🇨🇭 Global One SI - Prompt
Photo
$VELO has 25 machines inside SpaceX, is qualified on the Raptor 4 engine, and is actively working with Anduril.
The Sapphire printer can produce metal parts that most manufacturing technology simply cannot, and it is the only metal 3D printer certified to connect directly to the DoD's classified network.
The Navy, Army, Air Force, Lockheed Martin, General Dynamics, and Kratos are all already customers.
That customer stack took years to build and cannot be replicated quickly by a competitor.
So why is the market cap sitting under $250 million?
The company went through a brutal restructuring, carries a history of losses, and the broader market has not caught up to how much the business has changed.
The financials are still messy and most investors stop there, as they tend to look backward. But the customer list tells a completely different story.
> You do not get 25 machines inside SpaceX by accident.
> You do not get qualified on Raptor 4 without passing the most demanding engineering scrutiny in the private space industry.
> You do not get embedded across Anduril programs without DoD-grade trust.
> + The CEO personally acquired and converted $5 million of debt into equity at $16.38 per share, a significant premium to market, and overall debt was cut by 60% to roughly $10 million.
If the price stays this low, I think the company becomes an attractive acquisition target.
The Sapphire printer can produce metal parts that most manufacturing technology simply cannot, and it is the only metal 3D printer certified to connect directly to the DoD's classified network.
The Navy, Army, Air Force, Lockheed Martin, General Dynamics, and Kratos are all already customers.
That customer stack took years to build and cannot be replicated quickly by a competitor.
So why is the market cap sitting under $250 million?
The company went through a brutal restructuring, carries a history of losses, and the broader market has not caught up to how much the business has changed.
The financials are still messy and most investors stop there, as they tend to look backward. But the customer list tells a completely different story.
> You do not get 25 machines inside SpaceX by accident.
> You do not get qualified on Raptor 4 without passing the most demanding engineering scrutiny in the private space industry.
> You do not get embedded across Anduril programs without DoD-grade trust.
> + The CEO personally acquired and converted $5 million of debt into equity at $16.38 per share, a significant premium to market, and overall debt was cut by 60% to roughly $10 million.
If the price stays this low, I think the company becomes an attractive acquisition target.
✍1
🇺🇸 Every piece of US paper currency since 1861 has carried the Treasurer's signature.
Yesterday the Treasury ended that tradition. Trump's signature will replace it. First sitting president to sign American money. Ever.
Six days earlier, French prosecutors raided Edmond de Rothschild's Paris offices. Epstein documents. UN Security Council briefings sent to a convicted sex offender from inside one of the oldest banks in Europe.
Old money gets searched. New money gets signed.
During the same week.
Then Trump revealed 10 oil tankers passed through the Strait of Hormuz under Pakistani flag. Iran's incoming leadership proving the transition is working.
Bessent at the Cabinet meeting: "Short-term volatility for 50 years of safety on the other side of this."
The man who put the President's name on the currency. Telling you the timeframe. Fifty years.
Inside Iraq, 88-90 IRGC cells eliminated. HCL moving through parliament during a war.
Pipelines flowing through Syria and Jordan. $107 oil on a $70 breakeven. $40.8 billion in US Treasury bonds accumulated in 12 months.
The signature isn't commemorative. It's a timestamp.
Historical times we are living in.
Connecting the dots the others miss..
Yesterday the Treasury ended that tradition. Trump's signature will replace it. First sitting president to sign American money. Ever.
Six days earlier, French prosecutors raided Edmond de Rothschild's Paris offices. Epstein documents. UN Security Council briefings sent to a convicted sex offender from inside one of the oldest banks in Europe.
Old money gets searched. New money gets signed.
During the same week.
Then Trump revealed 10 oil tankers passed through the Strait of Hormuz under Pakistani flag. Iran's incoming leadership proving the transition is working.
Bessent at the Cabinet meeting: "Short-term volatility for 50 years of safety on the other side of this."
The man who put the President's name on the currency. Telling you the timeframe. Fifty years.
Inside Iraq, 88-90 IRGC cells eliminated. HCL moving through parliament during a war.
Pipelines flowing through Syria and Jordan. $107 oil on a $70 breakeven. $40.8 billion in US Treasury bonds accumulated in 12 months.
The signature isn't commemorative. It's a timestamp.
Historical times we are living in.
Connecting the dots the others miss..
✍1
▪️Market expectations (Fed rate):
- PAUSE until December 2027.
▪️Bowman, Fed:
- It's too early to say what a war in Iran would mean for the Fed.
- I expect strong economic growth this year.
- Kevin Warsh will have a strong influence on the Fed if he is confirmed.
- I still expect three rate cuts in 2026.
▪️Waller, Fed:
- The closure of the Strait of Hormuz would mean increased inflationary pressure.
- Oil prices will remain high for several months, which will eventually affect core inflation.
- There's no need to consider a rate hike right now.
▪️Goolsbee, Fed:
- A new shock in the markets is clearly disrupting the Fed's plans, even before that, inflation remained
- Inflation should now be a slightly higher priority than employment.
▪️Miran, Fed:
- A Fed rate hike may be needed, depending on macro data. My base forecast still assumes a rate cut.
- I don't see any impact of the oil shock on inflation expectations.
- The Fed's rate is currently about 1% above the neutral level, and it needs to be lowered to the neutral zone this year.
- I'm very optimistic about stablecoins: they will be more deeply integrated into the dollar ecosystem.
▪️Daly, Fed:
- If the war ends quickly, its impact on the economy will be short-lived. In such a situation, it's best to openly acknowledge the uncertainty.
▪️Paulson, Fed:
- A war in Iran poses risks to both economic growth and inflation.
Please open Telegram to view this post
VIEW IN TELEGRAM
👀1
TOP 3 BIOTECH 2026 🔥
$HIMS just got the ultimate de-risking move: a massive partnership with Novo Nordisk to offer branded Wegovy, Ozempic, and the full GLP-1 lineup. They’re shifting from compounded versions to premium FDA-approved drugs while keeping the telehealth flywheel spinning.
$IBRX is the commercial-stage immunotherapy rocket you’ve been sleeping on. ANKTIVA delivered 700% YoY revenue growth in 2025 to $113M (Q4 alone $38M, +20% QoQ). It’s now approved in the US, UK, EU, Saudi Arabia + Macau - that’s 33 countries for BCG-unresponsive bladder cancer. First-ever approval for metastatic NSCLC in Saudi Arabia just dropped, with launch in weeks. Fresh sBLA resubmission to FDA for papillary disease, NCCN guidelines update, and a pivotal BCG-naïve trial fully enrolled with strong interim data. Pipeline across 10+ tumor types is firing on all cylinders.
$NAUT is the stealth proteomics play that’s about to go mainstream. They just unveiled the Voyager platform - can decode 10 billion proteins/proteoforms in one run. Proteomics is the next genomics and Nautilus is positioned to own the next-generation platform.
$HIMS just got the ultimate de-risking move: a massive partnership with Novo Nordisk to offer branded Wegovy, Ozempic, and the full GLP-1 lineup. They’re shifting from compounded versions to premium FDA-approved drugs while keeping the telehealth flywheel spinning.
$IBRX is the commercial-stage immunotherapy rocket you’ve been sleeping on. ANKTIVA delivered 700% YoY revenue growth in 2025 to $113M (Q4 alone $38M, +20% QoQ). It’s now approved in the US, UK, EU, Saudi Arabia + Macau - that’s 33 countries for BCG-unresponsive bladder cancer. First-ever approval for metastatic NSCLC in Saudi Arabia just dropped, with launch in weeks. Fresh sBLA resubmission to FDA for papillary disease, NCCN guidelines update, and a pivotal BCG-naïve trial fully enrolled with strong interim data. Pipeline across 10+ tumor types is firing on all cylinders.
$NAUT is the stealth proteomics play that’s about to go mainstream. They just unveiled the Voyager platform - can decode 10 billion proteins/proteoforms in one run. Proteomics is the next genomics and Nautilus is positioned to own the next-generation platform.
🇨🇭 Global One SI - Prompt
$AVAV/USD H2 #Indicator #Signal #Trading #GlobalOneAI
The Army recently awarded a contract to $AVAV AeroVironment for the company’s new long-range, one-way attack drone called Red Dragon, the Pentagon announced Friday.
👀1
This media is not supported in your browser
VIEW IN TELEGRAM
The Army is entering exclusive negotiations with the $CG Carlyle Group and CyrusOne to build and operate commercial hyperscale data centers on military installations in Texas and Utah, the service announced Thursday.
This media is not supported in your browser
VIEW IN TELEGRAM
The world faces serious crises.
Economies are on the edge of collapse.
Meanwhile, leadership seems distracted.
Economies are on the edge of collapse.
Meanwhile, leadership seems distracted.
Please open Telegram to view this post
VIEW IN TELEGRAM
This media is not supported in your browser
VIEW IN TELEGRAM
So much winning
🇨🇭 Global One SI - Prompt
🇺🇸🇮🇷 BREAKING: The U.S. military has fired over 850 Tomahawk cruise missiles in just four weeks of operations against Iran, a pace that has raised concerns within the Pentagon about rapidly depleting precision-weapon stockpiles and the ability to sustain long…
Navy ships and submarines have fired more than 850 Tomahawk missiles in the first four weeks of Operation Epic Fury. Replenishing inventory after this campaign will take time, and creates near-term risk for the United States.
DATA CENTERS IN SPACE COULD ENABLE GOLDEN DOME
James O’Brien, chief of U.S. Space Command’s global satellite communications and spectrum division, said on-orbit compute power is crucial to making Golden Dome work, and to fielding multi-orbit constellations for other missions, as well.
Speaking on a panel at the Satellite Conference in Washington, D.C., March 26, O’Brien said that while some missions have shifted to low Earth orbit to gain faster data transmission speeds, space-based processing could reduce latency for satellites further from Earth, in medium Earth orbit or geosynchronous orbit.
Asked whether space-based compute will be required for Golden Dome, O’Brien said: "I can’t see it without it."
"You’re talking about a mission set that specifically needs critical information movement," he said. "Anything that reduces that latency is critical to that mission set."
Is SpaceX playing 4D chess?
James O’Brien, chief of U.S. Space Command’s global satellite communications and spectrum division, said on-orbit compute power is crucial to making Golden Dome work, and to fielding multi-orbit constellations for other missions, as well.
Speaking on a panel at the Satellite Conference in Washington, D.C., March 26, O’Brien said that while some missions have shifted to low Earth orbit to gain faster data transmission speeds, space-based processing could reduce latency for satellites further from Earth, in medium Earth orbit or geosynchronous orbit.
Asked whether space-based compute will be required for Golden Dome, O’Brien said: "I can’t see it without it."
"You’re talking about a mission set that specifically needs critical information movement," he said. "Anything that reduces that latency is critical to that mission set."
Is SpaceX playing 4D chess?
👀1