RF

swordedwarrior

Guerrilla RF ($GUER) is a microchip maker that just saw 48% YoY revenue growth ($6.5M last quarter), largely driven by a massive boom in their new satellite and space-tech business. Thanks to this SatCom surge, they've slashed losses and are right on the brink of breaking even and hitting full profitability.

circadiggmigration

That was before my time. We didn't have RF vibrators back then.

Bittygirl707

**$IQEPF early entry into this one is key - DYOR** [**IQE**](https://www.iqep.com/products/)**:** The world’s largest independent epi-wafer supplier, operating across all major epitaxy platforms (MOCVD and MBE) for RF, photonics, and microLEDs

pspahn

Same. A couple weeks ago I did some mega reliable DD with Claude. I was asking about interesting RF tech and it said MRAAY was good based on what I was looking for so I bought like $400 worth a little under $20/share. They're Japanese and I've never heard of them so they must be good.

strummingway

Quantum isn't just computing, look at some of the technologies INFQ is selling/prototyping/developing. Quantum position-navigation-timing lets you have the equivalent of jamming-proof GPS with millimeter precision; quantum RF lets you detect a wide range of radio frequencies without large antennae dishes and is also jamming resistant/proof (not sure if 100%); quantum clocks give you precision that helps with targeting hypersonic missiles (that are fast enough to go Russia-USA in 10 minutes) from space for Golden Dome; quantum gravimetric sensors are useful for Earth Observation which has military applications. And as for the computing quantum algorithms are excellent for certain applications in material science, drug discovery, biology, etc. that have obvious military applications as well.

Mmkeek

Awesome! Aside from the shift in sentiment towardsa SQNS now that they are commited to their core buisness and have scrapped their Bitcoin Treasury strategy I strongly belive we will slowly organically recover over time. The next two big catalysts are a RF drone/defense license deal in Q2 and the debt elimination process (if they announce it by June or at the Q3 earnings call) CEO Georges Karam clarified during the Q1 call that they are actively negotiating up to three RF transceiver licensing agreements and expect the deals to be valued a total between **$5** million and **$15** million.

Mmkeek

Apart from their strong 4g/5g portfolio, last year they made a strategic acquisition and now also ship RF transceivers. Integrated Transceivers designed for Software Defined Radio (SDR) applications. Engineered for mission-critical use in defense, aerospace, drones, V2X, routers, and other advanced 5G systems. Which was mentioned during the last earnings call, a drone/defense license deal which will be completed in Q2.

Expert_Raise6777

Not much! My firm does hold DoD contracts, so what I'll offer is: 1.RF frequency stuff is very specific. That means greater moat, but less optionality for growth. Vs say PL which the data have 1000 uses but anyone can build that satellite (again, PL value is their availability). 2. Quick scan shoes they have the right connections on their board. Getting a hunting license at DoD is no easy task,not anyone is allowed to bid on those opportunities, so that at least is the right board composition Sounds like it's a firm you follow, what do you like about them?

justinwfreed

Here's a couple that fit into the "advanced materials" sector but also fit into today's push into photonics. ALMU - currently transitioning from R&D to commercialization, their quantum dot photo detectors utilize III-V semiconductor materials made of Indium and gallium arsenide grown on a Si substrate. LWLG - These people have a proprietary polymer that achieves extremely high electro-optic (EO) coefficients that can "modulate" light (sort of like modulating RF) at very high speeds with very low energy consumption. Not quite as far along commercialization-wise as ALMU but certainly worth checking out.

IBangTokyoWife

ANET earnings were impressive but mr market is not happy. - Revenue of $2.709 billion, an increase of 8.9% compared to the fourth quarter of 2025, and an increase of 35.1% from the first quarter of 2025. - GAAP and non-GAAP operating margin of 42.7% and 47.8%, respectively, compared to GAAP and non-GAAP operating margin of 42.8% and 47.8% in the first quarter of 2025. - GAAP and non-GAAP diluted earnings per share of $0.80 and $0.87, respectively, compared to GAAP and non-GAAP diluted earnings per share of $0.64 and $0.66 1 in the first quarter of 2025. Highlights: Arista announced XPO high-density liquid-cooled pluggable optics – Designed for next-generation AI data centers, XPO reduces networking racks by up to 75% and saves up to 44% of floor space compared to traditional pluggable optics, enabling shorter cable runs and lower-power AI scale-up interconnect technologies such as copper and RF. Powering AI Centers with AI Spines – Arista introduced the universal AI spine powered by the 7800 to deliver massive scale, predictable performance, and high‑speed interface support. Powerful features such as Virtual Output Queuing (VOQ) eliminate head‑of‑line blocking and large buffers absorb AI microbursts and prevent PFC storms

Any_Pomegranate1134

# FTC — First Trust Large Cap Growth AlphaDEX Fund * **What it does**: This is an **ETF** (exchange-traded fund), not an operating company. It tracks an index of large-cap growth stocks selected via a proprietary "AlphaDEX" methodology for potential outperformance (positive alpha/risk-adjusted returns) relative to traditional benchmarks. It invests in NASDAQ-listed large-cap growth names. * **What's moving it**: Broad market sentiment, especially large-cap growth/tech performance (e.g., influenced by rates, AI/tech earnings, rotation). Recent performance has been solid YTD but tracks general equity markets with lower volatility than individual small-caps. Small daily moves typical for an ETF. # SIVE — Sivers Semiconductors AB (publ) (NASDAQ Stockholm: SIVE; OTC: SIVEF) * **What it does**: Semiconductor company developing and selling chips, components, modules, and subsystems. It operates in **Wireless** (e.g., 5G mmWave RFICs, beamformers for networks, radar, SATCOM) and **Photonics** (III-V compound semiconductor lasers for optical communication, AI data centers, sensing/LiDAR). Key focus on high-performance, energy-efficient solutions for AI optics, telecom, and defense. * **What's moving it**: Strong momentum tied to **AI data center optics** and photonics boom. Recent catalysts include partnerships (e.g., Jabil for LRO modules), commercialization progress, NASDAQ listing plans via share raise, and hype around its role in AI infrastructure (lasers for high-speed optical links). The stock has seen massive volatility and gains (e.g., sharp multi-day surges) on volume, with AI/supply chain narratives driving retail/institutional interest. # QE — IQE plc (London: IQE) * **What it does**: Global supplier of advanced **compound semiconductor wafer** products and materials. Segments include Wireless (RF for comms/handsets), Photonics (lasers/sensors for light transmission/detection), and CMOS++ (hybrid silicon-compound tech). Used in wireless, AI/data centers, defense, sensing, and more. * **What's moving it**: Recent **capital raise** (strategic partner investment, placing, retail offer) for growth/strategic review. Demand drivers include defense, AI, data centers, and handsets. Positive updates on earnings potential and sector tailwinds (compound semis for next-gen tech), though dilution from raises can pressure price short-term. Volatile small-cap with big swings on funding/news. # KOPN — Kopin Corporation (NASDAQ: KOPN) * **What it does**: Develops and sells **microdisplays**, optics, subassemblies, and related components (AMLCD, LCOS, OLED, emerging MicroLED). Applications in defense (e.g., helmet-mounted displays, weapon sights, drone goggles), enterprise/industrial headsets, medical, training/simulation, and consumer AR/VR wearables. Expanding into AI infrastructure with optical interconnects. * **What's moving it**: High volatility on **AI + defense catalysts**. Recent drivers include a $15M development order/collaboration with [Fabric.AI](http://Fabric.AI) for MicroLED-based optical interconnects (addressing AI data center power/bandwidth bottlenecks), $3.2M+ contract for FPV drone goggles (new market entry), analyst upgrades/reinstatements (Buy ratings, higher targets), and broader defense orders. Strong volume and price runs (new highs) on these news flows; classic small-cap story stock.

_hiddenscout

I love those component RF companies lol.

Shuhalox

I recently bought shares in an RF components company. It’s got a $140M market cap and they did an offering a few weeks ago, but the stock has held steady above the offering price.

_hiddenscout

Some OSIS news: >SI Systems, Inc. (the “Company” or “OSI Systems”) (NASDAQ: OSIS) today announced that its Security division has been awarded an Undefinitized Contract Action (UCA) with a not-to-exceed value of approximately $235 million for the production and integration of a homeland defense over the horizon radar (OTHR) transmit subsystem. The system is designed to enable long‑range tracking of various target types beyond conventional line‑of‑sight limitations. >OSI Systems’ President and Chief Executive Officer, Ajay Mehra, commented, “This award highlights our strengths in critical radio frequency (RF) engineering, advanced manufacturing, and complex system integration for mission‑critical defense applications. We are proud to support a next‑generation sensing program designed to enable reliable, long‑range performance in demanding operational environments.” [https://investors.osi-systems.com/news-releases/news-release-details/osi-systems-receives-235-million-homeland-defense-contract](https://investors.osi-systems.com/news-releases/news-release-details/osi-systems-receives-235-million-homeland-defense-contract) I really love this boring mission critical component companies lol.

Gorgenapper

'26 Miata RF 6MT, it's only $50k.

SitshaIom

Lol, is this scam still going on You’re massively overestimating what “being in a 3GPP document” actually means. Everyone serious in wireless is in 3GPP. Apple, Qualcomm, Ericsson, etc. submit hundreds of contributions every cycle. Getting a “per Beammwave input” mention just means they said something relevant in a discussion, not that their IP becomes standard-essential or monetizable. There’s a huge gap between: \* contributing to a study item \* having your idea survive standardization \* owning SEP (standard-essential patents) \* actually collecting royalties at scale Most companies never make it past step 1–2. Now to the part nobody in these posts ever addresses: the actual implementation. Their whole pitch is distributed digital beamforming at mmWave in a UE. That sounds great until you try to close the power + thermal + complexity budget in a real device: \* multiple RF chains per element \* high-speed ADC/DAC (or equivalent constraints centrally) \* hundreds of Gbit/s internal data movement \* continuous beam tracking, calibration, coherence management All of that has to live inside a phone that’s already thermally constrained by the modem + application SoC. You don’t get to handwave that away with “digital solves analog problems”, you just move the cost into DSP, memory bandwidth, pilots, and power. And no, “duty cycle” doesn’t magically fix it. RF systems are dimensioned for worst-case combined scenarios (bad coverage, UL bursts, heat, blockage), not a friendly average case. If your architecture only works after smoothing everything out, it doesn’t work. On top of that: \* 6G timeline is \~2030+ -> years of burn before revenue \* $8M microcap -> dilution risk is basically guaranteed. It has happened, it will happen again. \* OEMs are building in-house -> you only win if your IP is unavoidable There’s zero evidence of that so far. No real UE design wins, no independent validation at scale, just demos and slides. So what’s the actual bet here? That a tiny Swedish company not only participates in 3GPP, but: 1. gets its approach into the standard 2. owns essential IP around it 3. survives long enough to monetize 4. beats incumbents who’ve dominated RF patents for decades That’s not a “catalyst play”. That’s a long-duration, low-probability lottery ticket dressed up with buzzwords like “6G” and “at the table”. Yeah… “the market hasn’t noticed” 🤣

Designer_Respect4285

Lumentum actually has been towards the top of my research list since I saw some think tank pieces on photonics, but I've been putting it off because I have 0 background in tech so researching these types of companies is a slog for me. Out of curiosity, have you looked into Macom at all? They also have an InP photonics /data center segment, but their RF GaN business is what got me interested. Seems like RF GaN is going to be the standard for detecting and disabling drones, particularly autonomous drones which can't be jammed.

Ahamadrayasbaboon

Environments with dirty RF waves all about can make Bluetooth glitchy. 

stealthybutthole

…if they had trackers the US could locate them. Funny thing about most RF ranges is they’re really bad at going through water. And the ranges that ARE capable of going through saltwater require a ton of power and huge antennas. So no, they aren’t dropping mines with trackers.

CautiousLavishness70

Bad is stronger than good. Not a novel concept in 2026. There's a good scientific article on the subject. RF Baumeister · 2001

ViralTrendsToday

RF Interference increasing...

_hiddenscout

I posted about a few names like I bought some CTS, KN, and ESI recently. Been focusing on names that deal with components around like RF frequencies and things that will get you exposure to aerospace and defense.

_hiddenscout

Someone brought up SAFRY the other day, I think I might pull the trigger on that. Just waiting for it not to be up 10% today lol. Also lookin at another small cap that deals with RF frequencies, but too small to list here.

Specialist-Rub-7655

They're going to own a very important band of RF and will likely change the way GPS works forever. It's a lot deeper than that, but the band is also a band that a lot of home security devices work on and that will be a huge disruption in that business as well.

lethal-liking

Because they're a dying business with an outmoded model and a ton of expensive infrastructure that is difficult to upgrade. They've turned their backs on their technology edge (they spent a decade build white labeled IP products and the went "Nah") in favor of keeping their battalions of operations exec & middle management fat-n-happy because they don't understand the tech. They're RF, FFS, wireless is eventually going to eat them alive and they refuse to learn how to do customer service. Peacock is awful, their content continues to age poorly and they aggressively fail to leverage it up. The brightest spot they've got is Universal Parks, and that is inextricably tied to one of the most toxic brands out there (HP and the Terfs). They're TEN PERCENT of the internet and they STILL treat their customers like garbage.

_hiddenscout

Bought some KN this morning. Interesting little under the radar company. Fundamentals fit into the GARPy side of things to me. https://stockanalysis.com/stocks/kn/statistics/ Description of what they do > Knowles Corporation offers capacitors, radio frequency (RF) and microwave filters, balanced armature speakers, and medtech microphones in Asia, the United States, Europe, rest of Americas, and internationally. > It operates in two segments, Precision Devices (PD) and Medtech & Specialty Audio (MSA). The PD segment focuses on the custom design and delivery of high performance capacitor products and RF solutions primarily serving the defense, industrial, medtech, and electrification/energy markets. Sold off some of their lower margin legacy business to focus on higher margin stuff around industrial and aerospace.

Select_Season7735

RF detection will be an important part of counter-drone systems in the years to come. These systems will most likely be multi-layered rather than just one product/system

Kitchen-Idea9383

RF tech to increase pedestrian safety, dead spots are a huge deal for truck drivers

Brandon_718

POET Technologies (POET): The Synapse of the AI Stack NVIDIA is the brain. Marvell Technology (NASDAQ: MRVL) is the nervous system. POET Technologies (NASDAQ: POET) could be the synapse — the integration layer that determines how efficiently signals actually travel between them. Most investors covering the optical space still classify POET as a silicon photonics company. That's the wrong framework, and it could be costing them clarity. POET's core innovation — the Optical Interposer platform — is a hybrid integration architecture that solves a problem silicon photonics fundamentally cannot: the external light source challenge at scale. Silicon photonics can route and modulate light with extraordinary precision, but silicon doesn't lase. It needs a laser input, and coupling that laser efficiently into a silicon chip across high production volumes has been one of the most persistent manufacturing bottlenecks in the entire optical ecosystem. POET's Optical Interposer bonds III-V semiconductor materials — the compound class that actually generates light — directly with silicon electronics at the wafer level, eliminating the wire bonds that create RF crosstalk, thermal inefficiency, and yield problems in traditional approaches. POET arrived at OFC with its two leading External Light Source products: Blazar and Starlight. Blazar is a highly integrated hybrid laser designed to power both co-packaged optics and high-bandwidth chip-to-chip data communications links — POET's most advanced ELS product to date, described as the commercial embodiment of its "semiconductorization of photonics" mission. Starlight, the next generation of POET's original ELS solution, was demonstrated in an eight-channel, high-power, multi-wavelength configuration integrated into a working optical engine showing commercial readiness for the industry-standard ELSFP module form factor. At the Lightwave Innovation Reviews ceremony, POET accepted an Elite Score award for POET Teralight — its 1.6T transmit and receive optical engine line — with judges assigning it a score of 4.5, among the highest of any winning entry at OFC 2026. POET also recently announced a strategic collaboration with LITEON Technology — one of the world's leading providers of optoelectronic semiconductor components and high-power optical systems — to co-develop next-generation optical communication modules for AI and hyperscale data centers. The jointly developed optical engine leverages the POET Optical Interposer to integrate optical components, drive electronics, and coupling structures into a compact, thermally optimized module targeting co-packaged optics and AI systems. Prototypes are targeted for late 2026, with high-volume production anticipated for 2027. Less than 24 hours later, POET announced a second OFC partnership with Lessengers for the joint development of a 1.6T 2×DR4 optical transceiver module designed for next-generation AI clusters and hyperscale data center networks. The collaboration pairs POET's optical engines with Lessengers' Direct Optical Wiring (DOW) technology, creating a scalable architecture for the high-density optical interconnects AI infrastructure requires. Two partnerships in two days. A top-tier industry award. The company's largest OFC booth in its history. A $150 million raise completed in January to fund what comes next. Is this the profile of a speculative pre-commercial play anymore? The Capital Foundation and What to Watch Next One of the persistent concerns around POET has been balance sheet fragility — a legitimate question for any hardware company trying to scale a novel manufacturing architecture. That picture has materially changed. In January 2026, POET closed a $150 million registered direct offering with net proceeds earmarked for targeted acquisitions, R&D scaling, acceleration of the high-speed optical module and light source businesses, and operational expansion. At current operating burn, that runway gives POET the capacity to execute on the LITEON and Lessengers partnerships, advance Blazar and Starlight commercialization, and pursue the M&A pipeline management has flagged without returning to market for near-term dilution. The next major event on the radar: Q4 2025 earnings, scheduled for March. With the $150M raise in hand, two OFC partnerships fresh, and an active commercial pipeline, the print and forward commentary will be the first complete look at how POET's revenue trajectory is tracking against the broader optical supercycle. Watch specifically for NRE expansion, customer qualification timelines on Teralight, and any production volume commitments tied to the new joint development agreements.

Brandon_718

POET Technologies (POET): The Synapse of the AI Stack NVIDIA is the brain. Marvell Technology (NASDAQ: MRVL) is the nervous system. POET Technologies (NASDAQ: POET) could be the synapse — the integration layer that determines how efficiently signals actually travel between them. Most investors covering the optical space still classify POET as a silicon photonics company. That's the wrong framework, and it could be costing them clarity. POET's core innovation — the Optical Interposer platform — is a hybrid integration architecture that solves a problem silicon photonics fundamentally cannot: the external light source challenge at scale. Silicon photonics can route and modulate light with extraordinary precision, but silicon doesn't lase. It needs a laser input, and coupling that laser efficiently into a silicon chip across high production volumes has been one of the most persistent manufacturing bottlenecks in the entire optical ecosystem. POET's Optical Interposer bonds III-V semiconductor materials — the compound class that actually generates light — directly with silicon electronics at the wafer level, eliminating the wire bonds that create RF crosstalk, thermal inefficiency, and yield problems in traditional approaches. POET arrived at OFC with its two leading External Light Source products: Blazar and Starlight. Blazar is a highly integrated hybrid laser designed to power both co-packaged optics and high-bandwidth chip-to-chip data communications links — POET's most advanced ELS product to date, described as the commercial embodiment of its "semiconductorization of photonics" mission. Starlight, the next generation of POET's original ELS solution, was demonstrated in an eight-channel, high-power, multi-wavelength configuration integrated into a working optical engine showing commercial readiness for the industry-standard ELSFP module form factor. At the Lightwave Innovation Reviews ceremony, POET accepted an Elite Score award for POET Teralight — its 1.6T transmit and receive optical engine line — with judges assigning it a score of 4.5, among the highest of any winning entry at OFC 2026. POET also recently announced a strategic collaboration with LITEON Technology — one of the world's leading providers of optoelectronic semiconductor components and high-power optical systems — to co-develop next-generation optical communication modules for AI and hyperscale data centers. The jointly developed optical engine leverages the POET Optical Interposer to integrate optical components, drive electronics, and coupling structures into a compact, thermally optimized module targeting co-packaged optics and AI systems. Prototypes are targeted for late 2026, with high-volume production anticipated for 2027. Less than 24 hours later, POET announced a second OFC partnership with Lessengers for the joint development of a 1.6T 2×DR4 optical transceiver module designed for next-generation AI clusters and hyperscale data center networks. The collaboration pairs POET's optical engines with Lessengers' Direct Optical Wiring (DOW) technology, creating a scalable architecture for the high-density optical interconnects AI infrastructure requires. Two partnerships in two days. A top-tier industry award. The company's largest OFC booth in its history. A $150 million raise completed in January to fund what comes next. Is this the profile of a speculative pre-commercial play anymore? The Capital Foundation and What to Watch Next One of the persistent concerns around POET has been balance sheet fragility — a legitimate question for any hardware company trying to scale a novel manufacturing architecture. That picture has materially changed. In January 2026, POET closed a $150 million registered direct offering with net proceeds earmarked for targeted acquisitions, R&D scaling, acceleration of the high-speed optical module and light source businesses, and operational expansion. At current operating burn, that runway gives POET the capacity to execute on the LITEON and Lessengers partnerships, advance Blazar and Starlight commercialization, and pursue the M&A pipeline management has flagged without returning to market for near-term dilution. The next major event on the radar: Q4 2025 earnings, scheduled for March. With the $150M raise in hand, two OFC partnerships fresh, and an active commercial pipeline, the print and forward commentary will be the first complete look at how POET's revenue trajectory is tracking against the broader optical supercycle. Watch specifically for NRE expansion, customer qualification timelines on Teralight, and any production volume commitments tied to the new joint development agreements.

Unemployable1593

[10 Hours of Soviet Communist Music](https://youtu.be/y5zQTmkY7GI?si=FJPWqS2RF1oWmhen)

Virtual_Seaweed7130

I would mostly agree on the face stuff, however you have some guys injecting Aqualyx in their face. If they're going that far, I bet they would do RF procedures for the face. But INMD does more than facial. The skin tightening is a big deal especially with general weight loss from chinese peptides + GLP-1

SirButcher

UK (working with Ukrainian intelligence, as they are THE experts in this field on this planet) is making good progress with RF and laser-based weapon systems. https://www.gov.uk/government/news/british-army-successfully-tests-new-drone-destroying-laser

Th3DarkFunk

Yes indeed. The Russian military is not a direct starlink customer, it uses hacked or bootlegged terminals in addition to other drone control technologies like short range RF and fibre optic cables. We are on r/stocks and you asked about LEO broadband so I gave you a good list of companies to check out in my initial comment. Not here to play armchair general. There are many other Satcom companies you can check out and they are all bidding for government contracts in one sector or another. Good luck to you.

Bittygirl707

Loading up on this small company $AMPG ***AmpliTech designs, develops, and manufactures custom leading-edge RF components*** for the Commercial, SATCOM, Space, and Military markets.

14mmwrench

CIWS can do that if it is small enough and has bled off enough air speed. But that is a limited self defense weapon and irrelevant to the discussion. If you are not familiar with the term counter battery fire you need to brush up on your military tactics a bit. Country battery fire attacks the archer not the arrow. A single gun firing 10 NM in to the straights even right on the shore line has a very low probability of a first shot hit, and this is a direct fire shot. Minimum salvo size to get accurate ranging data is around 4, a single gun battery especially if not designed with and using an advanced fire control system will really suck at this, because any small variance in projectile weight, powder charge or atmospheric conditions will cause large variances in impact point. Modern tube artillery can really stretch its legs and they could move the batteries 10NM inland. But then they would need an entire section of guns, and its baggage train to have a dense enough beaten zone around the ship to get hits. The increased range greatly complicates the solution, because the flight time is almost a minute, the rounds are flying high enough to cause concern for civilian air traffic and you know how bumpy it can get up there. It would take at least one ranging salvo to be able to bracket the target, and then you have to make enough hits to cause serious damage. Tanker ships are not slow, I have seen them trucking along at 22 knots, and you would have to continue to traverse the gun to stay on target, the ship could have moved up to 1/3 of a N mile in the flight time of your projectile. You would also need an observation system to radio in adjustments, or have your own spotting aircraft up. Emitting RF also causes its own set of problems. Modern radar systems can math out the likely place the incoming originated from. Then the warships can return fire with their own artillery systems that typically have a much higher rate of fire and a better fire control system, or use short range missile systems if possible. Or use their aircraft to ID the target, and vector in any armed aircraft in. I doubt there are many artillerymen alive today that spent much time training on moving targets over water. Artillery is not a viable offensive weapon against shipping when you do not have air superiority, unless you are willing to completely sacrifice the weapons system and personal for a low PK. Drones work both directions and loitering armed drones could put an end to it quickly

Rare-ish_Birb

My sister and I ran a half marathon together, and we held hands to cross the finish line at the exact same moment....but because her boobs are bigger than mine, her Bib RF ID tag crossed the finish 2 100ths of a second faster than my itty-bitties. Also: MSFT 400p 03/20

HS_Mentalistic

You are correct. There is nothing in the DARPA reports that say “invest in this company” it’s more to see what technologies they are are working and using, it allows you to do additional outside research to consider what public companies will dominate in those fields. If you know they are using graphene and nanomaterials for example, when you research those materials you find some interesting results and realize the ties that Hydrograph has to the military. I’ve posted some information below! Here is some of the DARPA research on graphene and nanomaterials: https://www.darpa.mil/news/2014/graphene-sensors? https://www.darpa.mil/research/programs/in-vivo-nanoplatforms? https://www.darpa.mil/research/programs/synthetic-quantum-nanostructures https://www.darpa.mil/news/2026/thermonat-nanoscale-thermal-prediction https://www.darpa.mil/sites/default/files/attachment/2024-12/icon-luna-10.pdf “In the LunA-10 program, DARPA collaborators (e.g., ICON) discuss using graphene strips and tendrils in thermal straps for heat management on the Moon” DARPA's Defense Nanotechnology Research and Development Program (from earlier reports) has historically included graphene for radio frequency applications, such as in the Carbon Electronics for RF Applications (CERA) program, achieving high-mobility transistors. Here is some of the military relationships: Hydrograph has an ongoing partnership with the U.S. Army Research Laboratory, facilitated through its expanded relationship with the Graphene Engineering Innovation Centre (GEIC) at the University of Manchester. In August 2025, Hydrograph appointed Cordell Bennigson, a former U.S. Marine Corps officer, to its board of directors. Bennigson's background includes operational military experience and leadership in developing electromagnetic dominance solutions for defense and critical infrastructure. His expertise is expected to accelerate Hydrograph’s commercialization of graphene in defense applications, such as lightweight armor and high-frequency radar systems, bridging military needs with innovative materials technology. They already have a defense related partnership with SEADAR technologies in September 2025 to integrate its graphene materials into subsea radar platforms. Direct contracts or classified details with US military branches beyond ARL are not currently publicly detailed.

kiwimancy

The Fama-French model is not a model portfolio. It is five portfolios, four of which are market neutral. How you should combine those together into one portfolio is out of their chosen scope. It's probably in scope for Ben Felix, but I have not watched his video. It also has nothing to do with US vs global. The Fama-Frech papers are constructed with a US stock universe. The model portfolio you quote only involves the market factor (RM-RF), size (SMB), and value (HML) from FF's original three factor model, not the other two factors in their five factor model, profitability and investment, which are now commonly grouped together into a quality factor. (It also doesn't include other factors that other researchers have categorized such as momentum and volatility, but you did not include those as a goal.) What is your goal? Do you want to maximize exposure to FF's five particular factors with retail instruments? Do you want to replicate whatever Ben Felix recommended to Canadians with US ETFs? Do you want our own recommendations for a global portfolio with tilts towards various factors? Something else?

toabear

Earlier this week we eliminated $300k ish of yearly software expenses. This is for a design simulation tool. It took about 20 hours and was honestly done as a test. We had one of the RF engineers do the coding as an experiment to see how well someone who wasn't a dev could do with Opus 4.6. I had to review some of his work, and there will probably be another week of dev before its production deployable. The week Opus 4.6 released I (an experienced dev) replaced our CMMC compliance software over a weekend. Again, it started as me fucking around, not a real planned out effort. Ended up with a much better system than what we had before. Burned 300 million tokens and have a truly unbelievable system that does exactly what I want the way I want. $50k/ yearly expense gone. I don't think the big EPR system vendors are at risk yet... give it a few years and they probably will be. One of the most annoying things about enterprise software is that you have to change your business to operate how the software wants to work. Imagine a future where the software conforms to exactly how a company wants/needs to operate. New industries will form to help validate that software generated by AI is SOC or whatever certification is required compliant. If I was a SaaS company, I would be fucking terrified right now. Hell, I'm terrified in general. Opus 4.6 is scary as hell.

Rock_or_Rol

Sensors. They have the ability to replace GPS (less reliance on satellites). There’s some cool radio frequency stuff too that could vastly improve RF range and security. Mostly defense applications for now Might see weird use cases. Lots of benefits to synchronize time in varying gravity/speed cases or measure those cases. Wouldn’t be surprised if it’s used for tectonic monitoring soon The actual quantum computer is still in its infancy. Think GPUs in the 90s, not the PC.

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.