C4ISR is where the real earnings growth is heading.
AI is turning sensor data into decisions at speed. The companies already modernizing those systems are going to print.
$PLTR is the software layer. $LMT$NOC$RTX are embedding it into the platforms. $LHX$LDOS$CACI doing the
Lots of anxieties in the market due to circular financing claims, inflation, depressed consumer, and truly an all out global energy war. This is where legal duopolies like $WM , $RSG shine. Trash always gets collected.
No position as I’m boring and mostly DCA leveraged index products to generate alpha since I trust backtests and CAGR more than noise. But $SE & $MELI are a no freaking brainer. Lots of money going to Singapore and South America rn. True GARP moats
