Tracking innovation through the markets || Space, Drones, AI, Robotics || Posts are not financial advice.

Boston, MA
Joined July 2024
$RKLB was the fastest rocket manufacturer in the world to its first 50 launches, and is about to be the fastest to 100โ€ฆ ๐Ÿ‘€
Rocket Lab is about to do something the broader public is not talking about... Electron is on pace to hit 100 launches FASTER than Falcon 9 did. This little rocket company founded in New Zealand is outpacing SpaceX's early years. And launch #100 is weeks away. $RKLB
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๐Ÿšจ $RKLB Neutron hardware preparing to ship over from Middle River to Wallops!
Rocket Lab Space Structures Complex Update 2 October 26, 2026 Middle River, Maryland For the first time, we have Rocket Lab Neutron hardware at the lagoon, getting ready to be picked up for shipment to Wallops!! No sign of a tug and barge yet, but I'm on the lookout. @NASASpaceflight
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$ONDS x $PLTRโ€™s Regna AI will be a game changer for the defense industry.
What does sovereign AI mean for defense? A new episode of Edge of Certainty is here. @regna_ai Interim CEO @Ryan_M_Hartman joins @PalantirTech's Elias Davis to introduce Regna AI and discuss its approach to sovereign, mission-specific AI for defense. $ONDS Watch at youtube.com/watch?v=LMx-z7GRโ€ฆ
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$RKLB / $IRDM: Rocket Lab CEO Peter Beck just met FCC Chairman Brendan Carr about the Iridium deal. In an Oct. 22 filing, Rocket Lab says the $8 billion acquisition is unopposed, presents no public interest harms and deserves prompt FCC approval. The push for a faster close is on.
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Tons of money just sitting on the table waiting to be taken by $RKLB and other launch providers preparing medium-lift rockets for production.
$SPCX / $RKLB: SpaceX declined to bid on three Space Force launches, and no other company offered to fly them, Politico reports. SpaceX flew 85% of U.S. launches in 2025 and is phasing out Falcon 9. Vulcan was grounded this year and New Glenn is likely out until early next year. The launch crunch is here.
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๐Ÿšจ $RKLB's 98th mission is a success!
Payload deployment confirmed from Electron - all three HAWK satellites for @hawkeye360 are now on orbit ๐Ÿ›ฐ๏ธ๐Ÿ›ฐ๏ธ๐Ÿ›ฐ๏ธ
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Chris Ray retweeted
High cadence launch needs high cadence testing. With more than 100 launches in backlog (and counting), we're building a new state-of-the-art test facility to accelerate static fire stack testing for Electron and HASTE rockets. Check out the new test pad underway within our Propulsion Test Complex ๐Ÿงต๐Ÿ‘‡
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$ONDS x $PLTR x $NVDA ๐Ÿ‘€ When does Jensen drop an โ€œOndasโ€ on stage, I wonderโ€ฆ ๐Ÿค”
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Just when things were starting to look upโ€ฆ
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Wait, so I paid for a year of Premium+ upfront (pretty much soley to remove all ads from the platform) and X is just going to start showing them to me anyway? Pretty awful, @elonmusk. Maybe X is starting to fall off... ๐Ÿค”
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$ONDS ๐Ÿ‘€ ๐—˜๐—ฟ๐—ถ๐—ฐ ๐—•๐—ฟ๐—ผ๐—ฐ๐—ธ, Chairman and CEO of Ondas: "Through Regna AI, we are expanding our partnership with Palantir and leveraging open models from NVIDIA to enable governments and enterprises to develop and deploy mission-specialized AI on their own terms," said Eric Brock, Chairman and CEO of Ondas. "This expands on our existing projects with Palantir, which span from building the manufacturing & supply chain backbone for Ondas Sentinel through Warp Speed all the way to significant progress on a true mission autonomy solution for SkyWeaver. At the enterprise level, Palantir has enabled rapid expansion in corporate development and post-merger integrations through deployment of Palantirโ€™s CRM and M&A Workflows, which enabled the integration of DZYNE into Ondas Sentinel on the order of weeks. Our focus is on delivering sovereign AI capabilities that ensure customers retain full ownership and control of their data, models, and infrastructure while transforming proprietary knowledge into differentiated intelligence and mission-critical applications."
โšก ๐”๐๐ƒ๐€๐“๐„: Palantir Expands Sovereign AI Deployment With NVIDIA, L3Harris, Ondas, and Major Enterprise Customers - $PLTR $LHX $ONDS $NVDA ๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€: โžค ๐—ฃ๐—ฎ๐—น๐—ฎ๐—ป๐˜๐—ถ๐—ฟ accelerates sovereign AI deployments across ๐—ฑ๐—ฒ๐—ณ๐—ฒ๐—ป๐˜€๐—ฒ, ๐—ต๐—ฒ๐—ฎ๐—น๐˜๐—ต๐—ฐ๐—ฎ๐—ฟ๐—ฒ, and ๐—ฐ๐—ผ๐—ป๐˜€๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐—ถ๐—ผ๐—ป. โžค Flagship customers include ๐—ก๐—ฉ๐—œ๐——๐—œ๐—”, ๐—Ÿ๐Ÿฏ๐—›๐—ฎ๐—ฟ๐—ฟ๐—ถ๐˜€, ๐—ข๐—ป๐—ฑ๐—ฎ๐˜€, ๐— ๐—ฐ๐—–๐—ฎ๐—ฟ๐˜๐—ต๐˜†, and ๐—ง๐—ฎ๐—บ๐—ฝ๐—ฎ ๐—š๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐—น. โžค ๐—Ÿ๐Ÿฏ๐—›๐—ฎ๐—ฟ๐—ฟ๐—ถ๐˜€ unified ๐Ÿฏ๐Ÿฌ+ ERP systems and established ๐Ÿฏ.๐Ÿฑ ๐—บ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป data connections. โžค L3Harris reports ๐Ÿต๐Ÿฑ% ๐—ฐ๐—ผ๐˜€๐˜ ๐—ฟ๐—ฒ๐—ฑ๐˜‚๐—ฐ๐˜๐—ถ๐—ผ๐—ป in initial sovereign AI testing. โžค ๐— ๐—ฐ๐—–๐—ฎ๐—ฟ๐˜๐—ต๐˜† trained AI models using ๐Ÿญ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ+ construction RFIs. โžค McCarthy's AI-assisted subcontractor workflow saves approximately ๐Ÿฏ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ ๐—ต๐—ผ๐˜‚๐—ฟ๐˜€ annually. โžค ๐—ก๐—ฉ๐—œ๐——๐—œ๐—” uses Palantir AIP and Nemotron to optimize supply chains. โžค ๐—ข๐—ป๐—ฑ๐—ฎ๐˜€ launches ๐—ฅ๐—ฒ๐—ด๐—ป๐—ฎ ๐—”๐—œ for sovereign, mission-specialized AI operations. โžค ๐—ง๐—ฎ๐—บ๐—ฝ๐—ฎ ๐—š๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐—น improves AI performance ๐Ÿณ% while reducing latency ๐Ÿฎ๐Ÿฎ๐˜…. โžค Deployments leverage ๐—ฃ๐—ฎ๐—น๐—ฎ๐—ป๐˜๐—ถ๐—ฟ ๐—”๐—œ๐—ฃ, ๐—™๐—ผ๐˜‚๐—ป๐—ฑ๐—ฟ๐˜†, ๐—ข๐—ป๐˜๐—ผ๐—น๐—ผ๐—ด๐˜†, and ๐—ก๐—ฉ๐—œ๐——๐—œ๐—” ๐—ก๐—ฒ๐—บ๐—ผ๐˜๐—ฟ๐—ผ๐—ป. ๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€: โžค Demonstrates growing ๐—ฒ๐—ป๐˜๐—ฒ๐—ฟ๐—ฝ๐—ฟ๐—ถ๐˜€๐—ฒ ๐—ฎ๐—ฑ๐—ผ๐—ฝ๐˜๐—ถ๐—ผ๐—ป of Palantir's sovereign AI infrastructure. โžค Strengthens ๐—ฃ๐—ฎ๐—น๐—ฎ๐—ป๐˜๐—ถ๐—ฟโ€“๐—ก๐—ฉ๐—œ๐——๐—œ๐—” collaboration across mission-critical industries. โžค Quantified efficiency gains could accelerate ๐—ฐ๐—ผ๐—บ๐—บ๐—ฒ๐—ฟ๐—ฐ๐—ถ๐—ฎ๐—น ๐—”๐—œ ๐—ฑ๐—ฒ๐—ฝ๐—น๐—ผ๐˜†๐—บ๐—ฒ๐—ป๐˜๐˜€. โžค Sovereign AI enables organizations to retain ๐—ฑ๐—ฎ๐˜๐—ฎ ๐—ผ๐˜„๐—ป๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ and operational control. โžค Successful deployments could support ๐—ฃ๐—Ÿ๐—ง๐—ฅ'๐˜€ long-term enterprise growth opportunities. ๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€: ๐—›๐—ฒ๐—ถ๐—ฑ๐—ถ ๐—ช๐—ผ๐—ผ๐—ฑ, Chief Transformation Officer at L3Harris: โ€œWe are thrilled to explore and develop capabilities required for critical defense use cases. By building our own models trained on proprietary data, we believe we can surface unique capabilities for critical use cases in our industry," said Heidi Wood, Chief Transformation Officer at L3Harris. "We have tested the capabilities of sovereign models already on internal work where initial results have been promising. In a few days we were able to outperform the frontier labs in our test environment and cut costs by 95%. Frontier labs are not training their models with relevant data for our industry, where we also have industry-specific needs for security and zero-retention. Given our unique experience and our ability to leverage our data, we can build AI that is purpose-fit for the mission and retain critical rights to terms of use using open-source models. We view sovereign AI as a mission critical to our work supporting Western defense." ๐—ฅ๐—ถ๐—ฐ๐—ผ ๐—•๐—ฒ๐—ฟ๐˜๐˜‚๐—ฐ๐—ฐ๐—ถ, Vice President of Strategic Initiatives at McCarthy: "Our clients get a higher level of confidence and greater cost and schedule certainty at every phase of the project. We built this model on 160 years of McCarthy experience, and it outperforms the frontier at a lower cost,โ€ said Rico Bertucci, Vice President of Strategic Initiatives. โ€œNo one else can pick it up, because it is tuned to how we build." ๐—๐—ฒ๐—ณ๐—ณ ๐—ช๐—ต๐—ถ๐˜๐—บ๐—ฒ๐—ฟ, VP of System Supply Chain at NVIDIA: โ€œAs demand for intelligence scales rapidly, speeding up our supply chain accelerates how quickly our customers reach the first token. With Palantir and post-trained Nemotron models, we spot potential problems earlier, act on them sooner, and put our best expertise behind every call,โ€ said Jeff Whitmer VP of System Supply Chain at NVIDIA. โ€œThis is what sovereign intelligence looks like in practice โ€“ built with our own data, under our control, and delivering for our customers at the speed business demands." ๐—˜๐—ฟ๐—ถ๐—ฐ ๐—•๐—ฟ๐—ผ๐—ฐ๐—ธ, Chairman and CEO of Ondas: "Through Regna AI, we are expanding our partnership with Palantir and leveraging open models from NVIDIA to enable governments and enterprises to develop and deploy mission-specialized AI on their own terms," said Eric Brock, Chairman and CEO of Ondas. "This expands on our existing projects with Palantir, which span from building the manufacturing & supply chain backbone for Ondas Sentinel through Warp Speed all the way to significant progress on a true mission autonomy solution for SkyWeaver. At the enterprise level, Palantir has enabled rapid expansion in corporate development and post-merger integrations through deployment of Palantirโ€™s CRM and M&A Workflows, which enabled the integration of DZYNE into Ondas Sentinel on the order of weeks. Our focus is on delivering sovereign AI capabilities that ensure customers retain full ownership and control of their data, models, and infrastructure while transforming proprietary knowledge into differentiated intelligence and mission-critical applications." ๐——๐—ฟ. ๐—๐—ฎ๐—ถ๐—บ๐—ถ๐—ฒ ๐—ช๐—ฒ๐—ฏ๐—ฒ๐—ฟ, Associate Chief Medical Informatics and AI Strategy Officer at Tampa General Hospital: โ€œAI Innovation in health care only works if our patients and team members can trust it,โ€ said Dr. Jaimie Weber, Associate Chief Medical Informatics and AI Strategy Officer at Tampa General Hospital. โ€œBy keeping their data local and setting our own controls, we can expand AI that improves outcomes for our patients and makes the work easier for the team members caring for them.โ€
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๐Ÿšจ Breakover operations complete for $RKLBโ€™s Neutron Stage 2 tank assembly. Preparing to ship to LC-3 at Wallops shortly!
We have completed breakover operations for the Neutron Stage 2 tank assembly, rotating the stage horizontal โ€“ a critical step in the handling of large rocket sections for integration and assembly. Hereโ€™s a last look at Stage 2 on the Neutron Factory floor before itโ€™s wrapped up (literally) for barge shipment to LC-3 on Wallops Island where its fluid systems will be tested and its Archimedes vacuum engine installed.
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โ€œOndas is launching Regna AI on Palantir AIP, leveraging open-weight models including NVIDIA Nemotron, to help customers adapt, evaluate, and deploy mission-specialized AI while retaining control of their data, models, and infrastructure.โ€ $ONDS x $PLTR
THE SOVEREIGN AI REVOLUTION IS IN FULL FORCE. We are helping our customers build superintelligence they own, with data they control. McCarthy Building fine-tuned Nemotron in Foundry on labeled RFI data in the Ontology to identify project risks before they escalate, outperforming frontier models at significantly lower cost. Tampa General is using sovereign AI to better protect patient data, keeping sensitive data and model processing local, and fine-tuning Nemotron models to classify LLM traffic against its own risk and privacy standards. NVIDIA is using Palantir AIP and Nemotron to accelerate its own supply chain, shortening the path from wafer to deployment, spotting disruptions before they hit production, and keeping its models under its control. L3Harris is bringing AI workflows in-house and building its own models trained on proprietary data to support critical defense use cases and the warfighter. Ondas is launching Regna AI on Palantir AIP, leveraging open-weight models including NVIDIA Nemotron, to help customers adapt, evaluate, and deploy mission-specialized AI while retaining control of their data, models, and infrastructure.
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Happy to see $RKLB getting some experience with L-Band prior to closing the $IRDM acquisition next year. ๐Ÿ˜
The Maxwell spacecraft is in orbit and ready to get to work. The spacecraft we built for @viasat launched from Cape Canaveral yesterday. Over the next five months, it will demonstrate how Viasat's ViaSat-3 Ka-band and global L-band networks can give low Earth orbit missions near real-time data and telemetry, tracking and command (TT&C) at any point in orbit, supporting @NASA's Communications Services Project as it prepares to retire its TDRS fleet. Congratulations to the Viasat team on a successful launch!
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Letโ€™s see if this morningโ€™s pump is sold off yet againโ€ฆ
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$OUST lidar sensors enabled autonomous defense company, Forterra, to complete 1,426 missions and 88 casualty evacuation operations in Ukraine. โ€œForterra exists to take people out of harmโ€™s way, and in Ukraine, Lancer is doing that every day under constant drone surveillance,โ€ said Forterra CEO Josh Araujo. โ€œAs we advance AutoDrive toward higher levels of autonomy, Ouster sensors give us the perception foundation required by the next generation of vehicles.โ€ Full press release: businesswire.com/news/home/2โ€ฆ
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$OUST up 5% in after hours trading ๐Ÿ‘€
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