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Big Tech earnings season kicks off this week. • Google ( $GOOG $GOOGL ), Microsoft ( $MSFT ), Amazon ( $AMZN ), Meta ( $META ), and Apple ( $AAPL ) — ~$16T combined market cap — set to report • The Magnificent 7 has surged ~13% over the past 4 weeks, leading the rally • This earnings cycle will test whether the rally can continue Key focus: • Massive AI capex is pressuring free cash flow • Companies must prove ROI on AI investments • Cost control + profitability will be critical Watch closely: Cloud growth (AWS – $AMZN , Azure – $MSFT , Google Cloud – $GOOG $GOOGL) If growth disappoints, stocks could react sharply.

UK PM Keir Starmer says he discussed military options with President Trump regarding the Strait of Hormuz. • Working with multiple countries on a coordinated approach • Focus on both diplomatic and military options • Planning logistics to move vessels through the Strait Restore navigation through one of the world’s most critical shipping routes. Energy security is becoming a geopolitical priority. defensenews.com/global/europe/…

BREAKING ✨ The U.S. Space Force is ramping up demand for heavy-lift launches. • +25 additional high-energy missions (2027–2029) • Total demand up nearly 50% • ~$5B budget request for 31 launches in FY2027 Only two certified providers currently: • SpaceX (active) • United Launch Alliance (backlog, Vulcan grounded) Blue Origin could enter — but certification remains uncertain. Supply is tight. Demand is rising. Space launch capacity is becoming a strategic bottleneck. $RKLB $BA $LMT $NOC spacenews.com/space-force-fa…

$ONDS ✨ • Backlog: $177M (Mar 31, 2026) vs $68M (Dec 2025) • Added backlog: - Mistral: $264M - World View: $16M • Pro forma backlog: $457M Business highlights: • AI-enabled autonomous systems (air + ground robotics) • Counter-UAS & defense-grade drone platforms • Mission-critical wireless (FullMAX / IEEE 802.16t) • Industrial + defense + homeland security applications Platform strategy: Integrated stack of sensing + mobility + secure connectivity → targeting persistent ISR, security, and operational response ONDS is building a full-stack autonomous defense platform with growing backlog visibility and multi-domain deployment potential. ondas.com/post/ondas-com…

$VELO Velo3D CEO 아룬 젤디는 회사가 단순한 3D 프린터 판매 모델에서 부품 생산 사업으로 전환하고 있다고 말했습니다. 핵심 내용: • 항공우주, 방산, 우주 분야에 집중 • Rapid Production Solutions로 고객 진입장벽 완화 • DoD 소재 인증 프로그램은 계속 중요 • 2026년 흑자 전환 목표 • 나스닥 상장은 투자자 접근성 확대 목적 투자 논리는 단순합니다: 고난도 부품. 소량 생산, 고부가가치 시장. 방산급 제조. $VELO는 단순한 3D 프린터 회사가 아니라, 전략적 제조 플랫폼이 되려 하고 있습니다. youtu.be/_MW15HpnSN0?si…

AI mania is driving markets to record highs. • Investors chasing OpenAI & Anthropic IPOs • Massive capital inflows into AI • Valuations surging despite profitability concerns Boom or bubble? $NVDA $MSFT $GOOG $AMZN $META Source: venturenews.ai/article_page/a…

$POET ✨ Key developments in AI hardware ecosystem: • Celestial AI raises major Series C funding • $AMD participates via AMD Ventures • Increasing focus on photonics & AI interconnects Intel and AMD are both positioning around next-gen AI infrastructure. Capital is flowing into optical + AI connectivity. This is where the next bottleneck gets solved. celestial.ai amd.com/en/corporate/v…

BREAKING ✨ Google is closing the gap in cloud AI. • Full-stack strategy (chips + models + data centers) • Cloud revenue up 48% YoY • Market share doubled from 7% → 14% • Still behind Amazon (AWS) and Microsoft (Azure) Google unveiled next-gen TPU chips for AI training & inference — positioning itself as the only real challenger to NVIDIA in AI hardware. The next phase of AI competition will be about economics — not just performance. $GOOG $GOOGL $AMZN $MSFT $NVDA blog.google/innovation-and…

White House Energy Policy – 5 Key Determinations✨ Date: April 2026 Legal Basis: Defense Production Act, Section 303 1. Grid Infrastructure whitehouse.gov/presidential-a… Key Points: - Expansion of transformers, transmission systems, and grid equipment - Addressing supply chain bottlenecks - Government funding and procurement support Implication: Critical step to resolve power shortages driven by AI and data centers 2. Large-Scale Energy Infrastructure whitehouse.gov/presidential-a… Key Points: - Expansion of power generation, storage, and transmission projects - Government support for financing and risk mitigation Implication: Foundation for large-scale electricity demand (AI, industrial growth) 3. Natural Gas & LNG Infrastructure whitehouse.gov/presidential-a… Key Points: - Expansion of pipelines, storage, and LNG facilities - Ensuring reliable energy supply Implication: Primary energy backbone for the AI-driven economy 4. Coal Supply Chains & Baseload Power whitehouse.gov/presidential-a… Key Points: - Support for coal mining, transport, and power generation - Maintaining baseload power stability Implication: Coal re-emerges as a reliability asset 5. Domestic Petroleum Production & Logistics whitehouse.gov/presidential-a… Key Points: - Expansion of oil production, refining, and logistics - Strengthening energy security Implication: Supports economic stability and geopolitical resilience The U.S. government is elevating energy and power infrastructure to a national security priority, and is actively intervening to expand domestic production capacity.

$ONDS ✨ The U.S. is moving toward full-scale drone dominance. Policy direction is clear: • Government funding to boost drone demand • Regulatory barriers set to be reduced • Push for domestic manufacturing & supply chains • Whole-of-government strategy to accelerate adoption This isn’t just policy — it’s industrial strategy. Drones are becoming a national priority. commercialdronealliance.org/policy-and-adv…

$VELO ✨ From the brink of collapse to connecting with U.S. military networks. Velo3D is now positioned within the defense ecosystem — where advanced manufacturing meets national security. This isn’t just a turnaround story. It’s a shift into strategic relevance. Source: ir.velo3d.com/news-events/pr… prnewswire.com/news-releases/…

$KEEL ✨ 2030 thesis This isn’t a typical price target — it’s an execution story. KEEL is transitioning from Bitcoin mining → AI infrastructure Built on 3 pillars: • Power (secured grid access) • Sites (Sharon, Panther Creek, Moses Lake) • Timing (next-gen AI compute cycle) Key insight: The value isn’t in the pipeline size — it’s in proving one site can actually go live. If KEEL executes → infrastructure platform If not → remains a narrative 2030 outcome depends on one thing: execution. northwiseproject.com/keel-stock-for…

$KEEL ✨ Moses Lake overview • Located in a major Pacific Northwest data center hub • ~18 MW currently energized • $129M committed with Vertiv for critical infrastructure • Designed for next-gen NVIDIA GB300 / NVL72 AI workloads • Purpose-built AI compute facility (not retrofit) Key point: Moses Lake is KEEL’s first true AI-native site — built to prove the transition from mining to HPC infrastructure. If execution holds, this site could validate the entire platform. northwiseproject.com/keel-stock-mos…

BREAKING✨ Shots were fired during the White House Correspondents’ Dinner in Washington. • President Trump evacuated by Secret Service • Suspect in custody • Event canceled amid chaos • Minor injuries reported More than 2,000 attendees were forced to take cover. Security concerns now under scrutiny. washingtonpost.com/politics/2026/…

$KEEL Sharon PA deep dive: Sharon may be KEEL’s most important near-term proof point. • 110 MW development site • 30 MW already operating • Two 80 MW substations targeted by YE 2026 • PJM power market exposure • Closed-loop liquid cooling • Built around next-gen AI/HPC workloads Key point: Sharon is smaller than Panther Creek, but it may prove whether KEEL can actually execute. Next milestones: 1) Substation completion 2) Permitting progress 3) First AI/HPC lease 4) Construction start This is the moment where execution will prove whether the vision can materialize. northwiseproject.com/keel-stock-sha…

BREAKING $KEEL ✨ The U.S. just declared the power grid a national security asset. • Defense Production Act activated • Transformers & grid supply chains prioritized • Government funding + fast-track deployment This is bigger than energy. This is national defense. whitehouse.gov/presidential-a…