Britain and Germany are set to pledge new air defense systems for Ukraine as the UK government pushes for a “50-day drive” to arm Kyiv and bring Russia's Vladimir Putin to the negotiating table. https://t.co/TwzEZKpoyU ...

Core Viewpoint - The recent passage of the Trump administration's One Big, Beautiful Bill provides $150 billion in additional defense spending, bringing total U.S. defense spending close to $1 trillion, presenting potential investment opportunities in the defense sector [1]. Group 1: Industry Overview - The Pentagon is initiating a five- to ten-year modernization effort focused on drone-centric and autonomous systems [2]. - This shift in focus suggests that investors should look beyond large-cap defense stocks like Lockheed Martin and General Dynamics to include smaller, niche companies specializing in the drone industry [3]. Group 2: Company Analysis - AeroVironment - AeroVironment is a leader in supplying small tactical drones to the U.S. military and allies, with a strong balance sheet [5]. - The company reported a 39% year-over-year revenue increase and a 274% increase in earnings per share in its last quarter [6]. - AeroVironment plans to raise up to $1.5 billion in new capital to support growth, despite a 6% decline in stock price following the announcement [7]. - The stock is currently trading at 78 times forward earnings, indicating a healthy pullback for potential investors [8]. Group 3: Company Analysis - Red Cat - Red Cat focuses on rugged, military-grade drones and has secured contracts with the U.S. Army and Customs and Border Protection, but is currently not profitable [9][10]. - The company projects revenue of $80-$120 million for 2025 and has seen its stock rise over 100% in the last three months, partly due to short covering [10]. - For risk-tolerant investors, Red Cat represents a long-term opportunity, but a gradual investment approach is advisable to mitigate short-term risks [11]. Group 4: Company Analysis - Kratos Defense - Kratos Defense is positioned to play a significant role in the Pentagon's push for drone dominance, with its Valkyrie program focusing on low-cost, autonomous tactical drones [13][14]. - The company generated approximately $1 billion in revenue in 2024 and is currently profitable, but its stock appears overvalued after a 98% increase in 2025 [15]. - Rising short interest may lead to a decline in stock price, potentially creating a buying opportunity [15].

Core Viewpoint - The electric vehicle (EV) industry is currently facing challenges, with Wall Street showing lukewarm interest due to slower-than-expected sales and market share growth [1] Company Performance - Lucid Group has successfully turned around its operations, achieving seven consecutive quarters of rising deliveries after previous disruptions and delays [2] - The company has demonstrated its ability to design and launch high-quality vehicles, attracting significant investment from Saudi Arabia's Public Investment Fund (PIF) [2] Technology and Revenue Generation - Lucid needs to prove its capability to package its technology and generate revenue, similar to Rivian Automotive's partnership with Volkswagen [3][6] - The company is investing in Advanced Driver Assistance Systems (ADAS), with new features being rolled out via over-the-air (OTA) updates, enhancing vehicle capabilities [4][5] - Lucid's optional ADAS system, DreamDrive Pro, is priced at $950 plus tax, indicating potential revenue streams from software and technology sales [5] Market Position and Competition - Rivian's joint venture with Volkswagen, valued at up to $5.8 billion, highlights the importance of strong technology stacks in the automotive industry [8] - Lucid has attracted customers from Tesla, positioning itself as a high-quality alternative amid Tesla's challenges [10] - The company is in the process of launching its electric Gravity SUV, indicating ongoing production acceleration [10] Future Outlook - Lucid's ability to create a joint venture similar to Rivian's could significantly enhance its future prospects, despite the current sluggish EV market [11]

market thinks TradFi wants to buy and hold crypto. they're wrong.the money is flowing into cross-chain custody solutions, yield infrastructure, and verification systems.they're not collecting assets. they're rebuilding the entire financial backend. ...

There is some humor in that many KOLs probably start hiring interns to do stuff for them onchain once these systems start rolling out 😂 ...

Core Viewpoint - The article emphasizes the critical role of the physical layer (PHY) in data communication, particularly in the context of emerging technologies such as artificial intelligence and high-performance computing, highlighting its importance in meeting the increasing demands for bandwidth, low latency, and energy efficiency [3][6][11]. Summary by Sections Importance of PHY - The physical layer has evolved from supporting traditional industries to becoming foundational for AI factories and large-scale data centers, acting as a key driver for data transmission and communication [3]. - As data centers handle massive amounts of data, the significance of PHY increases, especially for AI and HPC workloads that require unprecedented system performance [3][6]. Standards and Applications - Understanding the physical layer is crucial for maintaining competitiveness in various applications, with different standards developed to address specific issues [4]. - Standards like HDMI and DisplayPort illustrate the need for compatibility and efficiency in system design, balancing cost and functionality [5]. Design Challenges - Designing PHY for speeds exceeding 100G presents numerous challenges, including process technology dependence, signal integrity, system design constraints, and packaging integration [8]. - The transition from NRZ to PAM signaling represents a significant shift in technology, necessitating advanced design techniques to meet increasing bandwidth demands [7][8]. Chip-to-Chip Communication - The development of chip-to-chip communication standards, such as UCIe, aims to achieve high bandwidth with low power consumption, which is essential for modern 3D systems [9]. - The integration of multiple dies in a system-on-chip (SoC) architecture requires careful consideration of physical layer protocols to optimize performance [9][10]. Collaboration Between Disciplines - Effective collaboration between analog and digital engineers is necessary to bridge the gap between different domains, ensuring that physical effects are adequately addressed in system design [10][11]. - A comprehensive understanding of how physical effects impact system performance is vital for optimizing designs and achieving desired outcomes [11]. Future Outlook - As the industry progresses towards higher standards like 448G, the challenges will intensify, particularly with the emergence of chip decomposition and optical I/O [11]. - The PHY layer is increasingly viewed as a strategic enabler, necessitating continuous innovation and commitment to pushing technological boundaries [11].

From early fandom to long-term flywheels this is how real token ecosystems are born.Catch the full Avalanche Live episode here: https://t.co/gzUWVIAgi8 ...

Core Insights - The research paper presented by Toyota at the 2025 JSAE Annual Spring Congress discusses the potential of vehicle-to-network (V2N) technology to enhance Advanced Driver Assistance Systems (ADAS) by overcoming limitations of in-vehicle sensors [1][2][3] Group 1: V2N Technology and ADAS - The study explores how V2N technology can improve ADAS by addressing the inability of in-vehicle sensors to detect hazards in non-line-of-sight scenarios [2][3] - Smartphones are proposed as external sensors to enhance hazard detection through V2N communication, focusing on factors like communication latency, tracking accuracy, and positioning precision in urban environments [2][3] Group 2: Safety and Market Opportunities - The research highlights the strong potential of V2N technology to enhance vehicle safety and unlock new market opportunities, while emphasizing the need for advancements in positioning accuracy and viable business models for commercial adoption [3][4] - Eye-Net's V2X technology is crucial in this study, allowing smartphones to communicate hazard information to vehicles, thereby extending detection capabilities beyond in-vehicle sensors [4][5] Group 3: Company Background - Eye-Net develops next-generation V2X collision prevention solutions and smart automotive systems aimed at enhancing road safety and situational awareness for all road users [5][7] - Foresight Autonomous Holdings Ltd. focuses on advanced 3D perception systems and cellular-based applications, developing both in-line-of-sight and beyond-line-of-sight accident-prevention solutions [7][8]

.@Capgemini in a new report warns that quantum computing may break the widely used public-key cryptographic systems within the next decade — threatening everything from online banking to blockchain security. By @shauryamalwa.https://t.co/7VeEHnI9m8 ...

One of the ways this particularly this recision package is putting people at risk and I know you've been outspoken about the response to disasters in your state is is about an emergency alert systems which I know Arizona is one of the states that really relies on. This is funding that could also impact that. Tell me about your concern there and and what you worry about for rural communities in that regard.We've got this devastating fire going on in the Grand Canyon. It's 0% contained. It's done uh a huge am ...