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$GOOGL · Pentagon Chief: 6 Weapons That Will Prevent WW3
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$GOOGL···bullish· highemil michael
Google deploys Gemini AI to 4M Pentagon employees at near-zero cost
Google was the first frontier AI company to proactively partner with DoD, deploying Gemini to all 4 million military and civilian employees in just two months at 47 cents per user…
$PLTR···bullish· highjoe lonsdale
Palantir building next-gen command and control systems for Pentagon
Palantir is working on new C2 (command and control) systems for the Pentagon, representing a major shift from earlier refusal to work on Project Maven to now being a key defense t…
Gallatin working on contested logistics for remote operations
Gallatin is developing contested logistics capabilities to sustain troops and weapons systems in remote Pacific environments, a critical capability for potential conflict with Chi…
Cambium biomanufacturing heat shielding for hypersonics
Cambium uses biomanufacturing to create best-in-class heat shielding for hypersonic vehicles, representing dual-use biotech application for defense industrial base.
$EPIRUSbullish· mediumemil michael
Epirus high-powered microwave systems for drone defense
Epirus's high-powered microwave technology is a key directed energy solution for taking down drone swarms affordably, part of the Pentagon's scaled directed energy focus area.
$SPCX···bullish· mediumemil michael
SpaceX cited as model for commercial-first defense procurement
SpaceX, along with Palantir and Anduril, had to sue the government for its first major contract; now referenced as proof that commercial-first procurement must change to avoid yea…
$ANDURILbullish· mediumemil michael
Anduril cited as model for commercial-first defense procurement
Anduril, along with Palantir and SpaceX, had to sue the government for its first major contract because primes blocked competition; now held up as example of new commercial-first…
$JPM···bullish· mediumemil michael
JPMorgan backing Pentagon's Office of Strategic Capital loans
JPMorgan announced support for Office of Strategic Capital loans, signaling private capital crowding into defense industrial base and critical minerals investments alongside gover…