JAR

Should we have Ansem review some tickers on the next episode? What tickers are you watching?

These UFO files were just the start. Government insiders reveal 'holy crap' moment coming next... and their bombshell extraterrestrial 'conclusive proof'

BUILDING THE INFRASTRUCTURE OF TOMORROW 1. $RKLB building the vertically integrated logistics layer of the space economy through launch vehicles, spacecraft buses, satellite components & propulsion systems backed by a $1.8B backlog & a growing government manifest. 2. $ASTS building the communications layer that connects directly to standard smartphones with BlueBird 7 set to launch April 19 & more than $1B in contracted revenue commitments already in place. 3. $OKLO building the “local nuclear plant” for the AI economy through its Aurora microreactor with $META targeting up to 1.2 GW in Ohio & federal momentum around advanced nuclear continuing to build. 4. $ONDS building the autonomous defense stack across drone communications, counter-drone systems, robotics & secure ISR networks with FY2026 revenue guided to $375M. 5. $IONQ building quantum as the overflow compute layer for problems classical silicon cannot solve with native availability on $AMZN AWS, $MSFT Azure & $GOOGL Cloud plus a recent $54M AFRL contract for quantum networking research. 6. $PL building the real-time geospatial intelligence layer from orbit with a $900M growing backlog & expanding traction across NATO & U.S. government programs. 7. $NBIS building sovereign AI compute infra outside the hyperscaler stack with $46B in contracted AI infra deals, a $2B $NVDA strategic investment & connected data center capacity guided to 900 MW by the end of 2026.