Markos

So. A couple months back Citrini sent Analyst #3 behind the lines into the Strait of Hormuz. Cuban cigar in the water, Shahed drones overhead, IRGC patrol boats running circles eighteen miles off the Iranian coast. One of the best pieces anyone published all year. We agree with the ethos completely. We just took the part about staying alive a little more seriously. So our AAIG HR department (which we don’t have) decided it’d be slightly smarter to send Simeon Research behind the guns instead of in front of them. Badge is in hand. We’re going to Eurosatory, Paris, June 15–19 the second largest defense expo on earth. 120,000+ people, 60+ countries, every major prime and a full hall of disruptors under one roof. And no, what you just watched isn’t AI. That’s a real autonomous swarm by Swarm Defense Counter-drone is the single hottest fight on that floor right now the radars, the jammers, the lasers and the interceptors built to put swarms exactly like that back on the ground. That’s where we start with Electro Optic Systems remote weapon systems, High Energy Laser Weapons (HELW) and much more. Loitering munitions and autonomous strike following the story. From AI-enabled command and control, space-based ISR and secure comms to soldier man-to-man protection and optics. We are going to look at it all. But the bigger question we’re flying to Paris to answer is the money one: Europe is committing well over a trillion to defense this decade and we’re there to see where it actually goes. We’re sitting down with industry experts and management teams across the space. This is the open of a proper deep dive into the defense sector. Not from a desk. From the floor. what’s actually being ordered, and where the money flows next. Follow along trough our Substack. $THEON.AS $EOS.AX $RHM.NE $RENK