Poland/Norway = more exposure and the US pulling up all the old NOAA bouys... room for improved monitoring plus security and Optt already has the systems working to do it. Come on Coast Guard Data... The gap what the OOI dismantlement actually means in concrete terms
The product — MERROWS + Lattice, already deployed, already contracted
The connection — why these two stories belong together
The risk — academic budgets vs. defense budgets as the realistic customer path
The thesis — framed as "market hasn't connected the dots yet" bullish