α

alpha lives at the edge

[α @alpha3dge]

choose the most empowering narrative for your life story

[α @alpha3dge]

'all it took it was patience...'

[α @alpha3dge]

@BlackScholesMan just nice to finally hear some confirmation from the Army’s side of things. should be any day now

[α @alpha3dge]

Lieutenant General Frank Lozano discussing on going negotiations of E-HEL contract with $AVAV

[α @alpha3dge]

what happened last time? $AVAV

[TrendSpider @TrendSpider]

AeroVironment $AVAV sitting below its 200 weekly SMA for just the 2nd time in the past 4 years 🌶️

[α @alpha3dge]

@BlackScholesMan relative strength today was very encouraging

price upgrade + this + E-HEL coming soon, think we might’ve found our footing

[α @alpha3dge]

@aerovironment @CDicksteinDC this is great, can you pls announce the E-HEL contract

[α @alpha3dge]

@DannyCGallo the fact that we are green in a sea of red is so encouraging

[α @alpha3dge]

Lieutenant General Frank Lozano discussing on going negotiations of E-HEL contract with $AVAV

[α @alpha3dge]

E-HEL contract news should be here soon $AVAV

[α @alpha3dge]

E-HEL contract news should be here soon $AVAV

[α @alpha3dge]

let’s hope we can get this announced sooner than later. bullish $AVAV

[α @alpha3dge]

let’s hope we can get this announced sooner than later. bullish $AVAV

[Defense Daily @DefenseDaily]

From @MBeinart22: Army Negotiating With AV On Enduring-High Energy Laser Contract, Lozano Says - Defense Daily https://t.co/bqveI0slVR

[α @alpha3dge]

while drone/defense stocks continue to violently sell off… here’s a gentle reminder that DoW has about $150B (realistically closer to $100B now) worth of funds that need to be used by Sept. 30th or else they are subject to an 8.3% sequester. Expect many more contract announcements coming soon $AVAV $KTOS $UMAC $LMT $RTX $LHX $RCAT

[α @alpha3dge]

the compounding effect of one minor positive change in your life is unfathomable

[α @alpha3dge]

@Wild_Bill32 I would argue they don’t even need the SCAR contract (although it would be nice). I think if they can just land the E-HEL contract they will be gravy

Goes without saying but this selloff is insanely overdone

[α @alpha3dge]

if the launch providers are ‘now’ then I’d certainly hope to see more announcements from $ASTS about securing more launch capacity. I have no doubt in their ability to manufacture sats but I think that securing launch is the rate limiting factor and the reality of the situation is its still a question mark

[α @alpha3dge]

@techinvestoor @BlackScholesMan the more important thing to ask is: when will all of this be viable? and will $SPCX & others close the gap between now & then?

[α @alpha3dge]

@Vmaxpax @jawnzilla insanely frustrating and difficult to explain price action right now… just feels like capitulation before ‘the move’ or maybe in denial

[α @alpha3dge]

@aerovironment all we need is a $3B E-HEL contract pls

[α @alpha3dge]

@jawnzilla @YungAds_ have to think space/defense will catch a bid here soon… especially with all the funds that must be used by Oct. 1 deadline

may be slow to get awards out due to DOGE as @BlackScholesMan has mentioned but do think they will start picking up steam soon

[α @alpha3dge]

@fundmyfund @BlackScholesMan so many of these will look obvious in hindsight once they start moving