$LUNR: Intuitive Machines selected for upcoming CLPS mission to deliver NASA payloads to the Moon south polar region.

NASA has awarded Intuitive Machines a $180.4 million dollar contract to deliver seven payloads to the Lunar #SouthPole region. 🌕

$KTOS: Kratos scores $447M Space Force award for missile tracking ground system

The Space Force now is planning a "base" constellation of about 30 Resilient MWT MEO satellites. The program is one of three separate missile warning/tracking efforts being managed by the service, all of which are supporting the Trump administration’s ambitious Golden Dome initiative.

The award to Kratos is a follow-on to an original $55 million task order awarded to Parsons Corporation in April 2023 “to develop hardware and software solutions” and “outfit” the Space Operations Center to “enable an Epoch 1 initial launch capability,” an SSC spokesperson told Breaking Defense in an email.

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

$RKLB / $LUNR / $RDW / $VOYG

NASA just handed the commercial space industry its biggest procurement signal in decades.

We are going back to the Moon, and this time to stay.

NASA propose alternate approach for commercial destinations in LEO.

TOP 5 HOTTEST Stocks right now 🔥

$AAOI
$SIVE
$IQE
$SPIR
$LIDR

Still early, massive upside potential 📈

$VELO 3D printing is more important than ever for space and defense companies. And now look at Velo3D’s valuation, along with its strong customers and partnerships 🔥

How can this stock be so undervalued?

#WTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Most people still talk about “drone stocks” as if they all do the same thing.

They do NOT.

The Nasdaq listed drone landscape is splitting into very different categories:

• $KTOS → attritable combat aircraft / CCA

• $AVAV → loitering munitions, tactical ISR, and one of the strongest public counter-UAS stacks

• $ONDS → multi-domain autonomy with layered counter-drone architecture

• $DPRO → FPV and fieldable tactical drone systems Draganfly Inc.

• $RCAT → modular ISR drones with GPS-denied navigation capability

• PARROTPA → resilient micro-UAV ISR for contested environments

And on the counter-drone side, the stack is also fragmenting:

• detection

• electronic warfare

• protocol manipulation

• hard interception

• anti-jam resilience

Key takeaway:

This is no longer a market of “drone companies.”

It is becoming a market of autonomy architectures, ISR systems, and counter-drone chains.

Most people talk about drones, AI and autonomous weapons.

Very FEW talk about the metals that make them possible.

Every autonomous system depends on specific materials:

• #Copper wiring powering motors, sensors, and electronics;

• Rare earth magnets enabling high-efficiency drone propulsion;

• #Gallium and germanium used in radar and communication systems;

• #Silver and gold inside high-reliability electronics;

•#Lithium and nickel powering batteries;

• #Uranium supplying energy for naval propulsion and strategic power systems

Modern warfare is increasingly software-defined.

But software STILL runs on hardware built from MINERALS.

As autonomous systems expand across drones, robotics, sensors and AI-enabled platforms: demand for these strategic materials will only GROW.

The next arms race will not only be about technology but it will also be about who controls the metals behind it.

Empires are not built by armies alone...

They are built on stacks of systems.

Rome’s stack looked like this:

• Natural resources (iron, gold, grain)

• Trade routes and ports

• Roads and logistics

• Monetary system (denarius, aureus)

• Roman legions

Together: these layers allowed Rome to project power across continents for centuries.

Modern powers operate on a similar stack:

• Strategic minerals (copper, rare earths, uranium)

• Global trade networks

• Energy systems

• Digital infrastructure (satellites, data centers)

• Autonomous and defense systems

The technologies changed but the structure of power did not.

War is not just fought on battlefields but also fought in inflation, debt and capital flows.

The economics of war follows a pattern:

1. Energy moves first

Supply disruption → oil higher → everything becomes more expensive

2. Inflation follows

Transport, production and consumer prices rise across the system

3. Governments spend

Deficits expand fast to fund operations and replenish stockpiles

4. Debt increases

More issuance, higher interest burden, tighter long-term constraints

5. Central banks get trapped

Inflation up, growth slowing → limited room to cut rates

6. Markets reprice

Equities, bonds and commodities adjust to a new risk regime

7. #Gold and real assets gain relevance

Not from headlines, but from sustained monetary pressure

The sequence is consistent:

War → Energy → Inflation → Policy → Markets

Understanding this chain matters more than reacting to news flow.

Full framework in the one pager.

NASA is advancing nuclear power and propulsion in space to accomplish President Trump’s national space objectives.

With SR-1 Freedom, launching in 2028, we will demonstrate nuclear electric propulsion and deliver SkyFall helicopters to Mars.

Unitree Robotics just filed to go public on March 20th targeting a $7 billion valuation.

Most people have no idea what this company actually is. Here is why this might be the most important robotics IPO of the decade.

Unitree shipped 5,500 humanoid robots in 2025. Figure AI shipped roughly 150. Agility Robotics shipped roughly 150. Unitree did $246 million in revenue last year, up 335% year over year, and they are actually profitable. Figure AI is valued at $39 billion with near zero revenue and is still private. Unitree wants $7 billion with real numbers.

The price point is what separates them from everyone else. Their G1 humanoid sells for $13,500. Competitors charge $50,000 to $130,000. Their newest R1 humanoid launching in April starts at $4,900. Nothing comparable exists at that price anywhere in the world. They hold roughly 32% of the global humanoid market and 70% of the quadruped market.

The moat is vertical integration. They self develop over 90% of core components including motors, reducers, controllers, sensors, and all software. Real clients include PetroChina, Sinopec, State Grid, and China Mobile. This is not a research project. Product is shipping at scale.

This is listing on China's STAR Market, not Hong Kong, not the US, which makes access extremely difficult for international investors.

The risks are real. The US House Select Committee on the CCP has formally requested Unitree be blacklisted. Their robots appeared in PLA military exercises in 2024. Tariffs have already nearly tripled the US price of the G1. $TSLA Optimus is targeting sub $20,000 pricing with automotive scale manufacturing backed by $NVDA compute. If they execute, the price advantage shrinks fast.

But this is still the only profitable pure play humanoid robotics company in the world growing at 335% a year, valued at a fraction of its loss making peers.

Goldman projects the humanoid market at $38 billion by 2035. Morgan Stanley goes to $5 trillion by 2050. Unitree currently holds the largest market share of any humanoid manufacturer on the planet.

Full breakdown coming soon.

$TSLA $NVDA

Figure 03. Impressive. 🤖🦾

Just a robot tirelessly doing real work...

* Correction: Just a robot tirelessly doing real work as fast as a human.

Brett Adcock says Figure has reached human speed parity in package sorting, matching the 3-second/package average sustained by human workers throughout a full shift.

$RKLB just crossed $2B total backlog.

28 launches sold in Q1 alone - nearly matching all of 2025.

The $190M HASTE hypersonic contract is the largest launch deal they've ever signed.

Q4 revenue: $180M (record)
Full year: $602M (+38% YoY)
21 launches in 2025 with 100% success rate
84 total Electron missions and counting

The stock is down 29% from January highs.

At some point, execution has to matter.