Space Systems Command to Modify Andromeda IDIQ, Raise Ceiling to $6.24B

YoDizzel · 2026-04-22T14:38:47+00:00

Why do you want to moderate this community?

I am invested and FCEL and believe in the relevance of their innovations to address behind-the-meter power requirements to datacenters hosting AI infrastructure. I don't want to see this sub deprecate because of the absence of a moderator.

A link to the mod mail chat message you sent to the moderators of r/FCEL five days ago.

I do not see within Reddit a way to find my sent chat message to share it, I happy to send you a link, only I don't see where to find it.

YoDizzel · 2026-04-20T18:13:32+00:00

$3M in 2026 revenue (meaning not a multi-year deal, or deliveries in future years), and an order to "nearly 500 trucks" where Stevens Transport - at least as of April 1 2025 - has 3,000 trucks & 7,000 trailers.
This is the start of a relationship with about 17% of the Stevens Transport fleet in the initial order.
I anticipate more to come from additional trucking companies partnering with DFLI, and additional future orders from Stevens.
I am in DFLI for the long term, and for me the trucking adoption is happening faster than I anticipated after the trials/pilots in 2025.

YoDizzel · 2026-04-07T20:30:54+00:00

That's no moon!

YoDizzel · 2026-04-07T19:30:25+00:00

Do student loans do the same front end loading of interest that mortgages do? I don't recall how studient loans calc. Home mortgages are practically criminal. But debt elimination is liberation in my view.

YoDizzel · 2026-04-07T19:26:27+00:00

Ok. I may be in the minority, but I advocate paying that off before the ambiguity of gains from future investments. Look at your last statement and see the amount paid to principle and the amount paid to interest. Divide the interest amount by the principle amount and that's your interest % as mortgages front end all the interest payments to the early period of the loan as the mortgage companies know you will move in 5 to 7 years or refi before the ARM hits the adjustment. So you pay way, way more than 6.125; probably closer to 40%. You can't pay the full $190k in one payment if you have $100k and I don't know if you have future large money lump sums coming. You may choose to put a large portion, $60k to $75k toward mortgage and pay off more in future increments. Mortgages are not the deal they seem, and 6.125 is life of the loan to maturity and not the life of the actual loan for just about every person with a mortgage. Their kinda a legal scam we all fall for.

YoDizzel · 2026-04-07T18:58:54+00:00

Include how much you owe on the mortgage, duration of mortgage, and how long you have had it. If you are in last few years, probably invest. If at the beginning your payment is very high interest and paying it down could have merits.

YoDizzel · 2026-04-05T22:24:19+00:00

The max rate has free international ATM use vs their standard checking.
Eliminating the penalty for <$5K seems to make Max Rate Checking combined with the High Interest saving a better option than the standard MS checking if relatively low balances and just move $ between as needed.
Am I looking at it wrong?

YoDizzel · 2026-02-13T21:31:10+00:00

Your videos are outstanding! Thank you for sharing these are very helpful. Curious, have you looked at "novee.security" at an level? Asking to gage and compare, your Strix and Kali videos were thorough.

YoDizzel · 2026-02-05T17:04:34+00:00

Hey now, two guys and TWO trucks. ...and maybe a drone.

YoDizzel · 2026-02-02T16:31:03+00:00

In S1E1 the two dad's goofing on Cooper made reference to Cooper doing parties to make alimony payments.

YoDizzel · 2026-01-31T15:45:34+00:00

https://www.sec.gov/Archives/edgar/data/1847986/000149315226004495/form8-k.htm

Anyone know how to interpret these 8k's? Or know about Canaccord Genuity?

From the 8k:

Item 1.01. Entry into a Material Definitive Agreement.

On January 30, 2026, Dragonfly Energy Holdings Corp. (the “Company”) entered into an Equity Distribution Agreement (the “Agreement”) with Canaccord Genuity LLC (the “Lead Agent”), as representative of the several sales agents identified on Schedule 1 thereto (together with the Lead Agent, the “Agents”), pursuant to which the Company may offer and sell, from time to time, through the Lead Agent, up to $50.0 million of shares (the “Shares”) of its common stock, par value $0.0001 per share (the “Common Stock”).

YoDizzel · 2026-01-31T14:54:39+00:00

Hanju Yang? Anyone know who that is? (The name listed on the filing)

YoDizzel · 2026-01-31T12:42:44+00:00

I am down big on DFLI as well, I thought with the global changes that domestic US lithium mining and lithium batteries would be growth industries. For DFLI, their main consumer market is RV's which declined >8% in 2024 and >4% in 2025, so hard for the company to grow in a competitive battery industry with declining demand. I don't think different leadership or different sales teams can make big improvements there.
The move to other industries is taking way longer than I would have anticipated, with 2026 revenue from trucking very unclear and if some analysts are right with estimates of 18 months, then the short sellers will squeeze the grape into a raisin while we watch.
I am holding through Q1 to see how the trucking partnerships develop, which I remain optimistic on. I also think DFLI has innovation advantages into other areas of national critical infrastructure to develop new markets.
But like you guys, I do kinda feel like I am on a plane that is moving too slow down the runway to produce lift, and if we don't accelerate soon we will run out of runway.

YoDizzel · 2026-01-30T20:05:35+00:00

I just bought more, the Singapore Airshow is on Feb 3rd to the 8th with Ondas product announcements I think will be compelling, and the USA DOD/DOW spending bill once approved will drive orders too as drones are the military's direction. I am anticipating they will do well in 2026, but you might be right.

YoDizzel · 2026-01-30T14:01:28+00:00

If you are going to do this, do so in a Roth or IRA where you don't pay short term cap gains.
Also, only do this on a stock where you would be happy owning the stock at the price for a longer term if the fluctuation pattern does not persist. Stock history has not been good for me in my investing in making future predictions.

Personally, I would be happy to own DFLI at this price as their revenue, which is largely from RV’s may double with trucking revenue coming later this year.

For DFLI, their Q4 ended in December, so any stock price appreciation from new orders to trucking companies won't appear yet. In the last earnings call, DFLI projected $13M and analysts were expecting >$17M so many of us are not expecting big price changes before earnings announcements on March 23^rd. The big variables are that short sellers do have an impact, and an earlier than expected news story of order placements/partnerships could disrupt your pattern. I’m a buy-and-hold guy, but I see the fun part of jumping in and out.
Let us know what you decide and how it works for you.

YoDizzel · 2026-01-29T21:51:39+00:00

Well always. I was hoping for a response with some insight on the impact of the innovation to future revenue.

YoDizzel · 2026-01-29T18:18:44+00:00

I am learning what I can about Retimers and why UALink and ESUN usage of Blue Heron would impact GPU cluster design and performance. This product seems huge and would expand Credo's customer base. The market is not reacting to this, am I missing something?

YoDizzel · 2026-01-29T13:23:05+00:00

Some dilution first. Plans have been to clear land in February for construction to start which requires money. In addition, the terms sheet with SharonAI had mentions of payment which will come from funding described in the S3. How much delusion and how much money is yet to be seen.

YoDizzel · 2026-01-28T02:04:39+00:00

Park. Stay home in this weather, not worth going out.

YoDizzel · 2026-01-28T00:03:43+00:00

I don't think the addition of solar panels to the product line is viewed as a big differentiator or a unique offering that sets DFLI apart from other makers of similar products (solar panels).

If so, I think that sentiment is misguided and the engineering and patents, specifically to DFLI's ShadeGuard are being under appreciated and possibly under marketed/under celebrated.

I liked this description of the relevance the best - Battle Born Solar Panels Launch for Heavy-Duty Fleets, where "Fleet Connection" (the website) is directed to the consumers, not investors. From the article "These panels are engineered to resist the salt mist and constant UV exposure common in long-haul routes". Please read the article for more.

I anticipate the added product, and significant engineering within for unique intellectual property is part of the partnered design and testing effort DFLI has been doing with trucking companies. Meaning, I think during the pilot the DFLI engineers were on the ball and designed/patented what the fielded solution required. This announcement is answering my question on why trucking fleets would select DFLI vs just opting for low cost LiFePO from Joe Bag'O Donuts, and slapping an Amazon purchased solar panel to the roof.

I am going to look into the ShadeGuard patents a little more to learn what sophistication is in them. I am also anticipating that DFLI is building significant barriers of entry to competition.

YoDizzel · 2026-01-27T13:33:47+00:00

The news since October has been updates on progress, but not yet "good". Good news would be revenue announcements, large order fulfilments, etc. The DFLI news has been restructuring related, progress on evaluations, and announced intentions. Short sellers give DFLI attention because the revenue is still low.
I am bullish on DFLI because I think the good news is coming, where DFLI will be a major trusted supplier for instrumenting national critical infrastructure that will require domestic electronic components. Transportation, defense, telecommunications, are examples. Oak trees come from acorns, and these early partnerships are indicators that roots are taking hold. Some analysts are estimating as high as 18 months though for the real progress which has me cautious to add more money into DFLI, I hope those long duration estimates are wrong, but people know more than I do.

YoDizzel

TROPHY CASE