🦑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.

🚨Elon Musk has confirmed that 𝕏 Money, the payment service integrated with X, will launch in early access next month.

The beta version promises up to 6% interest on deposited funds, 3% cashback, and bank guarantees of up to $250,000.

🇺🇸 🇮🇷 Before a single U.S. fighter enters Iranian airspace, this small jet goes in first.

The EA-18G Growler is the tip of the spear.

It can overwhelm enemy radar with spot jamming, project a digital clone of itself to trick missiles into chasing a ghost, or beam entire fleets of fake jets onto enemy screens.