◢ Re-poster

@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.

@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/

@PsiQuantum ✅

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

💸 Closed $AAOI Risk Reversal 7/10 (Short $125 Put / Long $135 Call) +393.53% · Held 3 hours

Executed with Radon

https://radon.run

Another AI success story from a normie.

@solana processed $650B in stablecoin transactions in February.

$SOL is 1/6th the market cap of $ETH

$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/

$PLTR right into the gamma wall/call resistance

💸 Closed $GLD Risk Reversal (Short $400 Put / Long $425 Call)

+145.52%

Executed with Radon

💸 Closed $GLD Risk Reversal (Short $400 Put / Long $425 Call)

+145.52%

Executed with Radon

🚨 Every Market. Same Short.

CTAs just hit a 2.9 standard deviation short on SPX futures, the most extreme positioning in 3 months.

One month ago CTAs were long at +0.44. The vol-targeting models picked up the regime change and mechanically reversed. This selling isn't discretionary. It's algorithmic, and it won't stop until realized vol compresses below the lookback window.

> Crowded commodity longs:
· Sugar 100th pctile
· Brent 90th pctile
· Cotton 90th pctile
> Bonds also max short: 10Y at -2.19 (z=-2.64) — full curve short
> Gold CTAs long at +0.82 (z=-2.23)

Analyzed by Radon ·

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) 🟢

💸 Closed $AAOI (Long $115 Call)

> +$54,699.79
>+94.64%

Executed with Radon

.@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.

.@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