$LHX
3 articles on $LHX
- $PLTRBullish
Hegseth's AutoWarCom: Who Builds It, What the Money Buys, and the Record It Needs
Pete Hegseth's Autonomous Warfare Command is a four-star proposal that needs Congress by 1 October 2027. Until then Project Agincourt holds the work, and the money moves through Drone Dominance, the Army's counter-drone contracts and DIU. The software layer, Palantir's Maven, Anduril's Lattice and Shield AI's Hivemind, is the one the KXCO AI Sector ontology had mapped before the speech. After Minab, its hardest problem is the record, not the model.
Shayne Heffernan32 min - $NVDABullish
Wall Street Week Ahead: Rates, Oil, AI, Quantum, Defense, Metals and Bitcoin
The trading week opens after a Federal Reserve that chose to hike, a White House that chose not to strike Yemen, and an oil market still pricing a war now in its seventh month. The useful work this week is not a list of tickers. It is a map of what depends on what: the funds rate, the Magnificent Seven, a quantum cohort just handed a specification and a deadline, the missile primes selling into a restock, and gold, silver, crude and Bitcoin, all held against the live AI sector ontology.
Shayne Heffernan27 min - $SPCXBullish
SpaceX and the Space Economy
Space is no longer the domain of governments alone. Led by SpaceX and a growing ecosystem of launch providers, satellite operators, and lunar infrastructure companies, the space economy is rapidly becoming one of the world's most important growth industries and could represent the next great gold rush for investors.
Shayne Heffernan6 min