DNA
Ginkgo Bioworks Holdings, Inc.
stock NYSE

This shows how Palantir has made themselves a political target. We used Palantir for YEARS before they got into the busting browns business… they were amazing for big data during the whole genome sequencing and DNA mapping phases of MadCow and BirdFlu.

Whats the most upsetting thing you learned from a DNA test

This shows how Palantir has made themselves a political target. We used Palantir for YEARS before they got into the busting browns business… they were amazing for big data during the whole genome sequencing and DNA mapping phases of MadCow and BirdFlu.

Whats the most upsetting thing you learned from a DNA test

# The End of the American Umbrella
https://preview.redd.it/rd9hte6l4zjg1.png?width=1401&format=png&auto=webp&s=95d17ee97123bcf12c2888038a4b2df25980b106
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For eighty years, the plan was simple: Europe builds the cars, and America builds the shield. But the 2026 National Defense Strategy (NDS) just made it official; the U.S. is pulling the umbrella back. Washington has explicitly pivoted to “Fortress America,” elevating homeland defense and the Pacific above the security of the Vistula.
For the first time in our lives, the U.S. commitment to Europe is no longer unconditional. It’s contingent on “burden-sharing.” In plain English: ***You’re on your own.***
And this couldn’t happen at a worse time.
Russia has gone all-in on a war footing. While we’re still debating budgets, the Kremlin is churning out **seven million shells a year; four times the combined output of the entire West**. Their drone production hasn't just scaled; it’s everywhere. With **100,000 long-range strike drones** now rolling off the lines annually, the Eastern Flank is effectively becoming a permanent kill zone.
Germany has finally realized that the old way of doing business is a death sentence.
# The Death of the “Flashlight”
https://preview.redd.it/h4j6rw6m4zjg1.png?width=1000&format=png&auto=webp&s=919ec0e4f805341f9f800b5dff74aa072295567d
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For decades, Germany was a walled garden. If Rheinmetall or MBDA built it, the Bundeswehr bought it, no questions asked.
But in early February 2026, the walls finally cracked. The German Bundestag’s budget committee just hit the “Pause” button on a **€25 million** contract for a domestic naval laser project.
Why? Because they’re tired of paying for “gold-plated” prototypes that don’t actually work when the drones start swarming. They looked at Rheinmetall’s **20 kW** “demonstrator” and realized it was basically a glorified flashlight.
Then they looked at **Electro Optic Systems (ASX:EOS)** and their **Apollo** system. Apollo isn’t a demonstrator. It’s a **100 kW to 150 kW-class** system that melts drone housings in seconds. Germany decided that “Made in Germany” matters less than “Actually Works in 2026”. They’ve officially invited EOS to the table to showcase the 100 kW beast.
# The 108 Billion Euro Signal
https://preview.redd.it/zns8cb4n4zjg1.png?width=1456&format=png&auto=webp&s=b7a83794abbb1fb7a0cb79a7a16b3b5e955bd269
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Germany isn’t just spending more; their 2026 defense budget is a staggering **€108.2 billion**. Berlin is now spending nearly **2.8% of its GDP** on defense, and they’re aiming for 3.5% by 2029.
They even passed a law - the **BwPBBG** \- that mandates “speed over perfection”. If you have off-the-shelf, combat-ready tech that solves the drone problem, Germany is your best friend.
If EOS wins the German contract, it’s game over for the skeptics. Germany is the industrial heart of Europe. If they buy Apollo, the rest of the EU; starting with the Baltic states and Poland will follow.
# The “Drone Wall”: Europe’s $4 Billion Shield
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https://preview.redd.it/dx2ptasn4zjg1.png?width=1024&format=png&auto=webp&s=3d8bc9945d34116cb1b82ce0c599b5ff95e606ff

While Berlin debates contracts, Poland is already leading the charge on the **“Drone Wall.”** In late January 2026, Poland signed a massive **$3.8 billion contract** for an integrated anti-drone shield stretching along the entire Eastern Flank.
This isn’t just a Polish project; it’s the backbone for **Lithuania, Latvia, and Estonia**.
The total cost of this integrated air defense shield is estimated at over **$60 billion**.
That is the massive TAM (Total Addressable Market) EOS is walking into as the “Digital Steel” provider of choice.
# The “Infinite Magazine”: The 100kW Reality
The cost-per-shot for a Patriot is a fiscal nightmare. With the Apollo laser, you're looking at a few dollars’ worth of electricity per kill. That’s how you actually win a war of attrition.
**The EOS Apollo Equation:**
* **Power:** 100 kW to 150 kW. This is the “magic number.”
* **Cost:** Roughly **$10 per shot** in electricity.
* **Range:** 3 km for a “Hard Kill” (melting the target) and 15 km for a “Soft Kill” (blinding sensors).
* **Rate of Fire:** Neutralizes more than **20 drones per minute**.
If you plug this thing into a base power grid or a heavy-duty generator, it basically lasts **forever**. No ammo trucks. No supply chain bottlenecks. It’s an **Infinite Magazine**.
# Global Validation: Japan and Ukraine
https://preview.redd.it/p0uunh1p4zjg1.png?width=698&format=png&auto=webp&s=23fc48461787e68135390f79a1214c22c97faa66
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If you think this is a niche Aussie play, look at the Pacific. In January 2026, **Japan** started sea trials for its own [**100 kW shipborne laser**](https://defence-blog.com/japan-tests-100-kw-ship-based-laser-weapon/)[ on the ](https://defence-blog.com/japan-tests-100-kw-ship-based-laser-weapon/)[*JS Asuka*](https://defence-blog.com/japan-tests-100-kw-ship-based-laser-weapon/). They know that missiles won’t stop a 1,000-drone swarm. Only energy will.
And then there’s **Ukraine**. The “Sunray” laser system; the silent, invisible drone-killer mounted on pickup trucks, is the talk of the front lines.
**The secret the market missed:** EOS has been working directly with the Sunray team. The Sunray prototype uses the same high-precision tracking and atmospheric compensation tech that EOS perfected for satellite ranging. When you see a drone catch fire over Kyiv in total silence, you’re looking at EOS DNA in action.
# The Play: Why the Market is Wrong about EOS
EOS has been getting dragged lately by short-sellers and legacy “dodgy management” rumors. But I’ve looked at the forensic capital, and the noise doesn’t match the signal.
1. **The Backlog is Real:** EOS has a firm, unconditional backlog of **A$459 million**.
2. **The Pivot to Germany:** They are “very likely” moving their HQ and listing to **Germany** by H1 2026. That turns them from an “Aussie underdog” into a “Sovereign European Utility”.
3. **Deep Value:** At its current price, the market is treating EOS like a speculative science project. But with the German Bundestag knocking on their door and the “Drone Wall” being built in the East, they are about to become a Strategic Industrial Prime.
*Processing img c7eenjbq4zjg1...*
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**Infrastructure always wins.** The market hasn’t priced in the “Sovereign Preference Crack” yet.
But they will.
***You can find full article on Substack*** [https://optimusdelta.substack.com/p/the-digital-steel-manifesto?r=5e9r6&utm\_campaign=post&utm\_medium=web&triedRedirect=true](https://optimusdelta.substack.com/p/the-digital-steel-manifesto?r=5e9r6&utm_campaign=post&utm_medium=web&triedRedirect=true)
***I also post short form analysis on defense sector stonks on my X*** [https://x.com/OptimusDelta](https://x.com/OptimusDelta)

At standard OPRA message density, a 91-sequence gap maps perfectly to the \~100-microsecond physical speed-of-light transit time through fiber optics between Carteret and Secaucus. I didn't "buy OTM calls and look for someone to blame." I executed a Level-3 cross-asset order book reconstruction proving co-located Direct Market Access (DMA) executing sub-millisecond, cross-datacenter atomic routing.
3. If it's just normal hedging, explain the regulatory evasion:
* The Sonar Ping: Why did the algorithm fire a 2-lot IOC order on a cheaper, adjacent strike (C$12.0) exactly 586 milliseconds *before* detonating its payload on the target strike? (Hint: It was physically testing the exchange's hidden reserve depth without tipping off the MMs quoting the target strike, then routed 49% of its payload to that exact venue).
* Tape Smurfing: Why does this exact algorithm structure its options trades on SPY in a 7.5-to-1 asymmetry at exactly 499 lots, actively avoiding the 500-lot internal exchange surveillance thresholds?
* Severed Audit Trails: When the Market Makers hedged that 1,056-contract sweep in the dark pool (FINRA TRF) 1 to 3 milliseconds later, why did those equity prints omit Condition Codes 52/53 (Stock-Option Tied), printing instead as standard Odd Lots (Code 37) to deliberately sever the regulatory audit trail?
* Off-Tape Conversions: How did an institution lock in a 10,000-contract Conversion (Long Call + Short Put) at 12:19 PM on June 7, establishing a synthetic lock-in price of exactly $33.92... and then physically settle the 1,000,000-share equity leg in the dark pool four hours later at exactly $34.00, capturing an $80k risk-free spread while the lit market was halted and crashing to $28?
You are mistaking the weapon's exhaust for natural market weather.
The replication package is public on GitHub. The dataset is over 80 million trades. The OPRA sequence numbers are verifiable mathematical facts. If you have a mathematical rebuttal to the sequence-gap physics, the TRF latency mapping, or the Jaccard routing DNA mismatch (0.23), I'd love to hear it. Otherwise, telling me "what a delta hedge is" doesn't change what is printed on the tape.
Challenge the data, or take a seat.

Pacbio, everyone talks about DNA sequencing and biotechnology but never mentions the absolute best sequencing technology, long reads. Even if the company isn’t super profitable yet it’s still a huge buyout target