$PLTR / $ONDS

Palantir partners with Ondas to develop and deploy a new generation of AI-enabled operational capabilities designed to scale persistent stratospheric, aerial, and land-based ISR missions.

As demand for multi-domain sensing and persistent ISR grows, scaling this unified intelligence capability requires an operational software foundation capable of coordinating increasingly complex missions.

Through this partnership, Ondas and World View will apply Palantir’s Artificial Intelligence Platform (AIP) to the production, mission planning, and edge operations that underpin these systems, helping enable a new generation of scalable, software-defined stratospheric intelligence capabilities.

$FLY: Firefly just launched “Stairway to Seven,” the 7th and final flight of Alpha Block 1 from Vandenberg Space Force Base, marking the end of the current configuration before the upgraded Block II Alpha takes over.

Stay tuned for mission progress.

Pay attention.

$ONDS just partnered with $PLTR and World View to build the next generation of multi-domain intelligence.

We’re talking:
∙ Palantir’s AIP powering autonomous mission operations
∙ Stratospheric ISR platforms + $ONDS drone systems working in unison
∙ Three programs already in development, deploying as early as Q4 2026
∙ A shift from data collection to decision-making at the edge

This isn’t a vague MOU.

Work has already begun. Integration kicks off later this year.

$ONDS is building the operational backbone for persistent stratospheric, aerial, and land-based defense missions, with Palantir’s software as the engine.

When the most commercially successful AI defense company on the planet chooses $ONDS as its partner?

That tells you something.

$ONDS still trading under $10.

Former CIA Sr. Operations Officer James Acuna just posted something that should stop every defense investor cold.

Dubai Airport. Not Kabul. Not Kyiv.

Dubai.

The drone threat isn’t theoretical anymore. It’s arrived at the most surveilled, most “protected” civilian infrastructure on earth.

And while institutions were busy commissioning another study, another committee, another delayed procurement cycle, the market has already told you exactly where to position.

The the counter-drone and autonomous systems supply chain will be one of the biggest sectors this next decade:

$ONDS — The backbone. Iron Drone Raider is a kinetic counter-UAS interceptor. This is precisely the class of system that should be deployed at every major airport globally. $170-180M 2026 guidance. 1.5B+ cash. Backlog up 180% in 60 days.

$AMPX — You can’t run persistent drone defense without persistent power. Amprius is the battery supplier solving the endurance problem for defense drones. Higher energy density = longer loiter time = actual threat coverage.

$OSS — Every autonomous intercept decision happens at the edge. One Stop Systems is the edge AI compute backbone making split-second autonomous threat identification possible. No edge compute, no autonomous counter-drone. Simple.

$KRKNF — The threat isn’t just airborne. Subsea autonomous systems are the next domain being contested. Kraken owns the battery and sonar bottleneck at 6,000 meters. The same neglect that left Dubai Airport exposed is playing out underwater right now.

Position accordingly.​

ICYMI

• U.S. preparing to release 172M barrels from the Strategic Petroleum Reserve
• Trump looking at Cold War-era authorities to expand oil production off the California coast (Bloomberg)
• WSJ: Iran exporting more oil through Hormuz than before the war
• U.S. inflation sitting around 2.4%
• Goldman Sachs ($3.5T AUM): equities could see an “extreme” rally scenario
• Trump preparing new Section 301 trade investigations that could trigger tariffs
• SEC & CFTC sign agreement to coordinate crypto regulation
• Ripple buying back $750M in shares at a $50B valuation (Bloomberg)
• FDIC Chair: stablecoins under the GENIUS Act will not qualify for deposit insurance
• Binance suing the Wall Street Journal for defamation
• U.S. Treasury expected to buy back $4B of its own debt starting March 12

⚡️Elon Musk: We are already in the phase of "explosive development" of AI technologies.

➠ Recursive self-improvement of AI is already happening. Each new model is increasingly created with the help of the previous one, and the role of people in this process is gradually decreasing.

➠ Full automation of model improvement could occur by the end of this year or next.

➠ The "explosive growth of development" has already begun. Breakthroughs in AI technologies are happening so quickly that it's already hard to keep up with them.

➠ Grok is showing strong results. According to some metrics, especially in forecasting, it is already one of the best.

➠ xAI is still lagging behind in programming, but the company is actively working on this and expects to catch up with competitors by about the middle of the year.

➠ The scale of future intelligence will be so large that it will be difficult for people to comprehend it.

➠ The global economy could grow by 10 times over 10 years, if there is no global war.

➠ AI and robots can dramatically increase the production of goods and services, which will radically boost the productivity of the economy.

➠ In the future, there could be a "Universal High Income" - people will simply be given money, as the volume of production will significantly exceed the money supply.

➠ If production grows faster than the money supply, this will lead to deflation and a decrease in the cost of living.

➠ In the long run, money could lose its significance - AI will focus on physical resources, such as energy and mass.

➠ The bulk of machine intelligence in the future may not only be on Earth, but also on the scale of the entire Solar System.

➠ In 10 years, humanity could have a base on the Moon, people will be on Mars, and a system of "electromagnetic catapults" for launching cargo into space could appear on the Moon.

➠ The production of the humanoid robot Optimus 3 is planned to start in the summer, and mass production could begin in about a year.

➠ Humanoid robots and AI technologies could give every person access to better medical care than what the richest people have today.

➠ Musk believes that the probability of a positive future is high - about 80% or even more.

Flying solo above deserted alien worlds or a Hollywood movie set?

Should the Volonaut Airbike be in the next Marvel, Mission Impossible or James Bond film?

volonaut.com

Antimony stockpiles are at their lowest since WWII.

The only sole sourced U.S. producer is ramping orders to the DLA up to $85M in FY26.

And that's JUST the ingots. 🤫

$UAMY

The US/Iran conflict started 12 days ago:

Here's how to profit if the "war" continues:

Energy:
$USO
$CVX
$XOM
$OXY

Defense & Drones:
$ONDS
$PLTR
$KTOS

Metals:
$SLV
$GLD

Uranium
$UUUU
$CCJ

Natural Gas:
$LNG

Critical Minerals & Rare Earths:
$UAMY
$MP
$USAR

Satellites & Communication:
$ASTS
$RKLB
$IRDM

Cybersecurity (basically gone straight up for last two weeks):
$PANW
$CRWD
$ZS

Information & Media (speculative/lagging):
$RDDT
$META

These themes have shown relative strength + interesting reactions over the last two weeks...watching closely for continuation.

Performance since the war started

As the U.S. accelerates the integration of eVTOLs into the national airspace with eIPP, $JOBY is prepared with a proven aircraft design and we're proud to lead a new era of Advanced Air Mobility.

The orbital compute supply chain is forming right now.

We’ve been mapping the emerging specialist ecosystem to show how orbital data centers will differ, in terms of supply, from traditional satcom. Satcom baselines optimize for RF routing, spectrum efficiency, pointing accuracy, and link availability. Orbital data centers are not primarily a signal-routing endpoint. The spacecraft is an energy conversion and heat-rejection machine wrapped around a compute payload.

The freed mass from ditching the downlink is completely reallocated to solar arrays and radiators, shifting us from an RF-routing architecture to a thermodynamic-optimised one. The triangular bottleneck in orbital compute is the three-way interdependence of solar generation, thermal rejection, and silicon efficiency: any single subsystem can only scale as far as the other two allow, so true power density gains require all three to advance in lockstep, otherwise one becomes the binding constraint.

We built a supply chain map across the full thermodynamic triad (thermal systems, power systems, compute payloads) plus bus/platform and networking & links. (Note: we explicitly exclude end-to-end operators like #SpaceX and #Starcloud_ to focus purely on the specialist enabling layers.)

Suppliers are already responding directly: #RocketLab Lab just launched advanced silicon solar arrays specifically for gigawatt-scale space-based data centers; Starpath debuted ultra-thin #StarlightSolar_ panels, #Redwire is pushing new low-mass ELSA arrays plus Q-Rad deployable radiators; Kepler, Axiom, and others are advancing optical relays and hosted compute nodes.

Talent markets confirm the shift. NVIDIA posted an “Orbital Datacenter System Architect” role. There is also SpaceX and Amazon Leo hiring, and business activity, in silicon packaging, perovskite solar, and optical ISLs.

Capital is following: we found ~$250M deployed into these enabling hardware specialists since January 2025, heavily concentrated in power generation, networking/links, and thermal management.

Reaching target 100 kW/ton power densities will still require major advances in solar arrays and radiator performance, creating narrow but high-conviction white space even as consolidation risks rise.

We imagine a web of specialist suppliers solving narrow thermodynamic problems, working alongside traditional space firms extending flight heritage and compute giants feeding silicon into orbit; though significant consolidation and acquisitions are likely in the next 24-36 months as scale and vertical integration pressures intensify.

$UBER Uber, Wayve and Nissan are partnering to launch robotaxis using Nissan LEAF vehicles with Wayve’s AI driver on the Uber platform 🚖🤖

Pilot testing is planned in Tokyo in late 2026 as part of a broader rollout to 10+ global cities 🗼🌎

Thursday, Mar 12 2026, 12:00 UTC time

📋 Global Risk Sentiment & Oil
✅ Brent tops $100 as Iran war risks curb supply; oil surge fuels global inflation fears, pressuring equities across Europe, UK, Australia and Canada and lifting safe-haven flows. 

🔖 Equities
📌 European & UK stocks slip as oil rally lifts yields and inflation concerns; French and UK shares extend declines, housebuilders and airlines (IAG, EasyJet) hit by jet-fuel rally. 
📋 Asia-Pacific
✅ Australian & New Zealand shares trade lower; Australia sees inflation expectations near 3-year highs and central bank signals point to a possible rate hike. NZD and KOR won weaken amid risk-off. 
🔖 Latin America
📌 Brazil: Ibovespa extends losses for a third session amid global risk-off.

📋 Fixed Income & Central Banks
✅ US 10Y yield edges higher on inflation risks; German bund, French and Italian 10Y yields rise (German bund at 2023 high; Italy >3.7%). UK 10Y gilt hits five-month high. 
🔖 Central bank policy moves
📌 Turkey halts rate cuts / holds policy at 37% as Iran war risks threaten inflation; BOE likely to delay cuts rather than scrap them; markets flag potential hawkish tilt for central banks amid Mideast conflict.

📋 FX
✅ Dollar firms near 2026 highs on oil-driven inflation fears; euro weakens to three-month low; offshore yuan falls; Japanese bond outflows and yen weakness pressured by inflation worries; South Korean won slides further; Turkish lira near record lows despite hold. 
🔖 Major FX flows
📌 USD/INR notable as rupee crashes to record lows; CAD and AUD impacted by commodity moves and risk sentiment.

📋 Commodities & Precious Metals
✅ Gold and silver fall as dollar strength and oil surge complicate safe-haven demand; copper down on strong dollar. Crypto: Bitcoin struggles under $70k; ETH bearish risk toward $1,500 discussed.

🔖 Trade, Energy & Russia
📌 IEA: Russia’s oil and fuel exports and revenues at lowest since Ukraine war start; Iran-related disruptions cited. EU natural gas extends gains. TSX futures dip as Mideast tensions push oil higher.

📋 Corporate & Regional Highlights
✅ BMW CFO flags tariffs, currency and China market hits; Webuild reports large 2025 order book with half outside Italy; DSM-Firmenich warns of cautious demand and FX headwinds; Swiss Life posts CHF1.22B cash remittance for 2025. 
🔖 Markets Reaction
📌 Foreign outflows from Japanese bonds hit 2.5-month high; foreign stocks reeling from Iran war but some see buy-the-dip opportunities.

📋 Eurozone / EM Data
✅ Euro-area yields and trade data mixed: Portugal, Romania, Czech Republic, Sweden, Finland show varied trade/inflation prints; Estonia, Latvia, Bulgaria note trade shifts. India 10Y yield up on oil spike.

📌 Bottom line for traders
✅ Key themes: oil-driven inflation risk → higher yields → stronger USD → equity pressure globally; watch central bank commentary (BOE, RBA, Turkey), US yields, oil flow headlines (Iran) and FX moves (EUR, JPY, CNY, TRY, INR).

Fertilizer Stocks – A New Trade Emerging
$CF $NTR $MOS

As tensions around the Strait of Hormuz worsen, investors should start watching fertilizer stocks closely.

Why this matters -

The Middle East is a major exporter of fertilizer inputs like urea, ammonia, and sulfur, and disruptions in shipping through Hormuz can tighten global supply. Nearly one-third of global fertilizer trade moves through this route, so any escalation can quickly push prices higher.

Fertilizer prices are already reacting — nitrogen prices have jumped ~30% since the conflict began, and fertilizer companies have started outperforming the market.

Potential plays to watch

$CF – nitrogen & ammonia producer, one of the biggest beneficiaries of rising fertilizer prices
$NTR – world’s largest potash producer based in Canada
$MOS – major potash & phosphate supplier
$IPI – pure potash exposure
$LXU – nitrogen fertilizer and ammonia products

Market theme:
If the Hormuz situation escalates, we could see a second commodity trade after oil — fertilizer.

Energy → Fertilizer → Food inflation.

Definitely a sector to keep on the radar.

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

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

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