Top Defense and Space Firms Secure New SBI OTAs
Per SSC: these were awarded SBI OTAs: Anduril Inc, Booz Allen Hamilton Inc, General Dynamics Mission Systems Inc, GITAI USA Inc, Lockheed Martin, Northrop Grumman SyTstems Corporation, Quindar Inc, Raytheon Company, Sci-Tec Inc, SpaceX, True Anomaly Inc, and Turion Space Corp.
HH-60W Helicopters Assigned Doomsday Evacuation
HH-60W Combat Rescue Helicopters To Take On Doomsday Evacuation Role In The Nation’s Capital The Jolly Green IIs will be modified for VIP airlift and continuity of government ops, replacing aging UH-1N Twin Hueys in these roles. https://t.co/1ELQNYZEZa
Trump Appoints Unqualified Envoys, Risking Iran Talks
Trump sending Witkoff and Kushner to Iran negotiations. These two are not qualified and have had no negotiation success. Why them? Will this drag on the war and the mess at the Strait of Hormuz?
US Needed War‑Risk Escort From Day One, Not Week Eight
Allow me to say this again. US War Risk Insurance was needed on DAY 1 and not WEEK 8! Ships have war risk insurance. They had it after the first week. What ships are looking for is...
Wave of Account Hacks Prompts Call for Platform Action
A number of folks accounts have been hacked recently, including it seems Robin Brooks -- please read this X needs to do something; I haven't been hacked but I have seen a wave of bad impersonators https://t.co/t06AZKPM5y
Japan's Shipyards Full, US Must Prioritize Domestic Build
"Japan shipbuilding slots vanish amid order surge" We just witnessed the Secretary of the Navy get fired, over the issue of shipbuilding. One of the issues that Secretary Phelan stated was the option to build ships overseas. Meanwhile, in Japan, they...

Ukraine Sacks Commanders After Troops Starve on Front
"Ukraine's General Staff announced on April 24 the dismissal of the commanders of the 10th Corps and 14th Separate Mechanized Brigade over allegations of losing Ukrainian positions, providing inadequate support to frontline troops, and concealing the true situation in their...

Iran's Hidden Tanker Fleet Keeps Oil Flowing Despite Pentagon Denial
While the Pentagon scrambles to deny it, Iran’s ‘dark fleet’ of tankers remains intact and is still moving oil. HANKE’S 95% RULE: 95% OF THE STATEMENTS FROM THE PENTAGON ARE EITHER WRONG OR IRRELEVANT. https://t.co/le11vToaZG
Cybercrime Goes Corporate: AI‑Powered Attacks Demand Faster Security
Cybercrime is no longer a side hustle. Groups run like companies, with R&D, automation, & AI in daily use. They test, refine, and scale attacks with speed. AI gives them faster recon, stronger impersonation, and wider reach. If you build fast, secure with the...

Ovzon Posts Record EBITDA, Profit, Wins Dept of War
Fixed & mobile satcom provider @OvzonAB reports record EBITDA, swing to profit and return of @DeptofWar as customer. Compact T-8 on-the-move terminal to be released this year.https://t.co/KCEgWGNMlj https://t.co/y5pCk21go1

NATO Shifts to Saab GlobalEye, Ditches US AWACS
NATO just dropped Boeing’s E-7 Wedgetail and is now seriously eyeing Saab’s GlobalEye instead. After the US pulled out over costs and survivability, the alliance canceled the big E-7 order. Germany is leaning hard toward the Bombardier Global 6000/6500 +...
MAGA Prioritizes North America, Labels Canada NATO Freeloader
He’s not wrong. Problem is MAGA cares a lot more about protecting North America than protecting nations overseas. And the biggest NATO freeloader of all isn’t in Asia or Europe…. it’s Canada.
Botnets Conceal Origins While Powering DDoS Attacks
The botnets are used to hide locations and launch Distributed Denial of Service attacks. https://t.co/s6FzDuqe1h
U.S. Rare‑Earth Dependence Gives China Leverage Over Iran
"There is only one ring in the world that Trump would ever kiss and its Xi's" @pboockvar on America's reliance on Chinese rare earth materials and how it could facilitate an end to the conflict in Iran https://t.co/MTKk4iotX0
Mid-Size Firms See Cybersecurity as Essential, Not Optional
From ISMG: cybersecurity is becoming a must have for mid sized firms, not a nice to have. https://buff.ly/HzPfKHs The interesting shift is not the decision to invest. It is how organizations are deciding what actually moves the needle.
Hormuz Mines Confirmed: 20+ Devices Threaten Tankers
Hormuz is mined Not a rumor. A fact, writes @captsingh Up to ~20+ devices. No commercial tanker is going to risk that.

Tiny Vessels Surge Through Strait of Hormuz During Brief Opening
Wild animation of the little shippies trying to race through the Strait of Hormuz during the few days it was "open" https://www.csis.org/analysis/strait-hormuz-8-charts
Mearsheimer: Trump's Iran War Failed, Iran Controls Hormuz
Distinguished UChicago Prof. John Mearsheimer on how Pres. Trump's WAR OF CHOICE in Iran FAILED ON ALL COUNTS: “We've lost the war.. We failed on all counts, and on top of that, Iran now effectively controls the Strait of Hormuz.” https://t.co/LOncClnA83
Trump’s Greenland Threat Overshadows Iran Attack Concerns
“For us, Trump’s attack on Iran is less consequential than his threat to attack Greenland” Gift 🎁 article link—> https://t.co/4cDGiG6QaS
Iran's Diplomatic Tour Aims for Strait Peace
Iran will visit Pakistan, Oman, and Russia. Trying diplomacy. Including with ally, Russia. After all the threats from both sides, what is the guess on a timeline for peace? Including giving up control of the Strait.
China Bans
China’s Commerce Ministry said on Friday it was banning exports of dual-use items to seven European entities over arms sales to Taiwan, placing them immediately on its export control list, in a rare case of Europe-targeted, Taiwan-related sanctions. https://t.co/wNeIEZ8Y00
Asia Needs Forward Bases and Allied Support, Not Isolation
Hegseth has been forward-leaning on Indonesia and several other Asian partnerships so this framing really doesn't work well in Asia. Good luck deterring China, much less warfighting in the Indo-Pacific, without the forward deployed bases, logistics support, and other assets,...
Bounty Platforms Need Spam Detection Like Email Systems
Instead of no bug bounty companies like HackerOne need to figure out how to flag potential bounty spam the same way email systems flag spam.

Vietnam Pivots Toward China, Abandoning US Swing-State Role
Vietnam was the "swing state" of SE Asia that the US preferred. Until now. On the heels of President To Lam's state visit to Beijing, the winds seem to be shifting. The latest from @CarnegieChina https://t.co/JFXuV6zPnI https://t.co/MAKSuoFyIY
US Navy’s Indian Ocean Logistics: Diego Garcia’s Critical Role
US Naval Logistics in the Indian Ocean During Operation Epic Fury 1⃣"Ph.D. Course in Logistics" 2⃣ @MSCSealift Combat Logistics Force 3⃣Vital Role of Diego Garcia 4⃣The Tanker Treadmill 5⃣Providing Food and Ammunition https://t.co/AZ6GVEsTPZ
Drones, AI, Space Will Augment, Not Replace Air Battle Management
ICYMI: Drones, AI, and space won't replace airborne battle management anytime soon. They'll supplement it. Watch @PhilSheers, Q Hinote, Kari Bingen, and me unpack what that means, including lessons from the Iran war in our @CNASdc panel. https://t.co/eyI6gsnlWl
Ukrainian UAS Destroys Russian Mobile Air Defenses in Donetsk
Video from the Ukrainian National Guard’s 1st Azov Corps of UAS strikes on Russian mobile air defense teams in Donetsk. https://t.co/a8aQncQujn https://t.co/yq423u87j6
Second US Carrier Joins Strait of Hormuz Blockade
Blockade aid: A second American aircraft carrier is joining the US obstruction of the Strait of Hormuz, Defense Secretary Pete Hegseth says at a news conference
Iran-Ready Conflict Likely Escalates, Markets Unaware
There is not going to be a complete cease fire. This is just all babble back and forth. Iran has prepared for this for years and years and it will not end in peace talks. Wouldn't be...
Iranian FM to Arrive in Islamabad for US Peace Talks
#Pakistan: Iranian Foreign Minister Abbas Araghchi is expected to arrive in Islamabad on Friday night for a possible second round of peace talks with the US, according to officials in Islamabad familiar with the matter. 👀
New Long-Range Mine Insertion Platform Welcomed
Glad to see this development - we definitely need as many long-range mine insertion platforms as we can get. https://t.co/rzIKA8U98q
Trump’s “Peace” Claim Masks Record War‑making
My take on @PalisadesRadio on WARMONGER Trump: "Trump advertises himself as a peace president. However, the US has engaged in military interventions in 7 different countries in the past year." That’s more WAR-MAKING in the first year of any president in history....
U.S. Inaction on Iran’s Weapons Costs Strait Control
The US failed to do something about Iran’s mines, missiles, and fast boats last year, says @Bob_McNally A major tactical error that changed the game Now loss of The Strait is the cost of that mistake #Geopolitics #Iran #Strategy
US and Iran Stuck in Tense Limbo, Hormuz Risk
Told @business News Now: both the US and Iran are in purgatory. There’s no war, but there’s nothing close to peace. Tensions are high and the risk of escalation in the Strait of Hormuz is real, with major implications for...
Iran Conflict Depletes US Weapons, Cuts China Rare‑earth Supply
Iran War Has Drained U.S. Supplies of Critical, Costly Weapons Amazingly, no mention of rare earths magnets. All the missile system use, produced all now cut off from China sources. https://t.co/6vpOGXJPZt via @NYTimes

Macron Confirms Fighter Jet Project Still Alive After Merz Talk
Macron says fighter-jet project isn’t dead after talk with Merz https://t.co/Qm0W0hzEAk via @AfPalasciano @mcnienaber https://t.co/2NVhw05taK
Vietnam and China Tighten Ties to Counter US Volatility
Hanoi and Beijing have long treated each other as distant cousins rather than comrades in arms. That might be changing as both sides draw closer to hedge against uncertainty and America’s erratic behavior. A timely Commentary from @khacgiang for @CarnegieChina https://t.co/PHsg5qprOt
EU and UK Must Prioritize Defeating Russia Above All
EU + UK should have only one foreign policy goal. Defeat Russia at all costs Nothing else will matter in next two decades
Pentagon Mulls Spain's NATO Suspension Amid Iran Rift
Exclusive: Pentagon email floats suspending Spain from NATO, other steps over Iran rift, source says https://t.co/2utoRBltie

Trump Dismissed Warnings of Ammo Shortage, Pursued Doomed War
The head of the Joint Chiefs told Trump before the attacks that the US was low on munitions @thweatt_robert Trump ignored him because he thought the war would be over quickly Vance was the only one who told Trump he thought...
Saudi's Security Gamble: Pakistan, Turkey, Bangladesh Form New Powerhouse
If Saudi thinks Pakistan & Turkey can replace the US security umbrella… good luck with that @sadafzbaloch Throw in Bangladesh & it's a damn powerhouse. #Geopolitics #MiddleEast
Pandemics Kill More Than Wars—Vaccines Are National Security
When I tell people that pandemic/epidemic preparedness & vaccination are critical to national security, people often say “huh”? The 1918 pandemic killed more people than WWI. In WWII flu tore up troops in Europe, so we invented flu vaccines before the...
AI Will Empower, Not Undermine, Security Teams
Somebody asked me here at the conference: given AI advances, are we fucked in D&R and SOCs? I said “no, AI will help a lot here, this is fine, defenders will be fine.” (1/2)
U.S. Reluctant to Reopen Strategic Hormuz Strait
As I’ve been saying. For better or worse, practically nobody in America is in a rush to reopen the Strait of Hormuz. Definitely not the Commander in Chief.
One Day Consumed Two Years of U.S. Patriot Missiles
“The U.S produces about 60–65 Patriot missiles per month, that's peanuts. On the first day of the attack on West Asia, they used up as much as they produce in two years.” https://t.co/qRrHSvuZr8
Congress' Massive Export Crackdown Fails to Shield US Chips
Tech war: US Congress rolls out ‘largest’ export control upgrade against China Let's be clear, this does nothing to "protect" the US semiconductor industry.. https://t.co/ic51dxC2bF
She’ll Approve $5 Trillion Military Budget for Hegseth
I'll bet she votes to give $5 trillion to Hegseth with his new military budget.

Only 31% Chance of US‑Iran Peace Deal by May
According to @Polymarket, there is only a 31% chance of a US–Iran permanent peace deal by the end of May. TRUMP = FOREVER WAR = ANTI-MAGA. https://t.co/yzmYFnG1W9
Israel Kills Lebanese Journalist, Violating Ceasefire Agreements
Yesterday, Israel struck and killed ANOTHER prominent Lebanese journalist, Amal Khalil. ISRAEL = BREAKS CEASEFIRE AGREEMENTS = A REIGN OF TERROR. https://t.co/BCf7nC5xlV
China's Clean Energy Lead Becomes US Security Threat
Was just reading this amazing @RiponSociety piece from @jharrell on US clean energy strategy. The core diagnosis — China has a decade head start on clean energy manufacturing and now we have a national security issue. 1/🧵