When Musk needed batteries, he built the Gigafactory.

When he needed solar panels, he acquired SolarCity.

When he needed data, he bought Twitter.

Elon Musk doesn’t rent. He buys.

Right now, his $1.75 trillion empire depends on one small company that builds permanent power systems faster than anyone else in America.

Without them, his supercomputer goes dark on January 2nd.

He could acquire the entire company for roughly $10 billion — pocket change against a $75 billion war chest.

And his track record says that’s exactly what he’ll do.

The stock is still priced like a forgotten industrial.

See the company Musk is forced to acquire >>

“The Buck Stops Here,”
Kelly Maguire
Behind the Markets

© 2026 Behind the Markets. 4260 NW 1st Avenue, Suite #55 · Boca Raton, FL 33431. LEGAL DISCLAIMER: Personal results may vary. All investing involves risk of loss. Past performance is not a guarantee of future results. The information provided is for educational purposes only and does not constitute a recommendation to buy or sell any specific security.

STRATEGY DESK

America Has Used Nearly All of Two Missile Types — and Replacing Them Takes Years

The U.S. Army has expended virtually all of its available inventory of Army Tactical Missile Systems and Precision Strike Missiles during the five-month campaign against Iran, according to Reuters reporting confirmed independently by CBS News. Both are surface-to-surface weapons costing roughly $1 million apiece: ATACMS, made by Lockheed Martin, reaches targets up to 190 miles away and carries nearly 400 pounds of explosives; PrSM, the newer replacement, extends past 300 miles and saw its first combat use in this conflict. Defensive stocks are similarly drawn down — CNN reported that close to 80% of THAAD interceptors and roughly half of Patriot interceptors have been consumed.

The independent estimates differ in detail but not in direction. The Center for Strategic and International Studies calculated from open-source analysis and budget data that the United States has expended roughly 65% of its Patriot stockpile and at least 38% of THAAD inventory since February. Reuters sources indicated those figures broadly align with internal military data. Before the war the Pentagon held approximately 452 THAAD missiles and around 2,200 Patriot interceptors. One source attributed the pace of consumption to a deliberate choice: relying on stand-off precision strikes rather than risking manned aircraft over Iranian air defenses.

KEY TAKEAWAYS

The Army has used virtually all of its ATACMS and Precision Strike Missiles during Operation Epic Fury, with CNN reporting nearly 80% of THAAD interceptors and about half of Patriot stocks consumed.
CSIS independently estimated roughly 65% of Patriot and at least 38% of THAAD expended, figures Reuters sources said broadly match internal data; pre-war inventories were about 452 THAAD and 2,200 Patriot.
Industry experts told The Hill it will take at least several years to return to pre-war levels — a constraint on U.S. options in the Indo-Pacific and Europe that no policy decision can shorten.

The White House has rejected the reporting directly, telling Reuters the United States currently holds far more munitions than any other country and far more than it needs. Secretary of War Pete Hegseth publicly disputed CNN's characterization. President Trump complained privately in recent days that disclosures about stockpile levels make the United States appear weak at a delicate moment with Tehran, according to senior officials — a concern about signaling rather than a claim about the underlying numbers, and the distinction is worth noting.

The constraint that matters is industrial, not rhetorical. Industry experts told The Hill that even with defense manufacturers accelerating production, restoring inventories to pre-war levels will require at least several years. That timeline is the actual policy problem: interceptor stocks determine how many American bases, ships and allied cities can be defended simultaneously, and the depletion has occurred while commitments in the Indo-Pacific and Europe remain unchanged. Officials have warned the drawdown could complicate any response to a crisis involving China or Russia. Munitions cannot be surged the way troops can.

SOURCE:

"U.S. has used nearly all its stockpile of long-range missiles in Iran war" — CBS News
"Nearly 80% of interceptors for a key missile defense system depleted" — CNN
"US supply of long-range missiles, THAAD interceptors nearly exhausted" — The Hill
"Alarming missile report draws forceful response from Trump" — Fox News

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