RT drdavecoin.eth 🍌 (@drdavecoin)That’s one small step for Geez, one giant leap for ApeChain 🦍💫 The First ApeChain NFT has been sent to Space, made possible by @crunchlabs 💫@GeezOnApe #1998 aka “Ron” is officially the first ApeChain NFT to be sent to Space and the first NFT to be captured orbiting the Earth in the vacuum of Space 🛰️🌍 ...

Real Estate & Space Industry Trends - Data centers are a rapidly growing sector in real estate, driven by AI, cloud computing, and online activities, but their high energy consumption poses a challenge [1] - Private capital is flowing into the space industry, with new companies emerging to serve various aspects of the sector from both public and private perspectives [3] - The space industry is experiencing a revolution, with companies seeking to monetize space through manufacturing and serving as a base for further space exploration, including potential data center production on the moon [6] - Space offers unlimited power from the sun, unlimited cooling from the vacuum, and unlimited real estate, potentially unlocking constraints faced on Earth and providing clean energy [9] - The current economic environment presents challenges for global development, with stagflation, higher rates, and slower growth making it difficult for developers to make projects financially viable [19][20] Technological Advancements & Infrastructure - Reusable rocket technology is advancing, with potential for 1,000 tons of launch capability, moving towards a million tons per year [32] - Robotics are becoming increasingly advanced and advantageous in the lunar environment due to the challenges of sustaining human life in space [31] - Ethos is developing technology to utilize lunar geological resources, such as anorthosite, to create building materials like synthetic igneous rock, which is twice as strong as concrete, for constructing landing pads, roads, and foundations on the moon [26][27][28][29] Energy & Power Consumption - Data centers are projected to consume a significant portion of US power generation, potentially reaching 40% by 2030, highlighting a serious infrastructure problem [42] - China has a significantly larger installed power base than the US and is investing heavily in solar energy, necessitating the exploration of new, non-Earth-bound power generation methods [44] - The cost of solar energy is declining rapidly, and nuclear energy is gaining traction, suggesting that energy problems will be solved, but the demand for power is infinite [47] Investment & Future Outlook - Capital is seeking great opportunities and returns, with space emerging as a promising area for investment [21] - Infrastructure investments require a long-term perspective, considering future disruptors and their potential interplay with the current world [14] - The space industry is in its early stages, similar to the railroad era, representing a major investment opportunity and creating new "rails" for the future [17]

Scientific Concepts - Gravitational waves are created when two black holes collide [1][2] - Albert Einstein predicted gravitational waves over 100 years ago in 1916 [2] - LIGO uses laser beams to detect gravitational waves [3] Space Exploration - The Milky Way galaxy has gravitational waves [1] - Black holes are described as super strong celestial bodies that pull everything in, even light [2] Miscellaneous - The University of Hawaii has a study called "chocolate deep space" [4]

Company Overview - AeroVironment (AV) has a pro forma adjusted revenue of approximately $2 billion in FY26 [8] - The company's market capitalization is $8 billion as of May 31, 2025 [10] - AV has fielded over 42,000 platforms in demanding environments [7] - AV sells to over 100 countries [9] Strategic Positioning and Growth - AV's total addressable market exceeds $50 billion [23] - The U S DoD is pushing for $150 billion in additional spending [22, 26] - No single area is expected to contribute more than 30% of FY26 pro-forma revenue [30] Innovation and Technology - Nearly $3 billion has been invested in hardware and software over the past decade [21, 31] - AV has delivered over 40,000 units, continually refined through operational feedback [31] BlueHalo Acquisition - The acquisition of BlueHalo closed on May 1, 2025 [13] - The acquisition is expected to be accretive to Revenue, Adjusted EBITDA, and non-GAAP EPS in the first full year post-close [16] Cost Advantage - Ukraine has fired approximately $36 million worth of Switchblade 600 munitions to destroy over $2.5 billion worth of enemy equipment [67]

Cruise Tourism Industry Growth & Trends - Global travel reached 14 billion (140 亿) people last year, approximately equivalent to China's population [1] - Cruise tourism is a niche market but is rapidly expanding [1] - In 1980, cruise passengers were 14 million (140 万); by 2006, they reached 15 million (1500 万); in 2011, 20 million (2000 万); and last year, 30 million (3000 万) [1] - Cruise ship capacity has increased from 400 to over 5,000 people plus crew [1] - Cruise durations have decreased to 5-7 days, turning ships into "floating cities" [1] Impact on Local Communities - Research indicates that 40% of cruise tourists surveyed spent nothing in the local community [1] - The remaining 60% spent around €10-€20 on small items [1] - Limited time in port leads to rushed experiences and missed opportunities to engage with local culture and products [1] Recommendations for Sustainable Tourism - Reduce the number of mega-ships arriving in destinations [3] - Increase compassion for local communities [3] - Establish a quota and fund for the community [3] - Involve diverse stakeholders, including women, in tourism planning [3]

4 3 2 1 ignition and lift. For three nations, a new chapter in space takes flight. Godspeed, X4. ...

T - 10 9 8 7 6 5 4 3 2 1 ignition and liftoff. For three nations, a new chapter in space takes flight. Godspeed X4. ...

Financial Data and Key Metrics Changes - The company achieved record fiscal year revenue of $821 million, which is 14% higher than the prior year period, and record fourth quarter revenues of $275 million, which is 40% higher than the prior year period [7][38] - The total bookings for fiscal year 2025 reached $1.2 billion, indicating robust demand for the company's solutions [7][39] - The funded backlog at the end of fiscal year 2025 was $726 million, which is 82% higher than the prior fiscal year [7][39] - Adjusted EBITDA for Q4 was $61.6 million, up from $22.2 million in the previous year, driven by higher revenue and gross margins [24] - Full year adjusted EBITDA was $146.4 million, representing 17.8% of revenue, a 15% increase over FY 2024 [24] Business Segment Data and Key Metrics Changes - The Loitering Munition Systems (LMS) segment saw revenues for Q4 rise 87% to $138 million, with full fiscal year revenues of $352 million, an 83% increase [11] - The Uncrewed Systems (UXS) segment posted Q4 revenues of $113 million, a nearly 9% increase year-over-year, while full year revenues were slightly lower at $382 million [12] - The McCready Works segment reported Q4 revenues of $24 million, a 24% increase, with full year revenues of $87 million, which was 14% higher than the prior year [16] Market Data and Key Metrics Changes - 52% of the company's revenues were from international customers, with over 24% coming from non-Ukraine European customers [23] - The company received orders from eight countries for Switchblade products worth nearly $250 million in FY 2025 [23] Company Strategy and Development Direction - The company closed the acquisition of BlueHalo, enhancing its position as a defense tech leader with a comprehensive portfolio across air, land, sea, space, and cyber [7][39] - Starting in fiscal year 2026, the company will operate under two distinct business segments: Autonomous Systems and Space, Cyber, and Directed Energy [18][32] - The company plans to continue investing in R&D, having invested nearly $2 billion over the past decade to develop disruptive solutions [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position to meet rising demands from the U.S. Department of Defense and its allies, particularly in loitering munitions and autonomous systems [49][90] - The company anticipates strong organic growth in fiscal year 2026 and beyond, with revenue guidance set between $1.9 billion and $2 billion [7][39] Other Important Information - The company expects adjusted gross margins in the range of 29% to 31% for fiscal year 2026 [34] - The company plans to invest in expanding its manufacturing capacity to meet increased demand for its products [12][63] Q&A Session Summary Question: Discussion on Army's transformation initiative and its impact on Switchblade orders - Management highlighted the strong growth in the Switchblade business and expressed optimism about additional opportunities stemming from the Army's modernization efforts [45][49] Question: Inquiry about write-downs in unfunded backlog related to foreign military sales - Management confirmed there were no write-downs related to the LMS business or foreign military sales in the quarter [52][53] Question: Market opportunity for P550 and Red Dragon - Management indicated strong market potential for both products, with expectations for initial orders and significant future revenue generation [61][64] Question: Clarification on revenue guidance and visibility - Management explained that the guidance reflects a range of potential outcomes based on timing of contracts and funding approvals from the U.S. Department of Defense [74][86] Question: Assessment of NATO's potential 5% GDP spending pledge - Management noted that increased international demand for their systems is expected, particularly in Europe, due to ongoing global security challenges [105]

Market Trends - Speculative stocks are performing well, despite the average market drifting lower, with the Dow dipping 1 point, S&P declining 27 points, and NASDAQ losing 0.5% [1] - The market is experiencing a "year of magical thinking," particularly in the space, quantum, and nuclear sectors [2] - The "magical thinking year" is likely in the middle stages, driven by significant money-making opportunities [3] Investment Strategy - It's crucial to "ring the register" and take profits off the table to realize gains [4] - The real action is in the stocks of companies that make no money whatsoever and many have close to no revenues [1] Disclaimer - The primary goal is to help investors make money [3]

This Billionaire Immigrant Is Racing Elon Musk To Connect Your Phone From Space https://t.co/0FxBepMCIv ...