Joining us now at Post 9, Chance Mims, founder and CEO of Academy, along with the firm's president and former New York Giants great Phil Makanki. It's great to have you guys back and what has been a tradition for us and we're so happy about it. >> Thank you for having us.>> Let's um I' I'd love to hear from both of you. Uh because what matters most to me is hearing from you about what this day means to you. Phil, you go first.Well, personally, um, not only did we serve and the great veterans, but I have a d ...

This is timely and this is very interesting. What do we learn in the course of reporting about how serious this this move is to push for way out of the market, that it is very strong in in Europe. Yeah, I think it's actually really important to note people do not realize that there's still so much Huawei kit in various EU countries infrastructures, and the European Commission for years has wanted to push EU countries to stop using this technology across their networks.They have really failed to do so. And t ...

Core Insights - The establishment of a rare earth mineral processing center in South Carolina marks a significant step towards reducing reliance on China for rare earth materials, with production starting this week [1][2] - This facility is the first U.S. plant to produce rare earth magnets in 25 years, indicating a potential shift in the domestic manufacturing landscape [2] - The project has created 300 permanent jobs and involved 800 construction jobs, showcasing its impact on local employment [6][7] Industry Developments - The facility, operated by EVAC, is positioned as a critical player in the U.S. rare earth supply chain, which has been historically dominated by China [1][6] - The rapid permitting process in South Carolina, taking only 8 weeks, highlights a supportive regulatory environment for manufacturing initiatives [3] - The potential for expansion of the facility is significant, with plans to increase its size by 6 to 10 times, indicating strong growth prospects [8] Economic Implications - The project aligns with national security interests by reducing dependence on foreign sources for essential materials used in various technologies, including military applications [4][5] - The focus on high-paying manufacturing jobs is part of a broader strategy to enhance economic security and improve real wages for American workers [8][12] - The administration's trade policies are credited with fostering an environment conducive to the growth of such manufacturing facilities, aiming to replicate successes from previous terms [13]

RT Bitcoin Policy Institute (@btcpolicyorg)When does Washington move fast? When something becomes a national security priority.On this week’s Bitcoin Policy Hour, the @btcpolicyorg team breaks down why quantum technology isn’t just another tech buzzword — it’s the next geopolitical battleground.The U.S. is investing directly in quantum firms because whoever wins this race will shape the future of encryption and information security. If an adversary develops quantum capabilities first, decades of encrypted g ...

Core Insights - Firefly Aerospace has successfully completed the acquisition of SciTec, Inc., enhancing its capabilities in defense software and big data processing [3][4] - The acquisition is expected to accelerate Firefly's strategic growth plan and strengthen its position in the national security sector [4][5] Strategic Benefits - **Critical Defense Software**: The acquisition bolsters Firefly's hardware with AI-enabled defense software for missile warning, intelligence, surveillance, reconnaissance, and autonomous command and control [5] - **Big Data Processing**: SciTec adds capabilities for cloud-based, on-premise, and edge processing of high-volume data, facilitating rapid decision-making for national security applications [5] - **National Security Programs**: Enhances Firefly's defense capabilities for critical programs, including space-based interceptor missions and hypersonic test missions [5] - **Data and Software Experts**: The acquisition brings over 475 employees with expertise in multi-phenomenology systems and software development [5] - **State-of-the-Art Facilities**: Adds multiple strategic locations with data centers and mission operations centers to support classified operations [5] - **Robust Contracts**: SciTec's existing contracts with defense and national security agencies will contribute to growing revenue streams [5] Company Overview - Firefly Aerospace is a leading space and defense technology company, known for its rapid response capabilities in launching satellites and successful lunar landings [7] - Established in 2017, the company focuses on small- to medium-lift launch vehicles and has co-located engineering and manufacturing facilities in Texas [7]

Core Insights - Lockheed Martin Corporation (LMT) is collaborating with Google Public Sector to integrate generative AI into its operations, enhancing its capabilities in national security [1][2][3] Group 1: Strategic Collaboration - The partnership aims to incorporate advanced AI tools from Google into Lockheed Martin's in-house and air-gapped systems, providing employees with broader access to data-driven solutions [2] - The integration will adhere to key national security standards, ensuring compliance while leveraging advanced technology [2] Group 2: AI Implementation - Lockheed Martin plans to utilize generative AI to improve workload management, enhancing efficiency and speed in its operations [3] - The company aims to develop secure AI solutions to advance its 21st Century Security Solutions across various sectors, including aerospace, cybersecurity, and space [3] Group 3: Technology Deployment - Initial deployment of the technologies will occur on Lockheed Martin's unclassified on-premise infrastructure, allowing access to Google's AI tools, including Gemini models, on the Google Distributed Cloud [4] Group 4: Company Overview - Lockheed Martin is recognized as one of the largest defense contractors globally, known for manufacturing advanced fighter jets like the F-35 and providing autonomous solutions to the US military [5]

Economic Impact - State restrictions on foreign investment cause more economic harm than security benefit [1] National Security vs Economic Policy - National security concerns are driving states to restrict foreign investment [1] - Cfius (Committee on Foreign Investment in the United States) is better suited to handle foreign investment concerns than state legislatures [1]

Core Insights - Kratos Defense & Security Solutions reported third quarter 2025 revenues of $347.6 million, reflecting a 26.0% growth compared to $275.9 million in the same quarter of 2024, with 23.7% of this growth being organic [1][5] - The company has increased its full year 2026 organic revenue growth forecast to 15% to 20% above the 2025 revenue forecast, with a projected 100 basis point increase in adjusted EBITDA margin over 2025 [1][12] Financial Performance - Third quarter 2025 operating income was $7.1 million, and net income was $8.7 million, compared to $3.2 million in net income for the third quarter of 2024 [2][4] - Adjusted EBITDA for the third quarter of 2025 was $30.8 million, up from $24.6 million in the same quarter of 2024 [2][29] - The company reported a consolidated book-to-bill ratio of 1.2 to 1 for the third quarter of 2025, with bookings of $414.1 million [11] Segment Performance - The Unmanned Systems segment generated revenues of $87.2 million, reflecting a 35.8% organic growth compared to $64.2 million in the third quarter of 2024 [1][7] - The Kratos Government Solutions segment reported revenues of $260.4 million, a 20.0% organic growth from $211.7 million in the same quarter of 2024, with notable growth in Defense Rocket Systems and Space, Training, and Cyber businesses [1][8] Future Guidance - The company provided a preliminary 2027 organic revenue growth target of 18% to 23% above the 2026 revenue forecast, along with an expected additional 100 basis point increase in adjusted EBITDA margin over 2026 [2][18] - Kratos is making significant investments in facilities and equipment to support major new program wins and future growth opportunities [12][15] Market Context - The company’s CEO highlighted a generational recapitalization and rebuild of the U.S. National Security apparatus, which is expected to positively impact Kratos and the defense industry [12] - Recent changes in U.S. government policy regarding the Missile Technology Control Regime (MTCR) are anticipated to facilitate the transfer of U.S.-made drone systems to allies, enhancing competitiveness and defense capabilities [12]

Treasury Secretary is joining us now. Uh Scott Besson, we we worked on that that segue. Uh Mr.. Treasury Secretary, I hope you liked it. How are you. Good good to see you.>> Good morning, Joe. Good to see you. >> You uh let's talk tariffs and and and uh since it's front and center for everyone with with this beginning now at at Scotas, you have said you're going and um you want to be in the front row.I think you're I think your chances are good if you say that's where you'd like to sit. Uh, look, Joe, I I t ...

We don't have tariffs. We don't have national security. I think it's one of the biggest decisions in the history of the Supreme Court. It's the most important decision, one of the most important decisions in the history of our country because without tariffs, without our being able to use tariffs freely, openly, and and in every way really would suffer tremendously from a national security standpoint.national security of our country. ...