Science
Introduction to Quantum Electrodynamics
QED is the template for gauge theories and underpins fundamental constants and atomic timekeeping.
John D
Strategic Consultant, Director of DataDeep Tech and Author of Detroit Megacity
Finance
Kratos Defense, After the CCA Loss: Funded Backlog, Dilution, and the Affordable Mass Thesis
Kratos grew revenue 18.5% to $1.35B in FY2025 yet posted a 1.9% operating margin and negative free cash flow. A skeptical look at the growth thesis.
Science
Room-Temperature Superconductivity in Graphite: Why HOPG Claims Still Fail the Meissner Test
HOPG room-temperature superconductivity claims mapped against the four criteria: no Meissner effect, no neutral replication, no validated result.
DIY
Off-Grid ESP32 Flood-Stage Sensor: Cutting Standby From 20 mA to Under 100 µA on a $70 Solar Node
Full open-hardware build: ultrasonic stage sensing, LiFePO4 pack, and the dev-board parasitic draw that wastes 89% of a node's daily energy.
Space
Rocket Lab Neutron Strategic Technical Assessment: Archimedes Engine, Reusable Rocket Architecture, 2026 Launch Timeline, Market Position, and Key Risks
A strategic technical assessment of Rocket Lab’s Neutron rocket, covering Archimedes, reusability, launch timing, competitors, and risks.
Finance
The Liquidity Illusion: Reconciling Marginal Pricing with Fundamental Valuation in Constrained Float Scenarios
Market cap reflects marginal pricing, not liquidation value. IPO floats inflate valuations and fundamental analysis reveals true worth.
DIY
Century-Lifespan Consumer Products: What Reliability Physics, Aviation Precedent, and Repair Law Say About 100-Year Electronics
No consumer electronic has lasted a century. Reliability physics, aviation PMA precedent, and EU repair law define what 100-year design needs.
Computing
Retrieval-Augmented Generation (RAG) for Specialized Knowledge Sets: Architecture, Vendors, Economics, and Risk (2026)
An analysis of enterprise RAG over technical corpora: what benchmarks prove, what vendors assert, and how to decide build versus buy.
Aerospace
Leonardo AW609 Tiltrotor: Powered-Lift Certification Status, Order Book Quality, and the Investment Case
The AW609 holds no FAA type certificate as of July 2026. Inside its powered-lift path, seven firm orders, and materiality to Leonardo.
Sustainability
Wildfire Technology Investment in 2026: Why Detection and Prevention Lead, and Suppression Lags
Detection and prevention lead wildfire tech investment, from FireSat to Pano AI. Suppression autonomy still lags. A 2026 investor's guide.
Minerals
Gentung Browns Lake Tungsten Mine (2026): Non-China Supply, Defense Demand, and Allied Tungsten Reindustrialization
Gentung–Browns Lake offers investors a strategic U.S. tungsten restart tied to defense demand, but permitting and technical gaps remain.
Computing
Gamification of Optimisation for Operations Research: Do Human-Computation Games and Learned Solvers Beat Classical Methods?
Foldit and AlphaTensor produce real science, but classical operations-research solvers still win at industrial scale.