If these guys were the inventors of Facebook, they would have invented Facebook. But instead, the Winklevoss twins invented Gemini Space Station $GEMI ( ▲ 14.29% ), which today became the latest tech company to pop on its IPO.

Quite the success. But we still have one bit of advice for them. Drop the “Space Station”. Just “Gemini”. It’s cleaner.

Finally, read to the end for the billionaire who just redefined late-career goals…

— Brooks & Cas

Tomorrow is launch day. 

Street Sheet Research officially opens TOMORROW, September 13, and the early access window slams shut tonight. 

If you’ve been waiting, this is it — the very last call before we flip the switch. 

We’re dropping the big announcement we’ve been hinting at for a couple of weeks, but only to our early access list. If you haven’t added your name to the list, take 1.5 seconds to do so NOW.

$IONQ ( ▲ 18.19% ) IonQ Stock Heads for a Record High. This Acquisition Got Clearance. (Barron’s)

$PFE ( ▼ 3.98% ), $MRNA ( ▼ 7.4% ) Pfizer, Moderna shares fall on report that Trump officials will link child deaths to Covid shots (CNBC)

$WBD ( ▲ 16.7% ) Warner Bros. Discovery Stock Extends Surge on Paramount Skydance Takeover Reports (Investopedia)

$RH ( ▼ 4.6% ) RH Stock Falls as Tariff Uncertainty Hits Earnings Outlook. What to Know. (Barron’s)

$MSFT ( ▲ 1.77% ) OpenAI reaches new agreement with Microsoft to change its corporate structure (AP)

CNBC: Over 3,000 striking Boeing $BA ( ▼ 1.84% ) defense workers in Missouri rejected a new contract offer, extending their first walkout in decades.

Axios: A spike in US jobless claims to 263K was driven by fraudulent unemployment filings in Texas, not labor market weakness.

CNBC: Paramount Skydance $PSKY ( ▲ 7.62% ) CEO David Ellison is rapidly signing talent, greenlighting franchises, and weighing a Warner Bros. Discovery bid.

Bloomberg: Apple $AAPL ( ▲ 1.76% ) delayed the iPhone Air launch in China over eSIM approval issues, while US demand pushed 17 Pro Max deliveries into October.

WSJ: Corteva $CTVA ( ▲ 1.78% ) is considering a breakup of the $50B seed-and-pesticide giant, potentially sparking major agriculture dealmaking.

Barron’s believes Twilio $TWLO ( ▼ 0.22% ) is looking too low.

The cloud communications company in August turned in a modest earnings beat for its most recent quarter. Still, the stock slumped following the report and remains below pre-earnings levels.

The issue wasn’t results, but forecasts. Management kept its operating profit target unchanged at $863 million, implying lower margins as it spends more on R&D. CFO Aidan Viggiano said the higher investment is aimed at meeting demand for new products, particularly those with AI features.

Twilio’s business spans APIs for messaging, email, and voice. Just over half of revenue comes from its core messaging platform. The company charges clients a few cents per communication, which means revenue rises with usage but can also be vulnerable to broader economic slowdowns.

Global adoption still looks early. Twilio estimates its addressable market could reach $119 billion by 2028. It already serves more than 300,000 active accounts across 180 countries, and analysts note the company has beaten sales expectations in at least 20 straight quarters. Mizuho’s Siti Panigrahi said a recent US price increase should support growth into 2026, with limited pushback from customers.

Needham’s Josh Reilly wrote that Twilio helps clients save costs through efficiency, leaving it “positioned to take market share.” Panigrahi forecasts operating margins climbing to nearly 20% next year, with EPS growth of 18%. At about 3.2 times forward sales, Twilio trades well below the broader software group’s multiple.

Whether that gap closes depends on execution. For now, Twilio’s near-term hit hasn’t erased its long-term growth story — one that increasingly leans on AI, international expansion, and pricing power.

Tomorrow’s drop isn’t hitting the public. It’s going first — and only — to the early access list. If you’re not on it, you’re out.

AP: Microsoft $MSFT ( ▲ 1.77% ) settled an EU antitrust probe by agreeing to unbundle Teams from Office, avoiding potential fines for 10 years.

CNN: US coffee prices jumped 21% year-over-year in August, the biggest surge since 1997, driven by Trump’s tariffs on imports.

Reuters: Tether announced plans to launch USAT, a new US-focused stablecoin, with Bo Hines as CEO by year-end.

CNBC: Swatch $SWGAY ( ▼ 0.11% ) released a watch mocking Trump’s 39% levy on Swiss imports, which quickly sold out.

Axios: The EPA proposed ending greenhouse gas reporting requirements for 8,000 facilities, calling the program costly red tape.

Ellison > Musk.

The Oracle $ORCL ( ▼ 5.09% ) founder’s fortune now tops $400B, making him the richest man alive.

Proof that you don’t need rockets, EVs, or luxury brands—just software, patience, and a few hundred billion in buybacks.

Which stock do you think will outperform over the next 12 months?

▇▇▇▇▇▇  Bit Digital $BTDR ( ▲ 14.46% )

▇▇▇▇▇▇ Coinbase $COIN ( ▼ 0.28% )

▇▇▇▇▇▇  Terawulf $WULF ( ▲ 1.13% )

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