Daniel Ackeret

@kylekuzma Kuz check out $AVAV for leading defense drone and laser weapon provider. Bucks in Six

Three things I’m underwriting hardest in 2026: -AI applied to industrial throughput. -autonomous defense + space robotics -clinical-stage biotech where AI compresses trial timelines. Everything else feels crowded

@ASWCTDoddFather $avav

Big news! We've selected 5 sites for our directed-energy counter-drone pilot. We’re accelerating lasers & microwaves and taking a huge step forward in defending our homeland and military installations from hostile drone threats.   See more here: war.gov/News/News-Stor…   Insomnia Adversariis Nostris

@CoffeeStocksGuy Great summary, couple additions: $AVAV makes the Titan RF system which is the detect and defeat hardware component within Axon’s Dedrone. $AVAV also makes the Locust directed energy CUAS system. Both Titan and Locust became part of AV through its acquisition of BlueHalo in 2025.

Unleash the lasers

@oyhsu Great summary of traditional manufacturing

Every day we need to be grateful for the greatest military in the world.

This flew over my house on the approach. God bless America and God bless Northrop Grumman

We’re in the home stretch. This is your last opportunity to create shareholder value.

@_JohnMaslin @VulcanElements @DeptofWar @CommerceGov @ReElementTech Huge congrats, John

I am honored to announce @VulcanElements' $1.4B partnership with @DeptofWar, @CommerceGov, and @ReElementTech to scale Vulcan Elements and ReElement Technologies’ 100% vertically-integrated, domestic rare earth magnet supply chain. Since its inception, Vulcan’s mission has been to build a domestic rare earth magnet solution that can propel the United States into the 21st century and enable the next era of American economic dynamism and national security. Now more than ever, we remain focused on execution and performance, so that we can deliver a capability that the nation urgently needs. To the United States Government, this is an honor and responsibility that we take very seriously. We will continue to stay laser-focused on delivering real results at a rapid pace. To Vulcan’s investors and partners, thank you for your continued support and commitment. We look forward to continuing to work together as we enter this next phase of the company. To Vulcan’s engineers and technicians, none of this would be possible without you. Organizations don’t do things, people do. You are the backbone of the company and I’m grateful for the opportunity to continue working hard on an important problem together.

P-51 Switchblade can’t hurt you…

@paulg @traestephens Huntsville Alabama is the missile capital. Not just of the US but of the world.

@traestephens Boston is the intellectual capital. Not just of the US but of the world.

There are only four tier-1 cities in the 🇺🇸: New York (finance) DC (government) San Francisco (tech) LA (media & entertainment) No other cities are power centers for aspirational talent. Sorry.

The closest Dominos to the Pentagon has surged in traffic as of 8:55pm ET

@zachpogrob Philly

Serious question: Is there anywhere in the US I can live where I can: - ride a horse to work in an office, park(?) the horse somewhere - run in hills/trails within 3mi of my home - have some element of a city I would like to do this for several months

@alexqarbuckle Nomar Garciaparra

There are some names that are perfect. They hum with a resonance that connects us to divine truths and heavenly energies. “Regis Philbin” for example

@zebulgar The Army Museum - Napoleon’s tomb and an insane collection of knight armor and cannons

good morning paris! i unexpectedly have an extra 30h here solo this weekend who has got tips on what to do, who to meet

the only way to make this website usable these days

@BucksRealm I’m so glad I flew home in 2021 to be in that crowd. Wisconsin sports break your heart year after year, but a few times a generation you get a chance to experience something incredible

Bury me in this footage for all of eternity

@ericmreiner Is this an April fools tweet?

@danackeret Anduril is not low cost at all. It’s a better product.

One of the most difficult parts of seed investing, Is that generally speaking, the largest outcomes arise from founders who simply say, We are going to do X thing with no *core* differentiator, just better: Wiz (PAN) Ramp (Brex/Amex) Anduril (Large Primes) Stripe (PayPal)

@tbpn @2112Power I gotta stand up for mbas who want to work in manufacturing man

@tbpn @2112Power The type of MBA who buys a factory is often a vet who’s looking for the sense of mission and ownership that they can’t find in the PE/consulting/tech paths. Not the suit types. I think most go in eyes wide open. But of course many still fail.

"Harvard MBAs can't just buy and run a factory" - @2112Power "It's a terrible idea. No one will respect you."