Western intelligence sources say Russia has shared advanced drone tactics it developed in the Ukraine war with Iran, helping Tehran improve its ability to strike U.S. and Gulf targets.

$RKLB - Deutsche Bank sees Rocket Lab’s revenues doubling over the next 3 years to over $1.2B by 2028 while going EBITDA positive next year!

“Being the most valuable public new space company means expectations are high.While another Neutron delay was largely expected, we do think the length was somewhat longer than hoped for and we would not be surprised to see it slip into early 2027. Ultimately, we do think the program will be successful given management's track record and investors will have patience. Outside of Neutron, both Electron and the Space Systems business (especially on the government side) continue performing exceptionally well. And then looking beyond, we think Rocket Lab is well positioned to be a provider of space data center infrastructure should demand come through. Raise price target to $73; maintain Buy”

$KRKNF $PNG.V: 🚨🔥We've made it Krakheads!

BLOOMBERG SQUAWK just highlighted Kraken Robotics "microcap" trading higher on Straight of Hormuz Iranian mining threat. Every Bloomberg terminal just got an intro to Kraken!

$RKLB

"According to [Rheinmetall CEO] Papperger, Rheinmetall has not submitted a bid for Mynaric, a company specializing in laser communication, which is to be sold to the USA. However, the technology provided by Mynaric can still be used, Papperger added."

🚨🇺🇸🇮🇷 CENTCOM Commander:

The U.S. is using advanced AI tools in the Iran war to turn targeting decisions that used to take hours or days into seconds.

Humans still make the final call on what to shoot.

$KRKNF $PNG.V:🦑Kraken + Coveyla = Full Stack Solutions for Mine Countermeasure Operations

Kraken KATFISH
Sonardyne Solstice mine-hunting sonar
EIVA’s ScanFish 3D
SPRINT INS
NaviSuite Kuda

“The ability to stream live, high-resolution seafloor data to analysts and mine warfare officers in real-time, from both manned and unmanned platforms, is a critical enabler for modern navies,” said David Shea, Executive Vice President and CTO of Kraken.

🦑Kraken Robotics + Coveyla Combined Mine Countermeasures Capabilities

IRGC releases new propaganda photos showing their leadership bravely defending the homeland from inside a fortified stronghold, striking fear among its adversaries.

$LUNR $RDW $VOYG $RKLB | Shanghai’s SpaceSail seeks fresh funding to scale its "Qianfan" constellation, a direct rival to Starlink.

With 108 satellites in orbit and a new Brazil license, the firm is raising capital to fund a 15,000 satellite global rollout by 2030.

Canaccord Genuity lowers $AVAV AeroVironment price target to $300 from $330 but maintains a Buy rating.

Despite a $151M impairment from the terminated Space Force SCAR contract, analysts see value in AeroVironment’s record $1.1B defense backlog.

🚨 WOW! The United States has now sunk over 60 IRANIAN SHIPS, and hit more than 5,500 Iranian regime targets

Iran's neighbors are TURNING on the regime and taking President Trump's side.

The clear military objectives laid out by Trump and Hegseth are being met 🇺🇸

𝗧𝗵𝗲 𝗙𝗶𝘃𝗲 𝗟𝗮𝘆𝗲𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗜 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻

Layer 1: Energy
$UEC $BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $LEU $CEG

Layer 2: Chips
$NVDA $TSM $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR

Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $GLXY $ORCL $AMZN $GOOGL $VRT

Layer 4: Models
$GOOGL $META $NVDA $AMZN

Layer 5: Applications
$PLTR $DOCN $SNOW $PATH $NET $FSLY $PEGA $GOOGL $IDCC

$ONDS just acquired BIRD Aerosystems.

Look at what they actually bought:

LASER Countermeasure Systems (DIRCM)

Directional Infrared Countermeasures.

Laser-based. Deployed on 700+ aircraft across 40+ platforms.

U.S. Army. NATO. United Nations aviation fleets.

This isn’t a laser startup with a PowerPoint.

This is combat-proven laser technology already flying in the field.

Advanced Laser Countermeasure systems designed to defeat incoming missile threats in real-time.

This isn’t conceptual. It’s combat-proven.

What Trump said 2 days ago:

“The laser technology that we have now is incredible. It’s coming out pretty soon. Where literally lasers will do the work of, at a lot less cost, what the Patriots are doing.”

Trump just publicly told you where defense spending is going.

The U.S. military is going all-in on directed energy.

$ONDS just acquired the company that already has it deployed.

$ONDS now sits at the intersection of:
> Autonomous drone systems
> Counter-UAS platforms
> Airborne missile protection
> Combat-proven laser countermeasures

While defense investors pile into laser pure-plays, $ONDS quietly just became one.

⚡️JUST IN: $ONDS acquires Bird Aerosystems.

Acquisition adds advanced sensing, mitigation, and mission command-and-control technologies to Ondas’ platform, supporting counter-UAS operations, border protection, maritime surveillance, and airspace monitoring missions.

$NVDA just dropped $2 BILLION into $NBIS.

Let that sink in.

Jensen Huang doesn’t write $2B checks for fun.

Here’s what this actually means:

This isn’t a partnership announcement. This is NVIDIA picking their preferred AI cloud provider for the agentic era.

The terms are staggering:
> $2B NVIDIA investment into $NBIS
> Early access to Rubin architecture
> Joint AI factory design + deployment support
> 5+ GIGAWATTS of capacity by end of 2030

5 gigawatts.

For context, $NBIS already had 2.5 GW contracted for 2026.

They just got the roadmap to DOUBLE that again by 2030.

NVIDIA just killed the bear case narrative permanently.

$NBIS isn’t renting GPUs. They’re building the reference architecture for how AI clouds should be built, silicon to software, factory to inference stack.

And NVIDIA is co-engineering it with them.

Think about what early Rubin access means:

> $NBIS deploys next-gen compute BEFORE hyperscalers
> Customers get inference performance nobody else can offer
> The moat widens every generation

The valuation math still works at any price:

2026 ARR: $7-9B (contracted)
2027 revenue: $9B (analyst consensus)
Cash: $4.79B (fully funded)
Backlog: $20B+

And now:

NVIDIA as a $2B strategic investor with aligned incentives to make $NBIS succeed.

The market is still pricing this like a spec play.

It’s not. It’s the infrastructure backbone of the AI cloud, with the chip monopolist as your partner.

$NVDA picked their horse.

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

Best drill baby drill of all time. 😎

Future LEADER Stocks 🔥

$INFQ
Develops scalable quantum computers and ultra-precise quantum sensors based on neutral-atom technology, enabling breakthroughs in fields such as AI, navigation, defense, and energy.

$VELO
Builds advanced metal 3D printing systems that enable the production of extremely complex, performance-critical components for aerospace, defense, and energy applications.

$HGRAF
Produces ultra-high-purity graphene, an exceptionally strong and conductive nanomaterial that has the potential to revolutionize batteries, electronics, composites, and numerous other industries.