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Wall St Engine @wallstengine

ANDURIL & QUALCOMM ARE TEAMING UP TO BUILD 🇺🇸AMERICAN-MADE LAPTOPS The two companies are launching BlueChip, a new venture focused on rugged, waterproof laptops for the U.S. military, government agencies, police, and first responders, per WSJ. The laptops will be assembled at Anduril's Arsenal-1 facility in Ohio, powered by Qualcomm's Snapdragon X chips manufactured by TSMC in Arizona. Anduril founder Palmer Luckey says roughly 90% of the planned components already come from the U.S. and allied countries, with the goal of eventually making the entire laptop in America, including its display and other components currently sourced overseas. The focus is on building secure computers with fully traceable supply chains, reducing dependence on foreign manufacturing for national-security applications. Pricing hasn't been announced, but Luckey estimates the laptops will cost around 20% more than typical high-end PCs, with the first models expected in 2027.

Liquid AI @liquidai

Introducing 𝙻𝙵𝙼𝟹: our new generation of Liquid Foundation Models. With a new tri-hybrid architecture and new multimodal encoders, the LFM3 family is the ideal model suite for specialized intelligence. > 6 model instances, across text, audio, vision, and omni modalities, generative and decision models. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱: text, 256k context window. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱: vision-language model with video-input support for spatial understanding > 𝙻𝙵𝙼𝟹-𝙰𝚞𝚍𝚒𝚘-𝟸𝙱: tool calls, voice chat, reasoning in 18 languages. > 𝙻𝙵𝙼𝟹-𝙾𝚖𝚗𝚒-𝟸𝙱: an omni model combines vision, audio, and language. > 𝚍𝟷-𝟸𝙱 and 𝚍𝟷-𝙾𝚖𝚗𝚒-𝟸𝙱: decision models with typed outputs and calibrated probabilities in a single pass. Omni adds audio input. > fine-tune on 1 GPU. > a new tri-hybrid architecture > architecture optimized for 14 processor classes across GPUs, CPUs, and NPUs. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱 is a beast. It performs competitively with Gemma 4 12B (6x larger), and Gemini 3.5 Flash Lite, and GPT-5.6 Luna, with 1.9B parameters. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱 is #1 on the Pareto frontier of device intelligence 𝚙𝚒𝚙𝚎𝚝𝚝𝚎.𝚕𝚒𝚚𝚞𝚒𝚍.𝚊𝚒 Every modality for specialized intelligence. Pick the one that fits your use case, customize it, and run it on-device. 1/ 🧵

General Compute @general_compute

🚨 Big news today: We’ve raised $100M for our Series A! 🎉 🚀 We believe demand for fast inference is many times larger than demand for slow inference, and it’s about to go exponential. Thanks to our co-leads @BlackbirdVC and @Abstractvc. Two visionary partners join our journey 🎉 🚀

Vest @VestExchange

Into the open, $AVGO is up around 3%, with a $63B deal announced yesterday to fund Broadcom chips leased to Anthropic. Bank of America, Citi and Morgan Stanley are arranging the first lien and Blackstone the second, via a new vehicle that buys the hardware. Broadcom provides residual value support equal to the first lien, with deliveries starting in 2027 and $AVGO adding to a 2.3% gain in the prior session.

Alpha @TradeAlpha

JUST IN: Boeing $BA crashes over 10% as earnings report a $0.34 per share loss Its order backlog hits a record $745,000,000,000.00, about 5 times Boeing's entire market cap.

Tarek Mansour @mansourtarek_

S&P Dow Jones Indices and Kalshi are joining forces to build the next generation of financial markets. The Dow launched in 1896. The S&P 500 in 1957. The idea was simple: bring individual stocks together into a single benchmark, giving people a clearer view of the broader market. Over time, products built around those benchmarks transformed investing. Index funds, ETFs, futures, and options gave investors ways to gain diversified market exposure and hedge broad market swings. These indices became foundations of global finance. More than $20 trillion is indexed or benchmarked to the S&P 500 alone. Today, this structure extends beyond stocks to bonds, commodities, currencies, and more. The next step is to bring that structure to the events that shape everyone’s lives. Through this partnership, S&P Dow Jones Indices and Kalshi will work together to create indices composed of Kalshi event contracts. Think about what that opens up. An index of political power. An index of supply chain risk. An index tracking AI’s impact on employment. An index of sports outcomes that affect broadcasters, advertisers, cities, and small businesses. An index of weather risks that shape harvests, energy demand, and business revenues. Each would bundle event contracts into a single indicator, helping people understand how related risks are evolving. Over time, products built around these indices could offer diversified exposure to those events and new ways to hedge their impact. The events that shape our lives could become as easy to track and gain exposure to as the S&P 500.

Axiom @axiommathai

The largest math proof in human history is now computer-verified. Today, Axiom announces a complete Lean auto-formalization of the Classification of Finite Simple Groups, the "periodic table of symmetry." About 15,000 pages, built by over 100 mathematicians across generations.

Wall St Engine @wallstengine

$SOFI TECHNOLOGIES Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.4B (Est. $1.25B) 🟢; +44% YoY 🔹 Adj. EPS: $0.18 (Est. $0.16) 🟢; +64% YoY 🔹 Adjusted EBITDA: $469.8M; +70% YoY 🔹 Members: 17.1M; +35% YoY FY26 Guide: 🔹 Adj. Revenue: ~$5.04B (Est. $4.87B) 🟢 🔹 Adjusted EPS: ~$0.61 (Est. $0.59) 🟢 🔹 Adjusted EBITDA: ~$1.66B 🔹 Adjusted Net Income: ~$840M 🔹 Member Growth: At least +30% YoY FY27 Guide: 🔹 Adj. Revenue: ~$6.4B (Est. $6B) 🟢 🔹 Adjusted EPS: ~$0.90 (Est. $0.82) 🟢 🔹 Adjusted EBITDA: ~$2.24B 🔹 Adjusted Net Income: ~$1.28B Segment Net Revenue: 🔹 Lending: $821.3M; +66% YoY 🔹 Financial Services: $525.1M; +25% YoY 🔹 Technology Platform: $87.4M; -24% YoY Other Q3 Metrics: 🔹 Total Products: 26.7M; +44% YoY 🔹 Fee-Based Revenue: $570.6M 🔹 Net Interest Margin: 6.14% 🔹 Total Deposits: $51.3B Comments: 🔸 “We are adding more members, who are using more products, and generating more revenue per product to create the most value for our shareholders over the long run.” 🔸 “Our conviction in the opportunity ahead has never been greater.”