Venture Capital
@venture
Trump said the U.S. military budget could reach $1.5T
Modern defense spending is increasingly focused on drones, software, communications & the industrial base that scales them & that ecosystem is being built across several key categories:
�� Decision Intelligence: $PLTR, Anduril
�� Strike Systems: $LMT, $RTX, $NOC, $GD
� Defense Manufacturing: $HON, $TDY, $UMAC, $LHX
� Drones: $ONDS, $AVAV, $KTOS, $RCAT, $DPRO, $UAVS, $AIRO
� Cybersecurity: $CRWD, $PANW, $ZS, $RBRK, $OKTA, $NET, $FTNT
� Space Infrastructure: $RKLB, $ASTS, $PL, $LUNR, $RDW, $GSAT
@venture
Modern defense spending is increasingly focused on drones, software, communications & the industrial base that scales them & that ecosystem is being built across several key categories:
�� Decision Intelligence: $PLTR, Anduril
�� Strike Systems: $LMT, $RTX, $NOC, $GD
� Defense Manufacturing: $HON, $TDY, $UMAC, $LHX
� Drones: $ONDS, $AVAV, $KTOS, $RCAT, $DPRO, $UAVS, $AIRO
� Cybersecurity: $CRWD, $PANW, $ZS, $RBRK, $OKTA, $NET, $FTNT
� Space Infrastructure: $RKLB, $ASTS, $PL, $LUNR, $RDW, $GSAT
@venture
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😁 46
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🤝 44
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🤯 39
👎 38
🔥 35
👍 32
😱 26
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