@aleabitoredditMar 31, 2026 · 1:09 AM

Or... instead of spending billions on "cheaper missiles". Since blowing $3-4M Patriots to down cheap drones isn't working. We start to do more research and deploy Energy Directed Weapons like $LASR and HPM? With HEL (High Energy Lasers): It's a beam of light... pew pew. $3.50 per shot. With HPM (High Powered Microwaves) - It's a cone of energy for drone swarms. Maybe ~$0.05 per burst? Ammo is basically free and infinite. Even though $LMT and $RTX are developing these too... it's like we just keep buying expensive missiles to line their pockets at this point. More funding around this infinite ammo new tech, instead used for all those missiles... Probably could have made energy weapons better by now (eg. fixing problems with dwell time, weather changes, range, power). Firing billions of dollars of missiles at cheap drones clearly is not sustainable for extended conflicts in Iran.

@jerrycapFeb 11, 2026 · 9:32 PM

Short $LMT

@michaelsikandFeb 10, 2026 · 4:41 PM

$LMT x $KRKNF Lockheed Martin just teased "Lamprey" It's a subsea drone that latches onto ships and submarines like an eel, hitching rides to operating areas. It can launch aerial drones, torpedoes, and decoys, or just sit on the seabed waiting. This is extremely bullish for underwater autonomy as a whole, but it's very possible $KRKNF will grow and profit on this program. Kraken's sonar was previously integrated into LMT's Marlin AUVs. Lamprey should follow that precedent. Kraken MAY supply batteries too, but I really don't think they have the capacity with what they need to get done for Anduril.