Pop Culture, Infleqtion, Defense

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@TheLongInvest @CeoOndas Given you hate Israel, I would highly recommend against

Should I do an interview with @CeoOndas

@TheLongInvest Lmao growth stocks are supposed to be bought ahead of time 😂😂 If that’s your argument

$PLTR -6% today after a very impressive Earnings, so why is it down? Because the valuation is still high, even with this growth, it is still about 12 months ahead of where it should be.

@SigmaFemale1818 No Kratos ? @BlackScholesMan

$VOYG 🖇️ Anduril Anduril announces team for its Golden Dome space-based missile interceptor effort REUTERS 9:00 AM ET May-05-2026 ~ By Mike Stone WASHINGTON, May 5 (Reuters) - Defense technology company Anduril Industries on Tuesday announced its consortium to develop space-based interceptors for the U.S. Space Force, as part of the Trump administration's Golden Dome for America missile defense initiative. Unlike existing ground-based systems, the Space-Based Interceptor (SBI) program deploys weapons in orbit, enabling the U.S. military to engage and destroy threats earlier in their flight path, intercepting missiles sooner after launch. Anduril said its consortium includes Impulse Space, Inversion Space, K2 Space, Sandia National Laboratories, and Voyager Technologies (VOYG.NaE), bringing together commercial space startups and established research institutions to deliver what the company described as "affordable, scalable" interceptor solutions. The Department of Defense's Space Force has awarded 12 companies contracts to develop space-based missile defense interceptor systems worth up to a combined $3.2 billion. Other recipients include Northrop Grumman (NOC.NaE), RTX's Raytheon, SpaceX, and Lockheed Martin (LMT.NaE), among others. The U.S.'s "near-peer adversaries have invested in exotic, highly maneuverable vehicles, introducing considerable challenges to protecting the U.S. homeland," Gokul Subramanian, Anduril's senior vice president of engineering, said in a statement. The goal is to demonstrate an integrated interceptor capability within the Golden Dome architecture by around 2028, adding an orbital layer to U.S. homeland defense. Golden Dome, expected to cost $185 billion, plans to expand ground-based defenses such as interceptor missiles, sensors and command-and-control systems while adding space-based elements to detect, track and potentially counter incoming threats from orbit. Golden Dome's director, Space Force General Michael Guetlein, has previously identified the SBI program as the initiative's highest-risk element, citing scalability and affordability as the central challenges. He has said directed energy weapons and next-generation artificial intelligence represent the most promising technologies for driving down cost-per-kill. spacenews.com/anduril-teams-…

@BlackScholesMan If you don’t raise in this type of environment, and you have in this past (some CEO’s like to be conservative)… your screwed

$DRS - Another beat and a raise on the top/bottom line. Seeing a trend in defense tech land...

@AccesswireNews Here we go. @fundmyfund

$UMAC Unusual Machines Initiates $75M in Strategic Materials Purchases to Support Program-Driven Demand accessnewswire.com/newsroom/en/ae…

@BlackScholesMan Maybe the defense plays in the right sector and the right time might just all come back when they release good earnings $ktos

$TDG - performance against a *perceived* imploding commercial aviation segment. Haven't dug into the number yet. Busy morning on the earnings front!

@BlackScholesMan @cryptoendgamer You trim this much in a normal brokerage account or a roth?

Usually yes. All depends on conviction level really. Something like $LPTH I haven't trimmed at all as I think there is a path to the 30's over a couple YEARS. But most names a x2 would probably get a 70% trim and let the rest ride. Part of the reason why I have so many tickers in my port is because they compounded on me and just left the 30% ride. Sometimes those have done another x3.

I think the market is sleep walking on this Iran risk after an extended run. Raising some cash trimming beta. Also picked up some $ITA as it could catch a defense bid.

Someone always knows something.... great strength past week $infq

@SpaceInvestor_D The sharks are going to say no

Everyone is talking about Orbital Data Centers, but what about using the ocean to power data centers... Panthalassa, a renewable energy and ocean technology company, today announced $140 million in Series B financing led by Peter Thiel. He's joined by returning investors Founders Fund, Gigascale Capital, Lowercarbon Capital, Unless, and WovenEarth. "There are three sources of energy on the planet with tens of terawatts of new capacity potential: solar, nuclear, and the open ocean," said Garth Sheldon-Coulson, Co-Founder and CEO of Panthalassa. "We’ve built a technology platform that operates in the planet’s most energy-dense wave regions, far from shore, and turns that resource into reliable clean power. We’re now ready to build factories, deploy fleets, and provide a sustainable new source of energy for humanity."

@wolfejosh Mention quantum

Writing Lux's next quarterly letter... im weaving in Radiohead (everything in its right place), + The Roots (things fall apart) + Everything Everywhere all at Once (how LLMs train today) throw a cultural artifact/reference at me and i'll try to include it...

@atlasquantlabs What’s their fy25 revenue

$cyab I’m so early!!! I’ll post levels later!!!

@CeoOndas Eric - you need quantum positioning in your systems then your all set! @CeoOndas

Ondas Core + Strategic Growth plan is on track. We have made tremendous progress since we first outlined the strategy last July. Huge opportunities remain and we will sustain our execution momentum. 👊🏼 We share an update below 👇🏼

All eyes are on the gulf. 40% of u.s. combat in fleet is massed on the strait. The largest gathering of US combat assets since world war II. How will Iran respond?

@jacksdiningroom LIBC in Boca Raton… opened 6 months ago

I don’t know what it is, but only the tri state area has good bagels. For some reason the rest of the world just can’t make bagels, idk if it’s the water or what but someone’s gotta be able to make a good bagel outside the tri state. California is an exception, Layla bagels there is fire. I guess Montreal too. Thoughts?

@aphysicist Unusual Machines $UMAC

instead of starting another drone, robot, or defense company, pivot to making parts. it's a goldmine for smart people.

@BussinBiotech Thank you Mr.Bussin Wishing a happy and health May.. and also one that is full of next generation interceptors with BD cameras @skrubin

Gentlemen, I wish you all a very bussin May.

@TheLongInvest Its up 2% lol and futures are up

$NVO When it rains it pours. 🫡

@ShroomSleep @C_Angermayer @business @g0ingmad I work in banking lol

@TheMindTrailer @C_Angermayer @business @g0ingmad Sounds like Pop Culture is hinting to be recruited 🤔

This excellent @business article by @g0ingmad highlights the strong success of Spravato - well worth a read. As I mentioned previously in my blog x.com/C_Angermayer/s… Spravato is indeed paving the way for psychedelic therapies. However, it is too simplistic to generalize. I strongly believe that commercial viability will determine the winners. Efficacy alone is not enough. Delivery and duration drive scalability. In my view, @ataibeckley's two lead assets - BPL-003 (5-MeO-DMT) and VLS-01 (DMT) - fit perfectly within the ~2-hour Spravato treatment window, with patient-friendly intranasal or buccal delivery. Importantly, they also could have the potential to outperform on both efficacy and the number of required treatment sessions. $ATAI