🇺🇸 "Air Superiority 2030" is the US Air Force's plan to stay untouchable in the skies for the next decade.

Key goals:
- Build a next-gen fighter (NGAD) to replace the F-22
- Massive drone swarms (CCA – Collaborative Combat Aircraft) flying alongside manned jets
- Hypersonic weapons, laser defenses, space-based sensors, AI-driven battle management
- Counter China’s growing air & missile forces in the Pacific

In simple terms: America wants to make sure no one can challenge US jets over any battlefield by 2030 especially in a Taiwan or South China Sea scenario.

The war will continue... It is no coincidence that the USA produces its products in sand color... The steppes of Zaporizhzhia are dotted with American equipment in this color... Now Trump plans a landing in the deserts and mountains of Iran... Well, go ahead, tanned president, they are eagerly waiting for you there...

The Era of Screen-Free Navigation Is Here: Find Your Way Without Looking at Your Smartphone

War is raging - and it's not going anywhere. Is your portfolio equipped?

🤖 AI Drone Swarms → $ONDS, $OSS, $KTOS
🛡️ Counter-UAS → $ONDS (Sentrycs + Iron Drone), $AVAV, $KTOS
💣 Mine Countermeasures → $KRKNF, $CODA
🛰️ Satellite ISR & Launch → $PL, $RKLB
🖥️ Edge Computing / Battlefield AI → $OSS, $ONDS (SkyWeaver)
✈️ Airborne Missile Protection → $ONDS (BIRD Aerosystems)

$ONDS appears across 5 of 6 layers.

That is the thesis.

This won't be a short war.

- The US/Israel are arming Kurdish forces to invade western Iran.
- They are bombing border targets as preparation.
- The goal is to open a second front.

With the assassination of the Supreme Leader, the US has ensured that negotiations are off the table, at least for a while.

The question is how much pain Iran is willing to inflict upon the world, and how much pain the world can take.

Elon: Companies that are 100% AI will demolish companies that use humans

“One laptop with a spreadsheet can outperform a skyscraper of several hundred human computers.

Now, if even a few cells in that spreadsheet were done manually, you would not be able to compete with a spreadsheet that was entirely done by a computer.”

UBS raised its copper price target by $500 per ton to reach $15K by the end of March 2027.

- It has increased deficits for 2026 to 520 kt.
- That’s the equivalent of losing the third-largest copper mine.

#Copper’s outlook is very bullish.

Tesla just announced it will begin building its own chip factory in 7 days.​

Tesla is going to manufacture its own semiconductors from scratch.​

The project is called Terafab and Elon Musk has been warning about this for months.

Even with TSMC and Samsung running at full capacity, it still isn't enough chips for what Tesla is building.​

Autonomous cars, humanoid robots and AI supercomputers.

All of it needs a relentless supply of advanced silicon.​

The math is brutal because Tesla wants 1 million wafer starts every single month by 2030.​

For context, TSMC, the most advanced chipmaker on the planet produces about 1.42 million wafers a month.​

Tesla wants to match that as a car company.​

Musk said it himself: "We make a little fab and see what happens. Make our mistakes at a small scale and then make a big one."​

The estimated price tag is $20–25 billion, potentially more.​

Tesla already has over $44 billion in cash and investments sitting on the books.​

It covers logic chips, memory, and advanced chip packaging all under one roof and targets 2-nanometer process technology.​

That's cutting-edge and that's the same node TSMC and Samsung are racing to master right now.​

Jensen Huang of Nvidia already pushed back and said Musk might be underestimating how hard this is.​

He's not wrong.

Building a leading edge fab takes years of process expertise and engineering talent that nobody builds overnight.​

But Musk's argument is simple because there is no other option.

The chip shortage will kill Tesla's AI ambitions if they don't control the supply chain themselves.​

Tesla's AI5 chip already being made by Samsung in Texas is reportedly 3x more power-efficient than Nvidia's Blackwell at less than 10% of the cost.​

Now they want to make millions of those chips themselves.​

If Tesla pulls this off, it stops being a car company, an AI company, or a robotics company and It becomes a foundry.

The Terafab project launches in 7 days.

Musk said construction progress will be visible in real time with drones broadcasting it live on X.​

Whether it works or collapses under its own ambition, the world is about to find out.

🚨🚨🚨 THE U.S. IS ABOUT TO UNLEASH THE A-10 WARTHOG ON IRAN. THE MOST TERRIFYING GROUND-ATTACK AIRCRAFT EVER BUILT. 🚨🚨🚨

The A-10 Thunderbolt II wasn't designed for air superiority. It wasn't designed for stealth. It was designed for ONE thing: turning ground forces into scrap metal.

Process that.

THE WEAPON:
→ GAU-8 Avenger — a 30mm rotary cannon that fires 3,900 rounds per minute
→ Each round is the size of a beer bottle — made of DEPLETED URANIUM
→ It doesn't just penetrate armor. It IGNITES on impact.
→ One 2-second burst = 130 rounds into a target area the size of a parking space

THE MATH:
→ A single A-10 carries 1,174 rounds of 30mm
→ Plus 16,000 lbs of external ordnance — Mavericks, JDAMs, cluster munitions
→ Cost per flight hour: $6,000
→ Cost of ONE Iranian tank it destroys: $3-4 MILLION
→ That's a 600:1 cost ratio. Read that again.

THE PROBLEM FOR IRAN:
→ The IRGC has 350,000+ ground troops
→ Their air defense was built to stop jets at 30,000 feet
→ The A-10 flies at 100 FEET. Under radar. Through small arms fire.
→ Its titanium bathtub cockpit can survive direct hits from 23mm rounds
→ It can fly with ONE engine, HALF a wing, and NO hydraulics

💀 Iranian armored columns = SHREDDED before they reach any front line
💀 IRGC ground positions = VISIBLE from thermal at night, DELETED at dawn
💀 Basij militia convoys = the A-10 was LITERALLY built to destroy Soviet convoys. Same doctrine.
💀 Every fortification without hardened anti-air = GONE

⚠️ The A-10 was RETIRED from CENTCOM rotations in 2023
⚠️ Bringing it BACK means the Pentagon expects a GROUND CAMPAIGN
⚠️ You don't redeploy a Cold War tank-killer for "limited strikes"

They're showing you precision missiles hitting nuclear sites from 40,000 feet.
They're NOT showing you the aircraft that turns a ground invasion into a massacre.

You don't pull the Warthog out of retirement for deterrence
→ you pull it when you're sending troops INTO the country
→ and troops only go in when the air campaign ISN'T ENOUGH.

This is the most significant close-air-support deployment since Desert Storm.

Prepare accordingly. 🚨🚨🚨

Same energy crisis
Very different pain 👇

This chart shows who gets hurt most by surging oil prices and it's not who you think

🇮🇹 Italy: inflation hits 3%+

🇬🇧 UK: approaching 2.7%

🇪🇺 Eurozone: 2.5%

🇩🇪 Germany: already fragile, now squeezed harder

🇺🇸 US: 2.3% least exposed of all

China? Barely moves

Here's why this matters geopolitically:

The US called on Europe and Asia to send warships to Hormuz.

Europe has every reason to say yes their inflation pain is existential.

China has cushion which means less urgency to cooperate.

#Trump is asking the most exposed economies to share the military burden of fixing a crisis that hurts them most.

The #energy war is also an inflation war.

And not everyone is fighting on equal terms.

#oott

🚨 WOW! Japan and PM Sanae Takaichi are set to JOIN President Trump’s golden dome missile defense system

Japan will reportedly help supply missiles!

Takaichi is an INCREDIBLE ally of America 🇺🇸🇯🇵

$RKLB

Thank you for flying Rocket Lab :)

I really hope we get to experience something like this in our lifetime.

AI = bullish for energy.

- Each dot represents ~3.2 million people
- 2,500 dots = ~8.1B humans
- Grey = ~6.8B people, or ~84% of humanity, have never used AI

One AI query consumes ~10x the energy of a Google search

As more people begin using AI daily, energy consumption will surge.

Meanwhile, we have underinvested in energy for over a decade.

Life-changing money will be made in the energy sector.

🇺🇸💥U.S. Unleashes Warthogs on Iranian Targets:

Confirmed reports indicate that the United States has deployed the A-10 Thunderbolt II in the ongoing conflict with Iran.

These aircraft have conducted missions striking elements of the Islamic Revolutionary Guard Corps and affiliated ground units.

The A-10 primarily provides close air support, armed overwatch, and strikes against dispersed or mobile ground targets such as IRGC forces and the Basij militia which typically operate in smaller, decentralized groups rather than large armored formations.

The decision to deploy this slow, low-altitude aircraft long considered vulnerable to sophisticated air defenses strongly suggests that the U.S. and its allies have achieved substantial air superiority or outright air dominance, with advanced Iranian threats effectively neutralized or suppressed.

💰 Why Is The US Letting Russia Print Money?

Washington just handed Moscow a $150M/day revenue boost, while officially still sanctioning them.

That makes no sense.

Unless you know what the real target is.

🎯#China

Beijing runs its entire industrial economy on imported oil.

It had 3 sources of cheap supply: #Venezuela (gone), #Russia (now at risk), and #Iran (now in play).

The US is going after all 3 at once.

The #Hormuz crisis didn't just push Oil prices, It handed Washington the perfect cover to execute a strategy most people haven't connected yet.

Sci-Fi Meets the Battlefield🪖🤖

The Phantom MK-1 humanoid robot, built by US Foundation Robotics, is now deployed on the Ukrainian front lines. Two units are reportedly in active service.

The robot can operate weapons such as pistols, shotguns, and M16 rifle, and is currently used for reconnaissance. Future missions may include door breaching and border patrol, tasks normally performed by soldiers.

Co-founder Mike LeBlanc, a former United States Marine Corps veteran, says there is a “moral imperative to send robots instead of humans into combat.”

The company has already secured$24M in contracts from the United States Army, United States Navy, and United States Air Force, reaching SBIR Phase 3 and becoming an official military supplier.

Next: MK-2, targeting 30,000 units per year.Long-term goal < $20,000 per robot,enabling hundreds of thousands of humanoid robots on the battlefield.

Modern warfare is changing faster than at any time since WWII.

Tanks → Aircraft → Missiles → Drones

The battlefield is shifting from heavy industrial platforms to mass-produced autonomous systems.

A $500 FPV drone can destroy a $5M tank.

Ukraine has deployed 1M+ drones since 2022.
Production now reaches thousands per month.

Military advantage is no longer just about weapons.

It’s about who can manufacture the fastest.

But every drone starts long before the battlefield.

It starts in a mine.

Critical materials powering the drone war economy:

• Rare earth elements → sensors, guidance, motors
• #Copper → wiring, electronics, power systems
• #Silver → advanced circuitry
• #Lithium & #cobalt → batteries
• Semiconductors → AI & autonomy

Modern defence is becoming a technology ecosystem:

Manufacture → Software → Satellite comms → Counter-UAS → Electronic warfare

Countries and companies that control these supply chains will define 21st century military power.

The drone war economy is only beginning.

$ONDS Alex Karp, CEO of $PLTR:

“…by combining Palantir’s software platforms with World View’s unique stratospheric capabilities and Ondas’ broader autonomous ecosystem, we’re building the operational backbone required to scale these missions.”

World View is the entry point.

Every autonomous system in the Ondas portfolio is the expansion path.

Palantir doesn’t say “broader ecosystem” by accident.

Few actually understand where this is going.

It’s human vs. robot in a rowing endurance battle, let’s see who taps out first! 😂🚣‍♂️

Both sides pulling 35kg (77 lbs) from the same seated position until someone gives up.

The Kepler K2 went full beast mode and pulled a total of 105 tons, absolutely smoking the human challenger.