titan
334 posts

titan
@MasterScaler91
Build or die (dont die) $RKLB $VST $NBIS $NVTS $MU



$KULR is one of the most misunderstood stocks and a stock that has one of the most significant upsides. Market thinks it's a $BTC miner when they are a battery engineering company and now expanding in to manufacturing. This transition began in 2025 and means instead of earning fees off of engineering, they can now make additional money off production of their engineered designs perpetually. Plus pretty much every article on Seeking Alpha talks about it as a $BTC miner (see image). Why that's bullish though - their $BTC + cash is basically equivalent to their MC. They're also down a lot from their $BTC average purchase which is why it's overlooked. So the battery company is basically free based on current valuation and $BTC holdings and cash. $130.3 mil MC vs $101.3 mil $BTC + cash. Battery business is valued at $29 mil. This means the battery business is trading at 1.8x 2025 revenues once you take out $BTC + cash. Plus the market hasn't priced in recent contract wins and expansion of their production capabilities either. They also likely have ties to SpaceX. Though this hasn't been confirmed, it can be narrowed down based on language in previous press releases. This misunderstanding coupled with the recent additions to their board of directions creates a turnaround opportunity in a sector that is set to expand tremendously in the coming years.










Intel's Crescent Island PCB Leaks, Showing a Massive Xe3P GPU, 16-Pin Connector, 160GB LPDDR5X as Intel Sidesteps the HBM Shortage wccftech.com/intel-crescent… wccftech.com/intel-crescent…








🛩️ I went looking for every aircraft connected to Merlin Labs ($MRLN), the autonomous flight company, using only public data. Here is what turned up. 🧵 1/ The KC-135 the Air Force didn't name Merlin and Sierra Nevada Corp tested their autonomy system on a US Air Force KC-135 tanker with the 171st Air Refueling Wing in Pittsburgh. The Air Force put out six official photos of it and left the tail number off every single one. It is 59-1460, a tanker that carries the name "Classic Iron." The photo below is the Air Force's own. It shows the Merlin avionics data box being carried right up to that jet's door, with "1460" painted on the nose. I then matched it in historical ADS-B archives under broadcast hex ae0596, flying out of Pittsburgh through the 2024 test window. 2/ The host fleet The 171st ARW operates roughly 16 KC-135T tankers. I confirmed 8 of them by the real ICAO hex codes pulled straight from their broadcast data. That is the pool the test program drew from. On the C-130J: Merlin has a 105 million dollar USSOCOM contract to automate it, but there is no aircraft to find yet. That program has not flown. First flight is targeted for late 2026, so anyone naming a C-130J tail today is just guessing. 3/ Merlin's own aircraft Merlin Labs owns five aircraft. In the US, under Merlin Labs Inc: - N208B, a Cessna 208B Grand Caravan nicknamed "Big Red." It is the main FAA certification testbed, based at Quonset State Airport in Rhode Island. - N506DB, a Burton Long-EZ. An experimental R&D platform in Mojave, California. In New Zealand, under Merlin Labs NZ Ltd: - ZK-MLN, a Cessna 208B. The New Zealand certification testbed. - ZK-MLO, a Cessna 208B Super Cargomaster. It does both testing and paid charter work. - ZK-MLP, a Cessna TU206F. Lightly used. 4/ The flight data I pulled raw historical ADS-B archives for the New Zealand testbed, ZK-MLN. It flew 17 sorties across 5 sampled days between April 29 and May 13, 2026. Two to five flights a day, most of them short. Those short flights are takeoff and landing circuits, which is the standard rhythm of an active certification campaign. ZK-MLO flew long legs of 90 to 175 minutes over the same window, which looks like charter and transit work. 5/ Bottom line This is one company's aircraft footprint rebuilt from public registries, Air Force photos, and raw ADS-B archives: five owned aircraft and one identified military testbed. The New Zealand certification flying is active right now. The big event ahead is the C-130J first flight, expected around late 2026. Sources: FAA and New Zealand CAA registries, USAF DVIDS imagery (public domain), adsb.lol historical ADS-B archives, airplanes.live. Public data only. Not investment advice.


🛩️ I went looking for every aircraft connected to Merlin Labs ($MRLN), the autonomous flight company, using only public data. Here is what turned up. 🧵 1/ The KC-135 the Air Force didn't name Merlin and Sierra Nevada Corp tested their autonomy system on a US Air Force KC-135 tanker with the 171st Air Refueling Wing in Pittsburgh. The Air Force put out six official photos of it and left the tail number off every single one. It is 59-1460, a tanker that carries the name "Classic Iron." The photo below is the Air Force's own. It shows the Merlin avionics data box being carried right up to that jet's door, with "1460" painted on the nose. I then matched it in historical ADS-B archives under broadcast hex ae0596, flying out of Pittsburgh through the 2024 test window. 2/ The host fleet The 171st ARW operates roughly 16 KC-135T tankers. I confirmed 8 of them by the real ICAO hex codes pulled straight from their broadcast data. That is the pool the test program drew from. On the C-130J: Merlin has a 105 million dollar USSOCOM contract to automate it, but there is no aircraft to find yet. That program has not flown. First flight is targeted for late 2026, so anyone naming a C-130J tail today is just guessing. 3/ Merlin's own aircraft Merlin Labs owns five aircraft. In the US, under Merlin Labs Inc: - N208B, a Cessna 208B Grand Caravan nicknamed "Big Red." It is the main FAA certification testbed, based at Quonset State Airport in Rhode Island. - N506DB, a Burton Long-EZ. An experimental R&D platform in Mojave, California. In New Zealand, under Merlin Labs NZ Ltd: - ZK-MLN, a Cessna 208B. The New Zealand certification testbed. - ZK-MLO, a Cessna 208B Super Cargomaster. It does both testing and paid charter work. - ZK-MLP, a Cessna TU206F. Lightly used. 4/ The flight data I pulled raw historical ADS-B archives for the New Zealand testbed, ZK-MLN. It flew 17 sorties across 5 sampled days between April 29 and May 13, 2026. Two to five flights a day, most of them short. Those short flights are takeoff and landing circuits, which is the standard rhythm of an active certification campaign. ZK-MLO flew long legs of 90 to 175 minutes over the same window, which looks like charter and transit work. 5/ Bottom line This is one company's aircraft footprint rebuilt from public registries, Air Force photos, and raw ADS-B archives: five owned aircraft and one identified military testbed. The New Zealand certification flying is active right now. The big event ahead is the C-130J first flight, expected around late 2026. Sources: FAA and New Zealand CAA registries, USAF DVIDS imagery (public domain), adsb.lol historical ADS-B archives, airplanes.live. Public data only. Not investment advice.



🛩️ I went looking for every aircraft connected to Merlin Labs ($MRLN), the autonomous flight company, using only public data. Here is what turned up. 🧵 1/ The KC-135 the Air Force didn't name Merlin and Sierra Nevada Corp tested their autonomy system on a US Air Force KC-135 tanker with the 171st Air Refueling Wing in Pittsburgh. The Air Force put out six official photos of it and left the tail number off every single one. It is 59-1460, a tanker that carries the name "Classic Iron." The photo below is the Air Force's own. It shows the Merlin avionics data box being carried right up to that jet's door, with "1460" painted on the nose. I then matched it in historical ADS-B archives under broadcast hex ae0596, flying out of Pittsburgh through the 2024 test window. 2/ The host fleet The 171st ARW operates roughly 16 KC-135T tankers. I confirmed 8 of them by the real ICAO hex codes pulled straight from their broadcast data. That is the pool the test program drew from. On the C-130J: Merlin has a 105 million dollar USSOCOM contract to automate it, but there is no aircraft to find yet. That program has not flown. First flight is targeted for late 2026, so anyone naming a C-130J tail today is just guessing. 3/ Merlin's own aircraft Merlin Labs owns five aircraft. In the US, under Merlin Labs Inc: - N208B, a Cessna 208B Grand Caravan nicknamed "Big Red." It is the main FAA certification testbed, based at Quonset State Airport in Rhode Island. - N506DB, a Burton Long-EZ. An experimental R&D platform in Mojave, California. In New Zealand, under Merlin Labs NZ Ltd: - ZK-MLN, a Cessna 208B. The New Zealand certification testbed. - ZK-MLO, a Cessna 208B Super Cargomaster. It does both testing and paid charter work. - ZK-MLP, a Cessna TU206F. Lightly used. 4/ The flight data I pulled raw historical ADS-B archives for the New Zealand testbed, ZK-MLN. It flew 17 sorties across 5 sampled days between April 29 and May 13, 2026. Two to five flights a day, most of them short. Those short flights are takeoff and landing circuits, which is the standard rhythm of an active certification campaign. ZK-MLO flew long legs of 90 to 175 minutes over the same window, which looks like charter and transit work. 5/ Bottom line This is one company's aircraft footprint rebuilt from public registries, Air Force photos, and raw ADS-B archives: five owned aircraft and one identified military testbed. The New Zealand certification flying is active right now. The big event ahead is the C-130J first flight, expected around late 2026. Sources: FAA and New Zealand CAA registries, USAF DVIDS imagery (public domain), adsb.lol historical ADS-B archives, airplanes.live. Public data only. Not investment advice.







