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China’s drone technology is pushing autonomous systems to another level. The platform supports AI target recognition and customized AI training, while its stabilized infrared version comes with thermal imaging for nighttime operations. The servo-stabilized system allows the controller to move up, down, left and right, providing a wide field...

14,581 次观看 • 9 天前 •via X (Twitter)

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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.

Black Panther Capital

273,874 次观看 • 6 个月前