Chrispy

6.6K posts

Chrispy

Chrispy

@RADHardTech

Retail investor and deep tech nerd. my investments are my own and I share my DD freely. Not Financial Advice, manage your own book.

Katılım Temmuz 2022
1.5K Takip Edilen4.1K Takipçiler
Chrispy
Chrispy@RADHardTech·
Skyfall won Gauntlet 1 right? Why didn't they deliver? Here's the reason. A lot of these companies are tripping over 20's to pick up nickels. Skyfall/Skycutter picked up the 20.
Lorenz Meier@drlorenzmeier

A quick recap of what the 50,000 unit order for terminal-guidance enabled Skyfall x Auterion drones means. First: we are deeply grateful to the European nation that allowed our Munich team to build and ship at scale. You chose to be unnamed, but we know who you are.

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Chrispy
Chrispy@RADHardTech·
@DabsMalone mechanical properties is the challenge, operates a lot more like wood grain.
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Dabs🩸
Dabs🩸@DabsMalone·
I foresee FDM taking over all nylon polymer printing within ten years. Powder bed is nice but very unfriendly to manage.
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Chrispy
Chrispy@RADHardTech·
I’m back to my core position, trimmed away the recent buys to prospect other positions. Too many people treat equities like airports, announcing arrivals and departures. I’ve been here longer than most, and will stay here until the thesis breaks. No signs of cracking. Regardless of what the furus say, it’s a lot easier to hold onto the tax lots under a buck.
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Kayjay
Kayjay@Kaaayjaay·
Interesting posts by $ONDS bulls recently. Calling people out for not showing proof of their positions? Claiming there are only a select few bulls left? I don’t know…it’s kind of bummed me out. My share count is pretty important to me…my two dogs, and possibly even the stray I took in this morning. (I’ve already named him Jasper. 🥰) But that’s it. No human cares what I do with my money. I think I’m holding a pretty sweet amount of shares. And I am DEEP in the red today. But it’s all good because it was the same game in Jan 25, and I just kept buying and buying. All the way down. Be cool to the community. It’s vast. It’s loud. And it’s also QUIET. Maybe we all don’t post a lot, but we are here—feeling the pain together.
GIF
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Chrispy
Chrispy@RADHardTech·
PACE architecture is Primary, Alternative, Contingency, and Emergency. GPS will be a layer, starlink, iridium PNT, and inertial navigation make sense as other additional layers. Inertial navigation will always hold up the floor, starlink somewhere in the middle, but doesn’t have the same reliability as Iridium L band. The ASICs open up a new vertical to land and expand through military into commercial options.
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Chrispy
Chrispy@RADHardTech·
@BastianelliLore Alternative and/or fall back depending on application and power requirements.
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Chrispy
Chrispy@RADHardTech·
@BastianelliLore PNT is the capability, GPS is the most common current source
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Jeff
Jeff@JeffGabel·
$ktos casual $400m announcement
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Chrispy
Chrispy@RADHardTech·
@RKLBMan Because it was just released commercially today, previously it was only in the hands of a select group of Iridium Value-Added Manufacturers for qualification and testing.
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Tyler Norris
Tyler Norris@tylerhnorris·
Proud that @Google is backing the US’ largest solar+storage mega-project, owned by Cypress Creek (@CC_Energy_) and heavily supplied with US steel: “The project is the biggest of its kind to break ground in the US and will initially deliver 1.6 gigawatts of solar power and 2 gigawatt hours of battery storage, enough to power more than 315,000 homes each year. Upon completion it will reach 2.5GW of solar and 2.9GWh of storage.”
Tyler Norris tweet media
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Chrispy
Chrispy@RADHardTech·
@probzunknown Jam resistant L band GPS alternative. This will guaranteed be a layer in the PACE architecture for military PNT systems. Primary, alternative, contingent, emergency. Completely changes the tables on GPS vulnerabilities.
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Unknown 🦛
Unknown 🦛@probzunknown·
@RADHardTech I need to look more into this. I admittedly haven’t done enough due diligence beyond some surface level analysis
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Dave G
Dave G@daveginvesting·
Definitely an extra coffee kind of day today. Over the past week baby has decided that sleeping for over 2hrs at a time is just not for her.
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Chrispy
Chrispy@RADHardTech·
SMRs are great for localized energy, but hydrocarbons run the roost for transportable energy density. Clear telegraphing of the move. Fuel production and transport is how you go from a static stationary energy production asset to a global market place, or military logistics cheat code. Wonder if @CJHandmer is helping @isaiah_p_taylor cook up something for the second act of Valar? I mean data centers are cool, but if you have modular nuclear power, scalable complex hydrocarbon production, you’re not another barnacle on the AI data center boat, you’re putting together a stealth armada. We need @HerthaMetals in this Thanos glove.
Isaiah Taylor - making nuclear reactors@isaiah_p_taylor

There is no escaping jet fuel It is truly the pinnacle of chemistry, the best thing to come from the periodic table yet Nobody has yet faced the carbon single bond chain and won

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Chrispy
Chrispy@RADHardTech·
$RKLB $IRDM
GIF
Space Investor@SpaceInvestor_D

$RKLB / $IRDM: Iridium today announced the commercial availability of the Iridium PNT ASIC, a first-to-market chip designed to help protect GPS- and GNSS-dependent devices from jamming, spoofing, and other growing threats. "The market response to the Iridium PNT ASIC has reinforced what we're hearing from customers around the world: assured PNT is becoming an essential capability across critical industries," said Dr. Michael O'Connor, executive vice president, PNT, Iridium. "With commercial availability, we're enabling manufacturers to integrate trusted timing and location capabilities into smaller, more efficient designs, making assured PNT accessible to more applications than ever before."

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Gavin (Owner 67 Designs)
Gavin (Owner 67 Designs)@67Designs·
Much has been written today about the @Saronic Corsair "Kamikaze" mission in Iran, but for me the real game changer for naval warfare and high speed surface drones happened in the North Sea with the Royal Navy. A small 28ft high speed autonomous vessel was parachuted from 1,300ft into 8ft seas, cut itself lose and motored off to it's intended target. Pushing this drone out of an aircraft changes the game. autonocion.com/us/drone-boat-…
Gavin (Owner 67 Designs) tweet mediaGavin (Owner 67 Designs) tweet media
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Space Investor
Space Investor@SpaceInvestor_D·
$LUNR: Good news for Intuitive Machines...
Space Investor tweet media
Space Investor@SpaceInvestor_D

$LHX: L3Harris has received a contract from the U.S. Space Force’s Space Development Agency (SDA) to produce 18 Accelerated Missile Defense Tranche 3 (AMDT3) satellites to support the Golden Dome for America’s space-based capabilities. "L3Harris’ continued work in Indiana will deliver the next generation of space-based tracking capabilities that we need to protect the homeland and stay ahead of our adversaries," said Sen. Jim Banks, R-Ind. "This is exactly the kind of industrial investment that strengthens deterrence." These L3Harris satellites will enhance national security by detecting and tracking advanced missile threats.

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Keşfet

@DabsMalone @BastianelliLore @RKLBMan @Google @CC_Energy_ @probzunknown @daveginvesting @CJHandmer