NATO
Themes Transatlantic Defense ETF
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Not US, but take a look at ST Engineering. A Singaporean company that is probably the world's largest contractor/supplier of 155mm NATO artillery shells.
the slight red day might be due to NATO practically declaring war
Being neutral is one thing, however that’s not what the US is doing. Your orange man is literally spewing Russian propaganda on the daily. Not very western value oriented imo. Your points are valid, but the Ukraine war was in part caused by NATO as a whole (Including the US).
Sounds like he isn't happy that people are not impressed with his administration....could it be that they are being more friendly with the likes of Russia...and calling for the annexation of Greenland and Canada...and this most recent foreign policy paper basically calling the EU an enemy? Talking about pulling out of NATO...I have no idea why people would be upset with this administration
Harry S. Truman (1945–1953) Korean War: major military action conducted under UN auspices but without formal U.S. congressional declaration of war. Wikipedia John F. Kennedy (1961–1963) Vietnam escalation (Gulf of Tonkin) expanded U.S. involvement, leading to later claims that military action lacked proper authorization; international legality was debated. Lyndon B. Johnson (1963–1969) Vietnam War escalation following the Gulf of Tonkin Resolution; critics argue it enabled prolonged war without formal declaration. Wikipedia Bill Clinton (1993–2001) Kosovo (1999): NATO bombing campaign with U.S. involvement, conducted without explicit congressional authorization; debated under international law due to lack of UN Security Council mandate. Military actions in Iraq no-fly zones, Sudan cruise missile strikes, and intervening in Bosnia, etc., often without explicit congressional war declarations. Barack Obama (2009–2017) Libya (2011) — U.S. involvement in NATO operations without Congressional Authorization for Use of Military Force; legal debate both domestically and internationally. Extensive drone strikes in Pakistan, Yemen, Somalia without formal declarations of war, raising questions of both U.S. constitutional authority and international law. Joe Biden (2021–2025) Airstrikes in Syria/Iraq (2021, 2024, etc.) — conducted under executive authority without new Congressional authorization, prompting debate on war powers.
if u can buy 200 or less , u will thank urself in 2026 , nothing more to say ,buy and hold and watch profits whatever is happening now is purely political , any 1 want to attack USA economy they can simply mess with NVDA market price to do so , (sure along with bitcoin) which is exactly happening now timed exactly with ukraine / NATO / china / russia / NK / so all of them selling or shorting will lead to bad market , so while that is happening but still fundamentals are great u just buy , man tesla and aapl are still mag7 ?! and we questioning nvda value , come on
Denmark marked US as potential enemy of NATO because of the whole Greenland thing. EU leaders made some bold comments about Trumps remarks about the current state of EU
TACO is playing hardball with EU. Denmark has marked US as potential enemy of NATO. TACO is cooking up shit because his plan to get out of debt fail so he is trying to take resources from Venezuela and Greenland to save US
>But what's more important indeed from the Fed's POV? Choose wisely, for "driving slower" might indeed be the best option for now. The best help can come from not having malignant leaders/admins who cause geopolitical shocks. Can the Fed offset Europe, or any large holder, selling US treasuries because the US bails on Ukraine and NATO? It is not like the current rate has a whole ton of room to decrease either. Quarter point reductions become larger percentages of the \~4% that's currently left. If this is ultimately about housing, they can create a special rate for primary residence buyers up to an arbitrary threshold at any time. It is all just a legal fiction.
The current fears are that Europe will dump its holding of US Treasuries, in response to US backing out of its NATO protection duty. Such a massive dump will distort the market much more than a measly 25bps rate-cut that's already priced in anyway. Damn payment for protection sounds like mafia style extortion from the past century 🫤
Fuck 'em. Exit NATO and let Putin have at it.
I said this as soon as Russia had taken some territory. Unlucky that they weren't part of NATO yet. Guess they'd have to just crack on with life but be Russian instead of Ukrainian. Better than losing all of your men. Then have a no-mans land and make the remaining part of Ukraine part of NATO. Russia gets it's bit of land and the rest of Ukraine is safe from further attack as it's under NATO protection. Could have saved millions of lives. The end result will probably be the same anyway, but with just loads more death.
Those things don't happen anymore, because EU exists. EU is not a military alliance. It just doesn't make sense for member states to fight each other when their economy is so connected and they all hugely benefit from this. It has nothing to do with NATO. US and Russia spread this propaganda, because they want to turn European countries into far right puppet states. It's not new propaganda. The fall of EU has been promised for so many years now.
Probably NATO would fall apart and it would be the end of it. But it's not light that countries like Germany or France really fight with each other about who's in charge of military cooperation. The EU wants to be more independent when it comes to protection, that's why they talk about France's nukes. But nobody really wants to lead the "new" alliance.
You act like it never happened before. European countries always kill each other like during WW1 and WW2. Once, the US withdraws from NATO, anything could happen.
Emotion aside, this is definitely a possibility. Americans will pull out of EU (NATO) at least partially to save money. It will leave power vacuum. EU countries could fight over each other to grab this power, leading to the breaking of the EU.
the US here admits to push for international financial institutions to serve its interests, basically admitting in an official document what it used to deny. Previous public stance was they should foster global cooperation and financial stability lol. At the same time they still accuses China of doing the same, like with the AIIB or inside the IMF. While wanting the fruits of an unipolar hegemon they are undermining thejr own leadership by pulling back from Europe, pushing for a European-led NATO, and slapping tariffs on allies while working against their security interests (e.g. russia ukraine)
TLDR: Defense: 5% NATO spending demanded + "Golden Dome" missile defense. Energy: "Drill baby drill" + Nuclear is back. Grandma (you know who): "re-shore" chips, also refer to DD by u/Sensitive-Radish-292
I of the people of Europe, feel fairly well represented atleast in theory. I want an EU like thingy that makes my country be friends with others and I want a NATO like thingy that binds us together in defense. I don't want an Elon in my politics though, if he must meddle in politics, why isn't he focussing at his home country, there's plenty to improve in South Africa
They can't go ballistic because they don't have the means to. NATO doesn't want an all-out war.
US threatening to abrogate it's NATO treaty obligations. Europe threatening set dump US treasuries. Don't worry, nothing ever happens. Oh, wait, history is full of things happening.
In a NATO/Russia WW3 scenario I'll be more concerned about how quickly my flesh melts off my bones from radiation poisoning, than how my SMH position is faring.
According to a transcript obtained by the German outlet, Europe rallied around Volodymyr Zelenskyy and sharply criticized Washington. French President Emmanuel Macron warned the U.S. could be about to “betray” Ukraine, according to a leaked transcript of a call between European leaders strategizing about how to protect Kyiv. The details of the phone call — which took place Monday and involved Macron, German Chancellor Friedrich Merz, NATO Secretary-General Mark Rutte, Finnish President Alexander Stubb, Ukrainian President Volodymyr Zelenskyy and others — were published by German magazine Der Spiegel and saw the leaders discussing U.S.-led peace negotiations with Kyiv and Moscow. “There is a possibility that the U.S. will betray Ukraine on the issue of territory without clarity on security guarantees,” Macron said, according to Spiegel, adding there was “a great danger” for Zelenskyy. “The president did not use those words,” Macron’s office said, per Spiegel. A spokesperson for the French foreign ministry said: “Exchanges with our U.S. counterparts are particularly rich. You no doubt saw that the French president received the Ukrainian President Volodymyr Zelenskyy at the Elysée Palace Monday, and immediately afterwards he debriefed negotiators in Florida and of course President Donald Trump.” Merz chimed in that Zelenskyy had to be “extremely careful in the coming days.” “They are playing games, both with you and with us,” Merz said, seemingly referring to Washington’s envoys Steve Witkoff and Jared Kushner — the son-in-law of American President Donald Trump — who spent five hours locked in talks with Russian leader Vladimir Putin on Tuesday. Merz’s spokesperson Stefan Kornelius told POLITICO: “As a matter of principle, I do not confirm or comment on snippets of conversation.” Finland’s Stubb seemed to agree with Merz, according to the transcript. “We cannot leave Ukraine and Volodymyr alone with these guys,” he said, apparently referring to Witkoff and Kushner, which attracted agreement from Rutte. “I agree with Alexander — we must protect Volodymyr [Zelenskyy],” the NATO chief said. NATO declined to comment when reached by POLITICO. “We consider it incorrect to publish any alleged transcripts of the leaders’ conversations, which could harm the diplomatic process — we neither confirm nor deny any of the above,” a Ukrainian diplomat told POLITICO granted anonymity to discuss a sensitive matter. “In general, only the Russians benefit from any splits between Europe and America, so our consistent position is that transatlantic unity must be maintained,” the diplomat added. Zelenskyy’s office declined to comment. The call took place after the Trump administration circulated a 28-point peace plan — reportedly drafted by the Kremlin’s envoy Kirill Dmitriev, Witkoff and Kushner — that was criticized by Ukraine and European allies for being too favorable to Russia, and triggered frenzied negotiations in Geneva. Those subsequent talks, attended by European, Ukrainian and American officials, yielded an updated 19-point plan, which Russia has yet to agree to. Moscow has not backed down from its maximalist demands, namely that Kyiv give up vast swathes of unoccupied territory in its east, limit the size of its military and hold new elections. European Commission President Ursula von der Leyen, Polish Prime Minister Donald Tusk, Italian Prime Minister Giorgia Meloni, Danish Prime Minister Mette Frederiksen, Norwegian Prime Minister Jonas Gahr Støre and European Council President António Costa also participated in Monday’s call, according to Spiegel. The call also saw the issue of Russia’s frozen assets discussed, Spiegel reported, with some leaders insisting that seizing Moscow’s billions to fund a massive tranche of financial and military aid for Ukraine was a matter for the EU to decide, not the U.S.
KRKNF still on OTC, but has talked about going through the process to uplist, first to TSX and then Nasdaq. just got a bump this morning on all the robotics talk, announced a 12mil contract yesterday, active defense contracts with NATO nations. Not a day trade, but steady progress and will do well when it finally hits nasdaq.
It very nearly did stop at 1. In fact, it was almost not dropped at all. 2 were dropped because the Japanese failed to issue their surrender, and were engaged in a “fight to the last woman and child” suicide cult type mentality that was driven by a number of factors that western folks don’t often appreciate. The dynamic the Japanese culture and military apparatus had with their Emperor was not well understood, even at the time. After the first blast, it seemed unfathomable that the Japanese would not surrender. Even then, many were against the second bomb. I’m not trying to whitewash American history. We absolutely crushed entire cities of innocents due to no-quarter type of fighting they saw in the pacific islands. War is hell, and no amount of victory washes away the stain of what we did. That said, even when we had decent reason to drop 2, we still almost didn’t. Today is a different animal. Numerous nuclear players, all with varying protocol about how/when/where they are used. An unknown amount of rogue/missing warheads in circulation. It’s an absolute powder keg. One redeeming factor involved in the current nuclear scenario is that, should a real launch be hinted at via intelligence, the pre-emptiness strategy of the US/EU/NATO is significant, much of which has likely been augmented with tech most us have never even heard of. I’m not saying we have the ability to prevent nuclear holocaust, I’m simply saying we have a slightly better handle on things than it may appear on the surface. It would still be hellish to see a detonation today, and it could spiral into a true apocalypse, but there are absolutely forces in play, at all times, directly off the coast of most nuclear capable nations, designed to at least limit the amount of runaway destruction.
I think they will try. They'll attack a Baltic state, maybe take Narva for example. Worst case scenario for them is that NATO fights back strongly, pushes them back to the Russian border, and they lose many soldiers and equipment. They're already doing that in Ukraine so it's not that bad for them. Then they know NATO has teeth and they'll leave us alone for a decade or 2. Best case scenario, NATO doesn't fight back so much, Russia stops and says "we were just doing this because you were threatening, we stop here now, let's talk peace". And they'll know NATO doesn't have teeth and they can keep on going like that. Only if NATO fights back very strongly and counterattacks in a powerful way, including strikes on deep Russian territory, and enters the war to liberate Ukraine, will this be a true defeat for Russia. The thing is, they bet the US won't actually enter a war with them over a Baltic state. And frankly, seeing how Trump is simping to them, they might be right. Even Obama didn't act against them when they entered Syria in favor of Assad (after years of saying the US couldn't go there and defend the people) even though he said that was a red line. Also, if a ceasefire comes about in Ukraine, that gives Putin even more leeway to attack a Baltic state. The EU knows that, Trump either knows or is too stupid/evil to care. Might even be that they have a deal: I let you do whatever in Venezuela if you let me do whatever in Estonia.
Recent NATO mews states that EU/NATO is preparing a preemptive attack on Russia? Where did you find these "NATO news"?
And if there was NATO would stomp Poland alone would stomp right now lmaoo
Why everyone is okay USA attacking Venezuela but when Russia and China do something the NATO starts crying?
There is not going to be a war between NATO/EU and Russia. Hell, half of them are still buying oil from Russia. This post really doesn't belong in this sub.
Yes, but this time, NATO is also talking against Russia.
Because there's no European Defense Force, any singular NATO nation can choose to aid Ukraine directly, and if Putin attacks them, he's now attacked all of NATO, to include the US, which is precisely why that'd be the end of that conflict.
When is Europe going to send in troops to defend Ukraine? All I hear from those retards is how much more powerful and how much richer they are than Russia, so why do they need the US to do anything? This isn't a NATO mission.
Indeed they could but this needs NATO cooperation considering how 50+ years of US post WW2/Cold War frame work solidified itself over time. So a deal needs US backing and if its a US deal then it needs EU backing. The current admin for the US isnt taking this seriously and the Russians dont take the peace talks seriously, as in the example of Putin blowing off meetings in Turkey and Hungary.
I’m not European, but the way I see it, Trump seems to have gone on economic war against his NATO allies way before this potential move. I think they are now awaken to the new reality that their relationship to USA will never be the same.
Quantum eMotion and Kraken Robotics Both Canadian small cap stocks. Kraken is a bit further along and they should uplist to the nasdaq any time but they have a high quality proven tech and already getting good contracts. They battery tech is already being bought or eyed by a few NATO defense companies, in my opinion this stock still has a 2x in it this coming year. QeM (qnccf is the ticker) are more of a moonshot. They have a made product that just need the use cases to grow. They have the patents on using electron randomness, and already have a chip scale integration being produced by TMSC that should be finished in the next month or two. This has been a year of investing and expanding their partnerships. They arnt expected to be revenue positive until the end of 2026. In my opinion the risk here is that the tech takes longer to get adopted than investors feel it will. They have the best product for miniaturization among their competition but if that doesn't take off it could be another couple years before we see the stock jump again. However if they do hit revenue neutral this coming year I think they will have a 3-4x valuation in them and be comparable to BTQ by the end of 2026
Because China is playing the diplomatic game in Taiwan, it’ll likely be HongKong 2.0 they will reclaim territory without going to war, because China is just bribing Taiwanese Politicians. Putin has influence over Trump, and Trump seem poised to let them keep part of Ukraine’s territory, and it seems to be an inevitability according to most geopolitical analysts. Ukraine has a much more limited resource to Russia: Soliders. And US/NATO is not going to send their soldiers to fight on Ukraine/russia’s soil. It doesn’t matter how much money Ukraine gets or how many weapons, they’re running out of people to fight the war and Russia’s population is much larger. Russia is a nuclear power. Ukraine is not. Unfortunately Russia will win. Russia will send weapons to Venezuela to harrass USA, but that’s about it. Nobody wants a repeat of the Cuban missile crisis, and USA doesn’t fuck around when it comes to antagonistic power-nations trying to influence America’s neighbors. If Trump views going to war with Venezuela as political beneficial he will do it, and Russia nor China will stop Trump from doing so. A US/Mexico war would be catastrophic for the U.S. Economy, the 2 countries economies are way too integrated. And a massive land border makes war very unfavorable. Trump can easily get away with bullying a smaller weaker nation like Venezuela that has a dictator and is not a democracy like Mexico.
Oh no, the US ignoring the WTO or NATO? That would be crazy... Bro, just a few months ago you bombed the shit out of a sovereign country while the entire EU was begging for a negotiated, diplomatic solution. What are you talking about? And your president gave 0 fucks about your congress when he bombed Iran, a de facto declaration of war, why would he care now?
Implies we'd take the oil, thus cropping oil prices, booming us markets. You'd have to assume anyone outside the executive branch would abide, we'd ignore the WTO, NATO and pretty much the whole world. But, you know.
If the United States escalated its aggression against Venezuela enough, the United States becomes Russia, and that would spell the end of NATO. And I don't think we're far from that breaking point. Whether the European governments respond or not, European citizens would boycott American goods and services. America imports more than it exports, but there are some critical businesses based in the US. How does that impact the markets?
Venezuela is just run by a regime that saddles up to Russia and China. Which, like Cuba, the United States and NATO doesn't like in the Gulf any more than Russia likes NATO in Ukraine. Plus Venezuela has lots of proven oil reserves. It doesn't matter if Trump, Biden, or anybody else is in office. They're all going to give the public the "you're too stupid to handle the truth" excuses for why military pressure is going to be applied to Venezuela. Hence "drug cartels" and "narco terrorists" will be given out since it's a simplified excuse that can be turned into a blank check.
It will start with strategic nukes or long range missles hitting red lines drawn by superpowers and banking elites. NATO has already started WW3. All superpowers have level 4 biolabs. When Russia wanted to tell UN about several illegal biolabs found in Ukraine it was voted down because they implicated CIA DoD and US State Dept involvement. Needless to say some countries have biotech that can kill 90% of human population.
Nuburu is positioning itself as a key player in the defense and security market, which is a sector the U.S. government actively supports and invests in. Through its strategic initiatives, it aims to be a leader in this market. We may be witnessing the alignment of three powerful forces: • A scalable, institutional-grade fintech platform • A defense manufacturing base with deep NATO-aligned capabilities • A funding model built to meet regulatory and government-backed standards
Those two countries have been in NATO 20+ years. Russia would be foolish to pick that fight.
More like RC vs NATO
Ukraine wants to give 0% but knows it's in a lose lose situation. Ukraine doesn't need to join NATO to have backing of EU armies. If Britain, France, Germany, Poland, Italy etc. can't beat Russia, they're fucked.
Putin still wants 1/5 of Ukraine and Ukraine wants to give... 0%. Plus the Russian "ban" on letting Ukraine join NATO. There is no peace happening at all.
Bingo everything connected, BRICS VS NATO that’s all.
You're correct. This has all the makings of another attempt to appease a tyrant, similar to Neville Chamberlain's attempt to appease Hitler in 1938 by allowing Germany to take Czechoslovakia. Putin is playing Trump for the fool that he is. After signing a peace deal, Putin will start planning the execution of his next conquest, in an attempt to rebuild the Soviet Union, while Russia rearms. I suspect the ink on any peace deal will barely be dry before Putin starts his next war campaign, whether it be in Ukraine again, Moldova, or the Baltic states. In the meantime, it's very likely China will forcefully take Taiwan and other countries will likely follow Putin's lead as well, especially if Trump decides to invade Venezuela. The countries of Southeast Asia will need to come together too, to fight China's growing imperialism in the region. As you mentioned, I too hope Europe, Japan, and South Korea wake up and start increasing their military readiness quickly, because the US under Trump, is no longer an ally. Many countries have now stopped sharing military intelligence with the US since they fear the information will be forwarded to Russia. I have little doubt that Trump will pull the US out of NATO too, if he can pull it off. The future certainly has many challenges ahead that will shape the world order over the next few decades.
How can the US still remain part of NATO after this. Is Europe so afraid of little cum drinker Donny?
That is a bonus for Trump. Let’s hope NATO isn’t sharing real intelligence with the US anymore
I think NATO is already effectively dead. We're at the point where they have to kiss ass to get Trump to sell them weapons. No one thinks the US would send more than well wishes (if that) in response to Article V.
This could break NATO. But it’s clear who’s more important to Donnie, although they have absolutely nothing of value to offer…
Trump’s economy: Created trade instability with fluctuating tariffs, the national deficit is 10% higher than the same time period as last year, higher unemployment rate than last year, and countries are boycotting US goods. Trumps foreign policy: Trying to force Ukraine into taking a deal that would give Russia land and restrict Ukraine’s military size and block them from joining NATO. No accomplishments to think of. Trump’s domestic policy: Weaponized DOJ against political opponents, Deployed US troops on US soil against states’ will, Called for the FCC to cancel celebrities and restrict free media and speech, Laid off essential government staff (e.g., cybersecurity, international diplomacy, and counter-intelligence) despite those funds being appropriated by congress (unconstitutional), Pardoned criminals who paid him, Pardoned operatives found guilty of election interference. On top of that, he has accepted payments in crypto and illegal donations. He has large $$$ ties with Saudi Arabia - the country that used a bonesaw to kill and dismantle US journalist. And there’s so much more… So what did the Dems do that’s worse?
If, and this is a big if, the peace deal is signed, it will be very temporary. Russia is like the terminator - it will not stop. They will take a break and then do Ukraine again, Moldova, or if they are feeling extra spicey and the US continues to distance itself from NATO (which it most likely will) - any of the Baltic states. During the temporary peace, these stocks might dip, but my guess is Europe will keep on investing more in its defense - this is just the trend now, they can no longer rely on the US fully. Which is fair.
I am fairly confident the europeans are going to try their best to build their own military hardware, so as to not have to rely on the US. The war in Ukraine has shown the world, that at the drop of a hat, US military supplies can stop, just because 1 guy says so. There are a few systems that NATO/NATO friendly countries can't get from anywhere else, but that window is closing, fast.
Forgot deal to provide services to NATO.
I have XAR, and bought EUAD and NATO to get some EU defense exposure. I like Rolls Royce too (RYCEY).
Big Moves Signaling Positive Outlook NUBURU has pivoted aggressively toward defense, national security, and industrial partnerships in 2025, transforming from a pure-play laser tech firm into a diversified platform. These moves address past financial strains (e.g., NYSE compliance issues resolved in October) and position the company in high-growth sectors like drones, UAS (unmanned aerial systems), and battlefield tech, where global demand is surging amid geopolitical tensions. Here's a breakdown of key recent developments: Capital Raise and Balance Sheet Fortification (October–November 2025): NUBURU closed a $12 million public offering and maintains a $6 million cash reserve dedicated to its acquisition program. This disciplined approach—via selective equity draws and payable reductions—has strengthened liquidity, enabling aggressive M&A without excessive dilution. Analysts note this as a foundation for "progressive revenue growth" into 2026. Strategic Acquisition of Orbit S.r.l. (Announced October 7, 2025): Through its new subsidiary Nuburu Defense, the company agreed to acquire Orbit S.r.l., an Italian software firm focused on operational resilience and crisis management for mission-critical ops. This bolsters NUBURU's defense tech stack, integrating laser expertise with AI-driven resilience tools. The deal triggered a 43%+ stock surge to $0.68 on October 8, highlighting market enthusiasm for defense expansion. Joint Venture for NATO-Aligned Drone Development (Announced October 29, 2025): NUBURU formed a controlling-interest JV with Nuburu Defense and Maddox Defense to develop compliant military and commercial drone systems. This targets rapidly expanding markets in e-mobility, security, and UAS, with initial focus on laser-integrated battlefield solutions. It's seen as a "game-changer" for scalable revenue in government contracts. Updated Partnership and €15M Funding for Tekne S.p.A. (November 12–19, 2025): NUBURU renewed its alliance with Italian defense firm Tekne, executing the first €2 million tranche of a €15 million support package (via inventory monetization). This includes a planned €13 million convertible loan tied to a 2.9% equity stake, plus joint go-to-market efforts in laser tech, UAS, and co-development for defense/mobility. A follow-on Golden Power notification is expected by year-end. The news drove a 3.5% stock pop to $0.21 on November 19, underscoring investor confidence in cross-border synergies. $6.6M Contract in Bangladesh (Recent, Tied to October Surge): A new international deal for laser systems in emerging markets added to the October momentum, diversifying revenue beyond the U.S. and Europe. (Psss, I'm on your side OP 😉. Just invested 5k...let's pump these suckers! ) This a good stock y'all, buy while it's cheap!!!
It is...Google won a classified contract with NATO and the Eyes....huge money...shh
If you search more historical documents you can call it the "1933 playbook" and include the fordism=nazism social control "investment" and WWII in the playbook. We already got Europe "in war", NATO rearming, etc The problem for oligarchs is **not** debt, is "too much hungry people with idle hands". As being productive increased these people bargaining power, war id the best option. Dumbing everybody down with AI had been a dream since before the 20th century, e.g. the movie Metropolis.
Google is signing big deal with NATO and it is giving a run to AWS, Azure and OpenAI
The threat of being forced to sell off Chrome left, their AI is rapidly improving and is better than OpenAI's, and now they've got their own processing units that other companies want and a deal with NATO. And that's all on top of their continued general success. They've had a ton of catalysts all come in the last few months.
GOOG just secure a NATO and project Genesis deal. Also the head of gemini reasoning posted "Game over" on X.
Tough to say. But I think there’s an overreaction to Ukraine/Russia peace talks. In Europe, almost all NATO allies have now committed to meet or exceed the 2 percent of GDP defense spending floor. Poland, the baltics, Greece, Germany, Spain, and the Nordics really stepped up and even the Swiss and Austria are spending more. It’s a destabilized world, and that won’t change if Russia and Ukraine resolve their conflict.
If waymo succeeds, cloud accelerate their growth (NATO just signed a google could deal), youtube eats into the streaming market share, and TPUs will eat into nvidias marketshare there´s still plenty of gas left in the tank for alphabet.
The rearmament super-cycle isn’t priced in yet. Not even close. Markets are pricing it like a temporary wartime spike, not a 10–15 year global rebuild. European countries are boosting defense budgets at the fastest rate since the Cold War. But defense stocks in Europe (BAE Systems, Rheinmetall, Thales, Saab) still trade at 12–19× earnings, with record backlogs, and multi-year contract visibility. If this were tech, those valuations would be 35–50×. NATO, Japan, and G7 nations have announced unprecedented increases in ammunition production, air defense missiles, drones, naval expansion BUT these announcements convert into revenue 2–5 years later because of contract and production timelines. That means the earnings boom hasn’t even started. Wall Street usually waits until earnings hit before rerating the sector, so the front end of the cycle is mispriced.
Google’s past 4 months: - Berkshire took a $5B stake - DOJ case dropped - Gemini 3 beats every model - Secures NATO cloud contract - 650M Gemini MAUs - Search revenue accelerates - Cloud growing 34% YoY - TPUs scaling aggressively
I told you guys that Google would hit 350 soon because Gemini is represented by Hermes, and Hermes is the messenger of the gods and Google will be the messenger of the AI Age. Guess what? They’re working with NATO now! I wish I hadn’t sold my calls though :/
The way that I look at is if NATO has done their due diligence and trust Google then you'll be seeing others follow henceforth.
Only company that didn't need external financing Bs. $GOOGL funding itself and making billions from New deals daily. $880m annual contract with NATO for cloud. 10 year backlog = 8b El o EL LETS GOOO
Wtf, dissolve NATO already you damn lying totalitarian terrorists.
More seems like Kudos for NATO. Aren't they supposed to sign contracts with someone like PLTR, that after going 3X over budget never produces a viable product?
Palantir has a deal with NATO as well for its Maven Smart System but it isn't a conflict of interest with this Google deal. Hate for PLTR is irrational in this sub so that's probably why.
Sorry, google just announced a deal with NATO for air gapped cloud and AI. Similar bullish triggers will probably almost weekly imo.
I’d rather NATO use Google than Palantir
Google just signed a multimillion deal with NATO. Google will enslave us all 💀
📡 𝐉𝐔𝐒𝐓 𝐈𝐍: NATO Signs Multi-Million Deal with $GOOGL Google Cloud for AI Sovereign Cloud 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ NATO signs 𝐦𝐮𝐥𝐭𝐢-𝐦𝐢𝐥𝐥𝐢𝐨𝐧-𝐝𝐨𝐥𝐥𝐚𝐫 deal with Google Cloud. ➤ Google to deliver 𝐬𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧 𝐜𝐥𝐨𝐮𝐝 capabilities via air-gapped systems. ➤ Deal supports NATO’s 𝐉𝐨𝐢𝐧𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬, 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐂𝐞𝐧𝐭𝐫𝐞 (JATEC). ➤ GDC air-gapped ensures 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐬𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧𝐭𝐲 and uncompromised control. ➤ Cloud supports 𝐜𝐥𝐚𝐬𝐬𝐢𝐟𝐢𝐞𝐝 𝐰𝐨𝐫𝐤𝐥𝐨𝐚𝐝𝐬 and secure AI operations. ➤ Enables NATO to adopt 𝐜𝐮𝐭𝐭𝐢𝐧𝐠-𝐞𝐝𝐠𝐞 𝐀𝐈 and analytics solutions. ➤ Enhances NATO’s 𝐜𝐲𝐛𝐞𝐫𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 and operational resilience. ➤ Google Cloud reaffirms support for 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐦𝐨𝐝𝐞𝐫𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧 of NATO allies.
📡 𝐉𝐔𝐒𝐓 𝐈𝐍: NATO Signs Multi-Million Deal with $GOOGL Google Cloud for AI Sovereign Cloud 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ NATO signs 𝐦𝐮𝐥𝐭𝐢-𝐦𝐢𝐥𝐥𝐢𝐨𝐧-𝐝𝐨𝐥𝐥𝐚𝐫 deal with Google Cloud. ➤ Google to deliver 𝐬𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧 𝐜𝐥𝐨𝐮𝐝 capabilities via air-gapped systems. ➤ Deal supports NATO’s 𝐉𝐨𝐢𝐧𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬, 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐂𝐞𝐧𝐭𝐫𝐞 (JATEC). ➤ GDC air-gapped ensures 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐬𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧𝐭𝐲 and uncompromised control. ➤ Cloud supports 𝐜𝐥𝐚𝐬𝐬𝐢𝐟𝐢𝐞𝐝 𝐰𝐨𝐫𝐤𝐥𝐨𝐚𝐝𝐬 and secure AI operations. ➤ Enables NATO to adopt 𝐜𝐮𝐭𝐭𝐢𝐧𝐠-𝐞𝐝𝐠𝐞 𝐀𝐈 and analytics solutions. ➤ Enhances NATO’s 𝐜𝐲𝐛𝐞𝐫𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 and operational resilience. ➤ Google Cloud reaffirms support for 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐦𝐨𝐝𝐞𝐫𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧 of NATO allies.
EU market performance in the last year has been driven by capital expenditure into defense and aerospace - due to Trump reducing America's financial support of Europe and NATO. This expenditure is not a trend that will continue into the long term.
Betting on IFS is betting that tsmc monopoly will end soon. 1. Capacity don't meet demand, hence tmsc try to build foundry in US (but also related to 2.) and Samsung securing deals lately. 2. AI race war is heating up between US and China. Tsmc risk of being impacted by the CCP 'one china policy' + sea war plateform expansion of china (in case of open conflict, to have lot of options for projecting forces and be able to secure a blocus of NATO allies in the region) drove USA to seek capacity to continue functioning if SHTF (chips act, CM & REE policy', 'encouraging' hyperscalers and chips designers to consider Intel for business, forcing tmsc to commit to build foundry on US soil - as i understand the Arizona foundries will not be enough still) 3. Those same companies see the same risks if they're only dependent of tmsc + tmsc hiking their prices gives them incentive to search other producers. Samsung doesn't solve the 2 points above. So IFS don't have to compete 'head-to-head' with tmsc, just be able to produce chips that meet their clients criteria. And intc is saying they are getting there soon. My reasoning but i like you're open to discuss 👍 btw why is govt would take a stake in intc otherwise ?
I was reading their 'peace plan' at work and it unironically might be the worst peace plan I've ever seen. Ukraine, which has fought Russia to a standstill, turning their "three day special military operation" into, so far, 44 months of war, is being asked to roll over. The "deal" is that: are that Ukraine downsizes their military, gives up their land, adds to their Constitution that they will not join NATO (and must accept NATO pass bylaws that say they can never add Ukraine), they cannot defend fire missiles on St Petersburg or Moscow if they're ever invaded again, they cannot join the EU, the USA is to operate Ukraine's gas infrastructure, the USA gets 50% of profits from rebuilding Ukraine with Russian money, Ukraine agrees never to have nukes, and more bullshit... Meanwhile Russia is accepted back into the G8, loses their sanctions, gains Ukrainian territory, a non-nuclear non-NATO neighbour in perpetuity which officially adopts their language and religion, a full amnesty for wartime actions, and all of the above is 'legally binding' monitored and guaranteed by a Board of Peace of which the Chairman is President Donald Trump. Yeah, talk about a 'deal' for Ukraine.
This is the same bullshit. They tried to press on them before. If they agreed to these ridiculous demands, and they decrease their military and not join NATO then Russia will just rear and attack them in a year or two.
sanctions didn't work, unfortunately, and the Russian Fed is outproducing all of NATO countries in munitions. situation isn't good, and he's trying to avoid a bigger war, imo.
[Nuburu signs JV framework to develop NATO-compliant drones using AM](https://www.metal-am.com/nuburu-signs-jv-framework-to-develop-nato-compliant-drones-using-am/)
[Nuburu signs JV framework to develop NATO-compliant drones using AM](https://www.metal-am.com/nuburu-signs-jv-framework-to-develop-nato-compliant-drones-using-am/)
[Nuburu signs JV framework to develop NATO-compliant drones using AM](https://www.metal-am.com/nuburu-signs-jv-framework-to-develop-nato-compliant-drones-using-am/)
KYIV, Nov 21 (Reuters) - The United States has threatened to cut intelligence sharing and weapons supplies for Ukraine to press it into agreeing to the framework of a U.S.-brokered peace deal, two people familiar with the matter said. The sources, speaking on condition of anonymity, said that Kyiv was under greater pressure from Washington than during any previous peace discussions, and that the U.S. wanted Ukraine to sign a framework of the deal by next Thursday. "They want to stop the war and want Ukraine to pay the price," one of the sources said. Washington has presented Ukraine with a 28-point plan, which endorses some of Russia's principal demands in the war, including that Kyiv cede additional territory, curb the size of its military and be barred from joining NATO. A delegation of senior U.S. military officials met with President Volodymyr Zelenskiy in Kyiv on Thursday to discuss a path to peace. The U.S. ambassador in Ukraine and the army public affairs chief travelling with the delegation described the meeting as a success and said Washington sought an "aggressive timeline" for the signature of a document between the U.S. and Ukraine.
Also one side would control the major financial centers in the country, most of the strategic ports, would have the support of both bordering countries and all of NATO... and it sure as hell isn't MAGA.
I'm willing to offer NATO-like security guarantees to the first one of your regards to slob my knob.
Just roll them Rhein isn’t going anywhere and got artillery backlog for all of NATO for like 10 years at this point
would love seeing NATO eliminate russia within a 3 days special operation
Isn’t Greenland already part of NATO? I assume USA can already use it for military/defence if it wanted to.
I’ve held it for almost a year at this point, The whole thesis is big NATO or DoW contract, Until they get a contract earnings are irrelevant
Red Cat reports Q3 EPS (16c), consensus (10c) \-- Reports Q3 revenue $9.65M, consensus $8.18M. "Our record-breaking third quarter revenue and the expansion of our contract with the U.S. Army clearly demonstrates the accelerating adoption of our specialized solutions within the defense and national security sectors," said Jeff Thompson, CEO of Red Cat. "We are seeing significant returns on our focused strategy, with our products being validated by major government agencies and NATO allies and necessitating the recent 2x expansion of our drone manufacturing facilities. This expansion allows us to deliver speed and volume at scale to the Department of War and U.S. Allies through FMS. Also, the recent launch of our USV division, Blue Ops, and the lease of our 155,000 sq foot vessel building facility positions us to be the leader of delivering critical unmanned systems for use over land and sea."
Wait, potash *wasn't* a critical mineral? We really need more farmers in government. That's just frightening. Anyway, rhenium is also great. Supply is concentrated in South Africa - not a country known for NATO sympathies or its stable power grid. Shocks will make rhenium spike 100-200%.
It would be the other NATO alliances that get involved (economically at least) against Trump, especially for Canada. China is not in any equations of what the USA might do to these 3 counties. In fact, China would likely activate a new war front in Asia if the Western alliances are broken up. I normally don't think Trump is that dangerous, but the Epstein file seems to be a major trigger to his actions so far.
I did answer but let me be clearer for you: >Do you agree that the U.S. should find a way to work together and focus on bettering the U.S. instead to stay ahead of the rest of the world? I think the US government should work to bettering American's lives. A lot can be hidden by the phrase "bettering the US to stay ahead of the world" - you need to be more specific about what this means if you want a direct answer. But I consider bettering the US to exclusively about bettering American's lives directly and immediately - and I do not think that is what is being worked on right now. >or Would you rather they keep fighting and destroy themselves from within? The politics of the last two decades has been focused on acts of destruction, I would rather that stopped, but at the same time I do not actually believe the conventional US political system is capable of acts of genuine creation. If the US wishes to maintain its course though, as it appears it does, I do not fear its own failure - Americans are strong and resourceful people and when we finally shirk the yoke of our 'betters' in power we will find we have so much more in common than in opposition. The destruction is only happening on a Governmental and Elite level. I really don't see it mattering to me as neither elements have really cared about me, our people, or our outcomes for decades. >The question I am asking you is would you rather see the U.S. thrive or fail? I want Americans to thrive. I'm skeptical of the US' need to project its power globally and don't really see how it helps us thrive so I'm not too concerned if US power is reworked globally. I was 100% for the gutting of USAID - I'm okay with being honest and calling our military the Department of War - I'm okay with NATO/Europe and SEA nations being our vassals if they want to be. >Would you rather see China fail? Or thrive? I'm really indifferent, but I don't really want people to suffer. I do think there is unnecessary Sinophobia and Russiophobia that benefits the military industrial complex, and seeks to normalize proxy wars fought by nationals of different nations like our 'allies' the Ukrainians dying and being maimed in scores of scores. Again, as much as I am for a nation's right to self defense or its right to let it be used as a Vassal state for us, I'd rather not see PEOPLE suffer.