Jun. 21 at 6:21 PM
Most investors are chasing the AI MEMORY BOOM.
I'm positioning for the entire AI BUILDOUT.
The next 10 YEARS AI buildout in phases:
2030+: BUILD THE FUTURE
Drones:
$AVAV $KTOS $ONDS
Defense: LMT
$NOC $PLTR
The AI narrative is expanding beyond compute and infrastructure into real-world applications by 2030+, with defense and autonomous systems emerging as a major long-term theme.
In drones, AVAV, KTOS, and ONDS represent next-generation unmanned and tactical systems, benefiting from military modernization and autonomy trends—essentially “AI-enabled warfare platforms.”
Defense leaders LMT and NOC offer stable cash flows and entrenched government contracts. PLTR stands out as an AI-driven defense software platform connecting data, decision-making, and battlefield intelligence.
The key shift: AI is no longer just digital—it is entering physical security and defense systems.
in the 2030+ defense AI cycle, do you prefer legacy defense giants or high-growth AI-native players like PLTR and drone companies?
