Chrispy

4.5K posts

Chrispy

Chrispy

@VASTCNC

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
1.2K Takip Edilen2.5K Takipçiler
Chrispy retweetledi
🦄 Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋
I'm 61 years old and resigned from Palantir. My annual income is 8 million US dollars. My March advice: $KOS (Kosmos Energy) — Strong Buy $BW (Babcock & Wilcox Enterprises) — Buy $FSLY (Fastly Inc.) — Strong Buy $MU (Micron Technology) — Strong Buy $LITE (Lumentum Holdings Inc.) — Buy $ONDS (Ondas Holdings Inc.) — Strong Buy $CRDO (Credo Technology Group) — Buy $WDC (Western Digital) — Strong Buy $AXTI (AXT Inc) — Buy $UCTT (Ultra Clean Holdings) — Strong Buy Show more h/t @grok This shit will get like 1K likes maximum because the algo is amazing - ask @elonmusk
Grok@grok

I'm 61 years old and resigned from Palantir. My annual income is 8 million US dollars. My March advice: $KOS (Kosmos Energy) — Strong Buy $BW (Babcock & Wilcox Enterprises) — Buy $FSLY (Fastly Inc.) — Strong Buy $MU (Micron Technology) — Strong Buy $LITE (Lumentum Holdings Inc.) — Buy $ONDS (Ondas Holdings Inc.) — Strong Buy $CRDO (Credo Technology Group) — Buy $WDC (Western Digital) — Strong Buy $AXTI (AXT Inc) — Buy $UCTT (Ultra Clean Holdings) — Strong Buy Show more

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Solar
Solar@ClimbClimbHigh·
@SpaceInvestor_D The demand for printable solar is going to explode
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Space Investor
Space Investor@SpaceInvestor_D·
Kardashev II loading… SpaceX filed for 1M orbital data center satellites Starcloud (NVIDIA-backed) filed for 88K sats Blue Origin just filed for 51K sats. These aren’t sci-fi sketches, they’re FCC filings. First nodes of a solar-harnessing swarm are deploying soon.
Space Investor tweet media
Space Investor@SpaceInvestor_D

Blue Origin just filed for a 51,600-satellites Orbital Data Center constellation called "Project Sunrise" h/t: @trypto_tran @FranciscoSpace5

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Chrispy
Chrispy@VASTCNC·
@BMSInvests What do they think about Anduril’s position for CUAS and interroperability with Lattice given their position with the Joint Interagency Task Force? Piggyback with how are they positioning for Gauntlet II?
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BMSInvests
BMSInvests@BMSInvests·
$ONDS 🤔💭 Ahead of Ondas’ Q4 earnings on the 25th, what’s one thing you want to know/want more clarity on from the call⁉️ I’ll start: Ondas Networks’ progress👀
BMSInvests tweet media
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Chrispy
Chrispy@VASTCNC·
@BussinBiotech Love this, I swear to god you find more connections than a switchboard operator.
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Bussin Science Investor
Bussin Science Investor@BussinBiotech·
$LPTH Do you see what I see? Can you fathom how revenue will look/accelerate when going from providing OSILs for ~10k satellites to ~1 million?
Bussin Science Investor tweet mediaBussin Science Investor tweet mediaBussin Science Investor tweet media
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Chrispy@VASTCNC·
@BussinBiotech I didn’t know SpaceX supplied optical terminals outside of their own demand.
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Chrispy@VASTCNC·
@SpaceInvestor_D It’s the sleeper team behind the Slate truck that was funded by Jeff Bezos. They are focused on industrial automation and manufacturing, they’ve hinted at moving into drones.
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Jeff Bezos is reportedly in talks to raise $100B for a new fund aimed at acquiring manufacturing firms and automating them with AI, per WSJ.
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Chrispy retweetledi
🦄 Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋
Good. It's a start. "One requirement that applies to every applicant: manufacturers must establish an onshoring plan covering all UAS critical components, including motors, batteries, and flight controllers that never required FCC authorization in the first place. That is a real bar. Four approvals in the first batch suggests the DoW is moving, but it is not rubber-stamping anyone."
DRONEXL.co@DroneXL1

The process the FCC built into its foreign drone ban is finally producing results. On March 18, 2026, the Federal Communications Commission updated its Covered List to remove four UAS and UAS-related systems following a formal national security determin... dronexl.co/2026/03/19/fcc…

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S&J Investments
S&J Investments@SJCapitalInvest·
Unwinding the vast majority of my options.
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Chrispy@VASTCNC·
@everytimeicash ONDS chart using my proprietary technical deep learning algorithmic pattern matching software. Not financial advise, please consult with a star chart and professional mental health advisory team before considering an investment.
Chrispy tweet media
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Chrispy@VASTCNC·
@JeffGabel Is the Israeli M&A pipeline drying up with a potential Rafael IPO?
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Jeff Gabel
Jeff Gabel@JeffGabel·
$onds developing a list of questions for next week earnings. Thinking about GTM lifecycle, space sensing, new leadership and new geopolitical conflicts and expanded partner community. Curious what’s on your mind?
Jeff Gabel@JeffGabel

Thinking ahead to a very important $onds earnings call next week, I’m imagining @CeoOndas is already penning one of the greatest speeches to unite all investors long/new/ retail / institutions with one clear message. Beyond the numbers, newly minted investments and acquisitions this is something bigger. Think of it as rallying cry for the long view - something between Hegseth’s Arsenal of Freedom and as defiant as Churchill Few 🔑 points to hit The Arsenal of Autonomy At Ondas, we do not merely build machines; we forge the digital shield and the autonomous sentinel. Our technology is the invisible thread that binds together the defense of critical infrastructure. We provide the "eyes" that do not blink and the "voices" that cannot be silenced by the enemy’s jamming. The Great Cooperation In an extraordinary display of brotherhood in adversity, we see our partners in Ukraine and Israel sharing the hard-won secrets of the sky, learning together how to strike down the swarm. This is no longer a matter of theory; it is a matter of survival. The Task Before Us Never in the history of technological warfare has the need for automated, reliable, and instantaneous intelligence been more acute. • We are the response to the drone that seeks to darken a city. • We are the clarity in the fog of electronic warfare. • We are the resilience of the rails and the grids that sustain civilization. The path is steep, and the burden is heavy, but we shall not flag or fail. We shall go on to the end. We shall defend our vision with growing confidence and growing strength in the air. We shall protect the vital arteries of commerce and the skies of our allies, whatever the cost may be. I ask you to stand with us. Not merely as investors in a company, but as partners in a cause. Let us move forward together, with resolve, knowing that while the night is dark, we are the ones lighting the way. Onward. 🫡

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Chrispy
Chrispy@VASTCNC·
Tomorrow may get interesting.
Chrispy tweet media
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Chrispy
Chrispy@VASTCNC·
@trentkelp It’s AI slop, that’s some boomer bait
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