May 3, 2026
无人战争的赢家：当$50K无人机击落$2M目标，谁在改写国防经济学？
$50K无人机摧毁$2M目标。Iran战争验证无人机经济学：单位经济学翻转。市场仍按传统国防股给KTOS、AVAV估值，但legacy primes根本造不出$50K系统。10只无人机+自主系统股拆解：KTOS最高信念、AVAV战场验证最强、AXON DJI禁令受益。
Apr 6, 2026
Day 37: The Strait Didn't Open. It Didn't Close. It Changed Management.
Day 37 of the Iran war: the strait didn't open or close — Iran turned Hormuz into a toll booth. Four scenarios, four trade setups, three key signals. Trading playbook v2, fully updated.