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Defense technology

Defense stocks are not working because there is no budget until Dec 10, says Jefferies
6 calls: the $1.1T base budget that decides which primes get hit, why she likes Raytheon at a high multiple, and the cheapest of the 60 names she covers
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Yaroslav Azhnyuk: in 5 to 10 yrs it will be unethical to use weapons without AI
15 takeaways: the arithmetic that turns a $500 drone into a $5M problem, why 4 of 20 over Poland was a disaster, and what he thinks China could park off…
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Billy Thalheimer: Regent's seagliders certify as boats, not aircraft, and its biggest order book is not American | TBPN
The Regent co-founder on nonrefundable deposits already in the bank, why the defense version swaps most of its batteries for an engine, and the Abu…
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Daniel Mahncke: Palantir scores 155% on the rule of 40, and he still will not buy it | The Intrinsic Value Podcast
Why nobody has copied the ontology, what Karp's 18-month pledge would do to a stock at 60 times sales, the Accenture handoff neither host follows, and…
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Jason Calacanis: Nvidia's $12.9 billion Hugging Face deal is the story of the year, unmetered racks are the threat to OpenAI and Anthropic…
Plus the 100-company warning that AI-enabled cyberattacks are months away, a cargo rocket built by seven people, and why an AI-written op-ed under…
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