@pbcinc

Investing globally. DM open. I may hold the securities discussed. Tweets not recommendations to buy & may trade securities mentioned.

Joined December 2009
  • Tweets4.8K
  • Following3.2K
  • Followers8.5K
743Media
Benelli shotgun + Smart Shooter. C-sUAS Platform. Fire Control System $SMSH.TA
1
19
1,531
Adi Soglowek retweeted
SMARTSHOOTER@smart_shooter_Sep 30
𝗕𝗶𝗴 𝗺𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 🎯 Smart Shooter wins $150M IDIQ contract with JIATF-401 for #SMASH counter-drone systems. #CounterUAS #JIATF401 #DefenseTechnology #FCS #Army
5
1
15
1,710
Adi Soglowek retweeted
Yano 🟪
@JasonYanowitzSep 27
Fascinating. Chief Economist at Apollo: agents could cause a bank run by sweeping household cash into accounts paying 3-5% instead of the 0.1% national average, causing banks to lose a large share of their cheap deposits.
629
1,127
691
14,127
4,303,143
Welcome to China, Sofwave Medical! 🎉 "pleased to announce that on September 24, 2026, HTDK notified the Company that it has received the approval of the National Medical Products Administration of China (NMPA)(1) to market the Sofwave(TM) system in mainland China". Here we go! $SOFW $SOFW.TA (TAM just doubled). Holding. Not a rec. DYODD.
2
6
3
34
5,082
Breaking news, on IR press release: "Sofwave plans to begin shipments to China in the near future." Probably nothing.
1
10
894
👑
FT Economics
@fteconomicsSep 18
‘Greek finance minister encourages Germany to implement reforms’ ft.trib.al/VWe3gmH

‘Greek finance minister encourages Germany to implement reforms’

🤩🤩🤩

ft.com
1
4
2,235
Drone delivery is picking up. Civic Drone usage is the second wind to defense use and is probably much bigger in scale, as the final regulatory threshold is being worked out. techcrunch.com/2026/08/19/am…

Amazon’s Prime Air is taking off in nearly 500 US cities | TechCrunch

Amazon is significantly expanding its Prime Air drone delivery service, with plans to reach nearly 500 U.S. cities by the end of 2026.

techcrunch.com
1
4
1,597
A good review of the Smart Shooter CUAS sight. youtube.com/watch?v=U_okAlJJ… $SMSH.TA

The Marines' New Scope Obliterates FPV Drones

Go to https://hfly.co/hnnd5 and use code JUSTINTAYLOR to get 5% off...

youtube.com
6
2,297
Colombian Cartels Look to Ukraine's Battlefields for Drone Warfare Expertise. #DroneWarfare #CUAS dronenews24.com/de/news-post…

Colombian Cartels Look to Ukraine's Battlefields for Drone Warfare Expertise | Dronenews24

Combat lessons from Ukraine are spreading globally, transforming Colombia's long-running armed conflict and challenging military dominance.

dronenews24.com
3
1,107
Japan Equips Infantry With Israeli SMASH 3000 Counter-Drone Sights militarnyi.com/en/news/japan… $SMSH.TA $SMSH

Japan Equips Infantry With Israeli SMASH 3000 Counter-Drone Sights

The Japan Ground Self-Defense Force has begun using Israeli SMASH 3000 fire-control sights to improve its ability to engage drones.

militarnyi.com
16
2,091
Top Northcom general adds to drumbeat of warnings about weak drone defenses in the homeland “We’re seeing it used on a daily basis around the world, and we’ve got to figure out how to mitigate that threat,” Army Lt. Gen. Joseph Jarrard said of drone swarms. “But we’re not there yet.” defensescoop.com/2026/08/14/… #CUAS

Top Northcom general adds to drumbeat of warnings about weak drone defenses in the homeland

Army Lt. Gen. Joseph Jarrard, deputy commander of Northcom, warned that the military wouldn't be able to defeat a drone swarm attack against the U.S.

defensescoop.com
4
1,684
US armoured brigade pummelled by Ukraine’s drones in wargame Defeat was so fast that ‘destroyed’ tanks had to be ‘brought back to life’ to continue training drill. Slowly the West will learn how unprepared it is. #DroneWarfare #CUAS telegraph.co.uk/us/news/2026…

US pummelled by Ukraine in drone wargame

Defeat was so fast that ‘destroyed’ tanks had to be ‘brought back to life’ to continue training drill

telegraph.co.uk
7
1,558
Nice opportunity t'was on single digit. Let's see in a few years.
C.J.
@CJ0pp3lAug 13
$CSU.TO EV/NTM EBITDA
1
13
5,198
Very Interesting price action in SOFW.TA
1
10
1,584
A Ukrainian drone strike Nizhnekamsk, a city in the Tatarstan region deep inside Russia, roughly 1,200 kilometers (750 miles) east of the Ukrainian border. Your borders are meaningless. Your C-UAS strategy? Is. #DroneWarefare
1,469
One drawback of AI usage I've noticed is that some have stopped doing real fundamental work - like actually reading the materials and thinking things through. They quickly shovel what little data they have and ask the Agent to opine. The Agent does surface-level, very weak work, missing out on a lot of the research or fine but critical data/insights, and comes out with a very strongly opinionated but very weak reasoning output. It's dangerous (investing-wise), and it is an instant tell about how much work was invested into developing real actionable understanding. AI makes some feel they can tackle much more, while really, they are fed with half/partial/false/omitted information dressed as conviction. Be careful out there.
1
10
2
70
11,605
Smart Shooter advanced fire control system observed in a Marines drill in Okinawa Japan. $SMSH.TA
Pacific Marines
@PacificMarinesAug 5
Eyes in the sky 🎯 #PacificMarines with @3d_Marine_Div conduct live-fire #training with advanced fire control system optics on Camp Hansen, Okinawa, #Japan, July 31, 2026. 📸: Lance Cpl. Kylee DiSanto | @USMC @IIIMEF @USPACOM
A U.S. Marine with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, prepares to begin a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

ALT A U.S. Marine with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, prepares to begin a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

U.S. Marine Corps 1stLt Andrew Capul, left, a Forward Observer and Cpl. Jacob Milstead, an Intelligence Specialist with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, operate a Skydio X2D during a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. Capul is a native of New York and Milstead is a native of Oregon. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

ALT U.S. Marine Corps 1stLt Andrew Capul, left, a Forward Observer and Cpl. Jacob Milstead, an Intelligence Specialist with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, operate a Skydio X2D during a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. Capul is a native of New York and Milstead is a native of Oregon. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

U.S. Marine Corps 1stLt Yammine Charbel, an Infantry Platoon Commander with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, fires his rifle during a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. Charbel is a native of New York. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

ALT U.S. Marine Corps 1stLt Yammine Charbel, an Infantry Platoon Commander with 3rd Battalion, 7th Marine Regiment, forward deployed under 4th Marine Regiment, 3rd Marine Division as part of the Unit Deployment Program, fires his rifle during a live-fire smart shooter range on Camp Hansen, Okinawa, Japan, July 31, 2026. The Marines executing this live-fire training are using the SMASH 2000L weapon optic, a high-tech individual fire control system with sophisticated ballistic processing that can recognize, track, and engage unmanned aerial systems and ground targets with precision. Charbel is a native of New York. (U.S. Marine Corps photo by Lance Cpl. Kylee DiSanto)

1
12
2,474
Spot on $SOFW take by @roncohen0547
Ron Cohen@roncohen0547Aug 4
היום $SOFW הוציאה את הדוח שלה עבור הרבעון השני לשנת 2026, מסתבר שזינוק של 43% בהכנסות ל-29.96 מיליון דולר או זינוק צמיחה של 52% בהכנסות החוזרות מהפולסים זה לא מספיק במיוחד שעכשיו הוא מהווה כ- 46% מהכנסות החברה, מזכיר רק שלהכנסות מפולסים יש שולי רווח של 100%. הרווח הנקי (לחצי שנה) עלה במאות אחוזים, הרווח התפעולי גם על עלה בכ- 266%. אך גם ההוצאות עלו לא מעט וזאת בעקבות הוצאות שיווק גבוהות מאוד שהניעו את הצמיחה וגם בעקבות הוצאות חד"פ עבור הליך ההנפקה שחוזל"ש. כאמור לחברה אין חוב בכלל וקופת מזומנים מאוד יפה. אפשר להמשיך כאן עוד הרבה ולהגיד מה עלה ומה ירד ומה עושה שמיניות באוויר, אבל אולי אחד הדברים שהכי אהבתי בדוח הזה זה שכל מה שההנהלה אמרה כשהייתי שם לפני חודשיים פשוט התקיים. לא בערך ולא כמעט - פשוט הכל התקיים, מוזמנים להסתכל על הדוח ולעבור על הנקודות ולראות איך זה בא לידי ביטוי עכשיו. זאת מבחנתי הנקודה החזקה ביותר שיש לחברה הזאת - הנהלה שיודעת מה היא עושה ויודעת איך להבין את החברה מ-X ל-10X בצורה הטובה ביותר.
1
9
3,459
Pretty interesting to follow: will they manage to deliver an internal IT product? Have to say that turning $400 mn per annum costs even to $200 mn can buy a lot of execution.
1
7
3,149
Don’t mess with the Zuck.
1
3
1,769
Load more