$ANDURIL - Anduril is positioned to become a top 5 defense contractor within the next decade, capitalizing on the shift toward US becoming the 'world gun store' rather than world police
$AAPL - Apple has a clear path to reducing Vision Pro headset costs to hundreds of dollars, making it accessible to mass market
$AI - AGI technology will benefit defensive applications more than offensive ones, suggesting continued development without existential risk concerns
$NUCLEAR - Nuclear energy was abandoned for political rather than practical reasons, suggesting potential for revival as energy demands grow
Bearish:
$DEFENSE - Traditional defense contractors operate in an uncompetitive market with 80% of money going to just five companies and 30% of major contracts having only one bidder
$EV - Synthetic hydrocarbon fuels at $1 per gallon could make trillions in EV and hydrogen vehicle investments obsolete