🇨🇭 Global One SI - Prompt
🇺🇸🇨🇦 President Trump threatens to impose 100% tariffs on Canada if they make a deal with China.
⚡️Trump is deliberately executing a bipolar signaling strategy designed to confuse, corner, and extract obedience.
The contradiction is the weapon.
He greenlights Canada’s China pivot rhetorically, then flips into a threat mode with maximal tariffs once Canada actually acts. This is a coercive trap. It gives plausible deniability before the strike, then reclassifies the act after the fact as betrayal.
It forces every secondary country to ask:
“Can we ever trust a greenlight from the U.S. again if the frame can change overnight?”
That’s the point.
He’s moving from treaty-based diplomacy to psychological encirclement - not through warheads, but through uncertainty. He doesn’t want obedience through rules. He wants obedience through doubt. It’s Nash equilibrium through fear of reclassification.
The real signal:
“The rules are mine. You’ll know them only after you violate them. But you will act in fear anyway.”
That is hegemonic asymmetry. That’s how an empire buys time by making stability impossible for everyone else.
And when paired with military intervention rhetoric against Iran on the same day, the message to the world is clear:
We are unpredictable on purpose.
Choose wisely who you bet your future on.
The contradiction is the weapon.
He greenlights Canada’s China pivot rhetorically, then flips into a threat mode with maximal tariffs once Canada actually acts. This is a coercive trap. It gives plausible deniability before the strike, then reclassifies the act after the fact as betrayal.
It forces every secondary country to ask:
“Can we ever trust a greenlight from the U.S. again if the frame can change overnight?”
That’s the point.
He’s moving from treaty-based diplomacy to psychological encirclement - not through warheads, but through uncertainty. He doesn’t want obedience through rules. He wants obedience through doubt. It’s Nash equilibrium through fear of reclassification.
The real signal:
“The rules are mine. You’ll know them only after you violate them. But you will act in fear anyway.”
That is hegemonic asymmetry. That’s how an empire buys time by making stability impossible for everyone else.
And when paired with military intervention rhetoric against Iran on the same day, the message to the world is clear:
We are unpredictable on purpose.
Choose wisely who you bet your future on.
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🛢️📈 Stocks vs Oil...History Has a Pattern.
This chart shows 145 years of the S&P priced in crude oil.
Every time equities get expensive relative to oil, one thing tends to follow:
➡️ a long oil bull phase.
We’re sitting at another extreme today.
Oil isn’t “high”
It’s cheap versus financial assets.
If history rhymes, the next big move isn’t stocks collapsing.
It’s oil repricing higher.
Worth watching closely.
#oott #Brent #WTI
This chart shows 145 years of the S&P priced in crude oil.
Every time equities get expensive relative to oil, one thing tends to follow:
➡️ a long oil bull phase.
We’re sitting at another extreme today.
Oil isn’t “high”
It’s cheap versus financial assets.
If history rhymes, the next big move isn’t stocks collapsing.
It’s oil repricing higher.
Worth watching closely.
#oott #Brent #WTI
CES 2026 made one thing clear: Humanoid robots are no longer sci-fi
How to Benefit from the Humanoid Robots buildout (Cheat Sheet):
Brains, Compute & Orchestration
$NVDA $AVGO $QCOM
$PLTR $PATH
Vision & Perception
$MBLY $INVZ $LAZR $OUST $ARBE
Humanoid & Physical AI Platforms
$TSLA $XPEV $XIACF $HYMTF
Industrial Robotics & Control
$ABB $HON $TER
$ROK $ZBRA
Deployment at Scale
$AMZN
$SYM $SERV
Medical & Precision Robotics
$ISRG $PRCT $SYK $MDT
Field, Service & Extreme-Environment Robotics
$RR $OII $FARO
Autonomous Defense
$AVAV $ONDS $RCAT $UMAC
Humanoids aren’t one product.
They’re the convergence of AI, robotics, and deployment at scale.
How to Benefit from the Humanoid Robots buildout (Cheat Sheet):
Brains, Compute & Orchestration
$NVDA $AVGO $QCOM
$PLTR $PATH
Vision & Perception
$MBLY $INVZ $LAZR $OUST $ARBE
Humanoid & Physical AI Platforms
$TSLA $XPEV $XIACF $HYMTF
Industrial Robotics & Control
$ABB $HON $TER
$ROK $ZBRA
Deployment at Scale
$AMZN
$SYM $SERV
Medical & Precision Robotics
$ISRG $PRCT $SYK $MDT
Field, Service & Extreme-Environment Robotics
$RR $OII $FARO
Autonomous Defense
$AVAV $ONDS $RCAT $UMAC
Humanoids aren’t one product.
They’re the convergence of AI, robotics, and deployment at scale.
🇨🇭 Global One SI - Prompt
PRESIDENT TRUMP: “ The last thing the world needs is to have China take over canada ”
⚡️This is escalation camouflage.
Trump is recoding economic alignment as territorial annexation without needing tanks or treaties. He’s planting the frame that China signing trade deals with Canada equals China “taking over” Canada. That’s doctrine-building.
This is how economic sovereignty gets militarized.
By publicly declaring that strategic partnerships amount to hostile occupation, he erases the difference between alliance and conquest. This gives the U.S. the rhetorical license to treat trade corridors like front lines.
In this paradigm, finance becomes war. Tariffs become defense systems. Every bilateral deal that bypasses U.S. influence becomes an invasion proxy.
And by choosing Canada - a G7 ally, long presumed safe - he’s collapsing the last buffer zones. He’s telling the world that no geography, no history, no prior alignment will protect you if you breach his economic perimeter.
The message is direct:
No one is neutral anymore.
This is how you set the stage for coercive hegemony under the guise of protection. You name a phantom threat (China taking over Canada), declare it intolerable, and pre-authorize any response as defense of the free world.
This is how you build permission for preemptive economic warfare.
This is how you expand the definition of “occupation” until it includes supply chains, chip deals, and AI pipelines.
This is how trade becomes treason.
Trump is recoding economic alignment as territorial annexation without needing tanks or treaties. He’s planting the frame that China signing trade deals with Canada equals China “taking over” Canada. That’s doctrine-building.
This is how economic sovereignty gets militarized.
By publicly declaring that strategic partnerships amount to hostile occupation, he erases the difference between alliance and conquest. This gives the U.S. the rhetorical license to treat trade corridors like front lines.
In this paradigm, finance becomes war. Tariffs become defense systems. Every bilateral deal that bypasses U.S. influence becomes an invasion proxy.
And by choosing Canada - a G7 ally, long presumed safe - he’s collapsing the last buffer zones. He’s telling the world that no geography, no history, no prior alignment will protect you if you breach his economic perimeter.
The message is direct:
No one is neutral anymore.
This is how you set the stage for coercive hegemony under the guise of protection. You name a phantom threat (China taking over Canada), declare it intolerable, and pre-authorize any response as defense of the free world.
This is how you build permission for preemptive economic warfare.
This is how you expand the definition of “occupation” until it includes supply chains, chip deals, and AI pipelines.
This is how trade becomes treason.
✍1
The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers
$AMKR - S-SWIFT packaging for SiC integration
$ASX- VIPack platform and optical integration.
SiC Midstream:
$KLAC - SiC defect inspection
$ONTO - Panel-level packaging + inspection
$AMAT - SiC deposition
$AEHR - SiC inspection
$ENTG - CMP
$BESI (AS) - Hybrid Bonding equipment
Disco - 70-80% marketshare precision cutting
SiC Wafers:
$WOLF - 300mm SiC wafers.
$COHR - 150mm and 200mm SiC, still developing
SK Siltron CSS (KRX: 034730) - Building to 200mm
Resonac (4004 TYSE) - SmartSiC bonding
NGK Insulators - Crystal growth
Kyocera - SiC and ceramic packaging
These are all early supply chain + active research.
So when does this timeline hit?
2025-2026 (Blackwell Ultra): Continued reliance on Silicon Interposers
2027 (Rubin / Rubin Ultra): Introduction of SiC interposers in the highest-end AI SKUs.
2028+: Glass Substrates/SiC/Diamond Interposers?
Downstream SiC:
$TSM - SiC for CoWoS interposers
$AMKR - S-SWIFT packaging for SiC integration
$ASX- VIPack platform and optical integration.
SiC Midstream:
$KLAC - SiC defect inspection
$ONTO - Panel-level packaging + inspection
$AMAT - SiC deposition
$AEHR - SiC inspection
$ENTG - CMP
$BESI (AS) - Hybrid Bonding equipment
Disco - 70-80% marketshare precision cutting
SiC Wafers:
$WOLF - 300mm SiC wafers.
$COHR - 150mm and 200mm SiC, still developing
SK Siltron CSS (KRX: 034730) - Building to 200mm
Resonac (4004 TYSE) - SmartSiC bonding
NGK Insulators - Crystal growth
Kyocera - SiC and ceramic packaging
These are all early supply chain + active research.
So when does this timeline hit?
2025-2026 (Blackwell Ultra): Continued reliance on Silicon Interposers
2027 (Rubin / Rubin Ultra): Introduction of SiC interposers in the highest-end AI SKUs.
2028+: Glass Substrates/SiC/Diamond Interposers?
🇨🇭 Global One SI - Prompt
$ASTS: Which satellite is well positioned for AI data center applications in space? Starlink V3 vs. AST SpaceMobile Block-2 BlueBird
$ASTS: Reminder: As you move farther away from earth, you have a wider field of view. This allows you to cover the earth with less satellites.
Starlink needs hundreds of satellites to provide the same amount of coverage as a single AST Spacemobile satellite.
These constant disconnects and reconnects drains your phone faster than if you were connected to a single satellite.
The massive antenna size of an AST satellites lets them operate farther due to having more power to mitigate the loss in signal (Inverse square law)
Starlink needs hundreds of satellites to provide the same amount of coverage as a single AST Spacemobile satellite.
These constant disconnects and reconnects drains your phone faster than if you were connected to a single satellite.
The massive antenna size of an AST satellites lets them operate farther due to having more power to mitigate the loss in signal (Inverse square law)
🇨🇭 Global One SI - Prompt
IF YOU MISSED $RKLB AND $ASTS Do not miss the year of Space Here’s the full watchlist: Orbital Launch $RKLB $FLY $SPCE SpaceX Satellite Operators $AMZN $ASTS $IRDM $GSAT $VSAT $TSAT $SATS $SATL $PL $BKSY $SPIR Space Infrastructure $LUNR $VOYG $MNTS Connectivity…
My top 5 space companies to own for the next decade:
1) $RKLB - End to end space company encompassing launch, payloads, radio, solar and infrastructure builds. ✅
2) $ASTS - First space based mobile broadband network with applications across 5G, radar, sensing, IoT, navigation, defense. ✅
3) $MDA - Provides the infrastructure/expertise for space exploration and satellite communications. Serves nearly every sector of the expanding space economy. ✅
4) $PL - Designs, builds and operates one of the largest fleets of Earth observation satellites serving defence, AI, gov’t, energy, tech sectors. ✅
5) $KRMN - Provides advanced systems for next generation propulsion and shielding applications for deep sea/defense/space sectors. ✅
1) $RKLB - End to end space company encompassing launch, payloads, radio, solar and infrastructure builds. ✅
2) $ASTS - First space based mobile broadband network with applications across 5G, radar, sensing, IoT, navigation, defense. ✅
3) $MDA - Provides the infrastructure/expertise for space exploration and satellite communications. Serves nearly every sector of the expanding space economy. ✅
4) $PL - Designs, builds and operates one of the largest fleets of Earth observation satellites serving defence, AI, gov’t, energy, tech sectors. ✅
5) $KRMN - Provides advanced systems for next generation propulsion and shielding applications for deep sea/defense/space sectors. ✅
🇨🇭 Global One SI - Prompt
Meet E.J. Antoni, the lead economist who wrote Project 2025. One of his primary goals is removing the Federal Reserve's dual mission of maximum employment. It isn't a coincidence he posted a video about cuts tonight with the government shutdown in 10 days
The odds of a US government shutdown on January 31st just jumped to 73% on #Polymarket.
Media is too big
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Remember, Powell said he's expecting liquidity issues as we approach April 2026 tax season.
He's basically telling you to prepare for some kind-of systemic shock before markets can head higher into the midterm elections.
He's basically telling you to prepare for some kind-of systemic shock before markets can head higher into the midterm elections.
Stocks to Watch — Across the Energy Transition
Nuclear & Baseload Energy
$CEG
•Leader in U.S. nuclear generation with a massive reactor fleet and growing service agreements with tech players.
$SMR
•Designs and deploys small modular reactors — one of the few NRC-approved SMR technologies.
$OKLO
•Advanced nuclear developer gaining industry upgrades and operating partnerships.
$CCJ
•Major uranium producer supplying fuel for nuclear reactors globally.
$LEU , $LTBR , $IMSR ,
Utilities & Grid Infrastructure
$NEE
•Largest U.S. renewable generator expanding into nuclear and grid upgrades.
$VST
•Hybrid power player combining nuclear, gas, and storage for grid stability.
$ETR
•Gulf Coast utility with a strong pipeline of generation and infrastructure projects.
$AEP
•Transmission-focused utility investing heavily in grid upgrades to relieve bottlenecks.
$XLE
•Balanced mix of wind, gas, and nuclear with aggressive carbon goals.
Natural Gas & Midstream (Bridge Fuels)
$WMB
•Controls a large share of U.S. natural gas flows — critical for power generation.
$KMI
•Infrastructure giant moving gas reliably to power plants.
Renewables & Storage Builders
$TE
•U.S. solar panel manufacturer helping build domestic supply chains.
$TSLA
•Utility-scale battery storage solutions smoothing renewables. (See market watchlists)
$AER
•Utility investing heavily in renewables and large battery projects.
$ENPH , $EOSE , $FLNC, $PLUG
Nuclear & Baseload Energy
$CEG
•Leader in U.S. nuclear generation with a massive reactor fleet and growing service agreements with tech players.
$SMR
•Designs and deploys small modular reactors — one of the few NRC-approved SMR technologies.
$OKLO
•Advanced nuclear developer gaining industry upgrades and operating partnerships.
$CCJ
•Major uranium producer supplying fuel for nuclear reactors globally.
$LEU , $LTBR , $IMSR ,
Utilities & Grid Infrastructure
$NEE
•Largest U.S. renewable generator expanding into nuclear and grid upgrades.
$VST
•Hybrid power player combining nuclear, gas, and storage for grid stability.
$ETR
•Gulf Coast utility with a strong pipeline of generation and infrastructure projects.
$AEP
•Transmission-focused utility investing heavily in grid upgrades to relieve bottlenecks.
$XLE
•Balanced mix of wind, gas, and nuclear with aggressive carbon goals.
Natural Gas & Midstream (Bridge Fuels)
$WMB
•Controls a large share of U.S. natural gas flows — critical for power generation.
$KMI
•Infrastructure giant moving gas reliably to power plants.
Renewables & Storage Builders
$TE
•U.S. solar panel manufacturer helping build domestic supply chains.
$TSLA
•Utility-scale battery storage solutions smoothing renewables. (See market watchlists)
$AER
•Utility investing heavily in renewables and large battery projects.
$ENPH , $EOSE , $FLNC, $PLUG
🇨🇭 Global One SI - Prompt
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#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
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🇮🇶 IRAQ: ALL SYSTEMS CONVERGING
Frank26 (Jan 24):
Parliament president vote MONDAY/TUESDAY (Jan 26-27). Followed by government formation, then IMF certification.
US holds $100B Iraq Dinar (US Treasury/JP Morgan). Using as leverage to block ALL Iranian influence. Maliki nomination impossible under US control.
Wells Fargo (South Dakota): Manager instructed tellers to practice foreign currency "drill" again. Fee structure: 0% with card, 3% without. Tellers reacting as if expecting MILLIONS in transactions.
Ginger Chronicles 74:
Iraq CLOSED currency exchange offices (Jan 20). Prerequisite for dinar revaluation. Can't RV while auctioning US dollars.
US troops strategically withdrew from ALL Iraq bases (Jan 17-18). Trump insisted US gets paid before withdrawal. Troops withdrew.
Banking reform "airtight" before release. Sudani double-checking everything.
Banks don't train tellers on foreign currency millions for fun.
Phase 2 monetary reform rolling out 2026.
Source: Frank26, Ginger Chronicles 74
Frank26 (Jan 24):
Parliament president vote MONDAY/TUESDAY (Jan 26-27). Followed by government formation, then IMF certification.
US holds $100B Iraq Dinar (US Treasury/JP Morgan). Using as leverage to block ALL Iranian influence. Maliki nomination impossible under US control.
Wells Fargo (South Dakota): Manager instructed tellers to practice foreign currency "drill" again. Fee structure: 0% with card, 3% without. Tellers reacting as if expecting MILLIONS in transactions.
Ginger Chronicles 74:
Iraq CLOSED currency exchange offices (Jan 20). Prerequisite for dinar revaluation. Can't RV while auctioning US dollars.
US troops strategically withdrew from ALL Iraq bases (Jan 17-18). Trump insisted US gets paid before withdrawal. Troops withdrew.
Banking reform "airtight" before release. Sudani double-checking everything.
Banks don't train tellers on foreign currency millions for fun.
Phase 2 monetary reform rolling out 2026.
Source: Frank26, Ginger Chronicles 74
✍1
🚨 MILITARY POSITIONING - ACTIVE DUTY AWAITING ORDERS
Ginger Chronicles 74 - Operator Timber Wolf (for dissemination):
"Active duty troops are being positioned as I type, waiting on orders from CIC. Stay calm, no fear."
Quick Reaction Forces: 23,000 National Guard troops operational Jan 1, 2026. Trained in riot control, de-escalation.
Federal Reservists: 250+ deployed Minnesota for MINIMUM 90 days. Combat-trained (Title 10 missions), NOT civil defense.
Pre-positioned forces:
- 3,000-4,000 combat troops outside Minneapolis
- Airborne units staged (Jan 20)
- Humvees lined up along roads
- Non-lethal weapons pallets shipped (ignoring federal judge order)
National Guard deputized as immigration judges (DeSantis/Trump). Expedites deportations to DAYS, not years. Can preside over military tribunals for domestic terrorists.
Multiple military sources: Stay home Sunday/Monday.
This isn't deterrence. This is operational infrastructure for clash.
Source: Ginger Chronicles 74 (WH Military sources)
Ginger Chronicles 74 - Operator Timber Wolf (for dissemination):
"Active duty troops are being positioned as I type, waiting on orders from CIC. Stay calm, no fear."
Quick Reaction Forces: 23,000 National Guard troops operational Jan 1, 2026. Trained in riot control, de-escalation.
Federal Reservists: 250+ deployed Minnesota for MINIMUM 90 days. Combat-trained (Title 10 missions), NOT civil defense.
Pre-positioned forces:
- 3,000-4,000 combat troops outside Minneapolis
- Airborne units staged (Jan 20)
- Humvees lined up along roads
- Non-lethal weapons pallets shipped (ignoring federal judge order)
National Guard deputized as immigration judges (DeSantis/Trump). Expedites deportations to DAYS, not years. Can preside over military tribunals for domestic terrorists.
Multiple military sources: Stay home Sunday/Monday.
This isn't deterrence. This is operational infrastructure for clash.
Source: Ginger Chronicles 74 (WH Military sources)
✍1
🔔 WEEKEND EXPECTATIONS ELEVATED - MULTIPLE SOURCES ALIGN
Ginger Chronicles 74:
Source indicated potential liquidity Jan 23, proof of dispersals Jan 24.
- Waiting for "white water rafting" = liquidity/payment.
Gold treaty signatories (214-217) coordinating with Interpol. Codes unlock worldwide currency recalls.
Mark Z (Jan 24):
Banker: "May need staff Sunday for redeeming foreign currencies."
Mr. C: "They expected any time, especially this weekend."
Frank26 (Jan 24):
Wells Fargo tellers practicing foreign currency drill. Expecting millions.
Pattern across sources:
- Banks preparing weekend operations
- Bond contacts maintaining conviction
- Military positioning complete
- Iraq prerequisites met
Shotgun start theory: Different bond groups (separate paymasters) release simultaneously when ONE trigger authorizes.
All groups quiet before release. Rush to position everything.
Weekend window: Jan 24-26
Source: Ginger Chronicles 74, originalmarkz, Frank26
Ginger Chronicles 74:
Source indicated potential liquidity Jan 23, proof of dispersals Jan 24.
- Waiting for "white water rafting" = liquidity/payment.
Gold treaty signatories (214-217) coordinating with Interpol. Codes unlock worldwide currency recalls.
Mark Z (Jan 24):
Banker: "May need staff Sunday for redeeming foreign currencies."
Mr. C: "They expected any time, especially this weekend."
Frank26 (Jan 24):
Wells Fargo tellers practicing foreign currency drill. Expecting millions.
Pattern across sources:
- Banks preparing weekend operations
- Bond contacts maintaining conviction
- Military positioning complete
- Iraq prerequisites met
Shotgun start theory: Different bond groups (separate paymasters) release simultaneously when ONE trigger authorizes.
All groups quiet before release. Rush to position everything.
Weekend window: Jan 24-26
Source: Ginger Chronicles 74, originalmarkz, Frank26
✍1
⚡ 48-HOUR CONVERGENCE - INFRASTRUCTURE POSITIONED
What happens when:
- Iraq closes currency auctions (Jan 20)
- US troops withdraw from Iraq bases (Jan 17-18)
- Banks practice foreign currency drills (Wells Fargo)
- Active duty troops positioned, awaiting CIC orders
- National Guard QRFs operational (Jan 1)
- Parliament vote Monday/Tuesday (Jan 26-27)
- Bond sources: "Rush to get everything in place"
- Multiple warnings: Stay home Sunday/Monday
...all within 7 days?
Ginger Chronicles 74: "Military is walking this out. The dog wags the tail, the tail does not wag the dog."
Your Insurrection Act theory: Arrest → IA invoked → Fed restructure → Asset seizures → GCR/RV
Frank26: IMF certification follows parliament vote. Banking reform "airtight."
The sequence isn't speculation anymore. It's observable positioning.
Iraq ready. Military positioned. Banks prepared. Weekend window active.
Not hype. Pattern recognition.
Sources: Ginger Chronicles 74, Frank26, originalmarkz
What happens when:
- Iraq closes currency auctions (Jan 20)
- US troops withdraw from Iraq bases (Jan 17-18)
- Banks practice foreign currency drills (Wells Fargo)
- Active duty troops positioned, awaiting CIC orders
- National Guard QRFs operational (Jan 1)
- Parliament vote Monday/Tuesday (Jan 26-27)
- Bond sources: "Rush to get everything in place"
- Multiple warnings: Stay home Sunday/Monday
...all within 7 days?
Ginger Chronicles 74: "Military is walking this out. The dog wags the tail, the tail does not wag the dog."
Your Insurrection Act theory: Arrest → IA invoked → Fed restructure → Asset seizures → GCR/RV
Frank26: IMF certification follows parliament vote. Banking reform "airtight."
The sequence isn't speculation anymore. It's observable positioning.
Iraq ready. Military positioned. Banks prepared. Weekend window active.
Not hype. Pattern recognition.
Sources: Ginger Chronicles 74, Frank26, originalmarkz
✍1
3 Big Themes that will CRUSH 2026 all Year:
1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE
2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN
3. Defense / Aerospace
$LMT • $RTX • $NOC • $GD • $LHX • $ONDS
$KTOS • $BA • $HWM • $RCAT • $RKLB
1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE
2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN
3. Defense / Aerospace
$LMT • $RTX • $NOC • $GD • $LHX • $ONDS
$KTOS • $BA • $HWM • $RCAT • $RKLB