Archer $ACHR files a federal counterclaim and ITC complaint against $JOBY Joby, alleging unfair competition and 5 patent infringements.

Archer claims Joby hid Chinese supply ties and mislabeled aircraft parts as consumer goods to evade tariffs.

Mizuho reiterates an Outperform on Micron $MU with a $480 price target ahead of March 18 earnings.

Driven by AI demand and tightening supply, analysts expect double digit ASP growth in DRAM and NAND to fuel a potential beat for the May quarter.

Rubrik $RBRK targets fiscal 2027 revenue of $1.6B to $1.61B, beating the $1.57B consensus.

For Q1, Rubrik expects revenue of $368M to $372M with subscription ARR reaching $1.51B as AI native security demand scales across enterprise environments.

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

Rubrik $RBRK reports Q4 revenue of $377.7M, up 46% YoY, and a record $1.46B in subscription ARR.

With the launch of Rubrik Agent Cloud for Amazon and Microsoft AI agents, the firm is pivoting to become "mission control" for the secure AI enterprise.

🚨 🇺🇸 🇮🇱 🇮🇷 “TRUMP WANTS TO END THE WAR IN A WEEK”

"Trump wants to end the war in Iran and has given Israel one week to do so"

Source: Israel Hayom citing a senior political source from the Middle East

Trump is visiting Xi in China March 31-Apr 2.
He wants to go into those meetings with the war paused so he can negotiate.

How America is drawn into a conflict with Iran that allows Israel to become a global superpower.

Civil unrest, chaos.

Rabbi Isser Zalman Weisberg's drastic shift to a Jerusalem-centered world order by October 2027. Series of Events:

1. Political Realignment in the U.S. (2025-2026):
Donald Trump, as the "anointed non-Jewish messiah" akin to Cyrus, assumes office and enacts ultra-pro-Israel policies, including full recognition of Israeli sovereignty over the Temple Mount. This could involve U.S. military or diplomatic support to neutralize regional threats (e.g., Iran, as hinted in some prophecies). Domestically, symbolic events like the July 2024 assassination attempt are framed as divine signs of his servitude to Israel. Global powers like Iran or Arab nations collapse or submit, allowing ingathering of Jewish exiles.

2. Middle East Conflicts and Resolutions (Mid-2026):
Escalating wars (possibly Gog and Magog from Ezekiel) lead to Israel's decisive victories, clearing obstacles on the Temple Mount (e.g., dismantling Al-Aqsa Mosque via conflict or negotiation). Trump facilitates "peace deals" that enable Third Temple construction, fulfilling his role in "redeeming sins" and assisting the Jewish people. Global powers like Iran or Arab nations collapse or submit, allowing ingathering of Jewish exiles.

3. Global Crises and Awakening (Late 2026):
Economic collapses, natural disasters, or pandemics (echoing end-times plagues) erode trust in secular institutions like the UN, prompting a "spiritual awakening." Nations recognize America's "true greatness" lies in serving Israel, leading the U.S. to submit first under Trump. This mirrors Daniel's visions of falling kingdoms.

4. Temple Rebuilding and Messiah's Arrival (Early 2027):
Rapid construction of the Third Temple on the Mount, with Trump providing aid (e.g., resources or protection). The true Jewish Messiah (Moshiach ben David) reveals himself, assuming leadership in Jerusalem.

5. New World Order Establishment (By October 2027):
Dissolution of the current UN; formation of a new alliance in Jerusalem under the Messiah. All nations submit, establishing a "Jewish kingdom over mankind," with universal recognition of Torah laws and Jerusalem as the global center.

"When we become and regional superpower, and in many respects a global superpower."

Israel is just saying the quiet part out loud now aren't they?

Trump can't lose this war. If the propaganda isn't enough to get the Iranians to topple their own government, then boots on the ground are next.

Either way, soldiers will end up in Iran.

For now markets will assume this is a quick period of strikes, but if it escalates into a regional war that's when they'll panic.

For now it's "two weeks to flatten the curve."

Remember, this is the ultimate goal here. So much so, that Israeli soldiers are required to wear it on their uniforms.

Energy Fuels’ $UUUU White Mesa Mill is a unique Western asset with a 45 year regulatory moat.

As the only U.S. facility separating light and heavy REEs, it’s scaling to 6,000tpa NdPr capacity enough for 6M EVs while leading U.S. uranium production.

NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.

Photonics is the hottest theme in the market and most investors still don't understand the supply chain.

Here's the full stack mapped out:

1. Substrates & Materials: $AXTI $SOI
2. Crystal Growth / Epitaxy: $IQEPF
3. Foundry & Component Fab: $TSEM $GFS $TSM $UMC $MTSI
4. Test & Packaging: $AEHR $ONTO $FORM $FN $AMKR $POET
5. Modules & Transceivers: $AAOI $LITE $COHR $MRVL $AVGO
6. Network Infrastructure: $ANET $CIEN $VIAV $GLW
7. AI Demand: $NVDA $AMZN $GOOGL $META $MSFT $ORCL

The AI optics market is projected to grow 60% this year alone. InP substrate supply is 70% short of demand. Orders booked through 2026.

This is not a niche theme anymore. This is AI's next bottleneck.

PALANTIR $PLTR X NVIDIA $NVDA

Palantir announced today its

"sovereign AI OS reference architecture with NVIDIA, which delivers customers a turnkey AI datacenter from hardware procurement to application deployment."

▶️ Iron Beam
▶️ Iron Beam-Mobile
▶️ Lite Beam
▶️ Naval Iron Beam

Iron Beam is a 100-120 Kilowatt High Energy Laser, deployed via a 20ft container, with *advertised* capability vs UAS, mortars, rockets, artillery, and cruise missiles. It is not ballistic missile defense capable.

It is possibly in "Early Operational Capability".

Iron Beam-M(obile) is a 50-60 kW High Energy Laser (HEL), transportable via a Heavy Expanded Mobility Tactical Truck (HEMTT). Its reference threats are UAS & loitering munitions.

I would describe Iron Beam-M as being in Initial Operational Capability (more on this later).

Lite Beam is a 10 kW HEL, which can be integrated onto a pick-up truck or any number of different military vehicles. It is pictured here on a JLTV. It is capable of defeating small-UAS.

Also best described as being in Initial Operational Capability.

Rafael USA CEO BG (Ret) Michael Lurie explains that Iron Beam-M & Lite Beam were successfully deployed in combat last year, but Iron Beam was not.

Enjoy!

👇🏻 Rare footage from the giant American B-1 bomber documents its mission over Iran last Tuesday.

📌 Note the targeting and destruction of its objectives.