ImmunityBio $IBRX completes NK cell manufacturing programs, yielding 5B cells per apheresis for 10 therapeutic doses in 12 days.

Combined with ANKTIVA, the platform shows zero Grade 4 or 5 SAEs and potent tumor reduction in solid tumor trials.

$LMT $KTOS $UMAC $ONDS | Pentagon is building a 30 person "Economic Defense Unit" of bankers from Goldman, Morgan Stanley, JPMorgan, and BofA.

The team will funnel $200B into defense deals over 3 years, using Wall Street expertise to secure supply chains and counter China.

$OKLO $LEU $SMR | U.S. Nuclear Dominance advances as microreactors provide 20 years of power without refueling.

Utilizing advanced technology to burn recycled waste can power the nation for 150 years, turning a massive liability into a $1T domestic energy asset.

Here's where that money is going.

$RKLB / $ASTS / $VOYG / $RDW / $PL

Drones, Warfighter enablement, Dual-Use Tech, R&D, Satellites & Space, Spectrum & Future-G, Telecom, Aerospace...

Significant capital inflows on the horizon!

$RKLB / $VOYG

The government is set to tell the United States that Japan is willing to take part in Washington’s “Golden Dome” next-generation missile defense system, The Yomiuri Shimbun has learned.

$RDW: A fully functional quantum-secured satellite communication systems by mid-2026.

During our discussion yesterday, Peter Cannito, Chairman and CEO of Redwire, highlighted QKDSat as one of the most exciting international opportunities for Redwire.

It got me digging more into the mission, and I came across a Honeywell announcement from September 2025 titled:

"Honeywell And Redwire Advance Collaboration On Quantum-Secured Communications For Civil And Defense Customers"

In it, they mention a fully functional payload and platform by mid-2026.

That's coming fast...

Cantor Fitzgerald maintains Overweight on Rocket Lab $RKLB with an $85 price target.

Analysts highlight a 30 launch cadence for Electron and accelerating SDA satellite awards as Rocket Lab nears its 2027 Neutron debut with a record $1.2B backlog.

🚨 HOLY CRAP. SecWar Pete Hegseth is beating Iran while they're DOWN

"Iran's leadership — desperate in hiding, they've gone underground cowering. THAT'S WHAT RATS DO." 🔥

"We know the new so-called not-so-supreme leader is wounded and likely disfigured."

"He put out a statement yesterday, a weak one, actually, but there was no voice and there was no video. It was a written statement."

"He called for unity. Apparently, killing tens of thousands of protesters is his kind of unity!"

"Iran has plenty of cameras and plenty of voice recorders. Why a written statement? I think you know why."

"His father, dead. He's scared, he's injured, he's on the run, and he lacks legitimacy."

"It's a mess for them. Who's in charge? Iran may not even know. With every passing hour, we know, and we know they know, that the military capabilities of their evil regime are crumbling."

$ASML ASML is entering the advanced chip packaging market with hybrid bonding systems using MagLEV technology — targeting the fast-growing 3D chip stacking market 🚀