🇨🇭 Global One SI - Prompt
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…
ORBITAL COMPUTE SUPPLY CHAIN - MACH33
Look for $RDW, $RKLB & $PL 👀
Look for $RDW, $RKLB & $PL 👀
🇨🇭 Global One SI - Prompt
$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.
$FLY
Investors are enjoying this big milestone for Firefly Alpha rocket.
Onward to Alpha Block II 🚀
Investors are enjoying this big milestone for Firefly Alpha rocket.
Onward to Alpha Block II 🚀
🇨🇭 Global One SI - Prompt
$VELO/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$VELO: Let’s take a step back….
Back in December they land a $32.6M DoW contract through DIU’s Project FORGE. Munitions program, full-rate production.
January they sign a CRADA with U.S. Army DEVCOM GVSC for 3D printing solutions on ground combat vehicles.
Same month they hire an Air Force vet with Huntington Ingalls, BAE, and Lockheed on his resume as the new Head of Programs.
February they become the first qualified AM vendor for U.S. Army ground vehicles.
Then a $11.5M full rate production contract drops from a key defense prime. The day after, Anduril puts out their own PR on winning a rocket motor contract. The CEO had already said publicly they were bidding on DoW contracts together.
Then they bring on a senior aerospace engineer from NAVAIR with 10 years at Fleet Readiness Center East working on V-22 rotor systems and warfighter support.
Then the CEO goes and personally acquires $5M of company debt and converts it to equity at $16.38 a share (a significant premium to market price). Total company debt is now down 60% to $10M. And last month the board adjusts his comp structure vesting schedule at valuation milestones of $1B, $3B, $5B and $10B. He literally tied his own payday to a 10x and then bought in at a premium on top of it.
Now it’s March and the Pentagon is requesting a $50B supplemental budget after Iran strikes burned through munitions stockpiles. Lockheed and Raytheon are already Velo3D customers.
Oh and SpaceX is their biggest commercial customer. The same SpaceX that’s reportedly gearing up for what could be the largest IPO in history. When SpaceX goes public every institutional eye on the planet is going to be scanning their supply chain and vendor relationships. Velo3D is going to be in that conversation whether people are ready for it or not.
The pieces have been falling into place for three months straight. You just need to connects the dots.
Back in December they land a $32.6M DoW contract through DIU’s Project FORGE. Munitions program, full-rate production.
January they sign a CRADA with U.S. Army DEVCOM GVSC for 3D printing solutions on ground combat vehicles.
Same month they hire an Air Force vet with Huntington Ingalls, BAE, and Lockheed on his resume as the new Head of Programs.
February they become the first qualified AM vendor for U.S. Army ground vehicles.
Then a $11.5M full rate production contract drops from a key defense prime. The day after, Anduril puts out their own PR on winning a rocket motor contract. The CEO had already said publicly they were bidding on DoW contracts together.
Then they bring on a senior aerospace engineer from NAVAIR with 10 years at Fleet Readiness Center East working on V-22 rotor systems and warfighter support.
Then the CEO goes and personally acquires $5M of company debt and converts it to equity at $16.38 a share (a significant premium to market price). Total company debt is now down 60% to $10M. And last month the board adjusts his comp structure vesting schedule at valuation milestones of $1B, $3B, $5B and $10B. He literally tied his own payday to a 10x and then bought in at a premium on top of it.
Now it’s March and the Pentagon is requesting a $50B supplemental budget after Iran strikes burned through munitions stockpiles. Lockheed and Raytheon are already Velo3D customers.
Oh and SpaceX is their biggest commercial customer. The same SpaceX that’s reportedly gearing up for what could be the largest IPO in history. When SpaceX goes public every institutional eye on the planet is going to be scanning their supply chain and vendor relationships. Velo3D is going to be in that conversation whether people are ready for it or not.
The pieces have been falling into place for three months straight. You just need to connects the dots.
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🚨 JUST IN: Trump NASA Administrator Jared Isaacman just confirmed that America's space assets are SURGING our edge over the Iranian regime
Many Democrats INSISTED the Space Force was "useless." Guess not 🇺🇸
"Space is the the ultimate high ground! [...] The assets we have in space, the satellites that are there for observation, for communication, I mean these are the capabilities that are identifying the rocket launches, that are communicating to our forces, and give America an EXTREME edge in this conflict!" 🔥
Many Democrats INSISTED the Space Force was "useless." Guess not 🇺🇸
"Space is the the ultimate high ground! [...] The assets we have in space, the satellites that are there for observation, for communication, I mean these are the capabilities that are identifying the rocket launches, that are communicating to our forces, and give America an EXTREME edge in this conflict!" 🔥
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
What happens to oil prices depends on how long the Strait of Hormuz disruption lasts.
Bloomberg estimates:
• 1 month: $105 per barrel
• 2 months: $140
• 3 months: $165
⏳ The longer the chokepoint stays disrupted.
🛢️ The higher oil prices go.
Bloomberg estimates:
• 1 month: $105 per barrel
• 2 months: $140
• 3 months: $165
⏳ The longer the chokepoint stays disrupted.
🛢️ The higher oil prices go.
Three monopolies the market is still sleeping on 🔥
$AXTI – Critical compound semiconductor substrates (GaAs, InP). Few global producers, high technical barriers, and increasing demand from photonics, AI infrastructure, and 5G.
$SOI – Dominant supplier of SOI wafers used in RF chips and advanced semiconductor applications. Structural demand from smartphones, automotive electronics, and edge computing.
$HGRAF – Produces ultrapure graphene via detonation synthesis. Unique production method, high purity levels, and potential applications across batteries, composites, and advanced materials.
Different industries, same theme:
deep-tech materials with extremely high barriers to entry.
The market tends to underestimate businesses that sit at the very beginning of the value chain.
$AXTI – Critical compound semiconductor substrates (GaAs, InP). Few global producers, high technical barriers, and increasing demand from photonics, AI infrastructure, and 5G.
$SOI – Dominant supplier of SOI wafers used in RF chips and advanced semiconductor applications. Structural demand from smartphones, automotive electronics, and edge computing.
$HGRAF – Produces ultrapure graphene via detonation synthesis. Unique production method, high purity levels, and potential applications across batteries, composites, and advanced materials.
Different industries, same theme:
deep-tech materials with extremely high barriers to entry.
The market tends to underestimate businesses that sit at the very beginning of the value chain.
🇨🇭 Global One SI - Prompt
🚨Watch this carefully. I GIVE UP… That drone above them is an Israeli eye in the sky… and those men on the ground know exactly what it means. The video circulating shows IRGC missile launcher operators near Iran’s western border raising their hands while…
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Watch the smoke rising over Ahvaz.
That is not a civilian neighborhood.
That smoke is coming from facilities belonging to the IRGC and the Basij… the very forces used by the Iranian regime to terrorize its own population and export violence across the Middle East.
Their state police headquarters… are gone.
These are the same organizations responsible for funding Hezbollah… arming militias in Iraq… launching missiles at Israel… and targeting American troops for decades.
When those bases burn, it means something very specific.
Missile depots… drone facilities… command centers… and repression infrastructure used to crush the Iranian people are being dismantled.
The regime calls them “security forces.”
But the world knows exactly what they are.
The Basij are the street enforcers who beat protesters.
The IRGC runs the missile program, the drone fleets, and the foreign terror networks.
When you see smoke like this over Ahvaz… it means the machinery of that regime is being hit where it hurts.
And every destroyed launcher… every burned depot… every shattered command site means fewer missiles pointed at civilians in Israel and fewer weapons flowing to terrorist proxies across the region.
Authoritarian regimes build their power on fear.
When their infrastructure starts burning…
The fear begins to shift.
#SilentMajoritySpeaks
#AStoneGroove
That is not a civilian neighborhood.
That smoke is coming from facilities belonging to the IRGC and the Basij… the very forces used by the Iranian regime to terrorize its own population and export violence across the Middle East.
Their state police headquarters… are gone.
These are the same organizations responsible for funding Hezbollah… arming militias in Iraq… launching missiles at Israel… and targeting American troops for decades.
When those bases burn, it means something very specific.
Missile depots… drone facilities… command centers… and repression infrastructure used to crush the Iranian people are being dismantled.
The regime calls them “security forces.”
But the world knows exactly what they are.
The Basij are the street enforcers who beat protesters.
The IRGC runs the missile program, the drone fleets, and the foreign terror networks.
When you see smoke like this over Ahvaz… it means the machinery of that regime is being hit where it hurts.
And every destroyed launcher… every burned depot… every shattered command site means fewer missiles pointed at civilians in Israel and fewer weapons flowing to terrorist proxies across the region.
Authoritarian regimes build their power on fear.
When their infrastructure starts burning…
The fear begins to shift.
#SilentMajoritySpeaks
#AStoneGroove
🔥1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
"The United States is the largest Oil Producer in the World, by far, so when oil prices go up, we make a lot of money. BUT, of far greater interest and importance to me, as President, is stoping an evil Empire, Iran, from having Nuclear Weapons, and destroying the Middle East and, indeed, the World." - President Donald J. Trump 🇺🇸
🇨🇭 Global One SI - Prompt
🚨SOUTH AMERICA STRIKE: U.S. military just hit a narco terrorist network hard in a joint op with Ecuador. U.S. Southern Command confirmed the targeted strike taking out threats tied to cartels and terror financing. At Ecuador’s request, America delivered.
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🚨 BREAKING: President Trump just got Ecuador to CUT OFF Cuba, big-time
The FBI has now OPENED its first office in Ecuador after the country kicked Cuban officials out of the country
Trump and Kash Patel's FBI will now use the office to GO AFTER CARTELS and drug trafficking 🔥
This is huge! This is OUR HEMISPHERE, the communists influences are being obliterated and the cartels are on notice.
The FBI has now OPENED its first office in Ecuador after the country kicked Cuban officials out of the country
Trump and Kash Patel's FBI will now use the office to GO AFTER CARTELS and drug trafficking 🔥
This is huge! This is OUR HEMISPHERE, the communists influences are being obliterated and the cartels are on notice.
🇨🇭 Global One SI - Prompt
🚨 JUST IN: Trump NASA Administrator Jared Isaacman just confirmed that America's space assets are SURGING our edge over the Iranian regime Many Democrats INSISTED the Space Force was "useless." Guess not 🇺🇸 "Space is the the ultimate high ground! [...] The…
Space providing "extreme edge" in operation Epic Fury.
We are so early.
We are so early.
🗿1
🇨🇭 Global One SI - Prompt
$KRMN/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$KRMN
Karman announced a transition in leadership to drive its next phase of growth, with Jon Rambeau assuming the CEO position effective March 23, 2026.
He has held C-suite and senior executive roles with two of the world’s top defense contractors, most recently as president of the $8 billion Communications & Spectrum Dominance segment for L3Harris Technologies.
In this role, he led an extensive portfolio that included electronic warfare, advanced communications, threat sensing and targeting, and integrated vision systems.
Karman announced a transition in leadership to drive its next phase of growth, with Jon Rambeau assuming the CEO position effective March 23, 2026.
He has held C-suite and senior executive roles with two of the world’s top defense contractors, most recently as president of the $8 billion Communications & Spectrum Dominance segment for L3Harris Technologies.
In this role, he led an extensive portfolio that included electronic warfare, advanced communications, threat sensing and targeting, and integrated vision systems.
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BREAKING: CENTCOM announces 6,000 THOUSAND Iranian targets struck, over 60 ships and over 30 minelayers destroyed by the US military
Trump and SecWar Hegseth are going ALL THE WAY right now.
Iran keeps bluffing as their regime is eviscerated in real-time 🔥🇺🇸
Trump and SecWar Hegseth are going ALL THE WAY right now.
Iran keeps bluffing as their regime is eviscerated in real-time 🔥🇺🇸
$ZENA 🔥 $ONDS $RCAT $SPAI
• AI drones + proprietary quantum navigation for GPS-denied war zones – perfect for jammed battlefields where regular GPS fails. ZENA just kicked off defense-focused quantum nav development to keep drones flying in contested environments.
• 5-qubit quantum prototype on track for 2026 – powering defense, homeland security, and massive drone swarm data crunching. Their own hardware platform targets real-time intel for US military/gov apps.
• Blue UAS / Green UAS push heating up big time: Green UAS apps started for ZenaDrone 1000, Congressional meetings in DC (March 2026) to lock in US defense procurement, NDAA-compliant manufacturing, and alignment for Blue UAS listing – unlocking DoD contracts.
• Massive DaaS acquisitions: Crushed it with 20 global buys in 2025 (won “Most Prolific Acquirer” award Feb 2026), including 18 US firms – building a huge network for drone services in surveying, inspections, wildfire management, and more.
• AI drones + proprietary quantum navigation for GPS-denied war zones – perfect for jammed battlefields where regular GPS fails. ZENA just kicked off defense-focused quantum nav development to keep drones flying in contested environments.
• 5-qubit quantum prototype on track for 2026 – powering defense, homeland security, and massive drone swarm data crunching. Their own hardware platform targets real-time intel for US military/gov apps.
• Blue UAS / Green UAS push heating up big time: Green UAS apps started for ZenaDrone 1000, Congressional meetings in DC (March 2026) to lock in US defense procurement, NDAA-compliant manufacturing, and alignment for Blue UAS listing – unlocking DoD contracts.
• Massive DaaS acquisitions: Crushed it with 20 global buys in 2025 (won “Most Prolific Acquirer” award Feb 2026), including 18 US firms – building a huge network for drone services in surveying, inspections, wildfire management, and more.