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$ONDS main niche is airport drone security
Their portfolio attacks this problem from all sides:
- Sentrycs: passive RF detection, drone and pilot tracking, plus cyber takeover / interception
- Insight Intelligent Sensors: AI-powered electro-optical detection, tracking, and visual threat confirmation
- Iron Drone: autonomous kinetic interception using an interceptor drone for physical neutralization
Their portfolio attacks this problem from all sides:
- Sentrycs: passive RF detection, drone and pilot tracking, plus cyber takeover / interception
- Insight Intelligent Sensors: AI-powered electro-optical detection, tracking, and visual threat confirmation
- Iron Drone: autonomous kinetic interception using an interceptor drone for physical neutralization
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
Oil has tremendous upside.
When oil moves, it does so violently.
- 1960s-1980: ~13x
- 1990s-2008: ~13x
- 2020s: a ~13x move would imply ~$245 oil
That wouldnโt even be extreme.
It would just clear the inflation-adjusted 2008 high of ~$220.
From a historical perspective, oil still offers one of the most asymmetric setups in the commodity complex.
When oil moves, it does so violently.
- 1960s-1980: ~13x
- 1990s-2008: ~13x
- 2020s: a ~13x move would imply ~$245 oil
That wouldnโt even be extreme.
It would just clear the inflation-adjusted 2008 high of ~$220.
From a historical perspective, oil still offers one of the most asymmetric setups in the commodity complex.
๐จ๐ญ Global One SI - Prompt
๐จ๐ณ ๐ฎ๐ท A Chinese professor claims that Iran doesn't need to fire a single bullet at an American soldier. It only needs to destroy one water treatment plant. The Gulf contains no natural fresh water. 60% comes from desalination. 80% of food is imported. โฆ
IN๐ฎ๐ทโ๐ง๐ญ๐ฅ Water Crisis across Middle East - A Iranian drone strikes at Bahrain that damaged Bahrainโs largest Water DESALINATION plants that provide 90% Bahraini water needs.
๐บ๐ธ๐ฎ๐ท In the first week of Operation Epic Fury alone, U.S. military equipment losses are estimated at around $3 billion
3ร AN/TPY-2 missile defense radars, one of which has been visually confirmed destroyed.
3-4 F-15E Strike Eagles (including three shot down by friendly fire from a Kuwaiti Air Force F/A-18)
4ร MQ-9 Reaper drones
Damage to a U.S. AN/FPS-132 early-warning radar owned by Qatar
These figures do not include additional equipment losses from strikes in Kuwait, Bahrain, and Qatar, where multiple SATCOM and SIGINT radomes were confirmed destroyed.
3ร AN/TPY-2 missile defense radars, one of which has been visually confirmed destroyed.
3-4 F-15E Strike Eagles (including three shot down by friendly fire from a Kuwaiti Air Force F/A-18)
4ร MQ-9 Reaper drones
Damage to a U.S. AN/FPS-132 early-warning radar owned by Qatar
These figures do not include additional equipment losses from strikes in Kuwait, Bahrain, and Qatar, where multiple SATCOM and SIGINT radomes were confirmed destroyed.
๐จ๐ญ Global One SI - Prompt
๐จ JUST IN: President Trump in Florida takes massive group photo with El Salvador President Nayib Bukele, Argentina President Javier Milei and other Latin American leaders at the SHIELD OF AMERICAS ceremony These leaders are vowing to step up targeting theโฆ
There's no way drug-trafficking presidents would go to an anti-drug summit.
โ1
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐จ๐บ๐ธ๐ฎ๐ท U.S officials are reportedly discussing a plan to seize Iranโs Kharg Island, the chokepoint responsible for roughly 90% of Iranโs oil exports.
If the proposal moves forward, the island would fall under direct U.S. military control in the next phase of the war.
And Kharg is just the opening move. Once itโs secured, the plan shifts to locking down Iranโs nuclear facilities and tightening U.S. control over the Strait of Hormuz itself, the economic jugular of the entire region.
Source: Axios
If the proposal moves forward, the island would fall under direct U.S. military control in the next phase of the war.
And Kharg is just the opening move. Once itโs secured, the plan shifts to locking down Iranโs nuclear facilities and tightening U.S. control over the Strait of Hormuz itself, the economic jugular of the entire region.
Source: Axios
๐จ๐ญ Global One SI - Prompt
The CLARITY Act is stalled because banks are blocking it โ they're protecting the correspondent banking system that currently controls every cross-border dollar transaction. That's not a coincidence. That's the toll booth they're defending. What's happeningโฆ
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๐จHUGE: President Trump announces a major #GOLD DEAL with Venezuela. ๐ป๐ช
The new financial system will be backed by GOLD and powered by CRYPTO.
The CLARITY ACT is set to reach Trumpโs desk, which makes America the crypto capital of the world! ๐บ๐ธ
The new financial system will be backed by GOLD and powered by CRYPTO.
The CLARITY ACT is set to reach Trumpโs desk, which makes America the crypto capital of the world! ๐บ๐ธ
๐ฟ1
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HUUUUUGE!! ๐ฎ
Elon Musk just loaded XMoney into beta.
"This is intended to be the place where all money is. The central source of all monetary transactions."
Your X account is becoming a wallet and X is becoming the everything app!
Elon Musk just loaded XMoney into beta.
"This is intended to be the place where all money is. The central source of all monetary transactions."
Your X account is becoming a wallet and X is becoming the everything app!
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๐จ๐ญ Global One SI - Prompt
HUUUUUGE!! ๐ฎ Elon Musk just loaded XMoney into beta. "This is intended to be the place where all money is. The central source of all monetary transactions." Your X account is becoming a wallet and X is becoming the everything app!
X Money just went live in beta and itโs gotta be the single best financial product on the market today
These numbers don't even make sense:
- 6% APY on deposits
- Insured up to $250,000 = $15,000/yr in interest, $1,250/mo when maxed
- The metal card gives 3% cashback on all purchases matching Robinhood gold
Also equipped with direct deposit support from your day job and creator payout support from your posting
Everything flows into one account.
Earning 6% APY on the way in, and 3% on the way out.
I'm not sure how sustainable this is but man is it compelling.
These numbers don't even make sense:
- 6% APY on deposits
- Insured up to $250,000 = $15,000/yr in interest, $1,250/mo when maxed
- The metal card gives 3% cashback on all purchases matching Robinhood gold
Also equipped with direct deposit support from your day job and creator payout support from your posting
Everything flows into one account.
Earning 6% APY on the way in, and 3% on the way out.
I'm not sure how sustainable this is but man is it compelling.
โ1
TOP 5 DEFENSE Stocks ๐ฅ
Ondas $ONDS
Provides autonomous drone systems, counter-UAS (counter-drone) solutions, tactical ground robotics, and private wireless networks for defense, homeland security, and critical infrastructure protection, including AI-powered aerial/ground platforms and border security systems.
Red Cat $RCAT
Develops American-made drones and robotic solutions for military and national security, including short-range reconnaissance sUAS (like Black Widow and Teal systems), hybrid VTOL platforms, uncrewed surface vessels (USVs), and attritable ISR/precision strike systems for all-domain operations.
Kraken $KRKNF
Designs and manufactures underwater robotics, synthetic aperture sonar (SAS), subsea batteries, and sensors for military and defense applications, enabling high-resolution seabed mapping, mine countermeasures, and subsea intelligence for naval and maritime security.
Amprius $AMPX
Produces high-energy-density silicon anode lithium-ion batteries for defense, aerospace, and drones, powering longer-range unmanned systems, eVTOLs, and mission-critical applications with NDAA-compliant domestic sourcing.
Velo 3D $VELO
Offers metal 3D printing technology and additive manufacturing solutions for complex, mission-critical parts in defense, aerospace, and national security programs, supporting rapid production of components for military vehicles, aircraft, and sensitive systems.
Ondas $ONDS
Provides autonomous drone systems, counter-UAS (counter-drone) solutions, tactical ground robotics, and private wireless networks for defense, homeland security, and critical infrastructure protection, including AI-powered aerial/ground platforms and border security systems.
Red Cat $RCAT
Develops American-made drones and robotic solutions for military and national security, including short-range reconnaissance sUAS (like Black Widow and Teal systems), hybrid VTOL platforms, uncrewed surface vessels (USVs), and attritable ISR/precision strike systems for all-domain operations.
Kraken $KRKNF
Designs and manufactures underwater robotics, synthetic aperture sonar (SAS), subsea batteries, and sensors for military and defense applications, enabling high-resolution seabed mapping, mine countermeasures, and subsea intelligence for naval and maritime security.
Amprius $AMPX
Produces high-energy-density silicon anode lithium-ion batteries for defense, aerospace, and drones, powering longer-range unmanned systems, eVTOLs, and mission-critical applications with NDAA-compliant domestic sourcing.
Velo 3D $VELO
Offers metal 3D printing technology and additive manufacturing solutions for complex, mission-critical parts in defense, aerospace, and national security programs, supporting rapid production of components for military vehicles, aircraft, and sensitive systems.
AI data center networking relies on multiple optics layers that enable high-speed communication between servers, switches, and racks.
Optical DSP / Retimers - $MRVL $CRDO
Optical Modules / Transceivers - $AAOI $FN
Lasers / Photonics Components - $LITE $COHR
Fiber Infrastructure / Cabling - $GLW $CLFD
Optical Test & Measurement - $VIAV
Optical DSP / Retimers - $MRVL $CRDO
Optical Modules / Transceivers - $AAOI $FN
Lasers / Photonics Components - $LITE $COHR
Fiber Infrastructure / Cabling - $GLW $CLFD
Optical Test & Measurement - $VIAV