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◢ Re-poster
“Only a fool trips on what’s behind them.” — Iceberg Slim ◢ Founder, CEO, Asymmetric Financial & Asymmetric Information
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@allencontrol has been selected for the United States Marine Corps Ground Based Air Defense program, which will see Bullfrog integrated into the service’s most expeditionary counter-drone program of record, the L-MADIS.
Open source wins again (and the hyperscalers will profit again).
Databricks CEO: "We host open-source models such as Kimi and offer them to our customers. Demand has been so strong that we are running out of GPUs across multiple regions. We nearly exhausted our GPU capacity in Asia, and demand is rising in countries including Japan, South Korea, the United States, and India. We, therefore, need to acquire a large number of additional GPUs, which requires significant funding. That demand was what triggered our latest fundraising round: we were inundated with customer requests and needed more GPU capacity. GPUs are extremely expensive to acquire.
Databricks CEO: "We host open-source models such as Kimi and offer them to our customers. Demand has been so strong that we are running out of GPUs across multiple regions. We nearly exhausted our GPU capacity in Asia, and demand is rising in countries including Japan, South Korea, the United States, and India. We, therefore, need to acquire a large number of additional GPUs, which requires significant funding. That demand was what triggered our latest fundraising round: we were inundated with customer requests and needed more GPU capacity. GPUs are extremely expensive to acquire.
@shieldaitech 🤝 @L3HarrisTech
L3Harris and Shield AI complete autonomous electronic warfare flight test
https://shield.ai/l3harris-and-shield-ai-complete-autonomous-electronic-warfare-flight-test/
L3Harris and Shield AI complete autonomous electronic warfare flight test
https://shield.ai/l3harris-and-shield-ai-complete-autonomous-electronic-warfare-flight-test/
@PsiQuantum ✅
Making a massive computer out of light.
https://www.technologyreview.com/2026/07/14/1140356/psiquantum-plan-massive-quantum-computer-out-of-light/
Making a massive computer out of light.
https://www.technologyreview.com/2026/07/14/1140356/psiquantum-plan-massive-quantum-computer-out-of-light/
Rarely do you see market tops with corporate insiders buying this many shares.
Momentum Massacre
Another AI success story from a normie.
$GOLD and CTA positioning looking like September 2024
.@shieldaitech to acquire software simulation company Aechelon and raise $2B at $12.7B valuation
https://shield.ai/shield-ai-to-acquire-software-simulation-company-aechelon-and-raise-2b-at-12-7b-valuation/
https://shield.ai/shield-ai-to-acquire-software-simulation-company-aechelon-and-raise-2b-at-12-7b-valuation/
SaaS Zombie, Braze, has a monster quarter
$BRZE Q3'26 Earnings Highlights
🔹 Revenue: $190.8M (Est. $184.22M) 🟢; UP +25.5% YoY
🔹 EPS (Non-GAAP): $0.06 (Est. $0.06) 🟡
🔹 TTM Dollar-Based Net Retention: 108%
🔹 FCF: $17.8M
FY26 Guidance:
🔹 Revenue: $730.5M–$731.5M (Est. $718.0M) 🟢
🔹 Non-GAAP EPS, diluted: $0.42–$0.43 (Est. $0.42) 🟢
$BRZE Q3'26 Earnings Highlights
🔹 Revenue: $190.8M (Est. $184.22M) 🟢; UP +25.5% YoY
🔹 EPS (Non-GAAP): $0.06 (Est. $0.06) 🟡
🔹 TTM Dollar-Based Net Retention: 108%
🔹 FCF: $17.8M
FY26 Guidance:
🔹 Revenue: $730.5M–$731.5M (Est. $718.0M) 🟢
🔹 Non-GAAP EPS, diluted: $0.42–$0.43 (Est. $0.42) 🟢
.@shieldaitech just hit a milestone that rewrites how European air defense works.
Their Hivemind autonomy software, already running 130+ combat sorties in Ukraine, just finished a two-month flight test in Spain. The platform was a Swiss-made interceptor drone called Hornet, built by Destinus. No ground control station needed. No GPS. No manual reprogramming while airborne.
Destinus built the Hornet to kill other drones autonomously. Shield AI's Hivemind runs onboard the aircraft itself, not on some ground station. During testing, geofenced zones were altered while the drone was already in the air. It rerouted on its own. No human touched anything.
That's the first time a US autonomy stack has been integrated onto a European combat drone and it worked.
And the operational proof already exists. V-BAT drones running Hivemind are flying real missions in Ukraine right now, punching through heavy Russian electronic warfare and jamming. Still delivering results. The Netherlands just ordered 12 of them for naval ops across eight warships.
The pipeline keeps growing:
> Hornet (counter-drone interceptor), tested and baselined in Spain.
> V-BAT (ISR and strike), operational in Ukraine, purchased by the Dutch.
> X-BAT (stealthy loyal wingman), currently being shown to European militaries.
Next up: terrain-aware flight profiles and coordinated multi-drone swarm behaviors.
Here's the part that caught my attention. No customer funded this test. Both companies paid from their own R&D budgets. That's a calculated bet: European air forces need autonomous counter-drone systems that work without crewed aircraft or GPS, and they need them yesterday.
The company building the software layer for autonomous air combat just proved it works across platforms and across continents.
Their Hivemind autonomy software, already running 130+ combat sorties in Ukraine, just finished a two-month flight test in Spain. The platform was a Swiss-made interceptor drone called Hornet, built by Destinus. No ground control station needed. No GPS. No manual reprogramming while airborne.
Destinus built the Hornet to kill other drones autonomously. Shield AI's Hivemind runs onboard the aircraft itself, not on some ground station. During testing, geofenced zones were altered while the drone was already in the air. It rerouted on its own. No human touched anything.
That's the first time a US autonomy stack has been integrated onto a European combat drone and it worked.
And the operational proof already exists. V-BAT drones running Hivemind are flying real missions in Ukraine right now, punching through heavy Russian electronic warfare and jamming. Still delivering results. The Netherlands just ordered 12 of them for naval ops across eight warships.
The pipeline keeps growing:
> Hornet (counter-drone interceptor), tested and baselined in Spain.
> V-BAT (ISR and strike), operational in Ukraine, purchased by the Dutch.
> X-BAT (stealthy loyal wingman), currently being shown to European militaries.
Next up: terrain-aware flight profiles and coordinated multi-drone swarm behaviors.
Here's the part that caught my attention. No customer funded this test. Both companies paid from their own R&D budgets. That's a calculated bet: European air forces need autonomous counter-drone systems that work without crewed aircraft or GPS, and they need them yesterday.
The company building the software layer for autonomous air combat just proved it works across platforms and across continents.
.@tradexyz really doing it https://www.bloomberg.com/news/articles/2026-03-18/booming-crypto-exchange-gets-official-s-p-data-in-tradfi-push
Doomers BTFO
Austin-based startup @neurophos just built an AI chip that processes data with light instead of electrons. The performance improvements are wild.
Neurophos uses optical metamaterials, the same physics behind invisibility cloaks (used mostly on clothing), to build optical modulators that are 1/10,000th the size of current designs. Standard CMOS. No exotic materials.
They fit 1,000 x 1,000 optical modulators on a 5x5mm chip.
The same setup in silicon photonics?
About a square meter.
Same compute. 1/40,000th the area.
50x the compute density and 50x the energy efficiency of NVIDIA's Blackwell GPUs.
Here’s how it works: a laser encodes data, hits the chip, each metamaterial element changes the reflected beam, and the system outputs results from complex AI workloads with far less power draw.
Hyperscalers are evaluating proof-of-concept chips this year. Production ramp: mid-2028.
Scaling AI is now bound by the laws of physics. Neurophos is betting the future of compute isn’t faster electrons, it’s light.
And what is faster than the speed of light?
Neurophos uses optical metamaterials, the same physics behind invisibility cloaks (used mostly on clothing), to build optical modulators that are 1/10,000th the size of current designs. Standard CMOS. No exotic materials.
They fit 1,000 x 1,000 optical modulators on a 5x5mm chip.
The same setup in silicon photonics?
About a square meter.
Same compute. 1/40,000th the area.
50x the compute density and 50x the energy efficiency of NVIDIA's Blackwell GPUs.
Here’s how it works: a laser encodes data, hits the chip, each metamaterial element changes the reflected beam, and the system outputs results from complex AI workloads with far less power draw.
Hyperscalers are evaluating proof-of-concept chips this year. Production ramp: mid-2028.
Scaling AI is now bound by the laws of physics. Neurophos is betting the future of compute isn’t faster electrons, it’s light.
And what is faster than the speed of light?
⚠️ Crash Risk Index is reading ELEVATED at 27/100
Full breakdown for Mar 19
> CRI: 27/100 — ELEVATED
> VIX: 24.06 · VVIX: 118.85 (above 110 threshold)
> COR1M: 34.09 · Realized Vol: 12.93%
> Crash Trigger: 🟡 INACTIVE (1/3 conditions active)
> SPX below 100d MA: ✓ · RVol > 25%: ✗ · COR1M > 60: ✗
> SPX CTA position at 0th percentile (3M) · z-score -2.12
> CTA vol-targeting model: $91B in forced selling pipeline
> Equity exposure pulling back; deleveraging underway
Elevated, but not at crash threshold yet.
Analyzed by Radon
Full breakdown for Mar 19
> CRI: 27/100 — ELEVATED
> VIX: 24.06 · VVIX: 118.85 (above 110 threshold)
> COR1M: 34.09 · Realized Vol: 12.93%
> Crash Trigger: 🟡 INACTIVE (1/3 conditions active)
> SPX below 100d MA: ✓ · RVol > 25%: ✗ · COR1M > 60: ✗
> SPX CTA position at 0th percentile (3M) · z-score -2.12
> CTA vol-targeting model: $91B in forced selling pipeline
> Equity exposure pulling back; deleveraging underway
Elevated, but not at crash threshold yet.
Analyzed by Radon
@walkerguffey yo check your DM mate
Exhausted my daily API quota again @unusual_whales
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