 VWAV is a Rare Public-Market Entry into Edge AI, Autonomous Drones, and RF-Based Defense Systems as Global Military Spending Accelerates Toward $3 Trillion! 
The global defense landscape is undergoing a structural shift as nations prioritize AI-driven autonomy, non-line-of-sight sensing, and real-time battlefield awareness. Military spending has reached historic levels, but the real story lies in where that capital is flowing: edge AI, autonomous drones, RF sensing, and systems capable of operating without cloud dependence. VisionWave Holdings (NASDAQ: VWAV) is building exactly that capability stack. Its Evolved Intelligence™ platform is purpose-built for contested environments, enabling drones, vehicles, and sensing systems to perceive, decide, and act independently under extreme size, weight, and power constraints. This makes VWAV’s technology uniquely suited for modern warfare, where latency, power consumption, and survivability define mission success. Unlike many early-stage defense technology companies, VWAV has paired innovation with validation. The company’s Nasdaq listing unlocked access to institutional capital and government procurement pathways, while live defense pilots, third-party technical validation, and international demonstrations confirm real-world applicability. Strategic acquisitions have expanded VWAV’s reach across air, land, and infrastructure, while its RF-focused sensing stack addresses the blind spots of traditional camera, radar, and LiDAR systems. With seasoned military leadership guiding procurement strategy, capital in place to scale, and multiple catalysts converging into 2026, VWAV represents a small-cap defense-AI opportunity aligned with how modern militaries are actually deploying technology—not how they theorize about it. See how VWAV is building a multi-domain defense-AI platform designed for real combat conditions while building shareholder value at the same time
Just For You Affirm Earnings Beat Highlights Growth and Credit ConcernsSubmitted by Chris Markoch. Posted: 2/6/2026. 
At a Glance- Affirm delivered a strong earnings beat with 48% revenue growth and rising active users, but AFRM stock saw muted gains as valuation concerns linger.
- Buy now, pay later usage continues to expand, particularly among Gen Z, though rising delinquency trends are drawing investor scrutiny.
- Analysts see significant upside for AFRM stock, but increasing loan loss provisions suggest it may be better suited as a short-term trade than a long-term hold.
Affirm Holdings Inc. (NASDAQ: AFRM) delivered a solid earnings report after the market closed on Feb. 5. However, the stock fell about 4% in after-hours trading. This earnings season has shown that "good enough" often isn't enough—particularly when investors question a company's valuation. Almost no one sees it coming, but AI is about to split America into two over the next 12 months. On one hand, it'll make America's one-percenters richer and more powerful than ever. On the other hand, it's set to trap millions of hardworking Americans in financial quicksand. Former Google exec Kai-Fu Lee says AI could wipe out 50% of jobs by 2027. Elon Musk has said AI will surpass human intelligence by 2027. Mark Zuckerberg has said half of all coding could be done by AI within the next year. One ex-hedge fund manager whose team predicted Nvidia's rise in 2020 calls this the AI End Game, and he says there are three critical moves every American should make in the next 12 months to protect and grow their wealth through this paradigm shift. See the three moves before the AI split happens Affirm posted stronger-than-expected results for its fiscal second quarter of 2026, underscoring continued momentum in its core business. Revenue climbed 48% year-over-year to $739 million, topping analyst estimates, while gross merchandise volume (GMV) surged 36% to $7.5 billion. The company also narrowed its net loss to $167 million, or $0.40 per share, compared with a $322 million loss in the same quarter last year. Active consumers rose 21% to 19.5 million, with transactions per active user hitting a record 4.1. Still, management flagged a higher provision for loan losses, a reminder that expanding volume comes with rising credit risk. BNPL Business Is GrowingThe core of Affirm's business model is its buy now, pay later (BNPL) offerings, which let consumers pay for purchases in installments rather than all at once. That differentiates Affirm from many other companies in the banking and fintech sector. BNPL programs are especially popular with consumers under 35, particularly Gen Z. A recent study by financial services firm Empower found that more than half of Gen Z believe BNPL helps them manage their finances better. Affirm reported a 36% increase in GMV for BNPL. Part of that gain reflects the company introducing 0% financing for some programs. While lower rates address one common criticism of BNPL—high interest—there is another side to the argument. BNPL usage is expanding beyond large purchases. What were once tools for a new couch or a vacation are increasingly used for everyday expenses, including groceries and medical bills. One of the most common uses for BNPL is for medical expenses, and Affirm will soon be offering these programs for rent payments, which raises questions about affordability and credit risk. The "Gradually, Then Suddenly" MomentErnest Hemingway's phrase "gradually and then suddenly" has become a way to describe how significant changes often follow a long buildup and then reach a sudden tipping point. For Affirm, that risk showed up as an increase in loan loss provisions to $214.2 million and a rise in loss on loan purchase commitments to $96.1 million. That, by itself, isn't unusual. But the company's presentation shows that monthly delinquency rates for installment loans are rising. The levels aren't yet a crisis, but the trend is upward—and that's the concern. Programs like BNPL can be useful, but rising delinquencies often reflect insufficient income rather than a temporary cash-flow hiccup. That doesn't make Affirm's model existentially flawed so long as growth continues, but it may cause investors to probe profitability metrics more closely—especially if the lower rung of a "K-shaped" recovery keeps stretching out. AFRM Stock May Have Too Much Upside to IgnoreThere are concerning elements to Affirm's model and what it implies about consumer finances. Yet the company's business is clearly expanding, and AFRM stock shows technical signs of being oversold. 
Analysts also point to a higher target price. The consensus price target for AFRM is $89.16, roughly 50% above its Feb. 5 closing price. That target has risen considerably over the past year but has moderated in the last three months, and some analysts have trimmed their outlooks. The company's business is growing, but the model carries risks. For now, AFRM may be better suited as a trading opportunity than a long-term, buy-and-hold investment.
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