AMZN

Blue Origin’s New Glenn launchpad, severely damaged by last week’s rocket explosion during a hot-fire test at Cape Canaveral, may not be fully restored until 2028, NASA Administrator Jared Isaacman told CNBC. NASA and Blue Origin are conducting a root-cause investigation while working on plans to rebuild the facility. The incident is a significant setback because Blue Origin currently operates only one New Glenn launchpad. The rocket is a key part of NASA’s Artemis program, with plans to launch the uncrewed Blue Moon MK1 lunar lander later this year. Isaacman suggested that, in the near term, NASA may need to rely more heavily on SpaceX’s Falcon Heavy for major payload missions. The explosion could also disrupt launch schedules for commercial customers, including Amazon’s Project Kuiper satellite constellation, which faces FCC deployment deadlines, and AST SpaceMobile, which depends on Blue Origin for future launches. $AMZN $ASTS $SPCX

$SPY $QQQ $GOOGL $META $AMZN After Google's share dilution, I strongly suspect that they ran the markets up so that they could dilute more BIG Tech shares and flood the supply of new shares into the market at All Time Highs. It would have been impossible for the market to reasonably absorb all this extra supply of billions of shares if it was down.

@SlovedJBandMe I get that feeling — sideways action tests patience more than volatility sometimes. Looking back, a lot of big winners went through “dead money” phases. The hardest part usually isn’t buying, it’s holding through doubt. For me, it still comes back to whether the business keeps expanding — and $AMZN arguably has more growth engines now than a few years ago.

On CNBC, NVIDIA CEO Jensen Huang said that investing in SpaceX, Anthropic, and OpenAI could be similar to buying $AMZN, $GOOGL, or $META in their early stages.The long-term growth potential of leading AI companies remains a major market focus.

@deftdrummer Haha, the market has a funny way of validating ideas. Sometimes what sounds “overthinking” today just ends up being early. $AMZN hasn’t been just an e-commerce story for a long time.

$AMZN $GOOGL $META $MSFT $SPY What NONSENSE are you SPEWING. This is Google's first external, public, and institutional dilution. THE FIRST.

@i7up2001 Good point. A lot of people still don’t include Project Kuiper in the long-term $AMZN story. LEO satellites + cloud + AI infrastructure could become a much bigger opportunity if Amazon eventually builds global connectivity at scale.

$AMZN $GOOGL $META $MSFT imagine now knowing that every company on earth does this. It’s CHEAPER FOR THEM TO DO THIS THAN USE THEIR OWN CASH ITS FREE MONEY TELL US UR NEW WITHOUT TELLING US UR NEW. SO I guess u think all the data center plays likE $NBIS ARE DEAD CUZ THEY DILUTE AND DONT EVEN MAKE PROFITS LIKE GOOGLE

$AMZN

$AMZN $GOOGL $META $MSFT Dude, Google just diluted their stock to RAISE CASH! That means they are short of cash. Use some common sense, Free Cash Flow is king and right they are pissing it all away on some AI dream that is not making ANY MONEY. GET THAT - NO ROI From that AI.