Shaun Maguire invests in hard tech and defense, emphasizing hardware reuse advantages and the need for multiple SpaceX-like companies to reindustrialize American manufacturing.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Hardware companies with one successful product have high probability of second success due to component reuse, supply chain, and engineering talent; Neros' interceptor drone shares 80% components with strike drone.