Shield AI: Commanding the Autonomous Battlefield - An Investment Thesis for the Future of Defense Technology

The convergence of artificial intelligence and autonomous systems is fundamentally reshaping modern warfare, creating unprecedented investment opportunities in the defense technology sector. At the forefront of this transformation stands Shield AI, a company that has not only captured Silicon Valley

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The Origins of Victory: A Thought Provoking book by Andrew F. Krepinevich

Why do I continue to be bullish about investing in Defense Companies as an investor? Andrew lays out all the reasons in this book. What a fantastic read! Sharing a summary of the book from my read notes.

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Microsoft’s New Quantum Chip: Unlocking the Future of Computing

Quantum computing just took another significant step forward. Microsoft has unveiled its highly anticipated quantum chip, and it’s more than just a technological breakthrough—it’s a signal to investors that the future is closer than we think.

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The Origins of Victory: A Thought Provoking book by Andrew F. Krepinevich
The Origins of Victory: A Thought Provoking book by Andrew F. Krepinevich

Why do I continue to be bullish about investing in Defense Companies as an investor? Andrew lays out all the reasons in this book. What a fantastic read! Sharing a summary of the book from my read notes.

by Manish Malhotra
Microsoft’s New Quantum Chip: Unlocking the Future of Computing
Microsoft’s New Quantum Chip: Unlocking the Future of Computing

Quantum computing just took another significant step forward. Microsoft has unveiled its highly anticipated quantum chip, and it’s more than just a technological breakthrough—it’s a signal to investors that the future is closer than we think.

by Manish Malhotra
Unit X: How the Pentagon and Silicon Valley Are Transforming the Future of War
Unit X: How the Pentagon and Silicon Valley Are Transforming the Future of War

Unix X by Raj Shah and Christopher Kirchhoff provides a detailed look at the Defense Innovation Unit (DIU), also known as Unit X, which was established to bridge the gap between the Pentagon and Silicon Valley. The book explores how this unit has transformed military operations by integrating cuttin

by Manish Malhotra
DeepSeek and the Dramatic Rise of China in Generative AI: Investors Perspective
DeepSeek and the Dramatic Rise of China in Generative AI: Investors Perspective

DeepSeek vs OpenAI: Why Investors Should Care. Explore how DeepSeek is challenging OpenAI in generative AI. Learn what makes it unique, why it disrupts the market, and what investors need to consider.

by Manish Malhotra
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Private Capital Landscape: A Deep Dive into Regulation D Rule 506(b) and 506(c) for Savvy Investors

Navigating the Private Capital Landscape: A Deep Dive into Regulation D Rule 506(b) and 506(c) for Savvy Investors

by Manish Malhotra
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