🇨🇭 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 $NVDA partner to build a GPU native AI engine, slashing satellite data processing from hours to seconds.
Using CorrDiff GenAI for super resolution, the duo is creating a searchable, AI embedded vector map of Earth.
Using CorrDiff GenAI for super resolution, the duo is creating a searchable, AI embedded vector map of Earth.
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$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
The strongest armies in history didn’t lose because they were weak.
They lost because warfare changed.
Across 2,500 years, military power has been repeatedly transformed by technological revolutions:
• Roman Legions (500 BC – 400 AD)
Standardised equipment, discipline and logistics allowed Rome to dominate the ancient world.
• Medieval Cavalry (800 – 1400)
Armoured knights and feudal systems shaped warfare and political power across Europe.
• Gunpowder Revolution (1400 – 1800)
Cannons and firearms ended the dominance of castles and mounted elites, enabling centralized states and mass infantry armies.
• Industrial Warfare (1900 – 1990)
Tanks, aircraft, submarines and mechanised armies — supported by industrial production — determined victory in the world wars.
• Autonomous Warfare (2000 – present)
Drones, AI-enabled systems and precision weapons are reshaping the battlefield.
Today a $500 drone can destroy a $5M tank.
Key takeaways:
• Military revolutions occur when technology + industry + resources converge
• The nations that adopt the new model fastest gain decisive advantage
• The current transition toward autonomous warfare may be the fastest shift in military history
And behind this new era sit strategic materials:
• #Copper
• Rare earth elements
• #Silver
• #Lithium
• #Uranium
The pattern of history is clear:
Those who adapt first win. Those who don’t fall behind.
They lost because warfare changed.
Across 2,500 years, military power has been repeatedly transformed by technological revolutions:
• Roman Legions (500 BC – 400 AD)
Standardised equipment, discipline and logistics allowed Rome to dominate the ancient world.
• Medieval Cavalry (800 – 1400)
Armoured knights and feudal systems shaped warfare and political power across Europe.
• Gunpowder Revolution (1400 – 1800)
Cannons and firearms ended the dominance of castles and mounted elites, enabling centralized states and mass infantry armies.
• Industrial Warfare (1900 – 1990)
Tanks, aircraft, submarines and mechanised armies — supported by industrial production — determined victory in the world wars.
• Autonomous Warfare (2000 – present)
Drones, AI-enabled systems and precision weapons are reshaping the battlefield.
Today a $500 drone can destroy a $5M tank.
Key takeaways:
• Military revolutions occur when technology + industry + resources converge
• The nations that adopt the new model fastest gain decisive advantage
• The current transition toward autonomous warfare may be the fastest shift in military history
And behind this new era sit strategic materials:
• #Copper
• Rare earth elements
• #Silver
• #Lithium
• #Uranium
The pattern of history is clear:
Those who adapt first win. Those who don’t fall behind.
✍1
Are you investing in the technologies that will define the next generation of defence?
Capital entering the sector is not spreading evenly but is concentrating in a few critical areas:
• Autonomous systems
• Artificial intelligence for defence
• Cybersecurity and electronic warfare
• Space and satellite infrastructure
• Dual-use deep technologies
These are the technologies reshaping modern military capabilities and they are attracting billions in private investment from venture capital, private equity and family offices.
Understanding where capital flows today helps reveal which technologies will define the future battlefield.
Capital entering the sector is not spreading evenly but is concentrating in a few critical areas:
• Autonomous systems
• Artificial intelligence for defence
• Cybersecurity and electronic warfare
• Space and satellite infrastructure
• Dual-use deep technologies
These are the technologies reshaping modern military capabilities and they are attracting billions in private investment from venture capital, private equity and family offices.
Understanding where capital flows today helps reveal which technologies will define the future battlefield.
✍1
The Gold Bull Market Has Just Started. Most People Just Haven’t Noticed Yet.
Gold is now trading above $5,000/oz.
And the macro forces driving it are only getting stronger:
• Record central bank buying
• Exploding global sovereign debt
• Rising geopolitical instability
• Persistent inflation & energy shocks
• Institutional forecasts targeting $5,900–$6,200
A structural shift in the global financial system.
Gold is re-emerging as the ultimate monetary asset in a fracturing world.
Breaks down the five drivers of the gold bull market in the infographic.
The question is no longer if #gold moves higher.
The question is rather how far this cycle can go.
Gold is now trading above $5,000/oz.
And the macro forces driving it are only getting stronger:
• Record central bank buying
• Exploding global sovereign debt
• Rising geopolitical instability
• Persistent inflation & energy shocks
• Institutional forecasts targeting $5,900–$6,200
A structural shift in the global financial system.
Gold is re-emerging as the ultimate monetary asset in a fracturing world.
Breaks down the five drivers of the gold bull market in the infographic.
The question is no longer if #gold moves higher.
The question is rather how far this cycle can go.