Defense stocks have staged one of the most powerful rallies in recent months, and Wall Street says the move may still be in its early innings.Shares tied to defense contractors – closely tracked by the State Street SPDR S&P Aerospace & Defense ETF (NYSE:XAR) – have rallied by nearly 100% since April 2025 lows. Only gold miners have posted a stronger rebound over that stretch.For the defense industry, the current 10-month rolling return now exceeds the surge recorded in the aftermath of March 2009The questio ...

Core Insights - Solar Drone, a subsidiary of VisionWave Holdings, is actively pursuing business development opportunities in the Middle East, particularly in Egypt and the UAE, following executive meetings in Naples, Italy [1][4]. Group 1: Business Development - The recent meetings involved Solar Drone's CEO, CTO, and COO engaging with potential customers and partners from Egypt and the UAE [2]. - Discussions included the possibility of pilot programs and other initiatives as utility-scale solar power expands in the region [4][5]. Group 2: Technology and Operations - Solar Drone showcased its patented high-pressure drone payload system during live demonstrations in Italy, which allows for efficient and safe cleaning of solar panels and electrical insulators without the need for ground access or hazardous manual labor [3]. - The technology is currently operational across multiple sites in Italy, demonstrating measurable results and expanding as demand increases [3][5]. Group 3: Market Potential - The Middle East is identified as a key area for growth due to the increasing focus on utility-scale solar and energy infrastructure, making maintenance and grid reliability a priority for asset owners and utilities [4]. - Solar Drone is engaging with various stakeholders, including utilities and solar asset owners, to explore potential partnerships and pilot programs in the region [5].

Core Insights - EdisonFuture Motor Inc., a subsidiary of Phoenix Motor Inc., has launched a U.S.-manufactured robotic dog platform aimed at commercial deployment [1] - The new platform will be delivered through a scalable Robot Fleet as a Service (RFaaS) model, indicating a shift towards recurring revenue services [1] - This initiative marks a strategic expansion into advanced robotics and autonomy, enhancing Phoenix Motor's technology portfolio [1]

Core Insights - The article discusses the Asia Value & Moat Stocks research service, which targets value investors looking for significant discrepancies between stock prices and intrinsic values, focusing on deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Strategy - The service emphasizes investing in stocks that are undervalued, such as net cash stocks, net-nets, low price-to-book (P/B) stocks, and those with sum-of-the-parts discounts [1] - It also highlights the importance of wide moat stocks, which are characterized by strong earnings power at discounted prices, including high-quality businesses and hidden champions [1] Group 2: Market Focus - The research service specializes in the Asian equity market, particularly the Hong Kong market, leveraging over a decade of experience in both buy and sell sides [1] - Monthly updates and watch lists are provided to keep investors informed about potential investment opportunities [1]

Exclusive interview with Walt Piecyk!TSLA investors and anyone tracking the robotaxi race should watch this.Walt breaks down why legacy auto won’t partner with Tesla or Waymo, and why Uber’s recent moves actually make sense once you see the strategy.He’s a founding partner at LightShed Partners, advising institutional investors on autonomy and robotaxis. This is how the smart money is thinking.@WaltLightShed ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Tesla Cybertruck FSD 14.1.7 parks itself in Whole Foods. Tesla has solved autonomy. https://t.co/kf6klB7kHE ...

Tesla Cybertruck FSD 14.1.7 parks itself in Whole Foods. Tesla has solved autonomy. https://t.co/kf6klB7kHE ...

Financial Metrics & Goals - The company aims for an $8.5 trillion market cap in 10 years, requiring an incremental $7 trillion increase [2][6] - A target of $400 billion EBITDA is set for the same period [3] - Musk's compensation is tied to achieving specific financial metrics approved by shareholders [3] Autonomy & Robotics - The company is focusing on physical AI through cars and robots, aiming to proliferate autonomy [8][9] - Humanoid robots are expected to perform beyond human precision surgery and play a role in establishing bases on the moon and Mars [3] - The company is designing its own chips for autonomy and plans to build its own fab, directly competing with companies like Nvidia and TSMC [5] - The company's cars are still important for the proliferation of autonomy, as the company is unlikely to license self-driving technology to other automakers [9][10] Competition & Investment - There is a non-binding request for the board to authorize an investment in X AI, Elon Musk's side gig, potentially allowing Tesla to invest in X AI [11][12] - Chinese companies are considered formidable competitors in humanoid robotics, with significant investment and numerous startups [15][16]

Core Insights - One Stop Systems, Inc. (OSS) has been upgraded to a "Buy" rating by Alliance Global Partners with a new price target of $8.50, up from $8, while trading at approximately $5.74 [1][5] - OSS reported Q3 2025 earnings per share of $0.03, significantly exceeding the Zacks Consensus Estimate of $0.01, marking a 200% earnings surprise compared to a loss of $0.30 per share in the previous year [2][5] - The company's Q3 revenue reached $18.76 million, a 37% year-over-year increase, surpassing expectations by 15.78% and up from $13.7 million in the same quarter last year [2][3][5] Financial Performance - OSS's consolidated revenue for Q3 2025 was $18.76 million, with a 37% increase year-over-year, and the OSS segment alone saw a revenue increase of 43.4% to $9.3 million [3] - The gross margin for the OSS segment was 45.6%, contributing to a consolidated gross margin of 35.7%, resulting in positive net income and an Adjusted EBITDA of $1.2 million for the quarter [3] - The company has raised its full-year consolidated revenue guidance for 2025 to a range of $63 to $65 million [3] Stock Performance - The current stock price of OSS is $5.74, reflecting a significant increase of 21.50%, with a rise of $1.02 on the trading day [4] - During the trading day, OSS fluctuated between a low of $5.08 and a high of $5.79, with a market capitalization of approximately $125.7 million [4]

Autonomy Technology - Tesla's FSD (Full Self-Driving) 14.1.3 demonstrated autonomous behavior by backing up when another car reversed near a parking garage gate [1] - The described behavior is considered a significant step forward in autonomous driving technology [1] User Experience - The user expressed strong positive sentiment ("Completely blown away," "INSANITY!," "Super cool") regarding the FSD's performance [1] - The user plans to share a video of the FSD's performance [1]