When I think about launch constraint, I’ll bet we see rush to medium lift where there is more capacity and that also means ‘flat panel’ sats that can max launch stacking. Bullish $MDA 6 likes · 0 retweets · 2 replies · 2026-06-02T01:58:17.000Z Captured by scrape-follows from @Vmaxpax

Oof! ASTS not going to like this. Launch remains a bottleneck and having a heavy lift out for this long is definitely a big ‘blip’. 10 likes · 2 retweets · 4 replies · 2026-06-02T01:30:49.000Z Captured by scrape-follows from @Vmaxpax

MDA recently completed a massive 185,000 sq foot high-volume manufacturing facility expansion in Montreal. This automated facility utilizes robotics and AI to mass-produce these digital satellites at a staggering target cadence of two satellites per day - Gemini 5 likes · 2 retweets · 0 replies · 2026-06-02T01:58:19.000Z Captured by scrape-follows from @Vmaxpax

Whoa. Motorola purchasing Israel counter-drone co D-Fend Solutions (private / RF-cyber) for $1.5B $MSI is now a public safety co and airspace security hot issue. Motorola has command centre, now building civilian side c-uas vertical. And Safer Skies Act = Regulatory Moat 14 likes · 0 retweets · 0 replies · 2026-06-01T17:32:48.000Z Captured by scrape-follows from @Vmaxpax

Great article in subtweet on the development + deployment of cheap blue laser low power 'dazzlers' ... and their shortcomings. #dews 10 likes · 0 retweets · 1 replies · 2026-06-01T17:20:42.000Z Captured by scrape-follows from @Vmaxpax

Second multi-billion dollar award to SpaceX in a week span. Despite Pentagon grumblings of over-reliance & news about Musk quintupling prices for LUCAS drone access to Starlink, there's an interesting theory that Trump wants to see SpaceX propped up going into IPO. 10 likes · 0 retweets · 3 replies · 2026-05-29T18:22:34.000Z Captured by scrape-follows from @Vmaxpax

Saw this floating around. Pretty decent CAGR. 37 likes · 3 retweets · 6 replies · 2026-05-29T18:06:48.000Z Captured by scrape-follows from @Vmaxpax

$mda 5 likes · 1 retweets · 0 replies · 2026-05-29T16:19:34.000Z Captured by scrape-follows from @Vmaxpax

In this terrible situation, entirely of Trump's own making, the only 'winners' i see so far are oil infra / service companies and selective counter drone companies. Logistical optionality and Infrastructure defence are no longer nice-to-haves. eg $ts $eos.ax 11 likes · 0 retweets · 0 replies · 2026-05-29T16:36:27.000Z Captured by scrape-follows from @Vmaxpax

$avav scaling for mass production #cuas 21 likes · 5 retweets · 0 replies · 2026-05-29T16:28:03.000Z Captured by scrape-follows from @Vmaxpax

pk verlerger has warned us. note the irgc threat now "by fire". real or not this new language and corresponds to what verleger is talking about .................... #hormuz 3 likes · 0 retweets · 1 replies · 2026-05-23T01:31:26.000Z Captured by scrape-follows from @Vmaxpax

Lmao. The New York Post, Donald's favourite dumping ground for planting rumours & spurious bunk, strikes again! This time to provide 'justification' for war. Nice one @nypost, this will be remembered. 7 likes · 0 retweets · 0 replies · 2026-05-23T01:54:03.000Z Captured by scrape-follows from @Vmaxpax

42 million barrels of oil dumped into a current ... add a match. for whatever Trump does this weekend, IRGC still holds THE trump card. Really hope people read pk verleger's piece, posted in thread below. #hormuz #scorchedearth #poisonedwells 2 likes · 0 retweets · 0 replies · 2026-05-23T01:33:56.000Z Captured by scrape-follows from @Vmaxpax

What a way to finish an absolutely wild week. Viasat and SES SA Most ppl don't realize a legacy media Luxembourg co controls the backbone NORAD ;) $vsat $sgbaf 11 likes · 0 retweets · 0 replies · 2026-05-22T23:15:28.000Z Captured by scrape-follows from @Vmaxpax

Wow! Massive news for Shield AI. Shield > Anduril every day of the week for me. 17 likes · 1 retweets · 1 replies · 2026-05-19T18:27:21.000Z Captured by scrape-follows from @Vmaxpax

3 likes · 0 retweets · 0 replies · 2026-05-19T03:55:42.000Z Captured by scrape-follows from @Vmaxpax

Another great piece by Mike, well worth the read. Despite flashy memes by the US about 'drone dominance' and lasers, the truth is c-uas is a rounding error still in the sandbox. 20 likes · 0 retweets · 0 replies · 2026-05-19T16:35:55.000Z Captured by scrape-follows from @Vmaxpax

Trump reportedly paused additional strikes on Iran partly over Pentagon concerns that Tehran was becoming more effective at tracking U.S. air operations and improving its air defenses - NYT 2720 likes · 650 retweets · 190 replies · 2026-05-18T22:42:54.000Z Captured by scrape-follows from @Vmaxpax

Swedish video report from south Ukraine, depicting new drone carrier/mine layer/ISR drone river vessel. And the Ukraine operators/engineers telling the rest of Europe to get ready. 137 likes · 36 retweets · 0 replies · 2026-05-18T22:06:20.000Z Captured by scrape-follows from @Vmaxpax

I thought the $SHMD call today went quite well. The company is now fully compliant. Many seemed worried about this, so that's great to see. This opens them up to things like equity research coverage, talking with investors, potential inclusion in funds whose mandate only allows 91 likes · 12 retweets · 5 replies · 2026-05-18T22:35:30.000Z Captured by scrape-follows from @Vmaxpax

Excited to share that David Heard has joined our board of directors. As the current President of Network Infrastructure at Nokia, David's infrastructure background and strategic insight will support our work to help customers deploy AI at production scale. “As enterprises 70 likes · 12 retweets · 5 replies · 2026-05-18T23:03:42.000Z Captured by scrape-follows from @Vmaxpax