RF

DigitalDensity

Could you explain the investment strategy and goal? Especially if this is a multi-decade investment horizon, SCHD and SCHH in particular are strange choice. Dividends should not generally be a focal point of a long term buy and hold strategy. Further, you hold VT, SPYM, and IXUS. In this structure, it looks like you’ve just constructed VT with extra steps and a greater expense ratio than necessary. Now there is actual merit to AVUV. However, to explain this we need to examine something called the five factors. This is something I am not qualified to explain myself and I will link a good video to it below. HOWEVER, in your case and in the nicest way possible, I don’t think YOU even know why you are considering AVUV. https://youtu.be/jKWbW7Wgm0w?si=bEOUZaF8xeW0RF6k The crypto funds… Again, I have to ask why you want these. What are these achieving that you don’t get from stocks? Are these just an attempt at diversification or held for another reason? Also people are talking about bonds bad in reference to your SGOV allocation. They make little sense here considering the high risk profile of the rest of the portfolio. Typically, investments in cash or bonds are used to lower a portfolio’s risk profile. You’re trading returns for safety. Even at a 5% yield, this is not a great decision. This video gets into it here. https://youtu.be/KdzOlRRHOU8?si=XXViK6zbiFVz9pXb Lastly, could you please explain your investment goal and/or how you even got to this set of funds? I would like to know the story here.

myironlung6

Imagine all the RF pulsing though your organs slowly destroying the soft issue. Have fun!

Not69Batman

Had a look at the job ads on the q.ai website to understand the tech. They have roles for experimental physicist (*electro-optical and acousto-optical systems*), specialist AI/ML algorithm developers (*computer vision, edge devices and speech processing*), systems engineers (*wireless/RF, firmware, electro-optical, electronics-mechanical integration*), industrial designer (*consumer electronics*), software engineers (*coding, data and architect*) and management. So it seems like Q.ai is developing a non-acoustic communication interface that enables silent speech by using electro-optical sensors and edge AI to interpret micro movements and muscle tension from the user's face. Can be applied for both noisy or silent environments. Let's see when AAPL integrates this into wearables.

Not69Batman

Had a look at the job ads on the q.ai website to understand the tech. They have roles for experimental physicist (*electro-optical and acousto-optical systems*), specialist AI/ML algorithm developers (*computer vision, edge devices and speech processing*), systems engineers (*wireless/RF, firmware, electro-optical, electronics-mechanical integration*), industrial designer (*consumer electronics*), software engineers (*coding, data and architect*) and management. So it seems like Q.ai is developing a non-acoustic communication interface that enables silent speech by using electro-optical sensors and edge AI to interpret micro movements and muscle tension from the user's face. Can be applied for both noisy or silent environments. Let's see when AAPL integrates this into wearables.

thunderchoad

SVRE may be taken over by a company called VisionWave ($VWAV) to develop their RF technology for Defense. VWAV isn't really a shortsqueeze candidate, but I think has the chance to move a lot higher especially with this acquisition.

Humble-Marketing-694

SVRE news: VisionWave Holdings And SaverOne Enter Into Definitive Strategic Exchange Agreement To Develop RF-Based Defense And Security Technology Platform

JayArlington

To be fair... modems are black magic. All the engineers who work in the RF space would have been burned as witches in the middle ages.

NewKitchenFixtures

It’s decent in connectors (like RF BNCs) because the oxide is conductive. As a plating finish instead of gold anyway.

advan24r

Some cheap ones to get in early, CPSH (advanced material solutions for many applications, such as for weapons), and AMPG (deals with RF amplifications)

Bittygirl707

$ampg - who benefits AmpliTech Group (AMPG) primarily benefits industries requiring high-performance Radio Frequency (RF) components and 5G infrastructure, specifically satellite communication (SATCOM), defense, aerospace, and commercial telecom operators. Key beneficiaries include companies implementing Open RAN (ORAN) 5G, quantum computing researchers, and organizations deploying private, high-speed 5G networks. 

Trethrowaway998811

My man you’ve opened a door to a brand new play for me. Summary of my DD: Filtronic an absolute sleeper monster. 1. ⁠10% equity stake from SpaceX, which is due to IPO this year 2. ⁠Revenue ramping like mad YoY 3. ⁠Net positive income already 4. ⁠Not insane P/E 5. ⁠Critical RF component supplier for commercial and government customers 6. ⁠Massive expected growth in LEO requirements both commercial and government security needs 7. ⁠Ramping production with their new facility to meet massive demand Question: are we just early, or am I just regarded?

Trethrowaway998811

Found this post since the Filtronic sub is dead/locked down by a single mod. Am I missing something, or is Filtronic an absolute sleeper monster? 1. 10% equity stake from SpaceX, which is due to IPO this year 2. Revenue ramping like mad YoY 3. Net positive income already 4. Not insane P/E 5. Critical RF component supplier for commercial and government customers 6. Massive expected growth in LEO requirements both commercial and government security needs 7. Ramping production with their new facility to meet massive demand Question: are we just early, or am I just regarded?

KeythKatz

I took a look at TeraWave. It's not an ASTS competitor, it's a Starlink competitor aimed at aviation, offshore, and other multi-user use cases so it's not even a direct competitor for that. Neither will be able to deliver comparable direct-to-device performance or have the global RF spectrum required. Meanwhile, Neutron will likely delay another 6 months to a year. I'd buy in to RKLB at $40, but right now the business case for ASTS has not changed.

Party_Service_2830

This analysis focuses on four companies—AmpliTech Group (AMPG), Gilat Satellite Networks (GILT), RADCOM Ltd. (RDCM), and CEVA Inc. (CEVA)—that operate in critical layers supporting satellite communications and 5G infrastructure, complementing AST SpaceMobile’s satellite layer business. AmpliTech (AMPG) specializes in ultra-low-noise RF amplifiers and ORAN 5G radios, critical for satellite ground systems. It showed remarkable growth with FY2025 revenues up 163%, guided for $50 million revenues in FY2026 (about 100% growth), and achieved positive EBITDA in Q3 2025 after strategic margin compression investments to secure Tier 1 customers. AmpliTech has no debt and modest cash reserves ($8.4M), with concentrated customer exposure posing execution risk. Gilat Satellite Networks (GILT) delivers satellite gateways, terminals, and network management across commercial, defense, and international markets. It grew revenues 58% YoY in Q3 2025 to $158 million, raised 2025 revenue guidance to $435-$455 million, and improved operating income with strong cash generation. Gilat benefits from secular growth in in-flight connectivity and multi-orbit satellite markets, maintaining a strong balance sheet with low leverage. RADCOM (RDCM) provides AI-driven network analytics and telecom traffic monitoring software. It reported 16-19% YoY revenue growth in 2025, achieving positive GAAP and non-GAAP operating incomes, with the highest margins (20.9% non-GAAP operating margin). RADCOM has a strong cash position, zero debt, and solid recurring revenue from cloud-native 5G network assurance, positioned well for telecom digital transformation. CEVA (CEVA) licenses DSP and AI processor IP targeting wireless connectivity and AI acceleration. While revenue growth is modest (\~4% YoY) and GAAP losses persist due to heavy R&D investment, CEVA shows very high gross margins (\~88%) and positive trends in AI-related licenses, including partnerships with major semiconductor manufacturers. The balance sheet is strong with $162M cash and no debt. In comparison to AST SpaceMobile (ASTS), which is a high-risk, early-stage satellite network provider with large market cap but little current revenue, these four companies offer more immediate cash flows, profitability, and critical complementary infrastructure exposure at significantly lower valuations. Risks across the group include customer concentration (especially AmpliTech), geopolitical tensions (impacting Gilat’s defense contracts and market environment), competitive pressures from larger integrated operators, and the challenge of keeping pace with rapid technological standards and AI commoditization (notably for CEVA). Given their differentiated roles in the 5G-satellite ecosystem, substantial recent growth, improving profitability, and strong balance sheets (except for CEVA’s net loss but offset by robust cash and R&D investment), these companies present compelling opportunities for investors seeking exposure to the evolving satellite and telecommunications infrastructure market beyond the speculative AST SpaceMobile stock. Recommendation: BUY with 80% confidence based on strong growth rates, increasing margins, visible revenue pipelines, and strategic positioning as foundational providers in ground and signal-processing layers critical for global satellite and 5G network scale-up.

creemeeseason

I'm interested in some of the midsize banks. Something like FCNCA is reasonably cheap (1.3x P/B) and really good at acquisitions. It's likely that instead of the big guys buying up small banks we see the mid sized names (PNC, CFG, RF type banks) doing lots of buys to expand their footprint.s. I also think some of the niche banks are interesting. CASS and CBNA are two of my favorites. CASS does tons of trucking payments, but they also do a lot with faith based institutions and McDonald's franchises. CBNA is the exclusive bank for Republican PACs, which means they're coming out of a cyclical low.

nerdariffic

That is an RF connector for a cable called Waveguide. Used mostly in GHz frequency applications.

sweejaa

Churchill Capital Corp X (CCCX) is merging with Infleqtion, formerly known as ColdQuanta. Infleqtion is a quantum technology company built around neutral-atom systems, positioning itself as more than just a “someday” quantum computing story. Unlike many quantum names that are purely experimental, Infleqtion sells products today across three verticals: quantum computing hardware, quantum sensing & timing (atomic clocks, RF sensing, inertial navigation), and quantum software (Superstaq). The core pitch is that sensing and timing products generate real revenue now, while quantum computing remains the long-term upside. The merger values Infleqtion at ~$1.8B at $10/share, but that figure is often misunderstood. Post-merger, CCCX shareholders will own ~21% of the combined company, with Infleqtion’s existing shareholders retaining the majority. This means CCCX is not a “cheap way” to buy the entire business, it’s a partial economic claim. As CCCX trades above $10, the market is effectively assigning a much higher valuation to Infleqtion before the merger even closes. Any investor buying CCCX today is already paying for a significant amount of future optimism. From an operational standpoint, Infleqtion’s biggest strength is diversification within quantum. The sensing and timing segment (defense, aerospace, GPS-denied navigation, precision timing) is far closer to commercialization than fault-tolerant quantum computing. This gives Infleqtion a more grounded narrative than “wait 10 years and maybe it works.” The company also highlights long-term government and research contracts, which can be sticky but come with slower procurement cycles and revenue lumpiness. This is not SaaS-style recurring revenue, it’s milestone-driven and project-based. The biggest risk is valuation versus execution timing. The deal structure itself does not create upside, that already happened when CCCX moved far above NAV. From here, returns depend entirely on whether Infleqtion can continue converting contracts into recognized revenue, scale its sensing business meaningfully, and convince the market that its neutral-atom roadmap leads to defensible, scalable quantum computing. Any delay, funding slowdown, or post-merger de-SPAC sell-pressure could result in sharp downside, especially given how optimistic pricing already is. Bottom line: Infleqtion is a real company with real products and revenue, and arguably a more credible quantum story than many peers. However, CCCX at current prices is not a “cheap entry” into that story, it’s a bet that optimism persists and execution delivers fast enough to justify expectations. This is best viewed as a speculative trade or watchlist candidate, not a margin-of-safety investment, until post-merger price discovery settles. Also check out their recent news reports! Not financial advice.

DeuceGnarly

Whoa - you really need to calibrate your judgement. They have hands down a straight up amazeballs solution. Their arrays are RF miracle machines. I say this as a 20 yr veteran of the aerospace and defense industry, I'm an electrical engineer and expect their birds to be truly game changing. Communications and defense are fair game here and they have a huge advantage.

Historical_Air_8997

Well you gotta start somewhere, a country should be thinking decades ahead and it isn’t impossible to eventually close the gap or even make a new industry changing discovery. But as an investor I don’t need to care if China will catch up in 10-20 years, there will be plenty of warning as they get closer. Also asmls new machines can do “2nm” (really layered 8nm) but still a huge range between “5nm” and “2nm”. The layering at the precision ASML has is the really difficult thing to get to. So China has the benefit of riding asmls coattails and copying (stealing, borrowing?) their tech, but ASML isn’t standing still and already working on the next “1nm” machine. ASML has the bent of already knowing how their machines work so it’s just improving that. As a side note: my closest friend is an RF scientist/engineer at one of the most prestigious institutions researching new ways to improve chips. He has some publications for his masters and is currently working on his phd in the field. I’m just a dropout so my understanding of his work is VERY limited, but from what I’m hearing/seeing is that there’s some real potential for the future. His focus is from a research standpoint (nonprofit type), so the things he’s creating isn’t necessarily cost effective and/or mass producible (yet). But the fact there are potential efficiencies chips can get without just being small is super bullish for me. Since the work I know of is published I’ll butcher it and say some of it researched a way SAW devices can combine piezoelectric and superconducting materials to semiconductors. The main thing he found is potential to alleviate the diffraction losses associated with SAW, a potential alternative to photonic Chrystal’s used in SAW, annnd there’s more that I am unable to translate into laymen terms as o barely understand it in the big big words. Point is there that the industry can continue to advance and ASML is in place to put this research to use.

_hiddenscout

Not a bad order for OSIS  https://investors.osi-systems.com/news-releases/news-release-details/osi-systems-receives-30-million-order-provide-rf-based-solutions > announced that its Security division received an international order for approximately $30 million to deploy advanced radio frequency (RF)-based communication and surveillance systems for naval operations over a multi-year period. > As part of the award, the Company plans to support the integration of the transmission systems and related technologies to upgrade the existing operations to the latest standards for very low frequency (VLF) station architecture. > OSI Systems’ President and CEO, Ajay Mehra, commented, “This award underscores our commitment to delivering cutting-edge RF-based solutions that enhance operational readiness and security. We are proud to partner on this critical initiative and support the integration of advanced technologies that strengthen naval communication capabilities.”

TrajanNim

ChatGPT: The statement is materially overstated. AXT Inc. (NASDAQ: AXTI) is a real and strategically relevant supplier in compound semiconductor substrates, but it is not a single point of failure for the global AI buildout, nor does it control the shares of global capacity being claimed. The investment thesis relies on kernel truths amplified into monopoly narratives that do not withstand close supply-chain scrutiny. AXTI operates in a strategically important niche. It produces compound semiconductor substrates, primarily Gallium Arsenide, Indium Phosphide, and Germanium. These materials matter for photonics, optical transceivers, RF front-ends, and certain sensing and laser applications. This makes AXTI exposed to AI capital expenditure, particularly data-center optics, but not to AI compute itself. Indium Phosphide substrates are supply-constrained. They are harder to grow than silicon, capacity expansion is slow, and there are only a handful of qualified suppliers globally. AXTI is one of them, which gives it leverage in specific bottlenecks, but not system-wide control. China risk is real. AXTI has significant exposure to China across manufacturing and customers. Export controls or geopolitical escalation could materially impair the business. This creates asymmetric risk: upside leverage during favorable cycles and existential downside under adverse policy scenarios. The claim that AXTI controls one-third of global substrate capacity is incorrect. The substrate market is segmented by material, and silicon substrates dwarf compound substrates by orders of magnitude. Even within compound substrates, AXTI does not control one-third of global capacity. Major competitors and alternative suppliers exist across regions. The assertion that AXTI is a duopoly of the AI bottleneck reflects a category error. Current AI bottlenecks are dominated by advanced logic nodes, advanced packaging, high-bandwidth memory, EUV lithography tools, and power delivery. Indium Phosphide substrates are important for optical I/O, but they are not the gating constraint on AI scaling. The claim that the AI buildout would stop if AXTI failed is demonstrably false. Other InP suppliers exist in Japan and Europe. Capacity would tighten and prices would rise, but AI deployment would continue. AI compute does not directly depend on AXTI’s substrates. A seven-billion-dollar valuation extrapolation assumes monopoly pricing power, no substitution or alternative suppliers, no geopolitical disruption, and sustained AI capital expenditure without cyclical correction. Those assumptions cannot reasonably hold simultaneously. AXTI should be viewed as a leverage point rather than a monopoly. It is a small-cap materials supplier in a capacity-constrained niche with high operating leverage and nonlinear upside during optical capex surges. That profile can justify volatility, cyclical spikes, and tactical option trades, but it does not justify infrastructure-scale valuation comparisons or guaranteed AI supercycle outcomes. These narratives tend to emerge by identifying a real constraint, collapsing the entire system onto that constraint, ignoring substitution and capital response, and applying venture-style storytelling to public equities. This pattern is common during late-cycle enthusiasm, particularly in retail-dominated forums.

GeneralSavings9373

19 year old college student mostly surviving off dividends. EPD - 25% EGO - 19% BP - 17% RF - 15% EWZ - 14% SOFI - 10%

abhi5025

Good to see an RF engineer here. What do you think.of AST tech in general. X and rddt are filled with hypers for a large part. Would love to know your thoughts as tech insider.

jackflash223

As an RF engineer I had to chuckle when I read that it will replace cell towers….. You are absolutely correct it will not replace cell towers for a multitude of reasons including the laws of physics lol.

IEgoLift-_-

If you consider RF physics starlink sats can’t have a comparable service to ast (5g full broadband) they struggle with basic texting. There’s a reason why ast has over 50 mno partners while starlink has less than 10. Amazon LEO isn’t a competitor either they do direct to dish not direct to cell. As launch costs have been dropping having your own rocket doesn’t matter, ast has plans for a ~250 sat constellation for full wold coverage with initial upper hemisphere coverage coming around end of 26 with 45-60 sats

J0hnnyBlazer

Well put, and me still being invested and interested speaks for itself. Anyway, im intrested how you thinking, 30 employess now according to CEO. They been avrege $100K per employee/year. idk if he counted non full-time consultants in that 30, i hope so otherwise we looking at $3m usd until end of 2026 plus 2x full-mask tape-outs. 9m usd i think cash on hand. He seemed not keen talk about burn-rates during presentation when asked "that's question i normally don't respond to". And tape-out costs, projected timeline etc. 1h33min into presentation: "we are not reaching break even within next 12 months, absolutely not" so what you said here you can discard: "change the economics in a few initial extreme markets? I think so, and I think 2026 will be the year that defines the direction." So they prioritizing the RF chips first, that seems be the easy tape-out and no changes just performance enhancements. Just going from former iterations to full-mask tape-out. Idk costs he didn't mention. Then we need DBF tape-out this seems be the trickier one. That's data I extrapolated from presentation

henristig

I wouldn't necessarily look at NH systems and mmWave as somehow opposing or competing with each other. You're right that NH systems can patch indoor capacity to a great extent, and provide venue coverage in places where you can pull fiber and control RF conditions. However, they won't solve outdoor mobility, street-level congestion, public transport corridors, city-wide uplink congestion, spectrum exhaustion in dense metros and such since Neutral Host is not a network. In fact, I think NH might actually function as something that pulls mmWave into the architecture once a functioning solution is in place. NH is basically a capacity patch and a great way to split capex between operators, however, it does nothing for macro capacity growth since it can't escape the physics of the sub-6 frequencies. Once NH has reused legacy spectrum aggressively interference rises, spectral efficiency flattens, uplink becomes unstable and increasingly interference- and power-limited while macro networks still saturate, so back to square 1. When you push traffic indoors, densify indoor cells and increase spectral reuse you simultaneously increase backhaul demand, uplink bursts and handover pressure at the edges. And what could deal with those demands better than a properly functioning mmWave layer that's uniquely capable of high-capacity short-range links, dense spatial reuse and directional isolation? I agree that phones are the ultimate volume market, AND Beammwave has a credible path to that market if they execute well. The clue trail with Nitto Denko and the unnamed Asian mmWave market leader - likely Murata - is already pointing in that direction. I think the Joint Development Agreement with Nitto Denko is a huge confidence booster here (they don't sign JDA's and then go boasting about it on linkedin against weak positions). They are the primary supplier for the internal materials of almost every major smartphone on the planet. Their bet on Beammwave is a bet on the next smartphone architecture. The failure of mmWave in phones so far is not the demand-side, it’s the architecture-side, which is exactly Beammwave’s thesis. More and more phones are already mmWave integrated and it's not for speed, it's because operators are struggling with capacity isolation, uplink stability and spectral offload in dense urban areas. The bottom line is it doesn't matter if a fraction of users are actually needing the mmWave layer at a certain point in time, a disproportionate amount of devices will still need to have integrated functionality for those situations when mobile users happen to find themselves in such an environment. If anything, I think it shows the industry's desperation that they're throwing good money after bad with analog and hybrid solutions, which have already proven themselves fundamentally insufficient for mobile environments. On the topic of FWA, I wouldn't discount the volumes there so harshly. In the latest Ericsson mobility report they estimate that by 2031, about 1,4 billion people will be served by FWA broadband, out of which 90% at 5G. Where exactly do you think Beammwave offers an extremely weak proposition without it being more of a sentiment than an argument?

vantrivs

Their product isn't an antenna, but a distributed digital beamforming technology based on two chips: one 1x1mm RF chip and a larger beamforming chip (+ algorithms). The antennas are produced by customers (mainly Nitto Denko) and are integrated into the RF chips (as a 3x3mm module). So, they are basically a fabless semiconductor company.

HaHarkAgain

You can use optical links between satellites (which are within line of sight of each other), but you can only use lower frequency (and lower bandwidth) RF communication to earth because of the atmosphere.

ethereal3xp

Cmon MOBX. Next key catalyst should jump this baby. Commercialization pipeline: Scaling the 5G/AI efficiency technology with THW into large contracts with major telecom carriers. Transitioning the AI rail inspection pilot into a widely adopted, self-contained commercial product for infrastructure operators. Successfully integrating acquisitions (like the proposed Peraso deal) to expand their commercial RF/mmWave product catalogue.

MagnesiumKitten

banks when I watched things after the virus and inflation and recession fears All you have to do is watch the financial strength, you can look up the charts for the past three years on some of the banks I jumped in blindly with CATY Cathay General Bancorp - Los Angeles, California FCNCA First Citizens Bancshares - Raleigh, North Carolina MTB M&T Bank Corp - Buffalo, New York RF Regions Financial Corp - Birmingham, Alabama WAFD Washington Federal - Seattle, Washington ////// Cathay General Bancorp 2.79 Billion Cathay General Bancorp is a regional bank predominantly serving the Chinese-American community. The company's policy is to reach out and actively offer services to low-to-moderate income groups in the delineated branch service areas. It predominantly provides services such as checking and deposit, lines of credits, commercial and commercial real estate loans, merchant services and payment processing, treasury management services, international banking and financing services, and other customary banking services to individuals, professionals, and small to medium-sized businesses. Through its Wealth Management unit, the company also offers investment products and services, such as stocks, bonds, mutual funds, insurance, annuities, and advisory services. First Citizens BancShares 23 Billion First Citizens BancShares Inc is the bank holding company of First Citizens Bank & Trust Company. FCB was founded as the Bank of Smithfield in North Carolina and has expanded through both de novo branching and acquisitions. FCB currently operates in nearly half of the continental United States, but principally takes deposits in the Carolinas. The bank's operations have historically been influenced by the Holding family, which has traditionally held executive and director positions, as well as controlling a large percentage of its outstanding stock. FCB provides a wide range of retail and commercial banking services, including traditional lending and deposit-taking, as well as trust and wealth management. FCB's main source of revenue is net interest income. M&T Bank Corp 23 Billion M&T Bank is one of the largest regional banks in the United States, with branches in New York, Pennsylvania, West Virginia, Virginia, Maryland, Delaware, and New Jersey. The bank was founded to serve manufacturing and trading businesses around the Erie Canal and is primarily focused on commercial real estate and commercial-related lending, with some retail operations also present. Regions Financial Corp 19 Billion Regions Financial is a regional bank headquartered in Alabama, with branches primarily in the Southeastern and Midwestern United States. Regions primarily provides traditional commercial and retail banking and also offers mortgage services, asset-management, wealth-management, securities brokerage, and trust services. Washington Federal 2.36 Billion WaFd Inc is engaged in providing lending, depository, insurance and other banking services to consumers, mid-sized to large businesses, and owners and developers of commercial real estate. Geographically It operates in Washington, Oregon, Arizona, Texas, Utah. New Mexico, Nevada, Idaho and others. WaFd Inc provides, Personal Banking, Business Banking, Commercial Banking and Home Loans.

Silversurf978

Tech stocks need to get a risk premium of what? 10% to justify the risk? RF rate is 4-5%. So with tech stocks right now, you are getting 10% but the downside is what like 20-30%? Doesn't make sense. 100% agree with stepping aside for that last 5% of gains. DCA back in over the next 3 years, investing 8% of portfolio back in each quarter. Plus remember Goldman and BOA + others are all saying annualized market returns for next 10 years will barely be above 4%.

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