Military AI

The Pentagon's New AI Deals Are Splitting Tech Into Two Asset Classes

The Pentagon's New AI Deals Are Splitting Tech Into Two Asset Classes

Nvidia and SpaceX just got cleared for classified AI deals. One giant was locked out

AI Security

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Why Defense ($ITA) is the New Utility Sector: The End of the Cycle

Why Defense ($ITA) is the New Utility Sector: The End of the Cycle

From Cyclical Trade to Structural Compounder in a Sovereign AI World

Defense Sector

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