Russia's War on GPS Makes This Quantum Stock a Must-Own

Jason Simpkins

Posted November 10, 2026

On the night of November 3, Russia knocked out GPS along almost the entire eastern edge of NATO.

The interference ran in a nearly unbroken band from the southern Baltic Sea to the western Black Sea.

Aircraft over Lithuania, eastern Poland, Romania, and Bulgaria all reported degraded navigation signals.

Estonia, Lithuania, Latvia, Sweden, and Germany called it what it was: deliberate hybrid warfare.

Researchers traced the jamming and spoofing to two coastal sites in Kaliningrad, Russia’s heavily armed exclave wedged between Poland and Lithuania.

And that same night, Poland caught someone moving along that very border.

One Week, Four Fronts in Russia’s Shadow War

Shortly after midnight, Polish Prime Minister Donald Tusk got word of “disturbing movement” on the Kaliningrad line.

Individuals with flashlights.

Poland rushed counter-terrorism police and soldiers to the area.

Tusk says they stopped a provocation before it got started. He also says he expects more.

He’s right to.

The day before, hackers took over the refrigerators and freezers at grocery stores in seven European countries: Belgium, Luxembourg, the Netherlands, Sweden, Estonia, Ireland, and Portugal.

They cranked the temperatures up overnight. By morning, the food was spoiled.

It was the second attack in a month.

On October 11, the same trick hit as many as 700 French supermarkets, pushing fridge temperatures as high as 122 degrees. The hackers even went after blood plasma stored at three French blood banks.

Nobody has claimed responsibility.

But the FBI is worried enough to issue a warning to American grocers and cold storage operators. Military commissaries at Fort Irwin and Fort Huachuca run the same refrigeration controls that were hijacked in Europe.

Then, starting Tuesday, dozens of European flights were hit with bomb threats.

Some made unplanned landings. Others had fighter jets escort them to their destinations. NATO ordered air patrols.

By Friday, newsrooms in Ireland and Bulgaria were getting emailed threats headlined “Message to the West.” Ireland’s national broadcaster evacuated its offices and pulled programming.

No bombs were found.

They didn’t need to be.

Cheap, Deniable, and Aimed at Everything You Depend On

Europe’s tech chief, Henna Virkkunen, put it bluntly last week: “We are under attack all the time.”

Russia isn’t behind every one of these operations, she added. But quite often, it is.

Moscow’s goal is to show Europe it can make everyday life stop working without firing a shot.

Grocery stores. Airports. Newsrooms.

GPS is the biggest target of all.

Every plane, ship, drone, and guided missile depends on it. So do the timing signals that keep power grids and cell towers in sync.

And it’s the easiest one to hit.

In the third quarter alone, GPS jamming touched 124,235 vessels worldwide. Lithuanian authorities say spoofing sources in Kaliningrad now reach as far as 400 kilometers.

Germany has seen enough.

On November 6, the Bundeswehr and the country’s cyber innovation agency launched a search for technology that can detect GPS manipulation, and for the means to jam and spoof right back.

Spotting a fake signal is a good start.

The real fix is a navigation system that never has to listen for a signal in the first place.

The Compass Russia Can’t Jam

Quantum sensors work that way.

They use atoms, chilled by lasers to a hair above absolute zero, to measure motion and time with extraordinary precision.

Everything happens inside the box.

There’s no antenna. No satellite signal. Nothing for Russia to drown out or counterfeit.

A drone or warship carrying one simply knows where it is.

I call this technology the Quantum Compass.

And one small company is closer to putting it in the field than anyone else.

It has worked with DARPA for more than a decade. It holds more than 230 patents. Its quantum clock has already been tested aboard a Royal Navy uncrewed submarine.

The Commerce Department has signed a letter of intent to take an equity stake in it.

And it reports third-quarter results next week.

Wall Street still treats it like a science project.

NATO’s front-line states are treating it like the answer to a problem that just stretched from the Baltic to the Black Sea in a single night.

I’ve put everything I know about this company into my new report.

You can get the full details here.

Fight on,

Jason Simpkins Signature

Jason Simpkins

Simpkins is the founder and editor of Secret Stock Files, an investment service that focuses on companies with assets — tangible resources and products that can hold and appreciate in value. He covers mining companies, energy companies, defense contractors, dividend payers, commodities, staples, legacies and more… He also serves as editor of Power & Profits where he analyzes investments beyond the scope of the defense sector.

For more on Jason, check out his editor’s page.

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