@investmentguru_Jan 15, 2026 · 1:40 AM

Defense and aerospace stocks to watch - Control / Decision Software (The Brain): This is where wars are increasingly decided. Data fusion, AI-driven decision-making, and battlefield visibility (e.g., $PLTR, $BAH, $SAIC, $CACI) create asymmetric advantages. - Sensors, Electronics & System Integration: Hardware that feeds the brain—radars, avionics, comms, EW—dominated by primes like $LMT, $NOC, $RTX, $LHX. - Attritable Drones & Autonomous Systems: Low-cost, scalable systems changing force economics ( $KTOS, $AVAV, $RCAT). - Space, ISR & Defense-Adjacent Infrastructure: Satellites, ground stations, data relay—the next major control layer ( $RDW, $PL). - Platforms, Naval & Strike Delivery: Traditional force projection still matters, but it’s increasingly downstream of software and sensors ( $BA, $GD, $HII). - Industrial Base / Components (The Real Bottleneck): The quiet winners—manufacturing capacity, precision components, and supply chains ( $TDG, $HWM, $HEI, $HXL).

@ragingventuresOct 6, 2025 · 2:02 PM

This podcast with the CEO of Vannevar Labs on "reasoning agents" is worth a listen for those looking to get in the weeds on potential Agentic applications for LLMs. It is super interesting and in-depth. Vannevar says there is an imminent opportunity to use Agents to massively enhance the productivity of workers at DoD, driving significant savings by reducing the usage of outsourced consultants. Based on my work (thanks ChatGPT), this could impact companies like $BAH, $SAIC, $CACI, $LDOS, $AMTM, and $KBR. It is worth keeping an eye on Vannevar, which is an emerging defense tech unicorn with $80mm in ARR. We were seed investors in the company in 2019. https://t.co/CKopj2xUfC