심장이 뛰고 있다면, 우리는 당신을 찾아낼 것입니다.

THE DAILY H.E.A.T. Torching Wall Street’s Obsolete Playbook. Delivered straight to your inbox 5 days a week. Subscribe Home Posts If Your Heart Is Beating, We Will Find You If Your Heart Is Beating, We Will Find You Apr 10, 2026 I’ve been a trader and investor for 44 years. I left Wall Street long ago—-once I understood that their obsolete advice is designed to profit them, not you. Today, my firm manages around $4 billion in ETFs, and I don’t answer to anybody. I tell the truth because trying to fool investors doesn’t help them, or me. In Daily H.E.A.T. , I show you how to Hedge against disaster, find your Edge, exploit Asymmetric opportunities, and ride major Themes before Wall Street catches on. Table of Contents Live Webinar: The Space Trade H.E.A.T. News vs. Noise: What’s Moving Markets Today ETF News In Case You Missed It Live Webinar: The Space Trade How to capture growth AND income in 2026’s surging orbital economy. April 16th, 2026, 2PM ET. Click Here to register H.E.A.T. The Secret Gap is something I often talk about. It’s the idea that whatever tech we are seeing the government is 20-30 years ahead. We saw the discombobulator in Venezuela, now this…. A downed pilot. A 40-mile rescue. A secret CIA tool that may have heard his heartbeat — or maybe just his movement. Either way, the investment map just changed permanently.   The Gospel: Find. Fix. Track. Finish. On April 6, 2026, President Trump stood at the White House podium and said something that should have stopped every defense investor cold. An F-15 weapons systems officer — known publicly only as "Dude 44 Bravo" — had ejected over southern Iran. The kind of situation that has historically ended in either miracle or obituary. Vast terrain. Hostile forces nearby. The clock running. He was found. From roughly 40 miles away. In the dark. In under 24 hours. "It's like finding a needle in a haystack," Trump said, "and the CIA was unbelievable." Most investors heard that as a feel-good rescue story. They missed the signal buried inside it. Modern warfare has always been organized around four verbs: Find. Fix. Track. Finish. For decades, the most brutal bottleneck has been the first one. You can own the best missile on earth — but if you can't locate the target, you don't have a weapon. You have an expensive wish. What happened in the Iranian desert was confirmation that the "Find" function is being overhauled — with sensing technology, software fusion, and AI signal processing that compress what used to take days or weeks into minutes. That's not a rescue story. That's a decade-long procurement signal.   "It's like finding a needle in a haystack — and the CIA was unbelievable." — President Trump, April 6, 2026   The Crack in the Gospel: What We Know vs. What's Rumored Before we get to the investment map, a credibility firewall — because this story has two layers and they are not the same thing. What Is Confirmed Reporting from Air & Space Forces Magazine details a massive, multi-agency search-and-rescue operation that used long-range optical surveillance — a camera reportedly trained from approximately 40 miles away — to detect movement and locate the downed airman. The CIA director, John Ratcliffe, was publicly credited by the President. Trump specifically referenced "exquisite technologies" without naming them. Boeing's Combat Survivor Evader Locator (CSEL) — a secure, encrypted location-burst device carried by combat aircrew — was activated by the airman and provided the initial fix. That's a verifiable, confirmed part of the rescue architecture. What Is Reported But Unconfirmed Secondary coverage — including reporting by the New York Post and outlets citing unnamed intelligence sources — describes a classified CIA system called "Ghost Murmur," developed by Lockheed Martin's Skunk Works, which reportedly uses quantum magnetometry to detect the faint magnetic signature of a human heartbeat at long distances. The sources describe sensors built around nitrogen-vacancy centers in synthetic diamonds — a real and maturing field — powered by AI signal processing that filters environmental interference. That specific capability — heartbeat detection at 40 miles — would represent a significant leap beyond what has been publicly documented in quantum magnetometry research, which has typically been demonstrated at distances of hundreds of feet, not tens of miles. The physics are not impossible. They are, at this moment, unverified by tier-one military reporting. Treat it as credible but unconfirmed. Write it that way. The investment thesis doesn't need it to be true.   CONFIRMED CIA used 'exquisite technologies' — White House briefing Optical camera trained ~40 miles away, detected movement — Air & Space Forces Mag. Boeing CSEL beacon activated by downed airman — Boeing on record Multi-agency rescue operation, sub-24-hour recovery — confirmed CIA Director Ratcliffe publicly credited — on record REPORTED / UNCONFIRMED "Ghost Murmur" named system — sourced to unnamed intelligence officials Quantum magnetometry / heartbeat detection — secondary/tabloid-adjacent reporting Lockheed Skunk Works as developer — unconfirmed by LMT or DoD F-35 integration pathway — reported, not confirmed 40-mile biometric range — exceeds publicly documented physics benchmarks   The Mechanism: The Sensor Stack Nobody Is Pricing Here is what makes this story investable regardless of which version of the rescue technology turns out to be accurate: The confirmed version — long-range optical surveillance, AI-assisted target detection, encrypted comms integration, multi-sensor cueing — already represents a profound shift in how the Pentagon thinks about the "Find" problem. And the rumored version, if even partially true, accelerates that shift by a decade. In both cases, the money flows to the same place: the sensor stack. 1. Sensors Everywhere. Space-based infrared, airborne ISR, long-range optical, radar, signals intelligence. Every modality that generates location data gets funded when "finding" is declared the decisive military advantage. The Iran rescue was a public demonstration that the Pentagon takes this seriously enough to deploy classified systems. 2. Fusion and Battle Management Software. Raw sensor data is noise. The value is the AI layer that fuses multiple streams — optical, encrypted beacon, possibly passive sensing — into a single actionable picture. Speed of decision is the product. The software that does this is where the margins live. 3. Secure Survivable Communications. Finding someone is pointless if the comm channel can be jammed, spoofed, or triangulated by the enemy. The CSEL integration in this rescue was the active-beacon layer in a multi-sensor architecture. Survivable comms is not optional — it's load-bearing. 4. Counter-ISR and Electronic Warfare. Every new capability to find creates an immediate market for the countermeasure. Adversaries who understand the new sensing modalities will field jamming, shielding, and deception. The EW budget grows in direct proportion to the ISR budget. It's a forced multiplier.   < 24 hrs Time from ejection to rescue ~40 Miles Confirmed optical surveillance range 4 Verbs Find. Fix. Track. Finish.   SPOTLIGHT: Boeing CSEL — The Underpriced Half of the Rescue Every headline went to the CIA's exotic sensing. The equally important piece was the Boeing Combat Survivor Evader Locator (CSEL) — a device that transmits encrypted, low-probability-of-intercept location and status bursts, allowing a downed airman to signal rescue forces without broadcasting his position to hostile forces monitoring the spectrum.   Boeing has supplied CSEL as standard issue to all U.S. military branches. Its public track record goes back to 1998. This is not a rumor — it's a named program with a verifiable contract history.   The strategic point: the rescue architecture wasn't one magic sensor. It was layered confirmation — passive sensing to narrow the search radius, encrypted beacon to confirm the target, fusion to collapse the timeline. That layered architecture is how the Pentagon will build every future ISR/SAR system. Whoever holds the connective tissue in that stack makes decade-long money.   The Winners: Who Profits From the New "Find" Economy The sensor stack thesis has a tiered structure. The first tier is anchored in confirmed contracts and verifiable capability. The second tier is the optionality layer — real companies with real adjacencies to the technology, where the upside is real but the chain of evidence is thinner. Both are worth holding. Neither should be confused for the other.   Company Ticker Category Why It Wins Lockheed Martin LMT Confirmed Adjacent Whether or not Ghost Murmur is real, Skunk Works is the address where classified sensing programs live. LMT's integration culture, black budget adjacency, and F-35 sustainment chain make it the primary beneficiary when any of this transitions from classified to program of record. Boeing BA Verifiable / On Record CSEL is confirmed, deployed, and load-bearing in this exact rescue. The active-beacon architecture is standard issue across all U.S. combat aircrew. Defense electronics provide earnings stability the market underweights against commercial aviation noise. Palantir PLTR Sensor Fusion / AI Not 'the heartbeat AI' — but a prime beneficiary of the budgets that flow when 'Find' becomes the declared military priority. Maven Smart System, battlefield data fusion, and DoD AI platform contracts position PLTR at the center of the software layer regardless of which sensor modality wins. Teledyne Technologies TDY Sensors / Imaging Ruggedized sensing, imaging systems, and detection payloads for defense and intelligence. Teledyne is the boring answer that often pays — deep in the supply chain, recurring revenue, and a portfolio that serves Skunk Works-adjacent programs without requiring a Ghost Murmur confirmation. L3Harris LHX Comms / EW Survivable tactical communications and electronic warfare are the connective tissue of the modern sensor stack. L3Harris holds dominant positions in both. As counter-ISR budgets grow in response to new sensing capabilities, LHX captures the arms-race multiplier. Kratos Defense KTOS Unmanned / Payload If advanced sensing payloads migrate from helicopters and F-35s to unmanned platforms — the logical next step — Kratos is a leading builder of affordable tactical drones. High-beta optionality with a credible integration pathway.   Optionality: The Quantum Materials Supply Chain If the Ghost Murmur reporting is accurate — even partially — there is a materials supply chain implication that isn't widely held by public investors. Nitrogen-vacancy center magnetometers require synthetic diamond substrates of exceptional purity. The industrial-scale manufacture of engineered diamond for thermal management and quantum sensing applications is a thin supply chain. Coherent Corp. (COHR) expanded its thermal management diamond portfolio as recently as January 2026 and has photonics and engineered materials capabilities that represent a plausible — though not confirmed — adjacency to this sensor stack. Frame this as optionality, not certainty. If the quantum sensing thesis advances from rumor to program of record, COHR's positioning becomes significantly more relevant. Until then, it's a call option on the supply chain, not a core holding.   Pressure Points The risk here is program prioritization and budget redirection — not business failure.   Company Ticker Pressure Point Northrop Grumman NOC NOC's RQ-180 passive ISR drone provides long-range surveillance through conventional means. If Ghost Murmur or similar rotary-wing/F-35-integrated sensing platforms absorb ISR budget that would otherwise flow to unmanned programs, NOC faces revenue mix pressure on one of its more profitable classified franchises. Textron / Bell TXT If advanced sensing payloads successfully migrate to unmanned fixed-wing and rotary systems, the market for manned utility helicopters as ISR/SAR platforms shrinks. Bell's dominance in military rotary-wing becomes a mixed story as the payload migrates to cheaper platforms.     WHAT WOULD BREAK THIS THESIS The rescue story gets materially walked back. If the "exquisite technologies" turn out to be conventional surveillance overstated in the White House retelling, the near-term catalyst fades. The long-term sensor stack thesis still holds — the trend predates this rescue — but the narrative loses its hook.   Programs stay classified too long. Second-tier suppliers don't re-rate if investors can't model the revenue. Classification depth is the primary reason the quantum sensing supply chain isn't already priced in.   EW countermeasures leapfrog sensing advances. Every new capability creates a counter. If adversaries field effective jamming or counter-magnetometry technology faster than the sensing side matures, the arms race dynamic becomes a cost center rather than a margin story. (Note: from a total spending standpoint, an arms race is still bullish — just messier.)   Budget sequestration or prolonged continuing resolution. Special programs are typically protected, but a sustained CR environment stretches program timelines and delays the revenue inflection for second-tier suppliers outside the big primes.    Five Things to Know 1. The confirmed version of this rescue — 40-mile optical surveillance, AI-assisted detection, CSEL beacon integration — already represents a step-change in battlefield sensing capability. The investment thesis doesn't require the exotic version to be true. 2. "Ghost Murmur" and quantum heartbeat detection should be treated as reported but unconfirmed. 3. Lockheed Martin (LMT) and Boeing (BA) are the highest-conviction tier-one holdings. LMT for classified program adjacency and integration culture; BA for confirmed, verifiable CSEL deployment that is load-bearing in this architecture. 4. The software layer — fusion, battle management, and AI signal processing — is where the margin story lives. Palantir (PLTR) is the most direct public market expression of that thesis, through Maven Smart System and DoD data platform contracts. 5. Watch the quantum sensing supply chain as a medium-term optionality play. If Ghost Murmur advances from rumor to program of record, Coherent Corp. (COHR) becomes significantly more relevant. Until then, it's a call option, not a core holding   The Short Clock Is Geopolitical. The Long Clock Is Disclosure. Both Are Ticking. Most defense funds only make sense while the war is on. UFOD is built around two separate reasons to own it; near-term defense spending and a multi-year push in Congress around Unidentified Anomalous Phenomena. We've put them together in a single portfolio. See the UFOD holdings:  [thetruthisoutthereufod.com] News vs. Noise: What’s Moving Markets Today Don't let the ceasefire headlines fool you. The Strait of Hormuz is not open. The CEO of Abu Dhabi's state oil company said it plainly this morning: access "is being restricted, conditioned and controlled" by Iran. Oil is pushing back toward $100. Every day that strait stays choked is another day inflation runs hotter — the Dallas Fed modeled it out and said a two-quarter closure sends WTI to $132. That's not a tail risk. That's the path we're on if Saturday's talks in Islamabad go sideways. Watch oil, not the stock market reaction. Meanwhile, the story the financial press is burying under Iran headlines is what's happening to software. Anthropic's new Claude Mythos model is being described as capable of finding high-severity vulnerabilities in every major operating system and web browser. That's not a press release — that's an alarm bell. Legacy software stacks just became a lot more exposed. Investors have been rotating out of software names that already ran, and this is exactly why. The moat got smaller overnight. The chip war is where it gets interesting. Anthropic just signed a deal worth hundreds of billions with Google and Broadcom for TPUs — a direct shot at Nvidia. Then Andy Jassy drops in his annual letter that Amazon's chip business alone would be worth $50 billion as a standalone. These aren't scrappy startups nipping at Nvidia's heels. These are the best-capitalized companies on earth building cheaper, purpose-built alternatives while simultaneously being Nvidia's biggest customers. That's not competition — that's a squeeze. The AI infrastructure trade is getting more complicated by the week. I think there will be opportunities in software, but it will be rocky. I do think the Claude news is a positive for cyber security stocks, but so far the market doesn’t see it that way. I also think you need to use this weakness in energy stocks to be a buyer. $PLTR ( ▼ 1.86% ) mentioned above, is a name I also think has unfairly been mauled. I would watch for a potential undercut and rally at the February lows….. Houston, We’re Charting A Course Towards The Space Economy From satellite broadband to lunar access, the space sector is accelerating fast.  SPCI is a fund designed to offer access to the modern space economy.  We combine concentrated exposure to space leaders like Planet Labs (2.22%) and AST SpaceMobile (2.32%) with an actively managed put credit spread options strategy.  We aim to provide investors exposure to the space theme without sacrificing potential weekly income.  Learn more about SPCI. Distributor: Foreside Fund Services | Investing involves risk including possible loss of principle. Holdings as of March April 5, 2026 ETF News A Stock I’m Watching Today’s stock is $CF ( ▲ 1.63% ) Buyable as long as it stays above the March lows. Another play on the resolution to the Iran war not being smooth. In Case You Missed It I had the pleasure of talking to Dividend Degenerates on why I like put spreads better than covered calls for income….. The H.E.A.T. (Hedge, Edge, Asymmetry and Theme) Formula is designed to empower investors to spot opportunities, think independently, make smarter (often contrarian) moves, and build real wealth. The views and opinions expressed herein are those of the Chief Executive Officer and Portfolio Manager for Tuttle Capital Management (TCM) and are subject to change without notice. The data and information provided is derived from sources deemed to be reliable but we cannot guarantee its accuracy. Investing in securities is subject to risk including the possible loss of principal. Trade notifications are for informational purposes only. TCM offers fully transparent ETFs and provides trade information for all actively managed ETFs. TCM's statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. Trade notification files are not provided until full trade execution at the end of a trading day. The time stamp of the email is the time of file upload and not necessarily the exact time of the trades. TCM is not a commodity trading advisor and content provided regarding commodity interests is for informational purposes only and should not be construed as a recommendation. Investment recommendations for any securities or product may be made only after a comprehensive suitability review of the investor’s financial situation.© 2026 Tuttle Capital Management, LLC (TCM). TCM is a SEC-Registered Investment Adviser. All rights reserved. Keep Reading Apr 6, 2026 • 16 min read The War Didn't Create This Energy Squeeze. 2014 Did. Apr 9, 2026 • 3 min read The Industrial Space Age: Bezos just filed for 51,600 satellites Mar 24, 2026 • 11 min read The Market May Have Just Handed You a Gift. Most Investors Are Too Confused to Pick It Up. View more