Long Term Investor // Space Enthusiast // Creator of @CageTimeLeague
Joined January 2021
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The FBI just named North Korea as the thief behind the $6B+ Binance hack.
What we know:
• Group: "TraderTraitor"
• Stolen funds being converted mostly into ETH
• Binance says 90% is replaced and it aims to reopen withdrawals Nov. 1
$BTC
fbi.gov/investigate/cyber/al…
Strawberries are getting scarce, and Sprouts builds its stores around produce.
What's happening:
• Rain is costing California growers 50-80% of the crop, per Markon
• H-E-B says some Texas stores may run short
• Tight supply and high prices for about 3 weeks
$SFM
markon.com/update-strawberri…
Rocket Lab and Iridium just told the FCC: approve our deal, promptly.
From their joint reply:
• "No commenter disputes the Transaction's benefits"
• Launch savings to speed next-gen satellites with 20x the beams
• SpaceX "does not oppose the transaction"
$RKLB
api-prod.fcc.gov/icfs-attach…
NASA wants a company to save Hubble. Rocket Lab just built a robot arm for in-orbit repairs.
What NASA is asking for:
• Boost Hubble to 600+ km, service it, or deorbit it
• Mission by 2032, ideas due Nov 30
• Rocket Lab's arm flies on a NASA repair demo in 2027
$RKLB
arstechnica.com/space/2026/1…
Tesla's Texas robotaxi fleet is closing in on Waymo's.
New Texas DMV registry count:
• Tesla: 1,204 vehicles (631 Model Y, 573 Cybercab)
• Waymo: 1,259
• Tesla just added 124 Model Ys in one update, up from 1,080
$TSLA
robotaxitracker.com/permits/…
SpaceX's Falcon 9 wind-down is now at the center of a global rocket shortage.
Quilty Space's new report:
• ~150-launch shortfall outside China through 2030
• Could double with US military demand
• SpaceX has "stopped affirming Starship as a commercial launcher"
$SPCX
arstechnica.com/space/2026/1…
NASA just handed Rocket Lab another science mission.
Armstrong signed a $28.9M task order on Oct 28:
• Integrate and fly the GDC Trailblazer space-weather payload
• Up to $36.8M with options, running to 2030
• Follows a $433K concept study Rocket Lab won in May
$RKLB
$RKLB 👀 📰
NASA Armstrong signed task order 80AFRC27FA003 with Rocket Lab on Oct 28.
The work: "Integration and flight of the Geospace Dynamics Constellation Trailblazer (GDC-T) payload."
$28.9M obligated, $36.8M with options, with options running out to 2030.
Another NASA science mission flying with Rocket Lab.
Jassy just put a $1 trillion target on AWS.
From Amazon's Q3 call:
• AWS backlog $578B, up triple digits
• AWS seen growing 40%+ in both 2027 and 2028
• Capex "meaningfully more" in 2027 after ~$220B
Trainium chips sold outside AWS from late 2027.
$AMZN
geekwire.com/2026/andy-jassy…
Tesla Robotaxi now runs 20 hours a day.
New hours: 6am to 2am.
• Rear camera feed viewable during rides
• Share trip details with a friend
• Grok now in Robotaxi Model Ys, plus Calm Mode
More paid hours per car.
$TSLA
Robotaxi updates
Service
– Operating hours are now 6am - 2am
Features
– Rear view camera feed now available to view during your ride
– Trip details can be shared with a friend
– New Live Activity design & experience
– Calm Mode dims the screen & sets cabin lighting to a relaxing state
– Grok now available on our Model Y vehicles
Accessibility
– Improved vehicle locating arrow in the app
– Added haptic feedback to assist users in finding their vehicle
– Music Control via Screen Reader
SpaceX's biggest customer is reportedly Anthropic, not the US government.
Bloomberg says Anthropic is the 10-Q's "Customer B":
• 34.5% of Q3 revenue, all in AI unit Super Intelligence
• Deals up to $120.5B through 2029
• Exit allowed from early 2027
$SPCX
thenextweb.com/news/anthropi…
Rocket Lab is building robots that walk across spacecraft.
Its Robotics unit (ex-Motiv) built the arm for NASA's Fly Foundational Robots mission:
• Walks, uses tools, repairs and upgrades in orbit
• Will swap a modular part in LEO
• Launches late 2027
$RKLB
rocketlabcorp.com/updates/a-…
Binance may have just suffered the biggest crypto hack ever.
~$5.6B moved out of Binance hot wallets.
• Includes ~18,270 BTC (~$1.44B)
• Tether and Circle froze $1.8B+
• Binance is investigating; BTC slid below $79K
$BTC
decrypt.co/382191/binance-su…
AWS just posted its fastest growth in nearly 5 years.
Amazon Q3:
• Revenue $201.9B, +12%; EPS $1.89, below estimates
• AWS +39% to $46B; record 13.9% op margin
• Q4 guide $240-247B; 2026 capex still ~$220B
Leo service still on track to start this year.
$AMZN
ir.aboutamazon.com/news-rele…
FCC voted 3-0 to propose up to 482 MHz more for satellite-to-phone service.
Starlink Mobile's path just widened.
• Bands could go from 5 to 13
• Satellite firms could hold licenses, not just lease
• SpaceX's 902-928 MHz ask was left out
$SPCX
broadbandbreakfast.com/fcc-c…
Rocket Lab just hit triple digits.
The 100th Electron has left the factory, headed for launch.
• 98 flights so far, 19 in 2026
• Flight 99 is slated for next week
• No. 100 is bound for Launch Complex 1 in New Zealand
$RKLB
Cybercabs now outnumber Model Ys in Tesla's Texas robotaxi fleet.
State records list 1,080 Tesla robotaxis.
• 573 Cybercabs vs 507 Model Ys
• 224 Cybercabs added in 13 days
• Tesla is now 127 vehicles behind Waymo's 1,207 in Texas
$TSLA
superchargeddaily.com/dispat…
The FCC votes today on opening 482 MHz more spectrum for satellite-to-phone service.
AT&T, Verizon and T-Mobile want 290 MHz of it cut.
• Plan expands eligible bands from 5 to 13
• Carriers target 2.5 and 3.45 GHz
• SpaceX wants 902-928 MHz added for Starlink Mobile
$SPCX
teslarati.com/spacex-starlin…
NASA's Image of the Day is powered by Rocket Lab hardware.
NEO Surveyor's 20-ft sunshade runs on panels built by Rocket Lab's Albuquerque team.
• Quad-junction Z4J+ solar cells
• Up to 2 kW, the spacecraft's only power source
• Built to hunt hazardous asteroids
$RKLB
Rocket Lab hardware featured in @NASA’s Image of the Day.
Our Albuquerque team manufactured the PVA panels that were populated with our high-efficiency, quad-junction Z4J+ solar cells that were integrated onto NASA NEO Surveyor’s 20-ft long sunshade structure.
The array delivers up to 2 kW and is the spacecraft's only power source as it hunts hazardous asteroids and comets.
Sprouts' Q4 guide came in far below estimates; shares fell ~15% after hours.
Q3 sales rose 5% to $2.3B, but comps fell 0.9% on a weak consumer and cyclospora.
• Q4 comps guided -2% to -4%
• Q4 EPS $0.47-$0.51
• Record 15 new stores; 504 in 25 states
$SFM
investors.sprouts.com/news/n…
Amazon Leo's biggest launch yet has a date.
ULA's Vulcan returns Nov. 13 with 40 Leo satellites after a nine-month grounding.
• First of 38 contracted Leo-Vulcan missions
• ~400 Leo satellites launched so far
• Ariane 6 adds 36 more NET Nov. 23
$AMZN
aboutamazon.com/news/innovat…
