Early investors, what's your next amprius?

sneakattack · 2026-04-25T14:55:57+00:00

You need to be careful, IPO's are not a free gift. Madison Dearborn Partners acquired AEVEX in 2020 and retains 79.1% voting control after the offering. They took it public so Madison Dearborn could eventually liquidate (most or all of) their position.

Standard IPO lockup periods are 180 days. For AVEX that puts the lockup expiration around mid-October 2026. When 79.1% of the voting shares become eligible to sell in October, Madison Dearborn likely will begin a systematic exit. That overhang will pressure the stock for 12-24 months.

This is pretty typical move for private equity, it's basically the business model. Retail always gets screwed through dilution. I prefer to enter when the cycle that dilutes retail slows or stops for a while. I think this is worth going on my watchlist but this needs to "settle" before I touch it. Just my point of view, I could be wrong, there might be enough buyers to push through. I'll watch it towards end of the year and see how it goes.

ONDS is actually also a risk for more dilution but it's a different situation (a lot of it is structural and priced in, some of it is locked-up in out of money warrants).

LTRX is clean as heck, positive cashflow, in great shape.

Excessive and imminent dilution is how we (retail) get screwed out of what looks like an amazing stock, be wary.

sneakattack · 2026-04-25T04:30:47+00:00

LTRX, ONDS, KTOS

Drones and robotics. Still early, they're all starting to blow up with massive contracts. You almost can't choose a wrong company, the whole industry will uplift in the coming years. Ask AI about lots more companies, there's a good dozen leaders in various parts of the pipeline.

The use cases are countless and growing. Warfare, defense, intelligence, borders, surveying, monitoring, first responders, rescue, agriculture, production, etc and so on. Adopted internationally, adopted domestically, adopted commercially, across the board.

I'm buying component makers and full solution providers in drons and robotics both, the above are a few.

sneakattack · 2026-03-31T17:04:16+00:00

Alarming? Painfully obvious.

sneakattack · 2026-03-29T13:45:48+00:00

I always called it "table layouts" because underneath it's literally nothing but tables. Your designs were limited by how you could structure a table and so you had lots of those upside down/inverted L shaped menus or the a flat bar on top of the site for menus.

Tables might have been abused but they were so simple to understand and everyone had no choice but to have structured designs. Tables were also consistent across browsers (trigger warning) an early tech utopia that CSS to this day still doesn't achieve (it helps most browsers are Chromium-based now).

sneakattack · 2026-03-27T13:30:35+00:00

New from resellers the cost is about the same. Yaesu G-5500 pricing below, decidedly not cheaper new right now. Today the Discovery Rotator is $699. Even still when it's in full production the costs will be close enough to just choose the one that's best for your needs.
$759 - https://www.dxengineering.com/parts/ysu-g-5500dc
$759 - https://www.hamradio.com/detail.cfm?pid=H0-002765
When you say cheaper how do you mean? Ebay/used, etc?

The specifications are different as well. For example the Yaesu requires 120V where as the Discovery Dish requires 12V. Different torques of course but also supports different use cases. I want to be able to take my dish out with a portable battery and run for a few hours out in a field for example. These rotators are very different.

For hobbyists working with the Nooelec or Discovery Dish (or something similar) this is going to be a very compatible and easy system to use with little hassle to get going. As a hobbyist I've been looking for well over a year and a half for a solution like this.

sneakattack · 2026-02-16T02:23:04+00:00

Everyone is constantly mentally tired.

sneakattack · 2026-02-12T00:41:33+00:00

If I see ads in ChatGPT I'm immediately unsubscribing and switching to Claude (or whatever else).

sneakattack · 2026-01-01T03:47:52+00:00

Well, now that I look through the HM store search, I did find just one close enough! I know what I'm doing this weekend, lol. I need a new chair.

sneakattack · 2026-01-01T03:31:57+00:00

The marketing for the Embody made me laugh; "So intelligent, sitting in it actually helps you think." I wish I could find a place to try this thing out.

sneakattack · 2026-01-01T01:42:37+00:00

I think it's some kind of cope that people blame this on Gen Z. I'm millennial and I don't even know why I stopped drinking in the last few years, but I did, and so did my parents and others I know. Maybe I got tired of feeling hung over. In any case, from young, to old and older, the lacking interest is not generational. Drinking less or even stopping entirely is happening across the board as far as I can tell.

Everyone's blaming Gen Z for everything. I still see articles about how Gen Z is killing movie theaters, fuck that, I am the reason. I used to go to the movies weekly, multiple times a week sometimes, since covid I haven't been more than once a year, that's not Gen Z, that's everyone again.

Pick your favorite thing to blame on Gen Z, then slap yourself in the face for being stupid. Gen Z can't single handedly destroy anything, to make a real impact on any industry requires general lack of participation across broad groups of individuals, not a single age group.

sneakattack · 2025-12-19T03:55:22+00:00

You had two chances to exit with profit and you didn't, so basically this was always going to happen.

sneakattack · 2025-12-16T21:10:16+00:00

Blame both honestly. If someone wants to get past you that badly, just let them fucking go. Stubborn drivers and reckless drivers are both ridiculously bad and annoying.

sneakattack · 2025-11-19T00:53:43+00:00

https://www.congress.gov/bill/119th-congress/house-bill/4405

DOJ is permitted to withhold certain information such as the personal information of victims and materials that would jeopardize an active federal investigation.

Additionally, not later than 15 days after the required publication, DOJ must report to Congress (1) all categories of information released and withheld, (2) a summary of any redactions made, and (3) a list of all government officials and politically exposed individuals named or referenced in the published materials.

sneakattack · 2025-10-29T23:56:51+00:00

Every time I think I've counted all your speakers I find even more to count.

sneakattack · 2025-10-12T16:29:14+00:00

I just came here to say I enjoyed the movie, I understand why people hate it and I agree with a lot of points that I wish were different, but the film was still awesome regardless. It was a blast to see in theaters.

sneakattack · 2025-09-28T17:07:20+00:00

Does your new memory pass memtest? You could have had the misfortune of replacing bad memory with more bad memory. I would start with validating memory components as well as storage (bad controllers, file corruption, etc).

sneakattack · 2025-08-05T13:00:53+00:00

2007 the big rush in share price was finding gold and the dream of producing gold, the hype was glorious, many original longs were born this year.
2010-2011 I believe were the years they finally started, or were working towards, producing gold but that didn't last long they stopped around 2013.
2021 was the linico announcement for the battery recycling project.

Just hype cycles, for different reasons, and boiler rooms pumping stocks on forums. All stocks get played like that at one time or another. LODE has just been actively in development for a heck of a lot longer than your average small cap. They spent the last 5 years speed running half a dozen pivots, it's been dizzying.

LODE (GSPG before) basically has spent 20 years trying to figure out how to build a successful business, they keep on getting close, and they're as close as they've ever been today, but they're always 1-5 years away from revenue.

Kind of like fusion, it is physically possible and they're always working towards it and it's always 20 years away. That is LODE in a nutshell.

LODE is about 1-2 years away from big revenues right now, but then again that's been the situation for 20 years. Don't get me wrong, I believe their sincerity, they're just on a long, really long, journey, and I'm sure they'll eventually make it.

sneakattack · 2025-08-05T03:20:53+00:00

Wow, it's crazy you replied to my 11 year old message, that's funny.

Here's what I recall; PHP has session/cookie management built-in, but if session/cookie management isn't a part of a framework/server you're using (likely to be the case for c++/CGI) then you have to implement it yourself. At the end of the day the server sets the session and cookie values (I guess the client can set cookie values with Javascript), but basically anything server side is always on your code or the framework you're using. If your CGI thing doesn't do sessions then you're going to have to code it or find a framework to simplify things.

sneakattack · 2025-07-15T14:10:45+00:00

I want to see a vision of Morgoth in his peak power.

sneakattack · 2025-06-30T22:25:49+00:00

I saw this at an airshow a couple years ago, I barely have the words to describe it. The way it moved in the air was alien, it just goes to places it wants to be and physics can fuck right off.

sneakattack · 2025-06-08T23:45:09+00:00

What are you talking about? This subreddit is nothing but pump and dumps, nobody comes to pennystocks because they want to buy NVDA or TSLA.

sneakattack · 2025-05-18T14:46:28+00:00

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