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$ASTS · FCC Chair Carr: AST SpaceMobile among companies benefiting from faster direct-to-device approvals
now playing · $ASTS
$HYNIX···bullish· high· poschey tae-won
SK Group Chair Chey: Confident in AI memory demand growth, seeks stock stability before further ADR sales
Chey Tae-won expresses confidence in sustained AI-driven memory demand growth, but emphasizes need for price stability to curb speculative trading in ADRs before considering addit…
$ANDURILbullish· high· posjoe lonsdale
Lonsdale: Anduril broke through Pentagon procurement barriers, 8VC holds position long-term
Anduril, along with SpaceX, broke through defense procurement barriers demonstrating 10x better solutions; 8VC considers it a core defense holding with no plans to exit.
$PLTR···bullish· high· posjoe lonsdale
Lonsdale: Palantir's valuation surged 10x to over $300B on AI wave, exemplifying industrial revolution
Palantir's valuation has jumped from $30-40B pre-AI to over $300B, a 10x increase driven by AI adoption across industries, illustrating the massive wealth creation in this industr…
$SARONICbullish· high· posjoe lonsdale
Lonsdale: 8VC co-founded Saronic, calls it one of the most important US defense companies with autonomous drones
8VC co-founded Saronic, which builds autonomous drones for defense; its Corsair drones recently used in CENTCOM operations, and the firm plans to hold this position long-term.
$COGNITIONbullish· high· posjoe lonsdale
Lonsdale: Cognition is one of the most important AI companies, 8VC invested a year ago, three up-rounds since
Cognition, an AI coding agent company, has seen three funding rounds in a year since 8VC invested, reflecting accelerating pace in AI applications.
$SPCX···bullish· high· posjoe lonsdale
Lonsdale: 8VC big investor in SpaceX, very bullish, holding long-term as Elon Musk's vision could exceed Earth's economy
Lonsdale's firm 8VC is a significant investor in SpaceX, believes Elon Musk's vision could make SpaceX larger than the global economy, and plans to hold the position long-term.
$XAIbullish· high· posjoe lonsdale
Lonsdale: 8VC big investor in xAI, very bullish on Elon Musk's AI venture
8VC is a major investor in Elon Musk's xAI, expressing strong conviction in its potential.
$AMZN···bullish· mediumbrendan carr
FCC Chair Carr: Amazon benefiting from faster spectrum approvals, pursuing Globalstar for direct-to-device
The FCC's new assembly-line approval process benefits Amazon's Project Kuiper and its potential acquisition of Globalstar's spectrum for direct-to-cell service.
$ASTS···bullish· mediumbrendan carr
FCC Chair Carr: AST SpaceMobile among companies benefiting from faster direct-to-device approvals
AST SpaceMobile is a beneficiary of the FCC's accelerated approval mindset for direct-to-device satellite connectivity.
$GSAT···bullish· mediumbrendan carr
FCC Chair Carr: Amazon pursuing Globalstar acquisition for its spectrum in direct-to-cell
Globalstar's spectrum assets make it a takeover target for Amazon to enable direct-to-cell service.
$HELSINGbullish· mediumjoe lonsdale
Lonsdale: 8VC fans of Helsing, European defense AI company that raised $1.8B
Lonsdale expresses support for Helsing, a European defense AI company that recently raised $1.8B, noting early investment by his network.
$LMT···bearish· mediumjoe lonsdale
Lonsdale: Defense primes like Lockheed capture most spending via congressional job programs, but Congress waking up
Lockheed Martin and other primes still capture the vast majority of defense spending through congressionally protected job programs, but political pressure is mounting to shift fu…
$RTX···bearish· mediumjoe lonsdale
Lonsdale: Raytheon benefits from entrenched congressional districts, but defense spending shift underway
Raytheon and other primes still capture the vast majority of defense spending through congressionally protected job programs, but political pressure is mounting to shift funding t…
$HYNIX···bullish· mediumunknown
Analyst: SK Hynix leveraging AI demand to make memory less cyclical via multi-year deals
Memory companies like SK Hynix and Micron are using AI-driven demand to sign multi-year supply deals, reducing cyclicality as customers desperate for chips commit long-term.
$MU···bullish· mediumunknown
Analyst: Micron benefiting from AI-driven multi-year memory contracts reducing cyclicality
Micron, like SK Hynix, is leveraging AI demand to secure multi-year supply agreements, making the memory business less cyclical.
$NVDA···neutral· mediumunknown
Analyst: Nvidia dominates AI chips but faces emerging competition from Google and custom silicon using alternative memory
While Nvidia dramatically dominates the AI chip space, competitors like Google and new entrants are developing chips that use different memory types, potentially eroding Nvidia's…
$HYNIX···bearish· mediumunknown
Strategist warns SK Hynix correction underway with downside risks prevailing amid extreme volatility
The strategist sees a correction in memory chipmakers like SK Hynix driven by profit-taking and speculative leveraged ETF trading, with downside risks prevailing while volatility…
$AAPL···bullish· mediummark gurman
Gurman: Apple's trade secret lawsuit against OpenAI will deter talent moves and protect IP
Apple's lawsuit against OpenAI for allegedly recruiting former employees with trade secrets will make Apple employees think twice about joining OpenAI, protecting Apple's hardware…
$OPENAIbullish· mediummark gurman
Gurman: OpenAI still on track to announce first AI device this year, ship in 2027 despite lawsuit
OpenAI plans to announce its first hardware device in 2026 and ship in 2027, undeterred by Apple's trade secret lawsuit.