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$EPIRUS · Epirus high-power microwave systems critical for drone defense at scale
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$PLTR···bullish· medium· posjoe lonsdale
Palantir building next-gen command and control systems for Pentagon
Palantir is a key commercial partner developing AI-driven command and control (C2) systems for the Department of Defense, representing the shift to commercial-first procurement.
$ANDURILbullish· medium· posjoe lonsdale
Anduril co-developing AI command and control with Palantir for DoD
Anduril is partnering with Palantir on next-generation command and control systems, benefiting from the Pentagon's new commercial-first approach that bypasses traditional prime co…
$GALVIONbullish· low· posjoe lonsdale
Galvion addressing contested logistics for Pacific theater operations
Galvion is working on contested logistics — sustaining troops and weapons in remote Pacific environments — a critical capability gap for potential conflict with China.
$CAMBIUMbullish· medium· posjoe lonsdale
Cambium bio-manufactured heat shielding leads world for hypersonics
Cambium uses biomanufacturing to produce the world's best heat shielding for hypersonic vehicles, demonstrating defense applications of synthetic biology.
$EPIRUSbullish· high· posjoe lonsdale
Epirus high-power microwave systems critical for drone defense at scale
Epirus's directed energy (high-power microwave) technology is a scalable, affordable solution to defeat mass-produced drone swarms, with upcoming major events (World Cup, Olympics…
$MANDIA-CYBERbullish· high· poskevin mandia
Mandia building AI-native hyper attack platform for autonomous cyber defense
Former FireEye CEO Kevin Mandia is building a stealth company creating an AI-native 'hyper attack platform' that automates nation-state offense to train autonomous defense, achiev…
$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, proving the old prime-dominated system is broken and validating the new commercial…