Alex

Alex@alexdbanks

$MDA I see the vision 🇨🇦🚀

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Alex@alexdbanks

The message I'm trying to get across in the below post is $MDA has the weight of the Canadian government behind it when it's pitching to foreign governments. That is a very underrated moat that no other space stock has.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Alex@alexdbanks

$MDA Banger 🇨🇦🚀 Great to have Jeremie on board 🫡 htt

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Alex@alexdbanks

This is part of the $MDA thesis I think people still don't understand. They underestimate what it means to have the weight of Canada behind you. Not only as your largest customer but with Carney and the Canadian gov. basically pitching you to allies around the world. Get ready

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Alex@alexdbanks

$MDA 🇨🇦 / 🇩🇪 This clip is exactly why I wasn't disappointed with TKMS winning the submarine bid (although I still wouldn't write off a Hanwha order) Mike basically spells out the opportunity: - Canada spending ~$100 billion with Germany - Canada expects ~$100 billion of htt

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Alex@alexdbanks

Alright that's it, selling my entire $MDA position

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Alex@alexdbanks

Country sovereign space compute will be the next big theme $MDA

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Alex@alexdbanks

🚨 The deeper you dig into $MDA 's on-orbit compute push, the more interesting it gets. Last month, $MDA engineers presented radiation testing of the $AMD /Xilinx Versal AI Engines at the IEEE Nuclear and Space Radiation Effects Conference, specifically estimating how reliably

tweeted Tue, Aug 11 · counted from Wed, Aug 12 close