SMSH

16 atoms · 跨 2 天 · 首见 2026-05-20 · 最近 2026-06-10

三色: 🟦 fact 8 · 🟥 take 8 · stance ▲7/▼3/◆0

来源: X 16

时态: fresh:16

标签: 好观点:9 · 好信源:7 · 好思考:6 · 好数字:4

叙事 (narrative) (7)

• 2026-05-20 · contracts scale if army is happy with testing and performance
  in the defence sector it usually starts small and then (hopefully) contracts scale if the army is happy with the testing and performance
  tags: 好观点·好思考 · → daily
• 2026-05-20 · key is being able to entrench itself and what feedback soldiers give
  The key here is SMSH being able to entrench itself, and what feedback soldiers give
  tags: 好观点·好思考 · → daily
• 2026-05-20 · this is reason case has not gotten popular yet
  a big reason the case has not gotten popular yet is because early models where not that good and got mixed/negative feedback
  tags: 好观点·好思考 · → daily
• 2026-05-20 · high execution risk
  there is high execution risk
  tags: 好观点·好思考 · → daily
• 2026-05-20 · adoption is the key
  adoption, that's the key in my humble view
  tags: 好观点·好思考 · → daily
• 2026-05-20 · technological refreshment seemed successful
  It seems they were successful with that
  tags: 好观点 · → daily
• 2026-05-20 · must deliver on growth
  they have to deliver on growth
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-05-20 · HOPPER holds massive future revenue potential given its ASP significantly higher than standard SMASH devices
  HOPPER holds massive future revenue potential for them given its ASP, which is significantly higher than the ASP of standard SMASH devices
  tags: 好观点·好思考 · → daily

事实 (fact) (8)

• 2026-06-10 · 3Yr rev. CAGR
  This 🇮🇱 defense stock with a 3Yr rev. CAGR of 73% is giving me $NXSN vibes.
  tags: 好数字·好信源 · → daily
  value: qty=73% · date=3Yr
• 2026-06-10 · order intake growth Q1/26 YoY
  Demand is booming (order intake +396% YoY in Q1/26) and additional orders keep stacking.
  tags: 好数字·好信源 · → daily
  value: qty=+396% · date=Q1/26
• 2026-05-20 · initial contract valued at 2m euros
  Initial contract valued at 2m euros
  tags: 好数字·好信源 · → daily
  value: qty=2 million euros · date=2026-05-20
• 2026-05-20 · potential value of contract
  the potential value of being over 4.3m euros
  tags: 好数字·好信源 · → daily
  value: qty=over 4.3m euros
• 2026-05-20 · contract with Ministry of Defense to supply SMASH HOPPER remote-controlled weapon systems and accompanying services
  Today $SMSH.TA announced a contract with Ministry of Defense to supply SMASH HOPPER remote-controlled weapon systems and accompanying services
  tags: 好信源 · → daily
• 2026-05-20 · stopped selling HOPPER devices for a while to give them a technological refreshment
  they had stopped selling the HOPPER devices for a while to give them a technological refreshment first
  tags: 好信源 · → daily
• 2026-05-20 · early models not that good and got mixed/negative feedback
  early models where not that good and got mixed/negative feedback
  tags: 好信源 · → daily
• 2026-06-10 · market leader in kinetic counter-drone defense for infantry
  Smartshooter is the market leader in kinetic counter-drone defense for infantry.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-06-10 · fact · 3Yr rev. CAGR · → daily
• 2026-06-10 · fact · market leader in kinetic counter-drone defense for infantry · → daily
• 2026-06-10 · fact · order intake growth Q1/26 YoY · → daily
• 2026-05-20 · fact · contract with Ministry of Defense to supply SMASH HOPPER rem · → daily
• 2026-05-20 · fact · initial contract valued at 2m euros · → daily
• 2026-05-20 · fact · potential value of contract · → daily
• 2026-05-20 · narrative · contracts scale if army is happy with testing and performanc · → daily
• 2026-05-20 · narrative · key is being able to entrench itself and what feedback soldi · → daily
• 2026-05-20 · fact · stopped selling HOPPER devices for a while to give them a te · → daily
• 2026-05-20 · narrative · technological refreshment seemed successful · → daily
• 2026-05-20 · forecast · HOPPER holds massive future revenue potential given its ASP · → daily
• 2026-05-20 · fact · early models not that good and got mixed/negative feedback · → daily
• 2026-05-20 · narrative · this is reason case has not gotten popular yet · → daily
• 2026-05-20 · narrative · high execution risk · → daily
• 2026-05-20 · narrative · must deliver on growth · → daily
• 2026-05-20 · narrative · adoption is the key · → daily

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