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Friday, June 13th
“The more the panic grows, the more uplifting the image of a man who refuses to bow to the terror.”
-Ernst Junger
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Markets Today
🌏 Asia-Pacific: Down
🇪🇺 Europe: Down
🇺🇸 United States: Down
🛢️ Oil: Up
⚡Crypto: Down
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Major Market Events
- Meta (Facebook) invests $14.3B in AI firm Scale and poaches its CEO. Big Tech pivots to AI in a major way.
- Moderna falls on fears CDC panel. RFK Jr. fires old vaccine board and brings in more skeptical scientists.
- Oil prices surge on Israel-Iran conflict. Will they continue to $120 as some analysts predict?
🤔 My Thoughts
Yesterday, Israel launched a sophisticated military operation, “Rising Lion,” targeting Iran’s nuclear and military infrastructure. The operation heavily utilized advanced drones, orchestrated by the Mossad and Israeli Air Force.
Sources report that Israel established a covert drone base inside Iran, deploying explosive drones to strike air defense systems, ballistic missile launchers, and nuclear facilities, including the Natanz centrifuge site. These drones, activated during a surprise attack, neutralized Iranian air defenses, enabling Israeli jets to operate with air supremacy.
The strikes killed key Iranian military figures, including Revolutionary Guard Commander Hossein Salami, and several nuclear scientists, escalating tensions significantly. Iran retaliated with over 100 drones aimed at Israel, though most were intercepted, some as far as Iraqi and Jordanian airspace.
The operation showcased Israel’s advanced drone technology, leveraging precision and covert deployment to disrupt Iran’s strategic capabilities, raising concerns about a broader regional conflict.
Drone Companies to check out for Investors:
- AeroVironment, Inc. (AVAV): A leading U.S. drone manufacturer, AeroVironment specializes in small unmanned aerial systems (UAS) like the Switchblade, used for tactical strikes. Its focus on military and commercial applications, with a market cap of around $5 billion, makes it a solid investment choice for those eyeing defense tech growth.
- Kratos Defense & Security Solutions (KTOS): Kratos develops high-performance drones like the Valkyrie for military use. With a strong U.S. defense contract portfolio and a market cap of approximately $3 billion, it’s a compelling option for investors interested in cutting-edge UAS technology.