Ed @CompounEd

Not investment advice. Joined May 2025

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Challenger Research @ChallgrRes

13 hours ago

Further emphasises our argument that internal C-UAS for critical infrastructure should be prioritised over a costly "drone wall". #DroneWall #UAV #UAS #Europe #CUAS

OSINTdefender @sentdefender

13 hours ago

Further emphasises our argument that internal C-UAS for critical infrastructure should be prioritised over a costly "drone wall". #DroneWall #UAV #UAS #Europe #CUAS

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Challenger Research @ChallgrRes

14 hours ago

The eastern flank drone wall misses on several key issues: + expensive & diverts resources away from the most effective deterrent, traditional long-range strike capabilities + hybrid war is seeing drones in urban centres

Holly Ellyatt @HollyEllyatt

17 hours ago

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Challenger Research @ChallgrRes

16 hours ago

Ukrainian defence firm Fire Point claim they can ramp up production of the FP-5 Flamingo missile to 200 per month. This could prove untenable for Russia's energy industry (>25% oil refining already disabled) - elites that Putin relies upon. #FlamingoMissile #FirePoint…

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Challenger Research @ChallgrRes

2 days ago

🚀 For true #LEO autonomy, 🇪🇺 nations can’t go it alone. @Eutelsat_ is far and away Europe's leader (2nd 🌍), backing it is key to removing dependence on @Starlink, securing real strategic autonomy. reuters.com/science/eutels… #Eutelsat $ETL #EuropeInSpace #Satellites #Starlink

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Ed @CompounEd

5 days ago

More $UAVS positive updates. As others noted Groups 1 & 2 likely increasingly commodified. But EagleNXT currently only 1/4 fixed-wing ISR UAS makers on Blue UAS list. Potential asymmetrical opportunity - contract potentials & lower val compared to peers. eaglenxt.com/eaglenxt-recei……

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Challenger Research @ChallgrRes

7 days ago

🧵 Russia has weaponised the feed. Disinformation is now one of Moscow’s cheapest, most effective weapons. Here’s how the Kremlin turns your timeline into a battlefield 👇 #Russia #Disinformation

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Ed @CompounEd

7 days ago

Big news for $SAAB - they are the lead partner in designing the standards and architectures for interoperability of all future NATO navies UUVs, USVs and crewed platforms. Puts them in prime position to shape the rapidly growing underwater battlespace. saab.com/newsroom/press……

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Challenger Research @ChallgrRes

a week ago

🇸🇪 Sweden shows what’s possible when households back equities: 🔹 Highest % of assets in shares in Europe 🔹 Culture of risk-taking & innovation 🔹 Strong IPO pipeline Europe’s lesson: shift towards equity ownership to fuel growth & competitiveness. cnbc.com/2025/09/23/wha… #IPOs…

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Challenger Research @ChallgrRes

2 weeks ago

🚀🛰️Europe lacks the space hardware to support either their commercial or defence needs without the US. @IISS_org argue for more crewed & uncrewed platforms as well as reduced fragmentation - Europe's greatest weakness. #NATO #Space #Defence #Satellites #Drones

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Challenger Research @ChallgrRes

2 weeks ago

1/ Funds are rushing to give retail access to private markets. Is this true “democratisation” of finance - or Wall St’s latest fee machine, pushing investors into opaque, illiquid assets with fewer safeguards? bloomberg.com/news/articles/… $HOOD #Robinhood #ARKInvest #Investing…

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Challenger Research @ChallgrRes

2 weeks ago

1/ 🌍🤖 We stand at the edge of an AI revolution. But there’s a dark side that often goes ignored … the climate. Is AI a savior of humanity - or an accelerant of the climate crisis? A thread 👇 #AI #ClimateCrisis #Sustainability

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Challenger Research @ChallgrRes

2 weeks ago

With Pakistan a main Chinese ally, and Saudi Arabia historically a main USA ally, this pact goes to show Western dominance is eroding where it matters most. ft.com/content/50a48a… #Pakistan #SaudiArabia #DefensePact

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Challenger Research @ChallgrRes

2 weeks ago

🇺🇸🇬🇧The Special Relationship is landing US defence giants on UK soil. 💰 £150B US firm investment pledges. 🤝 $PLTR £1.5B + 350 jobs, EU HQ in UK. ✈️ $ACHR + @anduriltech testing eVTOL aircraft. #DefenceTech #UKUS #NATO #Innovation #Geopolitics #Military #AIDefence #Investment

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Challenger Research @ChallgrRes

3 weeks ago

1/ Russian disinformation, sabotage, and cyberattacks continue to meet weak responses from world leaders. The drone interceptions over Poland on September 10th are the latest example. #DroneWarfare #Russia #Europe #EuropeanDefence #Poland #Drones #Sabotage

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Challenger Research @ChallgrRes

4 weeks ago

1/ Free trade was meant to guarantee peace. 🌍 Instead, supply chains became weapons. And 17 little-known metals turned into a geopolitical flashpoint. The story of rare earths 👇 #RareEarths #Geopolitics #Trade

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Vertical Aerospace @VerticalAero

a month ago

Listen in as Stuart Simpson, and Jason Mudrick discuss how we are pioneering the development of eVTOLs, and our strategy to bring the VX4 into service on the Solutions with Henry Blodget podcast. open.spotify.com/episode/6FTPxe…