A month after quantum computing stocks broke into the trader conversation, the setup has changed again. The sector is still early, volatile and valuation-sensitive, but the new U.S. funding headlines move the debate from pure future-tech speculation toward industrial policy, national security and strategic infrastructure.
Outlook Therapeutics is not a simple “approval or no approval” biotech story anymore. It is a long regulatory case study around ophthalmic bevacizumab, multiple FDA Complete Response Letters, an approved European/UK product, repeated financing pressure, management resets, and a retail shareholder base trying to understand whether the U.S. file is still alive or structurally blocked.
Evergreen thesis
Good morning everyone.
Today I managed to publish the update to the DRTS page on my blog.
Since the topic came up, I also wanted to clarify one thing about the blog. Some people in another subreddit complained that there is a Google “offerwall” when opening the site.
To be honest, I don’t like ads either. But since this is not a commercial site with paid subscriptions, using an ad is one of the few ways to at least partially offset the costs of running it.
I believe placing it at the beginning of the page is the best choice, because at the moment it is the only ad on the site. Once closed, readers can continue reading without having extra ads or unnecessary elements loaded throughout the article, which also helps keep the reading experience cleaner.
I think the quality and depth of the articles are worth a few seconds of an ad.
Enjoy the read. :)
A full evergreen hub for POET Technologies: company story, Optical Interposer technology, AI photonics opportunity, commercial path, manufacturing ecosystem, cash position, retail sentiment, risks, and the operating milestones that matter beyond any single headline.
The artificial intelligence infrastructure boom is not only a story about GPUs, accelerators, memory, power, cooling, and real estate. It is also, increasingly, a story about light. As AI clusters become larger, denser, and more power hungry, the bottleneck shifts from raw compute alone to the movement of data between processors, racks, data halls, and campuses. Electrical interconnects still matter, but the further the AI buildout moves into high-bandwidth, low-latency, energy-constrained architectures, the more optical networking becomes one of the critical hidden layers of the trade.
The defense drone trade is no longer only about prime contractors, billion-dollar aircraft programs or the most visible battlefield-drone winners. The small-cap layer is where the story becomes messier, more speculative and sometimes more interesting: U.S.-aligned drone components, collaborative autonomy software, FPV systems, counter-UAS demand, supply-chain localization and the hard question of whether headline defense momentum can convert into durable revenue.
Published: May 9, 2026Language: EnglishEducational / editorial research
Ondas Holdings, Red Cat Holdings and Kratos Defense & Security Solutions represent three very different ways to read the drone-defense trade: an aggressive autonomous-systems platform buildout, a focused tactical-drone procurement ramp, and a scaled defense-technology contractor with real backlog and unmanned-systems revenue.