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DroneShield
DroneShield’s European Order Book Tops A$111M, Is the Stock a Buy Ahead of the EU $800B Defence Spending Boom?
Europe Reloads as €150B Defence Spend Sparks Fresh Growth Momentum DroneShield (ASX:DRO) has staged a sharp recovery, rising more than 100% over the past month. For those who have been following our coverage, we have written extensively on the company’s growth trajectory and long term opportunity. In our recent analysis, we focused on the underlying fundamentals…
Tesla
What Tesla’s future looks like with Optimus humanoid robots
Elon’s New Workforce Doesn’t Need Lunch Breaks We have been closely following Elon Musk’s vision for Tesla Optimus humanoid robotics, a project he has described as potentially the largest product opportunity of all time and, in his view, an effectively unlimited revenue generator. While this outlook is clearly ambitious, our focus is on separating aspiration…
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