I like gifs. Investor and trader sharing technical analysis & market opinions. Not financial advice. Consult Jim Cramer instead... ๐ซ ๐คฃ
Nashville TN
Joined July 2024
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Contrast Stocks retweeted
Ondas has entered into a definitive agreement to acquire Aran Defense Ltd. (TASE: ARAN division) for approximately $33 million, adding 4,400 square meters of sovereign Israeli engineering and manufacturing capacity to scale counter-UAS, ISR, loitering munition, and autonomous aerial and ground robotic platforms. Expected close in Q3 of 2026. $ONDS
ondas.com/post/ondas-to-acquโฆ
Contrast Stocks retweeted
$ONDS Ondas is acquiring Aran Defense for $33.9M in an ALL STOCK DEAL ๐
This adds development and manufacturing capabilities across defense electronics, software, prototyping and production.
Aran Defense generated about $18.3M in 2025 revenue, further expanding Ondasโ growing Israeli defense-tech platform.
Contrast Stocks retweeted
$NOK U.S. Development Finance Corporation CEO Ben Black was in Helsinki today meeting with $NOK leadership to discuss 5G/6G infrastructure, AI data centers, and Western tech stacks.
Key takeaways:
๐น Mandate: DFC is backing "Western-friendly" tech to secure critical infrastructure.
๐น Scale: DFC manages a $205B war chest to co-finance strategic projects.
๐น Role: Positioning Nokia as an essential partner in US & allied tech supply chains.
$NOK continues to prove its strategic geopolitics moat.
$NOK Trump administration investment boss on mystery trip to Finland โ Important meeting with Nokia. (Finnish article)
(โHigh-level U.S. officials heading to Finland for strategic meetings with $NOK leadership)
Source:
kauppalehti.fi/uutiset/a/24bโฆ
Contrast Stocks retweeted
$KEEL | Keel Infrastructure Form4 Filing Shows CEO Benjamin Gagnon Purchases 58,888 Shares At An Average Price Of $3.33, Raising Direct Holdings To 1.35M Shares
Contrast Stocks retweeted
Ondas posts record Q2 2026 revenue of $83.8M, up 67% sequentially and 13x year over year. Pro forma backlog stands at $757M, and full-year 2026 revenue guidance is raised to $525M to $550M
$ONDS
ondas.com/post/ondas-posts-rโฆ
Contrast Stocks retweeted
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $NBIS Nebius Q2 Revenue Surges 454% to $582.3 Million as AI Cloud Growth Accelerates
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:
โค ๐ก๐ฒ๐ฏ๐ถ๐๐ Q2 revenue surged ๐ฐ๐ฑ๐ฐ% to $๐ฑ๐ด๐ฎ.๐ฏ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.
โค ๐๐ฑ๐ท๐๐๐๐ฒ๐ฑ ๐๐๐๐ง๐๐ reached $๐ฎ๐ฏ๐ฒ.๐ฎ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป versus a year-ago loss.
โค Q2 net loss from continuing operations totaled $๐ญ๐ต๐ฌ.๐ฐ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.
โค Adjusted net loss narrowed ๐ฒ๐ฐ% to $๐ฏ๐ฏ.๐ฎ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.
โค First-half revenue jumped ๐ฑ๐ฎ๐ต% to $๐ต๐ด๐ญ.๐ฏ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.
โค First-half ๐๐ฑ๐ท๐๐๐๐ฒ๐ฑ ๐๐๐๐ง๐๐ reached $๐ฏ๐ฒ๐ฑ.๐ณ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.
โค Q2 operating cash flow reached $๐ฎ.๐ฎ๐ฑ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.
โค Q2 capital and intangible purchases surged to $๐ฑ.๐ฒ๐ฒ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.
โค First-half capital and intangible purchases totaled $๐ด.๐ญ๐ฏ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.
โค Nebius had ๐ฎ๐ณ๐ญ.๐ต ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป shares outstanding at June 30.
๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:
โค Explosive revenue growth highlights rapidly scaling ๐๐ ๐ฐ๐น๐ผ๐๐ฑ demand.
โค Positive ๐๐ฑ๐ท๐๐๐๐ฒ๐ฑ ๐๐๐๐ง๐๐ signals substantial improvement in operating economics.
โค Massive capital spending shows Nebius is aggressively expanding ๐๐ infrastructure.
โค Continued GAAP losses highlight costs accompanying the company's rapid expansion.
Contrast Stocks retweeted
Ondas has completed its acquisition of Cyberhawk, a global leader in drone-enabled inspection, visual data management and AI-powered asset intelligence for critical infrastructure operators.
Cyberhawk adds scaled inspection operations, a proprietary visual data platform and AI analytics to the Ondas systems of systems portfolio, extending sensing-to-decision workflows into utilities, energy, renewables, mining and industrial markets. $ONDS
ondas.com/post/ondas-completโฆ
Contrast Stocks retweeted
BREAKING: $AMD earnings:
- Revenue: $11.5 billion, est: $11.3 billion
- EPS: $1.66, est: $1.61
Contrast Stocks retweeted
3 forces quietly reshaping the network by 2034 ๐
๐ฅฝ Immersive experiences
๐ก Edge operations
๐ค Autonomous, AI-generated traffic
Swipe to see how it all adds up โก๏ธ
#AdvancingConnectivity #ConnectingIntelligence #Nokia
Contrast Stocks retweeted
U.S. PLANS BAN ON NEW CHINESE DATA CENTER PARTS
Reuters reports the Trump administration is drafting a ban on imports of new Chinese optical transceivers used in AI data centers over national security concerns.
The proposed FCC rule, expected this year, aims to prevent espionage, malware, and supply chain risks.
The move could hit China's Zhongji Innolight while benefiting U.S. rivals such as Coherent and Lumentum, though it may increase costs for cloud providers like AWS.
Contrast Stocks retweeted
A notepad in front of U.S. Secretary of the Treasury Scott Bessent reads "To Do Buy Japanese Yen $5-10 bil" as he participates in a cabinet meeting at Camp David.
The note, photographed at 11:33 EDT, came after Reuters earlier reported the Treasury had put banks on alert for a possible U.S. intervention in the market for Japan's currency.
๐ธREUTERS/Daniel Heuer
