@pbcinc

Investing globally. DM open. I may hold the securities discussed. Tweets not recommendations to buy & may trade securities mentioned.

Joined December 2009
  • Tweets4.8K
  • Following3.2K
  • Followers8.5K
742Media
Adi Soglowek retweeted
SMARTSHOOTER@smart_shooter_Sep 30
๐—•๐—ถ๐—ด ๐—บ๐—ถ๐—น๐—ฒ๐˜€๐˜๐—ผ๐—ป๐—ฒ ๐ŸŽฏ Smart Shooter wins $150M IDIQ contract with JIATF-401 for #SMASH counter-drone systems. #CounterUAS #JIATF401 #DefenseTechnology #FCS #Army
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Fascinating. Chief Economist at Apollo: agents could cause a bank run by sweeping household cash into accounts paying 3-5% instead of the 0.1% national average, causing banks to lose a large share of their cheap deposits.
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Welcome to China, Sofwave Medical! ๐ŸŽ‰ "pleased to announce that on September 24, 2026, HTDK notified the Company that it has received the approval of the National Medical Products Administration of China (NMPA)(1) to market the Sofwave(TM) system in mainland China". Here we go! $SOFW $SOFW.TA (TAM just doubled). Holding. Not a rec. DYODD.
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Breaking news, on IR press release: "Sofwave plans to begin shipments to China in the near future." Probably nothing.
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FT Economics
@fteconomicsSep 18
โ€˜Greek finance minister encourages Germany to implement reformsโ€™ ft.trib.al/VWe3gmH

โ€˜Greek finance minister encourages Germany to implement reformsโ€™

๐Ÿคฉ๐Ÿคฉ๐Ÿคฉ

ft.com
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Drone delivery is picking up. Civic Drone usage is the second wind to defense use and is probably much bigger in scale, as the final regulatory threshold is being worked out. techcrunch.com/2026/08/19/amโ€ฆ

Amazonโ€™s Prime Air is taking off in nearly 500 US cities | TechCrunch

Amazon is significantly expanding its Prime Air drone delivery service, with plans to reach nearly 500 U.S. cities by the end of 2026.

techcrunch.com
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A good review of the Smart Shooter CUAS sight. youtube.com/watch?v=U_okAlJJโ€ฆ $SMSH.TA

The Marines' New Scope Obliterates FPV Drones

Go to https://hfly.co/hnnd5 and use code JUSTINTAYLOR to get 5% off...

youtube.com
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Colombian Cartels Look to Ukraine's Battlefields for Drone Warfare Expertise. #DroneWarfare #CUAS dronenews24.com/de/news-postโ€ฆ

Colombian Cartels Look to Ukraine's Battlefields for Drone Warfare Expertise | Dronenews24

Combat lessons from Ukraine are spreading globally, transforming Colombia's long-running armed conflict and challenging military dominance.

dronenews24.com
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Japan Equips Infantry With Israeli SMASH 3000 Counter-Drone Sights militarnyi.com/en/news/japanโ€ฆ $SMSH.TA $SMSH

Japan Equips Infantry With Israeli SMASH 3000 Counter-Drone Sights

The Japan Ground Self-Defense Force has begun using Israeli SMASH 3000 fire-control sights to improve its ability to engage drones.

militarnyi.com
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Top Northcom general adds to drumbeat of warnings about weak drone defenses in the homeland โ€œWeโ€™re seeing it used on a daily basis around the world, and weโ€™ve got to figure out how to mitigate that threat,โ€ Army Lt. Gen. Joseph Jarrard said of drone swarms. โ€œBut weโ€™re not there yet.โ€ defensescoop.com/2026/08/14/โ€ฆ #CUAS

Top Northcom general adds to drumbeat of warnings about weak drone defenses in the homeland

Army Lt. Gen. Joseph Jarrard, deputy commander of Northcom, warned that the military wouldn't be able to defeat a drone swarm attack against the U.S.

defensescoop.com
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US armoured brigade pummelled by Ukraineโ€™s drones in wargame Defeat was so fast that โ€˜destroyedโ€™ tanks had to be โ€˜brought back to lifeโ€™ to continue training drill. Slowly the West will learn how unprepared it is. #DroneWarfare #CUAS telegraph.co.uk/us/news/2026โ€ฆ

US pummelled by Ukraine in drone wargame

Defeat was so fast that โ€˜destroyedโ€™ tanks had to be โ€˜brought back to lifeโ€™ to continue training drill

telegraph.co.uk
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Nice opportunity t'was on single digit. Let's see in a few years.
C.J.
@CJ0pp3lAug 13
$CSU.TO EV/NTM EBITDA
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Very Interesting price action in SOFW.TA
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A Ukrainian drone strike Nizhnekamsk, a city in the Tatarstan region deep inside Russia, roughly 1,200 kilometers (750 miles) east of the Ukrainian border. Your borders are meaningless. Your C-UAS strategy? Is. #DroneWarefare
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One drawback of AI usage I've noticed is that some have stopped doing real fundamental work - like actually reading the materials and thinking things through. They quickly shovel what little data they have and ask the Agent to opine. The Agent does surface-level, very weak work, missing out on a lot of the research or fine but critical data/insights, and comes out with a very strongly opinionated but very weak reasoning output. It's dangerous (investing-wise), and it is an instant tell about how much work was invested into developing real actionable understanding. AI makes some feel they can tackle much more, while really, they are fed with half/partial/false/omitted information dressed as conviction. Be careful out there.
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Smart Shooter advanced fire control system observed in a Marines drill in Okinawa Japan. $SMSH.TA
Pacific Marines
@PacificMarinesAug 5
Eyes in the sky ๐ŸŽฏ #PacificMarines with @3d_Marine_Div conduct live-fire #training with advanced fire control system optics on Camp Hansen, Okinawa, #Japan, July 31, 2026. ๐Ÿ“ธ: Lance Cpl. Kylee DiSanto | @USMC @IIIMEF @USPACOM
A U.S. Marine with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, prepares to begin a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

ALT A U.S. Marine with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, prepares to begin a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

U.S. Marine Corps 1stLt Andrew Capul, left, a Forward Observer and Cpl. Jacob Milstead, an Intelligence Specialist with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, operate a Skydio X2D during a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. Capul is a native of New York and Milstead is a native of Oregon. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

ALT U.S. Marine Corps 1stLt Andrew Capul, left, a Forward Observer and Cpl. Jacob Milstead, an Intelligence Specialist with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, operate a Skydio X2D during a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. Capul is a native of New York and Milstead is a native of Oregon. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

U.S. Marine Corps 1stLt Yammine Charbel, an Infantry Platoon Commander with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, fires his rifle during a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. Charbel is a native of New York. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

ALT U.S. Marine Corps 1stLt Yammine Charbel, an Infantry Platoon Commander with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, fires his rifle during a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. Charbel is a native of New York. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

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Spot on $SOFW take by @roncohen0547
Ron Cohen@roncohen0547Aug 4
ื”ื™ื•ื $SOFW ื”ื•ืฆื™ืื” ืืช ื”ื“ื•ื— ืฉืœื” ืขื‘ื•ืจ ื”ืจื‘ืขื•ืŸ ื”ืฉื ื™ ืœืฉื ืช 2026, ืžืกืชื‘ืจ ืฉื–ื™ื ื•ืง ืฉืœ 43% ื‘ื”ื›ื ืกื•ืช ืœ-29.96 ืžื™ืœื™ื•ืŸ ื“ื•ืœืจ ืื• ื–ื™ื ื•ืง ืฆืžื™ื—ื” ืฉืœ 52% ื‘ื”ื›ื ืกื•ืช ื”ื—ื•ื–ืจื•ืช ืžื”ืคื•ืœืกื™ื ื–ื” ืœื ืžืกืคื™ืง ื‘ืžื™ื•ื—ื“ ืฉืขื›ืฉื™ื• ื”ื•ื ืžื”ื•ื•ื” ื›- 46% ืžื”ื›ื ืกื•ืช ื”ื—ื‘ืจื”, ืžื–ื›ื™ืจ ืจืง ืฉืœื”ื›ื ืกื•ืช ืžืคื•ืœืกื™ื ื™ืฉ ืฉื•ืœื™ ืจื•ื•ื— ืฉืœ 100%. ื”ืจื•ื•ื— ื”ื ืงื™ (ืœื—ืฆื™ ืฉื ื”) ืขืœื” ื‘ืžืื•ืช ืื—ื•ื–ื™ื, ื”ืจื•ื•ื— ื”ืชืคืขื•ืœื™ ื’ื ืขืœ ืขืœื” ื‘ื›- 266%. ืืš ื’ื ื”ื”ื•ืฆืื•ืช ืขืœื• ืœื ืžืขื˜ ื•ื–ืืช ื‘ืขืงื‘ื•ืช ื”ื•ืฆืื•ืช ืฉื™ื•ื•ืง ื’ื‘ื•ื”ื•ืช ืžืื•ื“ ืฉื”ื ื™ืขื• ืืช ื”ืฆืžื™ื—ื” ื•ื’ื ื‘ืขืงื‘ื•ืช ื”ื•ืฆืื•ืช ื—ื“"ืค ืขื‘ื•ืจ ื”ืœื™ืš ื”ื”ื ืคืงื” ืฉื—ื•ื–ืœ"ืฉ. ื›ืืžื•ืจ ืœื—ื‘ืจื” ืื™ืŸ ื—ื•ื‘ ื‘ื›ืœืœ ื•ืงื•ืคืช ืžื–ื•ืžื ื™ื ืžืื•ื“ ื™ืคื”. ืืคืฉืจ ืœื”ืžืฉื™ืš ื›ืืŸ ืขื•ื“ ื”ืจื‘ื” ื•ืœื”ื’ื™ื“ ืžื” ืขืœื” ื•ืžื” ื™ืจื“ ื•ืžื” ืขื•ืฉื” ืฉืžื™ื ื™ื•ืช ื‘ืื•ื•ื™ืจ, ืื‘ืœ ืื•ืœื™ ืื—ื“ ื”ื“ื‘ืจื™ื ืฉื”ื›ื™ ืื”ื‘ืชื™ ื‘ื“ื•ื— ื”ื–ื” ื–ื” ืฉื›ืœ ืžื” ืฉื”ื”ื ื”ืœื” ืืžืจื” ื›ืฉื”ื™ื™ืชื™ ืฉื ืœืคื ื™ ื—ื•ื“ืฉื™ื™ื ืคืฉื•ื˜ ื”ืชืงื™ื™ื. ืœื ื‘ืขืจืš ื•ืœื ื›ืžืขื˜ - ืคืฉื•ื˜ ื”ื›ืœ ื”ืชืงื™ื™ื, ืžื•ื–ืžื ื™ื ืœื”ืกืชื›ืœ ืขืœ ื”ื“ื•ื— ื•ืœืขื‘ื•ืจ ืขืœ ื”ื ืงื•ื“ื•ืช ื•ืœืจืื•ืช ืื™ืš ื–ื” ื‘ื ืœื™ื“ื™ ื‘ื™ื˜ื•ื™ ืขื›ืฉื™ื•. ื–ืืช ืžื‘ื—ื ืชื™ ื”ื ืงื•ื“ื” ื”ื—ื–ืงื” ื‘ื™ื•ืชืจ ืฉื™ืฉ ืœื—ื‘ืจื” ื”ื–ืืช - ื”ื ื”ืœื” ืฉื™ื•ื“ืขืช ืžื” ื”ื™ื ืขื•ืฉื” ื•ื™ื•ื“ืขืช ืื™ืš ืœื”ื‘ื™ืŸ ืืช ื”ื—ื‘ืจื” ืž-X ืœ-10X ื‘ืฆื•ืจื” ื”ื˜ื•ื‘ื” ื‘ื™ื•ืชืจ.
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Pretty interesting to follow: will they manage to deliver an internal IT product? Have to say that turning $400 mn per annum costs even to $200 mn can buy a lot of execution.
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Donโ€™t mess with the Zuck.
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The aesthetic practitionersโ€™ rage toward $INMD and other capital equipment vendors is largely lost on Wall Street analysts. They bitterly refer to being sold devices that fail to generate an ROI as creating a โ€œmillion-dollar roomโ€ - a back room filled with expensive capital losses. Early sharp $SOFW investors recognized this dynamic. They saw that $SOFWโ€™s partnership: high-ROI, differentiated model aligned incentives with practitioners rather than simply selling equipment. The result has been a multi-bagger investment, and, in my view, the story is only just beginning. linkedin.com/posts/mimorettiโ€ฆ

Scorched Earth Sales Model Fails Long Term | Michael Moretti posted on the topic | LinkedIn

Thanks for sharing the reality of how the Scorched Earth capital equipment sales model produced so much immediate revenue for manufacturers while burning the customers forever. This no sustainable...

linkedin.com
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