Stonk Degenerate. Ex Stonk broker. Fisherman. Hank’s Dad. “If you’re going to be a bear, you better be a grizzly.”

Joined January 2014
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30 Jul 2025
$ARBE The market views this as another radar company in a saturated market of radar players. Today, Arbe cannot compete with Bosch, Continental, and many others, but you must ask yourself, why did NVIDIA invest here? Arbe is a failing organization with a short cash runway and minimal revenue. They are only .40 cents away from getting delisted, so why the interest? Here's why I think Arbe offers asymmetric upside for investors betting on the expansion of L2 autonomy. A few notes on why you might bet on the highest risk option rather than today's dominant players: - Arbe's Phoenix chipset offers 2,304 virtual channels.; Perspective, one industry leading competitor, Continental, offers 192. Virtual channels enhance radar performance by improving angular resolution, object separation, and environmental mapping, which are critical for advanced L2 /L3 autonomy and other high-stakes applications like DEFENSE. Your leading radars today are production-ready, integrated into millions of vehicles, and paired with mature software/AI stacks, reducing the need for extreme channel counts - NVIDIA's Master Plan: Incumbents are already tied to their own stacks; Continental with AMD and Bosch with Infineon are good examples. We know NVIDIA plans to dominate in AI compute within AV, and the channel density ARBE offers provides a unique advantage over competition. This story isn't about who has the best radar today, it's about what's coming with L2 . The need for a high compute high resolution option is driving NVIDIA's interest, and NVIDIA can only find this with $ARBE chipsets. NVIDIA aims to dominate not just automotive but also defense, infrastructure, and aviation markets. Hope this helps. Get your popcorn ready

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$ARBE 🚀 As the U.S. military’s largest autonomous vehicle competitions ramp up, one truth stands out: Perception isn’t enough — fusion matters. Raw compute multi-sensor fusion is what separates demo bots from operational autonomy in rain, dust, fog, and contested environments. That’s where Arbe’s high-compute fusion sensing plays — fusing 4D imaging radar with AI to deliver robust, real-world awareness that scales with autonomy needs. 📅 Upcoming & Recent Autonomous Competitions where this tech matters: 🗓 2025 Uncrewed Triple Challenge — Land/Air/Sea autonomy • Multi-domain autonomy test across water, air, and land • Dataspeed won the Land segment & was part of the Best Overall Team with multi-domain partners using $ARBE’s tech 🏆 🗓 DIU DAWG Autonomous Vehicle Orchestrator Prize Challenge (Open submissions through Jan 25, 2026) • $100M prize for vehicle-agnostic orchestration of autonomous systems • Focus: command intent → machine execution at scale 🗓 Army xTech|Edge Strike: Ground (Live event March 2026) • U.S. Army autonomous ground systems competition • Cash prizes potential rapid follow-on contracts 🗓 xTech Overwatch (2025 executed live demos) • Army autonomous systems live field demonstrations & prototype advancement ⸻ 👁️‍🗨️ Remember: most successful autonomy at scale won’t come from single sensors alone — it comes from fusing long-range, all-weather radar with high-compute AI pipelines to produce real-time, reliable situational awareness in military operational conditions. That’s exactly the stack that gives teams an edge — in competitions and in future defense fielding. What are the odds the champion from last years competition goes for a repeat and participates in others? ;)
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30 Jul 2025
$ARBE The market views this as another radar company in a saturated market of radar players. Today, Arbe cannot compete with Bosch, Continental, and many others, but you must ask yourself, why did NVIDIA invest here? Arbe is a failing organization with a short cash runway and minimal revenue. They are only .40 cents away from getting delisted, so why the interest? Here's why I think Arbe offers asymmetric upside for investors betting on the expansion of L2 autonomy. A few notes on why you might bet on the highest risk option rather than today's dominant players: - Arbe's Phoenix chipset offers 2,304 virtual channels.; Perspective, one industry leading competitor, Continental, offers 192. Virtual channels enhance radar performance by improving angular resolution, object separation, and environmental mapping, which are critical for advanced L2 /L3 autonomy and other high-stakes applications like DEFENSE. Your leading radars today are production-ready, integrated into millions of vehicles, and paired with mature software/AI stacks, reducing the need for extreme channel counts - NVIDIA's Master Plan: Incumbents are already tied to their own stacks; Continental with AMD and Bosch with Infineon are good examples. We know NVIDIA plans to dominate in AI compute within AV, and the channel density ARBE offers provides a unique advantage over competition. This story isn't about who has the best radar today, it's about what's coming with L2 . The need for a high compute high resolution option is driving NVIDIA's interest, and NVIDIA can only find this with $ARBE chipsets. NVIDIA aims to dominate not just automotive but also defense, infrastructure, and aviation markets. Hope this helps. Get your popcorn ready

ALT Deer Popcorn GIF

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Nighthawk retweeted
104 year old World War 2 Veteran Dominick Critelli performed the National Anthem on the saxophone at tonight’s game!
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13 Dec 2025
I guess this marijuana executive order means marijuana spacs are coming back. 🤦‍♂️
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11 Dec 2025
$VELO Yes there are warrants and no you shouldn’t buy them Legacy Velo3D warrants had an $11.50 pre-split strike. VLD has since done two reverse splits: • 1-for-35 (2024) • 1-for-15 (2025) Cumulative split factor = 525× 👉 Adjusted warrant strike = $11.50 × 525 = $6,037.50 Know what you own.
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Nighthawk retweeted
8 Dec 2025
China's oil demand seems to be trending higher again. Promising! x.com/i/status/1997921051796…

#China: crude imports were at 12.43mbpd in November vs 11.43mbpd in October, 11.86mbpd in November 24, 10.37mbpd in November 23, 11.42mbpd in November 22, 10.21mbpd in November 21 and 11.08mbpd in November 20 - customs office data #oott
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17 Nov 2025
$NETD Another banger from Nabors
$NETD prnewswire.com/news-releases… "The proposals **did not receive the requisite number of votes** required to pass, and therefore, the existing memorandum and articles of association and trust agreement remain unchanged and no amendments will be made." "The Company also announced that it will redeem all of its outstanding Class A ordinary shares"
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$ARBE 🤔
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$ARBE While the main focus is on autonomous driving applications, one might also ask how these applications can be utilized in defense? Are future AV contracts driving the stock price or is it the massive growth coming with “Anti Drone Systems?” Drone defense starts with detection, and detection starts with #Radar . securify.se/blog/news-2/whit…
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$ARBE Upcoming autonomous focused conference organized by the European Defence Agency on 11/13-11/14. eda.europa.eu/what-we-do/eu-…
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Nighthawk retweeted
🤣🤣🤣
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Nighthawk retweeted
23 Sep 2025
Me when I found out my mom took Tylenol while she was pregnant
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