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IceBox
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With all the drone stuff running on that insane $54B drone funding yesterday worth re-visiting
Beam Global disclosed on their earnings call two weeks ago they are secretly a growing drone play
here are the relevant quotes from the CEO on the call
"We put batteries in more drones than I can talk about. Drone manufacturers are quite jealous of their proprietary information, and there are a couple of names I wish I could mention to you right now, but I'm not allowed to. We have confidentiality agreements with them. I just want you all on the call to understand it's more than one. It's many, and there are really specific reasons that we do it."
"Most people, as you know, make batteries that are square or rectangles. Now, I have an engineering background. If I'm going to build a drone, I do not want to build it around somebody else's square or rectangle. Beam, we are able to make bespoke shaped batteries. We can fit energy storage into confined real estate spaces, and we're not slaves to squares and rectangles, and that's really important when you're making drones, particularly the higher up the value chain they are in terms of their missions that they've got to perform." "Ray Systems is a perfect example of this, an incredible device that travels silently underwater over great distances, almost impossible to detect. They can't just be putting a big lumpy rectangle or square in there. Our ability to give them energy density and bespoke shapes and real estate is really important."
"We also prevent thermal runaway, which is the thing that you've all seen with the fires and those sorts of stuff. All of these things are incredibly valuable to drone operators. They want safety. They want length of life." "Even though our batteries are more expensive than off-the-shelf solutions that they can buy, they end up having a lower total cost of ownership because they last longer and the cost per stored energy is lower, and because they don't have to build their devices around shapes that they don't like."
"In the Middle East, for example, if you think about some of the borders between Saudi, between Jordan and Syria, where there's a lot of drug trafficking and arms and terrorism and stuff like that, our ability to deploy BeamFly along those types of borders and create border patterns of drones that do not need to come back to an operator, centralized infrastructure to recharge, I believe there'll be tremendous value in that."
"What you know about Ukraine, that drone operators sending drones out into contested environments, flying a mission, and then returning the drone to the operator, which means you can target the drone and the operator. Beam Flight removes that risk because the drone can recharge in a contested environment and carry on about its mission without returning to an operator."
"A big part of it is our capabilities with our batteries. A big part of it is U.S., but there's also already significant international opportunities that we're executing on. We believe there are more coming in the pipeline. Then it's not just about the batteries, it's also about Beam Flight and that tremendous enabler."
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$TSLA - Monthly closed green just as predicted
May will be rocket time for Tesla
Expecting 450 minimum this month

Fake@FakeTrading
$TSLA Monthly- Expecting this monthly candle to turn green by end of next week If we close over 400 would be a huge win for May
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x.com/boxice22182/st… you’re late (again)
TrendSpider@TrendSpider
Carbonating gains since 1919 🥤 $KO
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One of the best and most aesthetically pleasing clips old cache had.
CS2@CounterStrike
What are you doing next week?
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IceBox retweetledi
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$OUST has broken out 👀
Up 12% today and now above the 200 DMA
A retest of the 200 DMA (currently ~$25.22) is a buy
Wave 3 target: +209% 🚀

Echo Analysis@EchoAnalysis
$OUST — I am first here 👀 This is a gem. Price pulled back exactly to the 1.618 Fib to complete Wave 2. I plan on entering on a reclaim of the 50-WMA. Wave 3 → +353% 🚀
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$NIO vs $XPEV
Profitability:
NIO’s Q4 2025 rebound was real:
• 17.5% gross margin
• 18.1% vehicle margin
• Operating profit in the quarter
XPeng printed:
• 21.3% gross margin
• Its first quarterly net profit
On profitability trajectory, XPeng looks cleaner since NIO’s is significant but less proven
Sales momentum:
NIO delivered 326,028 vehicles in 2025 and hit a record 124,807 in Q4
XPeng’s 2025 growth was faster and its MONA M03/P7+ cycle looked like a sharper product-market-fit event
However, this flipped in 2026 with NIO showing stronger sales growth with 47,979 deliveries YTD through February versus XPeng at 35,267
Xpeng won 2025 momentum but NIO opened 2026 better
Product moat:
NIO still has the stronger premium brand and a real ecosystem moat in battery swap/BaaS and service
• NIO held 40% share in China’s BEV market above RMB300k
• Its swap network had completed more than 78 million swaps
XPeng’s edge is different, they have stronger software/ADAS adoption, a broader mass-market hit rate, and external validation via Volkswagen platform/E/E collaboration and joint sourcing
Xpeng’s moat is more easily scalable while NIO’s moat is a key infrastructure differentiator
Bottom line:
$NIO → Strategic story
$XPEV → Profitability story


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