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A New Kind of Defense Company is Blending AI, Autonomous Systems, and Advanced Sensing to Target Tomorrow’s Battlefield— Learn Why Investors Are Starting to Put VWAV on Their Radar as Global Conflict Accelerates! VisionWave Holdings, Inc. (NASDAQ: VWAV) is emerging as a unique player in today’s rapidly evolving defense landscape. As global tensions rise—particularly involving Iran—modern warfare is shifting toward drones, missile defense systems, and AI-powered intelligence. VWAV is building a multi-domain platform that combines RF sensing, artificial intelligence, autonomous systems, and advanced computing into one integrated architecture. Rather than focusing on a single niche, the company is aligning itself with the full ecosystem of next-generation defense technologies! At the same time, NASDAQ small cap VWAV is taking steps to expand its real-world footprint. Its planned acquisition of a majority stake in an Israeli aerospace manufacturer tied to active missile defense systems, along with the launch of an Israeli subsidiary and global expansion efforts, signals a move toward deeper integration in defense supply chains. With additional initiatives in energy and subsurface sensing, the company is positioning itself beyond traditional defense into broader intelligence markets. As nations scramble to counter drone swarms and missile threats, companies like VWAV are no longer optional—they’re becoming mission-critical. Discover Why VWAV is Starting to Turn Heads on Wall Street as it Builds a Platform Designed for the Next Era of Conflict | | | | | Bonus content from Stocks & Income: | Hello. | Welcome back to Beyond the Magnificent 7! | The premise of this series: seven companies (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, Tesla) hog roughly 90% of the financial-media attention. Plenty of other near-trillion-dollar names are doing equally interesting work, and most individual investors don't follow them as closely as they probably should. | Past editions have covered Saudi Aramco, TSMC, Broadcom, Berkshire Hathaway, Eli Lilly, Samsung, JPMorgan, Exxon, SK Hynix, Micron, and Walmart. | Today picks up three more, each playing a huge but very different role in the AI buildout. | Let's get into it. | This is not financial advice. Always do your own research. Past performance doesn't guarantee future results. |
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| | AMD (AMD) | AMD makes the brains for AI servers and PCs. They're the only credible alternative to Nvidia for the chips that power ChatGPT-style data centers, and that's the entire investment thesis in one sentence. | Lisa Su has been CEO since October 2014. When she took over, AMD was near bankruptcy and trading around $3 a share. Today the company is worth more than $850 billion and the stock is over $500. That's roughly a 166x increase in market cap during her tenure, and the data center business has gotten a lot bigger just in the last 18 months. | Why it matters right now: | AMD's MI300 series is shipping at scale to Microsoft, Meta, and Oracle. The MI350 ramped through 2025, and the MI400 (the next major architecture) starts shipping in the second half of this year. Q1 2026 revenue came in at $10.3 billion, up 38% year-over-year. The data center segment alone grew 57% year-over-year to $5.78 billion.
| The bull case: Hyperscalers want a second source for AI chips, and AMD is the only company anywhere close to filling that slot. As the MI400 closes the architectural gap with Nvidia, the share-of-spend story keeps getting bigger. | | The bear case: Nvidia's software ecosystem is still enormous compared to AMD's equivalent. The valuation is no longer cheap after the stock more than doubled in a year. And the most expensive part of AI (training the models) still goes almost entirely to Nvidia. |
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| | Oracle (ORCL) | Oracle used to be the boring database company your bank ran on. Today it's the surprise winner of the AI infrastructure boom, with a contract to provide $30 billion in compute to OpenAI per year. | Why it matters right now: | Oracle is one of the lead partners (alongside OpenAI, SoftBank, and MGX) in Stargate, a $500 billion AI infrastructure project announced at the White House in January 2025. The OpenAI compute deal alone is expected to generate roughly $30 billion a year for Oracle starting in 2027. Oracle Cloud Infrastructure grew 84% year-over-year in the most recent quarter to $4.89 billion in revenue. That's the fastest growth rate of any major cloud platform right now.
| | The bull case: OCI is the fastest-growing major cloud, the Stargate partnership locks in a decade of contracted revenue, and the legacy database business still throws off enormous cash to fund the data center buildout. | The bear case: Oracle's CapEx now exceeds its operating cash flow, so the company is taking on real debt to keep up with demand. A meaningful chunk of future revenue is concentrated in one customer (OpenAI), which is itself still losing billions a year. The shift from sleepy database company to AI infrastructure giant has not been cheap, and the margins have compressed during the buildout. |
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| | ASML (ASML) | ASML is a Dutch company that builds machines the size of school buses, costing roughly $380 million each. | Those machines are the only equipment on Earth capable of making the most advanced computer chips. Without ASML, there's no TSMC, no Nvidia, no Apple silicon. The entire chip industry has exactly one supplier for one of its most important steps. | Why it matters right now: | ASML has a true monopoly on extreme ultraviolet (EUV) lithography, the technology required to make any chip at the 7-nanometer node or below (basically anything in your phone or laptop from the late 2010s forward). The next-generation High-NA EUV machines cost roughly $380 million each. ASML is shipping about 10 in 2026 and ramping toward 20 a year by 2028. Each one is back-ordered. Customers are the entire chip supply chain we've been writing about for months: TSMC, Samsung, SK Hynix, Intel, and Micron. Q1 2026 revenue came in at €8.8 billion, and the company raised its full-year 2026 revenue guidance to €36–€40 billion. ASML currently scores 76/100 with our partners at AltIndex, which is on the positive side.
| The bull case: A monopoly on the single most critical bottleneck in advanced chipmaking. AI CapEx is still in early innings, and HBM4 memory production is now ramping (which means more ASML machines). | | The bear case: Heavy China export restrictions cap a meaningful chunk of the addressable market. Chip-industry spending has historically swung up and down in big waves, and ASML's order book whipsaws the stock whenever customers like TSMC or Intel push timelines around. |
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| | A Quick Way to Pressure-Test What You Already Own | If you've held Nvidia, TSMC, or any of the names in our Beyond the Mag 7 series, knowing what the alt-data is saying about them is a useful gut-check. Our partners at AltIndex score thousands of stocks on a 0-100 scale based on hiring trends, web traffic, sentiment, and insider activity. A name where the alt-data is still strong after a big run usually has business momentum the price chart hasn't fully captured. | Start a free 7-day trial of AltIndex → |
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| | 🫡 See You Soon | Three companies that got to the edges of $1 trillion three different ways. AMD is the only real competitor to Nvidia for the chips that train and run AI. Oracle went from sleepy database company to the surprise winner of the AI infrastructure buildout. ASML is the Dutch company without which none of this exists in the first place. | None of them are in the Magnificent 7. All three are doing more for the trajectory of the AI economy than most of the names that get all the headlines. | That's our take, and that's today's edition. See you tomorrow. | — Brandon & Blake of Invested Inc |
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| | ⭐️ What did you think of today's edition? | |
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| | | | The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. | Stocks & Income, AltIndex, Finance Wrapped, The Chain, and Future Funders are all owned by Invested, Inc. |
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