OptimusDelta

3.9K posts

OptimusDelta banner
OptimusDelta

OptimusDelta

@OptimusDelta

🏴‍☠️ Foras Admonitio 🫦 Defense analysis discussion group https://t.co/OSrpTXMiwn

Katılım Mayıs 2022
529 Takip Edilen4K Takipçiler
Sabitlenmiş Tweet
OptimusDelta
OptimusDelta@OptimusDelta·
Sharing some long-form notes on the Defense sector, focusing on the decoupling of US-European ties and the rearmament of the EU. First article covers counter-drone tech, highlighting $EOS's push into the German market with their Apollo 100kW laser; entering a space dominated by $RHM (Rheinmetall) and $HAG (Hensoldt). The era of the "Infinite Magazine" is here. Read the full article below: open.substack.com/pub/optimusdel…
OptimusDelta tweet media
English
4
6
59
51K
OptimusDelta
OptimusDelta@OptimusDelta·
Bonjour 🫦
GIF
Français
0
0
2
75
Marto84
Marto84@asxcfdtrader·
Wife away on a girls weekend, new MacBook, markets firing. Think I’ve got everything I need.
Marto84 tweet media
English
10
0
28
1K
AktienAkademie
AktienAkademie@AktienAkademie·
$UMAC Unusual Machines, Allan Evans wants to raise again. As of December 31, 2025, they held approximately $103 million in cash and $39 million in short-term investments, with no debt, resulting in net working capital of approximately $157 million. (According to the Q4 numbers released) They need more working capital, >100mn not enough?? Do they want to giga scale or what ??? Explanations please
English
1
0
0
74
OptimusDelta
OptimusDelta@OptimusDelta·
@craigkellyAFEE Definitely did not see this on the bingo card when I wore the flag on arm in the middle east decades ago. What a fall from grace this country has become.
English
0
0
2
79
Fox3MagnumBingo
Fox3MagnumBingo@RoelRule·
The ego trip is over. I’ve never been more fit, alert, wealthy and today I woke up and finally considered myself unemployable. I’ve come to see my government salary as just a bribe to ignore the cage. A cage with its senseless rules as being my chains. Cya!
English
1
0
2
33
OptimusDelta
OptimusDelta@OptimusDelta·
@oldyzach Brother. Did it bring you joy? If yes - that is literally all that matters. Most people spend their time on shit that doesn’t bring joy, and that’s the sad reality of an unauthentic life. Doesn’t matter what it is. If you find joy, live in that moment. ❤️
English
0
0
1
55
PeteZach
PeteZach@oldyzach·
Under one of my posts about SimCity 4, I received a comment like this, among others. And it got me thinking. Have I really wasted my life? I have a fulfilling, fairly high-profile, and well-paying job. I travel a lot, I have a loving girlfriend, a place of my own, and I’m happy. It’s possible that if I played less, I could have learned more languages, read more books, or perhaps chosen a different path in life. And yet, I don’t regret a thing. What about you, gamers?
PeteZach tweet mediaPeteZach tweet media
English
48
0
94
5.7K
Coal
Coal@LukeyTrags·
If my eyes aren't deceiving me $YAL.AX just did $300M in the match at $8.31.. setting a new all time high on obscene volume.. #coaltwitter
GIF
English
11
2
39
3.1K
Ryan Scott (Horse)
Ryan Scott (Horse)@TheFlowHorse·
What starts as fiction always has an uncanny tendency to become reality. Which makes sense when you consider everything you see first started as a thought.
Ryan Scott (Horse) tweet media
English
6
7
97
22.3K
OptimusDelta
OptimusDelta@OptimusDelta·
@fundmyfund @X @nikitabier Tbf the goal shouldn’t be reach - it should be connecting with like minded deep researches. Way more upside.
English
0
0
1
48
🦄 Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋
🦄 Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋@fundmyfund·
This is the stuff @X is pushing eh? While those people putting in real work and listening to conf calls and digging thru 10Qs and writing long form articles and and not using LLMs to put out 90% of their content are are left in the dust Cool @nikitabier
🦄 Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋 tweet media
English
4
1
20
1.6K
OptimusDelta
OptimusDelta@OptimusDelta·
RF jamming in the context of c-uas is negligible in the constantly evolving drone battlefield - which is why $DRO has been trying to move away from it. Raises the question tho. Why is $DRO currently 2x the market cap of $EOS.AX Bit of a disconnect there me thinks 👀🫦
OptimusDelta tweet media
English
1
0
13
474
OptimusDelta
OptimusDelta@OptimusDelta·
EOS have been clear that they would be looking to "partner" to build out the 300kw capability; so there is a potential angle there for co development. EOS has a very deep pedigree in the space domain - which is highly applicable to c-ram directed energy weapon system development eos-aus.com/space/
English
1
0
2
38
Markos
Markos@MarkosAAIG·
@OptimusDelta I don’t mean a us ITAR aquisition. But other options to potentially accelerate 300kw build.
English
1
0
1
28
OptimusDelta
OptimusDelta@OptimusDelta·
Fully reinforces my view that players like $EOS.AX who are already fielding 100kw systems, are at a distinct advantage - especially once non US countries follow Pentagons lead. Some scenarios I see playing out * EOS partnering with a ME / European country to build out Atlas (their 300kw c-ram system) * EOS integrating their entire kill chain into bespoke, soverign capability (UAE - Germany - rest of world) ITAR free is arguably one of the most valuable moats that EOS has. Time to shine 🫦
Aurelius Systems@aureliuslasers

This week the Assistant Secretary of Defense for Critical Technologies, Michael Doss said the Pentagon plans to field directed energy weapons at scale within 36 months. For decades it's been "5 years away." Why? The focus has been a handful of $50M, 300kW bespoke systems but the Gulf is making it real. We have been working tirelessly on a solution and in less than 2 years of iteration, we've converged on the most scaleable design and architecture possible in the US ecosystem.

English
1
2
18
1.9K
OptimusDelta
OptimusDelta@OptimusDelta·
@MarkosAAIG I don't think this is the angle $EOS.AX should or would take. There is a huge market outside of the US that is currently wide open to them.
English
1
0
0
77
Markos
Markos@MarkosAAIG·
@OptimusDelta They are open for a aquisition if it makes time to market faster for CBC development,
English
1
0
3
166
OptimusDelta
OptimusDelta@OptimusDelta·
$EOS.AX trading like people are starting to realise directed energy weapons ARE the future of counter drone warfare. Who knew 🫦
OptimusDelta tweet media
English
4
2
40
4.1K
CryptoCondom
CryptoCondom@crypto_condom·
I continue to believe drones are the single best investment sector over the next 5y outside of AI/robotics. The current Middle East conflict is teaching us that drones are here to stay as cheap, modern kamikaze against infra & high value targets. Many drone stocks are overvalued based on TAM & team due to people piling in on war onset. However I would expect a sector wide correction to occur during any reported resolution or de-escalation. THAT is the dip to buy. 🍌
English
22
12
225
16.2K
Retail Mourinho
Retail Mourinho@retail_mourinho·
Huge red in pre-market, means green opening? $ASTS $NBIS $ONDS $RKLB $KRKNF $AAOI $EOS.AX
Retail Mourinho tweet media
English
13
0
67
8.3K

Keşfet

@asxcfdtrader @AktienAkademie @craigkellyAFEE @RoelRule @oldyzach @LukeyTrags @TheFlowHorse @fundmyfund