The Hollywood Reporter selected tripleS moon "Cameo Love" as one of The 40 Best K-pop Songs of 2025 🔗 #tripleS# #트리플에스# #トリプルS# #トリプルエス# #トエス#

tripleS Event Gravity Performance - moon Current rankings as of 01.16 21:00 KST 📅 2026.01.16 11:00 ~ 2026.01.17 09:00 KST Gravity is live! Vote on ! 🔗  #tripleS# #트리플에스# #トリプルS# #トリプルエス# #トエス# #MySecretNewZone#

tripleS Event Gravity <My Secret New Zone> Performance - moon 🏅Final Result White Soul Sneakers #tripleS# #트리플에스# #トリプルS# #トリプルエス# #トエス# #MySecretNewZone#

Amazon internally projected Alexa+ cloud computing costs to reach around $1.7 billion in 2026, nearly triple the previous year's figure. To reduce costs, $AMZN was working to rely less on Anthropic's AI models and route more requests to its own cheaper systems. The company also considered delaying or scaling back Moonraker, its advanced AI agent project, which was projected to require over $100 million in GPU spending this year. Source: Business Insider reporting

FOLFOXIRI + cetuximab may not be as crazy as it sounds. But it is every bit as toxic as you'd expect. 🚽 For anyone wondering what might happen if we combined ALL THE THINGS in MSS mCRC, we have the randomized phase II DEEPER: 359 patients with 1L RAS WT mCRC mFOLFOXIRI + cetuximab vs mFOLFOXIRI + bevacizumab Overall: no PFS or OS benefit. Cetuximab with deeper responses: 57.3% vs 46.0%. And in the exploratory left-sided, RAS/BRAF WT subgroup (bear in mind ~30% didn't have known BRAF status): ▪️PFS: 14.8 vs 11.9 months, HR 0.71 ▪️OS: 50.2 vs 40.2 months, HR 0.74 Patients with extrahepatic disease seemed to do better and the effect washed out with liver limited disease: OS 50.2 vs 38.6 months, HR 0.60 Great? But the downside; TRIPLETE already showed us that adding irinotecan to FOLFOX + panitumumab didn't help. What it did do is cause Grade ≥3 diarrhea > 20%. 🚽🚽🚽 So no, triplet + anti-EGFR is not a new standard. But potentially it keys in on some interesting disease biology. And perhaps, once in a blue moon, if someone is feeling exceptionally aggressive with a grossly metastatic, YOUNG, left-sided RAS/BRAF WT patient? Well, maybe... @TheGutOncLab @OncoAlert @Onco_Nexus

🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto lower ahead of CPI, STONK hits ATH, ETH leads majors Crypto * BTC: 77,790 (0%) | BTC.D: 59.0% (0%) * ETH: 2,500 (+1%) | BNB: 721 (+1%) | SOL: 101 (0%) * Fear & Greed: 57 | 24h Liq: $446m * BTC ETFs: -$283M | ETH ETFs: -$30M * Top Gainers: NIU LAI, STONK, RAY, PONS, NEAR * Crypto mixed, ETH leads BTC ETF outflows continue * BTC faces resistance at $83-85K: Glassnode * $72-73K is BTC's key support: CryptoQuant * BTC rally cools but golden cross nears * $400K BTC in 4 yrs still 'reasonable’: Coinbase * ETH’s Glamsterdam set for Sepolia on Oct 6 * Vitalik plan cuts quantum-safe privacy costs * X adds support for Robinhood Chain tickers * Robinhood Chain DEX liquidity tops $100M * Robinhood lists small memes incl. JUGGERNAUT * Pumpfun app removed from US iOS App Store * STONK bounces 2x to ATH as revenues surges * Solana sees ATH 263K tokens issued in one day * CLARITY Act adds DeFi rules ahead of vote * New text has 100+ Democrat changes: Lummis * Crypto market concentration at 2021 levels * Nasdaq invests $100M in Kraken parent at $21B * SBF asks SC to overturn conviction * Base App rebrands back to Coinbase Wallet * MoneyGram debuts stablecoin Visa card * Kalshi plans 24/7 Tesla, Apple, Nvidia perps * OKX intros 10x OpenAI, Anthropic perps in EU * Tokenised deposits = bank deposits: Canada’s OSFI * Danish central bank warns on stablecoin risks * India launches digital INR settlement for bonds * Aryadotag puts $2B India grain network on Aave * UK crypto strategy wins House of Lords backing * Russia to require tax IDs for crypto accounts * Nasdaq urges EU to scrap €100B tokenization cap Macro * NASDAQ: $26,080 (-0.7%) | Gold: $4,340 (+0.7%) * Oil continues march higher as Brent tops $111 * US diesel tops $6/gal for first time ever * US 10yr yield nears 5%, 30yr yield hits 5.38% * Traders fully price Fed hike by Oct after hot PPI * TLT collapses to lowest since 2004 * US-China 10Y yield gap hits record 324bps * $9.6T triple witching options expiry on Sep 18 * Gas to fall below $2/gal after midterms: Trump * WH brands $5K payments 'Trump Dividend' * US to sanction large bank Monday: Bessent * Iran attacks ships in Hormuz * Oil tanker rates hit ATHs on Mideast risk * Trump wont go 'full into Iran' due to midterms * Trump declines MBS request to strike Houthis * Houthis take Hisn Murad at Bab al-Mandeb * Qatar in talks to buy US LNG * Israel blows up Hezbollah tunnel network * Canada, Ukraine sign 100yr defence, trade deal * Ukraine drones hit Saratov refinery * ECB hikes rates by 25bps to 2.50% * Traders price 3 more ECB hikes by mid-2027 * China’s gold buys in Aug highest since 2023 * France seizes $260M cocaine at Dunkirk AI & Tech * Oracle rallies after market on earnings beat * OpenAI pauses new pro subs on Astra demand * OpenAI launches new ChatGPT for finance * OpenAI weighs slowing frontier AI work * 70% extinction risk in 3 yrs: OpenAI researcher * Let OpenAI into the energy grid: Altman * Iran used Claude to surveil thousands: Anthropic * Chinese labs trained on millions of Claude chats * China used Claude for PLA weapons work * Coxon's AI doom claims 'deeply untrue’: Jensen * AI doomers 'having AI psychosis’: Sacks * Rather American killer robots than Chinese: Cruz * DeepSeek nears GPT-6 Astra design at 1.4% cost * Nvidia could grow 70% next year: Jensen * DOJ probes Nvidia's Groq licensing deal * Palantir, Nvidia partner on AI for supply chains * SpaceX overhauls data centre build-out * First orbital computing sats next year: SpaceX * Microsoft aims to triple cloud capacity by 2032 * Universal Music, ElevenLabs launch AI platform * The Boring Company raises $3B in UAE-led round * Texas approves electric air taxi test flights * LG TVs caught scanning home networks * NASA eyes 2028 Moon return, IBM AI to help * Bending Spoons buys Miro for $1.36B @YEET: Crypto's Casino Just passed $3.4B in lifetime volume! gm

Grok Bot summary of SpaceX CFO Bret Johnsen’s new interview with Tony Kim at SpaceX Mission Control. Bret’s path - Came from semiconductors (Qualcomm, Broadcom; was CFO of MindSpeed) - Barely knew SpaceX / Elon when a board member called - Thought aerospace sounded “old and stodgy” vs 6-month chip cycles - Visited the rocket factory, called his wife on the drive home: we’re moving back to LA - Now sits in the same magical factory: Dragon in the rafters, ~700 launches run from Mission Control, ~40 buildings feeding the campus - Full circle: semiconductors again via AI / chips --- Taking on AI complexity (during the biggest IPO ever) - SpaceX DNA: run toward “impossible” challenges (first booster recovery felt like a rock concert) - xAI acquisition in January + X + Cursor + Colossus = complexity multi-X in ~1–2 years - AI is now the biggest business at SpaceX - Bought time-to-market into the biggest product cycle of their lifetime - SpaceX leadership DNA applied to that team - Already feel leading on infra cost and speed - Products moving: Grok 4.6, 4.7 soon, Grok Bot viral, Cursor strong - Every week matters; soon every day --- AI business: the money picture - ~$100B company ARR exiting this year (annualized on December) — AI is more than half / the majority - A year ago AI revenue was ~zero - Capacity: a bit over ~2 GW this year → guidance 5–10 GW by end of next year - Becoming one of the biggest hyperscalers, fast Why they move so fast (vertical integration) - Engineer the data centers themselves - Act as GC: buildings, power, cooling, networking (plus partners) - Used to regulators from rockets + telecom - Removes margin stacking - Talent transfer: launch-site / pressurized systems people onto data centers — Elon compared it to Yankees vs little league Hosting model / ROI - Monetize compute while catching up on software - Demand knocked: “what are you doing with all that Colossus compute?” - Short contracts: ~3 months + 3-month out (flexibility for their own future training needs) - Payback: dramatically less than one year on cutting-edge terrestrial compute - Hosting customers include tier ones like Anthropic, Google, and others - Same watts can later flip to their own software at higher $/watt — optionality Frontier models - Moving maybe faster than anyone on trajectory - ~5 serious players; need to be at frontier for recursive improvement - Coding solutions improving dramatically - Consumer vs enterprise tools will stratify - Grok Bot: growing faster than anything they’ve seen; “transformational” user feedback; enterprise coming; expects roll into Cursor AI safety - Follow Elon’s self-regulation / peer-review path (like other industries) - Logical, collaborative, including outside the US - Hopeful something lands quickly TAM framing (IPO) - ~$28T TAM quoted at IPO; AI was ~$25–26T of that (digital AI only) - Physical AI not even in that number — Bret thinks physical AI eventually bigger than digital - Launch / space TAM = hundreds of billions (almost rounding vs AI) - Connectivity (mobile + broadband) ~$2T — still small vs AI - Differentiation: infra + X content (~500–600M MAUs) + consumer + enterprise push (Cursor etc.) What to watch: Starship + terrestrial compute Bret’s prioritization cheat code: 1. Get Starship right 2. Get terrestrial compute right for the next ~2 years until orbital kicks in → Transformational financially Starship status - Catalyst for all three businesses: space, satellites, AI - Holy grail: full reusability → another ~10x cheaper $/kg to orbit - Opens moon boots / lunar base / bigger industry - Flight 14 later this month: production V3 Starlink broadband satellites — real revenue payload - One Starship V3 load ≈ ~20× what Falcon 9 flew for Starlink capability - Each V3 satellite ~1 terabit; ~50–60 per flight = enormous bandwidth per launch - A couple launches start filling V3 planes; first-half-next-year benefits - Eventually Starlink as % of global internet traffic - Connectivity demand from machines (robots, AVs, agents) will dwarf human brains - Same Starship unlocks next-gen direct-to-cell / direct-to-device - Same bus + more solar + radiator + compute chips = orbital compute constellation Reusability timeline - Flight 15 may attempt catch / bring back first + second stage - First stage already recovered and reflown - Flight 13 soft splash best yet; recovered ship like a whale, engineers studied heat shield - Reliable stage recovery this year; meaningful reflight next year - Once a few second stages reflight → orbital compute cost can match terrestrial - Then orbital cost curve goes down (tech / Moore’s law / aircraft-like amortization) while terrestrial gets more expensive (power, labor, regulation, cooling) - Clean free solar, no community impact - Industry agrees space compute is the future — debate is timing; others say ~decade; SpaceX flies first ones next year; meaningful compute in ~2028 Scale ambition - Both cost and speed matter; near-term availability/speed most important - On track toward ~100 GW/year by end of decade (~20% of entire US grid each year) - Elon talking terawatt-scale in the 2030s - Hosting proves staying power + virtuous cycle for industry - New NVIDIA platforms: just fly the next satellite generation — no whole new terrestrial campus cycle TerraFab (chips / memory) - Parallel to orbital ramp, not after - Not replacing NVIDIA — love the partnership; will buy all they can - Worry is deeper fab / memory supply chain - Memory industry ~30%/yr growth vs SpaceX wanting triple-digit — won’t work - Hard technical challenge; memory may be early focus - Want volume benefit by late decade (demo next year with Tesla development line → something in ’28 → meaningful ’29+) Viewer Q&A highlights **First bottleneck in the AI chain?** - Chip supply for next year - Power for infra players (utilities used to ~1% growth; turbines / blades constrained) - SpaceX standing up investment casting for turbine blades themselves - Orbital is the big unlock; squeeze every terrestrial watt meanwhile How to tell durable AI spend vs keep-up spend? - Bret: durability of revenue; diversified monetization of the same compute; host now, software later at higher $/watt; guided next-year monetization range ~$30–50/watt - Tony: stack layers have different costs, margins, contract duration; SpaceX spans many layers with <1-year payback on infra How soon a data center in space? - First orbital compute satellites end of next year - Meaningful compute in 2028 - Better phrase: “racks in space,” not giant buildings - Same V3-like bus + solar + radiator + compute chips - Already flown ~11,000 sats; launch + inter-sat + ground links already solved - ~full rack (~72 NVIDIA-class) concept per sat; ~5 MW compute per launch Tony’s investor wrap - Still early; trends accelerate into physical AI and beyond Earth - Connectivity / tokens increasingly for machines, not just humans --- Bottom line in one breath SpaceX is using rocket DNA — vertical integration, crazy talent, short-cycle iteration — to become a top AI infra + software player now, while Starship unlocks Starlink V3, direct-to-cell, and orbital “racks in space.” Watch two things: terrestrial compute scale (toward $100B ARR and multi-GW) and Starship reusability. Everything else is downstream of those.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Robinhood $HOOD reported Q3 2026 revenue of $1.4B, up 12% YoY but slightly below the $1.42B estimate, while EPS of $0.51 missed expectations of $0.56, including a $0.07 per-share unrealized investment loss primarily tied to Robinhood Ventures Fund I. Net income declined 14% to $476M, while adjusted EBITDA increased 9% to $808M. Transaction-based revenue grew 19% to $867M, partially offset by a 9% decline in net interest revenue to $415M. Meanwhile, total platform assets climbed 19% to $396B, funded customers increased 7% to 28.7M, and Gold subscribers surged 34% to 5.2M, supported by $15.7B in net deposits. Robinhood now has 14 business lines generating over $100M in annualized revenue, with Rothera surpassing $100M in its first full quarter. CEO Vlad Tenev emphasized that customers are entrusting more assets to the platform as Robinhood expands its financial services ecosystem, although earnings growth continues to lag revenue growth. 2. SoFi $SOFI delivered a strong Q3 2026, with revenue surging 44% YoY to $1.4B, while adjusted EPS increased 64% to $0.18 and adjusted EBITDA jumped 70% to $469.8M, highlighting accelerating growth and improving profitability. Total members climbed 35% YoY to 17.1M, reflecting continued expansion across SoFi's financial services ecosystem. Looking ahead, the company issued bullish FY2027 guidance, projecting $6.4B in revenue versus $6B expected, EPS of $0.90 versus $0.82 expected, adjusted EBITDA of $2.24B, and net income of $1.28B. CEO Anthony Noto emphasized that SoFi is attracting more members, increasing the number of products used per customer, and generating more revenue per product, reinforcing management's confidence in the company's long-term growth and profitability trajectory. 3. Chinese technology giants Alibaba $BABA, Tencent, and ByteDance are reportedly seeking long-term memory supply agreements with Samsung Electronics and SK Hynix, according to Korean media, as demand for AI data center infrastructure continues to accelerate. While traditional memory supply contracts typically span 3–5 years, some Chinese cloud service providers are now requesting 10-year agreements extending through 2035 to secure access to critical DDR5 and LPDDR5 memory. The unusually long contract terms highlight growing concerns over future memory availability as hyperscalers expand AI computing capacity and compete for limited supply. The development could provide Samsung and SK Hynix with greater long-term revenue visibility and reinforces the structural demand outlook for the broader memory industry, including Micron $MU. 4. Meta $META has reportedly upsized its Class A common stock offering to $25B from $22.5B, pricing the shares at $625 each as the company raises additional capital to support its massive AI infrastructure expansion. Notably, NVIDIA $NVDA is investing $3B in the offering, while AMD $AMD is committing another $1B, giving two of Meta's major AI chip suppliers direct equity exposure to one of their largest customers. The expanded offering highlights Meta's increasingly aggressive capital-raising strategy as it prepares to spend $135B–$145B on capital expenditures in 2026. The participation of NVIDIA and AMD also underscores the growing financial interconnectedness of the AI ecosystem, with semiconductor suppliers investing directly in the hyperscalers purchasing their hardware. 5. Qualcomm $QCOM and Anduril are teaming up to launch BlueChip, a new venture focused on manufacturing rugged, waterproof, American-made laptops for the U.S. military, government agencies, law enforcement, and first responders, according to the Wall Street Journal. The devices will be assembled at Anduril's Arsenal-1 facility in Ohio and powered by Qualcomm Snapdragon X processors manufactured by TSMC in Arizona. Anduril founder Palmer Luckey said approximately 90% of the planned components already come from the U.S. and allied countries, with the long-term goal of producing the entire laptop domestically, including displays and other components currently sourced overseas. The initiative prioritizes secure computing, fully traceable supply chains, and reduced dependence on foreign manufacturing for national-security applications. The first laptops are expected in 2027, with pricing estimated at roughly 20% above conventional high-end PCs. 6. President Donald Trump made two major statements, reiterating his administration's decision to replace the terms “Artificial Intelligence” and “AI” with “Super Intelligence” and “SI” in official executive-branch communications, following a September executive order. Separately, Trump suggested that Venezuela could eventually become the 51st U.S. state, floating the possibility of replacing its presidency with a governorship during remarks in Corpus Christi, Texas. Trump also celebrated the U.S. military intervention in Venezuela and its subsequent oil agreement, describing the operation as a historic victory and highlighting expanded American access to Venezuelan oil reserves. 7. Tesla $TSLA rallied approximately 4% on Tuesday to $407.46, extending Monday's 5.2% gain as shares broke above key technical resistance levels. The rally was primarily fueled by Barclays upgrading Tesla to Overweight and raising its price target to $450 from $370, citing improving automotive demand, accelerating energy storage growth, and a potential merger with SpaceX $SPCX that could create a premium for Tesla shareholders. Meanwhile, Tesla's robotaxi expansion continues to gain momentum, with its Texas fleet reportedly exceeding 1,050 vehicles, Cybercabs outnumbering Model Ys, and additional service areas planned, including Dallas. Investors are also responding to improving FSD adoption, strong demand for energy storage from AI data centers, and signs of stabilization in Tesla's core automotive business. 8. Brazil's stock market experienced an extraordinary selloff on October 26, with the iShares MSCI Brazil ETF $EWZ plunging 19.8% in a single session, representing an estimated 8.4-standard-deviation move based on its historical daily volatility. Over the past 20 years, EWZ has averaged a daily return of approximately 0.04%, with a standard deviation of 2.36%, making Monday's decline an extreme statistical outlier. Under a theoretical normal distribution, a move of this magnitude would have an exceptionally small probability, illustrating just how unusual the selloff was relative to historical volatility. However, actual financial markets exhibit fat-tailed return distributions, meaning extreme declines occur more frequently than conventional statistical models predict. The plunge highlights the severity of the selling pressure in Brazilian equities and the risks associated with sudden market shocks. 9. Alphabet's $GOOGL Waymo is expanding its fully autonomous ride-hailing service by nearly 250 square miles across five existing U.S. markets over the next week, further accelerating its commercial robotaxi rollout. In Los Angeles, Waymo is extending service along the coast into the South Bay, including Torrance, while San Diego coverage will expand north to La Jolla, connecting riders to UC San Diego, the VA, and University Town Center. In Nashville, the company is expanding south to include Nashville Zoo, while Orlando will see its eastern service area nearly double alongside improved downtown coverage. The San Francisco Bay Area will also gain additional southern coverage, including a connection to Berryessa BART Station. The expansion increases Waymo's geographic reach and the number of destinations accessible to existing riders, rather than representing launches in five new cities, as Alphabet continues scaling its autonomous transportation network. 10. The top 10 most active options today by contracts traded were $NVDA with 2.4M contracts, $TSLA with 2.3M contracts, $AAPL with 1.2M contracts, $SOFI with 944K contracts, $SPCX with 852K contracts, $AMZN with 833K contracts, $MU with 716K contracts, $META with 709K contracts, $GOOGL with 529K contracts, and $AMD with 529K contracts. 11. Amazon $AMZN is reportedly working to reduce its reliance on Anthropic's AI models as the cost of operating Alexa+ continues to climb, according to Business Insider. Internal projections estimated that Alexa+ cloud computing expenses could reach approximately $1.7B in 2026, nearly triple the prior year's costs, prompting Amazon to explore routing more AI requests through its own lower-cost models and infrastructure. The company also considered delaying or scaling back Moonraker, its advanced AI agent initiative, which was projected to require more than $100M in GPU spending this year. The developments highlight the growing pressure on major technology companies to improve AI inference economics, reduce dependence on third-party model providers, and balance increasingly expensive AI capabilities with sustainable profitability. 12. U.S. stock market breadth is improving significantly, with the S&P 500 Equal-Weight Index outperforming the traditional market-cap-weighted S&P 500 by 4.0 percentage points in October, putting it on track for its second-strongest monthly relative performance since April 2009. The equal-weight index has gained 4.3% this month, compared with just 0.3% for the S&P 500, marking a sharp reversal from September, when equal-weight stocks underperformed by 4.7 percentage points, their worst relative month since March 2020. For comparison, the equal-weight index outperformed by 4.2 percentage points in April. Year-to-date, the Equal-Weight Index is up 13.4% versus 12.1% for the S&P 500, suggesting market leadership is broadening beyond the largest technology and AI companies as more sectors and individual stocks participate in the rally. WALL STREET IS THE GREATEST SHOW ON EARTH.