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"Asymmetric Warfare Boom" Accelerates As US Army Awards Neros $500 Million For FPV Attack Drones
"Asymmetric Warfare Boom" Accelerates As US Army Awards Neros $500 Million For FPV Attack Drones
Defense startup Neros has secured a US Army contract valued at up to $500 million to supply the military with Ukraine-style, low-cost attack drones, reinforcing our view that the "Asymmetric Warfare Boom" is now underway.
As we have told readers, the Department of War's massive push to procure inexpensive, attritable autonomous systems, ranging from loitering munitions and ground robots to drone boats, will create a procurement supercycle and investable opportunities across both public markets and privately...
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Apr 21, 2026 / Tyler Durden
Texas Electricity Demand Could Quadruple Due To Soaring Data Center Demand: ERCOT
Texas Electricity Demand Could Quadruple Due To Soaring Data Center Demand: ERCOT
Peak demand in the Electric Reliability Council of Texas (ERCOT) territory could more than quadruple to 367,790 MW by 2032, driven primarily by data centers as well as other large load customers, the grid operator said in a preliminary forecast published Wednesday and noted by Utility Dive.
Source: ERCOT
ERCOT, which serves most of Texas, set its current peak demand record of 85,508 MW in August 2023.
The forecast is based on ERCOT’s economic forecasts as well as information provided by utilities working...
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Sep 10, 2026 / Tyler Durden
Hike Or Hold? Debating The Coming Fed Decision
Hike Or Hold? Debating The Coming Fed Decision
Authored by Michael Lebowitz via Real Investment Advice,
Heading into the September 16 FOMC meeting, the debate over whether the Fed should raise rates or hold is heated. To help you appreciate the range of views, we present this article as a courtroom exercise. We will let the prosecution make its case for a rate hike, and the defense make its case for a hold. We will render our verdict after both sides present their cases.
To set the stage, Fed funds futures are...
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Apr 14, 2026 / Tyler Durden
Appeals Court Terminates Criminal Contempt Proceedings Against Trump Admin
Appeals Court Terminates Criminal Contempt Proceedings Against Trump Admin
Authored by Stacy Robinson via The Epoch Times (emphasis ours),
An appeals court has put a stop to criminal contempt proceedings initiated by a district judge against the Trump administration.
District Judge James Boasberg, chief judge of the District Court for the District of Columbia, stands for a portrait at E. Barrett Prettyman Federal Courthouse in Washington on March 16, 2023. Carolyn Van Houten/The Washington Post via AP
In a brief, unsigned order on April 14, the Court of Appeals for the D.C. Circuit...
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