$LIDR $OUST $AEVA 🔥
Been digging deeper into 4D Physical AI and World Models after Jensen’s comments - LIDAR is the real bottleneck.
Physical AI (robots, humanoids, AVs, drones, smart factories) needs true 3D world understanding that actually works in the real world.
Cameras alone fail at night, fog, rain or glare and don’t give reliable depth + velocity. LIDAR delivers precise point clouds with instant speed data and all-weather reliability. It’s the nervous system for safe, scalable autonomy and embodied AI.
This market is exploding as the next big supply-chain shift after chips and batteries.
Here are my top 3 LIDAR plays I’m watching closest for the Physical AI boom.
$LIDR
Software-defined iDAR that adaptively scans only what matters (up to 3000× faster revisit rates). Apollo already hits 1 km, new Stratos pushes to 1.5 km detection, even through windshields and bad weather. Phone-sized but insanely intelligent. Perfect for trucks, highways and high-speed autonomy where seeing far ahead is everything. This isn’t dumb ranging - it’s smart vision built in.
$OUST
The rugged digital solid-state workhorse for real-world robotics and infrastructure. True 360° vision, built tough for warehouses, robot fleets and smart cities. Just picked up StereoLabs to stack full perception (lidar + AI vision).
Gemini software platform = recurring revenue. Diversified beyond autos and heading toward profitability fast. The all-rounder that actually makes physical robots “see” reliably day in, day out.
$AEVA
The 4D FMCW leader, doesn’t just measure distance - gives instant velocity per point via Doppler shift + ultra-high resolution. No ghosting, no interference. Brand-new Omni sensor is purpose-built for short-range Physical AI (robots, drones, factories) while Atlas integrates into windshields with big NVIDIA DRIVE ties. This tech makes tracking, classification and deterministic decisions way safer and faster - exactly what World Models need.
These three US companies aren’t just selling sensors - they’re building the actual eyes + brain for the robotics/AI explosion.
Fundamentals are still early/venture-like, but if Physical AI takes off like I expect, the upside is stupid.
Been digging deeper into 4D Physical AI and World Models after Jensen’s comments - LIDAR is the real bottleneck.
Physical AI (robots, humanoids, AVs, drones, smart factories) needs true 3D world understanding that actually works in the real world.
Cameras alone fail at night, fog, rain or glare and don’t give reliable depth + velocity. LIDAR delivers precise point clouds with instant speed data and all-weather reliability. It’s the nervous system for safe, scalable autonomy and embodied AI.
This market is exploding as the next big supply-chain shift after chips and batteries.
Here are my top 3 LIDAR plays I’m watching closest for the Physical AI boom.
$LIDR
Software-defined iDAR that adaptively scans only what matters (up to 3000× faster revisit rates). Apollo already hits 1 km, new Stratos pushes to 1.5 km detection, even through windshields and bad weather. Phone-sized but insanely intelligent. Perfect for trucks, highways and high-speed autonomy where seeing far ahead is everything. This isn’t dumb ranging - it’s smart vision built in.
$OUST
The rugged digital solid-state workhorse for real-world robotics and infrastructure. True 360° vision, built tough for warehouses, robot fleets and smart cities. Just picked up StereoLabs to stack full perception (lidar + AI vision).
Gemini software platform = recurring revenue. Diversified beyond autos and heading toward profitability fast. The all-rounder that actually makes physical robots “see” reliably day in, day out.
$AEVA
The 4D FMCW leader, doesn’t just measure distance - gives instant velocity per point via Doppler shift + ultra-high resolution. No ghosting, no interference. Brand-new Omni sensor is purpose-built for short-range Physical AI (robots, drones, factories) while Atlas integrates into windshields with big NVIDIA DRIVE ties. This tech makes tracking, classification and deterministic decisions way safer and faster - exactly what World Models need.
These three US companies aren’t just selling sensors - they’re building the actual eyes + brain for the robotics/AI explosion.
Fundamentals are still early/venture-like, but if Physical AI takes off like I expect, the upside is stupid.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The world's largest shipping company just became the world's largest crude tanker operator.
Most people know MSC from container ships.
The Aponte family built the most powerful private shipping empire on earth from scratch.
Now they've added crude tankers
50% stake in Sinokor Petrochemical.
118-130 VLCCs.
17-24% of the global spot crude tanker market.
Why now? The timing is everything.
VLCC spot rates:
Peak 2026: $100,000/day 🚀
Expected average: $55,000-65,000/day
Thin orderbook. No new supply coming.
3 reasons this deal is genius 👇
1️⃣ Direct Hormuz leverage
Every closed strait. Every rerouted barrel. Every sanctioned tanker = higher VLCC rates = pure cash.
2️⃣ Perfect cyclical hedge
Containers weak? VLCCs strong.
Msc just weatherproofed his entire empire.
3️⃣ Absolute market power
Sinokor controlled nearly ALL prompt VLCCs from the US Gulf for weeks.
US Gulf→China: $17.3M per voyage. Highest since 2020.
The energy war created chaos for everyone.
Except the people who own the ships 🛢️⚓
Most people know MSC from container ships.
The Aponte family built the most powerful private shipping empire on earth from scratch.
Now they've added crude tankers
50% stake in Sinokor Petrochemical.
118-130 VLCCs.
17-24% of the global spot crude tanker market.
Why now? The timing is everything.
VLCC spot rates:
Peak 2026: $100,000/day 🚀
Expected average: $55,000-65,000/day
Thin orderbook. No new supply coming.
3 reasons this deal is genius 👇
1️⃣ Direct Hormuz leverage
Every closed strait. Every rerouted barrel. Every sanctioned tanker = higher VLCC rates = pure cash.
2️⃣ Perfect cyclical hedge
Containers weak? VLCCs strong.
Msc just weatherproofed his entire empire.
3️⃣ Absolute market power
Sinokor controlled nearly ALL prompt VLCCs from the US Gulf for weeks.
US Gulf→China: $17.3M per voyage. Highest since 2020.
The energy war created chaos for everyone.
Except the people who own the ships 🛢️⚓
🇨🇭 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.
The Counter-Drone Kill Chain:
📡 Detect → DroneShield, AXON (Dedrone)
🎯 Track & Classify → DroneShield AI, $KTOS
📻 Cyber Defeat → $ONDS (Sentrycs), D-Fend
⚡ Directed Energy → $KTOS, Epirus (pre-IPO)
🛡️ Kinetic Intercept → $ONDS, $RCAT, $AVAV
🧠 Command & Control → DroneShield, $AXON
$2B → $70B by 2034.
Nobody was mapping this. Now you have the map.
📡 Detect → DroneShield, AXON (Dedrone)
🎯 Track & Classify → DroneShield AI, $KTOS
📻 Cyber Defeat → $ONDS (Sentrycs), D-Fend
⚡ Directed Energy → $KTOS, Epirus (pre-IPO)
🛡️ Kinetic Intercept → $ONDS, $RCAT, $AVAV
🧠 Command & Control → DroneShield, $AXON
$2B → $70B by 2034.
Nobody was mapping this. Now you have the map.
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A startup called Inversion has introduced Arc, a space-based vehicle designed to deliver cargo anywhere on Earth in under an hour.
It can travel at Mach 25 during re-entry, store cargo in orbit for up to 5 years, and land autonomously using an AI-guided system.
Built with support from NASA Ames Research Centre, it will first serve defence missions, with full global delivery operations planned by 2028.
It can travel at Mach 25 during re-entry, store cargo in orbit for up to 5 years, and land autonomously using an AI-guided system.
Built with support from NASA Ames Research Centre, it will first serve defence missions, with full global delivery operations planned by 2028.
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UBTECH Walker S2: Autonomous Battery Swapping
Each battery provides a runtime of 4 hours.
The Walker S2 has already been deployed in batches for applications across various sectors, including factories, warehouses, and data collection centers.
Each battery provides a runtime of 4 hours.
The Walker S2 has already been deployed in batches for applications across various sectors, including factories, warehouses, and data collection centers.
🇨🇭 Global One SI - Prompt
Now about SpaceX's plans to deploy a million sats 🔥 ...and Jeff Bezos' claims it will take centuries With 12 Starship launches a day in a few years from now, deploying 60 sats per go SpaceX can literally deploy a million sats in under 5 years Blue Origin…
🇺🇸 SpaceX just launched a Falcon 9 from California carrying 25 more Starlink satellites to expand its internet network.
Another step in building out global coverage from low Earth orbit.
At this point, it’s basically just another day at the launch pad.
Another step in building out global coverage from low Earth orbit.
At this point, it’s basically just another day at the launch pad.
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‼️🇺🇸The United States is investing around $130 billion to replace analog nuclear missile systems with digital ones.
Experts warn that adding AI and network connectivity could increase the risk of cyber attacks or hacks, potentially exposing critical systems.
Does modernization justify the added cyber risk in nuclear security?
Experts warn that adding AI and network connectivity could increase the risk of cyber attacks or hacks, potentially exposing critical systems.
Does modernization justify the added cyber risk in nuclear security?
🇨🇭 Global One SI - Prompt
Foldable solar panels expand quickly to provide temporary off-grid electricity
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✨🇨🇳This is a mobile photovoltaic (PV) power station in China. It can be quickly deployed to generate electricity using solar energy, showcasing new energy technology in action.
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High-Momentum Leaders: 19 Stocks Showing Expanding Relative Strength
$PL — Aerospace & Defense
$CF — Agricultural Inputs
$CRCL — Capital Markets
$CIEN — Communication Equipment
$LITE — Communication Equipment
$SNDK — Computer Hardware
$STX — Computer Hardware
$WDC — Computer Hardware
$APA — Oil & Gas E&P
$FTI — Oil & Gas Equipment & Services
$VG — Oil & Gas Midstream
$LNG — Oil & Gas Midstream
$AXTI — Semiconductor Equipment & Materials
$TSEM — Semiconductors
$FSLY — Software - Application
$NBIS — Software - Infrastructure
$SEDG — Solar
$LYB — Specialty Chemicals
$GEV — Specialty Industrial Machinery
$PL — Aerospace & Defense
$CF — Agricultural Inputs
$CRCL — Capital Markets
$CIEN — Communication Equipment
$LITE — Communication Equipment
$SNDK — Computer Hardware
$STX — Computer Hardware
$WDC — Computer Hardware
$APA — Oil & Gas E&P
$FTI — Oil & Gas Equipment & Services
$VG — Oil & Gas Midstream
$LNG — Oil & Gas Midstream
$AXTI — Semiconductor Equipment & Materials
$TSEM — Semiconductors
$FSLY — Software - Application
$NBIS — Software - Infrastructure
$SEDG — Solar
$LYB — Specialty Chemicals
$GEV — Specialty Industrial Machinery
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JPMorgan Dimon: t AI could create a four-day work week in the future
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🇨🇭 Global One SI - Prompt
JPMorgan Dimon: t AI could create a four-day work week in the future
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🚨 Do you understand what Jamie Dimon just said on camera..
the CEO of JPMorgan.. the biggest bank on earth.. just said your kids are going to work 3.5 days a week and live to 120..
sounds beautiful right..
then he said AI has 600 use cases inside JPMorgan already.. 50 he considers "important".. risk, fraud, underwriting, marketing,. note-taking.. error reporting..
he said companies need to think about how they handle the layoffs... and the government should think about retraining,.. relocation nd reskilling people at 40 and 50..
the same man whose bank said $40 to $150 billion in loans could collapse because AI is replacing the workers who pay them back... is now telling you it's going to be "wonderful"..
he's preparing for a world where you work less.. earn less.. and need the government to retrain you for a job that doesn't exist yet...
and he called it a wonderful thing.. because for JPMorgan.. it is.
the CEO of JPMorgan.. the biggest bank on earth.. just said your kids are going to work 3.5 days a week and live to 120..
sounds beautiful right..
then he said AI has 600 use cases inside JPMorgan already.. 50 he considers "important".. risk, fraud, underwriting, marketing,. note-taking.. error reporting..
he said companies need to think about how they handle the layoffs... and the government should think about retraining,.. relocation nd reskilling people at 40 and 50..
the same man whose bank said $40 to $150 billion in loans could collapse because AI is replacing the workers who pay them back... is now telling you it's going to be "wonderful"..
he's preparing for a world where you work less.. earn less.. and need the government to retrain you for a job that doesn't exist yet...
and he called it a wonderful thing.. because for JPMorgan.. it is.
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