defense technology Archives

Vintage comic-book illustration showing Valar Atomics and NVIDIA powering the AI infrastructure trade, with nuclear energy, glowing electrical conduits, a data center, city skyline and the headline “Power Is the Prize.”

Valar Atomics, NVIDIA and the New AI Infrastructure Trade: Power Is the Prize -( $BA $NVDA )

by John F. Heerdink, Jr. 3 days ago 175Views 0Likes

The next chapter of the artificial-intelligence buildout may be written not only in silicon, but in steel, concrete, uranium fuel and very patient permitting offices. Valar Atomics’ push to develop nuclear “gigasites” alongside the AI infrastructure boom highlights a larger investment theme:…

Illustrated editorial image showing Palantir CEO Alex Karp, NVIDIA CEO Jensen Huang and a business executive standing around a data-sovereignty server stack, with global network graphics, gold bars and the headline “Palantir’s Sovereign AI Bet Turns Data Control Into the Next Premium Asset.”

Palantir’s Sovereign AI Bet Turns Data Control Into the Next Premium Asset -( $NVDA $PLTR )

by John F. Heerdink, Jr. September 25, 2026 272Views 0Likes

Palantir Technologies Inc. (NASDAQ: PLTR) is advancing a distinctly bullish proposition for the AI economy: the winners will not merely own the largest models or the most GPUs; they will retain control of the proprietary operating knowledge that makes their businesses valuable in…

Comic-book-style illustration of Elon Musk standing between Tesla robotaxis on futuristic elevated highways, SpaceX rockets launching beside satellites in orbit, and The Boring Company tunnel machines underground. A rising stock arrow, dollar symbols, and headline text highlight Tesla (TSLA) robotaxi growth and the infrastructure connection among Tesla, SpaceX and The Boring Company.

Tesla Eyes Robotaxi Scale While SpaceX and The Boring Company Build the Missing Infrastructure -( $GOOGL $NVDA $SPCX $TSLA )

by John F. Heerdink, Jr. September 10, 2026 452Views 0Likes

Elon Musk’s constellation of companies is giving investors a familiar, if increasingly consequential, proposition: build the digital infrastructure, the physical infrastructure and the autonomous vehicles, and let scale do the storytelling. The latest headlines around SpaceX, Tesla Inc. (NASDAQ: TSLA) and The…

Astro Mechanica’s Supersonic Bet Could Put Aerospace Back in the Fast Lane -( $BA $GE $KTOS $LMC $NOC $RTX $UAL )

by John F. Heerdink, Jr. August 18, 2026 199Views 0Likes

Commercial aviation has spent decades becoming safer, more efficient, and—if we are being candid—somewhat allergic to surprise. Astro Mechanica is making the bullish case that the next great aviation platform will not come from simply refining yesterday’s jet engine. It will come…

The new AI trade has entered the sovereignty era

by John F. Heerdink, Jr. August 4, 2026 183Views 0Likes

If the first wave of AI was about raw horsepower, the next wave is looking more like a procurement decision. Reed Hastings’ TED conversation (below) about AI’s accelerating importance underscores the scale of the opportunity, but the real market question is now…

Knightscope – When Security Gets Smarter Than the Average Alarm -( $KSCP )

by John F. Heerdink, Jr. July 30, 2026 243Views 0Likes

Knightscope’s (KSCP) latest video (below) with CEO & Founder William Santana Li fits a market that is still early, still messy, and still very big — which is exactly why the bullish case could have room to run. The company is pitching…

Tag: defense technology

Valar Atomics, NVIDIA and the New AI Infrastructure Trade: Power Is the Prize -( $BA $NVDA )

Palantir’s Sovereign AI Bet Turns Data Control Into the Next Premium Asset -( $NVDA $PLTR )

Tesla Eyes Robotaxi Scale While SpaceX and The Boring Company Build the Missing Infrastructure -( $GOOGL $NVDA $SPCX $TSLA )

Astro Mechanica’s Supersonic Bet Could Put Aerospace Back in the Fast Lane -( $BA $GE $KTOS $LMC $NOC $RTX $UAL )

The new AI trade has entered the sovereignty era

Knightscope – When Security Gets Smarter Than the Average Alarm -( $KSCP )

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