Ondas $ONDS preannounces record Q4 revenue of $29.1M–$30.1M, beating its raised guidance.

Reiterating a $170M–$180M outlook for 2026, the drone leader is leveraging a $1.5B cash pile to scale production for global defense and border security.

Tic tac tic tac tic tac

Starlink V2 coming for global 5G speeds.

150 Mbps. Regular LTE phones. No mods.

100x data density. Polar coverage next.

Dead zones running thin.

Starlink V2 will only work for new phones sold in 2027 and later with the new chipsets.

ICYMI

• G7 discussing a coordinated emergency oil reserve release with the IEA (FT)
• White House official says the U.S. could seize “all the oil” from Iran
• Treasury Sec. Bessent says U.S. may lift sanctions on Russian oil
• U.S. gas prices rise to $3.45, highest since Sept 2024
• Trump says oil prices will drop rapidly once the Iran nuclear threat is eliminated
• U.S. Treasury says crypto mixers can have legitimate privacy uses
• Ex-CFTC Chair Giancarlo says banks need crypto regulatory clarity
• Michael Saylor hints at buying more Bitcoin
• Kalshi partners with Brazil’s XP Inc. for its first international expansion
• Coinbase CEO Brian Armstrong says crypto could unlock global startup funding
• OpenAI hardware lead Caitlin Kalinowski resigns over Pentagon deal concerns

When the world panics.
Someone is getting paid.

🚨STRATEGY BUYS $1.23 BILLION IN #BITCOIN

Strategy purchased $1.23B worth of BTC at an average price of $70,940, bringing its total holdings to 738,731 BTC.

President Trump says "ONLY FOOLS" are panicking about oil prices spiking in the short-term
"Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a very small price to pay for U.S.A., and World, Safety and Peace. ONLY FOOLS WOULD THINK DIFFERENTLY!"

Xenon $XENE reported positive Phase 3 X-TOLE2 data for azetukalner in focal onset seizures, meeting its primary endpoint with a -53.2% median seizure reduction.

With a Q3 2026 NDA filing planned, it aims to be the first KV7 opener for epilepsy.

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

Dianthus $DNTH announced an early Phase 3 GO decision for claseprubart in CIDP.

After Part A met its 50% responder target early with no serious adverse events, the company is streamlining the trial to accelerate its path to a potential 2027 launch.

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

Applied Optoelectronics $AAOI landed a $200M volume order for 1.6T transceivers from a major hyperscaler.

The firm is scaling production in Texas and Taiwan, targeting 500,000 units monthly for 800G and 1.6T by end of 2026.

$VOYG: INVESTING IN LUNAR HABITAT

Voyager announced a multi-million-dollar strategic investment in Max Space to advance the development of next-generation expandable space habitats supporting sustained lunar operations and future deep-space missions.

"Expanding human presence beyond low-Earth orbit requires infrastructure that is scalable, resilient, and purpose-built for permanence" said Dylan Taylor, chairman and CEO of Voyager.

This initiative directly supports NASA’s historical Artemis Program and aligns precisely with Administrator Isaacman’s announcement to be on the Moon to stay by 2028.

XPeng $XPEV to launch a full rollout of its 2nd gen VLA 2.0 autonomous system in late March.

This "physical AI" model offers 12x faster inference and human like driving, with Volkswagen set as the first external partner for the L4-ready tech.

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

Ondas $ONDS to merge with Mistral Inc., gaining direct prime contractor access to $1B in U.S. Army and SOCOM contract vehicles.

The deal adds U.S. manufacturing and decades of DoD expertise to scale Ondas’s autonomous defense systems globally.

Plumbers and electricians watching AI take every job

The Gains protein sheikhs keep cooking

Now drilling for oil at up to 150x