$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.

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.

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

⚡🇺🇸The Pentagon is ready with plans to deploy U.S. ground troops into Iran.

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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.

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

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.

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

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.

$RDW: Space Race 2.0

In this CNN segment, Redwire Space President Mike Gold explains why we need to reach the Moon first.

🚨 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.

🚨 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.

Boston Dynamics Exoskeleton: 24-DoF #Robotic Arms with 200-Pound Lifting Power

🇺🇸 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.

🇹🇷Turkey's SOM-J cruise missile, its rival to the U.S Tomahawk, successfully hit its target in its latest live-warhead test.

Features: low radar visibility, sea-skimming flight, precision guidance, mid-course datalink updates.

🇺🇸🇮🇷 The opening hours of Operation Epic Fury were a masterclass in choreographed destruction

Tomahawks carved the corridors.

Hundreds of decoy drones flooded Iranian radar with phantom fighter squadrons.

While operators chased ghosts, real F-35s and B-2s glided through undetected.

F-15s hunted mobile launchers in valleys.

Carriers launched jets every 30 seconds.

Everything from submarines, destroyers, and stealth bombers was mathematically timed to impact five cities at the same second.

Iran spent 40 years preparing for this... it lasted all of one sunrise.