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Looking around, and especially forward, it would be military tech, e.g. [1], and its supply chain, e.g. [2] :-\ Valuations are not as crazy, but I bet there'll

by nine_k 7mo ago

Looking around, and especially forward, it would be military tech, e.g. [1], and its supply chain, e.g. [2] :-\ Valuations are not as crazy, but I bet there'll going to be a lot of demand in the coming decade, unfortunately. Chip production, too, of course, but it's overflowing with money already, apparently. It's growing though, because there are real actual shortages of stuff like RAM and SSDs, there's money to be made immediately if you can. Chinese RAM manufacturers are building out like crazy. [1]: https://www.ultimamarkets.com/academy/anduril-stock-price-how-to-buy-valuation-ipo/ https://www.ultimamarkets.com/academy/anduril-stock-price-ho... [2]: https://www.marketscreener.com/quote/stock/RHEINMETALL-AG-436527/consensus/ https://www.marketscreener.com/quote/stock/RHEINMETALL-AG-43...

teeray 7mo ago
> Looking around, and especially forward, it would be military tech, e.g. [1], and its supply chain, e.g. [2] Only viable if you’re okay with the ethical implications of funding war.
- nine_k 7mo ago
  Would you be fine with the ethical implications of funding the industry to fight WWII? Would you consider funding Ukrainian military unethical? Or Taiwanese? This is, sadly, not theoretical, and I'm afraid we'll soon see more of such choices, not fewer.
zer00eyz 7mo ago
> it would be military tech Anduril is the only company in this sector in the US that has any promise and they aren't even public. Most of us are not going to get our hands on this. Traditional defense sector looks more like Jeep, or Kodak...
- nine_k 7mo ago
  The demand for more Patriot missiles is large, now that much of the stockpiles have suddenly been spent. Raytheon should do fine just based on that.
  - iririririr 7mo ago
    this admin will probably source patriots made in china
- class3shock 7mo ago
  Anduril has yet to deliver anything of consequence. I hope they shake up the industry but to say they are the next hot thing and write off the primes at this stage is premature.
  - nine_k 7mo ago
    Invest in the Ukrainian drone producers which proved themselves on the literal battlefield! Some of the Gulf states already did.

by nine_k 7mo ago

teeray 7mo ago

> Looking around, and especially forward, it would be military tech, e.g. [1], and its supply chain, e.g. [2] Only viable if you’re okay with the ethical implications of funding war.

nine_k 7mo ago
Would you be fine with the ethical implications of funding the industry to fight WWII? Would you consider funding Ukrainian military unethical? Or Taiwanese? This is, sadly, not theoretical, and I'm afraid we'll soon see more of such choices, not fewer.

zer00eyz 7mo ago

> it would be military tech Anduril is the only company in this sector in the US that has any promise and they aren't even public. Most of us are not going to get our hands on this. Traditional defense sector looks more like Jeep, or Kodak...

nine_k 7mo ago
The demand for more Patriot missiles is large, now that much of the stockpiles have suddenly been spent. Raytheon should do fine just based on that.
- iririririr 7mo ago
  this admin will probably source patriots made in china
class3shock 7mo ago
Anduril has yet to deliver anything of consequence. I hope they shake up the industry but to say they are the next hot thing and write off the primes at this stage is premature.
- nine_k 7mo ago
  Invest in the Ukrainian drone producers which proved themselves on the literal battlefield! Some of the Gulf states already did.