Chrispy
5.2K posts
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
1.4K Takip Edilen3.1K Takipçiler
@RADHardTech @evansall cool beans!
What is your Q2 then
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Austin is on all the same stocks I am on at Needham
$UMAC up to $22 PPS
I think that is pricey myself "for now" but I'll take it
He has taken their revenue "up" to $40M. I imagine he is the highest on the street now as most of these guys had them at $25-$30M for 2026.
I have been at $70M for 2026 since January for reference - we will see who is right in time. I know my # sounds ludicrous.
Hardik Shah@AIStockSavvy
$UMAC | 𝐔𝐧𝐮𝐬𝐮𝐚𝐥 𝐌𝐚𝐜𝐡𝐢𝐧𝐞𝐬: Needham maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟐𝟐 Analyst sees strong execution and rising U.S. drone demand accelerating growth outlook.
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@JeffGabel @WorldViewSpace I’m thinking dark fleets and sanctioned oil.
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$ONDS can’t stop thinking about the market for maritime ISR - how much this segment will grow under @WorldViewSpace and what it means for illegal fishing operations. Especially areas who have been pillaged by foreign influence
From the Gulf of Guinea to the Galapagos and Indonesia, billions in sovereign revenue are being siphoned by dark fleets. Maritime security has evolved, it’s no longer just about subsea cable sabotage or mapping; it’s about persistent, wide-area domain awareness.
The TAM for layered ISR is officially enormous. 🌍⚓️
perishablenews.com/seafood/the-ca….
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Chrispy retweetledi
Any of my reindustrialization friends with a sheet metal factory want to help onshore printer manufacturing?
Josef Prusa@josefprusa
Right now CORE Ones we make in USA have already locally sourced packaging, fasteners and printed parts. Next in line is sheet metal but currently the best offer we got is 2,5x the cost we have in Europe. Happy to get tips for east coast suppliers but we can have larger radius as we have train dock in the factory. But both EU and USA machines are already TAA Compliant. If anyone wants to take a look and help us build the supply chain for fully made in USA printer full cad is here printables.com/model/1520471-…
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Chrispy retweetledi
Chrispy retweetledi
👀 The Pentagon team has said it’s got $200 billion in financing capacity over the next three years. $MP $USAR $ALOY
👀 The administration aims to be able to produce enough magnets to cover half the world’s demand by 2030.
cek@cekdrew
BLOOMERG: Pentagon’s ‘Deal Team Six’ Aims to Challenge China’s Grip on Rare Earth Power $MP $USAR $UAMY $UUUU From an office a few blocks from the White House, a group of former Wall Streeters is at the forefront of the Pentagon’s plan to crack China’s critical-minerals stranglehold. Their goal is to create an independent source for the rare earth elements and magnets used in everything from microwave ovens to missiles. They want to prevent a repeat of last year, when President Donald Trump was forced to back down in his trade war after China cut off supplies. The Pentagon group is known internally as “Deal Team Six” in a half-joking reference to the Navy’s elite special missions unit, Seal Team Six. It’s racing to put together creative deals with billions of dollars in equity stakes, long-term price floors, purchase commitments, loans and other financial tools. “We’re at a five-alarm fire stage,” said Rush Doshi, who was China director at the National Security Council during the Biden administration. “There’s a sense that we don’t have time to ask if it would have been better if we did this with a pure market-mechanism method instead.” Challenging China’s grip on the business — something Beijing spent decades building — has long been a US goal, but results were sparse. Even the most optimistic forecasts of the new Pentagon team suggest it will take at least until the end of the decade for US production to ramp up. The aggressive dealmaking drive is a departure from the past decade, in which the US focused on limiting exports to China, blocking its deals in the US and prosecuting its spies and hackers. The Pentagon team, officially called the Economic Defense Unit, also plans to apply its new approach to vulnerabilities like undersea data cables and chemicals needed to make medications. Some industry officials warn that the Pentagon’s rush to do deals has led it to back unproven companies and overlook potential conflicts of interest. They say that the goals are unrealistic and that the government approach encourages companies to exaggerate their capabilities to get funding. The Trump administration “practically shouts from the rooftops that its decisions will be made for financial gain, rather than to create independent supply chains,” said Derek Scissors, a senior fellow at the conservative American Enterprise Institute. The Pentagon denies that. “The War Department maintains strict impartiality, prioritizing solutions that directly benefit the warfighter,” spokesman Sean Parnell said. “We employ a rigorous vetting process for all prospective partners, ensuring every company delivers on its promised capabilities and marketed claims.” The Pentagon team has said it’s got $200 billion in financing capacity over the next three years. Still, questions remain about how the dealmaking fits with laws on government investments. “Little law currently exists” to govern the spurt of equity deals in particular, Senator Roger Wicker, the Mississippi Republican who chairs the Senate Armed Services Committee, said at a hearing in February. He called for more coordination with Congress. Though used in small quantities, rare earths are critical to as much as $1.2 trillion in value-added production, according to Bloomberg Economics. The administration aims to be able to produce enough magnets to cover half the world’s demand by 2030. China produced 94% of rare earth magnets in 2024, according to the International Energy Agency. bloomberg.com/news/articles/…
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Question.
When you get a X-bagger stock, are you basing it on the lowest cost basis buy you had? Or your total position cost basis?
For example, if a stock is $100 today and you bought at $10 but average $50 - is it a 10 bagger or a 2X?
A W is a W either way and this is a vanity thing but I'm curious how people perceive this.
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I concur, slip to 33% gross margins while adding enough employees to create a bathroom bottleneck? This team builds. La Quinta budget, Waldorf delivery. $UMAC team under @evansall remains excellent stewards of capital.
Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋@fundmyfund
$UMAC $8.1M revenue blew my estimate out of the water niiice +296% YoY, 65% sequential They posted a big profit but that is not due to operations primarily but due to their shrewd investments. But still profitable even without that. Wow. Shocker there. Gross margins 33%!!!! wow I was thinking low 20s Nice sandbag @evansall UNDERPROMISE AND OVERDELIVER Monster quarter - GM way above expected, and profitable ALREADY And the real revenue hasn't even started coming in This beat every metric I had and I am 10x as aggressive as any analyst on the street Amazing job crew! unusualmachines.com/press-release/…
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@josefprusa @AzzyDesignWorks @PrintedSolid @PrintedSolid has so much room for activities. Maybe it’s time for some big boy lasers and presses?
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Right now CORE Ones we make in USA have already locally sourced packaging, fasteners and printed parts. Next in line is sheet metal but currently the best offer we got is 2,5x the cost we have in Europe. Happy to get tips for east coast suppliers but we can have larger radius as we have train dock in the factory. But both EU and USA machines are already TAA Compliant. If anyone wants to take a look and help us build the supply chain for fully made in USA printer full cad is here printables.com/model/1520471-…
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While I would rather run a full USA made printer, I've got family history in Czechia, so thats a bonus. The recent PrUSA push with @PrintedSolid helps.
Azzys Design Works@AzzyDesignWorks
Overall cost of ownership, which puts an emphasis on after sale support. And not just tech support, availability of parts. Ive bought too many printers that took weeks to resolve an issue with a in box part, or something that failed under normal use a month or 2 in. Paying email tag with the other side of the planet sucks, and a replacement piece that takes 2 weeks to get here is the worst. Prusa has been the exception when it comes down to machines. I have several suppliers I can get parts in days, including Printed Solid which is their US branch. Their chat support is remarkably patient and thorough, and more importantly... available. last time I used their support was for an issue I had with a Mk3S. A printer they havent sold in years. That I bought used. Its a good reason to continue to use their machines. The extra price comes with service, quality, and I know they have a well paid team. Plus, I can use their machines without a client worrying about IP issues.
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@LukesLaboratory @Mojee3d @Prusa3D It’s almost like we need a DFM optimized US made stamped metal and aerogel insulated competitor to come out of left field and shake up the market…
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You're missing an option in your poll - "Machine doesn't match needs, plus too expensive for reduced capabilities"
I'd love to have the use case for them, but if their competition allows for actual ACH & better meltzones that means that even if they were price competitive its a significant issue to buy the worse product, especially since qidi exists with far better local control.
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Why don't you own a @Prusa3D 3D Printer?
Maybe I'm wrong about my statement regarding an $899 Prusa being something people would want.
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@TheNewMoney_app There goes @RADHardTech again rolling his $RKLB monies
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$51,906 of $UMAC $19.5 calls were just purchased at $0.35 per contract.
Expiring May 22, 2026.
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Chrispy retweetledi
Chrispy retweetledi
Chrispy retweetledi
@CATIAManikin @stonderlor64239 This is some Cixin Liu stuff right here
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I just realized why all of my FEA models are trash:
I’m the target of a sophisticated and sustained cyber-physical sabotage campaign attributable only to a nation-state adversary with near unlimited resources
hanlon’s mortola razr@rhizomaticthot
the fast16 malware was almost certainly targeting spherical implosion simulations. left: unmodified LS-DYNA 970 right: LS-DYNA 970 modified with the relevant portions of fast16.sys both running a spherical implosion deck
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Chrispy retweetledi
Hopefully someone knows something $UMAC 😅
Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋@fundmyfund
$UMAC emerged from a base yesterday which is nice But it will be moot in 6 hours as news > charts We will see how it goes
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Chrispy retweetledi
@CooperZurad is making dope tech. 4 axis wire EDM unlocks a lot of interesting tooling potential for presses and stamping, on your desk.
Rack Robotics@RackRobotics
The Betta Wire is shipping soon! We're pleased to reveal the success of the first 4-axis, desktop, wire EDM machine. It sure has been a while, but good things come to those who wait! This video includes a full 4-axis cut in 19mm, 6000-series aluminum. Full blog post below 👇
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