New Horizon Aircraft $HOVR: A Small-Cap Aerospace Story Targeting a Massive VTOL Opportunity Morgan Stanley projected the vertical takeoff and landing aircraft market could reach $1T by 2040, and @HorizonAircraft is building for that future with a differentiated hybrid-electric VTOL platform. $HOVR is not just targeting air taxis. Its Cavorite X7 is designed for mission-critical markets including defense, medevac, disaster response, organ transport, and regional mobility, where speed, range, payload, and cost efficiency matter. Watch our 30-second investor brief on New Horizon Aircraft: $HOVR $JOBY $ACHR $EH $EVEX $EVTL $LILM $SRFM

Africa holds 60% of the world's best solar potential & receives only 2% of global clean energy investment. With the right finance, the continent could generate 10 times more electricity than it needs by 2040 – entirely from renewables. Africa must be at the centre of climate justice.

There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it. Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use. 2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number. We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against. The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then. We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods. This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040. The horizontal axis is the steepness of the orbital data center demand S-curve. The vertical axis is the rate at which chip compute efficiency becomes cheaper. Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time. Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday. We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share. SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space. It deserves doing the work as an investor. because this in not financial advice. The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel. Understand the world of outcomes and take your position accordingly. Comparables and P/E won't take you far enough.

Enlivex $ENLV: Allocetra Phase 2b U.S. Enrollment Opens; Addressing 78 Million Patient Opportunity With No Competing Disease-Modifying Therapies Knee osteoarthritis is one of the most prevalent disabling conditions in the world, and it remains entirely without an approved disease-modifying treatment. Enlivex is now enrolling patients in the United States as part of its global Phase 2b trial of Allocetra™, an allogeneic, off-the-shelf cell therapy engineered to reprogram macrophages back toward their homeostatic state. The rationale for Allocetra™ is grounded in the current scientific understanding that disrupted macrophage function drives the chronic inflammation that underpins osteoarthritis progression — a mechanism distinct from everything currently in the standard-of-care toolkit. Key Investor Takeaways: • Unmet Need is Structural: 32 million Americans affected today, 78 million projected by 2040, and currently pain relief and surgery are the only tools available. • Six-Month Efficacy Data on the Horizon: Primary endpoints measure pain and physical function changes from baseline at three and six months post-treatment. • Clinical Momentum is Real: Positive Phase 1 & Phase 2a results in the same patient population • Platform Applicability: Positive Phase 2b data would support Allocetra's macrophage modulation potential across a broader range of inflammatory and autoimmune conditions. Read the full announcement: $ENLV $RAIN $MSTR $MARA $TSLA $SMLR $COIN $FORD $HIVE $EXOD $JNJ $ABBV $MRK

Copper is ripping. Chamath told you it would. From All-In’s 2026 Prediction Show (Published Jan. 9th): “I will pick copper (as the biggest business winner of 2026). We are still completely underestimating how short we are, in terms of the global demand supply dynamics of a handful of critical elements that we need, again, in the Trump Doctrine view of the world, that is no longer as multilateral as it was, and we need to have unilateral national security. And if you look through that lens, the asset that is set up to go absolutely parabolic is copper. And the reason is that it is, at least as it stands today, the most useful, cheap, amenable, conductive material that we have. That material manifests in everything from our datacenters, to our chips, to our weapons systems, it's just everywhere. And right now, we are on a path, by 2040, where we will be short about 70% of the global supply at current course and speed. So I will pick copper.”

BWENEWS AI (No Accuracy Guaranteed): Aster_DEX initiates automated $ASTER buybacks using 20-40% of daily platform fees from a Strategic Buyback Reserve, with initial repurchases visible on-chain | source: Twitter AI自动识别发布(不保证准确性): Aster_DEX 启动 $ASTER 自动回购，利用战略回购储备中每日平台费用的 20-40% 进行，首次回购可在链上查看 | 来源：Twitter $ASTER MarketCap: $1633M (Auto match could be wrong, 自动匹配可能不准确)

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