@intern_cc

regarding the raise 100M but mostly secondary, only 50 new primary. Rest was Northron (post G5, 20% holder) being cleared out in a structured way to kill the overhang. Cleaner float plus more cash for M&A Backlog last reported ~110-111M and still growing. Sam's point: it isn't just being worked off, it keeps compounding. "Next step function" from the last earnings call still hasn't hit. Sam expects it Sept to Nov, framed as another big leg on top of current growth. Doubled in 12 months, thinks they double again in 12 to 18. regarding peace: some restocking slows, but the shift to unmanned/drone platforms and baseline inventory rebuild continue regardless. Heat seeking validation tied it to Lockheed's May announcement that the next gen short range interceptor passed flight tests beating the cooled camera version. His read: their uncooled solution is smaller and cheaper, so it's now irresponsible not to consider it on every heat platform. More than a couple locked programs, including bigger and longer range ones. Met the Army this week on low cost interceptors.

a week ago i published a piece arguing the US is forced to decouple from china across the critical supply chains its defense and tech base depend on. the new thucydides trap. today, june 22, beijing demonstrated exactly that. china added MP Materials and USA Rare Earth, plus eight other US entities it labels military-linked, to its export control list. https://t.co/n2p1f0M7an

how is this shit not free money. all in Uruguay https://t.co/Zudnm7lI5N

I pray that I can sell at $20 per point https://t.co/YWYCNajHDq

waiting for 5days... i hate @binance https://t.co/UW1sWw2e24