NATO
Themes Transatlantic Defense ETF
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How important is Canada to the US? AI Overview Canada is extremely important to the United States due to its role as the largest trading partner, the largest export market for American goods, and a crucial supplier of energy. The two countries are also close allies with deeply integrated economies and strong security cooperation, as exemplified by [NORAD](https://www.google.com/search?sca_esv=30cc307e8b6ba113&sxsrf=AE3TifPPm7BwC7YiWpHpKQlHrzH04xEr9A:1761426571661&q=NORAD&sa=X&ved=2ahUKEwjii-ioocCQAxVxJkQIHUBoLs0QxccNegUIrAEQAQ). Economic importance * **Trade:** The U.S. and Canada share the world's most extensive trading relationship, with nearly \\$3.6 billion worth of goods and services crossing the border daily in 2023. * **Exports:** Canada is the largest single market for U.S. exports, purchasing more American products than any other country. * **Integrated supply chains:** The economies are highly integrated, with many goods, especially in sectors like automotive and agriculture, crossing the border multiple times during production. * **Energy:** Canada is the largest foreign supplier of energy to the United States, providing energy imports like crude oil, natural gas, and electricity. * **Investment:** Canada was the largest source of foreign direct investment (FDI) in the United States in 2023. Security and alliance * [**Military cooperation:** ](https://www.google.com/search?sca_esv=30cc307e8b6ba113&sxsrf=AE3TifPPm7BwC7YiWpHpKQlHrzH04xEr9A:1761426571661&q=Military+cooperation&sa=X&ved=2ahUKEwjii-ioocCQAxVxJkQIHUBoLs0QxccNegQIdRAD) The two countries are steadfast allies that collaborate on national and global security, including in areas like law enforcement and joint military operations. * [**North American Aerospace Defense Command (**](https://www.google.com/search?sca_esv=30cc307e8b6ba113&sxsrf=AE3TifPPm7BwC7YiWpHpKQlHrzH04xEr9A:1761426571661&q=North+American+Aerospace+Defense+Command+(NORAD)&sa=X&ved=2ahUKEwjii-ioocCQAxVxJkQIHUBoLs0QxccNegUIjgEQAw)[**NORAD**](https://www.google.com/search?sca_esv=30cc307e8b6ba113&sxsrf=AE3TifPPm7BwC7YiWpHpKQlHrzH04xEr9A:1761426571661&q=NORAD&sa=X&ved=2ahUKEwjii-ioocCQAxVxJkQIHUBoLs0QxccNegQIehAB)**):** This is a prime example of their defense partnership, with both countries jointly responsible for aerospace warning and control. * [**Shared values and goals:** ](https://www.google.com/search?sca_esv=30cc307e8b6ba113&sxsrf=AE3TifPPm7BwC7YiWpHpKQlHrzH04xEr9A:1761426571661&q=Shared+values+and+goals&sa=X&ved=2ahUKEwjii-ioocCQAxVxJkQIHUBoLs0QxccNegUIrgEQAw) Both nations cooperate on a wide range of multilateral issues, working together in organizations such as the United Nations and NATO.
>I've been researching INTC ever since China started taking more interest in supporting the war in Ukraine. With the orange man talking about how he will not aid NATO in EU it got me thinking. Why would he say that? Could they be gearing up for a multi-front war and wouldn't be able to stretch their forces? >I put on my tin foil hat and started digging in. Taiwan is obviously a very important geopolitical player due to their advanced microchip manufacturing. Recall what chaos happened when COVID struck and TSMC fell behind,.. It took several years to recover. So here I am thinking, who is the only microchip manufacturer that can produce a microchip from nothing. I'm sorry my dude, this is enough to know you are clueless. Potential conflict with China and limiting the military involvement in Europe was semi-openly discussed since at least Obama. US military has been openly reorganizing (or trying) for potential conflict in pacific Asia. It's nothing new. Intel was supposed to be the solution for over-reliance on TSMC for manufacturing but it kept dropping the ball. It will be propped up by US admin but if they don't deliver on 18A, which is almost 2 years late already, that'll be about it. Meanwhile TSMC is playing a balancing act between keeping their bleeding edge at home and a buildup of production capacity in other locations to remain a viable option regardless of geopolitics. You don't mention Samsung even once which shows how little you know. And no single company can produce chips from nothing. No single country can.
US pushing away the whole world and then waging war on one of the g7? Yeah that can only end well for the US. US gets kicked out of NATO and all that funding goes to defending Canada. Which is going to win, the 3.3 Trillion dollar army made up of 31 nations, or the 1.5T one? (Numbers are AFTER subtracting US's funding to nato and adding it as its own military spending instead.)
Who is Canada going to send stuff too? Nobody. There is nobody else. You thinknmaybe China? No. China makes their own shit and doesn't need anything from Canada. You think maybe Europe? Nope. Europe doesn't give a crap about Canada because daddy usa provides basically all of NATO defense. Canada has one major buyer and it's the USA. There is nowhere else for them to go
That JV sounds promising on paper, but targets that far out (2028) are more marketing than metrics right now. If they can actually execute and lock some NATO contracts, then it’s a real story; but until then, it’s just potential. Gotta watch the cash flow and dilution before chasing the hype.
BURU time. Nuburu announced a joint venture with Maddox Defense through Nuburu Defense LLC to target the $7–10.3 billion NATO drone defense market, aiming for $100 million in annual revenue by 2028. The JV, to be established in Italy by December 2025, will use 3D-printing manufacturing pods for rapid drone production. Nuburu is now also in full compliance with NYSE requirements.. They just announce yesterday night so buy before it goes up too much. Stocks already up in AH.
Nuburu announcing a drone joint venture agreement with Nuburu Defense LLC and Maddox Defense Incorporated. The joint venture targets the NATO UAV defense market valued at $7-$10.3 billion annually and projects $100 million in annual revenue by end of 2028 • Nuburu Defense will contribute up to $10 million in capital while Maddox Defense brings assets, intellectual property, and personnel to the partnership • The JV will use rapid-manufacturing pods with 3D printing capabilities for deployable field fabrication of drone systems near operational zones • A definitive Joint Venture Agreement is expected by December 15, 2025, with the JV Company established under Italian law as a European manufacturing hub
Nuburu announcing a drone joint venture agreement with Nuburu Defense LLC and Maddox Defense Incorporated. The joint venture targets the NATO UAV defense market valued at $7-$10.3 billion annually and projects $100 million in annual revenue by end of 2028 • Nuburu Defense will contribute up to $10 million in capital while Maddox Defense brings assets, intellectual property, and personnel to the partnership • The JV will use rapid-manufacturing pods with 3D printing capabilities for deployable field fabrication of drone systems near operational zones • A definitive Joint Venture Agreement is expected by December 15, 2025, with the JV Company established under Italian law as a European manufacturing hub
Nuburu announcing a drone joint venture agreement with Nuburu Defense LLC and Maddox Defense Incorporated. The joint venture targets the NATO UAV defense market valued at $7-$10.3 billion annually and projects $100 million in annual revenue by end of 2028 • Nuburu Defense will contribute up to $10 million in capital while Maddox Defense brings assets, intellectual property, and personnel to the partnership • The JV will use rapid-manufacturing pods with 3D printing capabilities for deployable field fabrication of drone systems near operational zones • A definitive Joint Venture Agreement is expected by December 15, 2025, with the JV Company established under Italian law as a European manufacturing hub
yeah, i run similar, my 401 goes to the fidelity version of spy and the ira/roth are mainly voo/vgt with a newer NATO etf i've been buying and then various stocks like RKLB, LTBR, ABCL, NVIDIA and the sort that I've picked up along the way
BUY BURU NOW 🚀🚀🚀 The agreement, signed with Nuburu Defense LLC and Maddox Defense Incorporated, will create a JV company controlled by Nuburu Defense that will develop, manufacture, and deploy drone systems for military and commercial applications. The parties estimate the NATO UAV defense market opportunity at approximately $7-$10.3 billion annually.
BUY BURU NOW 🚀🚀🚀 The agreement, signed with Nuburu Defense LLC and Maddox Defense Incorporated, will create a JV company controlled by Nuburu Defense that will develop, manufacture, and deploy drone systems for military and commercial applications. The parties estimate the NATO UAV defense market opportunity at approximately $7-$10.3 billion annually.
Add the NATO meeting on the 21st of November
$NOU is often seen as the leader in the graphite sector, with a mission squarely focused on meeting the rapid growth in the electric vehicle and energy storage markets. $FMS, on the other hand, operates in a very different space. Its high-purity graphite is tailored for a diverse range of industries, including EV batteries, high-tech manufacturing, and critical defence applications. Let’s look at the grades: • $NOU: average grade 4.23% Cg, cutoff 2.20% Cg • $FMS: average grade 15% Cg, cutoff 3.49% Cg What does this mean? $NOU produces battery-grade graphite suitable for EVs and energy storage, but its grade and purity are not exceptional for defence applications, which require ultra-high-grade, low-impurity material for missiles, jets, and nuclear systems. Companies like $FMS, with higher natural grades and purity, are much better positioned to supply military or aerospace projects. $FMS has already demonstrated its strategic potential. Natural Resources Canada brought the company to Japan to present to key stakeholders, following a successful missile test using $FMS’s graphite that reached Mach-5 speeds. These milestones are rare for a junior miner and led NRCan to release a study outlining thermal purification processes for graphite, using Lac Knife’s cut-off grade. Beyond its proven performance, $FMS offers a cleaner, lower-cost metallurgy process compared to $NOU. Its deposits are dominated by large and jumbo flake graphite the type used in defence applications such as ballistic missiles, electronic warfare systems, body armour, and artillery commanding 4–5x the value of standard battery-grade graphite. $FMS is also arguably closer to production than $NOU and has a pending resource update expected to significantly increase contained graphite, bringing it close to $NOU in size. With grades 2-3X higher than $NOU, $FMS has historically shown a superior internal rate of return, a gap that has likely widened with rising demand for defence-grade materials. Currently, $NOU’s market cap sits at $600M, while $FMS is around $45M, despite its clear strategic advantages. With the U.S. aiming to close the missile technology gap with China and Russia, access to high-purity graphite is critical. $FMS’s Lac Knife and Lac Tétepisca projects have already proven capable at Mach-5+, with potential well beyond that. In times of heightened military focus, governments often invest directly in critical resource projects to accelerate production. With NATO and Canadian defence spending on the rise, Focus Graphite is well positioned to become a strategic partner in supplying essential materials for future defence innovation.
I went with NATO etf myself, same idea as euad but also includes the American defense companies Next couple weeks should be interesting for the both of us with all the earnings reports coming out
We'll see who gets defense contracts in the US and European NATO countries.
Another factor you didn't list is that USA/EU might confiscate Russia's frozen dollar holdings and give it to Ukraine, which seems morally right, but it would be a completely unprecedented step that would make other central banks reconsider their current positions (most central banks were all in on dollars/euros stored in USA/EU). BRICS is such a joke and shouldn't be a serious discussion point. Alliances and economic bonds like the EU, NATO, USA/Mexico/Canada, OPEC, etc. work because all of the countries have similar governments, culture, economic desires, etc. that bind them together. BRICS is 3 democracies and 2 dictatorships scattered across the globe. India and China are arguably enemies. In order for a BRICS currency to actually take off, Russia and China would have to remove their strict currency controls and allow their citizens to trade rubles and yuan for BRICSBUX, which would probably lead to rich people converting their money to USD/euros/gold and taking their money out of the country.
Defense companies report tomorrow - good or bad they have a strong tailwind. Returns for the last few years have been great. Don’t know if there will be tariff noise on materials, but it won’t matter over time. NATO buildout, drones, space , etc., will drive demand. Favorites are RTX, LMT, KTOS, and the ETFs SHLD and PPA. Good luck!
While everyone is chasing tech, it has been a great market for defense stocks. And that will continue for a few years as NATO builds out, we may build a golden dome, modernize our military, and expand military into space. All present opportunities for builders of conventional warfare, drones and space.
If Whitespace charges ALRT to garner a higher revenue %, it'd be brought into question why they didn't just settle for a higher % earlier. Investors may get antsy that massive portions of ALRT revenue is just being given back to Whitespace; it wouldn't be a great thing image-wise for both ALRT and Whitespace. ALRT further brings with it the value of infiltration, as we've seen through their appointment to the NATO CotW and access to the UK House of Lords and military rankings. I definitely don't rule out the possibility of Whitespace milking more from ALRT, but it'd seem counter-intuitive for Whitespace to make ALRT an obvious scapegoat or revenue funnel, given that it wouldn't drive confidence with both investors and clients.
I like NATO (no joke, that’s the ticker). It’s an etf that gives you exposure to the whole of the defence industry supplying NATO, so you get global exposure.
is hyperinflation and ww3 still not in the background? Last I checked, half of "home and pantry/fridge staples" are still twice the price they were 2 years ago and wages have nowhere near caught up. I don't know the exact specifics of what qualifies as hyperinflation, but still getting paid like its 2020 when half the things you need to purchase are twice as expensive has got to be somewhere up on that ladder of hyperinflation. I would also say we are far closer to WW3 now. Venezuela is very in the bed with China, Iran, and Russia. There is no indication that China will not invade Taiwan soon, and that us becoming occupied in Venezuela won't be their signal to make their move on Taiwan. There's nothing to indicate Russia doesn't decide to bomb the shit out of Latvia tomorrow and ask NATO if they think its worth dying over, while we stare at them with their bottle in hand piss drunk with crazy eyes and think to ourselves "can we make rational assumptions about irrational actors?". I don't know if you were trying to imply the current geopolitical climate is far more relaxed than it was last year, but I feel like you were and I definitely feel like it is not
Russia / Ukraine is regionally contained my ass… NATO spans the globe, North Korea is shipping weapons and oil back and forth with Russia in the pacific, Ukraine has hit Russian assets in Africa several times, BRICS nations span the remainder of the globe that NATO doesn’t cover… and so on and so forth
RCAT is 60% of my port, I’ve held shares since 2024, I really need some NATO nobody like Belgium or Portugal to put an order in so the MC can blow to 10 billion and change my life
Gold is front running the printer. And the printer is coming. Except this time its starting from elevated inflation and a weakening jobs market. I'll list some counter points (importantly I'm not saying your wrong). 1. USA just borrowed 1.1 trillion in 60 days and that has slight dropped off but the pace is still high. 2. Central banks are continuing gold purchases. No evidence they have stopped. foreign central banks now hold more gold than treasuries. 3. Treasury auctions have actually been seen weak demand. Consistent tails, and importantly primary dealers taking less and less. The indirect and direct bidders are pension funds and retail funds who are buying as either the only place to park money or required by risk departments. 4. China america is the trade war and that is escalating. 5. You have a president and federal gov who are on the edge of fascism. Deploying national guard to states to police them. That is fucking insane. 6. I'd argue yields are low for the above reasons but also because there is nowhere else to park money. Swiss bonds just went negative they don't want people putting money there. 7. Russia/Ukraine take is wild. You have NATO countries like Sweden advising residents to stock pile food for war. Europe is literally preparing to enter that war. 8. Israel/Iran/Gaza... Do we really think that's going to last. Comedy. I could keep going with about 40 other reasons. I guess its all perspective though. Really only matter what the market psychology is.
"After talking with Putin I have decided that the US should leave NATO. We should remove all sanctions from Russia, and it turns out that Ukraine started this war in which they were invaded without provocation" Fuckin knob. Wake me up when he starts behaving as though he *isn't* Putin's bitch.
If they are part of NATO then they need to contribute to the agreed amount.
Russia was losing to Ukraine well before other countries stepped in (yaknow the 2 week invasion that went no where and after a month Russias supply lines ran out and their tanks had no fuel to continue the invasion). Ukraine lasted well over a month without help so not sure it’s believable Russia could beat them within a month. But sure Ukraine probably would’ve lost by now without help and Russia wouldn’t have been able to continue this long without help. You can call it trade cuz Russia has to basically give away its oil to get their handouts. Some would argue the trade with Ukraine and the west are Ukrainian lives, the West are using them to fight Russia and die instead of their own people. The US is also getting mineral deals from all the “handouts”. So it is the same. Also Russia and their bots should know that Ukraine wouldn’t get so much help if Russia didn’t violate so many international laws and threaten all of their neighbors. Russia has been testing NATOs response time for years and constantly pushing the line to see how far they can get. They “accidentally” bombed Poland like 4 times in the last 18 months, they violate NATO airspace weekly, they send spy subs into NATO water (literally this week), and they fund proxy wars against NATO. So ofc NATO will take the opportunity to have Ukraine fight as a proxy against Russia.
It's russia vs Ukraine + 32 other countries providing weapons, fundings and intelligence. Ukraine would collapse in less than a month if NATO stop sharing intelligence and weapons
Purposely not buying our soybeans? I thought this was a free market. Or does that only apply to NATO countries?
The last paragraph of the Army announcement specifically says micro reactor, “This initiative represents a substantial investment in military and national energy dominance and will help chart the course for widespread deployment of Microreactor Power Plants.” I just bought some NKLR (Terra Innovatum) on Monday and they are creating micro reactors in collaboration with NATO for this same purpose. [https://www.globenewswire.com/news-release/2025/09/30/3158709/0/en/Terra-Innovatum-Announces-Strategic-Alliance-with-Defense-Engineering-Center-RAIT-88-to-Accelerate-Global-Commercialization-of-SOLO-Micro-Modular-Nuclear-Reactors.html](https://www.globenewswire.com/news-release/2025/09/30/3158709/0/en/Terra-Innovatum-Announces-Strategic-Alliance-with-Defense-Engineering-Center-RAIT-88-to-Accelerate-Global-Commercialization-of-SOLO-Micro-Modular-Nuclear-Reactors.html)
Not even a third of that have been lost, the Russians are the ones with over a million losses so far. Without NATO there would be no Ukraine anymore so stop the bulltalk.
When ruzzia starts its war with NATO, gold will skyrocket.
I don’t know about now or the short term, but in 5 years, palantir’s tech will be used by all of NATO. US basically controls NATO and US will get all of its allies to switch to Palantir tech. May be eventually South Korea, Japan too. That is a massive market, with almost no competitors. UK already has started buying palantir tech, and that’s just the beginning.
US interests are being undermined by its president and his self defeating ( by design) policies. Meanwhile China has announced that it will deny export licenses for critical minerals, particularly rare earth materials, to foreign militaries and companies producing military goods. That’s a highly targeted move that is beyond the world of trade and into the realm of national security with significant potential implications. This move won’t effect Chinese allies militaries - Russia, North Korea, Iran….. it will impact NATO, the US, Ukraine and it’s allies in the medium to long term.
RCAT has been great, their black widow drone is the recon drone of choice for US army, more deals will be done when NATO starts building up its European strength and they’ve acquired and developed the USV boat design that has caused havoc to the Russian navy in the Black Sea
We are at the start of a technological revolution that will increase margins for a majority of companies... *Eventually.* For the time being it isn't materializing as anything except a huge amount of spending/investing in build out. As it stands, most AI products haven't generated a return of any kind, let alone boosted margins of the entire market. (And could potentially cause an enormous unemployment crisis - AI isn't an ATM - if it can do what they say/think it'll do the impacts will be greater than any past labour replacing advancement.) Additionally we can't trust data from the government any longer, the SEC is now toothless to enforce good behaviour, unemployment keeps getting revised downwards, tariff effects are yet to be felt due to the advance notice front loading, and household debt to income ratios are growing. Not to mention the slow devaluation of the US dollar, destruction of US international goodwill, and governmental corruption and incompetence. In regards to the Fed there's a potential return to stagflation as inflation ticks up, rats come down to deal with the lagging employment. (Though of course inflation affects equities beneficially for a while at least, as money from QE and savings has to pour into equities so as to not lose its value - though can eventually cause unemployment.) And this is ignoring geopolitical risks like a more aggressive Russia (as it seems eastern European countries are convinced they will attempt to provoke NATO / test NATO's resolve) and the effects on oil/energy, and China attempting to leverage US weakness to their benefit. Idk, I'm fully invested and plan to hold through most things, but the bears aren't coming from a place of stupidity. Those that say the market will crash today, tomorrow, etc. presume too much. But those that say the outlook is concerning at least are right to be concerned.
Imo, all of this is great for China and BRICS as a whole. The global realignment around BRICS / SCO versus the G7 and NATO is moving really fast this year.
To add, Kamala Harris promoted expanding NATO to Putin's doorstep. She was totally ignorant of history and context. Russians view Napoleon, WW1 and WW2 as repeated European invasions. Expanding NATO up to the Russian border for decades was considered an act of aggression, yet Kamala promoted it.
How are restrictions to buy goods that other NATO members can buy freely not a sanction?
Get a shovel and start digging for rare earths, accelerate the production at Ramacos coal mines. What else can America and NATO countries do.
War it seems Reports of russian NATO base bombings
You say for the West but actually mean for the US. I live in Luxembourg working in IT and I really hope that this creates competition. Since the US sanctioned us (a NATO country) for no reason, it's very difficult to acquire hardware because suppliers stopped selling GPUs to us, not because they can't but because documentation needed to proof that they are not selling AI chips to us is too complicated to them. I really hope that China will sell to us.
OK, let's talk about the current BURU. Some tagged the CEO a scammer cuz he is currently buying out his own company (Orbit) to fund inside practices. But if you look beyond that, what if it's all part of a long-term visionary plan? Unless someone can give me a sensible bearish view on NUBURU, all I know is that NATO don't play when it comes to tech advanced utilities for global stability. Betting big on this one
>BREAKING: Trump: Maybe Spain should be thrown out of NATO. Bro really hates the Mexicans
NATO supply weapons to Ukraine, Russia analyzes and strategizes on how to counter and then destroys weapons sent to Ukraine lol.... Remember the war was created by corrupt Politicians and business in America, Israel & Ukraine, then Funded by European Parliaments at the expense of their infinite money glitch which is banks and taxes. I'm beginning to regret buying BURU, but hey, it can make you rich... But how does it make you rich, if it keeps going down
depends who the US commander in chief is but europe/NATO may just buy whatever the hell the united states tells them to
AUGUST 2023: NASA CONTRACT AWARDED TO NUBURU https://www.semiconductor-today.com/news_items/2023/aug/nuburu-080823.shtml MAY 2024: NASA CONTRACT AWARDED TO NUBURU https://www.semiconductor-today.com/news_items/2024/may/nuburu-070524.shtml#:~:text=NUBURU%20Inc%20of%20Centennial%2C%20CO,technology%20for%20high%20electrical%20efficiency. MAY 2025: NUBURU Unveils Strategic Initiative to Revitalize Blue-Laser Business Unit with New Applications in Defense Sector This initiative is set to redefine the company’s approach to leveraging laser technology within the defense sector, promising to enhance NUBURU's market position. https://www.businesswire.com/news/home/20250505022674/en/NUBURU-Unveils-Strategic-Initiative-to-Revitalize-Blue-Laser-Business-Unit-with-New-Applications-in-Defense-Sector OCTOBER 2025: NUBURU to Acquire Orbit, Expanding Defense & Security Hub with Cutting-Edge Operational Resilience Solutions capabilities increasingly prioritized also in defense sector by NATO, the U.S. Department of Defense, and other allied agencies. By integrating Orbit's Software-as-a-Service ("Saas") technology with Tekne's electronic warfare and NUBURU's laser systems, the Company aims to deliver an end-to-end suite of defense and infrastructure resilience solutions. $3.22 million by 2026; $10.75 million by 2027; $19.29 million by 2028. https://ca.finance.yahoo.com/news/nuburu-acquire-orbit-expanding-defense-133300749.html JULY 2025: NUBURU Advances Toward Strategic Transformation as NYSE American Accepts Compliance Plan On April 29, 2025, NYSE American notified NUBURU of non-compliance with Section 1003(a)(i) of the NYSE American Company Guide due to a stockholders’ deficit of $(37.8) million as of December 31, 2024, and losses in the two most recent fiscal years. Following a thorough review of the Company’s May 29, 2025, plan and financial projections, NYSE Regulation has approved the plan, allowing NUBURU to continue its listing while executing key initiatives https://ca.finance.yahoo.com/news/nuburu-advances-toward-strategic-transformation-122900456.html JUNE 2025 : NUBURU Accelerates M&A Strategy with $100 Million Flexible Growth Capital https://ca.finance.yahoo.com/news/nuburu-accelerates-m-strategy-100-132000181.html
Putin attacking NATO would be my bet
The company is already active in DoD / ESTCP projects. USA has bases everywhere in the world not just NATO countries, and DoD has strict measures for everything so not sure when, but I think a little drop of information would take this an instant 10$ stock.
War could potentially escalate in Europe in the near future, especially if NATO does start shooting down the Russian jets, as is being discussed.
Your second sentence about politics is why I'm such a pessimist about the market right now. The market sees ups and downs, but I don't think we've seen a global political climate combined with economic issues since pre-Depression. Markets rebound quickly in normal times, but we have some dangerous people setting a dangerous global tone right now. I don't think people realize how ugly things will get if America really does end up in a civil war type situation, and it feels like our Pedo in Chief is hell bent on making that a reality. Putin is one wrong button push away from triggering NATO action, and who knows what will happen in the Middle East. Markets will go up over time, but with crazy people in control, you never know what's about to happen and how disastrous it may be.
I've been watching the market since 2001, which isn't a long time, but it is a time period that has involved a lot of gloom and doom predictions that resulted in yet another market high, so I'm pretty jaded when people start writing negative predictions. It's different now. You can almost feel the tension in the global economy, primarily driven by politics. It absolutely blows my mind that gold hit 4000. I played some options on it when it was 1850 something. I don't consider gold moving that much an expression of confidence. This report is one of many canaries in the coal mind that will be dying this quarter and I think will be reflected throughout Europe except some military production stocks as Ukraine continues and Russia becomes increasingly aggressive toward NATO. As an American I will say without question that things feel significantly more expensive, especially electricity and groceries - essentials. It's my perception that the rest of the world is pretty much in the same or worse situation with the exception of a few that have wisely invested in renewables for decades. That means there are a lot of discretionary spending sectors, here and in Europe, that are already suffering are likely to have a really bad holiday season/first Quarter. A question is whether or not there's some global event that drives a crash or Quarter 1 earnings reports being horrible with no light visible in Quarter 2. Events are all over the place with the whole Trump army thing blowing up to Russia actively attacking NATO to China taking America's distraction as the best opportunity is going to have to invade Taiwan knowing all they have to do is make a really good chip deal with Trump to prevent our involvement. The AI bubble thing seems further down the road - like summer 2026. It's kind of agonizing because I've been burned so many times buying Puts on SPY (because the market is freaking irrational), but I'm really thinking about selling some stock and picking up 10 deep OTM SPY lots then selling during the first hard crash. Figure I've got another week or two before it becomes trying to time the market, but I'll go six months out planning to sell within 2-4.
BURU - I got out on Friday with close to 40% gain, I never like it but too many ppl promote/pump this. The recent news, Orbit acquisition with total full value acquisition at only 12.5mil. Buy company with 12.5mil and expecting to tap into billions of value in electronic warfare? They mentioned 2026 revenue about 3mil from Orbit itself. Additionally Tekne biggest contract is with Bangladesh at 6.0mil? No other backlog contracts? Tapping into US alone might be challenging for them? NATO? They will face fierce competitors and reputable companies? Although yesterday was a great run upward, I congratulate to all that make good money :). Just be cautious and manage your expectations!
Orbit’s platform enables organizations to anticipate, manage, and recover from disruptions across physical and digital environments — capabilities increasingly prioritized also in defense sector by NATO, the U.S. Department of Defense, and other allied agencies. By integrating Orbit’s Software-as-a-Service (“SaaS”) technology with Tekne’s electronic warfare and NUBURU’s laser systems, the Company aims to deliver an end-to-end suite of defense and infrastructure resilience solutions. “*This binding agreement is a pivotal step in our evolution*,” said Alessandro Zamboni, Executive Chairman and Co-CEO of NUBURU. “*Orbit’s software perfectly complements our defense hardware portfolio, allowing us to offer comprehensive, interoperable systems that protect mission-critical assets and enhance operational readiness.*” LMAO @ taking logical steps getting in bed with govt/defense!!!
Oracle Lands 5G Contract with NATO to Support Cyber Defense Training- Gurufocus
It's about strengthening BRICS and weakening NATO. We have traitors leading our country, both as president, and congress.
BRICS has nothing to do with it. One of the largest buyers of gold in 2024 (on par with China and India) was little country called Poland. Now compare Polish economy to the Chinese one and ask youself - why conservative, pro-NATO, pro-US Poland would buy gold instead of US treasuries?
It’s so funny how they immediately try to cover oracle’s ass by providing 3 different “good news” headlines in the same day like NATO
Heavy on this, especially if this is the specific field you're looking for. Just received a NATO contract and more than likely to get more funding in the future, just waiting for the PR to drop about the contract.
I thought red days were banned by NATO
That’s a lot of money for non-specific SaaS, that’s allegedly “helping” your company with defense prerogatives. They are just name-dropping NATO and other organizations. They don’t set a clear vision for how blue laser tech linked to welding and manufacturing, aligns with battlefield readiness and management. I was hoping they announced a government contract for shipbuilding or something along those lines that makes sense for their product.
Your points are valid. BURU it is with NATO partnership contracts coming in lol
They still have to public announce the NATO Contract. We beting on that
They have parts which they deliver which will be used for takeoffs in the future, they will definitely make this publicly known so if you think that won’t hype the stock up I think you’re wrong. Edge Autonomy is also a big move for them, they supply drones to NATO and the US. The US is planning massive spending on drones and they have factories in the US.
Theres only about 40pts of downside in the market this week - Absent some random black swan type catalyst like Russia/NATO escalation. This is backed by both options positioning and market structure. Selling premium is too risky with vol being so low, buying single leg options is asking for theta decay. BUT. if you can time and pick the right strikes for a butterfly, or iron fly, theres a great risk/reward trade that fits the current market/volatility regime and is the best strategy to trade here.
An ETF mainly at the moment, $NATO. I'm on Vanguard and in some cases they don't allow OTC securities buys so for some odd reason that means I can't buy shares of Rolls-Royce with them as an example. It's got all the def companies within nato member countries and a pretty low fee involved on it so that's been where I've started shifting some money currently scroll down a bit and you'll see the csv of the holdings [https://themesetfs.com/etfs/nato](https://themesetfs.com/etfs/nato) EUAD is another interesting one, basically those same companies as $NATO just excluding the american companies with a slightly higher fee on it at 0.50% [https://www.select-funds.com/fund-info](https://www.select-funds.com/fund-info)
Check out RDW. Recently acquired Edge Autonomy who have been shipping drones to Ukraine and recently secured deals with NATO countries. Plus have secured deals with NASA and big space companies. The upcoming earnings will include revenue from the EA acquisition.
They are on the NATO site under Contracts. When OPTT does the PR it Will fly to 1$ ( I hope)
The NATO contract isn't a rumour - it's confirmed. Just haven't done any PR on it yet.
OPTT worth to check imo, probably hitting 1 dollar soon Rumours about NATO contracts Drone business is already booming, sea drones prolly next booming sector Gaining volume already
Boggleheads missed out on RNMBY (amongst others) RNMBY is why I never have to worry about being homeless. I think the better strategy is to be a Bogglehead and study how geopolitics impacts macro economics. Anyone paying attention in December 2021 knew Russia was going to do some dumb shit and that Europe was eventually going to re-arm itself given that Trump was threatening to leave NATO at the time in various rallies. RNMBY is up 2400% The Boggleheads missed Generational wealth.
China used PQC to hack 9 US Telecoms and US gov in October-2024 and again earlier this month. Due to the most recent gov hack, Trump’s EO accelerates CISA-approved list of NSA CSfC symmetric encryption via RFC 8784 for classified VPN’s, now due Dec 1, 2025. Arqit is one of three commercial solutions (the other two use Arqit or Palo Alto components) that fully implements RFC 8784, and the only one that is cloud-deployed and immediately available through Master Government Aggregator Carahsoft without waiting for RFP’s and is poised to earn an DIANA innovation badge for NATO adoption Q1 2026. Above resistance, Arqit is quantum-safe. Recent DoD contract and pending Innovation Badge award for NATO adoption, Arqit is on track to become a standard layer of quantum-safe encryption across the globe. Quantum-resistant encryption is expected to be broken and require continuous updating. Quantum Key Distribution is susceptible to denial-of-service and guarantees only key security and not subsequent data transmission. Arqit may be as good as it gets.
more like Russia has the entire EU on edge so all the defense stocks and related manufacturing industries are on fire in the EU. Trump told NATO to manup and defend themselves, so they're forced to allocate more of their GDP into defense spending. might not be the whole picture, but its a big part of it right now.
Seeing a lot of SHOT, FEMY, and RVPH, but have any of you looked into OPTT? Has a new contract with NATO, and should be released as news on Monday
I read they have a 75 million dollar contract with the US DoD and also with Italy. Apparently they are selling their technology to NATO. Is this correct?
Volume has been 3x yearly & monthly average and that large spike on Friday. NATO contract rumors seem all but confirmed and that will PR should send it. It's only rumored to be $600k but DFLI's $300k deal sent that flying.
Everything AI-related is pumping. And they just scored a NATO contract. Why shouldn’t this also run? I am in.
Magic Signal analysis for RDW Key Highlights: Major Contract Wins: Secured pivotal agreements, including building solar array wings for Axiom Space's first commercial space station module and a $25 million NASA IDIQ contract for biotechnology facilities on the ISS. Strategic Expansion: Opened a new facility in Albuquerque focused on space-based defense systems, signaling a significant push into defense markets. Subsidiary Success: Edge Autonomy unit continues delivering advanced unmanned aircraft systems (UAS) to European NATO countries and Ukraine, showcasing enhanced relevance in current geopolitical contexts. Volatility & Sentiment: Year-to-date (YTD) share decline of -36.17%, but recent breaking news and contract wins have triggered short-term rallies. Stock is highly volatile, with >5% moves occurring frequently. Analyst Consensus: "Moderate Buy" rating with a price target near $18.07, but sentiment is mixed due to recent insider sales and select downgrades. Key Interpretations: RSI signals the stock is technically overbought, increasing the near-term risk of a pullback or consolidation phase. Price trading 14.29% above its 20-day SMA and bullish MACD readings indicate strong, potentially unsustainable momentum. Options market demonstrates heavy bullish sentiment, with call volume and open interest far outpacing puts. Elevated implied volatility underscores the potential for sharp and unpredictable price movements. Market Analysis: Robust Contract Backlog: New multi-million dollar agreements with NASA and Axiom Space reflect RDW's increasing mindshare in commercial and defense space infrastructure. Emergence in Defense Market: The Albuquerque facility launch and Edge Autonomy’s presence in Ukraine/NATO integrations position RDW at the intersection of two expanding government spending cycles: defense and space. High Volatility Environment: YTD share price decline (-36.17%) and a wide 52-week range ($6.61 - $26.66) reflect investor uncertainty, execution risks, and sensitivity to contract flow. Mixed Analyst and Insider Signals: While the consensus leans positive, divergent analyst price targets and large insider sales create ambiguity in broader market conviction regarding long-term execution. Investment Outlook: Short-term (1-3 months): BULLISH | Confidence: 75% Supporting factors: Recent contract wins and commercial expansion drive positive sentiment. Technicals (momentum, above-SMA price, bullish options flow) point to continued strength, but overbought RSI signals a potential need for consolidation. Catalysts/risks: Sustained buying interest from new contracts and media coverage, but risk of profit-taking or correction if momentum stalls or macro/geopolitical shocks occur. Medium-term (3-12 months): NEUTRAL | Confidence: 60% Longer-term factors: Execution of new contracts, continued focus on space and defense infrastructure, and realization of revenue targets are critical. Investor scrutiny will remain high due to historical losses, margin risk, and dependence on lumpy contract timing. Growth drivers: Successful ramp of new facilities, further contract wins in defense and commercial space, and progress on biotechnology initiatives. Watch for margin stabilization and positive cash flow trends. Risk Assessment: Financial Risk: Continued quarterly losses, high cash burn, and ambitious financial projections carry risk if revenue ramp stalls or costs rise unexpectedly. Execution Complexity: Reliance on large, technically complex contracts introduces project timing and margin risks. Failure to deliver on commercial or defense agreements could puncture future growth assumptions. Volatility & Liquidity Risk: Sharp daily moves make RDW vulnerable to sentiment shifts and could trigger forced selling or margin calls. Geopolitical Uncertainty: Exposure in Ukraine and NATO theaters brings operational and reputational risks as conflicts evolve. Insider Selling & Divergent Analyst Views: Recent large insider sale and split analyst ratings may further pressure near-term sentiment if performance falters. Summary: Redwire Corporation (RDW) is an emerging leader in next-generation space and defense infrastructure, distinguished by recent high-profile contract wins and active expansion into both commercial and government markets. Despite a sharp YTD selloff, positive technical momentum, a strong options market bias, and a robust contract backlog set up a constructive short-term backdrop—albeit with risks of over-extension and pullback given lofty RSI readings and sector volatility. Medium-term performance will rest on Redwire’s ability to execute complex projects profitably and deliver on ambitious revenue goals. Investors should weigh near-term momentum against execution and financial risks, monitoring contract progress, margin trends, and industry developments closely.
WW3, in stereo. - Russia vs NATO. - Israel + supporters vs Palestine + supporters. “Someone” hitting the big red button
I think conflict with Russia is almost a certainty. Maybe if/when Putin dies that changes idk. But the analysis seems to be that he's betting on NATO giving up support for Ukraine and he's happy with a 10-15 year war. >A war with China will be about the navy and airpower. That's for my darlings BAE and RR 😉
Overview of BURU (Nuburu, Inc.) and Recent Acquisition News Nuburu, Inc. (NYSE American: BURU) is a micro-cap company specializing in high-power blue laser technology, primarily for industrial applications like welding and 3D printing. As of October 4, 2025, the stock trades at approximately $0.22–$0.28 (based on recent closes and after-hours/pre-market activity), with a market cap of around $21–$30 million. It has been highly volatile, with a 52-week range of $0.12–$1.60, and recent trading shows surges of 30–50% on news days. The "current news" you referenced centers on Nuburu's aggressive pivot into the defense and security sectors via a multi-phase acquisition strategy, particularly targeting Tekne S.p.A., an Italian defense tech firm. This transformation plan, announced earlier in 2025, aims to drive revenue growth starting in Q4 2025 by leveraging acquisitions, joint ventures, and international alliances. Key developments include: Tekne S.p.A. Acquisition: A three-phase deal to acquire up to 67–70% control by year-end 2025, valued at ~$60 million enterprise value (Nuburu's stake ~$42 million). This follows Italian "Golden Power" regulatory review. Tekne brings a €50 million ($55 million) product roadmap, including "Tactical Bubble" defense products, and a $500 million order portfolio. Immediate minority stake (~3%) secured, with a U.S.-based joint venture (80% Nuburu / 20% Tekne) launching in Q4 to unlock $7.5 million in APAC defense orders. Funding Support: $12 million public offering closed in September 2025 (32 million shares + warrants at ~$0.14/share). Additional $10.9 million raised via convertible notes and a $100 million SEC shelf registration for flexible capital. Debt recapitalization ongoing to fund the deal. Other Moves: Agreement signed September 23, 2025, to evaluate acquiring a controlling interest in a strategic partner for blue laser defense apps. Dual-CEO structure implemented October 1, 2025 (Alessandro Zamboni and Dario Barisoni) to oversee operations and integrations. Potential acquisition of Orbit S.r.l. (SaaS for operational resilience) by October 31, 2025, targeting a $1.1 billion market by 2033. Revenue Outlook: Anticipated Q4 2025 billings of ~$500,000 via Nuburu Defense LLC, with scalable SaaS models projecting >40% EBITDA margins. Focus on NATO/U.S. Army exposure (e.g., AUSA 2025 event). This positions BURU in the $491–$500 billion global defense market, shifting from niche lasers to systems integration. Recent catalysts have driven 78% weekly gains, with retail sentiment on platforms like StockTwits and Reddit calling it "undervalued" and a "pump opportunity." Theoretical Possibility of Reaching $1 Per Share Your query specifies a "theoretical answer," so I'll frame this as a hypothetical scenario based on valuation multiples, market dynamics, and execution assumptions—not a prediction or advice. Reaching $1 from ~$0.25 implies a 4x increase, pushing market cap to ~$100–$130 million (assuming ~100–130 million fully diluted shares post-offerings). This is plausible in theory for a low-float (~16 million shares) penny stock, but execution risks are high. Bull Case: High Probability Path to $1 (60–70% Theoretical Odds if Catalysts Hit) Valuation Re-Rating: Tekne's $500 million order book + €67.4 million ($75 million) Italian MoD contracts + $7.5 million APAC JV could justify 0.2–0.3x sales multiples (common for early-stage defense tech). If Q4 billings hit $500k and scale to $10–20 million annualized run-rate by mid-2026, revenue could support a $100–200 million valuation. At 5–10x forward sales (speculative defense multiple), $1 is achievable. Momentum Catalysts: Full Tekne close (Q4 2025), Orbit acquisition announcement, or first defense contract wins could spark short squeezes (high short interest implied by volatility). Historical precedent: BURU hit $1.60 in 2023 on laser hype; recent 50% after-hours surge on Tekne news shows similar potential. Market Tailwinds: Defense spending boom (U.S. FY2026 budget ~$850 billion) + low market cap amplifies upside. Reddit/StockTwits bulls eye $0.40–$1 short-term on "NATO access" and "closed-loop growth." Timeline: Possible by Q1–Q2 2026 if Q4 revenue materializes, per company guidance. Bear Case: Low Probability Drag (30–40% Odds of Stagnation Below $0.50) Dilution and Funding Risks: $12 million raise + $100 million shelf could flood shares, capping upside. Outstanding warrants (~126 million) dilute further if exercised below $1. Execution Hurdles: Regulatory delays (e.g., Golden Power extensions), integration failures, or missed Q4 billings could erode credibility. Defense is "crowded/heavily regulated" with incumbents like Lockheed. Technical Sentiment: Analysts forecast bearish near-term (e.g., $0.14–$0.39 by October 31, 2025; WalletInvestor 1-year target $0.33). High volatility (9.57% daily) risks 20–30% drops on no-news days. Broader Risks: Micro-cap illiquidity, going-concern history (NYSE compliance extension to 2025), and economic slowdowns in defense budgets. Theoretical Probability Estimate Short-Term (Next 3–6 Months): 40% chance of $1. Hinges on Q4 catalysts; recent surges (e.g., 36% daily on news) show momentum, but dilution tempers it. Medium-Term (By End-2026): 60% if acquisitions deliver $20+ million revenue. Defense pivot could re-rate to peer multiples (e.g., similar firms at 5–8x sales). Key Assumption: No major macro shocks; assumes flawless execution (real-world odds lower due to penny stock pitfalls). This is purely theoretical—stocks like BURU can 4x on hype or crater on delays. For real-time updates, monitor filings on EDGAR or NYSE alerts. Always DYOR and consult a financial advisor.
Exactly and if it works it keeps all revenue in house - money making money on money - smart move. Seen this on Stocktwits https://preview.redd.it/2o6o83zan3tf1.jpeg?width=1024&format=pjpg&auto=webp&s=f24e04253204015d12642a2b5adee6e16265b73f 1. 🔹 Tekne manufactures the defense assets – Vehicles, anti-drone systems, and tactical hardware are produced under long-term NATO and Ministry of Defence contracts. These high-value assets form the physical inventory base of the group. 2🔹 SYME monetises Tekne’s finished inventory – Instead of holding vehicles or defense tech idle in warehouses or awaiting delivery payments, Supply@ME Capital (SYME) converts this stored inventory into instant liquidity through its debt-free monetisation platform. 3. 🔹 BURU receives liquidity + recurring fees – The monetised value flows back up to BURU Defense Group, which can reallocate funds into new production runs, R&D, and additional acquisitions — creating a self-funding growth engine without traditional bank debt. 4. 🔹 Institutional & Fintech investors fund the cycle – Third-party investors and fintech partners fund the monetised inventory via SYME’s platform, earning predictable yield — while BURU and Tekne retain ownership and production continuity. 5. 🔹 Continuous “closed-loop” revenue flywheel – As Tekne manufactures → SYME monetises → BURU reinvests → Tekne produces more, the cycle repeats — generating recurring revenue streams across defense manufacturing, fintech fees, and financial yield within one integrated group. ⸻ 💡 In short: Tekne builds the hardware, SYME unlocks the cash, and BURU scales the system — a true defense-fintech flywheel designed for sustainable, debt-free expansion.
Overview of BURU (Nuburu, Inc.) and Recent Acquisition News Nuburu, Inc. (NYSE American: BURU) is a micro-cap company specializing in high-power blue laser technology, primarily for industrial applications like welding and 3D printing. As of October 4, 2025, the stock trades at approximately $0.22–$0.28 (based on recent closes and after-hours/pre-market activity), with a market cap of around $21–$30 million. It has been highly volatile, with a 52-week range of $0.12–$1.60, and recent trading shows surges of 30–50% on news days. The "current news" you referenced centers on Nuburu's aggressive pivot into the defense and security sectors via a multi-phase acquisition strategy, particularly targeting Tekne S.p.A., an Italian defense tech firm. This transformation plan, announced earlier in 2025, aims to drive revenue growth starting in Q4 2025 by leveraging acquisitions, joint ventures, and international alliances. Key developments include: Tekne S.p.A. Acquisition: A three-phase deal to acquire up to 67–70% control by year-end 2025, valued at ~$60 million enterprise value (Nuburu's stake ~$42 million). This follows Italian "Golden Power" regulatory review. Tekne brings a €50 million ($55 million) product roadmap, including "Tactical Bubble" defense products, and a $500 million order portfolio. Immediate minority stake (~3%) secured, with a U.S.-based joint venture (80% Nuburu / 20% Tekne) launching in Q4 to unlock $7.5 million in APAC defense orders. Funding Support: $12 million public offering closed in September 2025 (32 million shares + warrants at ~$0.14/share). Additional $10.9 million raised via convertible notes and a $100 million SEC shelf registration for flexible capital. Debt recapitalization ongoing to fund the deal. Other Moves: Agreement signed September 23, 2025, to evaluate acquiring a controlling interest in a strategic partner for blue laser defense apps. Dual-CEO structure implemented October 1, 2025 (Alessandro Zamboni and Dario Barisoni) to oversee operations and integrations. Potential acquisition of Orbit S.r.l. (SaaS for operational resilience) by October 31, 2025, targeting a $1.1 billion market by 2033. Revenue Outlook: Anticipated Q4 2025 billings of ~$500,000 via Nuburu Defense LLC, with scalable SaaS models projecting >40% EBITDA margins. Focus on NATO/U.S. Army exposure (e.g., AUSA 2025 event). This positions BURU in the $491–$500 billion global defense market, shifting from niche lasers to systems integration. Recent catalysts have driven 78% weekly gains, with retail sentiment on platforms like StockTwits and Reddit calling it "undervalued" and a "pump opportunity." Theoretical Possibility of Reaching $1 Per Share Your query specifies a "theoretical answer," so I'll frame this as a hypothetical scenario based on valuation multiples, market dynamics, and execution assumptions—not a prediction or advice. Reaching $1 from ~$0.25 implies a 4x increase, pushing market cap to ~$100–$130 million (assuming ~100–130 million fully diluted shares post-offerings). This is plausible in theory for a low-float (~16 million shares) penny stock, but execution risks are high. Bull Case: High Probability Path to $1 (60–70% Theoretical Odds if Catalysts Hit) Valuation Re-Rating: Tekne's $500 million order book + €67.4 million ($75 million) Italian MoD contracts + $7.5 million APAC JV could justify 0.2–0.3x sales multiples (common for early-stage defense tech). If Q4 billings hit $500k and scale to $10–20 million annualized run-rate by mid-2026, revenue could support a $100–200 million valuation. At 5–10x forward sales (speculative defense multiple), $1 is achievable. Momentum Catalysts: Full Tekne close (Q4 2025), Orbit acquisition announcement, or first defense contract wins could spark short squeezes (high short interest implied by volatility). Historical precedent: BURU hit $1.60 in 2023 on laser hype; recent 50% after-hours surge on Tekne news shows similar potential. Market Tailwinds: Defense spending boom (U.S. FY2026 budget ~$850 billion) + low market cap amplifies upside. Reddit/StockTwits bulls eye $0.40–$1 short-term on "NATO access" and "closed-loop growth." Timeline: Possible by Q1–Q2 2026 if Q4 revenue materializes, per company guidance. Bear Case: Low Probability Drag (30–40% Odds of Stagnation Below $0.50) Dilution and Funding Risks: $12 million raise + $100 million shelf could flood shares, capping upside. Outstanding warrants (~126 million) dilute further if exercised below $1. Execution Hurdles: Regulatory delays (e.g., Golden Power extensions), integration failures, or missed Q4 billings could erode credibility. Defense is "crowded/heavily regulated" with incumbents like Lockheed. Technical Sentiment: Analysts forecast bearish near-term (e.g., $0.14–$0.39 by October 31, 2025; WalletInvestor 1-year target $0.33). High volatility (9.57% daily) risks 20–30% drops on no-news days. Broader Risks: Micro-cap illiquidity, going-concern history (NYSE compliance extension to 2025), and economic slowdowns in defense budgets. Theoretical Probability Estimate Short-Term (Next 3–6 Months): 40% chance of $1. Hinges on Q4 catalysts; recent surges (e.g., 36% daily on news) show momentum, but dilution tempers it. Medium-Term (By End-2026): 60% if acquisitions deliver $20+ million revenue. Defense pivot could re-rate to peer multiples (e.g., similar firms at 5–8x sales). Key Assumption: No major macro shocks; assumes flawless execution (real-world odds lower due to penny stock pitfalls). This is purely theoretical—stocks like BURU can 4x on hype or crater on delays. For real-time updates, monitor filings on EDGAR or NYSE alerts. Always DYOR and consult a financial advisor.
People love to throw shade at Zamboni for his involvement in startups like SYME — yes, there’s been dilution, and yes, the road’s been bumpy. But let’s be real: every game-changing idea goes through chaos before it clicks. What makes Zamboni different is that he’s trying to connect fintech with real industrial power — imagine monetising military hardware, vehicles, and tech from Tekne via a debt-free inventory platform. That’s not theory… that’s innovation in motion. With Tekne now part of the BURU group, backed by defense contracts and NATO-linked programs, we could be looking at the moment where Zamboni’s long-term vision starts to pay off. You can’t question the man’s qualifications or drive — sometimes genius looks a little eccentric before it becomes obvious. SYME could very well be the fintech piece that fuels the next phase of defense-tech growth under the BURU-Tekne umbrella. Time will tell, but I like where this story’s heading. ⚙️💥
Russia is already risking unrest due to widespread gasoline shortages just before winter. They are also seeing lower and lower amount of people volonteering for the war while even Trump is starting to get pissed at them and allowing Ukrainians to fire freely into Russia with US intel. Putin is trying to get NATO to do something with all this drone nonsense so he can get an excuse to blame NATO for them losing the war. They are also massively increasing the propaganda budget.
People love to throw shade at Zamboni for his involvement in startups like SYME — yes, there’s been dilution, and yes, the road’s been bumpy. But let’s be real: every game-changing idea goes through chaos before it clicks. What makes Zamboni different is that he’s trying to connect fintech with real industrial power — imagine monetising military hardware, vehicles, and tech from Tekne via a debt-free inventory platform. That’s not theory… that’s innovation in motion. With Tekne now part of the BURU group, backed by defense contracts and NATO-linked programs, we could be looking at the moment where Zamboni’s long-term vision starts to pay off. You can’t question the man’s qualifications or drive — sometimes genius looks a little eccentric before it becomes obvious. SYME could very well be the fintech piece that fuels the next phase of defense-tech growth under the BURU-Tekne umbrella. Time will tell, but I like where this story’s heading. ⚙️💥
I’ve been invested in OPT for a year at this point, you don’t have to tell me that the NATO ties were already known about. My point (as I’ve stated in the original post and my first reply) is that we haven’t had a dollar figure until now. Of course they still need to solve the backlog issues, but the last 2 weeks of news have definitely kicked up a notch. It’s okay, you can admit they’re on the right tracks dude
[There were NATO-affiliated posts with the WAM-V from back in June](https://www.facebook.com/NATOMaritimeCommand/videos/innovation-at-seawatch-these-4-wam-v-22-unmanned-surface-vessels-usv-by-ocean-po/699735612671162/). The proof is already out. Try a new slant.
It’s more than 1 for sure. It’s significant because we haven’t had details/definitive proof/$ amount tied to NATO. Of course they’re not there yet, but it’s bullish news regardless. Put it this way, a confirmed NATO contract is often more than enough for an unprofitable defence penny stock to rocket. OPT is heading in the right direction
> Unless we go to war. . I think this is a relatively safe bet. Russia grows bolder by the day testing NATO response times and China is the same in the South China Sea as they plot to invade Taiwan. Of course the mad dog Israel warmongering and buying our weaponry is going to help as well during their continued expansion in the middle east. Then you have Trump very possibly looking to invade Venezuela, or Greenland, or Northern Mexico as well.
Ok, let’s pause for a second from speculating and focus on what we know: 1. The US is no longer and trusted viable partner to the EU in the event of an all out war 2. EU is facing constant threat of war from Russia 3. EU is facing - not only traditional war threats but cyber, space and economic threats all which require some form of “defence” to be taken into consideration 4. Indirect exposure: US - China war, and China - Taiwan, if China + Taiwan go at it the whole region will press the alarm button All of the above will have a huge/tremendous positive impact on defence stock EU based companies or not. Look what’s happened to the defence sector purely based on 2 little (can’t even call them wars really) invasions: Palestine and Ukraine.. imagine what will happen when an all out direct conflict starts between NATO and Russia - which is not far now. As a proud European, it deeply saddens me the future that awaits us but the future is clear - global war is coming - we’ve had peace for way too long and if you look back at history every 50 years or so war is due to happen - we are long overdue. Bullish AF on EU defence - I would bet my house on the WDEP if I had one.
OPTT. Marine AI tech and just landed a NATO contract.
OPTT with a NATO Contract that as yet to Be announced or am I wrong? https://www.act.nato.int/opportunities/contracting/ See for yourself!
US budget deficit or a serious miscalculation between NATO and Russia
Seems like they got a NATO Contract
Russia shoots NATO ally.
\- Orange man passing away \- Russia announcing their withdrawal from Ukraine \- China invading Taiwan \- Russia announcing war on NATO and invades neighbor's surrounding Ukraine