🇨🇭 Global One SI - Prompt
🎯 The Cost of Stopping Missiles Iran’s drones can cost thousands. But intercepting them with Patriot, THAAD or SM-3 can cost $4M–$20M. As the strikes develop, that imbalance is driving demand for $RTX and $LMT.
❗️🇺🇸🇯🇵 The White House confirms that SM-3 IIA, the United States' most sophisticated theater ballistic missile defense interceptor, will have its production quadrupled from 24 per year to 96 per year.
RTX had only specified an increase of 2x-4x, so we did not know exactly what the target was.
SM-3 is a joint program between the US & Japan.
The White House also announced "the two countries will scope Japan’s future role in increased AMRAAM production capacity".
RTX had only specified an increase of 2x-4x, so we did not know exactly what the target was.
SM-3 is a joint program between the US & Japan.
The White House also announced "the two countries will scope Japan’s future role in increased AMRAAM production capacity".
🇨🇭 Global One SI - Prompt
$ONDS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$ONDS Ondas Holdings raised its 2025 revenue outlook to $50.7M, beating prior guidance.
Q4 revenue is now seen at $29.1M to $30.1M as OAS demand surges. The company reiterated its 2026 revenue guide of $170M to $180M with a record $65.3M backlog.
Q4 revenue is now seen at $29.1M to $30.1M as OAS demand surges. The company reiterated its 2026 revenue guide of $170M to $180M with a record $65.3M backlog.
🇨🇭 Global One SI - Prompt
One of the richest men alive just put a target on every factory worker's job in America. This is a $100 billion fund built to acquire physical companies and gut them with AI. Jeff Bezos said it himself, AI is the new electricity, it will be inside everything…
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Jeff Bezos just announced the largest industrial takeover plan in history.
He's raising $100 BILLION to acquire manufacturing companies across aerospace, defense, and chipmaking and REPLACE their workforces with AI.
He's calling it a "manufacturing transformation vehicle."
But here's the full picture and what actually makes this so genius:
6 months ago, Bezos quietly launched Project Prometheus with $6.2 billion in funding.
His co-CEO is Vik Bajaj, a physicist who helped build the self-driving car project at Google X that became Waymo.
They've been hiring from OpenAI, DeepMind, and Meta's AI division.
Blue Origin CEO David Limp just joined the board.
And the technology they're building isn't chatbots or content generators...
It's digital twins. AI systems that simulate entire factories, stress-test materials, model supply chains, and design products without a single human touching the process.
The kind of AI that could design a rocket engine, test it virtually across a million simulations, and manufacture the perfect version on the first attempt.
That was phase one. Build the AI.
And phase two just started:
Now Bezos is flying to the Middle East pitching sovereign wealth funds. He went to Singapore meeting the world's biggest asset managers. He's in talks with JPMorgan Chase.
The pitch: Give me $100 billion. I'll buy the factories. I'll install my AI. I'll automate the workforce. Then I'll SELL the playbook to every manufacturer on Earth.
He's not licensing software to companies and hoping they adopt it.
He's BUYING the companies and doing it himself.
Think about what that means:
Every other AI company sells tools and waits.
OpenAI sells API access. Anthropic sells Claude subscriptions. Microsoft sells Copilot licenses.
Bezos said forget that. I'll buy the entire production chain, replace the humans at the source, prove the model works with my own money, and then scale it globally.
He did the exact same thing with retail.
Amazon didn't sell software to bookstores. Amazon BECAME the bookstore. Then the department store. Then the grocery store. Then the pharmacy. Then the cloud.
Now he's doing it with factories.
And the fund is targeting the industries that matter most. Chipmaking. Defense. Aerospace.
The sectors governments cannot afford to let fail.
Which means once Bezos owns and automates these companies, governments become dependent on his AI infrastructure the same way they became dependent on AWS.
The last time Bezos launched something at this scale, Amazon Web Services now powers a third of the internet. The US intelligence community runs on it. The Pentagon runs on it.
Now imagine that same lock-in but for manufacturing.
The man who automated how America shops is about to automate how America builds.
And he's doing it with $100 billion of other people's money while risking about 2% of his own net worth through Prometheus.
If it fails? Sovereign wealth funds take the loss.
If it works? Bezos controls the AI operating system for global manufacturing.
At a conference in Italy last year, Bezos said: "AI can have a huge impact on every company in the world, including manufacturers."
That wasn't just a prediction.
That was literally his business plan.
He's raising $100 BILLION to acquire manufacturing companies across aerospace, defense, and chipmaking and REPLACE their workforces with AI.
He's calling it a "manufacturing transformation vehicle."
But here's the full picture and what actually makes this so genius:
6 months ago, Bezos quietly launched Project Prometheus with $6.2 billion in funding.
His co-CEO is Vik Bajaj, a physicist who helped build the self-driving car project at Google X that became Waymo.
They've been hiring from OpenAI, DeepMind, and Meta's AI division.
Blue Origin CEO David Limp just joined the board.
And the technology they're building isn't chatbots or content generators...
It's digital twins. AI systems that simulate entire factories, stress-test materials, model supply chains, and design products without a single human touching the process.
The kind of AI that could design a rocket engine, test it virtually across a million simulations, and manufacture the perfect version on the first attempt.
That was phase one. Build the AI.
And phase two just started:
Now Bezos is flying to the Middle East pitching sovereign wealth funds. He went to Singapore meeting the world's biggest asset managers. He's in talks with JPMorgan Chase.
The pitch: Give me $100 billion. I'll buy the factories. I'll install my AI. I'll automate the workforce. Then I'll SELL the playbook to every manufacturer on Earth.
He's not licensing software to companies and hoping they adopt it.
He's BUYING the companies and doing it himself.
Think about what that means:
Every other AI company sells tools and waits.
OpenAI sells API access. Anthropic sells Claude subscriptions. Microsoft sells Copilot licenses.
Bezos said forget that. I'll buy the entire production chain, replace the humans at the source, prove the model works with my own money, and then scale it globally.
He did the exact same thing with retail.
Amazon didn't sell software to bookstores. Amazon BECAME the bookstore. Then the department store. Then the grocery store. Then the pharmacy. Then the cloud.
Now he's doing it with factories.
And the fund is targeting the industries that matter most. Chipmaking. Defense. Aerospace.
The sectors governments cannot afford to let fail.
Which means once Bezos owns and automates these companies, governments become dependent on his AI infrastructure the same way they became dependent on AWS.
The last time Bezos launched something at this scale, Amazon Web Services now powers a third of the internet. The US intelligence community runs on it. The Pentagon runs on it.
Now imagine that same lock-in but for manufacturing.
The man who automated how America shops is about to automate how America builds.
And he's doing it with $100 billion of other people's money while risking about 2% of his own net worth through Prometheus.
If it fails? Sovereign wealth funds take the loss.
If it works? Bezos controls the AI operating system for global manufacturing.
At a conference in Italy last year, Bezos said: "AI can have a huge impact on every company in the world, including manufacturers."
That wasn't just a prediction.
That was literally his business plan.
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US DATA CENTER BUILDOUT IS PICKING UP FAST
$25.2B in construction starts in January alone
$77.7B spent across 2025 (up 190% YoY)
4.7M construction jobs tied to the pipeline
Looking out:
$3T+ expected globally by 2030 40% of that likely in the US
14% CAGR through 2030
54% of hyperscale already in the US
Scale of spend is increasing and it’s still early relative to what’s projected
$NVDA $MSFT $AMZN $GOOG $NBIS $CRWV $META $IREN
$25.2B in construction starts in January alone
$77.7B spent across 2025 (up 190% YoY)
4.7M construction jobs tied to the pipeline
Looking out:
$3T+ expected globally by 2030 40% of that likely in the US
14% CAGR through 2030
54% of hyperscale already in the US
Scale of spend is increasing and it’s still early relative to what’s projected
$NVDA $MSFT $AMZN $GOOG $NBIS $CRWV $META $IREN
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⚡🇺🇸The Pentagon is ready with plans to deploy U.S. ground troops into Iran.
🇨🇭 Global One SI - Prompt
🚨🇺🇸Anduril Industries will begin building its new FURY combat drones in the coming days at a new facility in Ohio. Just what the world needs - autonomous high-speed death from above. Source: Reuters
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Anduril plans to roll out its first autonomous Fury fighter this summer from its Ohio facility.
Initial production targets ~50 aircraft annually for the Air Force’s CCA program with capacity to scale to ~150.
Initial production targets ~50 aircraft annually for the Air Force’s CCA program with capacity to scale to ~150.
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Trinity™ Pro is a scalable drone platform designed to support business operations by reducing risk, enhancing decision-making, and delivering reliable aerial intelligence. Built for adaptability, it offers advanced mapping capabilities that evolve with user needs while maintaining a strong focus on safety and ease of use.
Building on the proven performance of the original Trinity platform—with over 60,000 flight hours logged globally—Trinity Pro continues to help organizations save time and reduce operational costs.
quantum-systems.com
Building on the proven performance of the original Trinity platform—with over 60,000 flight hours logged globally—Trinity Pro continues to help organizations save time and reduce operational costs.
quantum-systems.com
▪️Waller, Fed Chairman:
- If high energy prices persist for several months, it will hit core inflation.
- I doubt that the current employment data reflect a "healthy" picture.
- I'm ready to support a rate cut closer to the end of the year if the labor market weakens.
- I don't see a need for a rate hike.
▪️Bowen, Fed Chairman:
- It's too early to assess the impact of the conflict with Iran on the Fed's DOT.
- I expect strong economic growth this year.
- The base forecast is three rate cuts in 2026.
📌 Market expectations (Fed rate #FED):
- April 29: PAUSE.
- June 17: PAUSE.
- July 29: PAUSE.
- September 16: PAUSE.
- October 28: PAUSE.
- December 9: PAUSE.
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Space is quietly becoming critical global infrastructure.
From launch systems to satellite constellations, communications networks, defense space systems and AI-powered data analysis, an entire orbital technology stack is emerging.
Companies helping build that stack include:
• Rocket Lab ($RKLB)
• Planet Labs ($PL)
• BlackSky ($BKSY)
• Iridium Communications ($IRDM)
• L3Harris Technologies ($LHX)
• Palantir Technologies ($PLTR)
Together they form the infrastructure layer behind the space economy.
From launch systems to satellite constellations, communications networks, defense space systems and AI-powered data analysis, an entire orbital technology stack is emerging.
Companies helping build that stack include:
• Rocket Lab ($RKLB)
• Planet Labs ($PL)
• BlackSky ($BKSY)
• Iridium Communications ($IRDM)
• L3Harris Technologies ($LHX)
• Palantir Technologies ($PLTR)
Together they form the infrastructure layer behind the space economy.
Drone warfare is now filtering the industry in real time:
→ who survives contact with reality
→ who earns orders
→ who scales
Gauntlet I is not the end result.
It is the beginning of industrial Darwinism in defense.
Congratulations:
1. Skycutter
2. Neros Technologies
3. Napatree
Also advancing in a highly competitive field:
• ModalAI
• Auterion
• UDD
• Griffon Aerospace
• Nokturnal AI
• Halo Aeronautics
• Ascent AeroSystems
• Farage Precision
→ who survives contact with reality
→ who earns orders
→ who scales
Gauntlet I is not the end result.
It is the beginning of industrial Darwinism in defense.
Congratulations:
1. Skycutter
2. Neros Technologies
3. Napatree
Also advancing in a highly competitive field:
• ModalAI
• Auterion
• UDD
• Griffon Aerospace
• Nokturnal AI
• Halo Aeronautics
• Ascent AeroSystems
• Farage Precision
Most people look at defense tech company by company.
Modern warfare runs on a stack: seven layers, each one depends on the one below it:
01 Capital & Policy
02 Command & AI
03 Software Layer
04 Autonomy
05 Hardware
06 Sensors & Optics
07 Materials
Value doesn't sit evenly across that stack.
It's shifting toward the layers that coordinate, integrate, and remove friction.
The winners are not necessarily the ones with the best product.
They are the ones who understand how the whole architecture fits together.
On the one pager you will see the breakdown and list of interesting companies.
Modern warfare runs on a stack: seven layers, each one depends on the one below it:
01 Capital & Policy
02 Command & AI
03 Software Layer
04 Autonomy
05 Hardware
06 Sensors & Optics
07 Materials
Value doesn't sit evenly across that stack.
It's shifting toward the layers that coordinate, integrate, and remove friction.
The winners are not necessarily the ones with the best product.
They are the ones who understand how the whole architecture fits together.
On the one pager you will see the breakdown and list of interesting companies.
✍1
🇨🇭 Global One SI - Prompt
$RDW/USD H2 #Indicator #Signal #Trading #GlobalOneAI
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$RDW: Space Race 2.0
In this CNN segment, Redwire Space President Mike Gold explains why we need to reach the Moon first.
In this CNN segment, Redwire Space President Mike Gold explains why we need to reach the Moon first.
The first criminal case of streaming fraud where a North Carolina musician who used AI to make songs, then streamed them billions of times himself making $8 million
👀1
🇨🇭 Global One SI - Prompt
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🚨 Do you understand what this man just pulled off..
> a guy from North Carolina used AI to generate hundreds of thousands of songs.. uploaded them to Spotify, Apple Music, Amazon.. then botted billions of streams on his own tracks and walked away with $8 million
> 660,000 fake streams per day.. spread across thousands of AI songs so nobody noticed.. $1.2 million a year.. for music no human ever actually listened to
real artists are out here grinding for 0.003 cents per stream.. promoting on TikTok.. begging for playlist placements.. and this guy just had AI make the music AND the audience
first-ever criminal streaming fraud case.. he's paying back $8 million.. but the playbook is out there now.. and AI just got better since he started
the music industry spent 10 years fighting piracy.. now they have to fight songs that don't exist being listened to by people who don't exist.
> a guy from North Carolina used AI to generate hundreds of thousands of songs.. uploaded them to Spotify, Apple Music, Amazon.. then botted billions of streams on his own tracks and walked away with $8 million
> 660,000 fake streams per day.. spread across thousands of AI songs so nobody noticed.. $1.2 million a year.. for music no human ever actually listened to
real artists are out here grinding for 0.003 cents per stream.. promoting on TikTok.. begging for playlist placements.. and this guy just had AI make the music AND the audience
first-ever criminal streaming fraud case.. he's paying back $8 million.. but the playbook is out there now.. and AI just got better since he started
the music industry spent 10 years fighting piracy.. now they have to fight songs that don't exist being listened to by people who don't exist.
✍1
🇨🇭 Global One SI - Prompt
🚨 Do you understand what happened in the last 24 hours? > A Chinese lab made AI 25% cheaper and gave it away for free. OpenAI charges you $200/month for worse. > A robot got arrested in China. Not shut down.. Arrested... Catching charges before GTA 6 dropped.…
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🚨 Do you understand what happened in the last 24 hours?
> HSBC announced 20,000 job cuts.. 10% of their entire workforce.. because AI made those people unnecessary overnight
> Entry-level job postings are down 35% since 2023.. the first rung of the ladder doesn't exist anymore.. you can't "get your foot in the door" when the door got automated
> New businesses are creating fewer jobs.. the startups that were supposed to absorb laid-off workers aren't hiring either.. AI handles the first 5 roles now
> Jensen Huang told tech CEOs to "stop scaring people about AI".. the man whose company made $216 billion selling the chips powering every layoff on this list.. his advice? "shh.. be quieter about it"
> Bernie Sanders sat down and recorded a podcast with Claude AI.. asked it about mass data collection.. and the AI confirmed everything.. companies tracking your location.. your purchases.. your browsing.. selling it.. and using political microtargeting to fragment reality.. the AI snitched on its own industry to a US Senator.. on camera
> They officially announced Val Kilmer is starring in a new movie.. Val Kilmer died last year.. they're using AI to resurrect him frame by frame for a film called "As Deep As the Grave"
> A WNBA player launched an AI clone of herself.. fans can call it 24/7.. it has her voice.. her personality.. she doesn't even have to be awake
> JPMorgan warned that $40 to $150 billion in loans could be disrupted because AI is replacing the workers whose jobs backed those loans.. the 2008 playbook but with robots instead of houses
> A guy from North Carolina used AI to make hundreds of thousands of fake songs.. botted billions of streams.. and walked away with $8 million before getting caught.. first-ever criminal AI streaming fraud case
all of this happened in ONE day, See you tomorrow. It'll be worse.
> HSBC announced 20,000 job cuts.. 10% of their entire workforce.. because AI made those people unnecessary overnight
> Entry-level job postings are down 35% since 2023.. the first rung of the ladder doesn't exist anymore.. you can't "get your foot in the door" when the door got automated
> New businesses are creating fewer jobs.. the startups that were supposed to absorb laid-off workers aren't hiring either.. AI handles the first 5 roles now
> Jensen Huang told tech CEOs to "stop scaring people about AI".. the man whose company made $216 billion selling the chips powering every layoff on this list.. his advice? "shh.. be quieter about it"
> Bernie Sanders sat down and recorded a podcast with Claude AI.. asked it about mass data collection.. and the AI confirmed everything.. companies tracking your location.. your purchases.. your browsing.. selling it.. and using political microtargeting to fragment reality.. the AI snitched on its own industry to a US Senator.. on camera
> They officially announced Val Kilmer is starring in a new movie.. Val Kilmer died last year.. they're using AI to resurrect him frame by frame for a film called "As Deep As the Grave"
> A WNBA player launched an AI clone of herself.. fans can call it 24/7.. it has her voice.. her personality.. she doesn't even have to be awake
> JPMorgan warned that $40 to $150 billion in loans could be disrupted because AI is replacing the workers whose jobs backed those loans.. the 2008 playbook but with robots instead of houses
> A guy from North Carolina used AI to make hundreds of thousands of fake songs.. botted billions of streams.. and walked away with $8 million before getting caught.. first-ever criminal AI streaming fraud case
all of this happened in ONE day, See you tomorrow. It'll be worse.
✍1
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Boston Dynamics Exoskeleton: 24-DoF #Robotic Arms with 200-Pound Lifting Power
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The last 2 recessions had a warning sign
It's flashing again right now.
Every major recession in modern history was preceded by an energy shock.
In 2000 Oil spikes 35% above trend → Dot-com bubble bursts
2007 Oil spikes 30% above trend → Housing bubble collapses
2026 Oil at highest YTD surge since the 1980s
The pattern is uncomfortably clear.
2000 and 2007 had financial triggers with energy as the accelerant.
2026 has energy as the primary weapon.
The Fed can't cut rates into an energy inflation spiral. Reserves can't replace destroyed infrastructure.
And the repair timelines are measured in years not months.
Is this the next recession trigger?
The chart already knows the answer
The question is whether markets have caught up yet📉
It's flashing again right now.
Every major recession in modern history was preceded by an energy shock.
In 2000 Oil spikes 35% above trend → Dot-com bubble bursts
2007 Oil spikes 30% above trend → Housing bubble collapses
2026 Oil at highest YTD surge since the 1980s
The pattern is uncomfortably clear.
2000 and 2007 had financial triggers with energy as the accelerant.
2026 has energy as the primary weapon.
The Fed can't cut rates into an energy inflation spiral. Reserves can't replace destroyed infrastructure.
And the repair timelines are measured in years not months.
Is this the next recession trigger?
The chart already knows the answer
The question is whether markets have caught up yet📉
Media is too big
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🇺🇸 The U.S. Navy just unleashed the Liberty Class, a 190-foot crewless cargo beast that can cross 11,500 miles of open ocean carrying 165 tons with zero humans on board.
Expect 10-20 of these autonomous haulers every year.
Expect 10-20 of these autonomous haulers every year.