Charles

The world does not and will not give a fuck about you! So, appreciate the ones that take the time to care!

Jesus Christ is the Risen King!

03/26/2026 this changes everything!

XRP The Future of Banking...

JUST IN: 🇺🇸 Elon Musk offers to to pay all salaries of TSA agents as senate fails to advance DHS funding.

WOW: 🇺🇸 Warren Buffett says he can end the U.S. deficit problem in 5 minutes! "Just pass a law that any time there's a deficit of more than 3% of GDP, all members of Congress are ineligible for re-election."

Drones Are Scaling Faster Than Most Investors Realize Drones are shifting from niche tools to core infrastructure across defense, logistics, inspection, and mobility. The market is scaling from $69B in 2026 to $147B by 2036, with expanded TAM estimates reaching $400B as AI and autonomy are layered in. Here’s the map 👇 $KTOS — Kratos Pure-play on high-performance unmanned systems. XQ-58A Valkyrie sits at the center of loyal wingman programs tied to Air Force and DARPA initiatives. Raised $1.4B in Feb 2026 to scale production before full-rate contracts. Fixed-price contracts compress margins today, but operating leverage flips once Valkyrie moves beyond low-rate production. $RCAT — Red Cat Small-cap ISR platform scaling fast through US Army SRR Tranche 2 win. Black Widow program anchors credibility. Expanded into maritime via Blue Ops, adding unmanned surface vehicles to the stack. Liquidity jumped to $212M+ in 2025. Gross margin at 4.2% signals heavy ramp phase, not optimization yet. $AVAV — AeroVironment Only US-listed player combining ISR drones + loitering munitions at scale. Switchblade 300/600 deployed globally, backed by $4.6B in YTD awards and $1.1B funded backlog. Mix shift toward munitions compressed margins to 27%. Demand remains structural as procurement shifts toward expendable systems. $ESLT — Elbit Systems Full-stack drone exposure across Hermes 900, Skylark, Lanius, and SkyStriker. $28.1B backlog with 72% international mix. ISTAR & EW segment grew 39% in Q4, driven by drone-linked intelligence systems. European defense budgets + NATO restocking create multi-year visibility across platforms and payloads. $LMT — Lockheed Martin Not a drone company — a systems integrator. Demonstrated F-22 controlling drones mid-flight, pushing crewed-uncrewed teaming forward. HELIOS laser successfully neutralized UAV threats in Navy tests. $3.5B annual R&D builds long-term moat where drones integrate into larger combat architectures. $AIRO — AIRO NATO-aligned VTOL ISR platform via RQ-35 Heidrun. Operates across border patrol, surveillance, and search/rescue. Q3 revenue impacted by ~$20M shipment delays, showing lumpiness at small scale. 58% gross margin reflects embedded software/services. European defense expansion directly feeds pipeline. $UMAC — Unusual Machines Only US-listed NDAA-compliant drone component supplier. Motors, ESCs, FPV systems replacing Chinese hardware. Enterprise mix jumped from 31% → 81% in 2025. $103M cash, zero debt. First US Army order ($2.1M) validates procurement pathway. TAM expands with every restriction on foreign components. $TDY — Teledyne Owns the sensing layer. FLIR thermal cameras integrated across global UAV fleets. Digital Imaging segment grew 20%+, driven by infrared payload demand. Platform-agnostic exposure — benefits from every drone built, regardless of manufacturer. Quiet infrastructure play with high switching costs. $LHX — L3Harris Controls the network layer. Selected by DIU to prototype swarm command system capable of coordinating thousands of autonomous assets. Backlog >$38B, book-to-bill 1.3. AN/PRC-158 radios already deployed on Gray Eagle UAS. Future upside tied to scaling multi-drone coordination, not single platforms. $RTX — RTX (Raytheon) Exposure sits around drones, not inside them. Coyote interceptor deployed in live environments. Collins Aerospace supplies avionics and navigation systems embedded in UAVs. $268B backlog with 1.56 book-to-bill. Captures value from both drone proliferation and counter-drone demand simultaneously. $DRO / $DRSHF — DroneShield Pure-play counter-drone. DroneGun and DroneSentry platforms detect and neutralize UAV threats. Pipeline at A$2.3B across 295 deals globally. 18 deals >A$30M, largest at A$750M. Operating leverage kicks in above ~A$150M cost base. Revenue timing remains lumpy, but demand is accelerating. $DPRO — Draganfly Commercial + defense crossover. Flex FPV selected by US Army with on-site production requirement. Outrider platform demonstrated 100 lb payload and 7-hour endurance. $69.9M cash vs ~$2M quarterly revenue highlights early-stage scale. Product-market fit exists, conversion to revenue still proving. $ONDS — Ondas Multi-system autonomy platform. Optimus drone-in-a-box, Iron Drone interceptor, robotics, and RF cyber solutions under one stack. Revenue scaled from $4.2M → ~$30M quarterly in 2025. UAE, Europe, and US contracts active simultaneously. Execution risk high, but platform breadth is unmatched. $ACHR — Archer Focused on urban air mobility. Midnight aircraft reached 100% FAA Means of Compliance acceptance. UAE pathway could enable commercial flights before US. $2B liquidity supports aggressive production ramp. Partnerships with United + KakaoMobility anchor early network demand. $JOBY — Joby Most advanced Western eVTOL operator. Blade acquisition brings real operating infrastructure. FAA-conforming aircraft now in testing phase ahead of pilot certification flights. Dubai exclusivity + Uber integration solve distribution layer. Scaling from testing to operations is the key inflection. $EVTL — Vertical Aerospace VX4 platform targeting 100-mile range and 200 mph speeds. Pre-orders exist but financing conditions weaken visibility. No revenue yet. Balance sheet restructuring reset strategy. Certification timeline remains long. High beta to capital markets + execution. $EH — EHang Only profitable eVTOL company globally. EH216 already certified by CAAC and delivering units. Q4 revenue up 163% sequentially, showing scaling post-certification. VT-35 adds higher ASP platform. Geographic concentration in China remains key variable for global expansion. $HOVR — Horizon Aircraft Hybrid eVTOL with fan-in-wing design. Achieved successful forward transition flight — one of the hardest technical milestones. Targets longer range + higher payload vs urban air taxis. ~$17M cash, pre-revenue. Every milestone ahead is binary, but performance ceiling is higher than peers.

🚨JUST IN: Bitwise OFFICIALLY Files 107-Page XRP ETF Annual Report With the SEC 😳🔥 The @Bitwise XRP ETF has officially FILED its FIRST 10-K annual report with the @SECGov, putting a full 107-page report on record for an $XRP-backed fund. 👀 The filing shows the fund: 👉 holds ONLY XRP 👉 tracks $XRP using the CME benchmark 👉 uses @Coinbase for custody 👉 saw about $267 MILLION in new share creations 📈 That is HUGE.

INSIGHT: The @SECGov just approved @Nasdaq's tokenized securities framework, bringing blockchain into U.S. equity markets. Critics say it preserves the same intermediaries and keeps Wall Street firmly in control.

Lemon Pound Cake!

BOOOOOOOOOOOOOOOOMMMMM!!!!! CNBC ANNOUNCED A COMPROMISE BETWEEN BANKS AND CRYPTO COMPANIES COULD BE ANNOUNCED TODAY! CRYPTO MARKET STRUCTURE BILL IS ABOUT TO GET SIGNED!! GIGA BULLISH FOR #CRYPTO AND #XRP!

JUST IN: 🇺🇸 Senators have reached a deal with the White House to resolve the crypto stablecoin yield dispute with banks.

🚨 BREAKING: U.S. SENATORS REACH BIPARTISAN DEAL WITH WHITE HOUSE ON STABLECOIN YIELD DISPUTE The CLARITY Act just cleared its biggest hurdle. Senator Thom Tillis (R-NC) and Senator Angela Alsobrooks (D-MD) confirmed Friday they have an agreement in principle with the White House on stablecoin yield language that stalled crypto market structure legislation for months. "Sen. Tillis and I do have an agreement in principle," Alsobrooks said. "It will allow us to protect innovation, but also gives us the opportunity to prevent widespread deposit flight." Tillis added: "In working with the White House, I think we have an agreement. Now we have to vet it with industry, because they are a party to an ultimate deal." The bill could now move to a Senate vote within weeks. If passed, it would end regulation by enforcement and bring clearer rules on token classification, intermediary standards, RWA tokenization, and small transaction tax clarity. The House passed the CLARITY Act in July 2025. The Senate version has been stuck in Banking Committee over the stablecoin yield fight between banks and crypto firms. That fight may now be over.

BREAKING: 🇺🇸 SEC CHAIR JUST SAID THAT ALL FINANCIAL MARKETS WILL MOVE FULLY CRYPTO ON-CHAIN "IT'S REAL AND IT'S HAPPENING NOW" WHAT A TIME TO BE ALIVE 🔥

STOCKS TO BUY ON DIPS Stocks to buy for the next 10 years: AI COMPUTE: $NVDA $AMD $AVGO AI MEMORY: $MU $WDC $SNDK AI INFRA: $NBIS $SMCI $VRT NETWORKING: &MRVL: $ANET $ALAB OPTICS: $LITE $COHR $CIEN POWER / NUCLEAR: $CEG $OKLO $VST ROBOTICS / AUTONOMY: $TSLA $SERV $MBLY DRONES / DEFENSE: $ONDS $KTOS $AVAV SATELLITES / SPACE: $ASTS $RKLB $LUNR DIGITAL FINANCE: $COIN $CRCL $HOOD

ETFs have made it so easy to start investing. If you want to invest in the S&P 500, buy: $VOO $SPYM If you want High Growth, buy: $SMH $SCHG $QQQM $SPMO If you want Technology, buy: $XNTK $XLK $VGT $FTEC If you want Monthly Income, buy: $GPIQ $GPIX $SPYI $QQQI $DIVO $IDVO $JEPQ If you want Weekly Income, buy: $ISBG $CHPY $NVII $MAGY $TDAX $TSYX If you want Dividends, buy: $SCHD $DGRO $VYM $FDVV If you want Everything, buy: $VT $ALLW If you want International, buy: $VXUS $VEA If you want Small Caps, buy: $AVUV $VBK $IWM If you want Real Estate, buy: $VNQ $SCHH $XLRE If you want Bitcoin, buy: $BTC $IBIT $ARKB $BITB $FBTC

Check out dknarf's video! #TikTok tiktok.com/t/ZP8bUooNP/

Check out That WUBRG Guy's video! #TikTok tiktok.com/t/ZP8bUWrVM/