Chrispy

Retail investor and deep tech nerd. my investments are my own and I share my DD freely. Not Financial Advice, manage your own book.

[Chrispy @RADHardTech]

Oct Detachment

[Chrispy @RADHardTech]

Going live. How about never bought a bitcoin?

https://t.co/bhOs8LUewr

[Chrispy @RADHardTech]

Kind of a big deal team up. Last I checked $SWMR was using motors from T-Motor, this could shift their supply chains. Bullish for $UMAC

[Brett Velicovich @TheDroneWarrior]

Want to know about the origin story of Powerus? It all started in Ukraine…

Check out the amazing EXCLUSIVE from @tectonicdefense @barratt_dewey @powerus_usa

https://t.co/VSeHj3cfZT

[Chrispy @RADHardTech]

@_Faraz @ADoricko @RainmakerCorp I take it you aren’t from here. Rainmaker hasn’t exactly amounted to anything.

[Space Investor @SpaceInvestor_D]

$RDW: JUST IN Redwire was awarded a $15,857,020 firm-fixed-price contract for procurement of eight Stalker Block 35 systems to provide organic reconnaissance, surveillance, and target acquisition capabilities for maneuver commanders.

h/t @RADHardTech 🙏

https://t.co/W0DSgAv8gf

[Sam Rubin @skrubin]

Lots of great opportunities ahead of us. Capital to continue fuelling our exponential growth and tap the great M&A opportunities we are seeing!
Exciting times, lots to do.

[Packy McCormick @packyM]

the drone motors version of that shipbuilding graph

[Chrispy @RADHardTech]

Thanks @blinkrsrch for the tip. I’m digging in now.

[Chrispy @RADHardTech]

My man @AlphaWolfTrding is always first.
$POCI

https://t.co/uAY1iUfw8u

[Chrispy @RADHardTech]

When can we get @RocketLab !!!!! @MollySOShea it’s necessary!!!!

[Molly O’Shea @MollySOShea]

If you listened to the interview you already know what’s coming next..

Excited for something special tm 👀

[Chrispy @RADHardTech]

Professor Probz out there digging. If you’re not following him for $AREC angles, you’re wasting your time on lesser guys like me.

[Unknown 🦛 @probzunknown]

$AREC: The Mitsubishi Materials deal and investment might be bigger and more important than I originally thought.

I’m currently reading through MMC’s corporate filings and docs and found a critical angle.

Will share when I wrap up 😈

[Teddy Blank @teddypowday]

Your CEO should be strong.

Your CTO should be wise.

Your COO should be wicked, cunning, of mysterious origins, fluent in the dark arts, blurry in pictures,

[Anp🅰️nman @spacanpanman]

@DGretta_Author You forget all the debt Canadian Solar has?

[AV @aerovironment]

Milestones at White Sands are signaling a shift from promise to production for laser weapons.

@SecArmy Dan Driscoll personally tested AV's LOCUST® Laser Weapon System at White Sands Missile Range, following the FAA and @DeptofWar signing a landmark agreement enabling counter-drone lasers to operate alongside civil aviation.

With safety frameworks in place and real-world testing underway, AV's VP of C-UAS Directed Energy John Garrity says the question has shifted from "Can we build it?" to "How fast can we field it?"

Senior Director of Business Development Aaron Westman breaks down what this means for directed energy and counter-UAS at scale.

Read more: https://t.co/S8VIRDzmbQ

[TechCrunch @TechCrunch]

Ex-Anduril engineer raises $42M to build the Amazon of composite parts https://t.co/CxhCA2uIGv

[Chrispy @RADHardTech]

@Yeah_Dave This is why FLY is uninvestable for me.

[Space Investor @SpaceInvestor_D]

$VOYG: Via Astrobotic, Voyager will become a CLPS prime contractor.

Astrobotic was one of the original nine companies selected by NASA in November 2018 for the Commercial Lunar Payload Services (CLPS) program catalog.

This allows them to bid on task orders to fly NASA payloads to the lunar surface.

Later this year, Astrobotic’s Griffin Mission One (Griffin-1) will help demonstrate commercial lunar landing and mobility capabilities, deliver NASA and international partner payloads to the lunar South Pole region, and support the development of technologies needed for future surface operations on the Moon.

[Ksenia Moskalenko @kseniam0s]

FUNDING OPPORTUNITY: @DeptofWar just pre-released 40 new SBIR topics.

Key deadlines:
- Pre-release window open now
- Proposals due July 22 (most topics)
- Phase I: up to $305K
- Phase II: up to $1.25M

Topics span Army, Air Force, Navy, DHA, DLA.

Humanoid robots. Quantum cyber. Directed energy. AI-powered logistics. This is not your grandfather's defense contract.

No equity. No dilution. Just government funding if you can build what they need.

Apply at → https://t.co/jfaS2oxN9w

[Chrispy @RADHardTech]

This is why you don’t go all in on anything you get from AI unless you dig deeper.

In Jan of 2024 the stock went off a cliff, the reason is they spun off the specialty division into Syensqo. Which retained the rare earth separation.

Taking a position in Solvay would not have given exposure to the actual supply chain in digging into. Always do your own digging, and don’t blindly trust anyone, including me.

[Chrispy @RADHardTech]

This could be the sleeper in the magnet supply chains. NFA, dig for yourself. They supply input Sumarium oxides, amongst other inputs. I just came across them, so haven’t done any real DD aside from digging into Permag (private)

$SLVYY