PINK.SAKDIARPA.COM
DESK DASHBOARD LIBRARY
MEMORY overview 285A Kioxia SNDK SanDisk
AI CAPEX overview ALAB Astera AMD INTC Intel CBRS Cerebras 2404 UIS
JAPAN 6871 Micronics 6855 JEM 5801 Furukawa 6981 Murata
PACKAGING overview AMKR Amkor
FOUNDRY overview GFS GlobalFoundries
SECTORS Optical Networking Power Semis Semicap Test & Measurement Passives / MLCC Geopolitics Robotics Defense Tech Nuclear / SMR Critical Minerals Gold Mining Plastic Recycling
ADMIT ONE · OVERWORLD
BRIEFINGS / 2026-03-22-FEIM

DCF Valuation Model (FEIM)

WIKI briefinghubdefenseprecision-timing updated 2026-05-15

Two small defense-tech companies, both riding the same macro tailwind (U.S. military modernization, counter-UAS, space proliferation), but attacking it from completely different angles.

— Full briefing at https://pink.sakdiarpa.com/reports/feim.html (3 sections, ~11706 words).

from the vault · open in obsidian ↗
LINKED HERE (1)
FEIM -- Frequency Electronics