U.S. Locks in Rare Earth Supply Deal with Lynas to Bolster Defense Industry $LYSDY $MP

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

#ETH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI

What? 😂

$RKLB

The trend is becoming hard to ignore.

$ONDS, $PLTR, and World View just revolutionized ISR as we know it👁️🧠⚔️

Most people read the press release, but almost nobody understood what they were reading.

This isn’t a software partnership.

This is Ondas becoming the execution layer of a fundamentally new defense architecture.

👁️ World View is the eyes 👁️

Stratollites operate in the stratosphere, the untapped ISR layer between satellites and aircraft.

They watch the same battlefields and borders for days or weeks at a time.

This is persistent ISR at a scale and cost that simply wasn’t possible before.

🧠 Palantir is the brain 🧠

AIP threads every domain together.

Warp Speed scales the fleet while SkyWeaver processes intelligence directly on the Stratollite.

Decisions are happening at the edge, not after a satellite uplink that may never come.

⚔️ Ondas is the sword ⚔️

Autonomous drones, ground robots, and C-UAS systems comprise the layer that turns persistent sensing into execution.

Without Ondas, this architecture sees everything and does nothing.

With Ondas, it springs into action.

$RKLB "daughter of the stars" mission is for a low earth orbit position navigation timing (LEO-PNT).

And there's a lot of research and application going on for this exact class of satellite currently. It's not exactly new. But for navigation it can be a potential game changer.

The U.S. Space Force is studying something far larger than the small ESA demonstrators. Their goal is a “resilient PNT” architecture that could complement or back up traditional GPS.

Instead of a few satellites like the current GPS constellation (30ish) satellites), the idea is to build hundreds of satellites in LEO.

Our global positioning satellites are traditionally 20,000km above earth's surface in MEO, leaving us with potential vulnerabilities for being blocked, jammed or spoofed.

Having these satellites 40 times closer to the Earth's surface and having a lot more of them must give us better positioning data.

If you're a space investor I think it's important to look at things from a defense perspective as well as a commercial perspective.

We're going through some tricky times right now on this little planet of ours.

$MP $UUUU $UAMY $USAR $LAC $CRML | American Rare Earths was selected to supply the DOE’s METALLIC consortium with Halleck Creek ore.

National labs will use the feedstock to validate domestic refining tech, accelerating the U.S. shift toward a secure rare earth supply chain.

Modern warfare is undergoing a major economic shift.

For most of modern history, military power was built around large, extremely expensive platforms:

• Main battle tanks: $5–10M
• Armored vehicles: $2–5M
• Air defense systems: $15–50M
• Helicopters: $15–40M
• Naval vessels: $100M–$2B

Today, those assets are increasingly vulnerable to low-cost autonomous systems.

Examples from the battlefield:

• $5–10M tank → $500 FPV strike drone
• $2–5M armored vehicle → $5k loitering munition
• $1–3M interceptor missile → $20k attack drone
• $100M+ naval vessel → maritime drone swarm
• $5–20M supply convoy → $10k coordinated drone strike

Across multiple examples the average cost asymmetry is roughly:

4,700 : 1

Key implications:

• Cheap autonomous systems can destroy extremely expensive platforms
• Drone swarms can overwhelm traditional defenses
• Defense procurement models are being forced to adapt
• Military advantage is shifting toward industrial production capacity

Scale now matters as much as technology.

• Ukraine is producing ~4,000 drones per month
• China’s commercial drone industry dominates global manufacturing
• Future conflicts could deploy millions of drones in months

The shift is not only technological — it is industrial.

Behind every drone is a supply chain of strategic materials:

• #Copper → wiring, electronics, motors
• Rare earth elements → magnets, sensors, precision guidance
• #Silver → advanced circuitry and soldering
• #Lithium → batteries and extended range

Modern warfare increasingly begins in a mine and on a production line.

Across history, global power has usually followed a simple rule:

Control the key resource of the era.

• Rome built its empire on iron
• Spain dominated global trade through silver
• Britain rose with coal during the Industrial Revolution
• The United States led the 20th century through oil

Each technological era had a strategic resource behind it.

And the nations controlling that resource gained:

• industrial capacity
• economic dominance
• military superiority

Now a new era is emerging.

Modern technologies depend on a different group of materials:

• Copper → electrification & power grids
• Rare earth elements → sensors, guidance, defence tech
• #Lithium → batteries & energy storage
• #Uranium → nuclear power & energy security
• #Silver → advanced electronics & AI infrastructure

Key takeaways:

• The resource changes, but the pattern repeats
• Strategic minerals are becoming the backbone of modern power
• Supply chains for these metals will shape the next geopolitical cycle
• The next generation of technology — AI, defence systems, electrification — starts in a mine

For more than 2,500 years, the same region has repeatedly become the battlefield of great powers.

The reason is geography.

The Middle East sits at the intersection of Europe, Asia and Africa — a strategic corridor connecting trade routes, energy flows and military access between continents.

Across history, different empires fought over the same ground.

• Rome vs Persia — nearly 700 years of war along the Mesopotamian frontier
• Byzantines vs Caliphates — control of Syria and Iraq
• Ottomans vs Safavids — the same strategic corridor
• European empires — Britain, France and Russia competing for access and influence
• The oil century — global powers securing Gulf energy routes
• Today — proxy conflicts, drones, and control of the Strait of Hormuz

The geography hasn’t changed.

The region still sits at the center of:

• global energy systems
• major shipping chokepoints
• regional security dynamics
• great power competition

Empires change.

The crossroads remain.

Morgan Stanley AI prediction 👀

A major AI breakthrough could arrive in the first half of 2026.

> Next AI models trained with ~10× more compute
> Could produce ~2× more capable AI systems
> AI infrastructure spending may reach $3 trillion by 2028
> AI data centers could cause 9–18 GW power shortage in the U.S.
> 81% of companies expect AI products deployed by 2026

The countdown is on! ⏳

We are just 2 days away from the $OSS Q4/FY 2025 earnings. While investors are busy positioning themselves, the community has already crunched the numbers and analyzed every bit of intel.

The homework is done. Now, it’s over to management to deliver. 🚀

$NBIS just signed a $27 billion deal with Meta and is up 12% in pre-market.

Here’s what that means:

→ 5-year AI infrastructure supply agreement

→ $12B in dedicated capacity on NVIDIA Vera Rubin, one of the first large-scale deployments ever

→ Meta commits up to $15B more in additional compute purchases

→ Capacity delivery starts early 2027

→ 2026 guidance unchanged, execution on track

This is a named customer, a named platform, a named dollar amount, and a named timeline.

$NBIS is now a $24B company that just secured a contract worth more than its entire market cap.

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

🌏 Many economies rely heavily on Chinese goods across manufacturing, electronics, and industrial supply chains.

• 🇰🇭 Cambodia: 46.8% of imports from China
• 🇲🇲 Myanmar: ~33%
• 🇦🇺 Australia: ~25.5%
• 🇧🇷 Brazil: ~24.9%
• 🇯🇵 Japan: ~22.5%
• 🇿🇦 South Africa: ~21.5%

Large economies are less exposed but still significant:

• 🇺🇸 United States: ~13.8%
• 🇪🇺 Europe (many countries): ~8–15%

#China sits at the center of global manufacturing. Many countries depend on Chinese imports for critical industrial and consumer supply chains.