RF

wickedbeats

CCCX is merging with Infleqtion, NVDA partnered quantum compute + sensing leader. Selling Quantum RF sensors, inertia/gravity sensors, and atomic timers to the US DoD, NASA, Japan, UK, etc. Infleqtion’s revenue is second only to IONQ, at 1/5 the valuation. They also sell quantum computers, and set the commercial record for physical qubits at 1600. The world record being 6400 set by Cal Tech using Infleqtion’s neutral atom glass core. Same seed investors as Palantir and Anduril, while playing a big role in national security. We need to stay competitive with china on quantum sensing——Palantir of quantum anyone?? Same guy that did OKLO merger, and that stock 15x’d with zero revenue. As a founding partner of NVDA NVQLink, Jenson Huang has said himself that Infleqtion’s QPUs will layer on top of the GPU CPU AI datacenter architecture. Sundar Pichai has just said that quantum is accelerating on the same level as AI 5 years ago. When the merger finalizes the CCCX ticker will change to INFQ, and I think this stock will be $100+ easy. It could even surpass IONQ when people realize trapped ions may not scale as well as IONQ’s CEO promises. Neutral Atoms are extremely promising and will dominate quantum sensing, and potentially quantum computing as well. CCCX to $100+

wickedbeats

Here’s some DD for you regard bitches: CCCX is merging with Infleqtion. Quantum sensing + compute leader. Quantum RF receivers, quantum inertia gravity sensors, quantum atomic timing, and quantum computers with 1600 physical qubits, a commercial record. Cal tech achieved the world record 6400 physical qubits using Infleqtion’s glass cores. Neutral atoms is the most scalable modality of quantum computing, and is a serious contender in the quantum race. Second most revenue in quantum behind only IONQ. They sell quantum hardware and sensors to the US DoD, NASA, Japan, UK, and more. Partnered with NVDA as a founding partner of NVDA NVQLink. As Jenson Huang revealed at NVDA GTC, Infleqtion QPUs will be layered on top of the GPU-CPU AI datacenter stack to solve the most complex problems that exist. Backed by same seed investor as Palantir and Anduril. Same person that did the spac merger for OKLO. When the merger is complete, the CCCX ticker will change to INFQ. Once that happens INFQ will be on par with IONQ IMO. Right now it is valued less than half of Rigetti (lmao). It is undervalued currently due to the pre merger status.

wickedbeats

Hey regards, here is some DD for you to chew on. In-Q-Tel is the investment arm of the CIA, they invested early into PLTR and Anduril, IONQ, but they also invested early into Infleqtion (CCCX, soon to be INFQ) Infleqtion sells Quantum RF Receivers to the US Army, Air Force, and Navy. They sell Quantum Inertia Sensors and Atomic Clocks to NASA. The also sell Quantum Computers to Japan, UK, and research institutions. They are the quantum company with second highest revenue, behind only IONQ. Their quantum computer has achieved 1600 physical qubits. Computing + Sensing + Software means they're a full stack quantum company. Oh yeah, and they're partnered with NVDA, as well as a founding partner of NVQLink--Jenson Huang's pet Quantum project, where QPUs will be layered on top of the GPU-CPU AI Datacenter stack in the near future to solve out most complex problems. CCCX basically dumped almost all the way back down to NAV, so currently has limited downside, unlimited upside. CCCX is $3.6 B market cap. RGTI is $8.6 B market cap. IONQ is $16.6 B market cap. Once the merger finalizes as INFQ (dec-jan) you can best believe this is going to rip higher.

wickedbeats

Quantum bears are so annoying, they think they know everything. Always ignoring the enormous Quantum Sensing market, which is \*the quantum opportunity of today\* that will see exponential growth for multiple years before large-scale fault-tolerant quantum computing. I am long CCCX. WSB will probably wait for the merger with Infleqtion as INFQ, however. Infleqtion is a founding partner of NVDA NVQLink. And yes, one day will layer on top of the GPU-CPU AI datacenter stack as Jenson Huang designed with NVQLink. But today, Infleqtion is dominating the Quantum Sensing market. \*CCCX / Infleqtion sells quantum RF receivers, quantum clocks, quantum inertia sensors to DoD, NASA, Japan gov, UK gov, US gov, research institutions, and more\* Do some research and you will see why governments need Quantum Sensing products. One use case: battlefields are now vulnerable to GPS jamming. GPS denied environments will REQUIRE quantum sensing products like QRF receivers to operate. Same seed investors as PLTR and Anduril. Look what QS did when they merged. CCCX to 100+.

SlfImpr

$CCCX (Infleqtion) Interview with Infleqtion CEO Matt Kinsella: [https://www.youtube.com/watch?v=hLnmt8sXBXg&t=7s](https://www.youtube.com/watch?v=hLnmt8sXBXg&t=7s) **Introduction & Background** * **Infleqtion’s Core Technology:** Uses neutral atom quantum technology that operates at room temperature, eliminating the need for large cryogenic cooling systems required by competitors. **Key Products & Applications** * **Atomic Clocks & GPS Security:** Develops ultra-precise atomic clocks (1,000x better than standard) to provide jam-resistant timing backups for critical infrastructure like power grids and financial markets. * **Quantum Radio Frequency (RF) Sensing:** Created sugar-cube-sized, software-defined antennas capable of dynamically tuning across Hz to THz frequencies, enabling compact, stealth-friendly military communications and sensing. * **Quantum Computing:** Building scalable quantum computers targeting NP-hard problems (e.g., drug discovery, materials science) that are intractable for classical systems. **Quantum & AI Synergy** * **Complementary Technologies:** Quantum and AI are deeply intertwined; quantum systems can generate high-quality synthetic data for AI training and deliver ultra-precise sensor data, while AI helps optimize quantum operations. * **Software Optimization:** Infleqtion’s quantum-inspired algorithms dramatically improve performance when run on classical GPUs (e.g., Nvidia), notably helping reduce the cost scaling of larger context windows in LLMs. **Future Roadmap & Strategy** * **Commercialization Focus:** Prioritizes shipping revenue-generating products now ($29M last year) rather than waiting decades for fully mature quantum computers. * **The "Falcon" System:** Next-generation platform targeting 100 logical qubits by end of 2028 — the point where meaningful quantum advantage is expected. * **Quantum in (continues) Quantum in Space:** Partnering with NASA on space-deployed quantum gravimeters to detect underground activities, nuclear material movement, and water resource changes via ultra-precise gravity mapping. * **Public Listing:** Plans to go public, aiming to raise \~$540M to accelerate development and consolidate the quantum sector

SlfImpr

Infleqtion ($CCCX) currently on sale - the only pure play Quantum worth considering other than Google, IBM, etc. >\-- Infleqtion CEO, Matt Kinsella said that computing is not the only product coming from quantum technologies >\-- There's a wide range of other products, including quantum sensors, quantum clocks, RF antennas, gravimeters, and different types of inertial sensing equipment >\-- Citing McKinsey’s research, the executive said Infleqtion’s total addressable market (TAM) is about $160 billion >He said Infleqtion holds the record for commercial qubits at 1600. “These are physical qubits, but what really matters in quantum computing are logical qubits. And logical qubits are error-corrected physical qubits.” >Kinsella said the U.S. government is Infleqtion’s biggest customer and the company is constantly in talks with the government. “The topic of equity is brought up from time to time, and so I think, you know, we will continue to do a lot of business with the U.S. government, and those conversations will play out as they play out.” >Kinsella said **government accounts for more than 50% of Infleqtion’s revenue, with the Department of Defense (DoD) and government-run energy grids included in this category. The company also sells its clocks to non-governmental customers and academic institutions**. Source: Link in comments

SlfImpr

Infleqtion ($CCCX) currently on sale - the only pure play Quantum worth considering other than Google, IBM, etc. >\-- Infleqtion CEO, Matt Kinsella said that computing is not the only product coming from quantum technologies >\-- There's a wide range of other products, including quantum sensors, quantum clocks, RF antennas, gravimeters, and different types of inertial sensing equipment >\-- Citing McKinsey’s research, the executive said Infleqtion’s total addressable market (TAM) is about $160 billion >He said Infleqtion holds the record for commercial qubits at 1600. “These are physical qubits, but what really matters in quantum computing are logical qubits. And logical qubits are error-corrected physical qubits.” >Kinsella said the U.S. government is Infleqtion’s biggest customer and the company is constantly in talks with the government. “The topic of equity is brought up from time to time, and so I think, you know, we will continue to do a lot of business with the U.S. government, and those conversations will play out as they play out.” >Kinsella said **government accounts for more than 50% of Infleqtion’s revenue, with the Department of Defense (DoD) and government-run energy grids included in this category. The company also sells its clocks to non-governmental customers and academic institutions**. Source: Link in comments

saranwrapx211

A lot of RF exposure everywhere in the microwave range, can’t avoid it. Don’t sleep on your phone.

chevinke

RF… dude is living a life very few can even see it in dreams. Building a company from scratch and having it be worth 5 Trillion just unbelievable

ImprobablyRich

The DD skips over the part where SpaceX acquired the wireless spectrum for cellular and it isn’t an Internet pure play. Also skips over the American government paying them for special privileges and special satellites which could translate to more RF sats for their use.

Motor_News_3611

Hidden Gem: Mobix Labs (NASDAQ: MOBX) Market Cap: ~$45 M | Revenue (FY 2024): ~$10 M | YoY Growth: > 200% | Gross Margin: ~60% Sector: RF & mmWave / Defense / 5G / Optical Connectivity ⸻ 🧠 What They Do Mobix Labs builds high-frequency RF, mmWave, and optical interconnect solutions used in defense, satellite comms, and 5G infrastructure. Think filters, cables, antennas, and chips that make ultra-fast, low-latency communication possible. ⸻ 🚀 Why It’s a Hidden Gem 1. Explosive Growth: Revenue up triple-digits YoY; margins > 60% — rare for a microcap hardware play. 2. Defense & Aerospace Orders: Backlog +450% YoY; strong DoD and satcom demand tailwind. 3. Strategic Expansion: Actively acquiring — pursuing Peraso Inc. to consolidate 60 GHz Wi-Gig/mmWave IP. 4. Fabless Model: Scalable with low CapEx; leverage kicks in fast if orders keep climbing. 5. Secular Tailwinds: 5G/6G infrastructure build-out + defense modernization = multi-year growth runway. ⸻ ⚙️ Potential Catalysts (2025-26) • DoD contract wins / new design-ins in radar & satcom. • Peraso acquisition closing → vertical integration & IP boost. • Q4 2025 results: another > 100% YoY print could ignite attention. • Analyst coverage initiation — currently under-the-radar. • AI/Edge Comms synergy: 60 GHz mmWave chips tie directly into next-gen data links for autonomy and defense AI systems.

Any_Trust3489

LOS ANGELES, CA - October 14, 2025 (NEWMEDIAWIRE) - Datavault AI (NASDAQ: DVLT), through its Acoustic Science Division's Wireless Sound Association (WiSA), introduced three new solutions designed to advance interoperable, high-performance wireless audio: the WiSA E Falcon transmitter module, the WiSA Connect mobile application, and the WiSA certification application. The 5GHz Falcon module delivers uncompressed, low-latency multi-channel audio optimized for soundbars, TVs and home theater systems, outperforming traditional 2.4GHz Bluetooth with superior RF performance and 256-bit AES encryption. The WiSA Connect app allows users to control and customize WiSA E certified devices via their home Wi-Fi network, while the WiSA Certification App simplifies product development and interoperability testing for manufacturers. CEO Nathaniel Bradley said the new suite positions Datavault AI to meet the growing demand for premium, seamless audio experiences and extend its audio technologies into emerging areas such as robotics and Web3 applications.

greyenlightenment

lol >Fifth Third Bancorp (FITB) and Regions Financial (RF) were among the S&P 500's biggest decliners, with both stocks sliding close to 6% after Zions Bancorporation (ZION) said it was taking a $50 million third-quarter charge to cover a pair of bad loans How does $50 million in bad loans cause such a market contagion

Ceyenne18

RF Kennedy will tell you that you are autistic

Strange-Vibes

I feel like this is weedstocks. https://youtu.be/Y3AM00DH0Zo?si=RF_rRNyKaT5PE3W5

bobbystand

Been watching this since RF Mengele Jr's announcement. Even pregnant magats will keep buying Listerene, Bandaids, and baby powder.

bitdodgy

You are correct. Their original target was advanced CMOS of twenty years ago, but their IP became largely irrelevant once the industry moved to finfets and in-situ doped epi with minimal thermal budget, etc. Since then they've been looking for other applications like analog and RF applications (mostly based on 65nm or larger nodes). It's possible there's something there, but the market is smaller and much more cost sensitive, so the benefits of MST have to be larger to justify the cost. The licensing business model is difficult as well. A fab operator has to decide if the benefits of licensing MST are much larger than they could achieve by simply investing the same money in internal R&D, and there is complication of it being difficult to integrate into these very specific technologies, which requires R&D investment anyways and puts constraints on other possible R&D paths. The fact that nothing significant has been demonstrated after so many years (with no commercial production, evidenced by no royalties) is an indicator of high risk.

Stephen_1984

Broadcom (AVGO) is about 8% of my portfolio, too. They make semiconductors and software. From CFRA: >Broadcom (AVGO) is a leading designer, developer, and global supplier of a broad range of analog semiconductor devices, with a focus on radio frequency (RF) and optoelectronic applications. AVGO breaks its revenue into two primary segments: Semiconductor Solutions (58% of FY 24 [Oct.] sales) and Infrastructure Software (42% of FY 24 sales). Their website also includes information: https://www.broadcom.com

MusicalBonsai

I’m not from an RF field, so what does that mean as far as value? Is 25MHz not enough for anything significant?

stocklife32

MBIX deals in EMI interconnect solutions, active optical cables (AOC), 5G / mmWave ICs, and wireless / RF system design services, targeting high-reliability sectors (aerospace, defense, data center, telecom).it is shipping these advanced filtered connectors for military drone systems.The company has also announced new design wins and government / defense-related partnerships, which support its positioning in high-reliability / mission-critical electronics markets. Previously, Mobix projected sequential revenue growth of >70%.The company has recently secured design wins and begun shipping Filtered Mil-Spec Circular Connectors (with integrated Pi filtering) to defense / drone systems — Catalysts: MOBX announced a new acquisition program backed by access to over $100 million via an equity line of credit and shelf registration. The company explicitly named aerospace, defense, and 5G as target sectors for its acquisition push. If Acquisition strategy pays off, product wins in 5G / defense sectors, and the market re-rates the company. Big upside (2–3×) possible.

you_are_wrong_tho

Youre an RF engineer???

SPAC_Time

[AI Drug Discovery Pioneer, Nanyang Biologics Pte. Ltd., Enters into Business Combination Agreement with RF Acquisition Corp II in US$1.5B Transaction to Pursue Public Listing](https://www.prnewswire.com/news-releases/ai-drug-discovery-pioneer-nanyang-biologics-pte-ltd-enters-into-business-combination-agreement-with-rf-acquisition-corp-ii-in-us1-5b-transaction-to-pursue-public-listing-302573654.html) \- RFAI RFAIR

Sekshual_Tyranosauce

Essentially, the MAGA brand became distasteful to many people around the world and Musk 100% threw his hat in that ring. So other captains of industry and governments who previously considered Starlink began considering alternative service providers such as Viasat and Eutelsat. Viasat in particular picked up billions in contracts during this time, some of which had formerly been viewed as Starlink front runners. And since they have also acquired some notable companies like Inmarsat along with their RF spectrum leases and I saw Viasat as a solid long term investment with huge growth potential. They are also a military contractor and the world looks wobbly just now. My position has seen 220% since late winter/ early spring.

DreadSteed

SP is and has always been the baseline metric to beat YoY for every fund. It’s incredibly difficult to do consistently. It’s not RF but it’s the baseline that everyone measures against.

BraidRuner

What I checked and what it shows Official Lockheed material on “Compact Fusion” (background / IP). Lockheed’s Skunk Works has long-published material and a product page describing the Compact Fusion concept and patents tied to it. That IP and concept still exist in public records. Lockheed Martin +1 Patent activity (most important signal to watch). Older CFR patents (2014–2018) describing magnetic-coil/cusp approaches are publicly available (e.g., US9934876B2 / US9947420B2 etc.). Google Patents +1 I also found a recent patent publication entry that looks relevant to modular magnetic confinement and lists a 2025 publication — a document identifier US20250218604A1 / EP4258285A1 showing up in patent indexes (owner listed as Lockheed Martin in the index result). That’s the most direct recent IP signal I could find that is fusion/plasma-relevant. (Patent publications ≠ an announced program, but they’re an important indicator). Google Patents Defense / space / science press (news & journals). Major defense/space outlets (Aviation Week, Defense News, Breaking Defense) and major science outlets (Science, Nature, Scientific American) do not appear to have run authoritative stories confirming a revived Lockheed CFR or an imminent production/first-plasma announcement tied to the recent teaser. There’s coverage of Lockheed’s historic CFR work and general fusion progress in industry, but no confirmed new program restart announced publicly. Aviation Week +2 Science +2 Jobs / hiring (operational signal). Skunk Works job postings are active (RF engineers, software, etc.) which is normal for Skunk Works workstreams; I did not find public job ads explicitly calling for “fusion reactor build/test team” or similar highly-specific CFR hiring in 2025 postings. Active hiring is not proof of a fusion program. Lockheed Martin Jobs +1

Floyd_Mayweather_Sr

Infleqtion is a quantum technology company based in Boulder, Colorado, specializing in neutral-atom quantum computing and precision sensing. The company has garnered attention for its advancements in quantum computing, including the development of a 1,600-qubit array, which is among the largest in the world. This milestone is part of Infleqtion’s five-year roadmap aimed at achieving fault-tolerant quantum computers by the end of the decade . In early 2024, Infleqtion unveiled “Sqorpius,” a program focused on developing error-corrected logical qubits for real-world applications. The company has achieved significant milestones, such as a 99.73% entangling fidelity and proof-of-concept demonstrations using logical qubits . Infleqtion’s product offerings include the Tiqker atomic clock, which provides precise timing solutions for applications in defense, GPS-free navigation, and financial transactions. The company also develops quantum RF receivers and inertial sensors, catering to sectors like national security, space exploration, and artificial intelligence . In September 2025, Infleqtion announced plans to go public through a merger with Churchill Capital Corp X, valuing the company at $1.8 billion. The merger is expected to provide over $540 million in funding, which will accelerate product development and expand applications in various industries . Infleqtion’s approach to quantum technology, focusing on neutral-atom systems, positions it as a significant player in the field, with a diversified portfolio that includes both quantum computing and precision sensing solutions.

Brubiu

OZK, RF, FITB or CFG? Scoping out regional bank stocks to ride the rate cuts.

Regardium-Leviosa

Thinking Korn Ferry Oracle rubrik AeroVironment Synopsis GUHStop Lesaka RF Industries Smartbroker Holding Kroger Probably just shares this time. Maybe Oracle and AeroVironment calls. Disclaimer: Won 5/11 earnings plays last week, so reversing me is probably better than just flipping a coin

Ok-Budget-881

Mobix Labs (MOBX) Begins Deliveries of Advanced Military Connectors for Drones Mobix Labs, Inc. (NASDAQ: MOBX), a company specializing in semiconductor and connectivity solutions, announced it has secured its first design contracts and started deliveries of its new military-grade circular connectors with Pi filters, designed for next-generation drone platforms. These components are engineered to eliminate high-frequency noise that can disrupt sensitive electronic systems, ensuring secure and uninterrupted communications even in electronic warfare environments. By integrating filtering technology directly into rugged military connectors, Mobix Labs provides essential EMI protection for the modern battlefield. Military drones have become indispensable tools for armed forces, used in GPS-based navigation, flight control, targeting, and payload delivery, where precision and reliability are critical. Mobix Labs’ connectors are implemented in GPS distribution and communication systems for both drones and tactical aircraft, helping maintain secure communications and data transfer in contested conditions. “The fact that we have secured these contracts and are already delivering products for military drone applications demonstrates the value of our EMI filtering technology,” said Bob Ydens, Vice President and General Manager of Mobix Labs’ Interconnect Products division. “Military drones are at the core of today’s defense strategies, and our Mil-Spec-compliant solutions support customers in critical missions, even in the most challenging environments.” Headquartered in Irvine, California, Mobix Labs provides advanced wireless and wired connectivity solutions, RF technologies, switching and filtering systems for aerospace, defense, 5G, medical, and industrial markets. The company specializes in EMI solutions for aeronautical GPS systems, optical cables for high-speed interconnects, and mmWave technologies for radar and imaging. Financials show a company generating ~$10M in annual revenue with a valuation of ~$70M. Another positive factor is that insiders hold 42% of the company, which strongly aligns management’s interests with long-term growth and development. On the daily chart, MOBX shows strong buying interest, with the stock trading above both the EMA50 and EMA200, giving it a clearly bullish momentum.

Ok-Budget-881

Im in mobx and this is why: Mobix Labs (MOBX) Begins Deliveries of Advanced Military Connectors for Drones Mobix Labs, Inc. (NASDAQ: MOBX), a company specializing in semiconductor and connectivity solutions, announced it has secured its first design contracts and started deliveries of its new military-grade circular connectors with Pi filters, designed for next-generation drone platforms. These components are engineered to eliminate high-frequency noise that can disrupt sensitive electronic systems, ensuring secure and uninterrupted communications even in electronic warfare environments. By integrating filtering technology directly into rugged military connectors, Mobix Labs provides essential EMI protection for the modern battlefield. Military drones have become indispensable tools for armed forces, used in GPS-based navigation, flight control, targeting, and payload delivery, where precision and reliability are critical. Mobix Labs’ connectors are implemented in GPS distribution and communication systems for both drones and tactical aircraft, helping maintain secure communications and data transfer in contested conditions. “The fact that we have secured these contracts and are already delivering products for military drone applications demonstrates the value of our EMI filtering technology,” said Bob Ydens, Vice President and General Manager of Mobix Labs’ Interconnect Products division. “Military drones are at the core of today’s defense strategies, and our Mil-Spec-compliant solutions support customers in critical missions, even in the most challenging environments.” Headquartered in Irvine, California, Mobix Labs provides advanced wireless and wired connectivity solutions, RF technologies, switching and filtering systems for aerospace, defense, 5G, medical, and industrial markets. The company specializes in EMI solutions for aeronautical GPS systems, optical cables for high-speed interconnects, and mmWave technologies for radar and imaging. Financials show a company generating ~$10M in annual revenue with a valuation of ~$70M. Another positive factor is that insiders hold 42% of the company, which strongly aligns management’s interests with long-term growth and development. On the daily chart, MOBX shows strong buying interest, with the stock trading above both the EMA50 and EMA200, giving it a clearly bullish momentum.

Diamondhands4dagainz

F22 220i, ND1 RF or a mk1 GT86?

Xexanoth

> And you seem to be unaware that the majority of fabrication done by these companies is overseas. You also seem to be unaware that there are more than 3 semiconductor companies. You also seem to think a semiconductor is a semiconductor is a semiconductor, with no idea of the functions they perform. None of the companies you listed make the RF amplifiers I needed in my last design. You made a false claim that no “chip semiconductors” are manufactured in the US. I mentioned examples of large semiconductor fabs in the US that demonstrate your sloppy claim is false. You now imply I’m making other claims I’m not, and try to move the goalposts of your earlier sloppy claim referring to all semiconductors. > These are used in any electronics product - your iphone, your iwatch, your cable box, etc. They tend not to be a significant portion of the manufacturing cost, because they tend to be so cheap. That was my point - the margins are so low on these parts, no company in the U.S. is going to produce them. So we have to import them. If they’re not a significant portion of the cost of higher-level goods, who cares if they’re a bit more expensive due to tariff costs? This gets back to my earlier remark around variable degree of dependence on tariffed goods (which includes the degree to which a final product’s manufacturing costs is currently influenced by tariff costs based on its current supply chain). > You do understand these are proposed fab builds or expansions to existing fabs, right? They do not currently exist. Yes. You do understand that this whole conversation is around US public policy / tariff policy incentivizing investment in manufacturing domestically or in Canada/Mexico, and those investments / projects take time to materialize? > Yes, it's totally normal for a healthy company to be bought out by a foreign competitor. Indeed, healthy / successful companies are acquired all the time. I’m making no commentary on US Steel’s situation, but you’re again moving the goalposts after making a false claim that they went out of business. > Because Harley-Davidson moved their production overseas as a result of the aluminum tariffs during the first Trump administration. Some of their production, and perhaps that shift is no longer as beneficial in terms of cost savings with new tariffs on all imports from Thailand.

No2reddituser

>You seem unaware of Intel, TSMC, Samsung, and Texas Instruments manufacturing semiconductors the US. And you seem to be unaware that the majority of fabrication done by these companies is overseas. You also seem to be unaware that there are more than 3 semiconductor companies. You also seem to think a semiconductor is a semiconductor is a semiconductor, with no idea of the functions they perform. None of the companies you listed make the RF amplifiers I needed in my last design. > Re: resistors / capacitors: please point to a higher-level product where these are a significant portion of the manufacturing cost. These are used in any electronics product - your iphone, your iwatch, your cable box, etc. They tend not to be a significant portion of the manufacturing cost, because they tend to be so cheap. That was my point - the margins are so low on these parts, no company in the U.S. is going to produce them. So we have to import them. > A catalog of semiconductor supply chain investments in the US: https://www.semiconductors.org/chip-supply-chain-investments/ You do understand these are proposed fab builds or expansions to existing fabs, right? They do not currently exist. >US Steel has not gone out of business or declared bankruptcy; it was recently acquired by Nippon Steel but continues manufacturing in the US. Yes, it's totally normal for a healthy company to be bought out by a foreign competitor. >Why do you think Harley Davidson is moving more of its production to Thailand? Why don’t you try to explain the relevance of your random anecdote rather than float it as a weak rhetorical question? Because Harley-Davidson moved their production overseas as a result of the aluminum tariffs during the first Trump administration. Seems like you could have looked this up easily enough, since you seem to be a master with Google.

Various_Couple_764

Almost all manufcactuing equipment has a lot of proprietary knowledge in it. we are not talking about a bunch of screws and gears. We are talking about ion implanters under high vacuum. plasma etch chamber, RF system Robotic systems electro static chucks and many other technologies that have been slowly developing over many decades. And two identical machines may not perform exactly the same. I worked in the industry and it is nothing like you see in most factories or what you see in the movies.

_DoubleBubbler_

I would add EnSilica plc (London: ENSI) as they like Filtronic are involved in RF & communications. They design mixed signal ASICs for use in satellites, satellite terminals, vehicles and global navigation systems for example, and they have received funding from the UK Space Agency’s C-LEO programme and European Space Agency’s GNSS programme. A very interesting company that in time could be worth many multiples of its current share price if they can achieve their anticipated revenue projection… ‘When combined, our anticipated revenue projections could deliver c.£100 million per annum within the medium term.’ Source: Ian Lankshear, 2024 Annual Report; [https://www.ensilica.com/wp-content/uploads/EnSilica-Annual-Report-2024-WEB.](https://www.ensilica.com/wp-content/uploads/EnSilica-Annual-Report-2024-WEB.pdf)

Diamondhands4dagainz

MX5 RF or a GT86 gen 1 for a daily?

Diamondhands4dagainz

MX5 RF or a GT86 gen 1 for a daily?

TheInkDon1

I don't know, but I think I'm with u/Cagliari77 on this one. IOT, fabless design, RF transceivers, Bitcoin, SOC.... Wait, *what*? "We're floundering and perhaps unfocused, so let's announce we're going to buy $350,000,000 of Bitcoin and then people will love us! Because Bitcoin, *right??*" And what happened in February of last year? For much of 2023 "the story" was maybe reasonable, but I'm not seeing it now in the price action.

Apart-Essay9167

Most companies don’t in house star trackers, solar panels, cameras, and usually RF hardware. Landing algorithms, fuel tanks, and main engine I agree are things they probably should take in house

Shitron3030

South Park was spot on calling him a RF. All of these markets have been open to US trade for decades. We just don’t make a lot of things they want.

TupacYupanqi

Why RF.PA took a big dump? Did USA, ISRAEL and CHINA had a threesome and we are at peace?

Neeyaanallo_Kodathi

So tomorrow morning I should buy HBAN, MMM, RF, etc… ? And when to close ? Sorry for dumb questions

moorhound

MX-5 RF: Super sexy, safe choice if you're driving for you and not looking to gap people Z4: M54 is a bulletproof engine, S54 not so much, and it looks like a suppository. S2000: Everything you find will be riced and dogged to shit, good luck

derprondo

Lotta tendies burning a hole in my pocket, think I might actually spend some. Thinking about getting a little weekend three season sports car, don't have a three car garage though. Newer MX-5 RF, older Z4 M or S2000, what do you guys like?

ethereal3xp

While its still cheap... Energous Wireless Power Solutions (NASDAQ: **WATT**), a leader in over-the-air (OTA) wireless power networks, announced the launch of the e-Sense tag, a battery-free, maintenance-free wireless sensor for location and temperature monitoring in retail, supply chain, and logistics environments. With the introduction of the e-Sense tag, Energous now offers a complete ambient IoT platform consisting of wirelessly-powered, battery-free sensors, RF-based energy transmitters, and cloud-based monitoring software. This integrated system enables uninterrupted, real-time visibility across supply chains without relying on batteries, manual maintenance, or conventional wired infrastructure. The e-Sense tag operates using energy harvested from Energous’ wireless power network. It features a compact 4x5 cm form factor; is fully encapsulated and waterproof; and is engineered for reuse in high-volume, operationally-complex environments. The tag continuously reports temperature and location data to Energous’ cloud platform and is optimized for retail, transportation, and cold chain applications.

fuckboi007007

People fail to acknowledge how big Apple silicon is. They are on their way to have chips, modem, and maybe in future RF front end / antenna components in-house with exponential growth in performance and power dissipation. This happened under him as CEO.

ElectricalGene6146

I got out recently- the risk/reward is frankly not worth it here. People need to look at Nokia as to how to value this business long term. Nokia sells hardware to telecoms amongst a slew of competitive offerings. Long term, there will be a large handful of satellite players offering direct to cell internet- you are extremely naive if you think that won’t be the case. For context, Nokia has about 20B in revenue, a 20 P/E and is valued at 28B. God knows how long it will take ASTS to get to 20B in revenue, but I’m not willing to sit through years of capital raises to build out the network only to see competitor after competitor launch compelling alternatives. For those of you saying that the tech is 100% derisked… LOL. Please take a class in RF communications and antenna design to understand how challenging it is going to be to communicate with tens (hundreds?) of thousands of cellular devices from a single satellite. The bandwidth is easy, they have proven they can do end to end coms at their frequency… but please do not say it is derisked, because it is far from it! Still much to prove, although if I had to bet at least that will likely work out. Valuation in my mind still cannot make sense here.

ElectricalGene6146

There’s huge challenges with RF that are yet to be demonstrated with listening from 10s to 100s of thousands of phones on a single satellite. Very different than connecting to one single phone. It’s not just a matter of building more satellites…

RemindMeToTouchGrass

This comment went directly into my brain's 5g chip and I didn't have to read it on Reddit. I need to adjust my tinf-- er, RF blocking hat. 

Raveen396

Because vertical integration means reduced costs, higher profit margins, and the ability to offer unique features as a result of tighter control over the full product. iPhones and Macs are more power efficient than their Android and Windows counterparts, a lot of which can be attributed to the fact that they can customize their software to fully take advantage of their hardware. This trend is going to continue as they rollout their C1 modem (RF is very power hungry) onto more of their phones, instead of having to rely on Qualcomm. They were able to migrate to their ARM architecture much faster as they were in full control of both the software and hardware roadmap, whereas Windows ARM laptops have been much slower to rollout as Microsoft has to rely on Qualcomm to develop ARM processors while continuing to support x64 architecture from Intel. The strength of Apple has always been their ecosystem and their integration, and with how much they've invested into ASIC development this is only going to accelerate. I feel like Apple hasn't really won any of the big splashy battles with AI recently, but anyone paying attention to the silicon design space in the last decade has seen the massive strides Apple has made in their hardware under the hood.

armbabar

The RF to hardware pipeline on drones operates extremely differently from how a car's AI navigation works, it's not an apples to oranges comparison as much as apples to cars that drive themselves comparison. Two different planets. I work in this field. There is absolutely no technology that has sufficiently low latency to safely remotely operate a motor vehicle in real world scenarios

iD-10T_usererror

They will do it from the HQ in Austin. My guess is that they will "geofence" the area using some sort of RF technology commonly found in commercial drones. Add in a few repeaters and they can get it back to HQ with no appreciable lag. I bet some watchdog group will FOI the FCC applications that will reveal this but way after the fact.

_hiddenscout

$CW won a nice little contract from the air force CW has been awarded an approximately $80 million firm-fixed-price Indefinite Delivery, Indefinite Quantity (IDIQ) contract by the United States Air Force (USAF) to provide its High-Speed Data Acquisition System (HSDAS) hardware and associated repair services. * The company said the contract covers its full line of Flight Test Instrumentation (FTI) products and will support production platforms as well as future USAF development programs. * Under the agreement, Curtiss-Wright will provide its HSDAS aerospace instrumentation technology including High Speed Data Acquisition, Network, Recording, Gateway, RF, and Data Analysis Software (IADS) products and services. * The sole-source contract provides products, enhancements, upgrades, repair services, field service, and technical support to the HSDAS equipment and is scheduled to run through March 2030, said the company.

_hiddenscout

ESE also does RF testing. ETS‑Lindgren provides chambers, antennas, and instrumentation used for testing radio-frequency devices—tools that are essential for ensuring aviation systems remain interference-free and FAA-compliant.

Hostificus

Sounds like he’s deregulating RF…

RaechelMaelstrom

Maybe, but I doubt it. Military radar is usually S-band or X-band. Honestly, 600 Mhz isn't that great of a part of the spectrum. It's not a very big block, if you look at the diagram, there's only about 6 Mhz band between 608 and 614 Mhz. On both sides of it are TV broadcasting. And to those thinking it might be 6G, I also kind of doubt it. To the engineers out there, there's this thing called the Nyquist Theorem which basically says you only get half the bitrate as the frequency as a theoretical limit. So 600 Mhz is not a great range for big data transfers. That's why Wifi is 2.4 Ghz and 5 Ghz, and there's wide bands to allow for lots of channels. There's all sorts of stuff that RF and Electrical engineers can explain better also about the possibilities of interference and how far apart channels should be. For example, this is why there's no radio stations right next to each other on the dial, the frequencies are split by .2 Mhz, like 81.9, and there will be nothing on 81.7 or 91.1, because of the interference.

RaechelMaelstrom

Okay, allow me to translate. The EM spectrum is huge. It covers all the radiowaves that people use, from Wifi, Microwaves in your microwave, radar, the radio in your car (both AM and FM), all the way to radio frequencies used to talk to spacecraft (X-band and S-band) and each of them have a space in the spectrum. Here's a picture of the whole spectrum: [https://www.ntia.doc.gov/files/ntia/publications/2003-allochrt.pdf](https://www.ntia.doc.gov/files/ntia/publications/2003-allochrt.pdf) Now, this is regulated by the FCC and NTIA. [https://www.fcc.gov/engineering-technology/policy-and-rules-division/general/radio-spectrum-allocation](https://www.fcc.gov/engineering-technology/policy-and-rules-division/general/radio-spectrum-allocation) The reason why it's regulated is because if it weren't, people would do all sorts of crazy things. Everything from pirate radio, setting up your own TV station, to doing RF jamming for things like aircraft transponders and radio used by airports. Now, the spectrum is highly regulated by you can buy/obtain licenses to use it, which depend on what part of the spectrum you're using. Like, you can apply for a HAM radio license with the FCC, or get a TV station license with the FCC. Imagine if everyone wanted to be TV channel 3, it'd be a nightmare. Now, not all of the spectrum is allocated (used). In general, the FCC and NTIA have the ability to take a bit of the unallocated section, or change what something is used for, and sell licenses to use it to companies who want to do something new with it. Right now if you look on the first link, 600 Mhz is used for radio astronomy, which is the kind of thing that gave us the "picture of a black hole" among other things. Trump is saying he wants to reallocate that part and sell it off to someone, for something.

Finalshock

ITT: a bunch of redditors who have the same experience working with RF that the mango in chief does.

ZuhkoYi

I think WOLF actually has potential. I'm down right now but they do have the infrastructure to build semiconductors and with a bit of a unique material (i need to research the material. I work in RF engineering)

yhezov

The stock price has not budged really. Qcom has done horrifically in the market. But, from a fundamentals standpoint, especially long term…I can’t understand why. Yeah intel is a disaster, AMD will never compete with NVIDIA and therefore is stuck without diversification strategies (because CUDA). Qualcomm is an American 2025 success story in terms of a well run company. Yeah they have lots of competition, but in many sectors they are the top (small SOC, RF, auto, VR and soon IOT)But the market does not agree.

DarkMorning636

Here's an excerpt from my draft w/ citations: $1.4 Billion - Cash on hand as reported in their [last quarterly report](https://s29.q4cdn.com/278875087/files/doc_earnings/2025/q2/earnings-result/Wolfspeed_Q2_2025_Earnings_Release.pdf) $682 Million - [48D Tax Credits](https://www.wolfspeed.com/company/news-events/news/wolfspeed-provides-update-on-steps-to-strengthen-capital-structure/#:~:text=(NYSE%3A%20WOLF)%20today%20announced,as%20well%20as%20accrued%20interest.) $750 Million - [CHIPS Act funcing](https://www.wolfspeed.com/company/news-events/news/wolfspeed-announces-750m-in-proposed-funding-from-us-chips-act-and-additional-750m-from-investment-group-led-by-apollo-galvanizing-global-leadership-in-delivering-next-generation-silicon-carbide/) $500 Million - Remaining Apollo credit facility (described in the link above) $95 Million - 711,528 shares of MACOM stock from the sale of [RF Products divestment](https://investor.wolfspeed.com/news/news-details/2023/Wolfspeed-Completes-Sale-of-RF-Business-to-MACOM/default.aspx) $25 - $50 million - [Sale](https://www.datacenterdynamics.com/en/news/chipmaker-wolfspeed-closes-texas-site-puts-up-for-sale/) of Farmers Branch, Tx

International_Mall31

Yup, Furthermore, the most high-end GaN for RF applications (where GaN is better than SiC, unlike EV's) is grown on top of SiC because of the high thermal conductivity and good lattice matching.

rriggsco

I hope OnSemi burns in hell. They bought a company that made decent RF chips, then ditched the entire product line. Destroyed value. Next time, just take a suitcase full of $100 bills out to the parking lot and light thst shit on fire.

D_ATX

According to chatGPT-4o-mini-high, Apple’s announcement that it will “create” 19 billion chips in the U.S. this year really means it will **source** 19 billion chip components from American factories—not that Apple is building its own fabs. In Apple’s terminology, “sourcing” refers to purchasing chips made domestically by its manufacturing partners. Here’s how it breaks down: * **Apple designs the chips**, but outsources **fabrication** to foundries like TSMC and to a broad ecosystem of U.S. semiconductor suppliers. * Of those 19 billion chips, **only tens of millions** are high-end SoCs (A-series, M-series, S-series) fabbed at **TSMC’s Arizona plant** [Tom's Hardware](https://www.tomshardware.com/tech-industry/semiconductors/apple-expects-to-source-over-19-billion-chips-from-u-s-factories-this-year?utm_source=chatgpt.com)[9to5Mac](https://9to5mac.com/2025/05/02/tim-cook-trump-semiconductor-investment-lol/?utm_source=chatgpt.com). * The other 18 billion+ are **commodity and discrete ICs**—power-management ICs, RF front-ends, display drivers, audio codecs, Wi-Fi/Bluetooth modules, sensors, etc.—produced by dozens of U.S. chipmakers such as Skyworks, Broadcom, Cirrus Logic, and others [Tom's Hardware](https://www.tomshardware.com/tech-industry/semiconductors/apple-expects-to-source-over-19-billion-chips-from-u-s-factories-this-year?utm_source=chatgpt.com). * Apple then **assembles** these U.S.-made chips into iPhones, iPads, Macs, Apple Watches, AirPods, HomePods, and other devices around the globe. So, Apple isn’t setting up giant new fabs itself; it’s **securing** (i.e., contracting for) the production of 19 billion chip components *by* U.S. semiconductor factories this calendar year. Sources

peanuts-in-my-jelly

RF Whey met Elmo and immediately decided to make a special list 

Sad_Sorbet_9078

They had $1.4 Billion cash on hand last quarter - 31 Dec, 2024 (we will get to see cash on hand again here in a few days.) https://preview.redd.it/dcukeqy01exe1.jpeg?width=640&format=pjpg&auto=webp&s=1c315413aafd09c906683715c50904ee10943611 They announced that they have already received the first $192 million in 48D Tax Credits. If the burn rate is $200 million/quarter, this $192 is an offset to the $200 mil burn this past quarter. Wolfspeed also has another $673 million in 48D Tax Credits ($865 mil - 192 mil = $673 mil.) This is what has already been booked and the Company has stated that they believe there could be a couple hundred million more (as they finish installing the last of the tooling into MV & JP) So here is what this looks like: $1.4 Billion - Cash on Hand $682 Million - 48D Tax Credits $750 Million - CHIPS $500 Million - Apollo Credit Facility $95 Million - 711,528 shares of MACOM stock (from the sale of RF Products divestment) $25 - $50 million - Sale of Farmers Branch, TX Not including the MACOM or Farmers Branch $$, this is $3.23 BILLION dollars. With a burn rate of $250 million, the Company has 13.3 quarters (3.3 years).

G-Money1965

The Company had $1.4 Billion cash on hand last quarter - 31 Dec, 2024 (we will get to see cash on hand again here in a few days.) [](https://preview.redd.it/hey-folks-i-might-be-a-god-but-i-am-not-the-god-v0-6u9yxqhqb9xe1.png?width=979&format=png&auto=webp&s=fb56d906df0f13a6d59f0fc91e83bcaf125afb26) They announced that they have already received the first $192 million in 48D Tax Credits. If the burn rate is $200 million/quarter, this $192 is an offset to the $200 mil burn this past quarter. [https://investor.wolfspeed.com/news/news-details/2025/Wolfspeed-Provides-Update-on-Steps-to-Strengthen-Capital-Structure/default.aspx](https://investor.wolfspeed.com/news/news-details/2025/Wolfspeed-Provides-Update-on-Steps-to-Strengthen-Capital-Structure/default.aspx) Wolfspeed also has another $673 million in 48D Tax Credits ($865 mil - 192 mil = $673 mil.) This is what has already been booked and the Company has stated that they believe there could be a couple hundred million more (as they finish installing the last of the tooling into MV & JP) $750 million from CHIPS. We can't rule that out until it is "Legally" ruled out, and there is a lot of "power" fighting on behalf of Wolfspeed in D.C. [https://www.reddit.com/r/wolfspeed\_stonk/comments/1jva6r8/the\_chips\_and\_science\_act\_is\_a\_law\_in\_america\_and/](https://www.reddit.com/r/wolfspeed_stonk/comments/1jva6r8/the_chips_and_science_act_is_a_law_in_america_and/) WOLF has access to another $500 million from the Apollo Credit Agreement. So here is what this looks like: $1.4 Billion - Cash on Hand $682 Million - 48D Tax Credits $750 Million - CHIPS $500 Million - Apollo Credit Facility $95 Million - 711,528 shares of MACOM stock (from the sale of RF Products divestment) $25 - $50 million - Sale of Farmers Branch, TX Not including the MACOM or Farmers Branch $$, this is $3.23 BILLION dollars. With a burn rate of $250 million per quarter, the Company has 13.3 quarters (3.3 years). With a burn rate of $200 million, the Company has 16.15 quarters (4.0 years)

BjergBetterThanFaker

Just got hit by mango's tariffs. wtf guys i thought it was just a prank https://i.imgur.com/RF8Q1Id.png

RandomGenerator_1

Acquisition Plan TCEI Acquisition On February 19, 2025, we entered into a commitment letter with Trumar Capital LLC to acquire through the acquisition of interests in TCEI S.a.r.l., a subsidiary formed to facilitate the transaction (“TCEI”): (i) a controlling interest in a defense-tech company that specializes in the design, production, and outfitting of a diverse range of vehicles, including industrial and military applications, as well as electronic devices for defense and security, advanced telecommunications, and tracking systems; and (ii) a controlling interest in a software as a service ("SaaS") startup focused on operational resilience. Nuburu’s Executive Chairperson owns a controlling interest in the SaaS startup, and as a result, the proposed investment will be negotiated by, and authorized only with approval from, the independent board members, and will be subject to stockholder approval. The defense-tech company's focus is on integrating its two business units: electronics and vehicles. It boasts over 30 years of experience in jamming and telecommunications, as well as the capability to produce a fully finished specialty vehicle, from design/engineering to physical realization (including both mechanical and electronic components). The ability to create tailor-made solutions based on the customer's needs is the defense-tech company's competitive advantage. Its products include (i) special vehicles for the defense industry, oil and mining industry, public transportation, electric minibus, Armored SUVs/vehicles, transformations on commercial vehicles, and lightweight fittings and (ii) RF / Counter IED (Improvised Explosive Devices) / Counter UAV-UAS (Unmanned Aircraft Systems) Jammers, system integrations, and CBRN (Chemical, biological, radiological, and nuclear defense) systems. It currently has approximately 155 employees around the globe. The SAAS company has over 1,000 daily users from 19 customers of the platform, principally in the financial services sector, including banks, insurance providers, public administrators and telecommunications companies across Europe, the Middle East and South America. It currently has approximately 20 employees -----> from the most recent 10K I find this the most intriguing part. Which defense company are they acquiring that has 30 years of jamming experience and 155 employees worldwide?

F1CKEN

Ok dude who worked at a bank and definitely knows more about RF engineering than the experts at American tower and ATT and Verizon and Vodafone. I trust.

bsam1890

Or a used Miata RF

UPnwuijkbwnui

Yeah, you need them for all electrical equipment. Grid equipment, electronics, motors. Batteries, transformers, RF stuff. But not immediate.

12destroyer21

The EU has insane tech though, they have developed Parasolid which is still unbeaten as the most advanced CAD kernel ever and is used by almost every commercial CAD program on the market. They also made very complex programs for the LHC, for particle collisions, which encompasses over 50 million lines of code. Also plasma fusion simulaters are unbelievably complicated, and needs an army of PhDs to develop. Also Nokia and Ericson 5G base station software are really complicated in terms of RF and signal processing. Finally there are the more boring software like european PLC's and SAP ERP programs. I don't think that it is fair to say that Europe cannot develop large software.

Dude_I_got_a_DWAVE

RF Mengele Jr

seattleJJFish

https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-07-25/card/false-tariff-headline-sends-stocks-on-2-trillion-ride-6ziqJRKBDgDBqN3eG0RF?st=WrK29o&reflink=article_copyURL_share

Ok_Cry7572

The script is so obvious. Get the yield down to sub 3.5, refinance the debt, initiate QE, roll back the tariffs, RF rate at 3.5% tech rips stocks up. See you in ‘26

frumpydrangus

10Y down to sub 3.5, refinance the debt, quant lessening, roll back the tariffs, RF rate at 3.5% tech rips stocks up. See you in 2026 

MillionBEAR_

The script is so obvious. Get 10yr down to sub 3.5, refinance the debt, initiate QE, roll back the tariffs, RF rate at 3.5% tech rips stocks up. See you in ‘26.

johndsmits

Funny, I was just thinking about this today. I just demoed to the military a drone that flew with no r/c, GPS, c2, nor emitted RF. Just cameras. And before arming told it to go 1mi find stuff and return. Lost sight of it but returned full speed, missed the landing so by 40m buzzing the execs. And got the pics of the subject. Told execs we have zero control of the mission too. On the way back I thought we just demoed skynet....

SD-Buckeye

Is it? Has Apple been able to make an RF chip that is better than Qualcomms radio chips? Over the past decade Apple has spent billions and still doesn’t have an RF chip to replace Qualcomms modem. It took them years and billions and billions of dollars to get their M1 chips off the ground. Chip design is insanely hard. In ten years, there may be competitors that can dethrone NVDA. In the next 5? Not a chance in hell.

Sigma_Function-1823

Zelinisky said today that he doesn't think Putin is going to live long. Apparently Putin is ill and this time it may be credible. Credible enough that Ukrainian leadership is commenting on it. If these reports are true I wonder how this will effect trumps attempts at aligning the US with the RF as Russia descends into chaos and infighting.

SD-Buckeye

Chip design is extremely hard to break into. It took Apple years and billions upon billions to try and dethrone intel. They succeeded there but they still are unable to replace Qualcomms RF chips after spending billions. I really doubt anyone can dethrone NVDA in the next 5 years. It will be 5-10 years before someone can make a competitive GPU.

tacobliss

You GDMN SNFABTCH MTHRFCKNG SSHLE FCK YOU GD FCKNG DMMT PIECE OF SHT CNT SHT FCK SHT SSFCK… Congrats and fck you 🤝

smexypelican

Wow you're such a fucking genius man, failed on facts so you can only throw insults. Visual cameras only will never achieve what other sensors can do, and Tesla will never achieve what Waymo can do. Like I fucking told you, you need the response time and sensitivity that comes from an RF or LIDAR sensor, it's more immediate than a fucking camera feed going through AI. No, not China, and I fucking hate the CCP. Anything else relevant to radars and sensors dumb fuck?

smexypelican

You fucking tool, this is year 1 shit for anyone worth a damn in RF. I have well over a decade working in subsystems to whole radar systems, shit you clearly have zero understanding of. Go fucking learn from AI about the limitations of camera based self driving systems and compare that to LIDAR, and then find out which systems are on Teslas, Mercedes, and Waymos. Morons like you are why this country is where it is right now.

smexypelican

Yea and he even says to use cameras and AI for fighter jets. Don't know how you're supposed to see things beyond visual range without RF, but okay. Or him demanding sub micron tolerances for his shitty dumpster truck. Absolute fucking moron. Same with this. Visual camera and AI means your sensitivity and reaction time is just not as high as something like LIDAR, which can use Doppler effect to sense acceleration and deceleration without going through AI. And what if it's dark, does it just completely break? Well LIDAR or other similar RF technologies don't need visible light to function. Even from a fundamental technology choice point of view he started on the wrong foot, because he is fucking dumb. And the worst thing is he doesn't know he is dumb. Guy's just a complete moron, yet idiots worshipping him think he's some IRL tony stark.

tapk68

The Mx5 RF but its 8 years old already. Still only 70000 km.

fromcjoe123

[TO BE VERY CLEAR THIS IS NOT ADVICE] Near term? I think we will see European A&D continue to have news driven tailwinds that will eventually push them into bubble territory. For the first time ever Euro A&D has a higher NTM EBITDA multiple than their US counterparts, and I expect money that is dumping US defense stocks will push them towards historical US Prime valuations seen during our DoD budget run up (~14x ish). Now they're getting close, but I think retail exuberance will push them into bubble territory. The fact of the matter is the European budgets are far more opaque and fickle than US budgets, and from a programatic perspective, it can be challenging to see who is really benefitting from spend outside of trying to amortize the value of major public awards for hardware. Additionally, actually figuring out winners and losers from just overtures of top line budget increases is hard now and it's very unclear the contractual mechanisms for how a more native European military presence will be given how much infrastructure really needs to be stood up and, especially in regards to a aviation, how much R&D needs to be doled out. Jumping to a native 6th fighter with all of the networking and EW sophistication, which exists in Europe, but in bits and pieces, is a huge task and I'm not sure how that will actually work over the next 20 years, and to be very clear, it's military aviation + plus computing and stuff in the RF value chain that has been enduringly valuable here in the US through our defense cycle. However, prime level ground systems and naval providers are generally far less valuable - ground systems partially because of lack of sex appeal but also generally bad long term production visibility outside of generational MBT recapitalization, and naval primes because of just the absurd capex and just terrible contractual mechanisms in every Western country that makes military shipbuilding generally like a 5% EBIT margin business, especially if you have small class runs which is endemic to Euro even with elevated budgets - I kid you not. So in short, unclear, but I think most things are priced in from a forward multiple basis and while there will be growth probably yet to come as budgets crystalize, some of the exuberance, especially around Rheinmetall (yes there will be a generational recap of Leopard 2, yes KMW will get a seat along with other team members that will probably come - and Nexter could grab a lot of value if France does end up being in the same architecture, and yes, this was already in the works for the last decade), will probably lead to moderate declines once budgets stabilize. European defense is slow and doing anything cross boarder, which almost has to happen, especially with any serious 6th Gen system, is even slower. It will take a while for these guys to start actually printing cash and the profitability is still unclear on any of this. In short, I think index wide there is room for growth still, but that probably contracts a bit once actually run rate programs and economics are established, and that's probably not well understood for another ~5 years. Growth multiples will come down, and nobody is going to end up exceeding a top of the budget cycle US prime. But until then, movement is going to be schizophrenic based off news and retail sentiment. TL;DR: mostly priced in, some key supply chain enablers have room to run, Ground Systems exuberance is not sustainable, will be news based retail driven schizo trading for like 3-5 years (albeit will have less interest here shortly once the Donald does something else stupid), so definitely can be day traded if that's your thing.

_hiddenscout

Some $MOD news: >Modine announced that it had entered into a definitive agreement to acquire AbsolutAire, a manufacturer of direct-fired heating, ventilation, and make-up air systems. Modine expects the transaction to close April 1 subject to customary closing conditions. AbsolutAire is based in Michigan with 2024 revenue of approximately $25M. Their direct-fired heating, ventilation, and make-up air systems enable Modine to offer a more comprehensive suite of high-performance air quality solutions. The acquisition, which will be integrated into Modine's Heating & Schools IAQ product group within the Climate Solutions segment, also gives Modine access to a broader customer base in commercial, industrial, food service, and warehousing applications. $CW news: >Curtiss-Wright awarded $50M IDIQ contract by Naval Air Systems Command Curtiss-Wright's Defense Solutions Division announced it has been awarded an approximately $50 million firm-fixed-price Indefinite Delivery, Indefinite Quantity, IDIQ, contract by Naval Air Systems Command to provide its high-speed data acquisition systems hardware and associated repair services in support of the Naval Air Systems Command Special Flight Test Instrumentation Pool. The contract, which is scheduled to run through January 2030, covers Curtiss-Wright's full line of flight test instrumentation products, including data acquisition units, network switches, data recorders, network gateways, Ethernet radios, RF transmitters, C-Band transponders, and high-speed cameras supporting fixed-wing and rotary military aircraft. This contract will support numerous platforms including the F-35, F-18, CH-53K, E-2D, EA-18, C-130, and future U.S. Navy development programs.

Prudent-Corgi3793

From [my explanatory post](https://www.reddit.com/r/StockMarket/comments/1j6rkpm/market_performance_by_us_president_nearly_100/mgqzke4/), "excess market returns (Mkt-RF) [are] total market returns in excess of risk-free treasury rates."

Prudent-Corgi3793

I plotted data for the U.S. total stock market since July 1927, which is when reliable data became available from the [Fama-French data library](https://mba.tuck.dartmouth.edu/pages/faculty/ken.french/Data_Library/f-f_factors.html). The Fama-French data library usually lags by about 2 months (currently running through Dec 2024), I supplemented the remainder with [CRSP Total Market Total Return](https://www.crsp.org/indexes/levels-constituents/), which runs through 3/7/2025, giving us nearly 99 years of data. For each president term, I have plotted on top excess market returns (Mkt-RF), meaning total market returns in excess of risk-free treasury rates. On the bottom are total market returns, which include the RF treasury rate. In the first graph, the market performance is attributed to the incumbent president. However, is there merit, as some might claim, that a forward-looking market might react to a politician's electoral victory even before they've entered office? To consistently account for this, in the second graph, the market performance is attributed to the incumbent president up to and including Election Day. Starting the day after Election Day, the performance is attributed to the president-elect. Note that this does not affect presidents who entered the office due to succession (25th amendment). Additionally, for George W. Bush's first term, since the result of the election hung the balance until the *Bush v. Gore* decision, I used a cutoff of 12/12/2000 instead, corresponding to the Supreme Court decision. In all four cases, I calculated the cumulative overall market performance, as well as by presidential party. These results are similar to those observed by academic economists, including recently [Pastor and Veronesi 2020](https://www.journals.uchicago.edu/doi/abs/10.1086/710532?af=R&). I have updated their calculation to include data after January 2016, as well as using daily data to allow for breakdown of incumbent vs. elected president.

Prudent-Corgi3793

I plotted data for the U.S. total stock market since July 1927, which is when reliable data became available from the [Fama-French data library](https://mba.tuck.dartmouth.edu/pages/faculty/ken.french/Data_Library/f-f_factors.html). The Fama-French data library usually lags by about 2 months (currently running through Dec 2024), I supplemented the remainder with [CRSP Total Market Total Return](https://www.crsp.org/indexes/levels-constituents/), which runs through 3/7/2025, giving us nearly 99 years of data. For each president term, I have plotted on top excess market returns (Mkt-RF), meaning total market returns in excess of risk-free treasury rates. On the bottom are total market returns, which include the RF treasury rate. In the first graph, the market performance is attributed to the incumbent president. However, is there merit, as some might claim, that a forward-looking market might react to a politician's electoral victory even before they've entered office? To consistently account for this, in the second graph, the market performance is attributed to the incumbent president up to and including Election Day. Starting the day after Election Day, the performance is attributed to the president-elect. Note that this does not affect presidents who entered the office due to succession (25th amendment). Additionally, for George W. Bush's first term, since the result of the election hung the balance until the *Bush v. Gore* decision, I used a cutoff of 12/12/2000 instead, corresponding to the Supreme Court decision. In all four cases, I calculated the cumulative overall market performance, as well as by presidential party. These results are similar to those observed by academic economists, including recently [Pastor and Veronesi 2020](https://www.journals.uchicago.edu/doi/abs/10.1086/710532?af=R&). I have updated their calculation to include data after January 2016, as well as using daily data to allow for breakdown of incumbent vs. elected president.

Ok_Cry7572

Hawk Tuah girl wasn’t talking about what we thought, but was instead referring to a classified space-based intelligence satellite, Hawk 2A, engaging in SIGINT (Signal Intelligence) operations. When she said, “Hawk 2A SIGINT on that thang,” she cryptically revealing a next-generation RF surveillance platform, one capable of tracking global transportation networks, monitoring illicit activity, and assisting in disaster response. A constellation of small satellites using advanced signal interception to map the movement of aircraft, ships, and vehicles in real time; effectively a civilian SIGINT initiative hiding in plain sight... Maybe what seemed like a viral joke was actually the slip of an insider, a moment of disclosure disguised as absurdity. Hence her sudden disappearance

Scone48

Trump knows this and his team of economists. There is a somewhat evil plan. It s about the exorbitant privilege of the US dollar as world reserve currency, which has become a burden in their eyes, and therefore slapping everyone with tariffs will trigger the other central banks into lowering interest rates, lowering the euro, yen, etc compared to the dollar and therefore compensating the tariff. Nothing changed in prices, but now the rest of the world is paying tariffs which go btw directly to the pocket of the trump administration and not congress. This is all in policy papers leaked. Check out : https://youtu.be/2O5zZXNXGfk?si=ooM7rg6NF8L-j-RF

OhMyGains

You don’t know how different RF systems work based off your comment.

1ess_than_zer0

Most things have been derisked in my honest opinion. The tech works. We’ve already established this with multiple carriers that have tested and proves it works. That was the biggest question mark for the longest time. Whether it works at scale I think is still somewhat question in practice but multiple RF people have said it will. What kind of continuous service with tens of thousands of people simultaneously using it will be though? Funding was also a big concern which has largely been whisked away as well. A billion in the bank with more contracts on the way. And favorable financing that seems to keep coming. FCC approvals seem to be (slowly) making their way through the process. Right now I truly think it comes down to business execution. Production of satellites isn’t like production of millions of cars either though. We need 168 (obviously more in future and for upgrades but I disgress) and that number is something that is manageable even without a perfect assembly line production capabilities. I’d also like to see a BB2 unfurl and work like BB1 so we can have confidence there. I feel like it’s more a matter of time now. Will we get full constellation end of 2025? Mid 2026? End of 2026? I mean at the end of the day does it matter THAT much other than short term stock price movements? Just as long as it does happen - revenue generation will just fall in place at that point.

TessierSendai

On the off-chance that you're not a paid Russian troll; no, it's a fucking terrible idea. The BoR is currently reporting 21% inflation and the government's military spending is the key driver behind that. When the war in Ukraine ends (regardless of the final outcome), what do you think is going to happen to Russia economically and politically?  I'm old enough to remember watching the fall of the Soviet Union as it played out on TV. The Russian Federation will almost certainly cease to exist as a coherent whole within the next five to ten years, and will most likely crumble once Putin dies (of old age or defenestration). What happens to in-country assets such as Gazprom when that happens? My guess is that Putin's successor will follow Putin's game plan and asset strip the country for personal enrichment. The whole RF economy is a house of cards waiting to collapse.  On a non-financial level, does making a few bucks really justify investing in an economy that only exports fossil fuels and war crimes?

LokiPokee

Shares are safe. You’ll do well. RF is a gangsta 😎

Montyprice7206

Imagine they bring back the apprentice but it’s White House edition. 🥭 makes em do a bunch of challenges and the “board” is 🥭, Elon, and RF🌈 Jr. in the oval The winner gets a $5000 doge stimulus check

AsgardWarship

New iPhone today were boring but I feel like a lot of people are sleeping on the in-house designed modem , which is an engineering achievement in its own respects. Apple pays QCOM $8-$10B a year and just halving that would be meaningful for margins. And then there are RF components that Apple will likely bring in-house too. Good for apple and tsm (maker of the chips) and bearish for qorvo and skyworks (suppliers of RF components)