Picked up G4 Madera Lot 6 yesterday

2025.02.01 19:50 dzigajerkov Picked up G4 Madera Lot 6 yesterday

Looks like a slightly new bottle design too, “El Pandillo,” on the front now— or at least I haven’t seen it before. I somehow missed lot 5, but honestly not surprising as (if the dates on the bottles are correct) they’ve put out a madera batch once a month for the past 3 months. I have lot 4, dated 10/10/24, I’ve seen lot 5, dated 11/29/24, and the date on this one is 12/18/24. Would love if it just became a staple.
Tried it last night with lot 4, was expecting them to taste basically the same since they were made only a couple months apart, but lot 6 sipped better to me, surprisingly. Lot 4, despite my bottle being half empty, had more of a bite. Lot 6 was softer, little more citrusy, little less mineral. Great stuff. Felipe keeps crushing.
submitted by dzigajerkov to tequila [link] [comments]

2025.02.01 19:50 DungeonStromae Please, don't let the new bladesinger pass as it is

I know this might sound like I'm just picky and unnecessarly angry, but I have to say, among all the old subclasses that needed a rework, the bladesinger was definitely NOT one of them.
For those of you who don't know, with the new UA regarding the Playtest of the Forgotten Realms subclasses for D&D 2024, they propose a revised Bladesinger among them.
Here's the thing:
Having a subclass that makes the caster class with the highest potential in 5e become also a great frontliner was already a bit too much, and made the class arguably better than most other frontliners due to the existence of cantrips like greenflame blade, booming blade and spells like shadow blade etc...
Now this new bladesinger is also able to:

Use Intelligence both for spellcasting and melee attacks (this was the only "weakness" it had in the old version, the fact it was a bit MAD but now, good god)
Use melee weapon with which he has proficiency as a Spellcasting Focus for his Wizard spells
The number of uses now scales with INT mod
They now gain proficiency with all melee martial weapons that don't have the two-handed or heavy proprierty.
The Performance skill proficiency got substituted with a list of skills you can pick, including Performance.

All of this right from level 3.
They are also able to, at level 14, attack as a bonus action when they cast a spell that has a casting time of an action ... but wait ...
So this means, that since they can still use a cantrip instead of one of their attacks when they get multiattack at level 6, they can use this with a cantrip too ... sooo they can for example "cantrip+attack+ ba attack"? right? There is nothing impling it can't! A cantrip is still a spell
What did they lost? well, easy

They no longer gain proficiency in light armor: this is the only significant change, since they will have to rely more on mage armor to obtain that absurd AC, but still, it is just a 1st level slot, at level 3 this is already not a big problem for a wizard
They no longer have advantage on Acrobatics checks while the bladesong is active
They no longer add the INT mod to melee weapon attack while the bladesong is active (this was substituted by letting you use int for attacks right from level 3, as we said)

Basically they gave a big set of buffs to this class right from the beginning, which seems to be a strange way they decided to follow with this new subclasses
And they didn't fix the most important things, like the fact that for a bladesinger it becomes effectively impossible to lose concentration at later levels if you just pick War Caster or Resilient (CON), and a bladesinger only needs one single spell to use to boost their attacks, which is shadow blade, and with impossible to break concentration, they can win a tough fight with just that spell and a bunch of 1st level slots for shield
As a DM that has a bladesinger among his party right now, I have to say that this would be a fricking nightmare. and you can say all the same things like "target him with Saving Throws and conditions and such" but the point is that a single subclass shouldn't be so strong that it forces the DM to redesign every combat around his presence.
So I ask, to all the D&D community of Reddit, please...
Don't let this revisioned Bladesinger pass. We should ask for something more balanced One example of how I would have changed the bladesinger is just one simple change

Instead of adding INT to maintain Concentration while bladesinging, let them make INT saves for Concentration: this reduces the MADness and doesn't lead to ridiculous saves modifiers right from level 3, the modifiers still scale, but with less spikes, and reduces the need for feats that invest on it. Which you might say it's still a buff, but not that kind of buff that makes you too strong right from level 3.

^{But the truth is that I have a different opinion on this matter which is that Concentration is a mechanic that feels good on paper, but is bad in practice, so that is more a problem of how Concentration works rather than how you change thai feature, but that is another story}
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2025.02.01 19:50 shaheerajmal How will you line this team up and which formation will you use?

Looking at input about which is the most optimum way to play this team any help will be appreciated cheers
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2025.02.01 19:50 sudoWTF69 هي الاستماره مشوهه كده من لينكس ولا كروم ولا البخاخه الى عامله السايت؟

submitted by sudoWTF69 to unixegypt [link] [comments]

2025.02.01 19:50 direnmedet Anyone knows what game is this?

I have seen this on a Samsung monitor in Mediamarkt. Anyone knows the title? Or is it just a video that exclusively made for Samsung gaming hub?
submitted by direnmedet to AskGamers [link] [comments]

2025.02.01 19:50 Mraverage_man Is there a subreddit for sharing Pawns ID codes?

Would like to hire other peoples pawns who are active and looking for RC currency. I'm currently only lvl 20 so i could only hire pawns at that lvl/below atm, I'm struggling for RC myself, just seeing if I can help my fellow arisens out
submitted by Mraverage_man to DragonsDogma2 [link] [comments]

2025.02.01 19:50 McDuckfart Are these dead pixels?

submitted by McDuckfart to ultrawidemasterrace [link] [comments]

2025.02.01 19:50 Repulsive-Price-5173 Could doom slayer beat the precursors from halo

submitted by Repulsive-Price-5173 to Doom [link] [comments]

2025.02.01 19:50 UnSufficientHelp Crystal Bernard Persuasion

submitted by UnSufficientHelp to wingstvshow [link] [comments]

2025.02.01 19:50 traphag The chaos is everywhere, but what's it got to do with us?

submitted by traphag to PourPainting [link] [comments]

2025.02.01 19:50 KeepOnTrying-dude Company background check

I got a DUI a while ago back in 2018. I’m interested in looking for a new job soon and wondering what it would show up as on a background check. Has anyone ran one of themselves before? Was there a good company you used to run one? My charge was OWI originally then reduced to OWVI, pretty much the same thing but with less punishment.
submitted by KeepOnTrying-dude to dui [link] [comments]

2025.02.01 19:50 anime_manga221 Elephant Auto Policy

Hi! I use Elephant Auto Insurance in Virginia. The last day of my 6 month policy is March, with payments made in the middle of the month. I plan on paying this month’s (February) soon, but when I open the app and click on the One Time Payment tab, I see my usual payment (Due Now) and Total Balance (which is not the last payment I have to make—it is quite higher). If anyone has any experience with Elephant, is this normal around your last payment month so that you have an idea of what your renewal amount will be?
submitted by anime_manga221 to Insurance [link] [comments]

2025.02.01 19:50 Lolita1357 Travel app survey - only takes 1 minute - will fill yours in return :)

I am helping with a creation of an app that would help travellers to navigate the visit in the new country (cultural norms, local systems, and practical details. 🌍✨).
It’s quick, easy, and I’d really appreciate your input! ❤️
Here’s the link to the survey: https://docs.google.com/forms/d/e/1FAIpQLSdaV6Gd4J3G31EqtCZFmVo_Pn1UlE6PYt5vdvYZlihxpGDkDw/viewform?usp=dialog
submitted by Lolita1357 to SurveyExchange [link] [comments]

2025.02.01 19:50 Necessary_Fox_1653 I Need help!!!

Would anyone know how to go about styling a list like this on html & css.
submitted by Necessary_Fox_1653 to HTML [link] [comments]

2025.02.01 19:50 creeperfun12 This game truly was our anarchy chess

https://www.chess.com/game/live/132177663945?move=0
submitted by creeperfun12 to AnarchyChess [link] [comments]

2025.02.01 19:50 Atlassian-Bebop Got this from my coworker, signed by Balogun.

One of the stakeholders I work with hooked it up. W gift or what?
submitted by Atlassian-Bebop to SoccerJerseys [link] [comments]

2025.02.01 19:50 A_titan_can_do_it 3d printing help

hey there was wondering what settings people use to print terrain quickly? I have a ender3 v3 SE and I'm currently using cura for slicing my main focus is trying to get faster print times
submitted by A_titan_can_do_it to 3DPrintedTerrain [link] [comments]

2025.02.01 19:50 origutamos Peter MacKinnon: TMU doubles down on race-based admissions

submitted by origutamos to CanadianConservative [link] [comments]

2025.02.01 19:50 Mango-Bob Derp-Burp-EO We Go!

LIST OF EXECUTIVE ORDERS YOU SAY?
CHEGGITOUT: https://www.federalregister.gov/presidential-documents/executive-orders/donald-trump/2025
MOONSHINE: Distilled DEFENSE, SECURITY, AI, ENERGY.
Executive Orders (EOs) grouped by Energy, Security, Defense, and AI.
Energy

EO 14153: Unleashing Alaska's Extraordinary Resource Potential
EO 14154: Unleashing American Energy
EO 14156: Declaring a National Energy Emergency

Security

EO 14157: Designating Cartels and Other Organizations as Foreign Terrorist Organizations and Specially Designated Global Terrorists
EO 14159: Protecting the American People Against Invasion
EO 14161: Protecting the United States From Foreign Terrorists and Other National Security and Public Safety Threats
EO 14165: Securing Our Borders
EO 14166: Application of Protecting Americans From Foreign Adversary Controlled Applications Act to TikTok
EO 14175: Designation of Ansar Allah as a Foreign Terrorist Organization

Defense

EO 14167: Clarifying the Military's Role in Protecting the Territorial Integrity of the United States
EO 14183: Prioritizing Military Excellence and Readiness
EO 14184: Reinstating Service Members Discharged Under the Military's COVID-19 Vaccination Mandate
EO 14185: Restoring America's Fighting Force
EO 14186: The Iron Dome for America

EO 14179: Removing Barriers to American Leadership in Artificial Intelligence

Lockheed Martin Ticker: LMT (NYSE)Approx. Market Cap: $115–120 billionCore Rationale: World’s largest defense contractor by revenue. Leads programs like the F-35 fighter jet; extensive contracts with the DoD and NATO allies.
Northrop Grumman Ticker: NOC (NYSE)Approx. Market Cap: $60–65 billionCore Rationale: Major prime contractor for military aircraft (B-21 Raider), missile defense, and unmanned systems.
Raytheon Technologies Ticker: RTX (NYSE)Approx. Market Cap: $110–130 billionCore Rationale: Formed by the merger of Raytheon and United Technologies. Supplies missile systems (Patriot), radars, and other advanced defense electronics.
General Dynamics Ticker: GD (NYSE)Approx. Market Cap: $60–65 billionCore Rationale: Maker of Abrams tanks, nuclear submarines (Electric Boat division), and Gulfstream jets. Substantial U.S. military contracts.
Boeing Ticker: BA (NYSE)Approx. Market Cap: $110–130 billionCore Rationale: Known for commercial aircraft but also a key defense and space contractor (KC-46 tanker, satellites, rotorcraft).
L3Harris Technologies Ticker: LHX (NYSE)Approx. Market Cap: $35–40 billionCore Rationale: Specializes in defense electronics, communications, avionics, and space/satellite systems for the U.S. military and allied forces.
Huntington Ingalls Industries Ticker: HII (NYSE)Approx. Market Cap: $8–10 billionCore Rationale: America’s largest military shipbuilding company, sole builder of U.S. Navy aircraft carriers and amphibious assault ships.
BAE Systems ∗Foreign,buttradesasADR∗ Ticker: BAESY (OTCMKTS)Approx. Market Cap: $25–30 billionCore Rationale: UK-based, major defense electronics, shipbuilding, and aircraft supplier; significant U.S. subsidiary for DoD contracts.
Airbus ∗Foreign,tradesasADR∗*Foreign, trades as ADR*∗Foreign,tradesasADR∗Ticker: EADSY (OTCMKTS)Approx. Market Cap: $90–110 billionCore Rationale: European aerospace leader with some U.S. defense contracts (helicopters, satellites). Primarily known for commercial jets, but also supplies military transport aircraft (A400M), etc.

2. Security & Intelligence

Palantir Technologies Ticker: PLTR (NYSE)Approx. Market Cap: $25–30 billionCore Rationale: Specializes in data analytics platforms (Gotham, Foundry). Key contracts with the DoD, CIA, ICE, and other government agencies.
Leidos Ticker: LDOS (NYSE)Approx. Market Cap: $12–14 billionCore Rationale: Spun off from SAIC. Broad range of IT, cybersecurity, and intelligence contracts with the U.S. government.
SAIC Ticker: SAIC (NYSE)Approx. Market Cap: $6–7 billionCore Rationale: Provides IT modernization, engineering, and integration solutions to U.S. defense, intelligence, and civilian agencies.
CACI InternationalTicker: CACI (NYSE)Approx. Market Cap: $7–8 billionCore Rationale: Offers high-end IT, cyber, and mission support services to intelligence agencies and the military.
CAC (Subsidiary examples)Some smaller or more specialized cybersecurity firms also contract with the government, though their market caps vary widely.

3. Artificial Intelligence (AI)

Palantir Technologies (also noted above under Security)Ticker: PLTRFocus: AI-driven data fusion for defense, intelligence, and commercial sectors.
C3.ai Ticker: AI (NYSE)Approx. Market Cap: $2–3 billionCore Rationale: Enterprise AI software solutions. Works with various government agencies on predictive analytics and mission-critical apps.
Microsoft Ticker: MSFT (NASDAQ)Approx. Market Cap: $2.1–2.4 trillionCore Rationale: A key federal cloud and AI provider (Azure Government). Engaged in notable DoD contracts (e.g., HoloLens-based IVAS program).
IBM Ticker: IBM (NYSE)Approx. Market Cap: $110–130 billionCore Rationale: Develops AI and hybrid-cloud platforms (Watson). Has a long history of federal contracts for analytics, mainframes, and more.
Alphabet (Google)Ticker: GOOGL (NASDAQ)Approx. Market Cap: $1.5–1.8 trillionCore Rationale: Provides AI research and cloud (Google Cloud) to certain government projects, though engagement has been more selective due to internal controversies (e.g., Project Maven).

4. Energy

Exxon Mobil Ticker: XOM (NYSE)Approx. Market Cap: $430–460 billionCore Rationale: Major petroleum supplier; can engage in federal contracts (fuel supply, strategic resources). Large scale upstream & downstream operations.
Chevron Ticker: CVX (NYSE)Approx. Market Cap: $290–320 billionCore Rationale: Another “supermajor” with contracts for government fuel supply, especially for defense. Also invests in alternative energy and carbon capture.
Halliburton Ticker: HAL (NYSE)Approx. Market Cap: $25–30 billionCore Rationale: Provides oilfield services, occasionally does significant infrastructure/logistics projects in coordination with government agencies.
Shell ∗Foreign,tradesasADR∗*Foreign, trades as ADR*∗Foreign,tradesasADR∗Ticker: SHEL (NYSE)Approx. Market Cap: $190–220 billionCore Rationale: Global integrated energy major; may handle U.S. government contracts for fuel, strategic energy initiatives, or R&D.
Total Energies ∗Foreign,tradesasADR∗*Foreign, trades as ADR*∗Foreign,tradesasADR∗Ticker: TTE (NYSE)Approx. Market Cap: $140–160 billionCore Rationale: French-based energy giant. Potentially participates in U.S. or NATO-related contracts for fuel supply or joint ventures.
BWX Technologies Ticker: BWXT (NYSE)Approx. Market Cap: $5–7 billionCore Rationale: Designs and manufactures nuclear reactors (including those for U.S. Navy submarines). Specialized government defense-energy overlap.

Key Observations & Considerations

Defense Outlook Rising geopolitical tensions (e.g., new Executive Orders related to the military, border security) suggest steady or increased defense budgets. Large primes like Lockheed, Northrop, and Raytheon remain core holdings for defense exposure.Companies with next-gen tech (hypersonics, missile defense) could gain additional upside.
Security & Cyber Growing emphasis on domestic border security, counterterrorism designations, and AI-driven surveillance. Firms like Palantir, Leidos, SAIC, and CACI could see sustained contract wins.The heightened focus on supply chain security and potential “foreign adversary” apps (TikTok reference) highlights an ongoing role for advanced cybersecurity providers.
AI Expansion Multiple EOs underscore national interest in AI leadership. Microsoft, IBM, Google, Palantir, and C3.ai each stand to benefit from Federal AI and cloud adoption.Potential for increased R&D funding and specialized AI project awards (especially under the revoked or revised orders regarding “safe, secure AI”).
Energy Contracts Executive Orders hinting at “unleashing American energy,” “national energy emergency,” or supporting strategic resource independence reflect continued government interface with major oil & gas providers.For nuclear and advanced energy (e.g., small modular reactors, submarine propulsion), BWX Technologies is a niche but critical supplier.
Foreign Firms BAE Systems and Airbus remain substantial players in U.S. defense markets via subsidiaries or co-production. Shell and TotalEnergies hold significant U.S. upstream/downstream assets and can be awarded federal contracts.
Risks & Regulatory Backdrop Many of these companies face regulatory scrutiny or litigation tied to government policies, environmental standards, or shifting executive orders.Budget cycles, potential partisan shifts in Congress, and global events can introduce volatility into defense and energy names.

PLTR
Palantir’s data analytics platforms (Gotham, Foundry, and Apollo) integrate with partners’ technologies and services to drive operational efficiencies, AI-driven insights, or new product offerings.
1. IBM

Partnership Scope: In early 2021, Palantir and IBM announced a strategic partnership to integrate Palantir’s Foundry with IBM’s hybrid cloud and AI capabilities (including IBM Cloud Pak for Data).
Key Objectives:Offer ready-to-deploy AI applications for enterprise clients.Simplify data integration across hybrid cloud environments.Accelerate digital transformation in industries such as financial services, healthcare, and manufacturing.
Market Significance:A high-profile alliance, given IBM’s extensive enterprise footprint.Created a co-branded solution called “Palantir for IBM Cloud Pak for Data,” which leverages Watson AI tools.

2. Amazon Web Services (AWS)

Partnership Scope: Palantir has a deep integration with AWS, enabling Foundry and Gotham to be deployed rapidly on AWS GovCloud (for public sector) and AWS Commercial Cloud.
Key Objectives:Provide scalable, secure cloud environments for sensitive government and enterprise data.Streamline software deployment and updates (using Apollo, Palantir’s continuous delivery platform).Expand Palantir’s commercial reach, tapping into AWS’s large enterprise customer base.
Market Significance:Allows Palantir to target a broad range of U.S. federal agencies (CIA, DoD, etc.) already utilizing AWS GovCloud.Facilitates faster, more cost-efficient deployments for Fortune 500 clients.

3. Airbus

Partnership Scope: Airbus and Palantir collaborated on the Skywise platform—Airbus’s open data platform for the aviation industry.
Key Objectives:Use Palantir’s data integration and analytics to improve aircraft design, optimize supply chains, and enhance predictive maintenance.Provide airlines with operational intelligence and fleet management insights.
Market Significance:One of Palantir’s earliest and most public commercial ventures outside its traditional government focus.Demonstrates how Foundry can be customized for large-scale industrial and aerospace applications.

4. BP (British Petroleum)

Partnership Scope: BP has been a notable Palantir client/partner, using the Foundry platform to streamline operations and reduce costs across upstream, midstream, and downstream activities.
Key Objectives:Optimize energy exploration and production workflows.Enhance decision-making via real-time data on drilling, safety, and logistics.Accelerate the transition to renewable energy in some business units via advanced analytics.
Market Significance:Demonstrates Palantir’s capabilities in large-scale industrial data for complex, highly regulated sectors.Positions Palantir as a key enabler of digital transformation in the oil & gas industry.

5. 3M

Partnership Scope: 3M partnered with Palantir to deploy Foundry for supply chain optimization, demand forecasting, and R&D analytics across various 3M divisions.
Key Objectives:Drive more efficient inventory management.Identify cost savings and new product opportunities.Enhance operational resilience in manufacturing and distribution.
Market Significance:Illustrates Palantir’s traction in large-scale manufacturing and industrial conglomerates.Highlights how data analytics can unify disparate business lines and data silos.

6. Merck KGaA (German multinational, trades in the U.S. via ADR)

Partnership Scope: Merck KGaA has collaborated with Palantir to accelerate drug discovery and clinical trials through advanced analytics.
Key Objectives:Integrate laboratory, clinical, and real-world data to speed up R&D timelines.Provide better visibility into complex supply chains for pharmaceuticals.
Market Significance:Further cements Palantir’s presence in healthcare and life sciences.Showcases how Foundry aids in data-driven decision-making in strictly regulated industries.

7. Sompo Holdings (Japanese insurance conglomerate; trades in U.S. OTC as SOMPF)

Partnership Scope: Sompo partnered with Palantir to develop data integration for insurance risk modeling, claims processing, and senior care services in Japan.
Key Objectives:Introduce AI-driven predictive models for accident risk, healthcare claims, and operational efficiency.Expand digital services for Japan’s aging population (integrating medical data, insurance claims, and IoT devices).
Market Significance:Establishes Palantir’s foothold in Asia-Pacific insurance markets.Demonstrates cross-industry applications of Palantir’s platforms.

8. Wejo (Connected vehicle data platform; trades on NASDAQ)

Partnership Scope: Palantir invested in and partnered with Wejo to analyze connected car data in real time for insights into traffic, mobility, and vehicle diagnostics.
Key Objectives:Create new telematics solutions for automakers, insurance companies, and urban planners.Monetize large-scale data sets from millions of connected vehicles.
Market Significance:Showcases Palantir’s interest in mobility and transportation analytics.Demonstrates synergy between Palantir’s AI capabilities and Wejo’s proprietary data sets.

9. Hyundai Heavy Industries (Korean conglomerate; some ADR trading)

Partnership Scope: Palantir and Hyundai Heavy Industries (HHI) announced a partnership in 2022 to optimize shipbuilding, offshore engineering, and industrial robotics.
Key Objectives:Implement Foundry to integrate data from design, manufacturing, and operations.Reduce production lead times, enhance safety, and improve workforce allocation in shipyards.
Market Significance:An important entry into heavy manufacturing outside Europe or North America.Positions Palantir in the global maritime sector.

10. Jacobs Engineering Group

Partnership Scope: Jacobs uses Palantir’s platforms for complex project management (infrastructure, construction, and engineering services).
Key Objectives:Integrate large datasets for project timelines, cost modeling, and resource management.Enhance transparency and collaboration across Jacobs’ government contracts.
Market Significance:Demonstrates Palantir’s synergy with major engineering and construction firms that often hold federal, state, or municipal contracts.

Observations

Expansion Beyond Government While Palantir’s core historically has been government and defense (e.g., CIA, DoD), these partnerships illustrate its commercial pivot, expanding use of Foundry into industrials, energy, pharma, and insurance.
Focus on Large Enterprises & Mission-Critical NeedsPalantir generally targets Fortune 500 / Global 2000 companies—where big data, complex supply chains, and heavily regulated environments demand robust, integrated platforms.
Geographic Diversification Partnerships with BP, Airbus (Europe), Sompo (Japan), Hyundai Heavy Industries (Korea) show growing international reach. This diversification helps Palantir hedge against reliance on U.S. public-sector budgets.
Platform Approach Most alliances hinge on Palantir Foundry, which merges data pipelines, analytics, and AI/ML models into a single environment, typically speeding up time-to-insight for large organizations.
Potential Growth AreasHealthcare: Partnerships with Merck KGaA and potential expansions in biotech.Financial Services: Palantir’s collaboration with insurers (Sompo) and advanced analytics for risk modeling.Smart Cities & IoT: Partnerships like Wejo highlight connected-vehicle data analytics.Critical Infrastructure & Energy: Increased interest in integrated data solutions for climate resilience, nuclear power, grid management, etc.

Gotham
Palantir’s government-focused platform designed for intelligence, defense, and law enforcement agencies. It integrates disparate data sources, applies advanced analytics, and provides real-time operational insights, enabling secure collaboration and mission-critical decision-making at scale.
Foundry
Palantir’s enterprise data integration and analytics platform for commercial organizations. It unifies siloed data streams into a common ontology, supports rapid data transformation and modeling, and delivers actionable intelligence through intuitive operational workflows.
Apollo
Palantir’s continuous delivery and infrastructure management system. It automates software deployment and maintenance for both Gotham and Foundry, ensuring seamless updates, environment provisioning, and version control across on-premises, cloud, or hybrid deployments.
MORE DRUMS (COWBELL)
MKT CAP Below 999 Million Duckets.

Draganfly Ticker: DPRO (NASDAQ)Sector: Drones & AI-Enhanced Aerial Solutions Market Cap: ~$100–120 million
Red Cat Holdings Ticker: RCAT (NASDAQ)Sector: Drone Platforms, Drone Components, and Software for Military & Commercial Markets Market Cap: ~$50–70 million
AgEagle Aerial Systems Ticker: UAVS (NYSE American)Sector: Drones, Unmanned Aerial Vehicles (UAV), and AI-Driven Data Analytics Market Cap: ~$20–40 million
Ondas Holdings Ticker: ONDS (NASDAQ)Sector: Industrial Drones, Wireless Networking, and Robotics (Acquired American Robotics)Market Cap: ~$100–150 million
Mobilicom Ticker: MOB (NASDAQ) Sector: Secure Wireless Communications, Drone Swarm & Robotics Control Systems Market Cap: ~$20–40 million
Rekor Systems Ticker: REKR (NASDAQ)Sector: AI-Powered Vehicle Recognition, Intelligent Infrastructure, and Traffic Management Market Cap: ~$100–200 million
DarkPulse Ticker: DPLS (OTC)Sector: Fiber-Optic Sensing for Critical Infrastructure Monitoring & SecurityMarket Cap: ~$50–100 million

Notes & Relevance

Drones & Swarm Technology: Companies like Draganfly, Red Cat, AgEagle, and Ondas (via American Robotics ONDAS BE OWNING THIS NOW) are actively developing UAVs, drone-based data analytics, and in some cases, swarm-capable technologies.
AI & Data Analytics: Firms such as Rekor integrate advanced computer vision/AI to address transportation and public-safety use cases. Mobilicom provides real-time secure communications and unmanned systems control leveraging AI algorithms.
Infrastructure Security: DarkPulse and Mobilicom both address secure communications and infrastructure monitoring, vital for domestic security frameworks. Rekor’s systems can support law enforcement and homeland security by automating traffic and border surveillance.
Cloud Integration: Several of these companies offer or rely on cloud-based platforms or services (e.g., AgEagle’s and Draganfly’s analytics) that integrate UAV data with enterprise/cloud environments for real-time or near-real-time insights.

Added Some Chet About Mexico Cuz Why Not?
MEXICO YO-YO
1. Who Is the Current Head of State?
Name: Claudia Sheinbaum ( Outcome) Title: President of the United Mexican States Term Commencement: December 1, 2024 (the constitutional date for presidential transitions in Mexico)
Note: As of today (2023–2024 timeframe), Andrés Manuel López Obrador (AMLO) is President. However, Mexico’s next presidential inauguration occurs at the end of 2024. Many analysts believe Claudia Sheinbaum, a leading figure within the ruling MORENA party, could succeed AMLO if she wins the 2024 election. This report proceeds under the assumption that she did win and took office in December 2024, making her the “current head of state” in 2025.
2. Overview of President Sheinbaum

Political BackgroundA scientist by training (PhD in Energy Engineering), Sheinbaum rose to national prominence as Mayor of Mexico City (2018–2023).Ideologically, she aligns with AMLO’s “Fourth Transformation” platform, emphasizing social welfare, anti-corruption measures, and strong government involvement in key sectors.While she shares much of AMLO’s core agenda, she is perceived as more pragmatic on certain economic and environmental issues.
Domestic PrioritiesSocial Programs: Continuing or expanding popular welfare initiatives such as cash transfers to vulnerable populations and free university programs.Energy Policy: Supporting a nationalist energy policy that prioritizes Mexico’s state energy companies (Pemex, CFE) but with an added focus on renewable energy initiatives (given her scientific background).Rule of Law & Corruption: Publicly pledged to strengthen anti-corruption institutions and maintain credibility with progressive urban voters.
Foreign Policy PostureGenerally nationalist in rhetoric—like her predecessor—but more open to direct engagement with foreign investors, especially on high-tech and renewable energy projects.Emphasizes Latin American integration and alignment with other progressive governments in the region, but also seeks a stable, mutually beneficial relationship with the United States.

Situation Report: Analysis from U.S. Foreign Policy
3.1. U.S.–Mexico Bilateral Relations

Migration & Border SecuritySheinbaum has inherited high northbound migration flows from Central and South America. Although publicly critical of certain U.S. enforcement strategies, she has signaled willingness to collaborate on pragmatic border security measures to avoid major tensions with Washington.She is, however, facing political pressure from her left flank to de-emphasize heavy policing of migrants, which could trigger friction if flows significantly increase.
Trade and USMCA CommitmentsThe U.S.–Mexico–Canada Agreement (USMCA) remains crucial for Mexico’s manufacturing sector. Sheinbaum has pledged continuity but may push back against U.S. pressure on energy sector reforms, local-content rules, or labor provisions that Mexico views as infringing on its sovereignty. As the global economy shifts and nearshoring accelerates, Sheinbaum aims to keep Mexico attractive to U.S. companies. Expect her administration to maintain mostly pro-trade policies despite nationalist rhetoric—Mexico’s export-led model depends on stable economic ties with the U.S.
Security CooperationJoint anti-narcotics operations, intelligence-sharing, and anti-corruption efforts remain central to bilateral security ties. Some U.S. agencies worry about possible constraints on DEA operations within Mexico due to privacy and sovereignty concerns. However, Sheinbaum has quietly signaled a desire to maintain operational trust with Washington to combat organized crime, given rising cartel-related violence.Fentanyl trafficking is a top concern for the U.S. Government. While Sheinbaum rhetorically downplays Mexican responsibility, there are ongoing bilateral talks for specialized task forces aimed at precursor chemicals and cartel finance networks.

3.2. Economic Implications for the U.S.

Nearshoring Boom American manufacturers increasingly favor Mexico to shorten supply chains. Sheinbaum’s stable political mandate and emphasis on green energy could make Mexico more attractive to sectors like automotive, electronics, and medical devices.However, business groups remain cautious about Mexico’s regulatory environment—particularly in the energy and infrastructure sectors—where disputes over private versus state control persist.
Energy & Climate Collaboration Unlike AMLO, who heavily prioritized fossil fuels, Sheinbaum’s background suggests a more balanced approach, potentially opening opportunities for renewable energy partnerships and cross-border climate initiatives.U.S. investors might find it easier to negotiate renewable energy projects, though large-scale reforms remain politically sensitive.

3.3. Political Stability and Domestic Challenges

Governability Sheinbaum’s MORENA party commands a sizable majority in Congress, offering her a strong legislative backing. This means domestic policy gridlock is unlikely in the immediate term.Still, Mexico faces rising cartel violence, and any perceived security failures could erode the president’s approval, fueling calls for more hardline measures from the opposition.
Populist Pressure As the standard-bearer of the “Fourth Transformation,” Sheinbaum must balance:Progressive, urban voters who expect environmental protections, social inclusion, and modernizing reforms.Rural, populist base that supported AMLO’s more nationalistic approach, especially regarding energy sovereignty and direct social benefits.

3.4. Points of Contention with U.S. Interests

Energy Nationalism Ongoing U.S. private sector concerns over shifting rules that favor Mexico’s state-owned Pemex (oil & gas) and CFE (electricity). Sheinbaum may moderate these policies somewhat, but substantial changes to AMLO’s energy reforms are unlikely. This remains a potential flashpoint under USMCA dispute panels.
Labor and Environmental Standards The U.S. could invoke USMCA enforcement if Mexico does not meet new labor provisions or environmental compliance standards. Sheinbaum, more environmentally conscious than AMLO, may try to avoid confrontation, but balancing domestic labor realities with international commitments remains tricky.
China Factor U.S. officials are watchful of growing Chinese investments in Mexico’s infrastructure, telecoms, and energy sectors. While Sheinbaum has not explicitly courted China, she has shown willingness to accept foreign capital from multiple sources. The U.S. may pressure her administration to limit sensitive technology deals with China.

4. Outlook and Recommendations

Engage Early and Often The White House and State Department should maintain high-level dialogues to shape Sheinbaum’s early policy direction—particularly on energy reform, migration, and security cooperation.
Offer Economic Incentives Reinforce nearshoring incentives: Provide customized financial packages for U.S. firms investing in Mexico’s manufacturing and renewable energy sectors, ensuring mutual economic benefits.
Strengthen Regional Development Collaborate on programs that address root causes of migration, not just enforcement. A joint U.S.–Mexico initiative for economic development in Central America and southern Mexico can reduce migratory pressures.
Monitor Potential Regulatory Shifts Encourage a stable regulatory environment that honors USMCA obligations, urging the Mexican government to adopt consistent, transparent frameworks for foreign investment. Use diplomatic channels to forestall abrupt policy shifts that undermine investor confidence.
Balance Security Cooperation with Respect for Sovereignty While pressing for robust action against cartels, the U.S. should avoid heavy-handed rhetoric that stokes nationalist sentiments. A measured, cooperative approach is more likely to preserve and expand intelligence-sharing and joint security operations.

5. Conclusion
From the vantage point of a U.S. foreign policy analyst, a female president in Mexico (laudia Sheinbaum) presents both continuities and contrasts with the AMLO administration:

Sheinbaum is aligned with the ruling party’s populist-nationalist roots but is more open to climate-friendly policies and potentially more amenable to foreign investment in high-tech or renewable sectors.
U.S.–Mexico relations will remain robust, underpinned by trade, migration, and security cooperation. While rhetorical friction points may persist—especially around energy sovereignty—the strategic importance of bilateral ties will likely foster continuous dialogue.
For U.S. interests, a pragmatic approach focusing on cooperation in economic development, security, and climate will be the key to maintaining strong ties and mitigating potential policy clashes.

Sheinbaum’s success in balancing domestic political pressures with international obligations—especially under the USMCA—will be the central determinant of how U.S.–Mexico relations evolve in the mid-2020s.
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