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$ASTS has been tanking recently now sub $70 after the combined sentiment drop of the $SPCX ipo, market pricing in rate hikes, Middle East conflict, the one thing that connects all of these is that it does NOT change any fundamental of this company, we are witnessing generational buying opportunities before our very eyes, and it’s up to you whether you let the red scare you off, or have a mid-long term outlook and envision where you can see these companies in just a few short months time
Yours truly, CS
Today, after hours of June 24th 2026, $ONDS is currently sitting sub $8, and a sub 4B market cap, I can’t state how much I believe in this current opportunity not only over the next 12 months to $20 when we see into the billions of annual revenue estimated into the near future, but for the long run to a potential 10x from these levels to $80+, I will be coming back to this post, and I hope for both my sanity and yours you research this company and consider taking action on this generational opportunity
Yours truly, CS
🚀 Nebius AI Cloud 3.6 “Aether” just dropped — and it’s a big one.
Meet Nebius Echo: an AI agent built right into the cloud console that lets you control infrastructure using plain natural language. No more digging through menus.
Also new:
🔐 Customer-managed encryption keys
🆔 Credential-free authentication via Workload Identity Federation
⚡ Local SSDs on GPU servers for high-speed caching
📦 Up to 100x more IOPS for metadata-heavy workloads + validated clusters up to 100 PB
The AI cloud is getting more clear by the day.
Long $NBIS 🚀
🚨 $ONDS just partnered with Lockheed Martin $LMT . Let that sink in.
Ondas subsidiary Sentrycs is integrating its Cyber-over-RF counter-drone technology directly into Lockheed Martin's Sanctum C-UAS platform.
What does that mean in plain English?
Sanctum is built to protect military forces, homeland security ops, and critical infrastructure from drone threats — including full drone swarms. It combines AI, cloud-enabled data fusion, and a modular defence architecture.
Sentrycs plugs right into the heart of that.
The business momentum behind this:
📦 $150M+ in Q2 order activity already
📈 Revenue up 793% YoY as of Q1 2026
🛸 $125M acquisition of Cyberhawk also just announced
The stock dipped ~3.7% on the news — classic market overreaction to dilution fears on a day of massive strategic validation.
A small-cap counter-drone company just got its tech embedded inside one of the world's largest defence contractors.
👀
#Drones #DefenceTech #CounterUAS #Investing
Nokia & Google Cloud just dropped a major expansion: 6 Gemini-powered agentic AI models embedded into the Nokia Assurance Center, built on Google's Agent Development Kit + Gemini Enterprise Agent Platform.
Agents cover event triage, KPI analysis, anomaly detection, root cause identification, remediation orchestration & NL dashboard generation — all running on standard Kubernetes + GCS infra.
"Glass box autonomy" keeps engineers in the loop at critical control points while enabling closed-loop automation for low-risk scenarios.
Target: 50–80% reduction in network troubleshooting time. SaaS launch on Google Cloud Marketplace → September 2026. $NOK $GOOGL
the close above 280 is very good, we have one more resistance uptrend to go before the top -0.618 fib level at 327, imo, we could also see a resistance at 302/310, fib levels we are getting a bit overstretched but one last pump to 300+ looks probable before the EOW market wide sell off (if it comes), imo.
🧵 Arkady Volozh doesn't want Nebius to be the next neocloud.
He wants it to be the next hyperscaler.
And he's being deadly serious about it.
His words: "Think about Nebius as a fourth hyperscaler. You do not achieve that by acting as a hardware wholesaler. You have to own the whole stack."
So what does owning the stack look like in practice?
→ They design their own servers and racks — saving 15–20% per unit of power vs buying pre-assembled
→ $2B strategic investment locked in from Nvidia
→ $40B+ in hyperscaler agreements signed with Microsoft & Meta
→ And now a $643M acquisition of Eigen AI — a startup that optimises chip performance for AI workloads
That last one is the quietly interesting move.
Every real hyperscaler eventually goes deep on silicon efficiency. This is Nebius planting that flag.
Revenue up 680% YoY. Capacity sold out. The market is starting to believe the thesis.
Is $NBIS actually building the fourth hyperscaler?
I know what my bets on...
NBIS TO 1T 🚀
#Nebius #NBIS #AI #AIInfrastructure
🚨 Big move from $NOK
Nokia just announced a massive expansion of its photonic chip production in Allentown, Pennsylvania — one of the only U.S. facilities capable of advanced test & packaging of photonic chips into optical modules. Converge Digest
The numbers:
📈 Up to 10x increase in production capacity
👷 Workforce nearly doubling to 500+ jobs in engineering, manufacturing & R&D
💰 $500M+ projected economic impact over 5 years
⚡ Optical tech that can cut energy usage by up to 75% Nokia + 3
This is part of Nokia's multi-year plan to invest $4 billion in U.S. R&D and manufacturing for AI-ready network connectivity. Nokia
The AI buildout needs optical infrastructure. Nokia is positioning itself right at the centre of it. 👀
#Nokia #NOK #Photonics #AI #Semiconductors #Investing