$UMAC $ONDS $RDW $KTOS $AVAV | Drone companies Destinus and Quantum Systems align financial advisers for major public listings as early as 2027.

Backed by booming state military demand, these European drone developers target combined valuations exceeding €11B.

99% of people just missed this in the new Opus 4.8 release notes.

In the coming weeks, Anthropic is releasing a MYTHOS-level model to the public.

The same model that found hundreds of critical vulnerabilities in top companies' software.

Is this even legal to make public?

You can now spin up HUNDREDS of Claude subagents?

This new feature is the most powerful feature Anthropic has ever shipped.

Dynamic workflows run scripts that can deploy tens to hundreds of parallel subagents in a single session.

Here's how to deploy these new dynamic workflows (explained in 60 seconds):

1. Open Claude Code CLI, Desktop, or VS Code extension

(must be on Max, Team, or Enterprise plan)

2. Turn on Auto Mode

This is required for the best experience with dynamic workflows.

(shift + tab to cycle)

3. Pick your starting method:

Option A: Ask Claude directly

"Create a workflow for [your task]."

Option B: Turn on Ultracode

Found in the effort menu. Sets effort to xhigh and lets Claude decide automatically when to spin up a workflow.

4. Confirm the run

The first time a workflow triggers, Claude shows you exactly what's about to run and asks you to confirm before anything starts.

5. Let it run

Claude breaks your task into subtasks, fans them out across parallel subagents, checks every result before folding it in, and hands you back a single

The best use cases right now:

- Codebase-wide bug hunts and security audits
- Large migrations touching hundreds of files
- Any critical work needs to be independently verified before it reaches you

Work you'd normally plan in quarters now finishes in days.

Save this and deploy your first workflow now.

Question:

How many companies are growing revenue more than 10x YoY while building exposure to:

→ autonomous systems
→ defense technology
→ AI infrastructure
Now add a bullish pennant directly under breakout levels.
That's why $ONDS keeps showing up on my radar.

Jensen Huang admitted that he missed Anthropic, and today it just closed at a $965 billion valuation (Save this).

As Jensen put it, he didn't deeply internalize how difficult it would be to build a foundation AI lab like Anthropic.

He assumed they could just raise from VCs like any other company.

"A VC would never put in five, ten billion dollars of investment into an AI lab with the hopes of it turning out to be Anthropic. And so that was my miss."

That miss is now a $965 billion company.

Today, Anthropic closed a $65 billion Series H round, the largest private funding round in history with strategic infrastructure partners including Samsung, SK Hynix, and Micron, and institutional investors including Altimeter, Sequoia, Blackstone, and Baillie Gifford all piling in.

Just three months ago Anthropic was valued at $380 billion, and before that $61 billion, the same company Jensen couldn't write the check for when it mattered.

What makes Jensen's admission so striking is why the capital was needed in the first place.

Anthropic was not raising to hire salespeople or run marketing campaigns, it was raising to buy compute at the scale required to train foundation models.

The compute suppliers Google, AWS, and now NVIDIA itself had to become investors because there was no other mechanism to guarantee the level of spend these labs required.

"I'm not going to make that same mistake again," Jensen said.

NVIDIA is now an investor in both OpenAI and Anthropic.

And it's also important to Claude's run-rate revenue crossed $47 billion today, up from $9 billion just six months ago, which means they are going to need massive amount of compute.

And who will they go to, it's to the Neoclouds and I expect a deal between Anthropic and Nebius soon.

$NBIS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt #AI

This is Nvidia’s list of partners for next-gen 800V power architecture.

$NVTS Navitas
Mediatek
Delta Electronics
$STM STMicroelectronics
$AOSL Alpha & Omega Semiconductors
$FLEX Flex
$POWI Power Integrations
$ON onsemi
$IFX Infineon
$VRT Vertiv
$TXN Texas Instruments
$MPWR Monolithic Power
$GEV GE Vernova
$ADI Analog Devices
LITE-ON Technology
$ABBN ABB
BizLink
$ETN Eaton
$SU Schneider Electric
$SIE Siemens
Innoscience

Anthropic is about to join the $1 trillion club as the rush to IPO AI companies intensifies.

That's a big boom...

Jeff Bezos' Blue Origin rocket explodes in spectacular fashion.

Everyone hated $SPCE at $2.

Everyone ignored it at $3.

Now the chart just broke the downtrend with the biggest volume seen in months.

The moment retail realizes:

→ flight testing is approaching
→ cash burn is falling
→ survival odds keep improving

this moves from “dead company” to “turnaround story”.

That’s usually where the biggest moves happen. What a performance 💰💰

Is it time to start looking at $PLTR again?

After a massive run from $20 to over $200, the stock spent months consolidating and shaking out weak hands.

Now:

- Higher lows are forming
- Bullish pennant developing
- RSI divergence improving
- TTM Squeeze momentum turning higher
- OBV trend remains intact

The next major move often comes when everyone gets bored.

Palantir remains one of the strongest AI infrastructure names in the market.

Worth watching closely.

$ORCL just reclaimed a major resistance level around $200.

This isn’t just another software stock.

Oracle has become one of the biggest beneficiaries of the AI infrastructure buildout through cloud, data centers and enterprise AI demand.

Technically:

- Breakout on strong volume
- TTM Squeeze expanding
- Momentum accelerating
- Weekly trend turning higher

If AI CapEx continues exploding, Oracle could be one of the most overlooked mega-cap winners of this cycle.

Remember when nobody cared about $VIVO?

Since the post:

✔ Trendline broken
✔ Momentum exploded
✔ OBV continues making highs
✔ Buyers keep stepping in

The market cap is still tiny compared to the size of the electrification opportunity.

AI may be the headline…

But power infrastructure is what makes the AI revolution possible.

Follow the money.

Follow the charts.

#AI #PowerInfrastructure #Electrification #EnergyTransition

$ASTI

+46% this week.

At some point it’s no longer a bounce.

It’s a breakout.

- Resistance reclaimed
- Volume confirming
- OBV rising
- Weekly structure turning bullish

Everyone is chasing AI.

I’m watching the companies that help power the future.

Energy.
Infrastructure.
Electrification.

The chart is speaking.

$RGTI update

6 days ago I said the quantum sector was waking up.

Since then:

- Buyers defended the breakout
- Higher lows continued building
- Momentum re-accelerated
- Volume remained elevated
- The sector stayed strong

And now the weekly chart is starting to look like a classic continuation setup.

The first move took $RGTI from under $1 to nearly $60.

The current consolidation may simply be preparing the next leg.

Quantum is no longer a science project.

It’s becoming part of the next-generation compute infrastructure race.

$KTOS Is quietly becoming one of the most interesting names in the autonomous systems and defense technology space.

While much of the market remains focused on AI software, a massive parallel trend is developing around autonomous warfare, military drones, and next-generation defense infrastructure.

Kratos sits directly at that intersection.

The weekly chart is also starting to improve significantly:

Bullish reclaim of key support around $65

Volume returning

Momentum turning higher

RSI strengthening

OBV showing renewed accumulation

After months of correction, the stock appears to be building a new base while investors begin rotating back into defense and autonomy themes.

The AI race needs compute.

The defense race needs autonomous systems.

KTOS is positioned to benefit from both.

If buyers continue defending current levels, this recovery may be only the beginning of a much larger move.

#KTOS #AI #Drones #DefenseTech #AutonomousSystems #MilitaryTech #Investing #Stocks #Technology #FutureWarfare

I recently hired Claude as my personal CFO, and it's been the best thing I've done for my finances in years.

It operates as a McKinsey-level analyst across all my financial data, context, and goals.

If you want to level up your finances, inject this prompt into Claude Code:

Over the past three years:

Anthropic valuation: +23,400% (235x)

OpenAI valuation: +2,840% (29x)

SpaceX valuation: +1,200% (12.5x)

$4T in combined market cap is set to hit the markets in 2026.

🇺🇸 Bezos spent years building a rocket to launch Amazon's internet satellite network.

Last night, Blue Origin's New Glenn rocket blew up its only launchpad.

The fireball badly damaged the pad and equipment.

Rocket science is hard, indeed.

Bezos spent years and billions to close the gap with SpaceX.

Tonight that gap got wider.

Nvidia CEO Jensen Huang: “Every engineer is going to have and manage hundreds of agents"

The engineers who treat their agents like a small distributed team and create simple methods to manage them will be the ones that succeed.