This week in small-cap defense:
🎯 $ONDS — 9 days to earnings (March 25). Mistral integration update expected. Revenue guide $170-180M doesn't include new acquisitions.
🛰️ $RKLB — watch for launch manifest updates. Electron cadence accelerating.
🤖 $AVAV — post-earnings momentum. Backlog is the story, not the revenue miss.
⚓ $KRKNF — Covelya integration progress. Undersea economy thesis building.
The convergence is happening faster than the market is pricing.
🎯 $ONDS — 9 days to earnings (March 25). Mistral integration update expected. Revenue guide $170-180M doesn't include new acquisitions.
🛰️ $RKLB — watch for launch manifest updates. Electron cadence accelerating.
🤖 $AVAV — post-earnings momentum. Backlog is the story, not the revenue miss.
⚓ $KRKNF — Covelya integration progress. Undersea economy thesis building.
The convergence is happening faster than the market is pricing.
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🚨 Drone Strike Hits Dubai International Airport
A drone reportedly struck a fuel tank at Dubai International Airport, the world’s busiest international hub.
• Flights temporarily suspended
• Large smoke plume visible across the city
• Airport operations disrupted
🛬An attack on a major global aviation hub signals the conflict is expanding beyond oil infrastructure, raising risks for energy markets, aviation, and global trade routes.
#Dubai #oott
A drone reportedly struck a fuel tank at Dubai International Airport, the world’s busiest international hub.
• Flights temporarily suspended
• Large smoke plume visible across the city
• Airport operations disrupted
🛬An attack on a major global aviation hub signals the conflict is expanding beyond oil infrastructure, raising risks for energy markets, aviation, and global trade routes.
#Dubai #oott
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🇨🇭 Global One SI - Prompt
$PL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$PL
Planet today announced its initiative to revolutionize how satellite imagery is processed, enhanced, and analyzed.
Planet and NVIDIA are collaborating on ways to adopt GPUs to accelerate processing imagery and delivering insights.
Planet is leveraging NVIDIA’s Blackwell and NVIDIA IGX Thor platforms to transform raw pixels into analysis-ready insights in a few seconds instead of hours.
Planet today announced its initiative to revolutionize how satellite imagery is processed, enhanced, and analyzed.
Planet and NVIDIA are collaborating on ways to adopt GPUs to accelerate processing imagery and delivering insights.
Planet is leveraging NVIDIA’s Blackwell and NVIDIA IGX Thor platforms to transform raw pixels into analysis-ready insights in a few seconds instead of hours.
🇨🇭 Global One SI - Prompt
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🚨 LMFAO! PRESIDENT TRUMP: "These gorgeous B-2 bombers, give me that bomber, Andrew. Let me just hug that little sucker, give me that bomber over there!"
"This looks small, but in person, it's really big!" 🇺🇸🤣
"This looks small, but in person, it's really big!" 🇺🇸🤣
Just today, $NVDA CEO Jensen Huang mentioned, $NVDA will scale AI systems using optics.
Top companies that develop optical technologies that are set to be winners in next generation AI cycle-
1. $LWLG - Electro-Optic Polymer Lead
2. $LITE - High Speed Laser Optics Leader
3. $AAOI - AI Transceiver Supply Leader
4. $COHR - Integrated Photonics Powerhouse
5. $AXTI - Semiconductor Substrate Specialist
6. $CIEN - Optical Networking Innovator
Top companies that develop optical technologies that are set to be winners in next generation AI cycle-
1. $LWLG - Electro-Optic Polymer Lead
2. $LITE - High Speed Laser Optics Leader
3. $AAOI - AI Transceiver Supply Leader
4. $COHR - Integrated Photonics Powerhouse
5. $AXTI - Semiconductor Substrate Specialist
6. $CIEN - Optical Networking Innovator
🇨🇭 Global One SI - Prompt
$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications. Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.
Jensen Huang says the next phase of AI will be driven by applications.
These are who benefits the most:
Automotive / Mobility - $MBLY $AEHR $JOBY
Financial / AI software - $PLTR
Healthcare & Life Sciences - $TEM $HIMS
Industrial / Automation - $GE $HON
Media / Consumer AI - $META $GOOGL $NFLX
Retail / Cloud / Data - $AMZN $NBIS
Robotics / Physical AI - $TSLA $RCAT $ONDS $SERV
Telco / Networking - $ANET $COHR $LITE
Advanced Compute - $NVDA $AMD $AVGO $INTC $ALAB $IREN
These are who benefits the most:
Automotive / Mobility - $MBLY $AEHR $JOBY
Financial / AI software - $PLTR
Healthcare & Life Sciences - $TEM $HIMS
Industrial / Automation - $GE $HON
Media / Consumer AI - $META $GOOGL $NFLX
Retail / Cloud / Data - $AMZN $NBIS
Robotics / Physical AI - $TSLA $RCAT $ONDS $SERV
Telco / Networking - $ANET $COHR $LITE
Advanced Compute - $NVDA $AMD $AVGO $INTC $ALAB $IREN
🇨🇭 Global One SI - Prompt
🚨 OpenAI just gave its AI agents the ability to hire other AI agents. Codex sub-agents can now spawn specialized workers explorers, reviewers, debuggers each with their own model, their own instructions, their own sandbox. One agent reads your entire codebase…
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Subagents are now available in Codex.
You can accelerate your workflow by spinning up specialized agents to:
• Keep your main context window clean
• Tackle different parts of a task in parallel
• Steer individual agents as work unfolds
You can accelerate your workflow by spinning up specialized agents to:
• Keep your main context window clean
• Tackle different parts of a task in parallel
• Steer individual agents as work unfolds
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🇨🇭 Global One SI - Prompt
Subagents are now available in Codex. You can accelerate your workflow by spinning up specialized agents to: • Keep your main context window clean • Tackle different parts of a task in parallel • Steer individual agents as work unfolds
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🚨 Do you understand what OpenAI just quietly dropped?
> AI agents can now create other AI agents.
> Not a human spinning up an agent... The AGENT spinning up MORE agents.. On its own. In parallel. While you sleep.
> It's not one AI doing your job anymore.. It's one AI hiring a TEAM of AIs to do your job. Delegating. Managing. Like a boss.
You're not being replaced by AI. You're being replaced by AI's employee.
And AI's employee just got employees of its own.
> AI agents can now create other AI agents.
> Not a human spinning up an agent... The AGENT spinning up MORE agents.. On its own. In parallel. While you sleep.
> It's not one AI doing your job anymore.. It's one AI hiring a TEAM of AIs to do your job. Delegating. Managing. Like a boss.
You're not being replaced by AI. You're being replaced by AI's employee.
And AI's employee just got employees of its own.
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🚨 Do you understand what you're looking at right now?
$1,000,000,000,000.
Count the zeros. Twelve.
That's not a company's valuation. That's not a market cap... That's ONE MAN'S revenue prediction. For selling chips..
> Jensen Huang just said $NVDA Nvidia will make $1 trillion from AI chips by 2027.. One trillion dollars. From one product. In one industry. That didn't exist 3 years ago..
> Every company fighting the AI war - OpenAI, Google, Meta, Amazon, xAI - is buying their weapons from the same arms dealer..
> Nvidia doesn't care who wins. They sell bullets to every side.
> DeepSeek wiped $600B off Nvidia in January.. Jensen recovered in two weeks and just came back asking for a trillion.. This man doesn't flinch.
The entire AI revolution has one chokepoint. One company. One man. One leather jacket.
And he just named his price.
$1,000,000,000,000.
Count the zeros. Twelve.
That's not a company's valuation. That's not a market cap... That's ONE MAN'S revenue prediction. For selling chips..
> Jensen Huang just said $NVDA Nvidia will make $1 trillion from AI chips by 2027.. One trillion dollars. From one product. In one industry. That didn't exist 3 years ago..
> Every company fighting the AI war - OpenAI, Google, Meta, Amazon, xAI - is buying their weapons from the same arms dealer..
> Nvidia doesn't care who wins. They sell bullets to every side.
> DeepSeek wiped $600B off Nvidia in January.. Jensen recovered in two weeks and just came back asking for a trillion.. This man doesn't flinch.
The entire AI revolution has one chokepoint. One company. One man. One leather jacket.
And he just named his price.
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🇨🇭 Global One SI - Prompt
🚨 Do you understand what you're looking at right now? $1,000,000,000,000. Count the zeros. Twelve. That's not a company's valuation. That's not a market cap... That's ONE MAN'S revenue prediction. For selling chips.. > Jensen Huang just said $NVDA Nvidia…
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Most people see a product roadmap
I see a subscription model disguised as hardware
Every 2 years the entire AI industry is forced to upgrade
$AMZN $GOOGL $MSFT $META, they all just signed the contract
Jensen Huang figured out how to make trillion dollar companies his recurring revenue.
$NVDA
I see a subscription model disguised as hardware
Every 2 years the entire AI industry is forced to upgrade
$AMZN $GOOGL $MSFT $META, they all just signed the contract
Jensen Huang figured out how to make trillion dollar companies his recurring revenue.
$NVDA
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🇨🇭 Global One SI - Prompt
Most people see a product roadmap I see a subscription model disguised as hardware Every 2 years the entire AI industry is forced to upgrade $AMZN $GOOGL $MSFT $META, they all just signed the contract Jensen Huang figured out how to make trillion dollar…
Biggest Buyers of $NVDA Nvidia AI Chips
1. Microsoft - $14B+ annual spend
2. Google - $12B+ annual spend
3. Amazon (AWS) - $11B+ annual spend
4. Meta - $10B+ annual spend
5. Tesla - $4B+ annual spend
6. Oracle - $4B+ annual spend
7. xAI (Elon Musk) - $3B+ annual spend
8. ByteDance - $2.5B+ annual spend
9. Baidu - $2B+ annual spend
10. Saudi Aramco / NEOM - $1.5B+ annual spend
Source: Bloomberg Intelligence / Nvidia Supply Chain Data (2025)
1. Microsoft - $14B+ annual spend
2. Google - $12B+ annual spend
3. Amazon (AWS) - $11B+ annual spend
4. Meta - $10B+ annual spend
5. Tesla - $4B+ annual spend
6. Oracle - $4B+ annual spend
7. xAI (Elon Musk) - $3B+ annual spend
8. ByteDance - $2.5B+ annual spend
9. Baidu - $2B+ annual spend
10. Saudi Aramco / NEOM - $1.5B+ annual spend
Source: Bloomberg Intelligence / Nvidia Supply Chain Data (2025)
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