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Minute Moola

@minutemoola

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Research on Space, Defense & AI.
$RKLB @ $5, $NBIS @ $70, $EOS.AX @ 6.30
Minute Moola on YT/X.
NFA

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Yeah I guess ETFs are cool too

#investing #space #drones #lasers #ai by @minutemoola

AI, Space, and Defense have been the themes of the portfolio. It’s been a nice run over the last year considering a literal war broke out. Just gotta find your conviction and have patience.

#Stocks #Investing #MinuteMoola #Returns #stocktrading by @minutemoola

Rocket lab will take care of you 🚀🚀

#RKLB #Rocketlab #Space #Stocks #Rocket by @minutemoola

Ukraine hit 3 of Yandex’s 6 biggest data centers in five days this month, then struck Sberbank’s largest one in Saratov. Earlier this year, AWS confirmed drones damaged two of its Middle East data centers.

Every AI data center is now a target. Counter-drone defense is about to become standard equipment at every site, like fire suppression and backup power.

Which counter-drone stock wins this? 👇

My bet is on $EOS.AX

Not financial advice.

#CounterDrone #DataCenters #AIinfrastructure #DefenseStocks #Investing by @minutemoola

Rocket Lab flies its 99th Electron on Monday, one launch away from 100. $RKLB

“The Sea God Surveys” lifts off at 11:41 AM ET from New Zealand, carrying a radar satellite for Japan’s iQPS. It is Electron’s 20th flight of 2026, already a record pace, and it takes the iQPS fleet to 10 satellites.

The satellite sees through clouds and darkness, imaging the ground at 0.46 metres in spotlight mode. iQPS plans 36 satellites for near-real-time coverage, with 24 by late 2028.

Rocket Lab has 18 iQPS missions contracted, and rival Synspective signed 47 in September. The 100th Electron is now weeks away.

Not financial advice.

#RocketLab #RKLB #Space #Satellites #Investing by @minutemoola

$NBIS Weekly - 10/26/2026

Another rough week in the market as AI concerns from all angles increase. Practically any stock even adjacent to the AI industry felt it. Important to know what you own and have conviction in fragile markets like this.

Anthropic’s S1 revealed how profitable this business can be and also how crucial compute is to the industry. Unserious neoclouds will be shaken out of the market as investors and lenders allocate capital more diligently moving forward. Nebius is in a league of its own.

While debt markets tightened, Nebius was able to secure more funding for the French site. Continued execution in Token Factory with Tavily hitting 3M DEVS (huge cross selling opportunity), and Nebius continuing to expand in what looks like Malaysia and Australia. Hyperscaler spending also signalled to climb in 2027, these are some of the smartest, most capital efficient companies in the world increasing their AI spend while the market panics about ROI.

#Nebius #Tavily #hyperscaler #AIstocks #investing by @minutemoola

Microsoft beat on the top and bottom lines. $MSFT reported fiscal Q1 2027 revenue of $92.3 billion, up 19% from $77.7 billion a year ago. Adjusted earnings hit $4.89 per share, above the roughly $4.71 consensus and up from $4.13 last year.

Azure, Microsoft’s cloud business, grew 48% to $33.2 billion, beating the 45% guidance, and total cloud revenue reached $63.9 billion, up 30%. Spending hit $45.2 billion in the quarter, with over $50 billion guided next quarter. CEO Satya Nadella closed the call saying he has never been more confident in the long-term returns on Microsoft’s investments, as enterprise AI moves from experiments to production.

Does Azure keep accelerating toward 50% next quarter?

Not financial advice.

#MSFT #Microsoft #CloudComputing #AIInfrastructure #Investing by @minutemoola

Alphabet’s cloud business doubled, and the stock still fell after hours. $GOOGL reported Q3 revenue of $127.6 billion, up 25% from $102.4 billion a year ago, just under consensus near $128 billion. Earnings fell to $2.12 per share, down from $2.87 and below the roughly $3.02 consensus.

Google Cloud revenue jumped 103% to $30.7 billion, with cloud profit of $11.1 billion. The earnings miss traces to an $8.7 billion paper loss on investments, versus a $10.7 billion gain last year. Spending hit $51.4 billion, pushing free cash flow to negative $9.1 billion.

With search revenue potentially decelerating, can cloud growth completely take over Google’s revenue?

Not financial advice.

#GOOGL #Alphabet #GoogleCloud #AIInfrastructure #Investing by @minutemoola

SK hynix just posted its first ₩100 trillion quarter. Q3 revenue hit ₩104.6 trillion, up 328% from a year ago, with operating profit of ₩83.3 trillion at an 80% margin. Both beat forecasts.

CEO Kwak Noh-Jung says customer trust is turning into long-term contracts. The driver is HBM4, now shipping in earnest for Nvidia’s Vera Rubin platform, plus surging server DDR5 sales. Fourteen customers have locked in agreements covering over half of 2027 and 2028 capacity.

The company also pledged about ₩100 trillion in 2026 shareholder returns, including a special dividend from its Kioxia gains. Net profit fell 58% from Q2 on non-operating losses, but the operating story is untouched. Is memory pricing power now structural?

Not financial advice.

#SKHynix #SKHY #Semiconductors #Memory #Investing by @minutemoola

Anthropic just opened its books for its IPO👇

🔹 Ticker: $ANT (Nasdaq)

🔹 First-half 2026 revenue: $16.3B, 14x a year earlier

🔹 Q2 alone: $11.6B

🔹 Revenue per $1 of compute: ~$0.50 a year ago → ~$2.00 last quarter

🔹 Net loss: $80.7B, with $72B of it a non-cash charge from notes converting to stock as the valuation soared

🔹 Q2 operating profit: $974M

🔹 Cash generated in H1: $3.9B

🔹 Compute commitments run into the 2040s

The risk to watch: the S-1 warns AI agents use far more compute per task than chat, so compute needs could grow faster than revenue.

Compute is the bottleneck, and every lab is paying up for it.

Would you buy $ANT at IPO? Drop your take below 👇

Not financial advice. Do your own research. Source: Anthropic S-1, SEC EDGAR.

#Anthropic #Claude #ANT #IPO #AIstocks by @minutemoola

$NBIS Weekly - 10/19/2026

Amidst all the AI fears and market concerns, Nebius has a BUSYY week. Lots of great commentary from management from Nebius at the NVIDIA GTC Berlin event. The token factory just keeps getting better, now with ceilings removed for on-demand compute, prompt caching, and new models. The site expansion continues to grow with Saudi Arabia, European start ups, and AVride’s presence in Philly. The future looks bright with more Vera Rubin capacity coming online and a focus on more short-term rentals with much higher value per MW.

#Nebius #Nvidia #Stocks #AI #Investing by @minutemoola

We shall let the bears have their fun for now.

#Stocks #investing #nasdaq #sp500 #growthstocks by @minutemoola