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@caretak8r "Backtracking: Also listening to the previous FEIM earnings call looks like $LDOS Leidos is funding their BIOS/MIT Lincoln Labs work: Asked if the company had started work on the BIOS project with Lincoln Labs and who is funding the R&D (specifically if Leidos is paying). Interesting connection. FEI gets to keep the innovation output even if funded by LDOS"
@caretak8r on X 2025-07-23 16:33:02 UTC XXX followers, XX engagements

"As of late I've been VERY interested in companies that do very specialized manufacturing of components and parts. I was also looking at $LOAR. Nothing to do with this however but it's notable that specialized providers to the military eventually makes it way into normal markets"
@caretak8r on X 2025-07-23 15:47:10 UTC XXX followers, XXX engagements