🇨🇭 Global One SI - Prompt
$AVAV/USD H2 #Indicator #Signal #Trading #GlobalOneAI
AeroVironment $AVAV acquires ESAero in a $200M deal to scale U.S. drone production.
The move adds 85,000 square feet of CA manufacturing and elite electric propulsion tech to AV’s Precision Strike group, with immediate EBITDA accretion in year one.
The move adds 85,000 square feet of CA manufacturing and elite electric propulsion tech to AV’s Precision Strike group, with immediate EBITDA accretion in year one.
🇨🇭 Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Micron $MU starts volume production of HBM4 36GB 12H for NVIDIA $NVDA Vera Rubin, delivering 2.8 TB/s bandwidth.
The launch includes the first PCIe Gen6 SSD and SOCAMM2 memory, enabling 2TB per CPU for next gen AI training and inference.
The launch includes the first PCIe Gen6 SSD and SOCAMM2 memory, enabling 2TB per CPU for next gen AI training and inference.
🇨🇭 Global One SI - Prompt
$PL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Planet Labs $PL and NVIDIA $NVDA partner to build a GPU native AI engine, slashing satellite data processing from hours to seconds.
Using CorrDiff GenAI for super resolution, the duo is creating a searchable, AI embedded vector map of Earth.
Using CorrDiff GenAI for super resolution, the duo is creating a searchable, AI embedded vector map of Earth.
This media is not supported in your browser
VIEW IN TELEGRAM
$LMT $KTOS $UMAC $ONDS $PLTR | Sec. Emil Michael on Department of War ditching red tape for fixed cost weaponry to scale production.
"Instead of saying, here's a list of a thousand requirements, we'll say here's our common operational problem."
"Instead of saying, here's a list of a thousand requirements, we'll say here's our common operational problem."
Defence tech stocks are not moving equally. Capital is concentrating.
Over the past 12 months, a new group of companies has emerged as clear leaders in the defence technology cycle.
The top 3 performers in this basket:
🥇 $ONDS +1,326%
Multi-domain autonomous systems and defense robotics.
🥈 $PL +491%
Space-based intelligence and Earth observation data.
🥉 $KTOS +194%
Attritable drones, hypersonic systems, and next-generation defense platforms.
What do they have in common?
They sit at the intersection of modern warfare’s key technology themes:
• autonomy
• space-based intelligence
• software-driven defense systems
Meanwhile, legacy defence primes continue to provide stability and scale — but the strongest equity performance is coming from companies tied to the future battlefield.
20 listed defence tech companies and their 12-month performance in the infographic.
Defence investing is increasingly becoming technology investing.
Over the past 12 months, a new group of companies has emerged as clear leaders in the defence technology cycle.
The top 3 performers in this basket:
🥇 $ONDS +1,326%
Multi-domain autonomous systems and defense robotics.
🥈 $PL +491%
Space-based intelligence and Earth observation data.
🥉 $KTOS +194%
Attritable drones, hypersonic systems, and next-generation defense platforms.
What do they have in common?
They sit at the intersection of modern warfare’s key technology themes:
• autonomy
• space-based intelligence
• software-driven defense systems
Meanwhile, legacy defence primes continue to provide stability and scale — but the strongest equity performance is coming from companies tied to the future battlefield.
20 listed defence tech companies and their 12-month performance in the infographic.
Defence investing is increasingly becoming technology investing.
✍1