Alpha Coverage #136
AI, Robotics, Space, Quantum Computing, Climate Change/Energy Transition, Biotech/Genomics
Weekly newsletter bringing you a summary of unbiased, critical, thesis changing stock market news with long term impact. We cover news articles, opinion pieces and all forms of media to help you stay ahead of the curve.
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This Week’s Alpha Coverage: YouTube Playlist or Weekly Compilation.
Editor’s Pick:
$XPEV
[News] Xpeng stock jumps on ‘most human-like’ robot debut
Xpeng stock jumped after announcing a strategic pivot into “Physical AI” during its recent AI Day event themed “Emergence.” The centerpiece of the event was the debut of its next-generation ‘Iron’ humanoid robot, which displayed a highly human-like appearance and gait, impressing many with its realistic movements. CEO He Xiaopeng mentioned that during rehearsal, some colleagues were so impressed they asked, “is there a real human inside the iron?” This skepticism went viral, prompting Xpeng to later release a video that literally cut open the robot’s synthetic skin to prove its mechanical nature.
The ‘Iron’ robot features a revolutionary “bone–muscle–skin” bionic structure with a flexible spine, bionic muscles, and fully covered flexible skin, allowing for natural movement like a “catwalk.” Its dexterous hands boast 22 degrees of freedom per hand, enabling fine manipulation.
The robot’s “brain” is powered by three in-house Turing AI chips, delivering a massive computing power of 2,250 TOPS. This system runs Xpeng’s VLT + VLA + VLM multi-model AI architecture, which integrates vision, language, and physical action. Furthermore, ‘Iron’ is an industry first, powered by a full-solid-state battery, offering higher energy density and enhanced safety.
The company highlighted that ‘Iron’ is on track for mass production, with plans to begin preparations in April 2026 and targeting large-scale commercial deployment by the end of 2026. Xpeng’s initial strategy is to deploy ‘Iron’ in commercial settings such as tour guides, shopping guides, and receptionists before moving into the household market. Xpeng also announced that the platform supports customization, including different body shapes and sexes, to make the robot feel “warmer and also more intimate.”
Link to Seeking Alpha News Article - Nov. 11, 2025
$AMD
[News] AMD CEO says AI market is ‘faster than anything we’ve seen before,’ sees $1T by 2030
Speaking at the company’s first analyst day since 2022, AMD CEO and Chairman Dr. Lisa Su updated the size of the total addressable market for the AI data center and now sees it hitting $1T by 2030, up from a prior view of $500B.
AMD sees a clear path to hit “tens of billions of dollars of revenue” in 2027 in the data center, aided by its MI450 and Helios rack-scale solutions, Su said. There is also a “very clear” path to double-digit share in the data center AI market, with a compound annual growth rate of 80% over the next three to five years, Su added. By comparison, Nvidia (NVDA) is widely believed to have upwards of 90% of the data center AI market. As such, the overall revenue for the company should be a baseline of $35B for this year and grow at a compound annual growth rate of 35% or more over the next three to five years, Su added.
The AMD leader also noted that the company’s custom design wins have expanded over the past 12 to 18 months. New design wins in aerospace & defense, communications, data center have totaled $45B, with the revenue set to ramp up in 2026 and beyond.
Su added that AMD’s Instinct GPUs are now in seven of the top 10 AI companies, while its data center CPU business now commands 40% of the revenue share. She reiterated that AMD has gone from a two-year cadence to an annual cadence, and there will be a “huge step function” with the upcoming MI450 GPU AI accelerator.
Link to Seeking Alpha News Article - Nov. 11, 2025
News, Facts, Analyst & Market Commentary - Short Reads:
$SPY $DIA $QQQ
Democrats propose one-year of Obamacare subsidies in counteroffer to end shutdown
A new Democratic counterproposal attaching a one-year extension to expiring Obamacare subsidies alongside a package of funding measures to end the ongoing government shutdown has been rejected by Senate Republicans.
Democrats’ new proposal marked a shift from their earlier stance, which called for a permanent extension of Obamacare funding and a repeal of the Trump administration’s Medicaid cuts. However, Key Senate Republicans immediately panned the new offer, with Majority Leader John Thune (R-S.D.) calling it a “nonstarter.”
Link to Seeking Alpha News Article - Nov. 08, 2025
$NVDA $TSM
Nvidia CEO wants TSMC to boost chip supplies amid strong AI demand
Nvidia (NVDA) CEO Jensen Huang said on Saturday that he has asked for additional chip supplies from Taiwan Semiconductor Manufacturing Company (TSM) as the demand for artificial intelligence remains strong.
Link to Seeking Alpha News Article - Nov. 08, 2025
$META $GOOGL
Denmark plans to ban social media for kids under 15 to guard from online harm
Denmark’s government unveiled plans to ban social media access for anyone under 15, in one of Europe’s toughest moves yet to curb young people’s exposure to harmful online content, the Associated Press reported.
Digital Affairs Minister Caroline Stage said the proposal comes amid growing concern that children are spending too much time online and facing “too great a risk” from violent and self-harm content.
“They have an absurd amount of money available, but they’re simply not willing to invest in the safety of our children,” she said, referring to large technology companies.
Parents could be allowed to grant limited access to children as young as 13, following an individual assessment. The government plans to finalize legislation in the coming months, with Stage pledging that “Denmark will hurry, but we won’t do it too quickly because we need to make sure that the regulation is right and that there is no loopholes for the tech giants to go through.”
Enforcement details are still being worked out. Denmark intends to use its national digital ID system and an upcoming age-verification app to ensure compliance. Stage said tech companies would be required to verify users’ ages or face potential penalties through the EU, including fines of up to 6% of their global income.
The Danish plan follows Australia’s move in December to bar children under 16 from social media. Governments around the world are seeking to protect minors online while balancing the benefits of digital access. Stage said the goal is “not about excluding children from everything digital” but shielding them from harmful material.
TikTok said it welcomed Denmark’s initiative and noted its existing safety tools for young users, including “Family Pairing.” Meta (META), parent of Instagram and Facebook, didn’t immediately comment.
Stage said patience with Big Tech has run out: “We’ve given the tech giants so many chances to stand up and to do something about what is happening on their platforms. They haven’t done it. So now we will take over the steering wheel and make sure that our children’s futures are safe.”
Link to Seeking Alpha News Article - Nov. 09, 2025
$BMNR $ORBS
[Newsletter Exclusive] Crypto-treasury stocks sink as bitcoin slumps, testing faith of true believers
Analysts say these companies act as leveraged bets on crypto, amplifying both gains and losses. Some remain insulated thanks to large cash reserves, while others may struggle to raise fresh capital to buy more tokens, putting further pressure on the market.
Link to Seeking Alpha News Article - Nov. 09, 2025
$SPY $DIA $QQQ
Bessent says Trump’s $2,000 tariff ‘dividend’ could come through tax cuts
Treasury Secretary Scott Bessent said Sunday that President Donald Trump’s proposed $2,000 “tariff dividend” for most Americans might take the form of new or expanded tax cuts rather than direct payments.
Speaking on ABC’s “This Week,” Bessent addressed Trump’s Truth Social post earlier in the day, in which the president said a “dividend of at least $2000 a person (not including high income people!) will be paid to everyone” and criticized those who oppose tariffs as “FOOLS.”
Bessent said he hadn’t yet discussed the idea with Trump but noted that the dividend “could come in lots of forms, in lots of ways.” He pointed to the administration’s ongoing efforts to reduce taxes, saying it could involve “no tax on tips, no tax on overtime, no tax on Social Security – deductibility on auto loans.”
Link to Seeking Alpha News Article - Nov. 09, 2025
$SPY $DIA $QQQ
Senate Republicans float direct health payments to end shutdown stalemate: WSJ
Senate Republicans have offered a new proposal aimed at breaking the monthlong government shutdown, suggesting that some healthcare funds go directly to households instead of financing another year of expanded Affordable Care Act (ACA) subsidies, The Wall Street Journal reported Sunday.
The GOP plan, led by Sen. Bill Cassidy (R., La.), would steer federal money into flexible-spending or health savings accounts that Americans could use to pay deductibles and other medical costs. Cassidy said on the Senate floor that lawmakers should look for creative compromises that give patients more control over their healthcare dollars.
The idea marks a shift for Republicans, who had insisted there would be no negotiations until Democrats agreed to reopen the government. It also mirrors President Trump’s recent social-media post calling for taxpayer funds to go “directly to Americans in HSA-style accounts” rather than to insurance companies.
Democrats, however, remain divided. Some, including Sen. Chris Murphy (D., Conn.), argue the proposal would make health insurance less affordable for low-income Americans by reducing direct subsidies. Others, such as Sen. Ron Wyden (D., Ore.), said they are open to discussions if Republicans are serious about curbing costs for consumers.
The standoff began after Democrats demanded a one-year extension of enhanced ACA subsidies, which otherwise expire soon and could raise premiums for more than 20 million Americans.
Senate leaders kept lawmakers in Washington over the weekend as negotiators reviewed a three-bill funding package covering veterans, agriculture and legislative operations. With both sides now trading proposals, senators from both parties say there are early signs of movement toward ending the impasse.
Link to Seeking Alpha News Article - Nov. 09, 2025
$SPY $DIA $QQQ
Stock index futures rally as traders spy end to government shutdown
U.S. stock index futures rose as they opened Sunday amid reports that Senate negotiators have reached a stopgap deal to end the record-long government shutdown.
According to multiple reports, a group of moderate Senate Democrats agreed to back a proposal that would reopen the government and fund several departments — including Agriculture, Veterans Affairs, and Congress — through the end of the fiscal year, while extending funding for other agencies through Jan. 30. The plan would also provide back pay for furloughed workers and resume suspended federal payments to states and localities.
House passage remains uncertain. Democratic leaders have criticized the deal for omitting an extension of expiring Obamacare subsidies. Republicans pledged to hold a vote on renewing those tax credits by mid-December but that is not guaranteed.
Prediction markets reflected growing optimism that the shutdown’s end is near. Polymarket now sees the shutdown lasting 41 days, down from 50 this morning, while Kalshi projects 43 days.
Link to Seeking Alpha News Article - Nov. 09, 2025
$GRAB
Grab rallies after announcing a strategic investment in remote driving specialist Vay Technology
Grab Holdings Limited (GRAB) announced on Monday that it inked a deal to invest $60 million in Vay Technology GmbH.
Vay Technology GmbH was described as a leading provider of automotive-grade remote driving technology for $60 million in cash. Through the Vay mobile app, customers request an electric vehicle to be remotely delivered to their location. When it arrives, the remote driver disconnects from the vehicle, and the user takes over, driving it like a regular car. At the end of the trip, they exit the vehicle, and a remote driver resumes control, eliminating the time-consuming search for parking. Vray’s remote driving relies on camera sensors and microphones in the vehicles, transmitting visuals and sounds over low-latency connections to remote driving stations.
Notably, Vay collaborates with automotive manufacturers, logistics firms, and municipal transit agencies to expand the reach of remote controlled driverless mobility.
The investment by Grab (GRAB), which is subject to regulatory approval and other customary closing conditions, is expected to close in the fourth quarter of 2025. Upon closing, Grab (GRAB) will hold a minority equity interest in Vay.
The investment is also expected to support Vay’s expansion in the U.S., where the company serves a growing segment of consumers who prefer not to be car owners and are looking for more flexible, affordable mobility options.
Link to Seeking Alpha News Article - Nov. 10, 2025
$BMNR #ETH
BitMine immersion reports $13.2B in crypto and cash holdings, 3.5M in ETH tokens
BitMine Immersion Technologies (BMNR) said on Monday its combined cryptocurrency, cash and investment holdings total $13.2 billion, including 3.5 million ether (ETH) tokens valued at $3,639 each, 192 bitcoin, $61 million in “moonshot” investments, and $398 million in cash.
The company said its ETH holdings represent about 2.9% of the total token supply, with a goal of reaching 5%.
Link to Seeking Alpha News Article - Nov. 10, 2025
$AAPL
Apple plans new features for iPhone satellite services: report
Apple (AAPL) plans to add new features and capabilities to its satellite services, such as satellite-powered maps and connectivity for third-party apps, according to Bloomberg.
The Cupertino company’s satellite services currently offer some features for the iPhone 14 and onward and the new Apple Watch Ultra 3. These features include Emergency SOS via satellite, text messaging, location sharing, and roadside services for stranded drivers.
Apple is also developing new satellite features. These include a framework that would allow developers to add satellite connections to their apps, powering Apple Maps with satellite connectivity, allowing more messaging options, usage of the satellite system while indoors, and 5G Non-Terrestrial Network capabilities. 5G NTN is expected in next year’s iPhone series.
Link to Seeking Alpha News Article - Nov. 10, 2025
$RGTI
Rigetti Computing Non-GAAP EPS of -$0.03 beats by $0.01, revenue of $1.95M misses by $0.22M
CEO Subodh Kulkarni reported strong momentum in demand for on-premises quantum computers and highlighted expanding collaborations to advance research and the quantum ecosystem. He stated, “On the technology front, we remain on track to deliver our 100-plus qubit chiplet-based quantum system with an anticipated 99.5% median 2-qubit gate fidelity by the end of 2025.” Kulkarni also announced a road map update: “We expect to deploy a 150-plus qubit system by or around the end of 2026, with an anticipated 99.7% median 2-qubit gate fidelity. And by or around the end of 2027, we expect to deploy a 1,000-plus qubit system with an anticipated 99.8% median 2-qubit gate fidelity.”
The company disclosed purchase orders totaling approximately $5.7 million for two 9-qubit Novera quantum computing systems and a new $5.8 million, three-year contract from the Air Force Research Laboratory (AFRL) to advance superconducting quantum networking.
Rigetti is supporting NVIDIA’s NVQLink, aiming for integration between quantum hardware and AI supercomputing, and plans to open an Italian subsidiary to accelerate business opportunities and talent acquisition in Italy.
David Williams, The Benchmark Company: Asked about the DARPA Phase B selection and the timeline for advancement. Kulkarni responded that Rigetti received constructive feedback focused on error correction and long-range coupling, stating, “We are incorporating that input. We will continue to talk to DARPA. We are still very much part of Phase A and we’ll continue to work with DARPA closely.”
Link to Seeking Alpha News Article - Nov. 10, 2025
Link to Seeking Alpha News Article - Nov. 11, 2025
$RKLB
Rocket Lab USA GAAP EPS of -$0.03 beats by $0.07, revenue of $155.08M beats by $3.36M
Revenue was up 48% year-over-year to $155.1 million to set a quarterly record. During the quarter, the company secured 17X Electron launch contracts. Rocket Lab (RKLB) said it is also set to surpass its previous annual launch record in the fourth quarter.
Looking ahead, Rocket Lab (RKLB) guided for Q4 revenue of between $170 million and $180 million (midpoint $175 million) vs. $171 million consensus and an adjusted EBITDA loss of $23 million and $29 million.
Link to Seeking Alpha News Article - Nov. 10, 2025
Link to Seeking Alpha News Article - Nov. 10, 2025
$NRGV
Energy Vault projects $40M recurring EBITDA from Asset Vault Fund 1 as platform launches
Robert Piconi, Co-Founder, Chairman & CEO, emphasized that “our third quarter of 2025 was one of the most pivotal in Energy Vault’s history.” He highlighted the formal launch of the Asset Vault platform, the first operation of two projects in Texas and California with their revenue included in Q3 results for the first time, and two consecutive project financings closed in the last six months.
Piconi stated that the company announced the close of a $300 million preferred equity transaction with Orion Infrastructure, which is part of a broader $1.1 billion capital deployment strategy. “
He further mentioned the addition of the Stoney Creek site in Australia and projected that with four projects either operating or in construction, they will deliver over $40 million in recurring annual EBITDA within the next 12 to 24 months.
Piconi explained, “contract backlog remains near $1 billion for us to execute upon in the years to come, which has more than doubled this year and about 4x what it was from this time last year in 2024.”
Michael Beer, CFO & Head of Corporate Services also stated that “Q3 ‘25 GAAP gross profit of $9 million improved nearly 18x versus the prior year, driven by increased revenue and favorable business mix, resulting in a Q3 2025 gross margin of 27% and 32.6% year-to-date.”
Link to Seeking Alpha News Article - Nov. 10, 2025
#OpenAI #Anthropic
Anthropic said to be on track to turn a profit much faster than OpenAI
Anthropic (ANTHRO), which has a growing number of business users because of the capabilities of its Claude chatbot in coding and other arenas, expects to break even for the first time in 2028, the documents show.
Anthropic (ANTHRO) is said to have raised its growth forecasts by about 13% to 28% over the next three years and expects to generate up to $70B in revenue in 2028, up from around $5B this year, according to a report by The Information last week.
By contrast, OpenAI forecasts its operating losses that year to swell to about $74 billion—or roughly three-fourths of revenue, owing to increasing spending on computing costs. The ChatGPT-maker also expects to burn through approximately 14 times as much cash as Anthropic before turning a profit in 2030, as per the WSJ report.
Link to Seeking Alpha News Article - Nov. 11, 2025
$BETA
[Newsletter Exclusive] General Electric reports 9.2% stake in Beta Technologies
General Electric (GE) has disclosed a 9.2% ownership stake in Beta Technologies (BETA), according to a recent regulatory filing.
GE Aerospace purchased 1,470,589 Class A shares in the IPO for a total approximate price of $50 million.
General Electric (GE) Aerospace and Beta Technologies are co-developing a hybrid electric aircraft, with GE Aerospace investing $300 million into Beta Technologies, the companies said earlier this year, reflecting its growing interest in the advanced aviation and electric mobility sectors.
Link to Seeking Alpha News Article - Nov. 11, 2025
$POET $QUBT
[Newsletter Exclusive] POET, Quantum Computing team up on 3.2 Tbps optical engines for next-gen AI networks
POET Technologies (POET) and Quantum Computing (QUBT) on Tuesday announced a strategic collaboration to develop 400G/Lane thin-film lithium niobate (TFLN) modulator-based 3.2Tbps engines that will be designed to lead the next era of computing.
QCi will leverage its expertise with TFLN to integrate the high-performance 400G/Lane modulators with the POET Optical Interposer platform technology.
When complete, the engine will provide data-transfer speeds at 3.2Tbps and beyond, meeting the massive demand of AI systems, networks, and data center hyperscalers.
Link to Seeking Alpha News Article - Nov. 11, 2025
$OKLO
Oklo gets DOE approval for nuclear safety design of Aurora Fuel facility
Oklo (OKLO) Tuesday said that the U.S. Department of Energy (DOE) Idaho Operations Office has approved the Nuclear Safety Design Agreement (NSDA) for the Aurora Fuel Fabrication Facility (A3F).
The NSDA, the first under the DOE’s Fuel Line Pilot Projects, was approved in just under two weeks and helps demonstrate a new authorization pathway that has the potential to unlock U.S. industrial capacity.
Located at Idaho National Laboratory, the A3F will fabricate fuel for Oklo’s first commercial-scale powerhouse, the Aurora-INL, which was selected for the DOE’s Reactor Pilot Program.
Oklo (OKLO) was granted access to fuel material through a competitive DOE process launched in 2019. In 2019, the company received both a site-use permit at INL and access to fuel recovered from the historic Experimental Breeder Reactor-II (EBR-II).
Link to Seeking Alpha News Article - Nov. 11, 2025
$TTE $GOOGL $GOOG
TotalEnergies to supply renewable power for Google data centers in Ohio
TotalEnergies (TTE) signed a 15-year renewable power deal with Google to supply renewable electricity to Google’s (GOOG) data centers in Ohio.
The deal involves TotalEnergies supplying 1.5 terawatt-hours ((TWh)) of certified renewable electricity from TTE’s Montpelier solar farm in Ohio, which is soon to be operational and connected to the PJM grid.
Link to Seeking Alpha News Article - Nov. 12, 2025
$JPM $COIN
JPMorgan launches deposit token on Coinbase-affiliated public blockchain
JPMorgan Chase (JPM) has begun rolling out a new deposit token, called JPM Coin, to its institutional clients, Bloomberg reported.
A deposit token is a digital payment instrument issued by a bank, representing funds that have been deposited by a customer. It can operate on both public and private blockchain networks, allowing transfers between the bank’s direct clients and, eventually, their own eligible customers.
JPM Coin (ticker: JPMD) represents dollar deposits held at JPMorgan and enables users to send and receive money through Base, a public blockchain affiliated with Coinbase Global (COIN), said Naveen Mallela, global co-head of the bank’s blockchain unit, Kinexys. The system allows for near-instant, 24/7 payments, a major upgrade from traditional transfers that take days and only process during banking hours.
After a trial involving Mastercard, Coinbase, and B2C2, JPMorgan plans to expand JPM Coin’s use to clients of its clients and to other currencies, pending regulatory approval. The bank has also trademarked the ticker JPME for a potential euro-denominated version.
Deposit tokens differ from stablecoins, which are pegged to fiat currencies, and backed one-to-one by assets like government bonds or other liquid assets. While stablecoin issuers earn yields on the reserve assets backing their tokens, those returns are not typically passed on to the holders. In contrast, deposit tokens can pay interest on the underlying bank deposits, making them appealing to large holders—such as crypto trading firms—that use stablecoins to move funds and post collateral.
JPM Coin will be accepted as collateral on Coinbase, Mallela said.
“We think stablecoins get a lot of buzz, but for institutional clients, deposit-based products offer a compelling alternative,” Mallela said. “These can be yield-bearing.”
Other global banks, including BNY Mellon and HSBC, are also developing or piloting deposit token systems.
Link to Seeking Alpha News Article - Nov. 12, 2025
$IBM
IBM unveils new quantum processor, expects to offer fault-tolerant computing by 2029
IBM (IBM) announced on Wednesday that it is on a path to deliver quantum advantage by the end of next year, and fault-tolerant quantum computing by 2029.
In addition, the Armonk, N.Y.-based company showed off a new quantum processor, Quantum Nighthawk. Nighthawk is capable of delivering 30% more complex circuits, and is expected to come to users by the end of the year, IBM said. It offers 120 qubits linked together with 218 next-generation tunable couplers, an increase of more than 20% when compared to IBM Quantum Heron.
Other unveilings include new quantum software, that has a 24% increase in the accuracy of circuits, while also cutting the cost of extracting by more than 100 times; a new IBM Quantum Loon processor and more efficient quantum error correction.
IBM also said it will be shifting to a 300mm wafer fab facility to double the quantum development speed and boost the complexity of the processors by 10 times.
Link to Seeking Alpha News Article - Nov. 12, 2025
$NXT
Nextracker rebrands as Nextpower, expands into full energy technology platform
Nextracker (NXT) has rebranded to Nextpower to reflect its evolution into a global energy technology provider.
The company is expanding from solar tracking into fully integrated structural, electrical, and digital solutions.
Nextpower will offer a connected ecosystem covering the entire lifecycle of utility-scale power plants.
It announced a new line of utility-scale power conversion systems, with first shipments planned for 2026.
Link to Seeking Alpha News Article - Nov. 12, 2025
$GOOGL $GOOG
Waymo’s freeway robotaxis
Alphabet’s (GOOG) (GOOGL) Waymo said its robotaxis will now be driving on freeways in Phoenix, San Francisco Bay Area, and Los Angeles.
“We’re offering freeway access to a growing number of public riders and will introduce the service to more over time, including as we expand freeway capabilities to Austin, Atlanta, and beyond,” Waymo said in a statement posted on its blog.
Link to Seeking Alpha News Article - Nov. 12, 2025
$MSOS #GTBIF
Many hemp-derived THC products face U.S. ban as Trump signs spending bill
Trump signed the funding package late Wednesday after the House passed it by 222 votes to 209 earlier in the day, paving the way for the reopening of the federal government following a 43-day shutdown, the longest in U.S. history.
However, the Senate cleared the package on Monday with a last-minute provision to recriminalize many hemp-derived products from late 2026, reversing their legalization under the 2018 Farm Bill.
The spending package “prevents the unregulated sale of intoxicating hemp-based or hemp-derived products, including Delta-8, from being sold online, in gas stations, and corner stores, while preserving non-intoxicating CBD and industrial hemp products,” according to a document provided by the Senate Appropriations Committee.
Signed during Trump’s first term in office, the 2018 Farm Bill legalized products containing less than 0.3% delta-9 THC, the main psychoactive compound in the cannabis plant.
Following its enactment, “the cannabis industry began producing certain cannabis products that contain less than 0.3% delta-9 THC but a total THC concentration that exceeds 0.3%,” according to a 2025 Congressional summary of the bill. “Some of these products may be intoxicating to the user.”
Link to Seeking Alpha News Article - Nov. 13, 2025
$FLY
Firefly Aerospace soars after earnings; Deutsche Bank sees even more upside ahead
Firefly expects 2025 full-year revenue to be between $150 million and $158 million, compared to estimates of $135.48 million.
Third-quarter revenue, meanwhile, increased 98% from the previous quarter and increased 38% from the prior year quarter.
Deutsche Bank analyst Edison Yu noted that with the Alpha first stage engine issue remedied, investors now have better visibility into Flight #7, which is expected to launch either later this year or in early 2026. “This will be a clear catalyst for the stock and can change the narrative around Firefly quickly,” he added. Yu also pointed out that Firefly (FLY) management is pursuing multiple opportunities related to Golden Dome by leveraging the capabilities of recently acquired SciTec.
Yu and his team see no issues with valuation and set a price target of $30 price target.
Link to Seeking Alpha News Article - Nov. 13, 2025
Link to Seeking Alpha News Article - Nov. 13, 2025
$HOOD
Robinhood partners with Gopuff for new cash-delivery service - report
Robinhood Markets (HOOD) is teaming up with delivery startup Gopuff to let customers withdraw cash from their brokerage accounts and have it delivered to their doorstep, according to a media report on Thursday.
The delivery fee on the new service stands at $6.99, the Wall Street Journal, and it’s $2.99 for those with over $100K in assets across their Robinhood (HOOD) accounts.
Robinhood Money vice president and general manager Deepak Rao said the cash-delivery option could remove one of the key motivations people have for visiting branches or ATMs, even against a backdrop of a digital-first age. “Everything gets delivered to their house from burritos to medicine,” Rao told the WSJ. “Why not cash? Now imagine any reason you could ever think of for going to the bank.”
The rollout has already started in New York, with San Francisco, Philadelphia, Washington and several other major cities set to follow in the coming months, the newspaper said. To use the service, customers need to be enrolled in the $5-a-month Robinhood Gold subscription and have at least $1,000 in monthly direct deposits set up in their Robinhood bank accounts.
Link to Seeking Alpha News Article - Nov. 13, 2025
$MU
Micron receives ‘Top Pick’ designation from Morgan Stanley due to DRAM price surge
Micron Technology (MU) was named a “Top Pick” by Morgan Stanley due in part to the rising prices for dynamic random access memory, or DRAM.
“Since we upgraded MU to OW a little over a month ago, DDR5 spot pricing has tripled and in a historic sense, to find this kind of move in DRAM pricing you’d likely to have to go back to the cycles of the 1990s,” said Morgan Stanley analysts, led by Joseph Moore, in a Thursday investor note.
The financial firm dramatically increased its price target on the stock to a Street high of $325 from $220 and reiterated its Overweight rating.
“So while in terms of the severity of shortage (according to our buyer contacts) it feels most reminiscent of 2018, MU began that cycle with earnings at about breakeven vs today where earnings are already at record levels,” Moore added. “We believe that’s going to move us firmly into uncharted territory from an earnings standpoint, and we think the stock has yet to fully price in the upside that’s coming.”
Morgan Stanley expects DRAM prices to be up 15% to 20% during the first and second quarters of 2026, with some transactions spiking as high as 50%.
“We think what’s holding investors back is the view that this strength in pricing won’t last,” Moores noted. “Which is usually the case in a typical DRAM cycle, but what’s happening today is a case of demand growth that’s dramatically higher than supply will be for some time. We heard from the semicap suppliers during earnings, and from Samsung (OTCPK:SSNLF)/Hynix as well, that DRAM capacity expansion is happening quickly with entire fab schedules accelerated.”
Link to Seeking Alpha News Article - Nov. 13, 2025
$HIMS
Hims & Hers launches Labs for preventative care
Hims & Hers Health (HIMS) on Thursday announced the launch of Labs, a product focused on improving patients’ preventive care using insights gained from blood tests in areas such as cardiovascular health and metabolism.
The product will be available in two plans, Base and Advanced, which offer one or yearly blood draws to run 50 or more than 120 biomarker tests across 10 key categories, respectively, the telehealth platform said.
Personalized treatment plans, if recommended by a healthcare provider, and doctor-developed action plans, which guide patients with lifestyle changes, are also available with Base and Advanced priced at $199 and $499 per year, respectively.
The company said it will broaden services offered by Labs, with plans to introduce at-home testing devices and additional biomarker tests related to areas such as bone and brain health over time.
Link to Seeking Alpha News Article - Nov. 13, 2025
$JOBY $LHX
Joby Aviation, L3Harris Technologies complete test flight of hybrid VTOL aircraft
Joby’s (JOBY) hybrid aircraft platform allows for longer ranges, more vertical maneuverability, with autonomous operation, paving the way for more defense applications and commercial uses.
The test flight comes just three months after Joby (JOBY) and L3Harris (LHX) announced their partnership to develop a hybrid vertical take-off and landing (VTOL) aircraft, putting the aircraft on target for begin flying government mission demonstrations next year.
L3Harris (LHX) plans to equip Joby’s (JOBY) commercial hybrid aircraft to address defense applications, such as contested logistics, “loyal wingman” operations, and low-altitude support. The collaboration draws on the U.S. government’s $9 billion FY26 budget allocation for the development of resilient, autonomous, and hybrid aircraft.
Link to Seeking Alpha News Article - Nov. 13, 2025
YouTube:
$AI
[The Real Eisman Playbook | The Weekly Wrap] The Shutdown Ends, Burry’s New AI Warning & Disney Stumbles
On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry’s warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle, and more.
Link to Full Video (16:51 Minute) - Nov. 15, 2025
Charts & Technicals:
$NOW
Sea in charts: Revenue from digital entertainment +31% Y/Y, E-commerce +35% in Q3
Link to Seeking Alpha News Article - Nov. 11, 2025
Disclosure: We own positions in some/all of the tickers mentioned in this article.
