Mar. 2 at 5:43 PM
Big day for the New Age of Defense basket:
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$PLTR – AI OS in the defense decision layer, Rule of 40: 127%
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$AXON – Public safety control center,
$14.4B backlog (+43% YoY)
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$CRWD – AI infrastructure shield, net new ARR
$265M, +73% YoY
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$RBRK – Zero-trust ransomware vault, cloud ARR
$1.2B, +53% YoY
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$NET – AI/cyber toll road, blocks 215B threats/day, RPO
$2.5B (+48%)
These aren’t just stats — they highlight how AI + security is transforming defense, public safety, and enterprise infrastructure. Watching these leaders for momentum and innovation plays.
