YH手札

YH手札

By Yo-HoSociety & Culture
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YH手札 episodes

  • EP-13 ASTS打造全球行動寬頻無死角


    整理AST SpaceMobile, Inc. (ASTS)資訊


    資料蒐集、編輯與製作：YH

    影片腳本與摘要：NotebookLM



    參考資料

    1. https://ast-science.com/2025/10/07/why-spectrum-matters-for-connecting-the-world/

    2. https://feeds.issuerdirect.com/news-release.html?newsid=7447832734009387&symbol=ASTS

    3. https://feeds.issuerdirect.com/news-release.html?newsid=8876270896277438&symbol=ASTS

    4. https://feeds.issuerdirect.com/news-release.html?newsid=7255026030506705&symbol=ASTS

    5. https://feeds.issuerdirect.com/news-release.html?newsid=7462865712656668&symbol=ASTS

    6. https://www.nasdaq.com/articles/why-ast-spacemobile-stock-plummeted-today

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    9 min
  • EP-12 APLD可以挖礦也可以運算


    整理Applied Digital Corporation(APLD)資訊 [CC字幕]


    資料蒐集、編輯與製作：YH

    影片腳本與摘要：NotebookLM



    參考資料

    https://ir.applieddigital.com/news-events/press-releases/detail/128/applied-digital-finalizes-additional-150mw-lease-with


    https://ir.applieddigital.com/news-events/press-releases/detail/132/applied-digital-announces-5-billion-ai-factory-lease-with


    https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-25-000069/apld-20250831.htm


    https://www.gurufocus.com/news/3158244/apld-craighallum-maintains-buy-rating-and-increases-price-target-apld-stock-news


    https://www.youtube.com/watch?v=qNBF5EiIOzE

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    8 min
  • EP-11 MP Materials國家級的戰略資產


    整理MP Materials Corp. (MP)資訊


    資料蒐集、編輯與製作：YH

    影片腳本與摘要：NotebookLM



    參考資料

    https://edition.cnn.com/2025/10/11/business/rare-earth-minerals-trump-china-xi

    https://www.reuters.com/business/finance/jpmorgan-unveils-15-trillion-plan-boost-investments-us-strategic-industries-2025-10-13/

    https://investors.mpmaterials.com/investor-news/news-details/2025/MP-Materials-Reports-Second-Quarter-2025-Results/default.aspx

    https://investors.mpmaterials.com/investor-news/news-details/2025/MP-Materials-Announces-Transformational-Public-Private-Partnership-with-the-Department-of-Defense-to-Accelerate-U-S--Rare-Earth-Magnet-Independence/default.aspx

    https://investors.mpmaterials.com/investor-news/news-details/2025/MP-Materials-Restores-U.S.-Rare-Earth-Magnet-Production/default.aspx

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    8 min
  • EP-10 PLANET LABS太空之眼


    整理PLANET LABS PBC (PL)資訊


    資料蒐集、編輯與製作：YH

    影片腳本與摘要：NotebookLM



    參考資料

    Planet-Fiscal-2Q-26-Update-Presentation

    https://investors.planet.com/news/news-details/2025/Planet-Ships-2-More-Pelicans-and-36-SuperDoves-to-Launch-Site/default.aspx

    https://investors.planet.com/news/news-details/2025/Planet-Announces-Closing-of-Private-Upsized-Offering-of-460000000-of-0-50-Convertible-Senior-Notes-Due-2030/default.aspx

    https://www.richitech.com.tw/mr_satellite

    https://www.richitech.com.tw/22632/%E9%A6%AC%E5%A4%AA%E9%9E%8D%E5%A0%B0%E5%A1%9E%E6%B9%96%E7%8F%BE%E6%B3%81/

    https://www.fool.com/investing/2025/10/03/heres-why-planet-labs-stock-rocketed-83-higher-in/

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    7 min
  • EP-9 LEU美國核能=未來?


    CENTRUS ENERGY CORP. (美股代號LEU)


    資料蒐集、編輯與製作：YH

    影片腳本與摘要：NotebookLM



    參考資料

    https://www.nasdaq.com/press-release/centrus-reports-second-quarter-2025-results-2025-08-05

    https://www.centrusenergy.com/who-we-are/history/

    https://www.centrusenergy.com/news/centrus-achieves-key-production-milestone-with-delivery-of-900-kilograms-of-haleu-to-the-department-of-energy/

    https://www.centrusenergy.com/news/centrus-details-plans-to-add-at-least-300-new-jobs-in-southern-ohio-with-multi-billion-dollar-investment/

    https://www.centrusenergy.com/news/centrus-signs-agreement-with-khnp-and-posco-international-for-potential-investment-in-american-uranium-enrichment/

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    6 min
  • EP-8 RKLB飛向宇宙浩瀚無垠


    整理ROCKET LAB CORPORATION (RKLB)資訊


    資料蒐集、編輯與製作：YH

    影片腳本與摘要：NotebookLM



    參考資料

    https://www.fool.com/earnings/call-transcripts/2025/08/08/rocket-lab-rklb-q2-2025-earnings-call-transcript/

    https://rocketlabcorp.com/about/about-us/

    https://rocketlabcorp.com/updates/rocket-lab-selects-bollinger-shipyards-to-support-modification-of-neutron-landing-platform/

    https://rocketlabcorp.com/updates/rocket-lab-clears-integration-milestone-for-victus-haze-delivering-end-to-end-capabilities-for-responsive-space-operations/

    https://rocketlabcorp.com/updates/rocket-lab-closes-acquisition-of-geost-expanding-its-national-security-capabilities-with-launch-spacecraft-and-now-payloads/

    https://rocketlabcorp.com/updates/rocket-lab-awarded-new-haste-launch-contract-for-the-dod-by-kratos/

    https://investors.rocketlabcorp.com/static-files/815a4786-20f5-4f20-be8a-2bbfc8d75449

    https://www.gurufocus.com/news/3120052/insider-alert-rocket-lab-cfo-dumps-42-million-in-stock

    https://stockstory.org/us/stocks/nasdaq/rklb/news/buy-or-sell/rocket-lab-rklb-buy-sell-or-hold-post-q2-earnings

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    7 min
  • EP-7 ONDAS打造自主防禦平台的競賽


    整理Ondas Holdings Inc. (ONDS)資訊


    資料蒐集、編輯與製作：YH

    影片腳本與摘要：NotebookLM



    參考資料

    https://www.gurufocus.com/news/3112704/ondas-onds-expands-with-new-fiberoptic-communication-launch

    https://www.ondas.com/post/ondas-secures-3-5-million-order-from-leading-defense-entity-for-ground-robotics-and-payload-systems

    https://www.ondas.com/post/ondas-apeiro-launches-ndaa-compliant-made-in-the-usa-combat-proven-fiber-optic-spools-for-drones-an

    https://www.ondas.com/post/letter-to-ondas-holdings-inc-nasdaq-onds-shareholders-july-2025

    https://ir.ondas.com/press-releases/detail/224/ondas-holdings-reports-second-quarter-2025-financial

    https://www.pocket.tw/school/report/SB/6098/

    https://unclestocknotes.substack.com/p/ondas-holdings-inc-onds

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    9 min
  • EP-6 AVAV公司介紹


    整理AeroVironment, Inc. (AVAV)資訊


    資料蒐集、編輯與製作：YH

    影片腳本與摘要：NotebookLM



    參考資料

    1. https://www.cnbc.com/2025/06/25/drones-aerovironment-earnings.html

    2. https://www.mitrade.com/au/insights/news/live-news/article-8-1109265-20250910

    3. https://www.nasdaq.com/articles/aerovironment-revenue-jumps-140-percent

    4. https://www.avinc.com/lms/switchblade

    5. https://www.aeroswag.com/military/united-states-army/aerovironment-switchblade-uav/a61486

    6. https://ide.com/ga-asi-and-aerovironment-complete-first-ever-air-launch-of-switchblade-600-from-mq-9a-uas/

    7. https://www.ainvest.com/news/aerovironment-received-240m-space-laser-communication-order-2509/

    8. https://www.satellitetoday.com/technology/2025/09/08/aerovironment-wins-240m-laser-communications-terminal-order/

    9. https://markets.ft.com/data/announce/detail?dockey=600-202509080910BIZWIRE_USPRX____20250908_BW882195-1

    10. https://www.youtube.com/watch?v=6G9xLyNfPzQ&lc=UgxrbtppB06JSo97eS54AaABAg.9_gtLkEKH8p9_iYi0dQK8y

    11. https://www.reuters.com/business/aerospace-defense/aerovironment-shares-soar-drone-demand-fuels-quarterly-results-beat-2025-06-25/

    12. https://hk.marketscreener.com/news/aerovironment-inc-secures-240-million-space-long-haul-laser-communication-order-ce7d59ded180f620

    13. https://finance.yahoo.com/quote/AVAV/

    14. https://www.mitrade.com/au/insights/news/live-news/article-8-1111825-20250910

    15. https://www.investors.com/news/aerovironment-avav-stock-earnings-drone-maker/

    16. https://www.investing.com/news/company-news/aerovironment-secures-240m-order-for-space-laser-communication-terminals-93CH-4229270

    17. https://companiesmarketcap.com/aerovironment/revenue/

    18. https://www.sahmcapital.com/news/content/aerovironment-secures-nearly-240m-order-for-space-based-laser-communications-terminals-from-undisclosed-customer-2025-09-08

    19. https://www.investing.com/equities/aerovironment-earnings

    20. https://www.avinc.com/images/uploads/product_docs/ProductCatalog_Digital.pdf

    21. https://www.pocket.tw/school/report/SB/6048/

    22. https://unclestocknotes.substack.com/p/avav-aerovironment

    23. https://finguider.cc/Article/ArticleIndex/2520

    24. https://news.pts.org.tw/article/721748

    25. https://www.peopo.org/news/819282

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    6 min
  • EP-5 Hint: 個人化AI占星


    這是一個實驗性頻道的節目。


    從負1開始，持續減1，到實驗結束，或目的改變。


    同步在Youtube。

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    7 min

About YH手札

From the publisher's feed

這是一個實驗性的頻道。