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Many of you followed me as I was one of the first to talk about $KRKNF at $2
I’m very bullish on $EOS.AX and I rotated most of my $KRKNF into $EOS.AX 🦘
A year ago nobody on X was talking about $ONDS.
The people who were early made life changing returns.
$EOS.AX has better numbers. Here’s the real comparison.
$ONDS pipeline: ~$800M
$EOS.AX pipeline: A$10B+
$ONDS backlog: $65.3M
$EOS.AX backlog: A$459M unconditional
$ONDS gross margins: ~40%
$EOS.AX gross margins: 63%
$EOS.AX is the only non-US, non-Israeli company on earth that can export 100kW+ laser weapons without ITAR restrictions.
Every NATO member in active conversation. Backlog up 818% since the current CEO took over.
X made $ONDS a household name on $800M in pipeline.
$EOS.AX is sitting on A$10B and X hasn’t found it yet.
HUGE for $EOS.AX as this order unlocks the door for much larger orders in the future.
Well, who would have predicted this? 🤣 $NVDA
JUST IN: AXIOS SHARES JENSEN HUANG MEMO TO EMPLOYEES
“I owe my family and all of you an apology.”
“I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.”
“I am fully committed to NVIDIA and will work to earn back your confidence.”
“I support the investigation and will cooperate fully.”
“My family bears no responsibility for my choices. I do. Please give them privacy.”
Yahu Capital retweeted
There is no way $ASTS designs, builds, and flies a rocket in 2 years.
This will be a money pit for at least 4-5 years, if not more.
And it signals that they don’t have access to launch from SpaceX or Blue Origin or anybody.
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace.
businesswire.com/news/home/2…
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
New TAM unlocked for $ASTS 👀
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace.
businesswire.com/news/home/2…
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
Update on my $EOS.AX position
I’ve reduced my position due to excessive leverage. Nothing has changed fundamentally with my thesis.
However, the market can remain irrational longer than you can remain solvent.
An expensive lesson, but one I’ll carry forward.
Major Kuwait catalyst for $EOS.AX shareholders 👇
MARSS CEO Rob Bullock confirmed at SOFEX that the first systems under the $700M Kuwait contract are only weeks away from delivery, with full deployment to follow rapidly.
Delivery requires the contract to become unconditional.
Source:
english.defensearabia.com/ma…
Trump lost the midterms and is about to nuke Iran since he has nothing to lose and the S&P is near all time highs 🫣
$EOS.AX is selling off with the broader market, trading like an AI stock despite being focused on counter-drone defence.
$1.4B+ conditional orderbook. $1.9B market cap. Revenue conversion expected over the next 1–2 years.
I’m still full ported, still on margin.
NFA, DYOR.
