the long run consequences are going to be." "And markets are making a pretty devastatingly negative judgment on this step." Chamath Palihapitiya: " Larry, that's not true." " So let's just establish a couple facts about 'the markets.'" "Number one, there are two markets and they behave totally differently, and sometimes inversely to each other." "There's the stock market and there's the bond market." 1) Stocks: mean reversion "With respect to the stock market, what they are debating, and you're right Larry, is what is the effective long-term rate of return a dollar needs to generate in order to pay me back that dollar?" "That is what the fundamental stock market does." "And what we've seen for many years with trade imbalances, trade deficits, and close-to-zero interest rates, of which more of that happened under Democrats than Republicans, we have allowed the stock market to inflate past historical averages." " What we've actually seen happen in the last week is what most people would call mean reversion." "The stock market is still way above where it was last year, two years ago, three years ago." "What has happened is that the forward multiples have compressed. So that's number one. That's a fact." 2) Bonds: it's possible a major trade blew up "And then with respect to bonds, what we are seeing now is there are two very complicated issues." "In the last two days, we saw one part of the bond market totally get out of whack." "And what we know is that the yields changed materially in a very acute way, which is atypical of how the bond market typically digests a philosophical change in approach to policy." " What we heard in the last 24 hours is a lot of this move may have been attributed to an enormous levered bet on US treasuries by a Japanese hedge fund." " It will take three, and four, and five, and six weeks for us to really know." 3) Private credit: something to watch closely " Separately, what we do know, though, where the structural complexity of the market — and this is where, Larry, I agree with you — is acute and important to observe is in the credit markets for private companies." "And that is where you have to pay a lot of attention."
2:18

Chamath and Larry Summers Debate the Market Reaction to Trump's Tariffs Lawrence H. Summers: "If this is such a terrific thing, why do markets think it's so terrible for the American economy?" "Maybe the market's just completely wrong ... but the job of markets is to look forward." "It's to look passed the immediate." "It's to see what the long run consequences are going to be." "And markets are making a pretty devastatingly negative judgment on this step." Chamath Palihapitiya: " Larry, that's not true." " So let's just establish a couple facts about 'the markets.'" "Number one, there are two markets and they behave totally differently, and sometimes inversely to each other." "There's the stock market and there's the bond market." 1) Stocks: mean reversion "With respect to the stock market, what they are debating, and you're right Larry, is what is the effective long-term rate of return a dollar needs to generate in order to pay me back that dollar?" "That is what the fundamental stock market does." "And what we've seen for many years with trade imbalances, trade deficits, and close-to-zero interest rates, of which more of that happened under Democrats than Republicans, we have allowed the stock market to inflate past historical averages." " What we've actually seen happen in the last week is what most people would call mean reversion." "The stock market is still way above where it was last year, two years ago, three years ago." "What has happened is that the forward multiples have compressed. So that's number one. That's a fact." 2) Bonds: it's possible a major trade blew up "And then with respect to bonds, what we are seeing now is there are two very complicated issues." "In the last two days, we saw one part of the bond market totally get out of whack." "And what we know is that the yields changed materially in a very acute way, which is atypical of how the bond market typically digests a philosophical change in approach to policy." " What we heard in the last 24 hours is a lot of this move may have been attributed to an enormous levered bet on US treasuries by a Japanese hedge fund." " It will take three, and four, and five, and six weeks for us to really know." 3) Private credit: something to watch closely " Separately, what we do know, though, where the structural complexity of the market — and this is where, Larry, I agree with you — is acute and important to observe is in the credit markets for private companies." "And that is where you have to pay a lot of attention."

The All-In Podcast

98,290 просмотров • 1 год назад

$BTC update 6th December 2025 These video updates are for educational purposes only and should never be considered as investment or trading advice. $BTC continues to trade in a period of risk with weakness in money flow data. The 93k level, which is the Y on the .382 on the internal SR continues to hold price. The highest probability is for a period of chop which will likely break to the downside into early 2026, which has been the long term forecast on this market and it would be reasonable to see the contract trade towards the .236 which is around 76k. There is a dominant cycle at work currently which needs to be satisfied and that will likely be in the level where demand far exceeds supply. $BTC could spike towards 97k but that would not repair the damage and it would likely fail and that would not change this forecast. As always, thanks to those who support the feed. I do not understand why this page is shadow banned (it has been for several weeks now).
9:33

$BTC update 6th December 2025 These video updates are for educational purposes only and should never be considered as investment or trading advice. $BTC continues to trade in a period of risk with weakness in money flow data. The 93k level, which is the Y on the .382 on the internal SR continues to hold price. The highest probability is for a period of chop which will likely break to the downside into early 2026, which has been the long term forecast on this market and it would be reasonable to see the contract trade towards the .236 which is around 76k. There is a dominant cycle at work currently which needs to be satisfied and that will likely be in the level where demand far exceeds supply. $BTC could spike towards 97k but that would not repair the damage and it would likely fail and that would not change this forecast. As always, thanks to those who support the feed. I do not understand why this page is shadow banned (it has been for several weeks now).

venture

33,723 просмотров • 8 месяцев назад

$TTMI TTM Technologies: The Strategic Nexus of AI and Defense Infrastructure. Investment Thesis. New: 6/22/26. TTM Technologies has moved well beyond its identity as a commodity circuit board manufacturer. The current business is increasingly defined by advanced interconnect solutions for AI server infrastructure and defense electronics — two segments where technical complexity creates qualification barriers and customer switching costs that standard PCB suppliers cannot access. That repositioning is reflected in the financial results: record revenue and earnings forecasts validate that the mix shift is producing real margin improvement rather than just revenue growth. The defense backlog is the most durable component of the demand picture. A $1.6 billion backlog tied to programs like the F-35 and missile defense systems represents contracted, long-cycle revenue with a customer — the U.S. government — whose procurement commitments are structurally more stable than commercial technology spending. That backlog provides a financial foundation that makes the AI infrastructure growth story less binary than it would appear in isolation. AI server infrastructure is the higher-growth but less predictable demand driver. Interconnect complexity in AI server configurations is increasing as rack architectures evolve, which expands content per system and supports TTM's technical differentiation. The risk is that AI infrastructure spending is more cyclical and customer-concentrated than defense, and the technical requirements are evolving quickly enough that manufacturing capability needs to stay ahead of customer specifications on a shorter development cycle than defense programs typically demand. Capital expenditure intensity is the financial constraint that the demand environment doesn't resolve. Simultaneous investment in specialized U.S. and Malaysia facilities alongside European acquisitions represents a heavy parallel deployment of capital that requires each initiative to execute on schedule and at projected returns. Free cash flow conversion will lag revenue growth during this investment phase, and the degree of that lag — and how quickly it normalizes — is the primary financial metric the new CEO needs to demonstrate control over. Leadership transition is well-timed in one sense and risky in another. A technically focused CEO is the right profile for a company whose competitive differentiation rests on manufacturing process capability, but new leadership inheriting a rapid scaling program across multiple geographies introduces execution continuity risk at a moment when the capital deployment decisions being made now will define the return profile for years. The bottleneck supplier positioning is the right long-term frame. Advanced interconnect for AI and defense is not a commoditizing market, and TTM's manufacturing investments are building capability depth that takes time to replicate. Sustaining that technological edge as competition intensifies — particularly from Asian manufacturers with lower cost structures — is the strategic challenge that underlies every near-term financial metric.
12:08

$TTMI TTM Technologies: The Strategic Nexus of AI and Defense Infrastructure. Investment Thesis. New: 6/22/26. TTM Technologies has moved well beyond its identity as a commodity circuit board manufacturer. The current business is increasingly defined by advanced interconnect solutions for AI server infrastructure and defense electronics — two segments where technical complexity creates qualification barriers and customer switching costs that standard PCB suppliers cannot access. That repositioning is reflected in the financial results: record revenue and earnings forecasts validate that the mix shift is producing real margin improvement rather than just revenue growth. The defense backlog is the most durable component of the demand picture. A $1.6 billion backlog tied to programs like the F-35 and missile defense systems represents contracted, long-cycle revenue with a customer — the U.S. government — whose procurement commitments are structurally more stable than commercial technology spending. That backlog provides a financial foundation that makes the AI infrastructure growth story less binary than it would appear in isolation. AI server infrastructure is the higher-growth but less predictable demand driver. Interconnect complexity in AI server configurations is increasing as rack architectures evolve, which expands content per system and supports TTM's technical differentiation. The risk is that AI infrastructure spending is more cyclical and customer-concentrated than defense, and the technical requirements are evolving quickly enough that manufacturing capability needs to stay ahead of customer specifications on a shorter development cycle than defense programs typically demand. Capital expenditure intensity is the financial constraint that the demand environment doesn't resolve. Simultaneous investment in specialized U.S. and Malaysia facilities alongside European acquisitions represents a heavy parallel deployment of capital that requires each initiative to execute on schedule and at projected returns. Free cash flow conversion will lag revenue growth during this investment phase, and the degree of that lag — and how quickly it normalizes — is the primary financial metric the new CEO needs to demonstrate control over. Leadership transition is well-timed in one sense and risky in another. A technically focused CEO is the right profile for a company whose competitive differentiation rests on manufacturing process capability, but new leadership inheriting a rapid scaling program across multiple geographies introduces execution continuity risk at a moment when the capital deployment decisions being made now will define the return profile for years. The bottleneck supplier positioning is the right long-term frame. Advanced interconnect for AI and defense is not a commoditizing market, and TTM's manufacturing investments are building capability depth that takes time to replicate. Sustaining that technological edge as competition intensifies — particularly from Asian manufacturers with lower cost structures — is the strategic challenge that underlies every near-term financial metric.

TheValueist

12,877 просмотров • 1 месяц назад

Nebius will be a trillion dollar company (Save this). The neocloud market, purpose-built AI cloud infrastructure, separate from legacy hyperscalers generated roughly $25 billion in revenue in 2025, up 223% year over year. Synergy Research projects it will approach $400 billion by 2031, compounding at 58% annually one of the fastest sustained growth rates ever recorded for an infrastructure category of this scale. The CEO's explanation for why they win is worth understanding in detail. GPU compute is scarce and that part everyone knows but Nebius is not simply renting GPUs by the hour and marking them up, which is what most neocloud imitators do. They have built their own physical capacity for inference, optimized the full technology stack from the software layer all the way down to the rack hardware and recently acquired a company called Agen specifically to push inference latency even lower and throughput even higher. The CEO frames the core problem directly that in 2026, every product you build is powered by tokens, AI intelligence and while you can get those tokens from OpenAI or Anthropic via a simple API call, the moment you want to run open source models, specialized vertical models, or anything other than the two dominant frontier labs, you run into a wall. You can download the weights from Hugging Face and assemble the pieces. But getting those workloads to run at scale, at the economics you need, with the reliability your product requires, is an extraordinarily complex engineering challenge that most companies cannot staff or afford to solve in-house. That is the problem Nebius is solving, and that is why their inference product called Token Factory exists. The financial results are among the most dramatic growth numbers reported by any public company this year. In Q1 2026, Nebius posted $399 million in revenue, a 684% increase from the same quarter a year earlier. In the span of twelve months, the company swung from a $104 million net loss to $621 million in net income. Cash from operations went from negative $184 million to positive $2.26 billion in the same period meaning this is not growth funded by burning investor capital, it is growth that is now generating its own fuel. For the full year 2026, Nebius is guiding for an annualized revenue run rate of $7 billion to $9 billion, with pipeline creation tracking to surpass $4 billion. The contracted backlog sits at $49 billion, anchored by a $27 billion agreement with Meta, a deal worth up to $19.4 billion with Microsoft, and a public endorsement from Jensen Huang at NVIDIA's GTC conference in 2026. The current market cap is approximately $56 billion. A company with $7 to $9 billion in annualized revenue, growing at 684%, turning cash-flow positive, sitting on $49 billion in contracted backlog, operating in a market compounding at 58% annually toward $400 billion, that company has a credible path to 20x from its current valuation if execution holds. That is the trillion dollar case, and it does not require any heroic assumptions and it requires Nebius to keep doing what it is already demonstrably doing. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro using the link below!
1:04

Nebius will be a trillion dollar company (Save this). The neocloud market, purpose-built AI cloud infrastructure, separate from legacy hyperscalers generated roughly $25 billion in revenue in 2025, up 223% year over year. Synergy Research projects it will approach $400 billion by 2031, compounding at 58% annually one of the fastest sustained growth rates ever recorded for an infrastructure category of this scale. The CEO's explanation for why they win is worth understanding in detail. GPU compute is scarce and that part everyone knows but Nebius is not simply renting GPUs by the hour and marking them up, which is what most neocloud imitators do. They have built their own physical capacity for inference, optimized the full technology stack from the software layer all the way down to the rack hardware and recently acquired a company called Agen specifically to push inference latency even lower and throughput even higher. The CEO frames the core problem directly that in 2026, every product you build is powered by tokens, AI intelligence and while you can get those tokens from OpenAI or Anthropic via a simple API call, the moment you want to run open source models, specialized vertical models, or anything other than the two dominant frontier labs, you run into a wall. You can download the weights from Hugging Face and assemble the pieces. But getting those workloads to run at scale, at the economics you need, with the reliability your product requires, is an extraordinarily complex engineering challenge that most companies cannot staff or afford to solve in-house. That is the problem Nebius is solving, and that is why their inference product called Token Factory exists. The financial results are among the most dramatic growth numbers reported by any public company this year. In Q1 2026, Nebius posted $399 million in revenue, a 684% increase from the same quarter a year earlier. In the span of twelve months, the company swung from a $104 million net loss to $621 million in net income. Cash from operations went from negative $184 million to positive $2.26 billion in the same period meaning this is not growth funded by burning investor capital, it is growth that is now generating its own fuel. For the full year 2026, Nebius is guiding for an annualized revenue run rate of $7 billion to $9 billion, with pipeline creation tracking to surpass $4 billion. The contracted backlog sits at $49 billion, anchored by a $27 billion agreement with Meta, a deal worth up to $19.4 billion with Microsoft, and a public endorsement from Jensen Huang at NVIDIA's GTC conference in 2026. The current market cap is approximately $56 billion. A company with $7 to $9 billion in annualized revenue, growing at 684%, turning cash-flow positive, sitting on $49 billion in contracted backlog, operating in a market compounding at 58% annually toward $400 billion, that company has a credible path to 20x from its current valuation if execution holds. That is the trillion dollar case, and it does not require any heroic assumptions and it requires Nebius to keep doing what it is already demonstrably doing. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro using the link below!

Milk Road AI

28,622 просмотров • 2 месяцев назад

$ASTS | Scott Wisniewski at JP Morgan conference, May 18, 2026 Transcript - part 1 Good afternoon, everyone. I'm Sebastiano Petty, and I cover the telecom, cable, and satellite space here at J.P. Morgan. I'd like to welcome Scott Wisniewski, President and Chief Strategy Offer of ASTS Space Mobile. Scott, thanks for joining us. Thank you for having me. You're good. You're live. Can you hear me? All right. Thank you for having me. Great. So, Scott, just to start, let's zoom out. As you sit here in mid-2026, with Bluebirds launching, commercial service activation approaching, and the government pipeline accelerating, where are you spending most of your time as President and Chief Strategy Officer? And more broadly, what are your two to three highest priority objectives over the next 18 months as you transition from what has primarily been an R&D and manufacturing story into a scaled revenue-generating operating company? Thank you. And for those who don't know us that well, we were founded about a decade ago around the direct-to-device opportunity. That's what we do. That's our entire strategy. It's from space, of course, and we build our own satellites, and we'll be operating them and selling capacity on them. But at its core, we are a direct-to-device pure play. And over the years, I met our founder in January 2019, but over the years, telling our equity story, people always asked three questions. Does it work? Can you fund it? And how big will the market be, or will there be a market? And that's our traditional private company questions that we still got even as a public company for a while, and we really retired those risks in 2023, 2024, and 2025. And so this year, yeah, you're exactly right. Traditional growth stuff, scaling stuff is where we are. And for us, if I were to say two simple things, one is network deployment. The vast majority of the folks in the company are focused on exactly that, network deployment now for revenue in 2026 and 2027 and beyond. And then the second one is, I think, building the market out in the right way. This is a brand new service. It's a service that is at the very heart of connectivity. Remember, we all know the trends in connectivity. When I started my career in connectivity, there was a question, bubble, what inning are we in? When is the expansion going to end? And then, of course, AI comes along, and there's always something every couple of years. So for us, we're at the heart of connectivity. We can do coverage better than any terrestrial footprint by its very nature. And making connectivity work for our partners, the mobile network operators, and ultimately for the consumer mass market among other markets, is our focus. So building out that market is our second priority. Great. And let's address the news from last week. AT&T, Verizon, and T-Mobile announced a proposed joint venture to extend mobile connectivity using satellite-based D2D technologies. You guys put out a statement commending the announcement. Unpack this for us. What does this mean for ASTS in practice? Does it change your commercial positioning with the carriers? Does it accelerate or maybe even complicate your path to service? So we really value the carrier relationship. We've organized the business, the technology, the go-to-market strategy. Everything we do, really, is about making connectivity better for the mobile network operators. And so you see that in where we've prioritized the company over the years. You see that in how we've built out the tech. And even the network stack is organized with the RAN on the ground, so the operators control it. So that's really been our focus. We share their spectrum, although we also have our own spectrum now. And that's always been the approach. Part1, 1 (of 2)
6:28

$ASTS | Scott Wisniewski at JP Morgan conference, May 18, 2026 Transcript - part 1 Good afternoon, everyone. I'm Sebastiano Petty, and I cover the telecom, cable, and satellite space here at J.P. Morgan. I'd like to welcome Scott Wisniewski, President and Chief Strategy Offer of ASTS Space Mobile. Scott, thanks for joining us. Thank you for having me. You're good. You're live. Can you hear me? All right. Thank you for having me. Great. So, Scott, just to start, let's zoom out. As you sit here in mid-2026, with Bluebirds launching, commercial service activation approaching, and the government pipeline accelerating, where are you spending most of your time as President and Chief Strategy Officer? And more broadly, what are your two to three highest priority objectives over the next 18 months as you transition from what has primarily been an R&D and manufacturing story into a scaled revenue-generating operating company? Thank you. And for those who don't know us that well, we were founded about a decade ago around the direct-to-device opportunity. That's what we do. That's our entire strategy. It's from space, of course, and we build our own satellites, and we'll be operating them and selling capacity on them. But at its core, we are a direct-to-device pure play. And over the years, I met our founder in January 2019, but over the years, telling our equity story, people always asked three questions. Does it work? Can you fund it? And how big will the market be, or will there be a market? And that's our traditional private company questions that we still got even as a public company for a while, and we really retired those risks in 2023, 2024, and 2025. And so this year, yeah, you're exactly right. Traditional growth stuff, scaling stuff is where we are. And for us, if I were to say two simple things, one is network deployment. The vast majority of the folks in the company are focused on exactly that, network deployment now for revenue in 2026 and 2027 and beyond. And then the second one is, I think, building the market out in the right way. This is a brand new service. It's a service that is at the very heart of connectivity. Remember, we all know the trends in connectivity. When I started my career in connectivity, there was a question, bubble, what inning are we in? When is the expansion going to end? And then, of course, AI comes along, and there's always something every couple of years. So for us, we're at the heart of connectivity. We can do coverage better than any terrestrial footprint by its very nature. And making connectivity work for our partners, the mobile network operators, and ultimately for the consumer mass market among other markets, is our focus. So building out that market is our second priority. Great. And let's address the news from last week. AT&T, Verizon, and T-Mobile announced a proposed joint venture to extend mobile connectivity using satellite-based D2D technologies. You guys put out a statement commending the announcement. Unpack this for us. What does this mean for ASTS in practice? Does it change your commercial positioning with the carriers? Does it accelerate or maybe even complicate your path to service? So we really value the carrier relationship. We've organized the business, the technology, the go-to-market strategy. Everything we do, really, is about making connectivity better for the mobile network operators. And so you see that in where we've prioritized the company over the years. You see that in how we've built out the tech. And even the network stack is organized with the RAN on the ground, so the operators control it. So that's really been our focus. We share their spectrum, although we also have our own spectrum now. And that's always been the approach. Part1, 1 (of 2)

Peter LINDM🅰️RK

29,453 просмотров • 3 месяцев назад

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.
1:59

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

258,450 просмотров • 1 год назад

$GLW Corning: The AI Optical Infrastructure Springboard Strategy. Investment Thesis. New: 6/29/26. Corning has repositioned a traditional materials manufacturer into a critical supplier at the physical layer of AI infrastructure — a transition that leverages decades of fiber optics and photonics expertise into a market where that expertise is now mission-critical rather than commoditized. High-density fiber and advanced photonics are the connectivity backbone that AI data centers require as networking bottlenecks become increasingly binding constraints on cluster performance, and Corning's manufacturing scale and materials science depth position it as one of the few suppliers capable of meeting that demand at the volumes hyperscalers require. The NVIDIA and Meta partnerships are significant validation points. Both represent demanding customers whose technical requirements and qualification standards are rigorous, and their direct engagement with Corning signals that the company's optical infrastructure capabilities are viewed as strategically necessary rather than substitutable. That kind of direct hyperscaler relationship is difficult for competitors to displace once established, given the integration depth required in data center network architecture planning. The Springboard strategy is the financial framework converting the AI infrastructure opportunity into demonstrated margin improvement. Operating margin expansion that has already materialized provides credibility to the more aggressive 2030 revenue growth targets — this is not a purely forward-looking narrative but one with a track record of execution behind it. That said, the distance between current results and the 2030 targets is substantial, and the growth trajectory assumes continued AI infrastructure capital spending at a pace that has historically been difficult to sustain without periodic digestion phases. Capital intensity is the structural constraint on returns during the buildout phase. Scaling fiber and photonics manufacturing capacity to meet AI-driven demand requires sustained capital deployment, and the return on that investment depends on demand durability matching the capacity being built. Customer concentration compounds that risk — significant revenue exposure to a small number of hyperscaler relationships means that any shift in AI infrastructure capital spending plans at a major customer would disproportionately affect Corning's growth trajectory relative to a more diversified customer base. The Solar business is a complicating factor that sits somewhat apart from the core AI optical infrastructure narrative. Scaling that segment successfully requires different operational capabilities and serves a different demand driver, and management attention split across a capital-intensive solar scale-up alongside the AI infrastructure buildout introduces execution complexity that pure-play AI infrastructure companies don't carry. The valuation reflects multiple years of anticipated growth, which means the premium is justified only if execution stays on pace with the Springboard targets and AI infrastructure capital spending remains robust through the multi-year buildout period the thesis depends on. Corning's market position is genuinely dominant in its core optical infrastructure niche — the question is whether that dominance, expressed through a still-developing financial trajectory, supports a price that has already captured much of the anticipated upside.
14:14

$GLW Corning: The AI Optical Infrastructure Springboard Strategy. Investment Thesis. New: 6/29/26. Corning has repositioned a traditional materials manufacturer into a critical supplier at the physical layer of AI infrastructure — a transition that leverages decades of fiber optics and photonics expertise into a market where that expertise is now mission-critical rather than commoditized. High-density fiber and advanced photonics are the connectivity backbone that AI data centers require as networking bottlenecks become increasingly binding constraints on cluster performance, and Corning's manufacturing scale and materials science depth position it as one of the few suppliers capable of meeting that demand at the volumes hyperscalers require. The NVIDIA and Meta partnerships are significant validation points. Both represent demanding customers whose technical requirements and qualification standards are rigorous, and their direct engagement with Corning signals that the company's optical infrastructure capabilities are viewed as strategically necessary rather than substitutable. That kind of direct hyperscaler relationship is difficult for competitors to displace once established, given the integration depth required in data center network architecture planning. The Springboard strategy is the financial framework converting the AI infrastructure opportunity into demonstrated margin improvement. Operating margin expansion that has already materialized provides credibility to the more aggressive 2030 revenue growth targets — this is not a purely forward-looking narrative but one with a track record of execution behind it. That said, the distance between current results and the 2030 targets is substantial, and the growth trajectory assumes continued AI infrastructure capital spending at a pace that has historically been difficult to sustain without periodic digestion phases. Capital intensity is the structural constraint on returns during the buildout phase. Scaling fiber and photonics manufacturing capacity to meet AI-driven demand requires sustained capital deployment, and the return on that investment depends on demand durability matching the capacity being built. Customer concentration compounds that risk — significant revenue exposure to a small number of hyperscaler relationships means that any shift in AI infrastructure capital spending plans at a major customer would disproportionately affect Corning's growth trajectory relative to a more diversified customer base. The Solar business is a complicating factor that sits somewhat apart from the core AI optical infrastructure narrative. Scaling that segment successfully requires different operational capabilities and serves a different demand driver, and management attention split across a capital-intensive solar scale-up alongside the AI infrastructure buildout introduces execution complexity that pure-play AI infrastructure companies don't carry. The valuation reflects multiple years of anticipated growth, which means the premium is justified only if execution stays on pace with the Springboard targets and AI infrastructure capital spending remains robust through the multi-year buildout period the thesis depends on. Corning's market position is genuinely dominant in its core optical infrastructure niche — the question is whether that dominance, expressed through a still-developing financial trajectory, supports a price that has already captured much of the anticipated upside.

TheValueist

16,739 просмотров • 1 месяц назад

🎯 How St George Mining Is Tapping Brazil’s Rare Earths Boom – Interview with John Prineas 🇦🇺⚒ St George Mining (ASX: SGQ) has achieved a major milestone — the first rare earths shipment from its flagship Araxá Project in Brazil 🇧🇷 to MagBras! 🚨 Why is everyone talking about it? In this Colitco News Network interview, Executive Chairman John Prineas shares: ✅ What this breakthrough means for SGQ’s growth ✅ Why Araxá stands out in the global rare earths race ✅ How Brazil’s policy and U.S. interest may accelerate SGQ’s role ✅ Key drilling updates and investor milestones ahead Mr. John Prineas 👉 Watch now: 💹 Stock price: A$0.038 🚀 This is a pivotal moment in SGQ’s journey to becoming a key player in the global critical minerals supply chain. #SGQ #ASX #RareEarths #CriticalMinerals #AraxáProject #StGeorgeMining #BrazilMining #MagBras #CleanEnergy #FutureTech #MiningNews #InvestorUpdate #BatteryMetals #SustainableMining #GreenTransition #MiningInnovation #ResourcesSector #JohnPrineas #GlobalMarkets #MiningLeadership
9:04

🎯 How St George Mining Is Tapping Brazil’s Rare Earths Boom – Interview with John Prineas 🇦🇺⚒ St George Mining (ASX: SGQ) has achieved a major milestone — the first rare earths shipment from its flagship Araxá Project in Brazil 🇧🇷 to MagBras! 🚨 Why is everyone talking about it? In this Colitco News Network interview, Executive Chairman John Prineas shares: ✅ What this breakthrough means for SGQ’s growth ✅ Why Araxá stands out in the global rare earths race ✅ How Brazil’s policy and U.S. interest may accelerate SGQ’s role ✅ Key drilling updates and investor milestones ahead Mr. John Prineas 👉 Watch now: 💹 Stock price: A$0.038 🚀 This is a pivotal moment in SGQ’s journey to becoming a key player in the global critical minerals supply chain. #SGQ #ASX #RareEarths #CriticalMinerals #AraxáProject #StGeorgeMining #BrazilMining #MagBras #CleanEnergy #FutureTech #MiningNews #InvestorUpdate #BatteryMetals #SustainableMining #GreenTransition #MiningInnovation #ResourcesSector #JohnPrineas #GlobalMarkets #MiningLeadership

Colitco

86,113 просмотров • 1 год назад

$BTC update These video updates are for educational purposes only and should not be considered as investment or trading advice. Based on the sum of the evidence, $BTC along with the alt coin market have had a daily breakdown. This indicates that it is "likely" going to correct into the weekly pivot (the intermediate tf corrective phase is here and it began on the 21st July for alt coins and 14th July for $BTC). All of the alt coins hit the targets from recent video updates and it's now likely to see some relief as the market hits demand, however if you took the time to watch the videos, then you will note that it is "likely" that any rally is going to struggle as the weekly cycle should push the assets into their pivot and as I have said for many many weeks, the better opportunity will not be during euphoria at range highs late in phase but into demand and into a cycle low which is early in phase. Now you will want to look for evidence of a shift in the opposite direction. Other risk markets also saw a weakening this week with the RUT looking the weakest and focus is now on the #SPX which needs to defend the daily pivot (if not it will be he first shift since April and certainly a piece of data to ponder over).
6:19

$BTC update These video updates are for educational purposes only and should not be considered as investment or trading advice. Based on the sum of the evidence, $BTC along with the alt coin market have had a daily breakdown. This indicates that it is "likely" going to correct into the weekly pivot (the intermediate tf corrective phase is here and it began on the 21st July for alt coins and 14th July for $BTC). All of the alt coins hit the targets from recent video updates and it's now likely to see some relief as the market hits demand, however if you took the time to watch the videos, then you will note that it is "likely" that any rally is going to struggle as the weekly cycle should push the assets into their pivot and as I have said for many many weeks, the better opportunity will not be during euphoria at range highs late in phase but into demand and into a cycle low which is early in phase. Now you will want to look for evidence of a shift in the opposite direction. Other risk markets also saw a weakening this week with the RUT looking the weakest and focus is now on the #SPX which needs to defend the daily pivot (if not it will be he first shift since April and certainly a piece of data to ponder over).

venture

15,939 просмотров • 1 год назад

Oil is down, and down big. The headlines make it sound obvious. Iran peace deal, supply normalizing, the war premium coming out. But the rest of the markets are saying something very different. The clean story makes sense. Iran deal appears, crude sells off. The fundamental value of oil is closer to 50 a barrel than 150. But if this were only supply normalizing, the oil curve would stay in backwardation. The market would still want barrels today. It is not. Backwardation is vanishing. The front of the curve is about 80 cents from contango. The three-month spread has collapsed from around 30 to just over 2. Contango is what a glut looks like in the futures market. And the curve is heading there fast. Then the IEA cut its 2026 demand growth forecast by about 700,000 barrels a day. It warned of a major supply overhang in 2027. That is not supply. That is demand breaking. Inflation markets agree. TIPS break-evens are collapsing. The 5-year is down about 40 basis points in a month, back near its weakest levels of the year. That is not a market afraid of inflation. It is a market pricing the oil shock as temporary and demand-destructive. The Treasury curve says the same. The 2-year jumped to about 4.2%. The 10-year barely moved. The 2s10s spread flattened to about 29 basis points. The front end is taking the Fed's hawkish dots seriously. The long end refuses to price growth. That is not an inflation signal. It is a policy-mistake signal. Because the Fed is looking at this exact setup and seeing inflation. Its dots moved up about half a point from March. A majority of the FOMC now thinks it might have to hike for oil. We have seen this movie. Trichet and the ECB hiked into weakness in 2008 and again in 2011, mistaking a commodity shock for real inflation. It was a disaster both times, and the markets told them so in advance. Here is what they keep missing. Oil is a relative price shock, not inflation. For it to become inflation you need it to spread. Wages chasing prices. Businesses with pricing power. Demand strong enough to absorb higher costs. None of that is happening. So falling oil is not automatically bullish. Cheaper oil because supply came back is good. Cheaper oil because the economy is breaking is not. The market is pricing both, and the curve is where the fight shows up. Oil down by itself is good news. Oil down with flattening curves, collapsing break-evens, and demand downgrades is something else entirely.
20:03

Oil is down, and down big. The headlines make it sound obvious. Iran peace deal, supply normalizing, the war premium coming out. But the rest of the markets are saying something very different. The clean story makes sense. Iran deal appears, crude sells off. The fundamental value of oil is closer to 50 a barrel than 150. But if this were only supply normalizing, the oil curve would stay in backwardation. The market would still want barrels today. It is not. Backwardation is vanishing. The front of the curve is about 80 cents from contango. The three-month spread has collapsed from around 30 to just over 2. Contango is what a glut looks like in the futures market. And the curve is heading there fast. Then the IEA cut its 2026 demand growth forecast by about 700,000 barrels a day. It warned of a major supply overhang in 2027. That is not supply. That is demand breaking. Inflation markets agree. TIPS break-evens are collapsing. The 5-year is down about 40 basis points in a month, back near its weakest levels of the year. That is not a market afraid of inflation. It is a market pricing the oil shock as temporary and demand-destructive. The Treasury curve says the same. The 2-year jumped to about 4.2%. The 10-year barely moved. The 2s10s spread flattened to about 29 basis points. The front end is taking the Fed's hawkish dots seriously. The long end refuses to price growth. That is not an inflation signal. It is a policy-mistake signal. Because the Fed is looking at this exact setup and seeing inflation. Its dots moved up about half a point from March. A majority of the FOMC now thinks it might have to hike for oil. We have seen this movie. Trichet and the ECB hiked into weakness in 2008 and again in 2011, mistaking a commodity shock for real inflation. It was a disaster both times, and the markets told them so in advance. Here is what they keep missing. Oil is a relative price shock, not inflation. For it to become inflation you need it to spread. Wages chasing prices. Businesses with pricing power. Demand strong enough to absorb higher costs. None of that is happening. So falling oil is not automatically bullish. Cheaper oil because supply came back is good. Cheaper oil because the economy is breaking is not. The market is pricing both, and the curve is where the fight shows up. Oil down by itself is good news. Oil down with flattening curves, collapsing break-evens, and demand downgrades is something else entirely.

Jeffrey P. Snider

32,892 просмотров • 2 месяцев назад

To our community, clients, and partners, We are closing the year with clarity. This has been Brickken’s best year. We began by announcing a 2.5m raise backed by venture capital firms that invested in execution, not noise. We used that capital to do what matters in this industry: ship product, secure strategic distribution, and build infrastructure that institutions can rely on. This year Brickken became an official tokenization provider for ecosystems such as MANTRA | The EVM L1 for RWAs and XDC Network . These are not symbolic partnerships. They are aligned networks with real demand, long term relevance, and a clear path to institutional scale. We chose partners that are building on chain capital markets, and we are building with them. We also delivered the full product stack. • Our web application is live and production ready. • Our white label platform is live for institutions that need brand control and compliant operations. • Our API is live for teams that require deep integration into existing systems. Brickken is not a promise. It is operational infrastructure. That execution turned into measurable traction. We closed the year with 41m in TVL and surpassed 100 active clients. These are real businesses deploying real assets, running real issuance flows, and building long term programs on Brickken . Tokenization is no longer a concept. It is becoming financial infrastructure, and Brickken is already operating in that reality. The market context matters. Crypto markets faced pressure and the BKN token moved with the cycle. That is not unique to Brickken, it is systemic. What matters is how a company performs when conditions are not easy. We stayed disciplined. We kept shipping. We kept onboarding. We protected the long term plan. This is where our community proved its strength. Your commitment is not passive support, it is a strategic advantage. • The token matters because it is part of the ecosystem we are building. • Our clients matter because they validate product market fit with capital and repetition. • Our partners matter because they expand distribution and credibility. Together, this forms a single system built on trust, alignment, and execution. Now to what comes next. 2026 is the year Brickken steps into leadership. We are contributing to the standards that will define the market, including ERC 7943, because leadership belongs to the builders who shape the rules and deliver the rails. Brickken has a voice in this ecosystem, and it is increasingly referenced and followed for one reason: we execute. We have what it takes to lead at scale. • The team. • The know how. • The product. • The treasuries. • The institutional relationships. • The discipline to keep building through any cycle. We always said we wanted to be a tokenization platform. That ambition has matured. Now the objective is unambiguous: To become the tokenization platform. Competitors can keep talking. We will keep delivering. The gap will not close, it will widen. Our goal is singular: unicorn scale built on real infrastructure, real adoption, and long term value creation. Thank you for building this with us. The foundation is complete. The next phase begins now. Edwin Mata CEO and Co Founder Brickken
4:20

To our community, clients, and partners, We are closing the year with clarity. This has been Brickken’s best year. We began by announcing a 2.5m raise backed by venture capital firms that invested in execution, not noise. We used that capital to do what matters in this industry: ship product, secure strategic distribution, and build infrastructure that institutions can rely on. This year Brickken became an official tokenization provider for ecosystems such as MANTRA | The EVM L1 for RWAs and XDC Network . These are not symbolic partnerships. They are aligned networks with real demand, long term relevance, and a clear path to institutional scale. We chose partners that are building on chain capital markets, and we are building with them. We also delivered the full product stack. • Our web application is live and production ready. • Our white label platform is live for institutions that need brand control and compliant operations. • Our API is live for teams that require deep integration into existing systems. Brickken is not a promise. It is operational infrastructure. That execution turned into measurable traction. We closed the year with 41m in TVL and surpassed 100 active clients. These are real businesses deploying real assets, running real issuance flows, and building long term programs on Brickken . Tokenization is no longer a concept. It is becoming financial infrastructure, and Brickken is already operating in that reality. The market context matters. Crypto markets faced pressure and the BKN token moved with the cycle. That is not unique to Brickken, it is systemic. What matters is how a company performs when conditions are not easy. We stayed disciplined. We kept shipping. We kept onboarding. We protected the long term plan. This is where our community proved its strength. Your commitment is not passive support, it is a strategic advantage. • The token matters because it is part of the ecosystem we are building. • Our clients matter because they validate product market fit with capital and repetition. • Our partners matter because they expand distribution and credibility. Together, this forms a single system built on trust, alignment, and execution. Now to what comes next. 2026 is the year Brickken steps into leadership. We are contributing to the standards that will define the market, including ERC 7943, because leadership belongs to the builders who shape the rules and deliver the rails. Brickken has a voice in this ecosystem, and it is increasingly referenced and followed for one reason: we execute. We have what it takes to lead at scale. • The team. • The know how. • The product. • The treasuries. • The institutional relationships. • The discipline to keep building through any cycle. We always said we wanted to be a tokenization platform. That ambition has matured. Now the objective is unambiguous: To become the tokenization platform. Competitors can keep talking. We will keep delivering. The gap will not close, it will widen. Our goal is singular: unicorn scale built on real infrastructure, real adoption, and long term value creation. Thank you for building this with us. The foundation is complete. The next phase begins now. Edwin Mata CEO and Co Founder Brickken

Brickken

11,946 просмотров • 7 месяцев назад

Highly Bullish – Numbers-First Analysis (DYOR) The growth confirms it. Revenue hit +1,273.23% growth.. NASDAQ $RIME is operating inside a logistics system worth $11+ trillion globally, with $906B in U.S. trucking revenue, yet the industry still wastes capacity at scale. Roughly 16.7% of truck miles are empty, average load utilization is only ~57%, and 50%+ of truckloads move partially empty. With 91.5% of carriers running 10 trucks or fewer, fragmentation makes manual dispatch inefficient by design. This creates unavoidable demand for real-time orchestration software. RIME’s SemiCab is a pure-play AI logistics platform (not a broker, not a load board). The growth confirms it. Revenue hit $1.74M in Sep 2025, +1,273.23% YoY. ARR reportedly rose 220% from ~$2.5M to $8M+, with forward-looking ARR around $15M. A single enterprise expansion with Apollo Tyres can add up to $2.5M annually. Valuation is the anomaly. Shares trade near $0.86 with ~2.72M shares, implying ~$2.3M market cap. At 1× $15M ARR, implied price is ~$5.50–$6. At 3× ARR, ~$16–$17. If ARR scales to $25–$30M and the market assigns 3–4×, a $30+ share price is mathematically defensible. Massive TAM, accelerating revenue, minimal pure-play competition. Do your own research.
1:45

Highly Bullish – Numbers-First Analysis (DYOR) The growth confirms it. Revenue hit +1,273.23% growth.. NASDAQ $RIME is operating inside a logistics system worth $11+ trillion globally, with $906B in U.S. trucking revenue, yet the industry still wastes capacity at scale. Roughly 16.7% of truck miles are empty, average load utilization is only ~57%, and 50%+ of truckloads move partially empty. With 91.5% of carriers running 10 trucks or fewer, fragmentation makes manual dispatch inefficient by design. This creates unavoidable demand for real-time orchestration software. RIME’s SemiCab is a pure-play AI logistics platform (not a broker, not a load board). The growth confirms it. Revenue hit $1.74M in Sep 2025, +1,273.23% YoY. ARR reportedly rose 220% from ~$2.5M to $8M+, with forward-looking ARR around $15M. A single enterprise expansion with Apollo Tyres can add up to $2.5M annually. Valuation is the anomaly. Shares trade near $0.86 with ~2.72M shares, implying ~$2.3M market cap. At 1× $15M ARR, implied price is ~$5.50–$6. At 3× ARR, ~$16–$17. If ARR scales to $25–$30M and the market assigns 3–4×, a $30+ share price is mathematically defensible. Massive TAM, accelerating revenue, minimal pure-play competition. Do your own research.

Victor Renard

14,922,916 просмотров • 7 месяцев назад

If you’re looking for the next wave of AI infrastructure opportunities, this is a must-watch 🚀 Everyone’s chasing the next big AI agent, but they’re missing the real story. Why is aixbt is dominating the market and how Cookie DAO 🍪 $COOKIE could change everything We discuss 👇 Why $COOKIE Is The Hidden AI GEM💎 on BASE! Chainlink For AI?! 400x POSSIBILITY! With most of the AI market mania fixated on which AI agent to speculate on next, we are deep diving into the depths of the ecosystem to find the next major infrastructure plays. With Aixbt dominating in crypto twitter mind share, it has proven the AI agents with the ability to produce impactful market insights stand among the pack as leaders in the market. Already Aixbt is at a 600M market cap only a couple of months after deployment. We break down why Aixbt has this ability to outperform other agents and how data aggregation is the necessary technical edge. Also, we analyze CookieDAO $COOKIE as the infrastructure provider leading the market with its data aggregation and packaging process. $COOKIE is on the verge of revamping its tokenomics to incorporate API access to data swarm API’s that they provide into the flywheel economics of the token. As demand increases from human and AI users of access to the data being aggregated will become that much more valuable in order for Agents to perform at a level equal to or greater than what Aixbt is capable of performing today. As $COOKIE are spent for these API’s by agents and developers, the supply gets burnt and funneled to the DAO. This will have a very positive impact on the value perception for the token. We also break down our predictions as to how their flagship agent Agent Cookie will perform once activated and released into the public sphere. Already based on internal testing as reported by the team, Agent Cookie is successfully producing valuable market calls. If Agent Cookie can achieve similar mind share as AIXBT as a result of its broader data aggregation access, this will have major ramifications for the value of $COOKIE and the ecosystem as a whole once more agents are launched using the same data infrastructure layer. 🚀Sign up to receive our Newsletter for weekly updates! Disclaimer: The views and opinions expressed by The Block Runner are for informational purposes only and do not constitute financial, investment, or other advice.
23:55

If you’re looking for the next wave of AI infrastructure opportunities, this is a must-watch 🚀 Everyone’s chasing the next big AI agent, but they’re missing the real story. Why is aixbt is dominating the market and how Cookie DAO 🍪 $COOKIE could change everything We discuss 👇 Why $COOKIE Is The Hidden AI GEM💎 on BASE! Chainlink For AI?! 400x POSSIBILITY! With most of the AI market mania fixated on which AI agent to speculate on next, we are deep diving into the depths of the ecosystem to find the next major infrastructure plays. With Aixbt dominating in crypto twitter mind share, it has proven the AI agents with the ability to produce impactful market insights stand among the pack as leaders in the market. Already Aixbt is at a 600M market cap only a couple of months after deployment. We break down why Aixbt has this ability to outperform other agents and how data aggregation is the necessary technical edge. Also, we analyze CookieDAO $COOKIE as the infrastructure provider leading the market with its data aggregation and packaging process. $COOKIE is on the verge of revamping its tokenomics to incorporate API access to data swarm API’s that they provide into the flywheel economics of the token. As demand increases from human and AI users of access to the data being aggregated will become that much more valuable in order for Agents to perform at a level equal to or greater than what Aixbt is capable of performing today. As $COOKIE are spent for these API’s by agents and developers, the supply gets burnt and funneled to the DAO. This will have a very positive impact on the value perception for the token. We also break down our predictions as to how their flagship agent Agent Cookie will perform once activated and released into the public sphere. Already based on internal testing as reported by the team, Agent Cookie is successfully producing valuable market calls. If Agent Cookie can achieve similar mind share as AIXBT as a result of its broader data aggregation access, this will have major ramifications for the value of $COOKIE and the ecosystem as a whole once more agents are launched using the same data infrastructure layer. 🚀Sign up to receive our Newsletter for weekly updates! Disclaimer: The views and opinions expressed by The Block Runner are for informational purposes only and do not constitute financial, investment, or other advice.

ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast | 91.bitmap 🟧

101,454 просмотров • 1 год назад

Top 10 Cryptocurrencies That Could Make You Rich in 2025 | Wealth-Building Crypto Picks The crypto market is evolving fast — but 2025 could be the year where the right tokens completely reshape portfolios. In this video, we break down 11 cryptocurrencies with strong fundamentals, adoption curves, and catalysts that could define wealth in the next market cycle. From Bitcoin and Ethereum to rising stars like Solana, TON, and ONDO, these are the projects shaping the future of money, DeFi, and Web3. 👉 Whether you’re a beginner or a seasoned investor, this guide gives you a clear framework for what matters in 2025: adoption, regulation, scalability, and real-world use cases. 📌 What You’ll Learn in This Video +Why Bitcoin and Ethereum remain the foundation of wealth in crypto +The scaling chains competing for mainstream adoption +How tokenized real-world assets (RWAs) could disrupt global finance +The role of DeFi blue chips like Aave and Uniswap +The surprising contenders (TON, ONDO, Polkadot) with huge growth potential +How to think about Bitcoin’s ecosystem beyond BTC itself ⚠️ Disclaimer This video is for educational purposes only and does not constitute financial advice. Always DYOR (Do Your Own Research) and never invest money you cannot afford to lose.
6:23

Top 10 Cryptocurrencies That Could Make You Rich in 2025 | Wealth-Building Crypto Picks The crypto market is evolving fast — but 2025 could be the year where the right tokens completely reshape portfolios. In this video, we break down 11 cryptocurrencies with strong fundamentals, adoption curves, and catalysts that could define wealth in the next market cycle. From Bitcoin and Ethereum to rising stars like Solana, TON, and ONDO, these are the projects shaping the future of money, DeFi, and Web3. 👉 Whether you’re a beginner or a seasoned investor, this guide gives you a clear framework for what matters in 2025: adoption, regulation, scalability, and real-world use cases. 📌 What You’ll Learn in This Video +Why Bitcoin and Ethereum remain the foundation of wealth in crypto +The scaling chains competing for mainstream adoption +How tokenized real-world assets (RWAs) could disrupt global finance +The role of DeFi blue chips like Aave and Uniswap +The surprising contenders (TON, ONDO, Polkadot) with huge growth potential +How to think about Bitcoin’s ecosystem beyond BTC itself ⚠️ Disclaimer This video is for educational purposes only and does not constitute financial advice. Always DYOR (Do Your Own Research) and never invest money you cannot afford to lose.

Decentralised News

16,625 просмотров • 11 месяцев назад