Vick H

AI infra (optics, power, neocloud), Autonomous Defense, and beaten down consumer stocks.

[Vick H @purpledorple]

@StormDirac Hi Anders, do you think this is a net negative for smaller players like SIVE and AAOI if the big optical guys are locking up InP substrate capacity? How will smaller players get their necessary InP substrates to scale production?

[Vick H @purpledorple]

@JPINVESTS23 @skgoodwin23 @grok @grok how about $NBIS compared to $IREN?

[Vick H @purpledorple]

@aleabitoreddit Isn’t this bearish for $AAOI and $SIVE if InP substrates are getting locked up, effectively preventing AAOI and SIVE from scaling up production?

[Vick H @purpledorple]

@aleabitoreddit @wz2013 Isn’t this bearish for $AAOI and $SIVE if InP substrates are getting locked up, effectively preventing AAOI and SIVE from scaling up production?

[Vick H @purpledorple]

@spacanpanman Hey @spacanpanman , wasn’t their proforma 2025 combined revenue around $350 million to $370 million? If 2026 EOY guided $290 to $320 million which optically looks lower but thats because they only counted Kraken standalone for first half of 2026, correct?

[Vick H @purpledorple]

@aleabitoreddit @charahim9494 what do you think of this?

[Vick H @purpledorple]

@Omercheema @charahim9494 Would love to hear your technical opinion on $SIVE as well @charahim9494 !

[Anp🅰️nman @spacanpanman]

$KRKNF $PNG.V: Let the consolidation speculation being. Kraken Robotics would be a highly attractive aquisition target for companies looking for UUV exposure.

Safran Is Said to Study Deal for French Sea-Drone Maker Exail

By Ruth David and Dinesh Nair

(Bloomberg) -- Safran SA is studying a potential acquisition of Exail Technologies SA, a French maker of mine-destroying sea drones, according to people familiar with the matter.Safran is at the early stages of evaluating a possible takeover, the people said, asking not to be identified discussing confidential matters. Exail last traded at €101.50, valuing it at €1.6 billion ($1.8 billion). The company could also attract interest from other French defense firms, the people said.

No final decision has been made and there’s no certainty that the deliberations will lead to a deal, the people said. A representative for Safran declined to comment, while representatives for Exail didn’t immediately respond.Safran is considering making a move on Exail at a time when the company says it’s seeing huge demand for its demining systems because of the war in the Middle East and the mining of the Strait of Hormuz. Paris-based Safran makes jet engines and other aircraft components as well as defense products including navigation systems.

The firm competes in submarine drones with bigger conglomerates such as France’s Thales SA, Sweden’s Saab AB, and Norway’s Kongsberg Gruppen ASA.

Members of the Gorgé family, including Chief Executive Officer Raphaël Gorgé, own 41% of Exail’s shares and have 56% of the voting rights, according to a March statement. The family holding company sold €75.6 million of stock at €126 a share in March after the price soared.

Exail’s stock climbed to almost €150 after the war broke out. It’s since slumped amid a dispute between the company and a key investor over Exail’s valuation.

The company said this month that discussions over buying back bonds and preferred shares owned by ICG Plc, a UK investment firm, had left the parties with different views of what the company is worth. Exail is negotiating ICG’s exit as a financial partner as it pursues bank refinancing by the end of the year.

Exail shares really began to take off thanks to an order of about €400 million early last year for mine-hunting drones from an unnamed navy.

[Vick H @purpledorple]

@StockSavvyShay Hi @StockSavvyShay , could you explain your rationale as to why you don’t think SpaceX will threaten ASTS’ lunch longer term? It seems natural for then to vertically integrate eventually and price out $ASTS

[Vick H @purpledorple]

@babyfolio Could you explain your rationale? Thank you!

[Vick H @purpledorple]

@daniel_koss @spacanpanman @spacanpanman you too anpanman! Thanks guys 🙏🏼

[Vick H @purpledorple]

@daniel_koss @spacanpanman How is it a stupid reason if the long term risk is that spacex vertically integrates and makes ASTS obsolete (or very low margin)? Genuinely curious as over half of a stocks value comes from its terminal value.

[Vick H @purpledorple]

@daniel_koss @spacanpanman @daniel_koss sincerely want to know your reasoning here Daniel! I’m long kraken with you from the 200SMA.

[Vick H @purpledorple]

@ChairmansLedger @retail_mourinho LOL