Day: June 9, 2026

"That's why I like to call them the Uncle Sam of AI."

$AVGO taxes every workload hyperscalers run on custom silicon. The risk is the 55% margin that eventually pushes a customer like $GOOGL to build in house.

$ONDS gives me exposure to the autonomy layer of drones through drone-in-a-box systems, autonomous networks, counter-drone technology and command-and-control software.

Ondas could become a broader autonomous defense platform across aerial drones, counter-UAS, ground robotics,

$KTOS gives me exposure to higher-end drone layer including tactical jet drones, propulsion & broader defense programs like Valkyrie.

The under-appreciated piece may be its engine business with management saying Turbine Technologies is “ripping” as Kratos gets pulled into more

"Militaries are looking at unmanned systems like $KTOS that can train against fighter jets and fly alongside the manned aircraft." -@StockSavvyShay

His premium layer of the drone trade: jet drones and loyal wingman programs.

Full breakdown of all three layers: $AVAV in the weapons, $KTOS in the aircraft, $ONDS in the autonomy. Plus why a potential Anduril IPO next year could lift the whole bucket.

I am thrilled to announce that we have closed on our acquisition of ETR (Enterprise Technology Research) bringing Wall Street’s premier technology intent spending data together and its extensive list of institutional clients under The Futurum Group umbrella.

Welcome to Futurum,

"There will be a chance to buy for less, probably within the first 90 days, possibly within the first week." -@danielnewmanUV on the $SPCX IPO

Day one could price near $2.5T. The base rate still favors patience.

$OKLO agreed to acquire ARMEC, a precision manufacturing and engineering firm focused on advanced reactor components.

The deal expands OKLO's in-house capability to build and scale its advanced nuclear systems at speed.

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UPDATED THOUGHTS ON $AAPL AFTER WWDC 2026

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