DRONE VOLT (Euronext Paris: ALDRV) announced a new UK grid infrastructure project with AMPACIMON tied to National Grid’s Dynamic Line Rating (DLR) rollout across 360 miles of high-voltage transmission lines. 🔹 Drone Volt will utilize its specialized LineDrone platform to install sensors directly on live high-voltage power lines without requiring grid shutdowns 🔹 The project supports modernization of electrical infrastructure and greater integration of renewable energy across the grid 🔹 Management views the partnership as an important step in expanding Drone Volt’s international Drone-as-a-Service (DaaS) business and exporting its specialized aerial robotics expertise globally Drone Volt recently participated in the WTR Insights Conference. The replay is available on demand, and additional Drone Volt research is accessible on the WTR platform. check out John Roy, Ph.D.'s full report for more! $ALDRV #Drones# #Robotics# #EnergyInfrastructure# #GridModernization# #RenewableEnergy# #Automation# #Technology# #SmallCap# #Stocks# #Investing# #WaterTowerResearch# @drone_volt

Jensen Huang just told you where to invest in 2026: Sustainable energy. His argument is simple: For decades, building solar farms and nuclear plants required government subsidies. The economics didn't work on their own. That era is over. AI data centers have created a power demand so massive that the market will now pay you to build clean energy infrastructure. No subsidies needed. The economics work without them. "Back in the old days you needed government subsidies to go build solar farms, to build nuclear plants. Now the market will pay you to do it." This is a structural shift, not a policy bet. America's energy grid was built for a different era. It is archaic. It was not designed to handle hundreds of gigawatts of new AI compute demand coming online in a compressed timeframe. That grid needs to be upgraded. The transmission lines, the substations, the generation capacity, all of it. Huang is saying that for the first time in history, the economic incentives to fix all of that are fully aligned with the technology incentives. The companies building that infrastructure, whether it's nuclear power, utility-scale solar, grid modernization, or energy transmission, are sitting at the intersection of two of the most powerful demand curves in the world right now. AI and the clean energy transition. That is not a two-year trade. That is a decade-long buildout. Our analysts are already positioned in the names at the center of this shift. They called $AMD, $MU, $CRDO and $NBIS before the big runs. Don’t miss their call, come join us for just a $1. (link in bio)

🇺🇸🇮🇱🇮🇷 BREAKING: Israel conveyed a message to Washington that the resumption of fighting should include the destruction of Iran's energy infrastructure. Israel has sent a message to Washington saying its security and military leadership want to resume attacks on Iran, according to sources cited by the Israeli Public Broadcasting Corporation. The report said Israel believes negotiations with Iran are a waste of time. It added that Israel aims to use the current escalation in the Gulf to relaunch strikes on Iranian territory. Military officials from Israel and the United States reportedly drew up a new target bank in April. Most of the newly identified targets inside Iran are crude oil facilities, the report said.

NEWS: SpaceX and Tesla are quietly building a dual-track solar strategy spanning both Earth and orbit, according to a Digitimes exclusive citing Chinese solar supply chain sources. Ground-based solar targets Tesla's Giga Texas energy infrastructure, while orbital solar is central to SpaceX's Terafab compute satellite vision — with Musk planning to direct 80% of Terafab's AI chip output toward orbital platforms where solar irradiance is roughly 5x greater than on Earth's surface.

Here are the largest ETFs with the word "Covered Call" in the ETF name - ETF Central $QYLD - Global X Nasdaq 100 Covered Call ETF: $8.28B $XYLD - Global X S&P 500 Covered Call ETF: $3.14B $RYLD - Global X Russell 2000 Covered Call ETF: $1.33B $SLVO - UBS ETRACS Silver Shares Covered Call ETN: $383M $USOI - UBS AG ETRACS Crude Oil Shares Covered Call ETN: $330M $XDTE - Roundhill S&P 500 0DTE Covered Call Strategy ETF: $291M $GLDI - UBS AG ETRACS Gold Shares Covered Call ETN: $181M $DJIA - Global X Dow 30 Covered Call ETF: $169M $MAGY - Roundhill Magnificent Seven Covered Call ETF: $166M $YBTC - Roundhill Bitcoin Covered Call Strategy ETF: $164M $RDTE - Roundhill Small Cap 0DTE Covered Call Strategy ETF: $160M $QYLG - Global X Nasdaq 100 Covered Call & Growth ETF: $146M $KLIP - KraneShares China Internet and Covered Call Strategy ETF: $119M $YETH - Roundhill Ether Covered Call Strategy ETF: $74M $XYLG - Global X S&P 500 Covered Call & Growth ETF: $65M $SRHR - SRH REIT Covered Call ETF: $51M $SLJY - Amplify SILJ Covered Call ETF: $40M $CVRD - Madison Covered Call ETF: $34M $MLPD - Global X MLP & Energy Infrastructure Covered Call ETF: $20M $QDTY - YieldMax Nasdaq 100 0DTE Covered Call Strategy ETF: $20M

BREAKING: A source described as close to Iranian Parliament Speaker Mohammad Bagher Ghalibaf claims that if President Trump fails to secure Chinese pressure on Iran’s nuclear program, the U.S. could launch a “massive aerial operation” targeting remaining Iranian military infrastructure. The source also claims Iran would respond with large-scale missile strikes against U.S. and Israeli bases, as well as Gulf energy infrastructure, warning such a scenario could trigger severe regional escalation and major global economic disruption.

Inside the US military playbook to cripple Iran if nuclear talks collapse If negotiations with Iran collapse, the U.S. likely is to move quickly to degrade Tehran’s military capabilities — a campaign analysts say would begin with missile systems, naval assets and command networks before escalating to more controversial targets. Negotiators are still working toward what officials describe as a preliminary framework agreement — effectively a one-page starting point for broader talks centered on Iran’s nuclear program and potential sanctions relief. But deep mistrust on both sides has left the process fragile, raising the stakes if diplomacy fails. "We’re not starting at zero," retired Army Lt. Col. Seth Krummrich, a former Joint Staff planner and current global risk analyst, told Fox News Digital. "We’re both starting at minus 1,000 because neither side trusts each other at all. This is going to be a pretty hard process going forward." That tension was on display Thursday, when a senior U.S. official confirmed American forces struck Iran’s Qeshm port and Bandar Abbas — key locations near the Strait of Hormuz — while insisting the operation did not mark a restart of the war or the end of the ceasefire. The strike on one of Iran’s oil ports came two days after Iran launched 15 ballistic and cruise missiles at the UAE’s Fujairah Port, drawing anger from Gulf allies. Defense Secretary Pete Hegseth and Joint Chiefs Chairman Gen. Dan Caine said earlier this week the attack did not rise to the level of breaking the ceasefire, describing it as a low-level strike. President Donald Trump repeatedly has warned that if negotiations collapse, the U.S. could resume bombing Iran — even signaling before the recent ceasefire was implemented that Washington could target the country’s energy infrastructure and key economic assets. But any escalation would likely unfold in phases, beginning with efforts to dismantle Iran’s ability to project force across the region before expanding to more controversial targets.

Can Anthropic truly overtake a giant like Alphabet in such a short timeframe? While Anthropic has already surpassed OpenAI and reached a historic valuation of $1.2 trillion, the deeper question is: what prevents an even stronger competitor from disrupting Anthropic next? WhatAI argues that in a market defined by exponential growth, no lead is permanent. 1. The Logic Behind the 2028 Crossover This projection reflects a fundamental structural shift in the global economy: >Ad-Based vs. Agent-Based Economy: Alphabet’s growth remains tied to the mature search advertising market, where revenue per interaction is measured in cents. Anthropic is capturing the “AI Computing Tax” — as AI agents replace manual search, value per interaction jumps from advertising clicks to dollars in compute and automation. >Velocity of Enterprise Adoption: Claude’s reputation for high reliability and controllability has driven deep integration into enterprise workflows. Reaching ~$30B ARR by early 2026 demonstrates that demand for frontier-grade, trustworthy models is scaling faster than traditional SaaS. 2. The Winner’s Curse & Emerging Competition WhatAI’s core warning is especially relevant here: today’s leader can quickly become tomorrow’s laggard. >Architectural Breakthroughs: Dominance currently rests on Transformers. A leap to more efficient non-Transformer architectures (e.g., advanced state-space or hybrid models) could instantly reset the field in favor of a new entrant. >Vertical Specialization: While Anthropic excels at general reasoning, specialized “sovereign models” purpose-built for biotech, structural engineering, finance, or other high-stakes domains could carve away the most valuable market segments. >Open-Source Deflation: Meta’s Llama series and other open-source efforts continue to exert powerful downward pressure on pricing. Near-parity with Claude would rapidly undermine Anthropic’s premium positioning. 3. Critical Reality Checks Even aggressive projections must confront hard limits: >Energy Ceiling: Unlimited scaling is physically constrained by power grids, data center cooling, and energy infrastructure. >Regulatory Friction: Approaching trillion-dollar revenue will trigger intense antitrust scrutiny and AI-specific regulations far heavier than those faced by early internet companies. Conclusion WhatAI’s central thesis holds: the AI era marks a paradigm shift from indexing information to generating intelligence. Anthropic currently leads in reliability and enterprise trust, yet its moat remains shallow. The next, potentially stronger disruptor is likely already training on next-generation hardware or algorithms we have not yet standardized. In exponential markets, sustained victory belongs only to those who can repeatedly innovate beyond architectural, physical, and regulatory bottlenecks.