Commonwealth Credit Union Expands Partnership with Upstart into HELOC and Indirect Auto Lending $UPST

🚁 10,000 drones fielded. 30,000 more incoming. The U.S. Army is taking drones to the squad level. 40,000 isn’t the finish line. It’s a signal of what comes next: More drones. More components. More U.S. manufacturing. 🦅 breakingdefense.com/2026/09/… $UMAC #DroneDominance #DefenseTech

$LMND ~0.1% market share

'The Superintelligence Panic: Rebellionaire Panel Discussion' AI CEOs say we're facing extinction-level risk. Are they genuinely scared, or is this regulatory capture? The Rebellionaire Investment Committee meets once per week and this is what those conversations actually sound like. Monday morning, no prep, off-the-cuff, behind the scenes. *Timestamps* 00:00 ASI Panic Weekend 01:44 Is Insider Alarm Legit? 04:56 The Answer Key Problem 05:35 Henry's Three Scenarios 09:49 The Hugging Face Incident 11:49 Open vs Closed Models 13:14 Understanding AI Behavior 17:06 AI Efficiency Improvements 19:00 Investment Ban Risks 20:22 Compute Demand Outlook 24:46 The AI Cold War and Simplifying the Problem 27:46 Valuations and Sentiment 29:50 AI-flation and Rates 33:33 Wrap and Team Intro @bradsferguson @nerdalert @HenryInvests @ArranGray9

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The analyst team at Rebellionaire attended Backblaze ($BLZE) Investor Day in New York City. What were some of the key takeaways for investors? 1) NVIDIA updated their reference architecture to call for an object storage data layer, which is the exact terminology Backblaze has been using for many years to describe their own business. 2) CoreWeave signed a $300M+ deal with Backblaze, proving their storage is compatible with NVIDIA's stack 3) NeoClouds don't want AWS lock-in or egress fees. They need hyperscaler-agnostic storage as data grows exponentially, which Backblaze can provide. 4) Backblaze is only working with 5 of ~200 NeoClouds. The TAM is barely touched. 5) CoreWeave chose to buy storage from Backblaze rather than build. That's because Backblaze has 20 years of operational expertise that can't be replicated overnight. @nerdalert @HenryInvests @isaacyops

🚨 Insider Buy: Upstart CEO Paul Gu @paulxgu today purchased 50,000 shares of $UPST at $25.55 for $1.27M 👀 💪

AtaiBeckley $ATAI shareholders got the short end of the stick. Still hard to believe management sold for a fraction of the TAM right at the inflection point. Ugh.

We believe drones are part of a much bigger shift toward autonomous systems and robotics. That’s why $UMAC backs companies helping shape where the industry is headed. 🎯 Our investment in $XTND has now grown to $27.5M. 🦅 Building for what’s next. 🔗 unusualmachines.com/press-re… #Drones #Robotics #PhysicalAI #AutonomousSystems

$BLZE Backblaze 1st investor day 🔥

Lemonade Renters is now available in Kentucky.

$MU $SKHY $DRAM Holy Shit AI Agents are using 1400% more tokens today than February, 500% more than human. Remember, this is inference token traffic. Every token lands in the KV cache which is a memory problem. You still think supply will catch up?

$UMAC 👀

🔎 Intelligent sourcing. Better traceability. Faster execution. $UMAC is partnering with @Altana_AI to strengthen the supply chain infrastructure behind our growing U.S. drone component operations. ⚙️ Trusted suppliers. Greater visibility. Built to scale. 🔗 unusualmachines.com/press-re… #DomesticManufacturing #SupplyChain #Drones

🦅 The push to strengthen the U.S. drone supply chain is accelerating. New tariffs on certain imported drones take effect tomorrow — alongside a push to incentivize investment in U.S. drone and component production. ⚙️ Trusted components 🏭 Domestic manufacturing 🔍 Secure supply chains A strong U.S. drone industrial base starts with the supply chain behind it. 📰 research.hktdc.com/en/articl… $UMAC #Drones #DefenseTech

Btw, we also launched Lemonade Car insurance in Missouri today - designed for most car models, not just Teslas. lemonade.com/car

This is the $LMND thesis in a nutshell 🍋 @Gfilche

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This is terrifying