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?

The 10 most valuable private companies in America are worth $3.1 trillion combined. Not a single one existed 25 years ago.

We're either witnessing the fastest wealth creation in human history or the biggest bubble. Either way you should be paying attention.

💥BREAKING; RUSSIA to send 'upgraded' versions of Shahed drones used against UKRAINE to Iran.

According to recent reports from Western intelligence cited by the Financial Times and other outlets, Russia has begun delivering or is close to completing shipments of upgraded Shahed-type drones to Iran.

🚨 Do you understand what happened today..

> Iran threatened to block the Strait of Hormuz.. the chokepoint for 20% of global oil

> America has fired 850+ Tomahawk missiles at Iran in 4 weeks.. Pentagon officials are "alarmed" because they're running out

> Iran-linked hackers broke into FBI Director Kash Patel's personal email.. published his photos, resume, and 15 years of private data.. DOJ confirmed it's real

> Handala put his name on "the list of successfully hacked victims".. publicly

> Trump paused strikes on Iranian power plants to calm markets.. the bond market laughed.. 10-year Treasury hit 4.48%.. crisis territory

> Trump is now "getting a little bored with Iran" and wants to move on.. 850 missiles.. billions spent.. people dying.. bored

> Russia banned all gasoline exports starting April 1st

> Qatar declared force majeure on LNG contracts to Italy, Belgium, South Korea, and China.. 20% of global LNG supply.. cancelled

> UBS froze $469M in a real estate fund.. investors locked out for 3 years

> Congress left TSA workers without a paycheck.. Trump signed an executive order to fix it.. the one he could have signed the whole time

> and while the world was on fire.. the White House launched a smartphone app so Trump can talk to Americans "without the noise".. the noise being the press

all of this happened in ONE day..

the news cycle moved on after each headline.. but it all connects..

$ONDS THE THOR SYSTEM BY MISTRAL + ELBIT SYSTEMS JUST RECEIVED A 1-YEAR $20M CONTRACT FROM THE DEPARTMENT OF WAR 🔥🔥🔥

Here’s a better look at Thor 👀

Another incredible capability added to the Ondas stack.

No matter what the short term price action does, Ondas is a sovereign defense prime in the making.

Btw, who noticed the Roboteam UGV?

❗️ Naval Deployments across the Mediterranean Sea and the Middle East.

US 🇺🇸: 29 Warships deployed and 7 more on transit
EU 🇪🇺: 18 Warships deployed
UK 🇬🇧: 2 Warships
UN 🇺🇳: 2 Warships

Note: Pakistan 🇵🇰 and India 🇮🇳 also maintain some warships close to the Straits of Hormuz.

#IranWar‌ #USN #EU #Iran #EpicFury

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

$PANW CEO just bought $10M worth of stock at ~$147 per share.

🇺🇸 ~4000 Tomahawks were in inventory, so this would be 21% of that.

Not a trivial amount, but not an insurmountable replacement requirement.

Tomahawk production capacity is 600/year, increasing to 1000/year. The Navy needs to place the orders. Their procurement has been anemic.

🤫 China hasn't said a word

But a decade of data just told you everything

🇨🇳 US Treasuries held:
2013: $1.32 trillion
2024: $682 billion

Gone: $640 billion

🥇 #Gold reserves:
2013: 1,054 tonnes
2024: 2,309 tonnes

More than x2

The ratio says it all:
2013 10 cents of gold per dollar of Treasuries
2024 57 cents of gold per dollar of Treasuries

Less paper... More metal

You don't need a press conference to send a signal.

Sometimes the balance sheet says everything.

This is absolutely terrifying to me...

The only reason you would need millions of tactical drones per year is if you were fighting WW3

Drone bros are the new AI bros

This was a warning from 2017 about what was coming...

The drone arms race is not just about surveillance.

It is about precision strike.

And one category is transforming the battlefield faster than almost any other:

Loitering munitions.

These systems combine:

• ISR
• target identification
• precision strike

All in a single platform.

Unlike traditional missiles, loitering munitions can:

• search for targets
• confirm identification
• abort or re-attack
• strike with precision

Modern examples include:

• Switchblade systems
• HERO family
• ALTIUS platforms
• Warmate drones

Why militaries are adopting them rapidly:

• lower cost than many guided munitions
• deployable by small units
• precision strike without heavy logistics
• scalable across modern battlefields

The result is a new class of weapon sitting between a drone and a missile.

Modern warfare is being reshaped by small drones and loitering munitions.

Few companies sit closer to that transformation than #aerovironment .

$AVAV AeroVironment pioneered many of the tactical systems now used on battlefields worldwide:

• Switchblade loitering munitions

• Puma reconnaissance drones

• Raven battlefield UAVs

These platforms give frontline units capabilities that once required aircraft or artillery:

• real-time ISR

• organic precision strike

• rapid battlefield awareness

Demand has accelerated as militaries adapt to lessons from modern conflicts.

But the investment case is more complex than the narrative alone.

Key questions investors must consider:

• Can AeroVironment maintain technological leadership?

• How durable are defense procurement cycles?

• Will competition intensify as the drone market expands?

Are great powers built by armies… or by economies?

History suggests the answer is clear.

Military strength has almost always followed economic strength.

From Rome to Britain to the United States and now China, the pattern repeats:

• Rome built power through taxation, resources, and control of Mediterranean trade
• Britain used industrialization, finance, and naval dominance to project global power
• The United States combined industrial scale, technological leadership, and the dollar system
• China is rising on manufacturing depth and state-directed industrial capacity

Across 2,500 years of history, the lesson is consistent:

Armies fight wars.

But industry, resources, and finance determine who can sustain them.

The strongest military powers are usually those with:

• the deepest industrial base
• access to strategic resources
• resilient logistics and energy systems
• credible financial systems
• technological leadership

When military commitments grow faster than the economy supporting them, empires eventually weaken.

$SIVE 🔥
This tiny $290M laser supplier is already feeding high-performance DFB laser arrays straight into $MRVL CPO programs and Jabil transceiver ramps.

Hyperscalers like $AMZN and $MSFT are hitting the copper wall hard. The only way to keep scaling AI clusters is Co-Packaged Optics - and Sivers’ precision lasers are literally designed into the next-gen supply chain.

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