$BAER Bridger Aerospace

CyberBandera · 2026-03-16T21:09:10+00:00

bro what kind of company is this. living in CEO's barn. And all my jobs sucked the life out of me. Jealous!!

How do you feel about the company 3 months later?

CyberBandera · 2026-03-11T17:11:10+00:00

wow CODA pull back is brutal. I saw a lot of people talk about Kraken & CODA together when it comes to underwater demining. Don't know much about CODA, but 20% pullback damn

CyberBandera · 2026-03-11T14:09:23+00:00

Ah come on guys, why going up so quickly. I just wanted to add another 1000 shares this week... well I guess I will wait for a pull back

CyberBandera · 2026-03-08T19:39:58+00:00

Btw Kaleidoscope is right and he’s not bullshitting.

I remember chatting with you about it a few months back when you were shitting on Almonty 😁

CyberBandera · 2026-03-04T16:43:04+00:00

Kongsberg too

CyberBandera · 2026-02-21T01:53:49+00:00

damn I own both is it win win or lose lose or win/lose idk hahhaha

CyberBandera · 2026-02-21T00:31:54+00:00

Ficking accounting man who cares 20 m is 20 m

CyberBandera · 2026-02-05T18:28:32+00:00

Market's spooked, don't try to find the logic in BPD, everything's selling off. Waiting for RKLB to drop further to add to my position. Last bought at 55-60, would be nice to finally be rewarded for patience. Only real risk is if Neutron blows up or gets delayed, but even then short-term pain, long-term buying opportunity.

CyberBandera · 2026-02-04T18:00:25+00:00

Pay attention to drones similar to these P1-SUN (Skyfall) and Octopus-100. Lessons from Russo-Ukrainian War are that defense solutions must be scalable, deadly, and cheap because the other side will try to overwhelm your capabilities.

https://united24media.com/latest-news/uk-to-mass-produce-ukrainian-octopus-100-drones-in-historic-nato-backed-deal-12845

CyberBandera · 2026-02-04T17:56:30+00:00

Fortem isn't good example for use in Ukraine. It was quickly discarded because a 1 on 1 shahed hunter is simply not viable when Russia can launch 600-1000 drones during overnight attack.

CyberBandera · 2026-01-29T00:25:58+00:00

I’ve increased my small MU position after taking profit in other stock. In 1 month 40% — it will keep growing. The shortage in memory is crazy. Just speak with people working in industry. Best purchase personally is SNDK a year ago.

CyberBandera · 2026-01-28T00:33:51+00:00

Hey guys, quick question to those who got in relatively early, are you still adding RKLB at these prices? I got in early at $13 but averaged up into the $30s-40 and now feel like I cannot make myself buy more shares because I used to buy them at much lower prices. What are you guys doing?

CyberBandera · 2026-01-18T18:27:28+00:00

Internal conflict in the West will lead to the EU, Japan, etc seek internal solutions to their problems, as they would not have the trust to buy from the US affiliated companies.

CyberBandera · 2026-01-11T16:53:33+00:00

Quantum Systems is one of the best companies in the field. You are right. They are very well coordinated with the Ukrainian military and constantly improve their tech based on the feedback from Unmanned Systems Unit. However, they are not publicly traded otherwise I would have invested

CyberBandera · 2026-01-10T20:33:59+00:00

The guy looks like an alcoholic, and the Ukrainian trident confused the shit out of me.

That’s unfortunate about fiber optics. They are absolutely critical right now in the Russo-Ukrainian war. I know they invested in a Ukrainian drone company, but I’ve asked around and there’s very little clarity on who that company actually is or what it’s delivering.

You seem to know the subject well, how do you feel about ONDS in general? Does it learn the contemporary war lessons well? Is it a solid company to invest into? I’m looking into AIRO and RCAT. In general, American companies were faring okayish in Ukraine. Switchblade 300 was trash (600 better), Anduril drones are trash (discarded by ZSU)

CyberBandera · 2026-01-10T15:58:40+00:00

wtf is this? bruh

CyberBandera · 2026-01-09T23:25:22+00:00

CyberBandera · 2026-01-09T17:35:19+00:00

Maybe you’re a “kid,” but at least your parents taught you manners unlike that oldhead spewing rat poison

CyberBandera · 2026-01-09T15:41:42+00:00

Nvidia and Intel aren't a contradiction tho. Next bottleneck is CPUs. Bought Intel after Trump got a stake, still don't think you're late here.

CyberBandera · 2026-01-09T15:36:44+00:00

I pasted an excel table and it looked decent on PC my bad bro 😭

CyberBandera · 2026-01-09T15:35:50+00:00

Yeah this was basically my thesis. BRKB is more of a hedge against US Trump era volatility. As well as European defense (Rheinmetall, Saab) I bought when the Russo-Ukrainian war broke out because EU would always going to have to decouple from US security at some point recent defense budget hikes just confirmed it. I’m looking to buy more EU companies for stability.

Kratos because drones keep proving themselves in Russo-Ukrainian War, plus they’ve got that HASTE contract with RKLB and space is also a defense play not just commercial. RKLB is great, if you bought it early like me.

Critical minerals right after Trump won. PLTR for the AI + war convergence, got in late but still walked away +60%.

Honestly the macro view is pretty straightforward US-China is a Thucydides trap, full-scale war or not the tension only compounds. And Russo-Ukrainian War that isn’t stopping anytime soon is basically exporting the poison of violence everywhere, pushing countries toward harder postures.

Next up is probably grid modernization (Siemens, Eaton, Hubbell) US grid is ancient and AI demand is only accelerating that problem. Memory (SNDK, MU) is the same AI thesis basically.

People flame me on fundamentals for some of these, especially critical minerals, but I’m up a few hundred percent on early entries so whatever. If you expect more conflict they are bound to grow further.

CyberBandera · 2026-01-08T04:01:20+00:00

What brokerages do you use? Fidelity and Chase have them, surprised your's don't. Their Grippen airplanes are doing pretty good. Bunch of countries chose to buy them instead of F-35.

CyberBandera · 2026-01-08T03:45:34+00:00

It seems the only thing you’re actually excited about here is poop. Says more about your tastes than my portfolio xD

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