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KawzInvests
2,076 posts
KawzInvests
@KawzInvests
Research-focused. Photonics. AI. Defense. Tech. Space.
Optic Supercycle. NFA DYDD
- $KRKNF: I've started a position in Kraken Robotics over the last several days. Congrats to @transhumanica for his very early work, which unfortunately I didn't focus on. Hope to post some thoughts in the coming days. 🐙
- $PGY has 30x the data access of competitors but trades at a discount to them. $1T in annual applications from 31+ institutions. Upstart? Single funnel. Each new partner multiplies the training data while costs stay fixed. Now profitable with 26% EBITDA margins. Growing 30% YoY.
- $KRKNF has a massive commercial TAM everyone ignores: 200,000km of subsea pipelines 1.2 million km of telecom fiber 7,000 offshore platforms 4,000+ offshore wind turbines Robotics-as-a-service model. Recurring revenue like SpaceX launch services.
- Watching bigger accounts discover Kraken in real time. First they see the numbers, then they find the Anduril connection, then they realize underwater defense is having its moment $KRKNFWhat’s going on here?
- 200+ Krakheads now. The research sharing and discussions have been incredible. Never thought we'd grow this fast. This is only the beginning. Appreciate every one of you being here early and contributing. We're building something special 🦑
- Anduril is building submarines like Toyota builds cars. Hundreds per year not dozens per decade. Each Ghost Shark runs on $KRKNF batteries.Anduril opened its Ghost Shark factory in Sydney, Australia. The first vehicle has rolled off the line ahead of schedule and is ready for undersea acceptance testing.
- Pentagon's next industrial policy target: air drones. Are sea drones next: some very juicy micro caps in the space
- They still don’t know… $KRKNF
