InertialInsane_

$EOS.AX $EOPSF $GP6 Estonia redirected €500M to air defence, signalling the limits of the US umbrella. Even small Baltic states now treat European autonomy as raw survival math. The Milrem Robotics + EOS Apollo 100kW laser deal creates a scalable European counter-drone stack. Lasers deliver the infinite magazine effect against drone swarms where missiles can’t. This fits the broader decoupling pattern of accelerating trend for European NATO countries (especially frontline Baltic and Nordic states) building independent defense capabilities to reduce heavy reliance on the US security umbrella. Europe rearming faster than expected, with Australian deep-tech carving into legacy supply chains. Rheinmetall and Hensoldt won’t own everything forever. Strong validation for the $EOS.AX Europe story. The budget shift writes it plainly!!

Mkay folks, know what a lot of investors tend to miss? ASYMMETRIC opportunies. Companies like Kraken Robotics and AST SpaceMobile are quietly building the kind of foundational infrastructure that becomes incredibly valuable long before the market prices it in. ASTS is putting together a game-changing communications network in space, while Kraken is delivering the subsea sensing, autonomy, and power tech that powers modern naval ops and keeps us aware of what's happening underwater. What really gets me excited is Kraken's partnership with Anduril. As Anduril ramps up its autonomous undersea platforms, Kraken's sonar and subsea power solutions get pulled right into a much bigger defense ecosystem with real production scale and deployment muscle. Just the other day we saw Trump announce the desire to increase the defense budget from $1T to $1.5T… On top of that, the new manufacturing facility in Nova Scotia is a big deal. It seriously reduces execution risk, boosts capacity, and sets Kraken up perfectly to handle growing demand from NATO and allied navies. We're watching the company shift from "development story" to "serious industrial scaler" RIGHT in front of us. And yet, Kraken still trades at a huge discount compared to peers such as Ondas Holdings, which often gets sky-high multiples just for its future autonomy potential. Even though it's still burning cash with limited revenue. Kraken, is already generating real revenue with incredible margins as a defense tech supplier, with actual customers, a solid backlog, and now manufacturing scale to back it up. Once it uplists to the TSX (and eventually Nasdaq), better liquidity and more institutional eyes could spark real peer comparisons. This can set the stage for the same kind of re-rating we've seen in other defense infrastructure names when the market finally wakes up to their true strategic importance. Shout out to @transhumanica for their detailed analysis that covers both companies. transhumanica.com $ASTS #ASTS $KRKNF #KRKNF