Pinned Tweet
new client for $ASTI 💥 💥
🛰️ ENOS is designed to return payloads from orbit, and Reditus plans to support commercial microgravity manufacturing and research.
🛰️ preparing for a SpaceX rideshare launch later this year.
Ascent is proud to provide to be a preferred supplier to @ReditusSpace!
linkedin.com/posts/spcrum_go…
$ASTI
ethereum:0x8400d94a5cb0fa0d041a3788e395285d61c9ee5e +107%
this move driven by client usage, retail hasn’t even entered yet. has 100x to go back to ATH.
file under: enterprise blockchain.
new bullish policy development for $TE T1 Energy: the U.S. Commerce Department has TODAY implemented a rule specifically designed to prevent companies from stockpiling imported polysilicon, wafers, solar cells and modules ahead of the tougher Section 232 regime taking effect December 4.
kpmg.com/us/en/taxnewsflash/…
going back up? $TE
“ US AND IRAN DISCUSS PHASED DEAL TO REOPEN HORMUZ AND END US BLOCKADE “
Short sellers are unwinding their positions. from 40% short interest to 20%.
we all know what comes next.
$ASTI 🔥
the latest news I see is:
$ASTI has been integrated into Reditus Space’s ENOS spacecraft, which is scheduled for launch this fall via Space X.
ASTI is about 800x smaller than $ASTS for example…
That enormous size difference is important when thinking about how violently ASTI can move on a meaningful space/defense contract or commercialization… 🤞
$TE shorts are in trouble. breaking through 4.40 resistance now.
short interest is around 40%.
dang $TE moving after hours.. hope you didn’t listen to the Elliot wave traders calling for $2 😂
Andromed🅰️ retweeted
$ASTI: "We’ve experienced a significant deal of momentum in the first half of 2026, most notably as our customer base has expanded," said Paul Warley, Chief Executive Officer of Ascent Solar Technologies, Inc.
"While addressing the fast-growing needs of the space market remains our key focus, we’re simultaneously pursuing adoption from customers looking for solar solutions in marine and high-altitude (HAPS/HALE) applications.
As our products’ efficiency and capabilities continue to improve amid increased market demand, we expect our sales revenue and customer base to grow throughout the rest of the year."
$UBT (enterprise blockchain) announce there are more clients, in addition to TuneSat going live imminently. demand is high, sitting at only $3m marketcap. a 150x back to ATH’s.
Expanding into new international markets before even being fully live is a clear indicator of enterprise demand.
Navigating rights structures and legal setups usually creates massive bottlenecks when entering new regions. Modern verification infrastructure eliminates that friction, making it possible to adapt to new European and intercontinental territories in parallel.
Find the full discussion here: tinyurl.com/UBTAMA07
#Unibright $UBT #ProofMatter #EnterpriseTech #Web3 #Crypto
Andromed🅰️ retweeted
$TE Giga Arctic update 🇳🇴 — Fresh post from Rana business association: T1 is already discussing “key milestones” and opportunities for local suppliers around the approved 50 MW data center. Even more interesting, VP Anne Ekern shared it with the words “Da er vi i gang” — “Now we’re underway.” T1 also committed NOK 1.6M to regional airport route development. This is starting to look increasingly like active site development, not just a passive asset waiting to be sold. 👀
as shorts keep piling on- almost 40% now **
$TE is setting up nicely here for a major move.
updated holdings :
• T1 Energy $TE [Long]
Leopold Aschenbrenner's complete updated holdings including newly added option calls
Top tier:
• SanDisk $SNDK [Long, 28.1%]
• Micron $MU [Long, 27.6%]
Second tier:
• Bloom Energy $BE [Long, 9.4%]
• Taiwan Semiconductor $TSM [Long, 6.3%]
• Nebius $NBIS [Long, 6.1%]
Third tier (~2-4% each):
• CoreWeave $CRWV [Long]
• Core Scientific $CORZ [Long]
• STMicroelectronics $STM [Long]
• Applied Digital $APLD [Long]
• Riot Platforms $RIOT [Long]
• SharonAI Holdings $SHAZ [Long]
• IREN $IREN [Long]
Moonshot tier (~0-0.9% each):
• CleanSpark $CLSK [Long]
• Keel Infrastructure $KEEL [Long]
• Solaris Energy Infrastructure $SEI [Long]
• WhiteFiber $WYFI [Long]
• Bitdeer Technologies $BTDR [Long]
• T1 Energy $TE [Long]
• Hive Digital Technologies $HIVE [Long]
• Babcock & Wilcox $BW [Long]
• ProPetro Holding $PUMP [Long]
• Vishay Intertechnology $VSH [Long]
• Cerebras Systems $CBRS [Long]
New options bets (Sep 10-11, ~$315M in premiums):
• AMD $AMD [Call]
• Bloom Energy $BE [Call]
• CoreWeave $CRWV [Call]
• SK Hynix [Call]
• SanDisk $SNDK [Call]
• Intel $INTC [Call]
• Roundhill Memory ETF $DRAM [Call]
Private companies:
• Anthropic ~$5B
• Fluidstack $830M
• Source Foundry $500M
• MatX $500M
• Physical Intelligence $1B
Full exits:
• Nvidia $NVDA [Put] - Covered entirely
• Oracle $ORCL [Put] - Covered entirely
• Broadcom $AVGO [Put] - Covered entirely
• AMD $AMD [Put] - Covered entirely
• Micron $MU [Put] - Covered entirely
• Taiwan Semiconductor $TSM [Put] - Covered entirely
• ASML $ASML [Put] - Covered entirely
• Intel $INTC [Put] - Covered entirely
• Corning $GLW [Put] - Covered entirely
Summary: Every semiconductor hedge is gone. He's back with fresh call options on the same memory and compute names. Per his Q2 2026 13F, private investment reports, and CNBC/FT on the new options activity
congratulations $TE
$ASTI making moves…
(Not an ai company) space/ solar 🛰️
marketcap $28m
