Anduril just became the first company in history to build an aircraft the US Air Force classified as a "Fighter Jet" without a human inside it.

Not Lockheed. Not Boeing. Not Northrop. A private company founded by a kid who made his fortune selling VR headsets walked into the most consequential weapons program of the century and delivered an armed AI combat aircraft in 556 days.

The F-35 has been running since 1994, costs $2.1 trillion through 2088, and delivers jets an average of 238 days late. Fury went from paper to carrying an AIM-120 air-to-air missile before most defense programs finish their first review meeting.

Two days ago at the Air and Space Forces Association Warfare Symposium, General Wilsbach showed the world a photograph that belongs in history books.

The YFQ-44A Fury. No cockpit. No ejection seat. No pulse. Carrying a missile designed to kill manned aircraft.

The same "F" letter worn by the F-15, the F-22, the F-35. Eighty years of air superiority taxonomy just got handed to a machine.

Anduril is valued at $30.5 billion. Generated over $1 billion in revenue last year. Still private. Building a 5 million square foot factory to mass produce tens of thousands of autonomous systems. When this company goes public it will be the most significant defense IPO in a generation. The addressable market is not its backlog. The addressable market is every manned fighter program on earth that just became obsolete.

Now here is what nobody is connecting.

Every chip powering Fury's AI brain requires gallium and germanium. China produces 98% of the world's refined gallium and 60% of germanium. In December 2024 Beijing banned these minerals from export to US military end-users. That ban was never lifted. The November 2025 trade truce explicitly excluded military applications. It expires November 27, 2026.

The minerals required to build America's autonomous air force are prohibited from export by the country it was designed to fight.

The cost of the bullet just went to zero. The cost of the gun just went to Beijing.

556 days to armed flight. Zero days of mineral independence. 274 days until the truce expires.

The arms race that decides the Pacific will not be won by whoever writes the best algorithm. It will be won by whoever controls the atoms that algorithms are made from.

$OKLO $SMR $NEE $CEG $LEU $UEC $NNE | President Trump’s 2026 nuclear push aims to close the growth gap.

While the U.S. added only 3 reactors in 13 years, a new 18 month licensing cap and $80B in funding now target 400 GW by 2050 to reclaim global energy dominance.

Mexico leads the world in silver production, 25% of global supply.

Trump added silver to US Critical Minerals List in November 2025.

China added silver to its minerals export licensing controls in December 2025.

70% of Mexico #silver production is owned by Canadian mining companies.

If Trump goes in and occupies mining operations with US military on the pretence of cartel, he gets to screw Mexico and Canada together, and gets guaranteed silver production and profits.

Introducing PPSS Group's cut and slash resistant clothing, which could potentially protect you from street assaults, in lieu of traditional carbon fiber body armor

- Programming sits on maths
- Algorithms run on maths
- Every AI model is maths
- Machine learning is maths
- Deep learning is maths
- Graphics are maths
- Simulations are maths
- Cryptography is maths
- Blockchain is maths
- Data science is maths
- Optimization is maths
- Signal processing is maths
- Robotics moves because of maths
- Game engines run because of maths
- Your entire tech stack survives on maths

You're still asking if we need math for programming?

$LAES is on fire 🔥

• Secured 1.75 BILLION devices worldwide with hybrid post-quantum crypto

• +66% YoY revenue surge to $18M in FY2025, massive cash runway

• Deepening push into CMOS-compatible quantum architectures (silicon spin qubits + electrons-on-helium) for scalable, secure quantum computing

• Fresh investments in EeroQ, ongoing Quobly collab (minority stake vibes), new Lattice partnership for PQC in FPGAs

• Upcoming: Geneva Quantum Center of Excellence + aggressive 2026 growth targets.

Interesting entry price 📈

$LAES $WKEY

$LAES/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$WKEY/USD H2 #Indicator #Signal #Trading #GlobalOneAI

SEALSQ $LAES shifts to CMOS compatible quantum chips via FD-SOI tech.

Its "Quantum Highway" integrates EeroQ’s electron-on-helium qubits with hardware-based trust. Q1 2026 revenue is set to exceed $4M as it expands French manufacturing by $200M.

#URANIUM #URA/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Global X Uranium ETF
$URA volatility can move fast. Leverage magnifies it.

Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD

Optimus meets Neuralink. Elon’s idea.

Biology upgraded. Robotics integrated.

Attach the limb. Sync the signal.

Superpowers, mechanical edition.

#Tesla #neuralink

China Amps Up Pressure on Japan With Export Bans $MP $UAMY $UUUU $USAR $NB $TMC

China on Tuesday said it would restrict exports to Japanese companies with ties to the defense industry, the latest escalation in Beijing’s monthslong feud with Tokyo over Taiwan.

China’s commerce ministry said in a statement that it would block the export of all “dual-use” items to 20 entities, including Mitsubishi Heavy Industries; JAXA, the Japanese space agency; and the National Defense Academy of Japan, a military training university. Dual-use products are those that have both civilian and military purposes.

China’s restrictions could include rare earths, metals that are used in devices ranging from electric vehicle motors to missile systems. During a territorial dispute in 2010, Beijing stopped the export of rare earths to Japan for a couple of months, rattling its economy.

BYD flash-charging technology allows its electric cars to gain the equivalent of 400 kilometers of range in just 5 minutes 😱

🇺🇸 Where America Really Buys From?

• Asia ≈ $1.4T (42% of total US goods imports)

• North America ≈ $918B (27%)

• Europe ≈ $840B (25%)

#China alone is $308B
#Mexico $535B and #Canada $383B

But If trade tensions rise again, the impact will not be isolated.

It will ripple across Asia 1st.
Then North America.
Then Europe.

#Trade #tariff

The AI Supply Chain

Israeli Broadcasting Authority reports that 12 American F-22 fighter jets have landed in Israel, marking the first time the U.S. has deployed F-22 Raptors to the country.

All signs point to Iran having a new Chemical Weapon derived from pharmaceuticals.

What's even worse, it looks like Iran has the warheads capable of carrying this new chemical weapon on Iranian Ballistic Missiles.