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quantLR's profile picture. Fear causes hesitation, and hesitation will cause your worst fears to come true. I buy fear. I don’t trade for direction, I trade for distribution. AI/ML/QC.

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@quantLR

Fear causes hesitation, and hesitation will cause your worst fears to come true. I buy fear. I don’t trade for direction, I trade for distribution. AI/ML/QC.

3KPosts 537Followers 323Following
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quantLR's profile picture.
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@quantLR
Nov 1

1/ Anduril's massive A$1.7B Ghost Shark deal with Australia has a "secret" winner: Canadian marine tech company Kraken Robotics $KRKNF I modeled how much Kraken tech is inside each Ghost Shark and what the total deal is worth to them. The numbers are staggering. 🧵

quantLR's tweet image. 1/ Anduril's massive A$1.7B Ghost Shark deal with Australia has a "secret" winner: Canadian marine tech company Kraken Robotics $KRKNF I modeled how much Kraken tech is inside each Ghost Shark and what the total deal is worth to them. The numbers are staggering. 🧵
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quantLR's profile picture.
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@quantLR
18 h

Thanks to @Quartr_App, we know this about $CRWV's supply chain delay: Question: Impact of supply chain delays on 2026 capacity? Output: $CRWV supply chain delays are short-term and mostly tied to one data center partner. They’ll be resolved by Q1 2026, with no loss of capacity…

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quantLR's profile picture.
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@quantLR
20 h

$CRWV Let’s see, only time will tell from here.

quantLR's profile picture. Fear causes hesitation, and hesitation will cause your worst fears to come true. I buy fear. I don’t trade for direction, I trade for distribution. AI/ML/QC.
7
@quantLR
20 h

Filled at $86

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