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
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.
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.
The Silicon Battleground: A Journey Through Chris Miller’s “Chip War”
I recently had the privilege of attending Chris Miller’s presentation and fireside chat at the Northern Virginia Technology Council (NVTC) event, and I can honestly say it was one of the most eye-opening experiences I’ve had in years. Standing in the heart of one of America’s technology
Stablecoins: The Digital Dollar Revolution That’s Reshaping Global Finance
Stablecoins represent one of the most significant financial innovations of our time. What started as an experimental solution to cryptocurrency volatility has evolved into a $290 billion ecosystem that processed over $8.9 trillion in transactions in just the first half of 2025.
The Private Markets Revolution: How $500 Billion OpenAI Heralds a New Era of Corporate Value Creation
OpenAI's $500 billion valuation represents more than another Silicon Valley milestone—it signals a fundamental transformation in how value is created and realized in the modern economy. This unprecedented valuation, achieved through secondary markets rather than public offerings, exemplifies the shift toward private markets as the primary venue
Firehawk Aerospace: Revolutionizing Defense Propulsion Technology Through 3D-Printed Innovation
Firehawk's proprietary additive manufacturing approach fundamentally transforms solid rocket motor production by addressing historical limitations that have constrained hybrid rocket performance, specifically the low regression rates and limited mixing efficiency that plagued earlier designs.
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.
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
Defense Tech: Navigating the Invisible Battlefield, From Information Warfare to Cognitive Warfare
In the hidden corners of our connected world, a new type of conflict is taking shape, unseen yet powerful. Cognitive warfare, which uses digital tech and mind games, is becoming a real threat to our national security and how our society functions.
