CapeMan

Thinking out loud on the internet.

[CapeMan @Capee_Man]

Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. - Warren Buffet

[CapeMan @Capee_Man]

$INFQ is one of nine government-selected quantum computing companies receiving funding from America’s $2 billion national quantum program, building neutral-atom quantum hardware that already works in real deployments for DARPA, NASA, and defense customers, with $443 million in cash providing 6 years of runway. Currently trading at post-catalyst prices after a 63% move that makes the entry timing the primary risk rather than the thesis quality.

[CapeMan @Capee_Man]

Most people have never heard of Momentus.

Here's who has:

→ DARPA
→ US Space Force
→ NASA
→ SpaceWERX

All active contracts. Right now.

The company builds last-mile delivery vehicles for satellites in orbit.

Vigoride — their spacecraft — launches again September 1.

$76M in cash. Zero debt.

$MNTS

[CapeMan @Capee_Man]

A tiny Houston company just won 6 defense and space contracts in 15 days.

You've probably never heard of them.

$KULR Technology.

They build batteries for:
— US military drones
— NASA spacecraft
— Directed energy weapons
— AI data centers

NDAA-compliant. Made in Texas.
98% revenue growth last quarter.

Oh — they also hold 800 Bitcoin.

The Pentagon is spending $1.1 billion on drones.

Somebody has to power them.

[KULR Technology @KULRTech]

$KULR has entered into a prototype battery development and fabrication agreement with a U.S.-based defense drone manufacturer for UAVs and handheld controllers. As domestic drone production accelerates, safe, certifiable battery systems are becoming mission-critical.

KULR is proud to support the next generation of U.S. unmanned aviation.

https://t.co/QlTzyDccIP

#Drones #DefenseTech #UAV #BatteryTechnology

[i manage risk @i_manage_risk]

I wish i was this retarded, life would be easier

[CapeMan @Capee_Man]

$LAC — Lithium Americas.

Largest lithium reserve on earth. Located in Nevada.

Who's backing it:
→ US Department of Energy: $2.23B loan
→ General Motors: 38% equity stake
→ DOE: equity warrants in the project

1,800 workers on site.
95% engineering complete.

First production: late 2027.

No revenue today.
That changes in 18 months.

[CapeMan @Capee_Man]

$SYPR at $72M market cap is a defense electronics, space, subsea AI bandwidth, and LNG infrastructure platform with a $64-77M backlog, surging orders across all growth segments, and a struggling truck business that is masking everything else. Currently priced as if none of the backlog exists and the truck business is all there is.

[Mike @BlackScholesMan]

https://t.co/bRmNxlHfm1

[CapeMan @Capee_Man]

@GrindeOptions $Mara

[CapeMan @Capee_Man]

Mark your calendar.

August 12, 2026.
The US-China tariff pause expires.
The Fed faces stubborn inflation from an active war.

The weakest seasonal window of the year hits.

And the CAPE ratio is above 40x for only the 3rd time in history.
Coincidences don’t care about your portfolio.

[CapeMan @Capee_Man]

Three ALL-TIME records. Simultaneously. Right now.

→ Household equity allocation: 47.1%
→ Margin debt vs GDP: 4.09x
→ Market cap vs GDP (Buffett Indicator): 232%

None of these have ever been higher.
Not in 1929. Not in 1999. Not ever.

[CapeMan @Capee_Man]

Warren Buffett has been selling stocks for 14 straight quarters.

He now holds $397 BILLION in cash.
That’s not pessimism.
That’s preparation.

[CapeMan @Capee_Man]

The Nasdaq adjusted for money supply has only looked like this TWICE in 54 years.

Bull markets don’t die of old age.
They die of euphoria.
We have the most euphoric market in recorded history.

[CapeMan @Capee_Man]

One of the most addictive marketplace is TikTok the algorithm is CRAZY!

[CapeMan @Capee_Man]

@hearheed @ChifoiCristian So heading for bear?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US government announces a relief plan for Spirit Airlines customers and the company's 17,000 employees.

Details include:

1. United, Delta, JetBlue, and Southwest are all capping ticket prices specifically for Spirit customers who now need to rebook cancelled flights

2. American Airlines and Delta Air Lines are offering reduced fares on high-volume Spirit routes

3. Allegiant has committed to freezing fare prices across routes that overlap with Spirit, and Frontier is offering up to 50% off base fares until May 10th

4. Most major US carriers are extending travel pass benefits and spare jump seats to Spirit pilots, flight attendants, and other employees who need to return home

5. Major US carriers also offer Spirit team members preferential employment interviews

Spirit Airlines officially shuts down after 33 years.

[CapeMan @Capee_Man]

@primetateHQ @Cobratate Why throw a party if you know you gonna end up working. SMH

[B Trader @B_trader__]

POV: Trading in 2026 😂😂

[CapeMan @Capee_Man]

@oelma__ Broken marriage