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[E1224] Citrini Modern Warfare update: Directed Energy Weapons led by nLIGHT (LASR) shifting from prototypes to operational systems. Defense revenue surging 50%+. Subsea drones driving demand for Exail, Oceaneering, Kraken. Greenland/Arctic play targets minerals (ETM AU), icebreakers (ABB, Viking), satcom (Iridium).
supporting · 2026-04-07