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@space__death_
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LeMaitre used the words "planning for aggressive success in 2027 and 2028," said they've already modeled yield, capacity, and equipment for production targets, and warned they "don't want to be caught flatfooted" on ramp $LWLG is planning production
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market missing the forest for the trees on this $LWLG call ceo named GlobalFoundries as a partner on the call four foundries now confirmed with wafer runs underway or scheduled for H1 2026 and three more under consideration the foundry ecosystem is scaling fast
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not sure what the market wanted to hear today that it didn't re: $LWLG just dropped two big bits of news earlier this year, moving towards commercialization, it's all happening
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tape looks like some of the $ASTI warrants holders are unloading shares, still need to work off these recent dilution rounds buys still restricted on @WebullGlobal
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the physics are in favor of $LWLG, all about production process / commercialization their polymer requires significantly less power than silicon / lithium niobate
$LWLG (not cheap at 500M mrkt cap) pre sales But their organic polymers are in late trials with (likely) $COHR $LITE and $CIEN to replace silicon or lithium niobate in modulators - If even one places an order = will rerate ....HIGH RISK
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there are people on this website that will tell you with a straight face to buy a $4B market cap pre-revenue company with a modest potential moat if everything goes perfectly like $QS but then tell you that $ASTI is too risky
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portfolio rn: 50% - $ASTI commons 30% - $ATEX 08/26 $30 calls 20% - $LWLG 01/28 $5 calls valhalla or hell awaits
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considering solar AND space is getting torched today, $ASTI is holding up pretty well
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that toaster sized satellite with integrated $ASTI arrays launches on transporter-16 next month. real hardware on a real rocket on a real date the market just hasn't properly priced in this moment at all
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$ASTI is the only space solar company that was actually built for this moment a world where hundreds of small companies are racing to get hardware on orbit and need power solutions that don't slow them down
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the bigger players see the market forming too $RKLB just announced silicon arrays for mega constellations, admitting their own III-V cells are difficult to scale $RDW launched ELSA, a new folding array at ~100 W/kg specific power while $ASTI's blankets do 350+
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this is the wild west of space startups + adjacent deep tech, and they all need power systems that match how they actually build - fast, flexible, plug-and-play not 18-month procurement cycles
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and look at who else is in $ASTI's pipeline - autonomous underwater drone swarms, mobile hydrogen generators for battlefield deployment, AI edge-compute constellations these are not legacy defense cos
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that's where $ASTI fits in thin-film solar on a roll, delivered in 6-8 weeks, designed to pack tight + deploy from whatever small satellite you've built that's what you see in the photo - a plug-and-play, easy-to-integrate solar array that provides the proper amount of power
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