
Fiun StcoKlnger
55 posts




Satellogic announces a $12M agreement to deliver a commissioned, in-orbit NewSat satellite to a sovereign defense customer. We are enabling national autonomy by transferring flight-proven assets, providing immediate space-based intelligence with unmatched speed and efficiency. Full details: satellogic.com/news/press-rel…



If you’re curious why $SIVEF is up even more today. $SIVE, as a CHIPS act recipient: Now likely powers the Golden Dome. As the upstream semi supplier since Sivers’ lead customer ALLSPACE got acquired by $YSS. York happens to be a national defense prime contractor with links to the Space Force, Space Development Agency, DoD, and Golden Dome. So Sivers, a mini Swedish company, basically got a backdoor to powering the US space buildout.


$SNDK down 8.5% despite posting U.N.R.E.A.L earnings. - Revenue $5.95B vs. $4.73B expected......LOL wtf - EPS $23.41 vs. $14.66 expected......LOL wtf Q4 Guidance - Revenue $8.1B, up from $6.6B - EPS $31.50, up from $23.44 Zero debt on balance sheet. “This quarter marks a fundamental inflection point for Sandisk - where our technology leadership is enabling a deliberate shift in our mix toward the highest-value end markets, led by Datacenter.” Absolutely mental. Very easy point to buy more imo.
















