Opto Sessions – Invest in the Next Big Idea

In this episode of OPTO Sessions, Andrew Ye, an investment strategist at GlobalX ETFs, discusses the evolving landscape of the defence industry, particularly in light of recent geopolitical tensions and technological advancements. He covers the significant increase in global military spending, the long-term trends shaping defence budgets, and the impact of emerging technologies such as AI and robotics.  If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/ Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ Facebook: https://www.facebook.com/OptoThemes ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Sir Peter Beck, CEO and Founder of Rocket Lab, returns to OPTO Sessions a year after our first conversation to delve deeper into the company’s evolution as an end-to-end space provider, its growing role in national security, record financial performance following Q1 earnings, and the transformative impact of AI on the future of space exploration.  0:00 Introduction to Rocket Lab  02:16 Government & National Security Contracts  05:58 Rocket Lab's structural change  06:49 Recent Product Launches: Flatellite & Starray  10:48 Electron: Operational Success  11:58 Advantages of Vertical Integration 13:33 Financial Performance & Growth  17:34 Tariff's Impact  18:32 Future Outlook  20:01 AI in Space If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/ Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ Facebook: https://www.facebook.com/OptoThemes ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Dr. Alan Baratz, D-Wave CEO, joins OPTO Sessions to discuss the current state and future of quantum computing, emphasizing the unique capabilities of D-Wave's quantum annealing technology. He explains how quantum computing can solve complex problems more efficiently than classical computers, highlighting real-world applications and the growing momentum in customer bookings.  If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/ Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ Facebook: https://www.facebook.com/OptoThemes ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

In this week’s OPTO Sessions, Ashley Johnson, President and CFO of Planet Labs, explains how the company is using satellites and AI to deliver real-time insights about life on Earth. She breaks down Planet’s evolving business model, the move into satellite services, and how its data is helping governments, agriculture, and disaster response teams make faster, smarter decisions.  If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/ Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ Facebook: https://www.facebook.com/OptoThemes ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

In this week’s OPTO Sessions, Craig Bealmear, CFO of Oklo, shares how the company is transforming nuclear energy with small modular reactors. He discusses Oklo’s unique business model model, rising demand from data centers, and the future of reliable, clean energy. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEdvNEdIWEVmNTBPTktxZGlyR0c5azQ1ajZZd3xBQ3Jtc0tua3oyVlZueTlLeFhZT2xQYUJ6c3lpUWtrdDVrYXJnZFRxdC1NRFNjNnRFRnBEVnVMUFpUdTE5b1R5NV9EX3MyMTVWNWlNbkctTnZYeXJjVENJWUR4RXBPNGY2dmwzcE9KNndwNzVZUl9TbkR3UzdIQQ&q=https%3A%2F%2Foptoforesight.substack.com%2F&v=4C5urO1xPKQ] Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblBjQjZhWUdaS3NmZlNuWTBUSG1GSmVkVjBYUXxBQ3Jtc0trY3RzODBmWWN6eHQ5cDFXZ1NvRUxuNjNLeTl6cVBzaDVkMWtaTnl2eGo1RENraWN4ZV9XUEVQZGtZRXdoVUUwVkVWMGRrRGZtRzhkbWU3dWVuTF9VUWxVei14TGtuaV9PNFppY2d6VmpfZXNtMDFYUQ&q=https%3A%2F%2Foptothemes.onelink.me%2FBZDG%2Fti2lb2fd&v=4C5urO1xPKQ] X:   / optothemes  [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbk1lbGlIaWQtMjJZVkJyWmJYU1dXVjZHS09KZ3xBQ3Jtc0ttdmc3SVVib19mUzB0ckFjNWZxYkhJRkw2TktRNGc0U2E2Q01qS3QtSEMydm1mMkRDT0N2QXVrdUF1YVVSZVZzTVhGTS1MaU9SMklSVFdRNGVDVnJ6UllGdW5kLVRZeXl6N3Vra2FQWEdBSzA1OHZBNA&q=https%3A%2F%2Ftwitter.com%2FOptoThemes&v=4C5urO1xPKQ] Instagram: https://www.instagram.com/opto.themes... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjc3SzVWd1RQdm1IY1NXM1hLVG9XcXBqV1ZUd3xBQ3Jtc0tuUS1UOW9MUG9SRXgySlBHS3lnb1FPNjNjVkxvVmdGWVhzTEtaVTlHVXdVWkRPbWVZVnY4Q052LUVESlBQRzdoQ2twcEN3UzkzUzFVWGVabTlaZllNQUFfaWxkSFlVZEdEQU1ROHpGamFzSERLX3dHaw&q=https%3A%2F%2Fwww.instagram.com%2Fopto.themes%3Figsh%3DMXhwenU4dTk4aDBqMw%253D%253D%26utm_source%3Dqr&v=4C5urO1xPKQ] LinkedIn:   / opto-invest-in-innovation-308416193  [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVZDNG56dThKWFRQR3AzbEV4d1ZRSzYtTWl1UXxBQ3Jtc0tueUJjc04yc01GYjBZanhBNXEyem5qNmNEcXFfTDJEWXJkV2dMYVQ0c2l1WmNhNjZQX3U2S2JJWENISVEzVUg3cmZVT1NNU0NfVWdKVGd2MTVxYm9zTzFoZ2J1eks1bGdNYk4xdzREdjFSTkJhdmZTZw&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fopto-invest-in-innovation-308416193%2F&v=4C5urO1xPKQ] Facebook:   / optothemes   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkhjRzJYa0JXdGRtWkdJbFl1UkVBWFA2ay04QXxBQ3Jtc0trVDh4Q3pqV1ZkUF8tbUZJUkc3SThWVTN3bHMxczF2NXB2VVpFTUhjdnMtWkFldDdPN05YVzlzNTZuTmc5U1RhVktiN3d6eXgxc1N1VTdUZGpod0FQTERrMnBELUtzX0ZzX1VWbGdmdG1LS1E3a05vdw&q=https%3A%2F%2Fwww.facebook.com%2FOptoThemes&v=4C5urO1xPKQ] ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.