Gitmo Capital

51 posts

Gitmo Capital

Gitmo Capital

@gitmocapital

Investor

Katılım Nisan 2025
591 Takip Edilen14 Takipçiler
Gitmo Capital retweetledi
International Energy Agency
Investment in next-generation geothermal has risen sharply – surging from $20 million globally in 2018 to over $2 billion last year. Our new commentary examines what’s driving this growth in financing – and what’s needed to keep up momentum 👉 iea.li/4afAQH1
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Jake Wujastyk
Jake Wujastyk@Jake__Wujastyk·
Drones are the future.
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Radiant
Radiant@RadiantNuclear·
Earlier today, @ENERGY approved our Preliminary Documented Safety Analysis (PDSA) – the first granted for a full-power test under the DOE's new authorization pathway. This keeps us on track for start up of our first reactor this summer at @INL’s new DOME facility! 🎉 The approval of our submission, which we call the DOE Authorization Request for Kaleidos (DARK), closes out the second of three nuclear safety document submissions in DOE’s new Authorization Pathway for Nuclear Facilities, paving the way towards reactor startup.
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Ripon Advance
Ripon Advance@RiponAdvance·
“Michigan is ready to lead the nation in drone innovation, testing, and manufacturing,” @RepMoolenaar said
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Glinert 🇺🇸 🏭
Glinert 🇺🇸 🏭@StevenGlinert·
Hot take: Japan has actually a good chance of competently replacing Taiwan as a second source for low node chips, if/when we inevitably lose Taiwan. Obviously, best if Arizona works, and I think it will, but Japan could augment that/act as a backup. First of all, this isn't, as the article puts forward, a TSMC clone like in Arizona. It's a company that is producing advanced node chips that has an ownership stake from TSMC. Therefore, while they're at 3nm now, they can more easily jump to 2nm without having the mothership's permission. More importantly, though, Japan and the US have about the same equipment ecosystem (Taiwan relies on the US and EU primarily for equipment). The thing is, Taiwan isn't that efficient. Japan is far better at manufacturing in general. Their TFP is somewhat higher than Taiwan's (though lower than Korea).
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Tom Disney
Tom Disney@tomdisney·
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National Laboratory of the Rockies
DOE and NLR just released five new geothermal heating and cooling case studies. From residential communities to college campuses, geothermal heat pumps can help lower energy costs and make buildings more comfortable. See where these systems are in use: bit.ly/4bx7ZjC
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Kevin Xu
Kevin Xu@kevinxu·
there's only one person to blame for your losses today:
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China Beige Book
China Beige Book@ChinaBeigeBook·
"Decades of offshoring printed circuit board (PCB) manufacturing caused US capacity to plummet from 30% of world supply in 2000 to only 4% today...This dependency on #China, where 60% of the world supply originates, creates a strategic vulnerability" circuitsassembly.com/ca/editorial/m…
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Water Tower Research LLC
Water Tower Research LLC@WTR_Research·
New WTR Small-Cap Spotlight Episode Ocean Power Technologies (NYSE: $OPTT) CEO Philipp Stratmann joins WTR's Tim Gerdeman and Peter Gastreich to discuss the company’s expanding role in maritime domain awareness for defense, energy, and research markets. Listen to the full episode to learn more about the new $5 million multi-buoy DHS deployment, defense opportunities at the maritime border, technology differentiation, and OPT’s growth strategy going into 2026 Podcast Platforms: pod.link/1693448305 Website: watertowerresearch.com/media-detail/2… $OPTT #OceanTech #DefenseTech #HomelandSecurity #AutonomousSystems #MaritimeSecurity #UncrewedSystems #EnergyTransition #SmallCaps #InvestorRelations #WaterTowerResearch @OceanPowerTech
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Redwood Materials
Redwood Materials@RedwoodMat·
Today we announce the final close of our Series E, bringing the round to $425M. We welcome @Google as a new investor, and thank Capricorn and @GoldmanSachs for their continued support. As AI, data centers, and electrification drive power demand, energy storage is essential infrastructure, and we’re scaling fast. redwoodmaterials.com/news/redwood-m…
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