@dannycheng2022 Timeframe matters .
Best investment for the next decade+: $CCJ Cameco will be a winner
Best trade / biggest winner?: IDK, buy a basket. I'd add $ISMR and $BWXT as clearly needed to be on any lists.
THE AUTONOMY LAYER OF THE DEFENSE BUILDOUT
President Trump is pursuing funding deals with drone companies to boost domestic production & the market is starting to reprice unmanned systems as a core layer of modern warfare.
The bottleneck is shifting to autonomy, attritable mass & secure communications where the systems that let hundreds of low-cost drones operate like one coordinated force are driving dollar-content expansion across the stack:
1. $ONDS building autonomous systems layer for modern defense through drones, counter-UAS, ISR & mission-ready robotics with backlog jumping to $457M & a new $PLTR partnership bringing AIP & its Sky Weaver AI intelligence layer into the stack.
2. $KTOS one of the cleaner defense autonomy plays sitting across tactical drones, target drones, hypersonics & battlefield systems with Q1 delivering a record $2B backlog, a 1.6x book-to-bill & $14B opportunity pipeline.
3. $AVAV established drone warfare leader with loitering munitions, counter-drone systems & tactical UAS exposure that directly benefits as the Pentagon shifts toward attritable mass with $4.6B in YTD awards anchored by a $186M Army order for next-gen Switchblade munitions.
4. $AVEX higher-risk emerging supplier in the basket tied to the market’s search for smaller defense drone names that can scale into domestic unmanned systems demand thats backed by recent Air Force awards for one-way-attack autonomous aircraft & UAS engineering services.
5. $UMAC U.S. drone supply-chain play focused on rebuilding the domestic hardware layer from components to FPV drone systems as the government tries to reduce reliance on foreign-made drone parts while partner Powerus advanced to Phase II of the Pentagon’s $1B Drone Dominance Program.
6. $RCAT positioned around low-cost military drones & battlefield reconnaissance with Black Widow selected by Japan’s Ministry of Defense for 173 systems plus adoption from a NATO ally and the Australian Army.
7. $DPRO most speculative autonomy name in the basket with exposure to public safety, defense & emergency response plus a U.S. Air Force Special Operations FPV drone award & validated SwarmOS swarm-autonomy integration with Palladyne AI.
Another inspiring Bitcoin story
Buena Vista, Colorado is becoming a new Bitcoin hub
* already 19 businesses onboarded already (more than Colorado Spings)
* Chamber of Commerce actively promoting it
* Feedback from businesses (who were not bitcoiners) includes:
"Our instore sales have increased, and 20% of our sales are now in Bitcoin"
"it feels cleaner"
"it feels more natural"
"1 in 8 of our sales are now in Bitcoin"
How did this happen?
One person who in his spare time doing something we can all do - talking to people with a mindset of service.
Luke Cortese(@ABCundrstandBTC) is the honeybadger who has been behind this incredible story.
But it gets better
Each month he runs a "treasure hunt" where new members of the community learn about Bitcoin. 25 new people started using Bitcoin on the last one.
AND
He's open sourcing the model so other small towns across the country can start onboarding new businesses. He's already gotten enquiries from neighboring towns, and states.
There is a country that has been in a fight for its survival that is now leading the world in drone warfare against an adversarial state to US interests that is open to collaboration...
Any country that Leads the Free World would not miss this opportunity, and yet 2 administrations has whiffed.
$GLD weekly looks like an orderly consildation within an uptrend. At a spot where it looks like it may be ready to resume the run. Miners, silver, etc similar look. Can manage against the yellow box
There seems to be a new thing in trading where if you just either talk to or hang out with good traders you'll become a good trader.
I will say I've played golf with many great golfers, including some on my golf team in high school, and I never once absorbed any of their talent.
I got better at golf and trading through my own trial and error, which I continue to work on both even to this day.
The truth with trading is just like no one is interested in hitting your golf shots for you, they aren't interested in your trades either. Taking ownership of your trading is how you improve.
@RockChartrand Limited, small, fiscally responsible government has been rejected by both the @DNC and @RNC
The only difference is who and what will receive government funds...
💯👇
Limited, small, fiscally responsible government has been rejected by both the @DNC and @RNC
The only difference is who and what will receive government funds...
Unpopular opinion:
The debate between MAGA and the left is increasingly a debate over who should be the central planner, not whether central planning is legitimate.
Trump is many things, but a laissez faire, hands off leader isn't one of them.
The argument is drifting from freedom versus control to competing brands of control.
This is the inevitable consequence of placing faith in politicians and then granting them unaccountable sanction. Once political power becomes the solution to every problem, the only remaining question is who gets to wield it. The debate shifts from limiting power to capturing it.
Bitcoin taught me that money I earn should appreciate, not depreciate…
When your money loses value every year, you’re not just losing dollars.
You’re losing hours of your life.
Every shift worked.
Every late night.
Every sacrifice.
Bitcoin is simply a way of preserving the time you already spent earning your money! It’s so simple…
The Fed expanded the money supply by nearly $9 trillion under Powell.
Inflation has averaged >4% per year over the past 6 years.
Powell's explanation? It was nearly all due to rolling “supply shocks" over which the Fed has no control.
The truth: this inflation was made in Washington as it always is - from too much government borrowing/spending and too much government creation of money.