Sy Browning

Mechanical Engineer, Innovator, Investor

[Sy Browning @sbrowning43]

@endless_frank Don’t lose till you sell

[Sy Browning @sbrowning43]

@johnnysinsssw @thekookreport They posted the spectrum was for D2D yesterday in their tweet and said they’re standing up a D2D team

[Sy Browning @sbrowning43]

@aakashgupta The Apollo laser experiment was run out of McDonald’s Observatory in Texas. New Mexico test were much later

[Sy Browning @sbrowning43]

@thekookreport @LuckyStuey Pretty crazy a company with such solid tech got so close to the edge. Prime example of the potential negative outcomes of short selling. A few ppl would make a penny to lesson US excellence and global development

[Sy Browning @sbrowning43]

@Defiantclient2 @SpaceInvestor_D @AST_SpaceMobile What about economics? Nat gas in the Permian is almost free

[Sy Browning @sbrowning43]

@FabAIQuantum @spacanpanman Short term spike, long term lower

[Sy Browning @sbrowning43]

@spacanpanman Feels like adding a TAM right before an IPO that know one really understands or even really talked about until a month ago to boost value in companies that may already be overvalued

[Sy Browning @sbrowning43]

@thekookreport 187.5x EV/EBITDA. Damn space is sexy

[Sy Browning @sbrowning43]

@shortgravitycap What sold me on the company early on. Logical approach to a complex problem.

[Sy Browning @sbrowning43]

@shortgravitycap Was the first sign that these guys were practical and logically in their engineering approach. Sold me.

[Sy Browning @sbrowning43]

@johhnyWalkerAZ You don’t win or lose till you sell

[Anduril Appreciator @A1Anduril]

Anduril Founder @PalmerLuckey on the Decline of U.S. Manufacturing:

“I’m gonna sound like a conspiracy theorist… it wasn’t an accident or a failure, it was a decision by the elites.”

“The elites decided that they were going to reform the United States in the image of what they wanted.”

“They wanted us to move ‘higher on the value chain’… get away from the making and into the design, and become a service economy.”

“If you rely on your strongest geopolitical adversary for all the things that make the American way of life possible… how are you ever going to negotiate with them?”

“Reindustrialization is about recognizing your own destiny doesn’t have a value that can be measured in dollars.” 🇺🇸

[Sy Browning @sbrowning43]

@agentorangego @will__hall1 Silly takes. It was a hydrotest to certify it was safe to fly.

[Sy Browning @sbrowning43]

@RKLB_KevinJames Nope, that is a burst test. Hydrotest is to certify a design rating with an appropriate factor of safety.

[Sy Browning @sbrowning43]

@THECOUNTOFMC_ @RKLB_KevinJames Correct everyone saying it’s a nothing burger. May be easy fix or may take a redesign. Could be transport damage, manufacturing process defect, or actual design. We don’t know until they release failure analysis results or schedule impact.

[Sy Browning @sbrowning43]

@ValueInIdeas Probably, we don’t know why it failed yet. Always a redesign risk. I’d look for a good buying opportunity as info rolls out

[Sy Browning @sbrowning43]

@YieldBouncer Wrong. This was a hydrotest, not a burst test. They planned to launch that hull.

[Sy Browning @sbrowning43]

@1MoreSmithHere Does look atypical for oilfield. And most O&G equipment heads West. Surprised there’s no flagging cars if they are sat’s. Can-Am has a Juarez plant that I believe may use similar packaging.

[Sy Browning @sbrowning43]

@xbc9stazj Lost me there Stan your anchoring to revenue above which is an income statement line with a P/S calc. Yes constellation is everything and services should drive higher margins than 30%. Wish we knew more about it.