
Don Arleth
308 posts

Don Arleth
@DonArleth
American who immigrated to Poland. TVP World Anchor, International and War Correspondent. Opinions are my own.









Russian-made Iran-designed Shahed drone just hit the 1630 Bernardine church and monastery in Lviv. That’s how Russia and Putin defend Christianity and Christian values.





Former CIA Sr. Operations Officer James Acuna just posted something that should stop every defense investor cold. Dubai Airport. Not Kabul. Not Kyiv. Dubai. The drone threat isn’t theoretical anymore. It’s arrived at the most surveilled, most “protected” civilian infrastructure on earth. And while institutions were busy commissioning another study, another committee, another delayed procurement cycle, the market has already told you exactly where to position. The the counter-drone and autonomous systems supply chain will be one of the biggest sectors this next decade: $ONDS — The backbone. Iron Drone Raider is a kinetic counter-UAS interceptor. This is precisely the class of system that should be deployed at every major airport globally. $170-180M 2026 guidance. 1.5B+ cash. Backlog up 180% in 60 days. $AMPX — You can’t run persistent drone defense without persistent power. Amprius is the battery supplier solving the endurance problem for defense drones. Higher energy density = longer loiter time = actual threat coverage. $OSS — Every autonomous intercept decision happens at the edge. One Stop Systems is the edge AI compute backbone making split-second autonomous threat identification possible. No edge compute, no autonomous counter-drone. Simple. $KRKNF — The threat isn’t just airborne. Subsea autonomous systems are the next domain being contested. Kraken owns the battery and sonar bottleneck at 6,000 meters. The same neglect that left Dubai Airport exposed is playing out underwater right now. Position accordingly. Note. This is not financial advice.


A wonderful, powerful and deeply moving event and day— for Poland, for America and for freedom @KosiniakKamysz



Europe should seize the oil carried by Russia’s shadow fleet tankers in the name of European security, President Volodymyr Zelenskyy [@ZelenskyyUa] said, responding after Belgium boarded and confiscated a vessel linked to Moscow’s network of aging tankers used to bypass sanctions. tvpworld.com/91862173/zelen…






