$ONDS just acquired INDO Earth Moving Ltd 💥🔥🚨

I want to walk through why I think this is a bigger deal than it looks.

INDO procures, integrates, and supports heavy military engineering vehicles. They basically get these platforms into military hands and keep them operational.

They also came with a $140M contract already awarded as prime contractor, covering delivery of dozens of heavy-tracked engineering vehicles to a major military customer over two years, plus maintenance and sustainment support for at least four years beyond that.

Revenues from this deal start rolling in next quarter.

What’s more, INDO shareholders only get their max payout from Ondas if they hit specific contract, revenue, and profitability milestones i.e. they are highly incentivized to keep executing.

But the contract is almost secondary to what Ondas is actually doing here.

They already have Roboteam developing unmanned ground systems for defense forces worldwide, Apeiro Motion on advanced ground robotics, and 4M Defense on demining and land intelligence.

Now, INDO brings heavy tracked military engineering vehicles into that mix.

Oshri Lugassy put it plainly: "By combining INDO's engineering vehicle platform with Ondas' autonomy architecture, we see the opportunity to evolve these systems into robotic engineering vehicles capable of operating in high-risk environments while significantly improving safety and operational effectiveness."

The long-term roadmap per the release: remote operation, autonomous navigation, advanced perception systems, mission automation software.

Sounds like Ondas could be giving us fully autonomous M9 combat bulldozers one day 🤷‍♂️👀

$CRDO unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption.

$NVDA CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Robin expands its upside into optical.

VOYG: Dylan Taylor is quickly becoming one of my favorite space CEOs.

8 specialized AI model types 👇

LLM → text generation
LCM → semantic reasoning
LAM → action-oriented agents
MoE → expert routing
VLM → vision + language
SLM → lightweight edge models
MLM → masked token learning
SAM → image segmentation

AI is moving from “one big model”
to specialized architectures.

#AI #LLM #MoE #VLM #MachineLearning

AI competitiveness isn’t evenly distributed 🌍

Stanford AI Vibrancy Index:

🇺🇸 USA: 78.6
🇨🇳 China: 36.95
🇮🇳 India: 21.59

Metrics include: R&D, talent, governance, infrastructure, economy.

AI advantage is compounding.
Countries investing now are shaping the next decade.

#AI #Geopolitics #Innovation

The mosquito drones are here and watching you.

We will have trillions of these all over the place in a decade.

🚨BREAKING: Adaptive just launched a full AI agent OS in a single platform which will make your entire software stack obsolete.

Built on 71 pre-built agents, zero code, and every tool you already use.

No Zapier. No Make. No dev. No VA. Just one platform running your entire business.

New stack:
→ Adaptive.ai

One platform. 71 agents. All your tools connected.

The one-person business just got a full ops team.

Keel partners with Palantir $PLTR for the U.S. Navy’s $448M ShipOS initiative.

The deal integrates Foundry and AIP to modernize the Submarine Industrial Base, aiming to accelerate production schedules and strengthen maritime industrial capacity.

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

$MP $UUUU $OKLO $LEU $USAR $UAMY | The UK launches a new Fusion Strategy, becoming the first nation with a clear commercial path for fusion power.

The govt awarded a £200M contract to the Ilios consortium to build the STEP prototype at West Burton, targeting operations by 2040.

$MP $UUUU $UAMY $USAR $LAC $CRML | Trump says the summit with President Xi is being reset for "about 5 weeks" as he remains in D.C. to lead the war effort in Iran.

While the Beijing trip is delayed, Paris trade talks concluded with progress on U.S. agricultural exports.

NATO just blinked.

#Trump confirms: most allies don't want in.

Von der Leyen said no to Russian oil.

Now NATO says no to the coalition.

Europe chose ideology twice in one week.

The US is increasingly alone in the world's most critical chokepoint.

And Iran knows it🇮🇷♟️

This changes the calculus entirely

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

$MP $UUUU $UAMY $USAR $LEU $CRML | New INGAA Foundation study finds the U.S. and Canada need $1 trillion in pipeline investment by 2052.

Driven by AI data centers and LNG exports, the plan calls for 140,000 miles of new pipe to ensure energy reliability through the transition.

WHO DID THIS???🤣🤣🤣

That ending is epic 😂

Big catalyst for $IBRX 🔥

NCCN just gave $IBRX another green light. ANKTIVA now included for papillary NMIBC. Bigger market, FDA catalyst still ahead.

Not financial advice - but I’m staying LONG.

$LIDR $OUST $AEVA 🔥

Analysts still target $6 on average, pointing to 200%+ upside potential.

Its software-defined lidar delivers industry-leading 1.5 km detection range, outpacing rivals and suiting autonomous vehicles, defense, aviation, and infrastructure in the growing Physical AI space.

Momentum is building fast with $NVDA, AEye joined the Halos AI Systems Inspection Lab, integrated with AGX DRIVE Thor, and impressed at CES 2026 with live long-range demos.

The balance sheet strengthened after Q4 2025 results, with debt repaid, solid cash reserves around $80M+, and controlled burn giving clear runway for commercialization.

Current tiny revenue masks the real opportunity in the multi-billion lidar TAM - classic pre-scale discount for a disruptor before orders ramp from fresh partnerships.

High execution risk exists, but with differentiated ultra-long-range tech, key ecosystem ties, and this depressed entry point, $LIDR offers one of the most asymmetric setups in autonomous sensing today 📈

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