Chris Ray retweeted
High cadence launch needs high cadence testing. With more than 100 launches in backlog (and counting), we're building a new state-of-the-art test facility to accelerate static fire stack testing for Electron and HASTE rockets.
Check out the new test pad underway within our Propulsion Test Complex ๐งต๐
Yesterday @PalantirTech named Ondas and @regna_ai among its flagship sovereign AI customers. Regna AI, built on Palantir AIP and @nvidia Nemotron, deploys mission-specialized AI on customer terms. $ONDS
businesswire.com/news/home/2โฆ
Wait, so I paid for a year of Premium+ upfront (pretty much soley to remove all ads from the platform) and X is just going to start showing them to me anyway?
Pretty awful, @elonmusk. Maybe X is starting to fall off... ๐ค
Chris Ray retweeted
$ONDS ๐
๐๐ฟ๐ถ๐ฐ ๐๐ฟ๐ผ๐ฐ๐ธ, Chairman and CEO of Ondas:
"Through Regna AI, we are expanding our partnership with Palantir and leveraging open models from NVIDIA to enable governments and enterprises to develop and deploy mission-specialized AI on their own terms," said Eric Brock, Chairman and CEO of Ondas. "This expands on our existing projects with Palantir, which span from building the manufacturing & supply chain backbone for Ondas Sentinel through Warp Speed all the way to significant progress on a true mission autonomy solution for SkyWeaver. At the enterprise level, Palantir has enabled rapid expansion in corporate development and post-merger integrations through deployment of Palantirโs CRM and M&A Workflows, which enabled the integration of DZYNE into Ondas Sentinel on the order of weeks. Our focus is on delivering sovereign AI capabilities that ensure customers retain full ownership and control of their data, models, and infrastructure while transforming proprietary knowledge into differentiated intelligence and mission-critical applications."
โก ๐๐๐๐๐๐: Palantir Expands Sovereign AI Deployment With NVIDIA, L3Harris, Ondas, and Major Enterprise Customers - $PLTR $LHX $ONDS $NVDA
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:
โค ๐ฃ๐ฎ๐น๐ฎ๐ป๐๐ถ๐ฟ accelerates sovereign AI deployments across ๐ฑ๐ฒ๐ณ๐ฒ๐ป๐๐ฒ, ๐ต๐ฒ๐ฎ๐น๐๐ต๐ฐ๐ฎ๐ฟ๐ฒ, and ๐ฐ๐ผ๐ป๐๐๐ฟ๐๐ฐ๐๐ถ๐ผ๐ป.
โค Flagship customers include ๐ก๐ฉ๐๐๐๐, ๐๐ฏ๐๐ฎ๐ฟ๐ฟ๐ถ๐, ๐ข๐ป๐ฑ๐ฎ๐, ๐ ๐ฐ๐๐ฎ๐ฟ๐๐ต๐, and ๐ง๐ฎ๐บ๐ฝ๐ฎ ๐๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐น.
โค ๐๐ฏ๐๐ฎ๐ฟ๐ฟ๐ถ๐ unified ๐ฏ๐ฌ+ ERP systems and established ๐ฏ.๐ฑ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป data connections.
โค L3Harris reports ๐ต๐ฑ% ๐ฐ๐ผ๐๐ ๐ฟ๐ฒ๐ฑ๐๐ฐ๐๐ถ๐ผ๐ป in initial sovereign AI testing.
โค ๐ ๐ฐ๐๐ฎ๐ฟ๐๐ต๐ trained AI models using ๐ญ๐ฌ๐ฌ,๐ฌ๐ฌ๐ฌ+ construction RFIs.
โค McCarthy's AI-assisted subcontractor workflow saves approximately ๐ฏ๐ฌ,๐ฌ๐ฌ๐ฌ ๐ต๐ผ๐๐ฟ๐ annually.
โค ๐ก๐ฉ๐๐๐๐ uses Palantir AIP and Nemotron to optimize supply chains.
โค ๐ข๐ป๐ฑ๐ฎ๐ launches ๐ฅ๐ฒ๐ด๐ป๐ฎ ๐๐ for sovereign, mission-specialized AI operations.
โค ๐ง๐ฎ๐บ๐ฝ๐ฎ ๐๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐น improves AI performance ๐ณ% while reducing latency ๐ฎ๐ฎ๐
.
โค Deployments leverage ๐ฃ๐ฎ๐น๐ฎ๐ป๐๐ถ๐ฟ ๐๐๐ฃ, ๐๐ผ๐๐ป๐ฑ๐ฟ๐, ๐ข๐ป๐๐ผ๐น๐ผ๐ด๐, and ๐ก๐ฉ๐๐๐๐ ๐ก๐ฒ๐บ๐ผ๐๐ฟ๐ผ๐ป.
๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:
โค Demonstrates growing ๐ฒ๐ป๐๐ฒ๐ฟ๐ฝ๐ฟ๐ถ๐๐ฒ ๐ฎ๐ฑ๐ผ๐ฝ๐๐ถ๐ผ๐ป of Palantir's sovereign AI infrastructure.
โค Strengthens ๐ฃ๐ฎ๐น๐ฎ๐ป๐๐ถ๐ฟโ๐ก๐ฉ๐๐๐๐ collaboration across mission-critical industries.
โค Quantified efficiency gains could accelerate ๐ฐ๐ผ๐บ๐บ๐ฒ๐ฟ๐ฐ๐ถ๐ฎ๐น ๐๐ ๐ฑ๐ฒ๐ฝ๐น๐ผ๐๐บ๐ฒ๐ป๐๐.
โค Sovereign AI enables organizations to retain ๐ฑ๐ฎ๐๐ฎ ๐ผ๐๐ป๐ฒ๐ฟ๐๐ต๐ถ๐ฝ and operational control.
โค Successful deployments could support ๐ฃ๐๐ง๐ฅ'๐ long-term enterprise growth opportunities.
๐ ๐๐
๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:
๐๐ฒ๐ถ๐ฑ๐ถ ๐ช๐ผ๐ผ๐ฑ, Chief Transformation Officer at L3Harris:
โWe are thrilled to explore and develop capabilities required for critical defense use cases. By building our own models trained on proprietary data, we believe we can surface unique capabilities for critical use cases in our industry," said Heidi Wood, Chief Transformation Officer at L3Harris. "We have tested the capabilities of sovereign models already on internal work where initial results have been promising. In a few days we were able to outperform the frontier labs in our test environment and cut costs by 95%. Frontier labs are not training their models with relevant data for our industry, where we also have industry-specific needs for security and zero-retention. Given our unique experience and our ability to leverage our data, we can build AI that is purpose-fit for the mission and retain critical rights to terms of use using open-source models. We view sovereign AI as a mission critical to our work supporting Western defense."
๐ฅ๐ถ๐ฐ๐ผ ๐๐ฒ๐ฟ๐๐๐ฐ๐ฐ๐ถ, Vice President of Strategic Initiatives at McCarthy:
"Our clients get a higher level of confidence and greater cost and schedule certainty at every phase of the project. We built this model on 160 years of McCarthy experience, and it outperforms the frontier at a lower cost,โ said Rico Bertucci, Vice President of Strategic Initiatives. โNo one else can pick it up, because it is tuned to how we build."
๐๐ฒ๐ณ๐ณ ๐ช๐ต๐ถ๐๐บ๐ฒ๐ฟ, VP of System Supply Chain at NVIDIA:
โAs demand for intelligence scales rapidly, speeding up our supply chain accelerates how quickly our customers reach the first token. With Palantir and post-trained Nemotron models, we spot potential problems earlier, act on them sooner, and put our best expertise behind every call,โ said Jeff Whitmer VP of System Supply Chain at NVIDIA. โThis is what sovereign intelligence looks like in practice โ built with our own data, under our control, and delivering for our customers at the speed business demands."
๐๐ฟ๐ถ๐ฐ ๐๐ฟ๐ผ๐ฐ๐ธ, Chairman and CEO of Ondas:
"Through Regna AI, we are expanding our partnership with Palantir and leveraging open models from NVIDIA to enable governments and enterprises to develop and deploy mission-specialized AI on their own terms," said Eric Brock, Chairman and CEO of Ondas. "This expands on our existing projects with Palantir, which span from building the manufacturing & supply chain backbone for Ondas Sentinel through Warp Speed all the way to significant progress on a true mission autonomy solution for SkyWeaver. At the enterprise level, Palantir has enabled rapid expansion in corporate development and post-merger integrations through deployment of Palantirโs CRM and M&A Workflows, which enabled the integration of DZYNE into Ondas Sentinel on the order of weeks. Our focus is on delivering sovereign AI capabilities that ensure customers retain full ownership and control of their data, models, and infrastructure while transforming proprietary knowledge into differentiated intelligence and mission-critical applications."
๐๐ฟ. ๐๐ฎ๐ถ๐บ๐ถ๐ฒ ๐ช๐ฒ๐ฏ๐ฒ๐ฟ, Associate Chief Medical Informatics and AI Strategy Officer at Tampa General Hospital:
โAI Innovation in health care only works if our patients and team members can trust it,โ said Dr. Jaimie Weber, Associate Chief Medical Informatics and AI Strategy Officer at Tampa General Hospital. โBy keeping their data local and setting our own controls, we can expand AI that improves outcomes for our patients and makes the work easier for the team members caring for them.โ
๐จ Breakover operations complete for $RKLBโs Neutron Stage 2 tank assembly.
Preparing to ship to LC-3 at Wallops shortly!
We have completed breakover operations for the Neutron Stage 2 tank assembly, rotating the stage horizontal โ a critical step in the handling of large rocket sections for integration and assembly.
Hereโs a last look at Stage 2 on the Neutron Factory floor before itโs wrapped up (literally) for barge shipment to LC-3 on Wallops Island where its fluid systems will be tested and its Archimedes vacuum engine installed.
โOndas is launching Regna AI on Palantir AIP, leveraging open-weight models including NVIDIA Nemotron, to help customers adapt, evaluate, and deploy mission-specialized AI while retaining control of their data, models, and infrastructure.โ
$ONDS x $PLTR
THE SOVEREIGN AI REVOLUTION IS IN FULL FORCE.
We are helping our customers build superintelligence they own, with data they control.
McCarthy Building fine-tuned Nemotron in Foundry on labeled RFI data in the Ontology to identify project risks before they escalate, outperforming frontier models at significantly lower cost.
Tampa General is using sovereign AI to better protect patient data, keeping sensitive data and model processing local, and fine-tuning Nemotron models to classify LLM traffic against its own risk and privacy standards.
NVIDIA is using Palantir AIP and Nemotron to accelerate its own supply chain, shortening the path from wafer to deployment, spotting disruptions before they hit production, and keeping its models under its control.
L3Harris is bringing AI workflows in-house and building its own models trained on proprietary data to support critical defense use cases and the warfighter.
Ondas is launching Regna AI on Palantir AIP, leveraging open-weight models including NVIDIA Nemotron, to help customers adapt, evaluate, and deploy mission-specialized AI while retaining control of their data, models, and infrastructure.
Happy to see $RKLB getting some experience with L-Band prior to closing the $IRDM acquisition next year. ๐
The Maxwell spacecraft is in orbit and ready to get to work.
The spacecraft we built for @viasat launched from Cape Canaveral yesterday.
Over the next five months, it will demonstrate how Viasat's ViaSat-3 Ka-band and global L-band networks can give low Earth orbit missions near real-time data and telemetry, tracking and command (TT&C) at any point in orbit, supporting @NASA's Communications Services Project as it prepares to retire its TDRS fleet.
Congratulations to the Viasat team on a successful launch!
$OUST lidar sensors enabled autonomous defense company, Forterra, to complete 1,426 missions and 88 casualty evacuation operations in Ukraine.
โForterra exists to take people out of harmโs way, and in Ukraine, Lancer is doing that every day under constant drone surveillance,โ said Forterra CEO Josh Araujo. โAs we advance AutoDrive toward higher levels of autonomy, Ouster sensors give us the perception foundation required by the next generation of vehicles.โ
Full press release:
businesswire.com/news/home/2โฆ
$RKLB headed to Mars next month btw
The first multi-spacecraft science mission to Mars is about to make its big move.
Next month, Blue and Gold โ the twin spacecraft we built for @NASA and @ucbssl โ will swing close past Earth and each fire their main engine in a single, continuous burn, using Earth's gravity to amplify the burn as they set course for Mars. It's a maneuver that's never been successfully done before.
Our mission ops team is in full rehearsal mode for @escapade_mars' trans-Mars injection.
Learn more about ESCAPADE: rocketlabcorp.com/missions/eโฆ
See that LiDAR? @ousterlidar $OUST
Our Co-founder and CEO, @jakeloosy, joined @FoxBusiness to discuss Gecko's $300m contract with the U.S. Navy.
Speaking with @RiggsReport, Jake outlined the importance of this technology to ensure America's ships stay at sea for longer, instead of stuck in drydock.
Gecko can save the Navy up to $8m in repair costs alone per ship, and carry out inspections in a matter of days instead of months. The initial $71m contract was more than quadrupled in the space of six months to $300m following these results.
๐จ $OUST customer, Gecko Robotics, quadruples existing U.S. Navy contract - now valued at $300 million! ๐คฏ
This is just one of hundreds of $OUST customers beginning to scale production.
Today, we're announcing that our contract with the U.S. Navy has quadrupled to $300 million to improve fleet readiness.
Geckoโs AI and robotic technology is able to save up to $8 million in repair costs alone per ship, while also identifying structural issues up to 50 times faster than traditional methods.
By reducing inspection times from months to days we are able to get ships back to sea quicker.
This fourfold expansion will accommodate rapid robotic deployment across the Navy and is one of the strongest public endorsements yet of operational AI and robotics in defense.
After 6+ months of running a small X subscription, I decided to end it.
The main reason being, I didnโt feel I was offering enough value to my subs as the main value proposition was full transparency into my Roth IRA and I just havenโt been trading very much in that account recently. ๐คทโโ๏ธ
Anything more than simple transparency into a second account would demand too much additional time from what I already contribute here on X.
Iโve been heavily focused on a few side projects outside of FinX that Iโve been developing with Claude Code. This is where Iโd prefer to spend my energy trying to grow additional side income - not here, directly through X.
Iโll still continue to cover all the stocks in my public account, and post as I always have here.
Deeply appreciate all those that chose to join the sub while it lasted - thank you! ๐ค
$RKLB Awesome update from an awesome company (people will still complain). ๐
Production of the new carbon composite forward dome for Neutronโs Stage 1 propellant tank is underway.
Our automated fiber placement (AFP) machine follows a computer-controlled course to lay down thousands of strands of carbon fiber - each thinner than a human hair - at speeds of up to 100 meters per minute to create Stage 1โs structures on custom molds.
Once the AFP machine is finished with the new forward dome it will be rolled out, inspected, then prepared for the curing process to harden the carbon composite.
โThat is the whole thesis of our company in a single sentence: better decisions, made faster, on infrastructure you own.โ
@regna_ai x $ONDS
The institutions making our most consequential decisions should own the intelligence behind them. In a new letter, Regna AI Interim CEO @Ryan_M_Hartman explains our thesis: mission-trained models, deployed at the edge, on infrastructure customers control. regnaai.com/loop/our-missionโฆ


























