Bramhanand
2.1K posts



$EOSE partner Frontier Power USA signed a framework to convert 2+ GWh of late-stage battery storage projects to Eos Z3 systems. The deal expands Eos Energy’s long-duration storage pipeline and help fulfill Frontier’s existing 2 GWh deployment agreement.







$ONDS Gamma map approaching June OPEX doesn’t help my thesis at all right now. 🤔 1. GEX | 2. VEX








"I think in the long run they are going to be fine, and todays prices may be an attractive entry." $ASTS is up 66% since I made this comment Hope some of you managed to add during the dip Next stop: $150











$ONDS is trying to build a full 'system-of-systems' across aerial drones, counter-drone systems, ground robotics, ISR, border security, demining and AI-enabled command-and-control. That's where the $PLTR partnership becomes important because software is what can turn a collection of drones, sensors and robots into a real operating system. The acquisition strategy is aggressive but this quarter made it look a lot more credible. Less like a roll-up and more like an emerging autonomous defense platform with real demand behind it.









