J L 2025
J L 2025
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$BigBear.ai Holdings(BBAI)$  facial scanning technology will be the new norm for large crowd clearance. Sorry to hear about Charlie Kirk, but the world need more technology to maintain some level of safety. 
$Grab Holdings(GRAB)$  ride hailing driver on strike in Jakarta today. Looks like protest against 5 online hailing companies. 
$Corning(GLW)$ investing in AI infrastructures 
$Red Cat Holdings Inc.(RCAT)$ https://www.reuters.com/business/aerospace-defense/us-army-buy-1-million-drones-major-acquisition-ramp-up-2025-11-07/
$BigBear.ai Holdings(BBAI)$  NATO countries is going increase budget spending. There is going to be plenty of opportunities for AI. 
$Nuburu, Inc.(BURU)$  https://www.reuters.com/business/aerospace-defense/us-army-buy-1-million-drones-major-acquisition-ramp-up-2025-11-07/ Use them for laser target shooting practices. 
$Alibaba(BABA)$  is still undervalued at this price. 
$Palantir Technologies Inc.(PLTR)$ within any software industries BETA testing is the norm towards a better system. Deficiencies are often identified and listed as punch lists. If no deficiencies is identified by end user, then it would most likely due to customer not knowing what their ideal package should be. Active identification on deficiencies shows Palantir's end user knows exactly what they want and need to be addressed by software engineer. This is how it should be that customer take cares of thier business, rather than being hold a hostage by software developer for lack of action. 
$BigBear.ai Holdings(BBAI)$  waiting on big news on Saudi collaboration. 
$Roblox Corporation(RBLX)$  my kid and all their classmates are playing Roblox. End of year is coming and it's a norm these days to give out robux vouchers for gift exchange. 
Tesla immunity is gone. Time to face the music. 
US Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD
$Netflix(NFLX)$  what are the link between NFLX popularity and SpaceX? My best guess would be NetFlix streaming is bogging down SpaceX traffic. And with more consumer digging into Netflix, it's definitely testing low orbit satellite traffic. It would not be a surprise if customer start switching to OTHER low orbit satellite internet provider. More reason for SpaceX to start cancelling Netflix. 
$Plug Power(PLUG)$  hydrogen production and storage is one of the missing chess piece in today's excessive investment into renewable energy. Spain and Germany is the exact scenario where over reliant on renewable energy can introduce transient supply dip or spike to power transmission voltages. And these could unintentionally trips the power grid leading to cascading black out through out the system. Hydrogen and battery play the safety buffer to convert excess energy into stored capacity and the later to buffer when production from renewable dips. 
$Nuburu, Inc.(BURU)$  blue laser is the hottest spectrum. 
$NVIDIA(NVDA)$  Will it hit 4T today?
$Ondas Holdings Inc.(ONDS)$ how many drones do you think Saudi is going to invest in? 
$Ondas Holdings Inc.(ONDS)$ US mitary to purchase a million drones annually in the future. use them as expendable munition.  https://www.reuters.com/business/aerospace-defense/us-army-buy-1-million-drones-major-acquisition-ramp-up-2025-11-07/
Uber onboard , then Grab would probably do same. 
China’s Pony AI, WeRide File for Hong Kong IPOs in Milestone for Driverless Tech Sector
Robux Robux Robux on the way to $300. Imagine they start making Roblox movies next. 
Mattel Expands Collaboration With Roblox to Bring New Slate of Games to the Platform, Launching With Monster High Experience October 24
This is some scary news. Giving data center 800v to play with. The higher the voltage the higher the risk with power electronics switching element and giving these to non electrical person to play with, will only introduce chances of letting more smokes out of equipment. I do hope they know the risk with higher voltages. 
Power Integrations Stock Jumps 13% After Collaborating with Nvidia on Power Supply Push

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