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Jeff Gabel
27.9K posts
Jeff Gabel
@JeffGabel
Tracking the intersection of geopolitics and unmanned tech. Focused on #DroneDiplomacy, global defense procurement, and the evolution of C-UAS systems.
Katılım Ağustos 2010
1.6K Takip Edilen3K Takipçiler
Yet still the most painful experience 😮💨
US Open Tennis@usopen
It’s here! 👏 American Express® Card Members can get early access to tickets now through Wednesday, May 28th at 11:59PM ET. While supplies last. Terms apply. All ticketed events for the three-week US Open go on sale to the general public on Thursday, May 28th at 12PM ET. bit.ly/49pQnnP
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@jawnzilla Had no idea they rebranded 😂
Prob smart to move away from agriculture
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$UAVS took some in spec size. Think #Drones ready to wake up and this one could do stupid meme stuff.
EagleNXT@EagleNXT
$UAVS' eBee VISION UAS is now an active listing for purchase by the @USArmy on their newly launched UAS Marketplace, which is a digital platform developed in partnership with @awscloud and the Army Enterprise Cloud Management Agency. All branches of the U.S. military and the Department of War can utilize the new UAS Marketplace for more timely and efficient capability acquisition. Read more: bit.ly/42SoOjt
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I’ve been following this “boring black box” trend and it seems to be going deep. Started with $coda $INFQ $OSS - people seem to love this concept
$HLIT
Jeff Gabel@JeffGabel
Military tech just like SV tech - everything is just an ugly functional boring black box. Maybe HBO should bring the Silicon Valley show back and position it in FL or DC to make fun of defense startups $coda
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Yikes 😳 - probably a bad time to be haggling on this in the midst of Drone Dominance
Long $ASTS
cnbc.com/2026/05/26/pen…
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Following the advocacy and individual investor fandom in both Japan and S Korea are fascinating.
Huge communities overlap $pltr / $onds and I’ve been engaging more with global community in multiple languages to try and keep up.
ぱらどっぐ@PLTR_Dog
手が震えてる。 パランティアからギフト頂いた。 @eliano thank you. Alex Karp !!!!! $PLTR #palantir #パランティア #米国株
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Carnegie & Druckenmiller note that by betting big on a few high-conviction ideas and monitoring them relentlessly you can make outsized returns.
$LPTH is such a trade. If you're wondering why it was up 19% on Friday and up another 10% this morning...its bc lots of circumstantial evidence points to @lightpathtech & @LockheedMartin having won the NGSRI Army contract.
You wont find this kind of info on @Bloomberg until it happens and the move has already been made. You'll only find it if you obsessively follow a stock and do the DD to understand and connect the dots to give you an edge. Someday AI will take this away from us...but not yet.
CryptoCondom@crypto_condom
The @lightpathtech CEO congratulating @LockheedMartin on their NGSRI website isn’t subtle but IS much appreciated 😉 All signs point to the fact that @LockheedMartin has likely won the NGSRI contract given this new website and recent NGSRI related hiring listings. If so, look out for a $LPTH rerating. If won, @lightpathtech will become the @LockheedMartin supplier of the advanced thermal camera systems used to support the Army’s NGSRI missile program. If won, $LPTH likely to generate an additional $50-100m in long term revenue. @BussinBiotech has a great chronology thread on the NGSRI timeline here: x.com/BussinBiotech/…
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“By making every tractor an intelligent data center, we create the factual foundation that both farmers and authorities desperately lack to document the green effort”
👀
arcticstartup.com/perplant-raise…
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Speaking of Serbia and drone production…
They have their own version of $elst TIKAD 🦅 of prey - Serbian IKA-14 drone features a fully stabilized, remote-controlled mount carrying a M21 machine gun, capable of recoil mitigation for precision fire.
Conceptually identical to $DUKR but maybe they’ll switch
thedefensepost.com/2026/05/20/ser…
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We need automatic export authorizations
c4isrnet.com/global/europe/…
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$ESLT crushed it
Elbit Systems@ElbitSystemsLtd
𝗦𝘁𝗿𝗼𝗻𝗴 𝘀𝘁𝗮𝗿𝘁 𝘁𝗼 𝟮𝟬𝟮𝟲. 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝗱 𝗴𝗿𝗼𝘄𝘁𝗵 𝗮𝗰𝗿𝗼𝘀𝘀 𝘁𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. Elbit Systems reports Q1 2026 results: $30.2bn backlog, $2.19bn of revenues, GAAP net EPS of $3.34 and Non-GAAP net EPS of $3.87. Bezhalel (Butzi) Machlis, President and CEO of Elbit Systems: "Our strategic positioning reflects our evolution into a fully integrated end-to-end defense provider across land, sea and air. With demand rising well above historical levels, we continue to focus on order execution." For the full report visit: tinyurl.com/yfzj64yx
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Shame to see a bunch of “paid partnerships” for certain drone tickers - if you can’t build authentic education and trust around your platform you’ll prob end up extinct
Too much shilling right now
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Makes sense - a battlefield of highly flammable autonomous drones need quick extinguishing and cleanup.
Jawwwn@jawwwn_
.@PalmerLuckey says Anduril’s first prototype, a firefighting tank, now sits under a tarp because political reasons shut it down: “It could carry several tons of fire retardant and be used to protect critical infrastructure.” “We built two fully working prototypes.” “There were really strong unions that didn’t want robots to automate their jobs.” “The governor was told if they funded this and procured it, the union would oppose him in the upcoming election.”
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@StockSavvyShay Let alone connecting the autonomous battlefield and farming / mining fleets
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The next leg of connectivity demand is bringing billions of people & devices online where fiber, towers & last-mile backhaul cannot scale economically.
About 2.6 billion people still don't use the internet & 77% live in places where terrestrial telecom infrastructure doesn't work.
That is the TAM that $ASTS & $SPCX Starlink are built around.
Shay Boloor@StockSavvyShay
SpaceX will be one of the most important IPOs of my lifetime. Yes the valuation is aggressive but few companies sit directly across three massive themes at the same time in space infrastructure, global connectivity & AI compute. Three trillion-dollar themes under one ticker.
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