### @AMPX — Open — unresolved
For those of us keeping score, the AI‑datacenter link is thin and forward‑looking, with no booked revenue. Our demand is drone endurance and, to a lesser degree, light EVs, satellites and early robotics where weight matters. A national defense law adds rules that restrict where U.S. suppliers' battery components can come from, which we frame as a tailwind, and we flag a proposed roughly $58 billion autonomous‑drone budget as a request, not enacted – upside our market analysis does not capture unless it were approved. That's okay.
- tier: Open (?)
- source: AMPX / Where the datacenter link is thin - keeping score honestly
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-ampx-src-ampx-datacenter-fit-thin-rotation
- posted: 2026-07-22T13:08:02.826Z