> Looking around, and especially forward, it would be military tech, e.g. [1], and its supply chain, e.g. [2]
replyOnly viable if you’re okay with the ethical implications of funding war.
Would you be fine with the ethical implications of funding the industry to fight WWII? Would you consider funding Ukrainian military unethical? Or Taiwanese?
replyThis is, sadly, not theoretical, and I'm afraid we'll soon see more of such choices, not fewer.
> it would be military tech
replyAnduril is the only company in this sector in the US that has any promise and they aren't even public. Most of us are not going to get our hands on this.
Traditional defense sector looks more like Jeep, or Kodak...
Anduril has yet to deliver anything of consequence. I hope they shake up the industry but to say they are the next hot thing and write off the primes at this stage is premature.
replyInvest in the Ukrainian drone producers which proved themselves on the literal battlefield! Some of the Gulf states already did.
replyThe demand for more Patriot missiles is large, now that much of the stockpiles have suddenly been spent. Raytheon should do fine just based on that.
replythis admin will probably source patriots made in china
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