PAA Research on X
Is there a company that has employed a more "prisoner of the moment" approach to capital allocation than $META?
Friday, June 5
Friday, June 5, 2026
Everything we published on this day.
3 stories
Laughing Water Capital on X
@darkstarsats @dylan_ascencios @dan_tmt and why would anyone have to retool antennas or receivers when almost all (but not all) Part 15 are center tuned to 915, which $NN doesn't want. Why are 10 Mhz around 915 not enough when EU and China do it with 5 or 6 MHz?
Laughing Water Capital on X
The 907-918 MHz Part 15 allocation is compared with smaller European and Chinese bands for similar devices.
