@KawzInvests Avatar @KawzInvests KawzInvests 🦑

KawzInvests 🦑 posts on X about $krknf, $pngv, $asts, $aaoi the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 15.38% finance 15.38% technology brands 14.42% countries 11.54% automotive brands 3.85% cryptocurrencies 2.88% exchanges 2.88% travel destinations 1.92% celebrities 0.96% formula 1 0.96%

Social topic influence $krknf #12, $pngv #3, $asts #100, $aaoi #7, ai 6.73%, $optx #5, chain #1536, space 3.85%, $ltrx 3.85%, $onds 3.85%

Top accounts mentioned or mentioned by @retailmourinho @michaelsikand @karelw04 @kraktrades @allinkraken @maikemic @transhumanica @nighthawktradez @kraktrack @hennycapital @musaequity @spenfrmtheblock @thestockbull @alc2022 @chaintrek10 @cursorai @theronnievshow @mistermike666 @cruxcapital @astspacemobile

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Applied Optoelectronics, Inc. (AAOI) Ondas Holdings Inc. Common Stock (ONDS) NVIDIA Corp. (NVDA) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Rocket Lab USA, Inc. Common Stock (RKLB) Palantir Technologies Inc. (PLTR) Microsoft Corp. (MSFT) AeroVironment, Inc. (AVAV) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Fabrinet (FN) Corning Incorporated (GLW) Marvell Technology Inc (MRVL) SATS (Ordinals) (SATS) Sandisk Corporation (SNDK) Micron Technology, Inc. (MU) Lithium Americas Corp. Common Shares (LAC) Teck Resources Limited (TECK) Almonty Industries Inc. Common Shares (ALM) Hims & Hers Health, Inc. (HIMS) Advanced Micro Devices (AMD)

Top Social Posts

Top posts by engagements in the last [--] hours

"GPUs do the thinking. Optical transceivers move the data between them. Without both AI does not work. Everyone owns $NVDA. Almost nobody owns the company wiring it all together $AAOI $AAOI is one of the few shipping 800G transceivers at volume to hyperscalers right now. Not in qualification. Commercial shipments confirmed December [----]. The difference between $AAOI and names like $ALMU or $AXTI: vertical integration. $AAOI manufactures its own InP lasers in Sugar Land Texas. Competitors source externally and face laser shortages. $AAOI does not. While China restricts Gallium and Germanium"
X Link 2026-02-02T17:08Z [----] followers, 13.8K engagements

"Significant tailwinds converging here. Space infrastructure buildout critical minerals policy alignment government funding support and capacity expansion all directionally positive. First $VNP $VNP.TO post 5N Plus: The Space Solar Cell Play You're Sleeping On 5N Plus just announced another 25% capacity expansion for space solar cells in [----] on top of +35% (2024) and +30% (2025). That's 115% total capacity growth in [--] years. Why it matters NOW: SpaceX First $VNP $VNP.TO post 5N Plus: The Space Solar Cell Play You're Sleeping On 5N Plus just announced another 25% capacity expansion for space"
X Link 2026-02-02T22:27Z [----] followers, [----] engagements

"CPO is the thesis behind the photonics sector catching a bid. Co-packaged optics is the next evolution of AI infrastructure and the supply chain runs through - $AAOI - $LITE - $COHR - $POET - $FN - $GLW - $MRVL When $NVDA starts talking about optical interconnects at the chip level every name in this space reprices. As usual AYZ has dropped another brilliant piece. He starts by firmly disclaiming that its not financial advice but the moment I read it I couldnt help but go ahead and invest lol. https://t.co/VMwMshEdYu As usual AYZ has dropped another brilliant piece. He starts by firmly"
X Link 2026-02-02T20:04Z [----] followers, 36.5K engagements

"2025 performance: - Space/Satellites (110%) $ASTS $RKLB $SATS - Memory (139%) $SNDK $MU SK HYNIX - Rare Earths (125%) $VNP $LAC $TECK $ALM [----] YTD: (19% 45% 33%). If you're not positioned in these sectors you need to understand why they're leading both timeframes. The intersection of infrastructure buildout AI deployment and supply constraints creates asymmetric opportunity. Do your research now What's working in [----] What worked in [----] https://t.co/Qo3kbswfWD What's working in [----] What worked in [----] https://t.co/Qo3kbswfWD"
X Link 2026-02-03T16:32Z [----] followers, 16.5K engagements

"Todays market move looks more like de-risking than fundamentals. Key economic data pushed into February created an information vacuum so positioning got trimmed. Software and tech sell-offs are continuing as valuations get re-rated. AMD earnings were solid but didnt clear perfection-level expectations after sky-high multiples. Theres also added Fed uncertainty with the Kevin Warsh nomination. The markets unsure if were getting the old Warsh (hawkish anti-QE) or a more dovish version aligned with aggressive rate cuts. Until thats clear the Fed put feels less reliable. Some of this may also"
X Link 2026-02-04T17:09Z [----] followers, 11K engagements

"Opus [---] just dropped. better reasoning handles long tasks catches its own mistakes. agentic infrastructure got a real upgrade. ai trade back on the menu 😉 Introducing Claude Opus [---]. Our smartest model got an upgrade. Opus [---] plans more carefully sustains agentic tasks for longer operates reliably in massive codebases and catches its own mistakes. Its also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x Introducing Claude Opus [---]. Our smartest model got an upgrade. Opus [---] plans more carefully sustains agentic tasks for longer operates reliably in"
X Link 2026-02-05T18:01Z [----] followers, [----] engagements

"@NighthawkTradez When tomorrows Monday but I dont care because the $HIMS earnings call is dropping"
X Link 2025-08-03T15:06Z [----] followers, [---] engagements

"$OPTX +20% today. Posted the thesis [--] days ago at $4. Anduril EagleEye connection largest independent U.S. polymer optics manufacturer NDAA reshoring tailwind. Still early. $185M MC. Multiple verticals beyond defense AR. $OPTX The Anduril supply chain is worth paying attention to. $OPTX - Syntec Optics just announced participation in what they describe as "the largest effort of its kind to equip every U.S. soldier with superhuman perception and decision-making capabilities." That exact phrase appears https://t.co/Ue07pQFO9Y The Anduril supply chain is worth paying attention to. $OPTX - Syntec"
X Link 2026-01-22T18:26Z [----] followers, 196.1K engagements

"$OPTT ($90M) just partnered with Anduril to deliver PowerBuoys to the U.S. Coast Guard / DHS. Let that sink in. A sub-$100M microcap is now working directly with one of the fastest growing defense primes in America on maritime domain awareness infrastructure. Anduril doesn't partner with nobodies. The setup: - Backlog up 184% YoY to $15M - Pipeline at $137.5M (+63% YoY) - Mythos AI partnership for autonomous systems - AUVSI Trusted Operator certification - Expanding into UAE via defense partners - HC Wainwright initiated Buy $1.50 PT (stock is $0.40) Maritime autonomy is exactly where defense"
X Link 2026-01-24T23:21Z [----] followers, 960.4K engagements

"@michaelsikand was the one who connected the $KRKNF-Anduril dots before that re-rated from $500M to $2B. When he says $LTRX might be next pay attention. $LTRX - this $270M chip company secretly powers the eye of Andurils drones. As well as for $ONDS and $RCAT. When @kawzinvests brought this one to me I was gobsmacked. I helped expose the link between $KRKNF and Anduril and it led to a massive re-rating story. I think $LTRX https://t.co/lXims3Hkbn $LTRX - this $270M chip company secretly powers the eye of Andurils drones. As well as for $ONDS and $RCAT. When @kawzinvests brought this one to me"
X Link 2026-01-28T12:23Z [----] followers, 13.7K engagements

"@KrakTrades By digging deep. Traditional primes can't scale like this. Anduril needs suppliers built for mass production from day one"
X Link 2026-01-31T19:24Z [----] followers, [----] engagements

"@MisterMike666 Agreed. The Anduril angle hasn't hit mainstream yet. That's the opportunity"
X Link 2026-01-31T20:54Z [----] followers, [---] engagements

"@crux_capital_ This is literally my watchlist. Photonics sector is waking up across the board. $AAOI $PLAB $LITE $COHR $OPTX $POET all moving together. Earnings season is going to be interesting"
X Link 2026-02-02T17:54Z [----] followers, [----] engagements

"My watchlist. Photonics caught a bid across the board today. $AXTI +16% $OPTX +14% $LITE +11% $AAOI +10% $COHR +7% $PLAB +4% This sector is just getting started. There in fact was a lot of momentum building when I posted this $POET $LITE $COHR $AAOI $ALMU I look forward to creating another post like this after we get all the earnings calls There in fact was a lot of momentum building when I posted this $POET $LITE $COHR $AAOI $ALMU I look forward to creating another post like this after we get all the earnings calls"
X Link 2026-02-02T17:57Z [----] followers, 36.6K engagements

"Red out there today. Stay calm. Stay logical. - $ASTS - $RKLB - $PLTR - $AMD - $KRKNF"
X Link 2026-02-04T16:53Z [----] followers, [----] engagements

"@AST_SpaceMobile BOOM. $ASTS"
X Link 2026-02-11T01:52Z [----] followers, [---] engagements

"@KrakInvests Been digging into Anduril supply chain for a while. the Trillium PR in December caught my eye then I pulled up the Ghost spec sheet and saw Trillium HD45 listed as the sensor. today's Safe Pro deal just added another layer. felt like asymmetric info worth sharing"
X Link 2026-01-27T21:47Z [----] followers, [----] engagements

"@retail_mourinho thats the play. Anduril exposure through Trillium sensors $ONDAS exposure through Safe Pro. $270M market cap 2x sales market hasnt connected the dots"
X Link 2026-01-27T21:48Z [----] followers, [----] engagements

"Source 1: Source GHOST Spec Sheet : https://sldinfo.com/wp-content/uploads/2022/10/2022-slick-Ghost-AUS.pdf https://www.lantronix.com/newsroom/press-releases/lantronix-expands-presence-in-global-drone-and-defense-markets-with-trillium-engineering-collaboration/ https://www.lantronix.com/newsroom/press-releases/lantronix-and-safe-pro-group-launch-partnership-to-advance-ai-driven-edge-intelligence-for-defense-and-autonomous-systems/ https://sldinfo.com/wp-content/uploads/2022/10/2022-slick-Ghost-AUS.pdf"
X Link 2026-01-27T22:05Z [----] followers, [----] engagements

"Two ways to play the AI infrastructure buildout that nobody is talking about. $PLAB makes the photomasks. Every chip ever made needs one. They are #1 globally with 30% market share in a three-player oligopoly. $588M in cash. Zero debt. 24.5% operating margin. Trading at 4.65x EV/EBITDA while the semiconductor average is 12-18x. $AAOI makes the optical transceivers. Every $NVDA GPU cluster needs them to move data between chips. Vertically integrated. Makes their own lasers in Texas. $AMZN $4B warrant agreement. Revenue up 82% YoY. One is the safest semiconductor infrastructure play in the"
X Link 2026-02-02T23:12Z [----] followers, 20.6K engagements

"$LTRX - The Hidden Anduril/ONDAS Play Trading at a Fraction of Comps The Anduril supply chain keeps expanding. Here's one nobody's talking about. Lantronix just dropped a partnership with Safe Pro Group this morning. Most will scroll past it. Here's why that's a mistake. The Connection Nobody's Made: Safe Pro Group is the company Ondas Holdings poured $14M into back in October. $ONDAS now has a $5B market cap trading at 100x+ sales. But here's the real alpha: In December Trillium Engineering selected LTRX Edge AI modules to power their gimbaled imaging systems for military drones. Pull up the"
X Link 2026-01-27T21:37Z [----] followers, 206K engagements

"The Anduril supply chain is worth paying attention to. $OPTX - Syntec Optics just announced participation in what they describe as "the largest effort of its kind to equip every U.S. soldier with superhuman perception and decision-making capabilities." That exact phrase appears in Anduril's EagleEye announcement. Anduril took the $22 Billion IVAS contract from Microsoft. Now building AR helmets fusing night vision AI and battlefield data for every soldier. $OPTX makes the polymer optics. Lighter than glass. Lower cost. High performance. They claim to be the largest independent manufacturer in"
X Link 2026-01-20T15:31Z [----] followers, 291.5K engagements

"Anduril supply chain gauntlet loading: Subsea: Kraken Robotics $KRKNF / $PNG.V EagleEye: Syntec Optics $OPTX Fury: Find the last stone and we snap our way to early retirement"
X Link 2026-01-21T16:46Z [----] followers, 222.7K engagements

"Anduril has one rule: move fast with American-made. $PDYN ($330M) is the only company listed in Anduril's Fury supply chain. Out of every defense contractor in America Anduril chose them. GuideTech (Palladyne subsidiary) appears TWICE - Design AND Design Software for the autonomous fighter jet entering production at Arsenal-1 in Q2 [----]. Anduril doesn't put nobodies in their supply chain. Why $PDYN fits Anduril's timeline: China [----] is the deadline. Traditional primes take 10+ years. Anduril needs partners who move at software speed. GuideTech does exactly that. Founders came from Raytheon"
X Link 2026-01-31T19:08Z [----] followers, 175.3K engagements

"https://x.com/crux_capital_/status/2016883454324199896s=20 https://t.co/hNNpzPiXup https://x.com/crux_capital_/status/2016883454324199896s=20 https://t.co/hNNpzPiXup"
X Link 2026-02-02T17:26Z [----] followers, [----] engagements

"RT @CatSE___ApeX___: 🚨 ELON MUSK WORKING 24/7 FOR THE BENEFIT OF $ASTS 🚨 👉ELONS ANTAGONISTIC NATURE IS FUNDAMENTALLY INCOMPATIBLE WITH TH"
X Link 2026-02-05T16:56Z [----] followers, [--] engagements

"LONG $KRKNF Third stop of the day: Anduril. https://t.co/AAmS0Z8XRl Third stop of the day: Anduril. https://t.co/AAmS0Z8XRl"
X Link 2026-02-09T20:36Z [----] followers, 13.4K engagements

"POV: Me watching the [----] Superbowl and the AT&T x $ASTS commercial pops up and I open my port to $250 a share"
X Link 2026-02-12T00:12Z [----] followers, 25.5K engagements

"US Navy wants HUNDREDS of autonomous subs by [----]. Every single one needs sonar and batteries. Kraken Robotics $KRKNF owns both markets. The underwater domain is having its "drone moment" like air warfare had in Ukraine. We're so fucking early. #Anduril"
X Link 2025-10-06T15:35Z [----] followers, [---] engagements

"Underwater warfare is going from manned to unmanned RIGHT NOW. Production facilities being built. Contracts being signed. Kraken Robotics $KRKNF provides the critical tech that makes it all possible. The revolution isn't coming - it's here. #Anduril"
X Link 2025-10-06T23:37Z [----] followers, [---] engagements

"TIME TO RELEASE THE KRAKEN One in my glass one in my portfolio $KRKNF Finally above 4$ Were so early its criminal"
X Link 2025-10-07T02:14Z [----] followers, [----] engagements

"Every financial advisor will tell you not to concentrate your portfolio. Every billionaire will tell you concentration builds wealth. Kraken supplies both US underwater defense pathways. Do what you want with that information. $KRKNF"
X Link 2025-10-07T17:09Z [----] followers, [---] engagements

"Kraken Robotics $KRKNF tripling battery production. #Anduril building [------] sq ft factory RIGHT NEXT TO Kraken's HQ. This isn't coincidence. They're scaling together. Rhode Island becomes the underwater defense capital"
X Link 2025-10-07T17:35Z [----] followers, [----] engagements

"Congrats to Kraken shareholders. Production hasn't even started yet. 136% YTD $KRKNF #Anduril"
X Link 2025-10-07T22:40Z [----] followers, [---] engagements

""He who commands the sea commands everything" - Themistocles [---] BC Nothing has changed except the tools. Underwater drones are the new battleships. Autonomous swarms are the new fleets $KRKNF supplies the eyes and power. #anduril"
X Link 2025-10-08T20:24Z [----] followers, [---] engagements

"Excellent write-up here by @Karelw04 on $KRKNF valuation in context. Key point: Kraken trades at 1/10th the P/E multiple of defense peers while growing faster with locked-in Anduril revenue. Worth reading the full thread for the comparisons With the recent surge in Kraken Robotics $KRKNF both in attention and price I see a lot of interested investors wondering if missed the opportunity at a P/E multiple of around [---]. Here is why this is still a very compelling opportunity and NOT an overpriced point to enter: https://t.co/2YEHG4155E With the recent surge in Kraken Robotics $KRKNF both in"
X Link 2025-10-08T22:40Z [----] followers, [---] engagements

"The countries that master human-machine teaming will define the next century. It's not about replacing humans. It's about amplifying human decision-making with AI and autonomous systems #Anduril $KRKNF See before you're seen. EagleEye enhances the warfighters perception by overlaying digital information onto the real world delivering vital real-time insights. https://t.co/Yl0tmlhHzd See before you're seen. EagleEye enhances the warfighters perception by overlaying digital information onto the real world delivering vital real-time insights. https://t.co/Yl0tmlhHzd"
X Link 2025-10-13T18:53Z [----] followers, [---] engagements

"The Kraken Robotics X community just hit [---] members From [--] people talking to themselves a week ago to actual discussions and research sharing. Thank you to everyone who joined contributed DD asked smart questions and kept it real. This community growth has been incredible to watch. Special shoutout to those sharing actual analysis and keeping each other grounded when the speculation gets too wild. This is just the beginning Krakheads. Let's keep building something special here. #Anduril $KRKNF $PNG.V CC: @KrakTrack @allinkraken @hennycapital @musa_equity @Karelw04 @Schoonerguts"
X Link 2025-10-13T19:39Z [----] followers, [----] engagements

"Making new highs on OTC markets where most retail can't even buy. Imagine the price discovery when this hits a real exchange. $KRKNF"
X Link 2025-10-13T20:00Z [----] followers, [----] engagements

"@WOLF_Financial $KRKNF +15%"
X Link 2025-10-13T20:22Z [----] followers, [---] engagements

""Are you not scared of China" My Portfolio: $KRKNF #Anduril"
X Link 2025-10-13T21:11Z [----] followers, [----] engagements

"Kraken Robotics is the most undervalued defense tech play nobody is watching. $KRKNF $PNG.V #anduril The Robotics Ecosystem: - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT $DPRO Bookmark this and thanks to @HankRuehl for helping https://t.co/HfscZD8U2T The Robotics Ecosystem: - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT $DPRO Bookmark this and thanks to"
X Link 2025-10-14T16:46Z [----] followers, [----] engagements

"This account called $ASTS at [--] dollars then went silent for years $ASTS hit [---] dollars Now they're back staking their entire reputation on Kraken Robotics. THIS IS A MUST READ $KRKNF $PNG.V https://t.co/IztDIIUP48 https://t.co/IztDIIUP48"
X Link 2025-10-20T14:12Z [----] followers, 213.7K engagements

"@transhumanica This is the clearest bull case I've seen for any defense stock"
X Link 2025-10-20T14:13Z [----] followers, [----] engagements

"@dylan032127 @grok Grok's gonna tell you to buy more Kraken anyway save yourself the time"
X Link 2025-10-20T18:13Z [----] followers, [----] engagements

"Watching this video makes so proud to me a Kraken Robotics Investor $KRKNF #Anduril $KRKNF $PNG.V Kraken Robotics powers the batteries and sonar behind Andurils Ghost Shark Dive-LD and Copperhead the modular subsea drones reshaping undersea warfare. This is how deterrence moves underwater. 📽👇 https://t.co/AZDCEODvh0 $KRKNF $PNG.V Kraken Robotics powers the batteries and sonar behind Andurils Ghost Shark Dive-LD and Copperhead the modular subsea drones reshaping undersea warfare. This is how deterrence moves underwater. 📽👇 https://t.co/AZDCEODvh0"
X Link 2025-10-20T18:16Z [----] followers, [----] engagements

"@bizyuw Thanks bro but you should thank @transhumanica for DD"
X Link 2025-10-20T18:26Z [----] followers, [---] engagements

"$KRKNF $PNG.V White House: Australia to buy $1.2b in Anduril unmanned vehicles. White House: Australia to buy $1.2b in Anduril unmanned vehicles"
X Link 2025-10-20T19:12Z [----] followers, [----] engagements

"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 🦑"
X Link 2025-10-20T20:38Z [----] followers, [----] engagements

"Good read on $PGY. Worth checking out 1/ $PGY is one of the cheapest growth stocks in the market. It has grown revenues 10x since [----] yet it's trading just at [--] times forward earnings. Here is everything you need to know about $PGY business investment case financials everything. (Thread 🧵) https://t.co/FqoTEMkgmk 1/ $PGY is one of the cheapest growth stocks in the market. It has grown revenues 10x since [----] yet it's trading just at [--] times forward earnings. Here is everything you need to know about $PGY business investment case financials everything. (Thread 🧵) https://t.co/FqoTEMkgmk"
X Link 2025-10-20T22:52Z [----] followers, [----] engagements

"This guy sold his Mclaren to buy the Top Anduril Proxy The car was worth 300k and losing value daily Kraken is the sole supplier of batteries and sonar for Anduril's entire underwater fleet. $KRKNF $PNG.V Everyone Wants Anduril exposure. This guy found it Sold my McLaren and went 100% into Kraken Robotics ( $KRKNF / $PNG.V). Kraken is the ONLY publicly traded ANDURIL Proxy Kraken supplies Andurils subsea program and subsea drones (sonar + undersea batteries for Ghost Shark Dive-LD Copperhead). Attached projections (based on https://t.co/HZ7CRavBcE Sold my McLaren and went 100% into Kraken"
X Link 2025-10-21T12:09Z [----] followers, [----] engagements

"@MMatters22596 Kraken is the Top Anduril proxy"
X Link 2025-10-21T17:45Z [----] followers, [---] engagements

"@YodaStockInvest @YodaStockInvest Have you looked into Kraken Robotics $KRKNF"
X Link 2025-10-21T22:47Z [----] followers, [---] engagements

"@moninvestor"
X Link 2025-10-22T14:58Z [----] followers, [---] engagements

"@retail_mourinho @Karelw04 @allinkraken @SPENFRMTHEBLOCK @MaikemiC @hennyinvests KrakGang"
X Link 2025-10-22T19:38Z [----] followers, [---] engagements

"$KRKNF The spacemob legend himself is now a krakhead. When the guy who called $ASTS sub [--] starts buying your underwater defense play you know something big is brewing. Welcome to the underwater revolution Anpanman 🦑 $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. 🐙 $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"
X Link 2025-10-22T20:10Z [----] followers, 18.2K engagements

"@alc2022 Revenue tripling while improving cash flow You're about to join the krakhead army whether you know it or not"
X Link 2025-10-22T20:45Z [----] followers, [---] engagements

"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 $KRKNF Whats going on here https://t.co/kJeqqeikxu Whats going on here https://t.co/kJeqqeikxu"
X Link 2025-10-22T20:49Z [----] followers, 12.2K engagements

"500 Krakheads in two weeks. Started from zero. $KRKNF The research being shared here is next level. Real DD real analysis real discussions about $KRKNF underwater defense and the Anduril partnership. Even the memes are educational. This is what happens when you combine a real business with real contracts with a community that actually understands what they own. $KRKNF [----] members next. But quality over quantity. The submarine revolution wont be televised but it will be discussed here first"
X Link 2025-10-24T01:48Z [----] followers, [----] engagements

"$KRKNF Tariff Update: Trump just terminated all trade negotiations with Canada but Kraken Robotics is fully protected Anduril's contracts with Kraken fall under DFARS 252.225-7013 DoD confirmed this regulation exempts both tariffs and customs duties While Canadian companies panic about tariff exposure Kraken's largest revenue driver remains completely safe"
X Link 2025-10-24T13:28Z [----] followers, [----] engagements

"They still dont know $KRKNF They don't know Anduril's building [---] subs a year and each one needs $7.5M of Kraken parts They don't know the factory is literally next door to headquarters They don't know Palmer confirmed it [--] years ago They don't know it's still under $5 $KRKNF $PNG.V https://t.co/8Q16to054J They don't know Anduril's building [---] subs a year and each one needs $7.5M of Kraken parts They don't know the factory is literally next door to headquarters They don't know Palmer confirmed it [--] years ago They don't know it's still under $5 $KRKNF $PNG.V https://t.co/8Q16to054J"
X Link 2025-10-24T15:42Z [----] followers, [----] engagements

"Since you appreciate PLTR and Anduril's vision you might find Kraken Robotics interesting. They're the exclusive supplier of sonar and batteries for Anduril's underwater drones essentially the only public way to invest in Anduril's subsea program. Here's some research if you want to dig deeper: https://x.com/transhumanica/status/1980263840752500854 https://x.com/transhumanica/status/1980263840752500854"
X Link 2025-10-24T17:15Z [----] followers, [---] engagements

"Interesting ownership structure analysis here. $KRKNF at 26% institutional ownership vs typical defense contractors at 60-80%. Trading at 33x EBITDA while $AVAV and $KTOS trade at 53-90x. Worth noting Anduril selected Kraken as the battery supplier for Ghost Shark. Palmer Luckey's internal "China 27" timeline makes supplier switching impractical given 18-24 month redesign cycles. The institutional ownership gap appears to be driving the valuation discount. 1/ $KRKNF $PNG.V: Kraken Robotics is a highly profitable and rapidly growing supplier of platforms batteries and sensors for deep sea"
X Link 2025-10-29T22:40Z [----] followers, [----] engagements

"$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. Still trades at 6.5x earnings. Unprofitable fintech peers trade at 10x+. Make it make sense"
X Link 2025-10-30T20:24Z [----] followers, 80.8K engagements

"Great chance to learn more about $KRKNF drop your questions below 👇 🦑 KrakHeads lets do a Q&A If youre new here or just getting into $KRKNF $PNG.V drop any questions youve got about Kraken Robotics below 👇 Ill answer as many as I can regarding tech contracts Anduril Ghost Shark revenue all of it Lets make sure everyone knows https://t.co/mJNID2x36s 🦑 KrakHeads lets do a Q&A If youre new here or just getting into $KRKNF $PNG.V drop any questions youve got about Kraken Robotics below 👇 Ill answer as many as I can regarding tech contracts Anduril Ghost Shark revenue all of it Lets make sure"
X Link 2025-11-03T19:49Z [----] followers, [----] engagements

"@michaelsikand"
X Link 2025-11-04T17:43Z [----] followers, [----] engagements

"@retail_mourinho I need you locked in on $KRKNF"
X Link 2025-11-14T17:56Z [----] followers, [---] engagements

"$KRKNF has a massive commercial TAM everyone ignores: 200000km of subsea pipelines [---] million km of telecom fiber [----] offshore platforms 4000+ offshore wind turbines Robotics-as-a-service model. Recurring revenue like SpaceX launch services"
X Link 2025-11-16T16:58Z [----] followers, 10.8K engagements

"$KRKNF earnings November 26th Clock is ticking Tick tock"
X Link 2025-11-16T18:35Z [----] followers, [----] engagements

"$KRKNF institutional ownership: Find great companies early. Buy them. Hold them through the noise. That is how dreams become reality"
X Link 2025-11-16T20:38Z [----] followers, [----] engagements

"$KRKNF CEO Greg Reid track record: Joined as CFO in [----] Became CEO in [----] Market cap when he took over: $80M Market cap today: $1.58B CAD That is over a 15x return under his leadership Still think he is too inexperienced to scale this"
X Link 2025-11-17T11:47Z [----] followers, [----] engagements

"Anduril + HD Hyundai announced modular autonomous surface vessels $KRKNF modular sonar could be relevant here for mine detection and subsea threat identification Kraken's AquaPix is already in 20+ platforms. If these surface vessels need towed sonar arrays or integrated detection Kraken is the proven supplier Anduril already works with. $KRKNF $PNG.V Anduril + HD Hyundai just announced a new class of Autonomous Surface Vessels: modular fast-to-build and built to carry plug-and-play mission payloads. Why does this matter for Kraken Because one of the core payload categories listed is Undersea"
X Link 2025-11-17T16:10Z [----] followers, [----] engagements

"The trade is so obvious it's stupid. $PLTR gets $448M to optimize submarine production. The submarines themselves run on Kraken Batteries and use Kraken's SAS Sonar. THEY ARE THE TECH STACK. $ONDS trades at 57x sales for aerial drones. Kraken trades at 14x powering the autonomous undersea fleet. One of these is mispriced. $PNG.V $KRKNF https://twitter.com/i/web/status/1998597568461242566 https://twitter.com/i/web/status/1998597568461242566"
X Link 2025-12-10T03:36Z [----] followers, 12.8K engagements

"2026 IPO pipeline is absurd: SpaceX: $1T (Q3-Q4) OpenAI: $830B-$1T (Late '26) ByteDance: $480-500B (TBD) Anthropic: $230-300B (H2) Databricks: $134-160B (Q1-Q2) Stripe: $91-120B (H1) Revolut: $75-90B Canva: $50-56B Combined: $2.9T - $3.2T+ in new supply. With $7.6T MMF rotation and new Fed chair slashing rates this either gets absorbed easily or breaks the market. https://twitter.com/i/web/status/2010390631844024524 https://twitter.com/i/web/status/2010390631844024524"
X Link 2026-01-11T16:37Z [----] followers, [----] engagements

"What most miss about $ASTS: once the constellation is operational monetization happens almost instantly. - They already have partnerships with AT&T Verizon Vodafone Rakuten and 50+ MNOs covering 3B subscribers. - No customer acquisition spend needed - the MNOs do the marketing and cross-sell to their existing base. This is why Google AT&T and Vodafone took strategic positions in $ASTS. The "super wholesale" model means $ASTS flips a switch and revenue flows through partners who are already incentivized to promote the service. The first time I came across $ASTS was on [--] May [----] when it was"
X Link 2026-01-20T19:14Z [----] followers, [----] engagements

"Appreciate it. Still early if the Anduril link confirms but even without it the platform stands on its own space optics scaling NDAA reshoring multiple defense verticals all through one U.S. facility. Being vertically integrated in the U.S. is huge right now. Als they do a lot more than just defense VR. https://twitter.com/i/web/status/2014014789547155667 https://twitter.com/i/web/status/2014014789547155667"
X Link 2026-01-21T16:38Z [----] followers, [---] engagements

"@Convex_Research Maritime autonomy is a theme I've been watching. When Anduril shows up in a sub-$100M name I pay attention"
X Link 2026-01-24T23:25Z [----] followers, [----] engagements

"@ChainTrek10 Ive actually been researching this one"
X Link 2026-01-25T03:07Z [----] followers, [--] engagements

"$OPTT +20% in the overnight. $OPTT ($90M) just partnered with Anduril to deliver PowerBuoys to the U.S. Coast Guard / DHS. Let that sink in. A sub-$100M microcap is now working directly with one of the fastest growing defense primes in America on maritime domain awareness infrastructure. Anduril doesn't https://t.co/bQR0WNH289 $OPTT ($90M) just partnered with Anduril to deliver PowerBuoys to the U.S. Coast Guard / DHS. Let that sink in. A sub-$100M microcap is now working directly with one of the fastest growing defense primes in America on maritime domain awareness infrastructure. Anduril"
X Link 2026-01-26T02:19Z [----] followers, 69.9K engagements

"@retail_mourinho @CeoOndas This one is gold. I think it will be my best investment for 2026"
X Link 2026-01-27T22:08Z [----] followers, [---] engagements

"@mc_khristina $LTRX connects to both. Anduril through Trillium sensors ONDAS through the SPAI partnership that just dropped today. $270M cap sitting in the middle of two massive ecosystems"
X Link 2026-01-27T22:10Z [----] followers, [----] engagements

"$ONDS trades at 100x sales. $LTRX trades at 2.3x. Thats a 40-50x multiple gap. $LTRX generates more revenue ($118M TTM) than $ONDS $RCAT and $OSS combined. If $ONDS deserves a premium for being an integrator that premium is already priced in many times over. The question isnt whether integrators deserve higher multiples than suppliers. The question is whether that gap should be 50x. For $ONDS to justify its current valuation from here it needs near-perfect execution. $LTRX needs only modest re-rating to deliver multiples on capital. https://twitter.com/i/web/status/2016377713108385866"
X Link 2026-01-28T05:08Z [----] followers, [----] engagements

"@retail_mourinho"
X Link 2026-01-30T16:57Z [----] followers, [---] engagements

"@retail_mourinho I bought the ASTS dip"
X Link 2026-01-30T16:58Z [----] followers, [---] engagements

"@SJCapitalInvest This is my favorite photonic stock on the market right now. Hyperscaler deals confirmed and US domestic manufacturing. $AAOI"
X Link 2026-01-30T18:33Z [----] followers, [----] engagements

"@undrvalue Three things: 1) Legacy baggage from the robotics pivot 2) Acquisitions just closed - financials haven't consolidated yet 3) Nobody digs through supply chain databases. The Anduril connection isn't in any headline"
X Link 2026-01-31T20:52Z [----] followers, [----] engagements

"@elpistollero_ Agreed. And the Air Force Research Laboratory contract just extended it to satellite integration. Drones ships and satellites in one network"
X Link 2026-01-31T20:53Z [----] followers, [---] engagements

"@GordonWealthInc @jakebrowatzke $AAOI"
X Link 2026-02-04T00:43Z [----] followers, [---] engagements

"@cursor_ai Switching from Cursor to Claude Code increased my productivity by 450% No matter how many UI updates you push You have lost this race"
X Link 2025-06-05T01:54Z [----] followers, [----] engagements

"@stphnjet @cursor_ai Simple: No middleman limiting context windows or adding their own restrictions. Claude Code gives you direct CLI access to the full model. Cursor puts guardrails everywhere. It's like coding with training wheels vs actual autonomy. The terminal doesn't lie"
X Link 2025-06-05T02:37Z [----] followers, [---] engagements

"@dankenger @AndrewDudum More Powerful TRT baby lfg"
X Link 2025-07-15T16:06Z [----] followers, [---] engagements

"$ASTS BlueBird satellites with [----] sq ft arrays deliver up to [---] Mbps to unmodified phones. This scalability disrupts rural telecom where building towers is costly offering high-speed connectivity where terrestrial networks cant. #ASTS"
X Link 2025-07-23T16:28Z [----] followers, [----] engagements

"Holy shit. The UK obesity drug market just went vertical. [---] million Brits are now buying Wegovy/Mounjaro out of pocket EVERY MONTH while the government fumbles with a 12-year rollout plan. This graph tells the whole story 🧵"
X Link 2025-07-31T03:39Z [----] followers, [----] engagements

"@PalmerLuckey told you who to buy [--] years ago. You didn't listen. Now they're building [---] subs/year and $KRKNF is still under $5. @FuckfaceDrumpf @M_Booner No. Kraken makes batteries. We buy batteries from Kraken. You fail to understand because you are an idiot. @FuckfaceDrumpf @M_Booner No. Kraken makes batteries. We buy batteries from Kraken. You fail to understand because you are an idiot"
X Link 2025-10-05T20:24Z [----] followers, [---] engagements

"US Navy wants HUNDREDS of autonomous subs by [----]. Every single one needs sonar and batteries. Kraken Robotics $KRKNF owns both markets. The underwater domain is having its "drone moment" like air warfare had in Ukraine. We're so fucking early. #Anduril"
X Link 2025-10-06T08:00Z [----] followers, [----] engagements

"Undersea cables cut in Red Sea. 95% of global internet runs through these cables. The underwater surveillance revolution isn't coming. It's here. Being forced by actual attacks. $KRKNF #Anduril #Defense *MICROSOFT: MULTIPLE INTERNATIONAL SUBSEA CABLES CUT IN RED SEA https://t.co/amGnzItdJ3 *MICROSOFT: MULTIPLE INTERNATIONAL SUBSEA CABLES CUT IN RED SEA https://t.co/amGnzItdJ3"
X Link 2025-10-06T16:42Z [----] followers, [---] engagements

"@Karelw04 @the_stockbull @allinkraken @KrakTrack @musa_equity @Mihaloi69Rage @MaikemiC @hennycapital @alc2022 Cant forget the OG @NighthawkTradez"
X Link 2025-10-09T22:46Z [----] followers, [---] engagements

"$KRKNF Pentagon's next industrial policy target: air drones. Are sea drones next: some very juicy micro caps in the space Pentagon's next industrial policy target: air drones. Are sea drones next: some very juicy micro caps in the space"
X Link 2025-10-25T13:45Z [----] followers, [----] engagements

"Palmer Luckey on Rogan: "Anduril has an internal policy called China [----]. Anything we're working on needs to be built with the assumption that sometime in [----] China moves on Taiwan." This explains why $KRKNF $PNG.V has such a strong moat. Anduril physically cannot change suppliers without missing their readiness deadline. Redesigning would take [--] to [--] months. The clock is ticking and Kraken Robotics is already integrated into every subsea drone Anduril builds"
X Link 2025-10-28T00:33Z [----] followers, 14K engagements

"$KRKNF - ANDURIL OFFICIALLY OPENS ITS NEW FACTORY IN AUSTRALIA $KRKNF $PNG.V Anduril has officially opened its new 7400m Sydney facility to mass produce Ghost Shark under a A$1.7B contract with the Royal Australian Navy. Every Ghost Shark is powered by Kraken Robotics sonar + batteries creating an estimated C$10m revenue per hull https://t.co/64jJ6SRVfD $KRKNF $PNG.V Anduril has officially opened its new 7400m Sydney facility to mass produce Ghost Shark under a A$1.7B contract with the Royal Australian Navy. Every Ghost Shark is powered by Kraken Robotics sonar + batteries creating an"
X Link 2025-10-31T15:12Z [----] followers, [----] engagements

"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. https://t.co/TaE7t2wjYe 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. https://t.co/TaE7t2wjYe"
X Link 2025-11-02T23:07Z [----] followers, [----] engagements

"Solid $KRKNF deep dive from @TacticzH Worth reading if you want to understand the full business beyond just the Anduril thesis $KRKNF $PNG - Kraken Robotics Deep dive is live 🚨 I have just posted my deep dive on Kraken Robotics on my SS. This company has been getting a lot of praise on X and other social media outlets so I wanted to find out what the fuzz was about. My deep dive is a proper first https://t.co/bmIkAJCSRS $KRKNF $PNG - Kraken Robotics Deep dive is live 🚨 I have just posted my deep dive on Kraken Robotics on my SS. This company has been getting a lot of praise on X and other"
X Link 2025-11-16T18:57Z [----] followers, [----] engagements

"997 members in the Kraken community Just [--] away from [----] I am genuinely grateful for everyone who has joined to share research and build this together What started as a few people discussing an idea has become something special Here is to [----] and beyond $KRKNF"
X Link 2025-11-16T19:58Z [----] followers, [----] engagements

"RT @aleabitoreddit: Honestly just looking at the quoted net income chart Makes you wonder why people try and full port it into contrarian"
X Link 2026-02-04T15:27Z [----] followers, [--] engagements

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