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@JeffGabel "I could see Boston Dynamics Spot winning best in show #AUSA"
X Link @JeffGabel 2025-10-13T11:25Z 2143 followers, XXX engagements

"Forget Mag X BATMMAAN or FAANG - its time for Drone X era of Defense D - Data Analytics ( $pltr) 🧠 of battlefield R - Robotics and unmanned ( $onds / $dpro / $rcat ) O - Onboard AI ( $avav ) N - Networks and communications ( $baesy / $lhx / $drs ) E - Electronic warfare ( $ktos)"
X Link @JeffGabel 2025-10-05T23:00Z 2143 followers, 3191 engagements

"@VASTCNC @4thturnin $tdy huge navy contracts in AUV and sonar/ $eslt USV options / $ldos sea dart You got plenty of options plus supply chain ideas to dig. Dont take their word its the only play because he said thats all the banker could find on Anduril"
X Link @JeffGabel 2025-10-07T00:39Z 2145 followers, XXX engagements

"They should sell their $RR RaaS restaurant bots to $tost - would be super strategic to not only run restaurant operations but be a full blown autonomous machine. Handling finances and managing orders"
X Link @JeffGabel 2025-09-11T22:24Z 2142 followers, 1080 engagements

"Ultimate Axe power move would be for Alex Karp to convince Metallica to not play Dreamforce and instead fly the band out to an undisclosed Ukrainian Air base next to C-5M to play concert for the troops and celebrate their new gov contracts"
X Link @JeffGabel 2025-10-13T10:56Z 2143 followers, XXX engagements

"Lets not forget $eslt already has Iron Vision HMD AR 360* views for situational awareness. Imagine BCI $wlds could enhance neural signal capabilities and control amygdala hijack Its all about Silent Speech"
X Link @JeffGabel 2025-09-21T18:10Z 2144 followers, XXX engagements

"Quick reminder - drones will save farming and the $$ will be funneled into automation $onds $oust x $de 🦌"
X Link @JeffGabel 2025-10-03T01:49Z 2143 followers, XXX engagements

"@mvcinvesting Clickhouse has a Govt waitlist meanwhile $snow rolled out IL5 for DoD. Would love to understand the strategy for $nbis"
X Link @JeffGabel 2025-10-10T11:12Z 2144 followers, XXX engagements

"@terrellcamp @bodoxstocks I saw their demo when released - Good acquisition target for axon"
X Link @JeffGabel 2025-10-15T03:20Z 2143 followers, XX engagements

"Fits in nicely to the MNO trend - maintenance repair overhaul asset management needs of Navy and Air Force but also in battlefield robotics ✅Increase asset availability ✅Optimize maintenance schedules ✅Predictive maintenance ✅Real-time visibility maint readiness $odys (serious IAI alums)"
X Link @JeffGabel 2025-10-03T19:02Z 2142 followers, XXX engagements

"WSJ is the ultimate indicator- works every time $rklb Especially when I get text message last Sunday from Dad early AM Hey buddy - Have you heard of a Rocket laboratory"
X Link @JeffGabel 2025-10-10T14:02Z 2142 followers, XXX engagements

"Last July4th I spent the whole time researching drones and autonomous plays - this wknd I spent most of it looking at autonomous UUV/USV/ASW naval warfare. NATO is gearing up for conflict - know your animals IAI - 🐋 $eslt - 🐦 Shana - 🦈 $hii - 🐳"
X Link @JeffGabel 2025-09-01T14:01Z 2144 followers, XXX engagements

"@danielnewmanUV Dont sleep on $mob - the new secure controller of drone battlefield and humanoids"
X Link @JeffGabel 2025-09-29T21:44Z 2143 followers, XXX engagements

"This is massive tailwind to replace everything DJI with new drones. Clean sweep"
X Link @JeffGabel 2025-10-03T12:31Z 2142 followers, XXX engagements

"Creating the next layer of super soldier that has lightening reflexes flood of situational data and can control an autonomous fleet like a mothership. This is the defense wave of the future from wearables to 🎮 $wlds $mob $onds - X top picks"
X Link @JeffGabel 2025-09-21T17:16Z 2143 followers, XXX engagements

"@terrellcamp @bodoxstocks Id like to see $mob on the invite list - theyre wild"
X Link @JeffGabel 2025-10-13T21:37Z 2143 followers, XX engagements

"Stabilizers engage $dukr $eslt 🦅"
X Link @JeffGabel 2025-08-22T13:52Z 2143 followers, XXX engagements

"Doesnt seem like a coincidence $pltr is in South Korea. Theyve done a lot of work with Foundry on ship building for HD Hyundai and these companies need extra US support"
X Link @JeffGabel 2025-10-15T03:42Z 2143 followers, XX engagements

"Once a luxury reserved for big manufacturers smaller smarter more flexible and less expensive cobotscollaborative robots are bringing automation to every fabricator no matter the size. These robots arent just nice to have. The slow fragile recovery of American goods production wouldnt be possible without them"
X Link @JeffGabel 2025-10-12T17:09Z 2143 followers, XXX engagements

"Palladyne provides "human-like reasoning" capabilities while Mobilicom's OS3 platform provides the cybersecurity. Follow the supply chain - $mob x $pdyn"
X Link @JeffGabel 2025-09-29T11:19Z 2142 followers, 1148 engagements

"The space race is on $rklb $asts Giant game of capture the flag"
X Link @JeffGabel 2025-10-14T19:22Z 2143 followers, XXX engagements

"Thoughts on DAWG Manufacturing is forced to speed up for small drones c-sUAS $onds + autonomous navy $hii $autlf Critical logistics- heavy lift $dpro drones + 👻 fleet boats 🔋 charged for tech $adn Universal 🕹control of the battlefield $drs x $mob"
X Link @JeffGabel 2025-09-27T14:08Z 2144 followers, XXX engagements

"So when you two gona get married What do you need shidduch you could make beautiful couple together and securely control the battlefield $mob $drs This is the new military control tower of the enterprise 💻 🎮"
X Link @JeffGabel 2025-09-19T17:59Z 2143 followers, XXX engagements

"Just a lifestyle brand $pltr"
X Link @JeffGabel 2025-10-14T19:01Z 2143 followers, XXX engagements

"@mvcinvesting Where do you see all the data from autonomous battlefield like drones flowing through Anyone openly discussing secure intelligence and warehousing of those intake points"
X Link @JeffGabel 2025-10-10T11:07Z 2143 followers, XX engagements

"We all live in a Yellow UUV Teledyne RESON is contributing to the U-SHIELD project working with Danish and European partners to design a drone aimed at intercepting unauthorized underwater vehicles and protecting vital marine infrastructure $tdy"
X Link @JeffGabel 2025-10-05T11:05Z 2143 followers, XXX engagements

"Ive been wondering why the market is so slow to adapt to investing to industries that are critical to national security. Then I turn on CNBC and theyre arguing about $shak valuations and how many 🍔 theyre going to sell World is either upside down or just trying to keep you in the dark"
X Link @JeffGabel 2025-10-10T14:05Z 2143 followers, XXX engagements

"Canada is ponying up on Defense budgets - they know they sit behind Greenland and need to be ready at any moment plus help out with ISR So much momentum headed to $dpro"
X Link @JeffGabel 2025-10-03T23:55Z 2141 followers, XXX engagements

"Two ways to play control system of the battlefield: $drs - MFoCS is an advanced modular computing hardware system- an integrated suite of mission command $mob (GCS) are rugged all-in-one tactical controllers designed to manage uncrewed autonomous vehicles (UAVs) and robotics"
X Link @JeffGabel 2025-09-14T12:41Z 2144 followers, XXX engagements

"Massive booth #AUSA - have a feeling $eslt has every solution we need from cybersecurity homeland defense drones and AI"
X Link @JeffGabel 2025-10-13T11:42Z 2143 followers, XXX engagements

"Great read on $mob - competitive adv its been stress tested in Israel @ResearchHills"
X Link @JeffGabel 2025-10-09T21:07Z 2143 followers, XXX engagements

"Tactical and TINY - everything is being shrunk to conduct a micro autonomous war. Ive primarily looked at the BIG boys XLUUV / UCAVs but lately everything is super small and quiet as a 🐭 Few examples: Micro Air Vehicles (MAVs) Black Hornet Nano ( $tdy ) MUTTs (Multi-Utility Tactical Transport) Robotic ground vehicles following soldiers ( $onds / $gd / $oust ) Underwater Micro-Vehicles Riptide Micro-UUV ( $ba $hii ) Why Miniaturization Matters: 1.Infiltration: Small enough to avoid radar sensors 2.Ubiquity: Cheap enough to deploy thousands - enemy cant track them all 3.Innocuous appearance:"
X Link @JeffGabel 2025-10-10T11:03Z 2144 followers, XXX engagements

"Between the Govt Accountability Office and OMB (budget) the one thing youll hear over and over again in every proposal: reliance on dozens of disparate legacy IT systems and looking for control tower of the enterprise CJADC2 ( $pltr ) is the U.S. militarys effort to use artificial intelligence to quickly speed up decision making in battle zones. The Navy calls its effort Project Overmatch the Air Force the Advanced Battle Management System and the Army Project Convergence"
X Link @JeffGabel 2025-10-04T14:24Z 2143 followers, XXX engagements

"One of my favorites right now 🎮 $mob"
X Link @JeffGabel 2025-09-26T02:23Z 2143 followers, XXX engagements