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The Predictive Investor
The Predictive Investor
Portfolio Update - 5/9/25

Portfolio Update - 5/9/25

A $5 billion defense stock on the move

Jason Augustine's avatar
Jason Augustine
May 10, 2025
∙ Paid
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In an ever-evolving global landscape, the need for robust defense and national security has never been more pronounced. Nations worldwide are embarking on a significant journey of modernizing their defense capabilities, driven by emerging threats and the need for technological superiority. This era marks a generational shift in military investment, creating a fertile ground for companies at the forefront of defense innovation.

The demand for advanced, affordable, and rapidly deployable solutions is surging, signaling a substantial growth opportunity for those poised to meet these critical needs. We are adding a company to the portfolio that offers high tech defense solutions in an increasingly dangerous world.

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