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.

$OKLO $SMR $LEU $UEC | The DOE sets an April 1 deadline for states to apply for "Nuclear Lifecycle Innovation Campuses".

South Carolina leads the race with new legislation, as the DOE prioritizes "all in one" hubs that link fuel recycling directly to AI data centers.

Centrus Energy $LEU starts construction on its 150,000 square foot Piketon facility to scale U.S. uranium enrichment.

Backed by a $1B DOE award and 12 metric ton #HALEU target, Centrus targets $425M to $475M in 2026 revenue to lead the $8B market.

Energy Fuels $UUUU and ASM revise terms for their A447M merger to include a special A$0.13 cash dividend per share.

The deal creates a Western mine to metal leader, combining Utah oxide production with ASM’s metals plants by late June 2026.

$MP $UUUU $USAR $LAC $CRML | U.S. and Chinese negotiators meet in Paris this weekend to finalize deliverables for the March 31 summit.

Key talks focus on a potential 500 jet Boeing order and a 20M metric ton soybean deal as both sides navigate new tariff legalities.

$MBLY $PONY $SERV $RR | China scales "robot boot camps" to solve the Embodied AI data shortage.

Labs in Shanghai and Beijing employ cyber laborers to generate 6M data points annually, training the "cerebellum" of humanoids for tasks that LLMs cannot learn from text.

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

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

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

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

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

#WTI/USDT H1 #Indicator #Signal #Trading #GlobalOneAI

#WTI/USDT M15 #Indicator #Signal #Trading #GlobalOneAI

MicroLED is starting to show up in places people never expected…

AI infrastructure
Data centers
Ultra-efficient optics

Major semiconductor players are investing heavily in this technology.

Meanwhile $KOPN has been quietly building MicroLED capability in the U.S.

Watching closely 👀

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

Defense technology is entering a new era.

Vision systems, drones, and autonomous platforms are converging.

The ecosystem forming around this transformation includes:

• $KOPN
• $THEON
• $ONDS
• $UMAC

The future of warfare is built on vision + autonomy.

The future battlefield is a sensor and vision ecosystem.

• Microdisplay vision systems
• Soldier optronics
• ISR drones
• Autonomous platforms

Perception = power.

$KOPN $THEON $ONDS $UMAC

Defense spending is increasingly focused on ISR, autonomy, and advanced vision systems.

Ecosystem positioning:
$KOPN — Microdisplay semiconductor platform
$ONDS — Drone ISR systems
$UMAC — Drone hardware ecosystem
$THEON — Soldier optronics

Vision tech is becoming mission-critical infrastructure.

🚨 Shipping Is Now a Frontline Target in the Iran War

Since Feb 28, the conflict has increasingly spread to commercial shipping in and around the Strait of Hormuz.

• At least 16 merchant vessels attacked
• 8 seafarers killed
• 1 crew member still missing

The targets include oil tankers, bulk carriers, and container ships moving through the Persian Gulf and Gulf of Oman.

#oott #Iran