1. Company Overview DroneShield is a leader in counter-drone technology, specialising in developing and deploying solutions to detect, track, and mitigate drone threats.

Investment Thesis for Super Micro Computer, Inc. (SMCI) 1.

1. Catalysts Products and Services: Artificial Intelligence: Meta's continued investment in AI, particularly with the launch of Meta AI and Llama 3, is expected to enhance user engagement and ad targeting, driving revenue growth.