RF

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)

LengthyDiscussions

GCL merged with RF acquisition corp. I saw someone posted recently that they had projected earnings that were like 100x their market evaluation recently although i can't find the post but they flopped upon listing. I'm curious to hear what others think about GCL global holdings long term.

Sea-Boat-1717

Lmao. Calculate the SNR with 64m² vs 900m² arrays at 2GHz through 1000km atmospheric path loss. ASTS needs 30:1 leverage and $4.2B more capex just to get 20 sats up because physics demands that aperture size. Their -680% margin burning $287M/quarter isn’t “execution risk,” it’s basic RF link budgets. But hey, enjoy your $8.4/kg LEO payload costs on custom experimental deployables while Starlink scales with proven F9 mass manufacturing at $2.7/kg. I’m sure those $425M bonds due 2029 will work out fine with their current cash burn. 🚀 Shannon-Hartley theorem doesn’t care about your DD posts.​​​​​​​​​​​​​​​​

Sea-Boat-1717

Nice armchair engineering. Try calculating the link budget with a 20 dBi path loss, -110 dBm noise floor, and a 0.3W phone transmitter through a 2x2cm patch antenna at 2 GHz carrier frequency. Then factor in atmospheric absorption and satellite elevation angles. Even with CDMA’s processing gain, you’re barely closing the link for 1 kbps SMS. But clearly you know better than everyone who actually works on satellite RF systems. 🙄 Let me know when you figure out how to violate Shannon-Hartley.​​​​​​​​​​​​​​​​

dalellama

In the end... those old less than sexy analog RF secure devices are integral to either modern or future wae fighters. The ability to dial in or dial up is a skill most think useless. There is a reason link 16 went to tiawan and why we are focused on indo pacific and Mexico. Just sayin

Tempest1897

[I don't know when to stop.. : r/wallstreetbets](https://www.reddit.com/r/wallstreetbets/comments/aeqcvt/i_dont_know_when_to_stop/?st=JR0RF2D2&sh=ae648486&sort=confidence)

Various_Couple_764

>China has imposed a complete export ban on critical minerals—gallium, germanium, and antimony—disrupting global semiconductor supply chains and escalating trade tensions with the United States. for decades Chia has used government subsides to produce more than the market need san then dumps the material on the international market are very low prices. Forcing other producers of the metal out of buisness. Allowing china to create a monopoly. The rest of the world has now knows what china is doing and as a result scansions and tarriffs are bing used to punish china for this and to encourage other other companies to reopen there mines. Gallium, germanium and antimony are not rare. They are everywhere. Antimony is mainly used a lead sustiute in bullets. Gallium and germanium are used in special RF circuits and very specialized chips. Most microprocessors and memory chips don't use these metals. China has used the same subsidy and dump policy on electric vehicles, solar and they ar trying in semiconductors. But most of the semiconductor manufacturing equipment and spare parts are not made in china. Most are made in the US so china is having a hard time with semiconductor ship manufacturing.

JaMMi01202

I feel like AVGO (Broadcom) is a relatively safe bet prior to Fed announcement (one of few). If rates decrease fractionally, AVGO will gain as will many other stocks which have debt (since the debt will be cheaper to finance). But if rates hold (which I'm not expecting, but it's the only likely outcome other than a small decrease), then if there's a dip - AVGO might weather it because of potential future sales. 2025 is going to be a big year for AVGO (Broadcom) now that they've identified how to tap into the AI vein. They have decades of sales experience, and have always been a "behind-the-scenes: constantly shipping" kind of company; a company that will essentially be selling the next-gen design of, and accessories for, the "shovels" in the AI boom. Not financial advice - just some musings. Disclaimer: just went all-in on them, like them, used to test some RF modules of theirs a decade ago when I was in Regulatory RF testing. They were always on the front-lines of WLAN: through 802.11n, then 802.11ac, and onwards. Just being good at difficult technology, and REALLY good at circuit board/chip integrations.

MorganTargaryen

broadcom produces advanced radio frequency (RF) components such as filters and amplifiers for smartphones and 5g infrastructure. they also produce custom silicon networking solutions for networking infrastructure. You see making XPUs that are thousands of times faster than the best NVIDIA chip is not their only cup of tea

k1netic

In any significant future war communications would be the first thing taken out. Satellites targeted, RF jammed, cables cut/bombed. These drones would have to be operating with intelligence on the device itself as they would most likely be cut off from any command centre. Puts the push for AI into perspective and is just a bit concerning that it will not be a human deciding if you live or die out there.

Far_Sentence_5036

Filtronic plc $FTC LN £150m market cap Amazing way to play SpaceX and Starlink.. as Filtronic is one of the main suppliers of antennas and other RF comms Stock has a positive trading statement today and only trades on 15x PE with massive upgrades to come https://filtronic.com/news-events/news/filtronic-secures-further-order-strengthening-strategic-partnership-with-spacex-for-starlink/

stocks_learner

$Amplitech Group Inc ​ Double Digits SOON!! They just developed a low-noise cryogenic HEMT amplifiers positions them as a critical supplier in the rapidly growing quantum computing sector. As quantum computing advances, demand for reliable, noise-minimizing hardware will increase. Other than that they are in: - Expanding into High-Growth Markets - Focus on Custom Solutions - Strong R&D Investments - Synergy with Emerging Technologies - Medical and Scientific Applications - Military and Defense - Satellite and Space Communications - Custom Microwave Components - RF and Microwave Amplifiers​

Canis9z

How much is true or stretching the truth? This is one, GaN on 300mm but GaN-on-TRSOI Additionally, Intel Foundry continued to advance research with the industry’s first 300 millimeter (mm) gallium nitride (GaN) technology, an emerging technology for power and radio frequency (RF) electronics that can deliver higher performance and sustain higher voltages and temperatures than silicon. This is the industry’s first high-performance scaled enhancement-mode GaN MOSHEMTs (metal-oxide-semiconductor high electron mobility transistors), fabricated on a 300 mm GaN-on-TRSOI (“trap-rich” silicon-on-insulator) substrate. While Infineon already has 300mm GaN Infineon pioneers world’s first 300 mm power gallium nitride (GaN) technology – an industry game-changer 11 September 2024 – Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) today announced that the company has succeeded in developing the world’s first 300 mm power gallium nitride (GaN) wafer technology. Infineon is the first company in the world to master this groundbreaking technology in an existing and scalable high-volume manufacturing environment. The breakthrough will help substantially drive the market for GaN-based power semiconductors. Chip production on 300 mm wafers is technologically more advanced and significantly more efficient compared to 200 mm wafers, since the bigger wafer diameter fits 2.3 times as many chips per wafer.

mrtomd

QCOM is doing their own RF filters in Germany. For the WiFi7, there are teams from previous Atheros acquisition that are working on all WiFi stuff. To be honest, RF filters are not that difficult to design, when you already know a specific frequency band and required frequency response.

Stressweekly

Almost every patent of theirs mentions using superlattices which has been known since 1970 in semiconductors. The novelty in their approach is a "modified epitaxial process" using CVD, and the ability of the produced layer to impede diffusion of dopants. Realistically, their target demographic will be the fabs (TSMC, Intel, Infineon, etc.). I'm guessing this kind of control is probably more useful for the RF and analog side of things since they typically employ a higher mixing of technologies with lower transistor counts. In fact, they only showcase two papers in their FinFet section with the fabricated device of an older 20nm FinFet with no real mention of GAA or other newer technologies. That means their growth will primarily be approaching analog semiconductor firms which is a smaller market than the digital side.

ikindalikelatex

Not every piece of electronics needs the bleeding edge node. Lots of stuff uses bigger, older, cheaper nodes. Power stuff, RF, cheap consumer products. Even some of the latest datacenter chips make some parts with older nodes and glue them next to the bleeding edge parts. Its not always about older nodes being cheaper, Power applications/RF have some phyisical quirkiness and limitations on super small nodes. New nodes are not getting cheaper, and unless this trend of using electronics/chips on every thing we make reverses these older nodes will always have lots of volume. Their margins might not be great, but I don't think they're going anywhere.

Shadeun

Definitely asking it sincerely. I see you mean RF emissions and not carbon. I misread/skimmed/had a stupid moment in the OP.

ThisIsPaulDaily

I'm not sure if you are asking the second question sincerely.  I think you're thinking of tailpipe emissions. RF emissions is what we mean. Part 15 has this whole bit about not interfering with other electronic devices and also not being dangerous when exposed to emissions.  Anyways, satellites are far away and you need to emit signals strongly to reach them. The antennas a lot of phones certify with are also not often intended to broadcast to those satellites directly, but with some electronics and firmware planning you might be able to broadcast to it. This would be a different spectrum than your device was intended to radiate emissions on and would need new certifications.

beeskeepusalive

First thing I would say is to do you own research (always), but I'm looking at adding to both HBAN and RF. They've all run up so much though and just I don't know how much more they'll go. These are definitely a Trump trade group.

No_Feeling920

As opposed to your claims of Russia losing thousands in Kursk being backed by what evidence? Please, provide evidence for NK troops fighting in Kursk, too. Surely, the pro-Ukrainian Telegram channels would be flooded with gruesome footage of those soldiers getting pwned all over the place. If any of that was actually true, that is. IIRC, the RF army placed some NK flags in some villages they conquered as a way to troll the naive western media and audiences. The media responses to that were hysterical and hilarious. 

Over-Wrangler-3917

RF

beeskeepusalive

I bought calls/LEAPs on almost all of the ones you listed, plus a couple of others back in the April/May/June time frame. I'm up anywhere from 80-172% depending on the call. Some I've already sold and I still have some (BAC, RF, FITB, etc). My calls are expire in 2026.

Over-Wrangler-3917

I like Regions look up RF. We'll get there YTD chart, and look at their past few quarterlies. The bank stocks in general seem to have gone up 10% or so in the past few trading days. The FED will cut rates in the next year. Maybe it's not for you, but I think these are a no-brainer, particularly the one I mentioned. Seems like a pretty good company.

_hiddenscout

$SWKS Q4 EPS $1.55, consensus $1.52 Q4 revenue $1.02B, consensus $1.02B. Skyworks' fourth fiscal quarter revenue grew 13% sequentially, above the midpoint of our guidance," said Liam Griffin, chairman, chief executive officer and president of Skyworks. "For the second year in a row, we generated over $1.6 billion of free cash flow and ended fiscal 2024 with a record 40% free cash flow margin. Looking ahead, we believe AI is poised to ignite a transformative smartphone upgrade cycle, propelling the demand for higher levels of RF complexity. We are in the early stages of this multi-year trend and Skyworks is well-positioned to capitalize on it." sees Q1 EPS $1.57 at mid-point of revenue range, consensus $1.72 Sees Q1 revenue $1.05B-$1.08B, consensus $1.1B.

w0wsuchdoge

Good luck brother. Thoughts on the change in valuation by RF Lafferty to Buy and the $4 price target? And the test drive of the Air for use as a Police vehicle lmao.

Montyprice7206

RF🌈 Jr

GoZukkYourself

Soto in RF 🤡

whiskeynrye

Couple of other things to note from someone whos been invested since day 1. 1) SDA & Link16. Redwire does more than provide RF and Antennas for RKLB's SDA satellites, they are also base lined into York and other providers platforms. 2) Rocket Structures. Something that alot of people dont know is that Redwire is also helping X-bow systems with the SRM production by supplying the company with structures for their bolt family of rockets. 3) Moon & Mars. Redwire has lunar and martian optionality, they have multiple different lunar contract like MASON with NASA/tipping point which is for building landing pads and roads using regolith & VSAT which is a partnership with the company astrobotic where Redwire is providing ROSA arrays of various sizes to provide power for the lunar surface. There is in fact even more I could talk about too but ill cut it here, thanks for the post and the visability into a great company.

ScheduleTraditional6

Theoretically, considering how relatively *weak* the response of the “collective West” was/is, and the fact U.S. is looking into normalization of relationships with the RF post-war( whenever that is), there is a non-zero chance OP will eventually cash in on his bag, however long that may take.

golden_bear_2016

> only RF pushes propaganda sure, anything else you want to claim that I supposedly said?

No_Feeling920

Is that tin foil hat comfortable? Hyperscalers are not search engines. They are about hardware/software lending. Last, but not least, you are so gullible to believe that only RF pushes propaganda.

Educational_Tea_9929

Well I'm regarded sometimes, so I'm playing earnings with calls on PG, RF, and ALLY. I've also got URA and SMR calls, SMR ate shit today for me. One OTM Netflix put, because regarded. Ive also got an NVDA put that I bought at the top today, which I'm hoping to sell at open. Oh, and a single 270c 12/20 for GE...because it's fun to dream

Historical-Rock-5340

True well... W some effort put in the picks... I bet on Aloustis if I may say so here. I studied the company for value, not outside opinions or news articles  They make a RF filter for cell phones ect a essential product 

kormatuz

I don’t know much about RF filters and stuff. Why do you like alts?

comoetent

Here's what I've been think about recently. It's just gonna be a blurb so bear with me. IWM and IJR would be my plays. My thesis is this. With the cuts small/ midcaps reflexively look attractive since they're the majority holders of variable rate corp debt. The rotation outta tech continues so I'm meh on Qs. Logic being if my AAPL outperformed, trim some off the top and put it to work somewhere else. That somewhere else is IWM/IWR/IRJ. SPY is interesting, i think the spy 493 will perform well, but since it's market weight the 7 will weight it down. RSP here? Maybe? The Chip/AI stocks ex. NVDA charts look terrible so maybe the hype there has dissipated? pull the trigger on Regional banks like RF cuse they benefit from cuts too? Buy some LEAPS on TLT? OR were already in recession and the market has sniffed it out, Qs have lower highs, the SPY turns over soon after? Idk too much to think about

mkrugaroo

Maybe in worn torn and occupied countries where you don't necessarily have a reliable cellular or power network, a pager which works over RF is a reliable way to communicate for medical and emergency personnel. But yeah you tell doctors and surgeons operating on kids that Israel bombed to just explode.

SnooFoxes8798

Well good luck to them them. Honestly i don't see anything futuristic here in terms of scaling and this becoming some kind of technology of the future. The things you mentioned are easy in the way of getting solved by current technology. For example more and more companies/countries are making their data plan interchangeable. The people who are in remote areas won't be able to afford it and satellite base stations are more cost effective solutions. You can make an argument about the Maritime industry but again a receiver like Starlink,Kuiper etc solves the issue easy. I am an EE with a long experience in RF and Space industry and i believe that their business plan has a flaws

Quirky-Pangolin-905

Think they got it backward. BOXX receives RF+some spread. And tbh according to this site [https://app.syntheticfi.com/cob](https://app.syntheticfi.com/cob) the market on the investing / receiving rates side doesn't look particularly good ngl.

InevitableAd1139

If you’re saying you pulled clients out of the equities side of regionals, good on you, especially RF. Lot of talking heads saying to reenter, I don’t think that is wise. I want to wait to see who the quality names shake out to be post-rate cuts. If you mean the deposit side, as long as they’re under fdic insurance limits, take the best rates with the best products/services and localized management. I wouldn’t worry about my deposits being affected by increased regulatory burden. On the regulatory burden question, it’s always on the table, and more likely the larger the institution. However, we have one of the strongest lobbying arms in the country, and they’ll do everything they can to minimize this (which is wrong and bad for the entire sector in my opinion). SHOULD they? Absolutely. Will they? Doubtful. Not all regionals are OCC regulated banks, they’re fdic or fed member banks. Unpopular opinion in my world, but banks should have higher capital requirements or stricter balance sheet management requirements. Even more unpopular opinion that will absolutely never happen, get rid of FDIC insurance. Force consumers and corporations to understand who is managing their deposits. We’re one of (if not the) only industries that are required for even private banks to post their financials quarterly to the public. But fdic insurance disincentivizes the average consumer/business to reward conservative stewardship of their money and rewards hot money undue risk taking, SVB is a glaring example. I do think many banks have worked through the mismanagement of balance sheet issues and will improve with fed rate cuts, but some can’t. The assumption is that deposit rates will go down faster than loan rates for banks, which in theory is true. But in reality, they’re going to face borrower pressure to lower loan rates before maturity, which occurs with the most stable and quality borrowers first. The borrowers they WANT to refinance or move because of loan quality issues can’t move, so they are either lowering rates too fast to keep their quality loans, or losing those loans and left with the garbage. Who cares if you’re making it worse for those banks? They mismanaged their asset/liability structure, and they’ve made their bed. They’ll have to look to unfavorable acquisition or forced into shrinking, or fdic assisted failure. Do I think your clients should be looking to bonds outside of insured deposits? Maybe, the returns are likely favorable in a falling rate environment. CDs and money markets under the fdic insurance limit are obviously safer, but quality bonds are nearly as safe. If the fed cuts at the pace you are proposing, and they might, I think they’re admitting we’re in a recession and a bumpy landing is ahead. Not soft, but not necessarily hard. I think they’re going to try and avoid that and rely on knowingly skewed data, like yesterday’s jobs report that will inevitably be adjusted down 50k or so next month. Sorry, I’m off on a damn tangent, not even sure if that answered your question and obviously what the fuck do I know, lol.

SugarDaddyVA

Fed’s gonna either cut 25bp every meeting for the rest of the year or front load the cuts and maybe do 50bp on the 18th and another 50bp in November.   I’m not a Regional Bank balance sheet expert here, but I did pull clients out of RF mid-last year because of the general issues with the sector and have sworn off getting back in as my assumption is that the OCC is going to start applying stricter regulatory standards similar to the Big 4 at some point in the nearish future.  My question here is simply am I wrong?  About Fed policy and their expected rate management action being in time and enough to help?  And about pulling clients out of the sector because of the assumptions about stricter regulatory action?  And the other thing is that people like me are sounding the alarm bell to clients about pulling out of cash and moving to bonds because of the expected interest rate movement.  I’ve been talking about it for a year and so my clients are prepared and we’ve begun that process.  Are we going to make it worse for the regional banks?  You said they were scrambling for deposits and so were still overpaying on CDs and money markets and I can anecdotally tell you that I absolutely see that in my area, though I had assumed that they were just slow to react in bringing those rates down as they were to slow to react to raising them a couple years ago.  But my clients believe me over their banker for sure.   Thanks in advance for your thoughts.  

InevitableAd1139

Ha! Well, I did make a little coin on those puts last year, but steering clear of that one now. Actually looks like they’ve MAYBE pulled it off, enough to merge/get acquired reasonably anyway. OZK, FNB, RF, and KEY look shaky, options chains are nearly illiquid, though. TFC, ZION, BOKF, possibly. KRE has too many quality names that SKRE is tough play. Other than just steering clear, haven’t come up with a solid short, but feel like I should have by now, lol.

NegRon82

The article dude posted above says starlink says no and the competitors say yes. TBH it seems they need 3rd party testing to find the real details. Now with my own knowledge of RF idk if there would be much interference. We're not dealing with a lot of power or directed wave forms. I highly doubt there's much interference, and it could easily be prevented if there was, which I still doubt. As for asts sats, idk much about them other than them having to compete against starlink and eventually amazon kuiper.....they'll need a lot more funding to be successful or offer an incredible product. If they can't do optical space to ground, they're not doing anything that ground breaking in tech when it comes to wireless communications

Shot-Total-2575

He will not close it, he will rig it harder then ever. Putin is also the reiches man in the RF, but his offical salery isn't even that high.

LuckySchwinning

I am feeling you Boss! Isn't the new CEO an RF guru from Qualcomm? And wouldn't it be nice if a major like Qualcomm made an offer to purchase AKTS.... Their patents maybe valuable enough for a company to pay off the lawsuit and make an offer. They have high profit margins and many tier one customers in the may different domains. The smart money is in, so I think tomorrow will be interesting to hear what they have to say. do you have any price targets?

norebly

I've read some of their stuff 2 years ago and something about the RF division/modulation didn't make sense to me. LEO is fast moving which means frequent satellite roaming, but they also plan on supporting multiple providers? So they are subject to simultaneous uplink streams that need to connect and disconnect dozens of times a day, and the terrestrial uplinks essentially need to sprinkler head their dishes to consistently point at a blue bird. Assuming everything works as intended, it's an awful mess of radiation to and from the satellites. Now to address how they would make money... there's no bling to radiowaves, so it can't sell as a premium product, and instead it will be added as a modern day roaming charge... which will be seen as an opex for every carrier in the world, so naturally, they will either want to own satellites themselves or just spend the money on towers... I doubt SEC will allow any carriers to buy AST without putting up a fight. This stock is soaring until 2 quarters past their first profitable quarter.. then management will deliver news that it can't grow anymore and the company bleeds until it becomes motorola, to be sold for cheap for the patents.

NationalOwl9561

Options are driving the stock price… The company has no revenue, the funding they received is negligible amounts to the respective companies and it’s not much to just sign an agreement saying you’ll receive a product that isn’t even working yet. And as I mentioned in another comment, they have **not** secured the RF spectrum required to actually implement everything. As someone with an RF engineering background and in the satellite industry, it’s quite comical to see the meme hype of this whole thing. A lot of people don’t even stop to ask why anyone would care about 10 Mbps download and 3 Mbps upload speeds on their phone when you have cell towers almost everywhere. Like when’s the last time you were in the middle of the Sahara desert? It’s also like they’ve never heard of Iridium in the late 90s…

NationalOwl9561

But not the actual RF spectrum to do it lol

tri-pug

Agilent split off Keysight in 2014. Keysight does digital test and measurement (think RF, waveforms, signals). Agilent has been nearly a pure-play medical lab technology company since.

ADragonsFear

In a situation like this, it's hard to definitively say something will or won't happen. As /u/Raveen396 has stated, ESPECIALLY in RF, you just can't assume that your design, designed for the current spec, will see a performance increase for a relaxed spec. However, I'm sure if the FCC allowed for the relaxation on the spec, there would be a team(or just some overworked guy) characterizing the performance for that new spec and determining if the product is applicable for improvements, works as is, or they'll need a redesign.