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.

Starlink just passed 10 million users worldwide.

What began as rural internet now connects entire countries without ground cables.

The network is adding ~20,000 users daily, operates in 160+ countries, and aims for 25 million users by 2026.

Elon Musk: “You could scale up to 100 terawatts of AI compute per year from the moon”

AI adoption at the Pentagon is progressing at a rapid pace!

$PLTR's Maven Becomes "Programme of Record": The AI Foundation of Modern Warfare

In a landmark move for the defense industry, Deputy Defense Secretary Steve Feinberg has designated the Maven Smart System as an official "Programme of Record." This elevates the platform from a series of tactical contracts to a permanent, long-term pillar of U.S. military infrastructure.

Why This Matters:

🔹Stable, Long-Term Funding: As a Programme of Record, Maven moves from "innovation" budgets to "core" military funding, ensuring its integration across all arms of the Joint Force for years to come.
🔹The Military's AI "Nervous System": Maven analyzes data from satellites, drones, and radars to identify targets in seconds - a process that previously took hours. It is already the primary AI operating system for current operations.
🔹Shift in Command: Oversight is moving to the Chief Digital and Artificial Intelligence Office (CDAO), with the Army taking over future contracting, signaling a more centralized AI strategy.
🔹Commercial Dominance: This move solidifies Palantir’s position as a defense "Prime," with its market value now approaching $360 billion following a string of multi-billion dollar awards.

Despite concerns regarding autonomous targeting, the Pentagon maintains that Maven is a decision-support tool, ensuring "human-in-the-loop" authority remains the cornerstone of lethal decisions.

First Anduril, now Palantir. The strategic transformation continues to gain momentum.

$PL's revenue mix tells you everything.

Defense & Intelligence: 59% of revenue. Growing 50%+ YoY.
Civil Government: 23%.
Commercial: 18%.

This is a defense company now. Full stop.

And the geography split matters too:
EMEA is 34% of revenue.
North America 43%.

European defense spending is accelerating - Sweden just signed a 9-figure satellite services deal. NATO renewed. Germany expanded.

The same tailwind driving $ONDS, $KRKNF, and the broader defense ecosystem is driving $PL.

Except $PL just crossed the profitability threshold. $53M free cash flow. $640M cash. $900M backlog.

The space-defense convergence isn't coming. It already happened. The revenue mix proves it.

This name is just getting started I believe.