Ernie g
voted
Recent geopolitical conflicts may give the impression that developments in the defense sector have already been priced into stock prices. However, beyond the US-Iran war, the long-term narrative of AI integration in modern warfare is far from over.
As early as April 2017, the U.S. Department of Defense launched Project Maven (officially: Algorithmic Warfare Cross-Functional Team), its first dedicated military AI project, marking a significant step in deeply embedding AI into combat systems. Now, Maven Smart Systems is being procured by NATO for alliance operations.
Which companies are the main drivers of modern defense intelligence?
Currently, $Palantir (PLTR.US)$ is one of the main participants in the Maven project. Other participants include $Maxar Technologies Inc (MAXR.CA)$ in satellite remote sensing and $Leidos (LDOS.US)$ in intelligence.
Meanwhile, the AI-ification of defense companies not only requires combat assistance software systems from companies like Palantir but has also led to a surge in hardware demands such as sensors, navigation, and electronic control systems. $L3Harris Technologies (LHX.US)$ , $TransDigm (TDG.US)$ , and $RTX Corp (RTX.US)$ Raytheon Technologies are major players in this field. Other relevant information is as follows:
On the other hand, traditional military entities need to be integrated to support defense AI. The Department of Defense's JADC2 (Joint All-Domain Command and Control) project links traditional defense department actions together.
Dividing by Space Force, Navy, Army, and Air Force, the product lines of various companies are as follows:
What defense assets were used in the US-Iran conflict?
The U.S. Central Command recently disclosed on social media the defense equipment used in military actions against Iran.
Related equipment includes:
1. Tomahawk missiles (from $RTX Corp (RTX.US)$ Raytheon Technologies). This missile has been used since the 1991 Gulf War, characterized by relatively slow speed but high precision and modular sensor replacement capabilities.
2. The launch platform for Tomahawk missiles is the Arleigh Burke-class destroyer. $Huntington Ingalls Industries (HII.US)$ and $General Dynamics (GD.US)$ both produce the destroyers. Aircraft carriers are made solely by HII, and both stocks have seen significant increases in recent years.
3. The main land-based missile launch platform is the HIMARS rocket artillery, with $Lockheed Martin (LMT.US)$ as the primary contractor.
As early as April 2017, the U.S. Department of Defense launched Project Maven (officially: Algorithmic Warfare Cross-Functional Team), its first dedicated military AI project, marking a significant step in deeply embedding AI into combat systems. Now, Maven Smart Systems is being procured by NATO for alliance operations.
Which companies are the main drivers of modern defense intelligence?
Currently, $Palantir (PLTR.US)$ is one of the main participants in the Maven project. Other participants include $Maxar Technologies Inc (MAXR.CA)$ in satellite remote sensing and $Leidos (LDOS.US)$ in intelligence.
Meanwhile, the AI-ification of defense companies not only requires combat assistance software systems from companies like Palantir but has also led to a surge in hardware demands such as sensors, navigation, and electronic control systems. $L3Harris Technologies (LHX.US)$ , $TransDigm (TDG.US)$ , and $RTX Corp (RTX.US)$ Raytheon Technologies are major players in this field. Other relevant information is as follows:
On the other hand, traditional military entities need to be integrated to support defense AI. The Department of Defense's JADC2 (Joint All-Domain Command and Control) project links traditional defense department actions together.
Dividing by Space Force, Navy, Army, and Air Force, the product lines of various companies are as follows:
What defense assets were used in the US-Iran conflict?
The U.S. Central Command recently disclosed on social media the defense equipment used in military actions against Iran.
Related equipment includes:
1. Tomahawk missiles (from $RTX Corp (RTX.US)$ Raytheon Technologies). This missile has been used since the 1991 Gulf War, characterized by relatively slow speed but high precision and modular sensor replacement capabilities.
2. The launch platform for Tomahawk missiles is the Arleigh Burke-class destroyer. $Huntington Ingalls Industries (HII.US)$ and $General Dynamics (GD.US)$ both produce the destroyers. Aircraft carriers are made solely by HII, and both stocks have seen significant increases in recent years.
3. The main land-based missile launch platform is the HIMARS rocket artillery, with $Lockheed Martin (LMT.US)$ as the primary contractor.
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Ernie g
voted
The AI earnings season just dropped some serious drama! 🎭 While some stocks soared on "hard asset" halo strategies, others faced profit pressure. With tech valuations at sky-high levels, investors are pivoting to industries like utilities, energy, and semiconductors—sectors with high capital barriers and long-term resilience.
💎 But let’s break down the winners and losers before you bet the farm!
📊 $Palantir (PLTR.US)$ : AI-Powered Growth ...
💎 But let’s break down the winners and losers before you bet the farm!
📊 $Palantir (PLTR.US)$ : AI-Powered Growth ...
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Ernie g
voted
After years of paying up for “pure AI,” Wall Street’s newest rotation has a four-letter name: HALO—Heavy Assets, Low Obsolescence—a shorthand for businesses that can’t be disrupted by a prompt and tend to hold strategic value in the real economy.
In 2026, that HALO lens maps almost perfectly onto one of the biggest AI buildout’s constraints: electricity. As large-model iteration accelerates and data-center footprints scale faster th...
In 2026, that HALO lens maps almost perfectly onto one of the biggest AI buildout’s constraints: electricity. As large-model iteration accelerates and data-center footprints scale faster th...
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Ernie g
voted
I just hit 4,000 followers! 🎉
To every Mooer here: Thank you. This isn't just a number; it's a community of 4,000 investors, learners, and market enthusiasts.
As the CEO of Moomoo US, my goal isn't just to oversee operations, but to ensure we are delivering real value to you. I want this account to be a resource you actually use.
So, I’m asking you to help steer the ship. My team and I are planning new content series, ...
To every Mooer here: Thank you. This isn't just a number; it's a community of 4,000 investors, learners, and market enthusiasts.
As the CEO of Moomoo US, my goal isn't just to oversee operations, but to ensure we are delivering real value to you. I want this account to be a resource you actually use.
So, I’m asking you to help steer the ship. My team and I are planning new content series, ...
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Ernie g
voted
Key Takeaways
On February 28, 2026, the U.S. and Israel launched a coordinated military operation against Iran, triggering a sharp selloff in Bitcoin.
Weekend crypto trading becomes geopolitical risk 'pressure outlet,' threatening broader market contagion.
Historical patterns suggest panic-driven war selloffs are often followed by corrective rebounds.
$63,000 may serve as a critical support level for Bitcoin as the market awaits...
On February 28, 2026, the U.S. and Israel launched a coordinated military operation against Iran, triggering a sharp selloff in Bitcoin.
Weekend crypto trading becomes geopolitical risk 'pressure outlet,' threatening broader market contagion.
Historical patterns suggest panic-driven war selloffs are often followed by corrective rebounds.
$63,000 may serve as a critical support level for Bitcoin as the market awaits...
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Ernie g
voted
Hi mooers! ![]()
Need a quick update on the week of Feb 23–27 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $NVIDIA (NVDA.US)$ , $Circle (CRCL.US)$ , $Salesforce (CRM.US)$ , and $Baidu (BIDU.US)$ , are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
Fo...
Need a quick update on the week of Feb 23–27 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $NVIDIA (NVDA.US)$ , $Circle (CRCL.US)$ , $Salesforce (CRM.US)$ , and $Baidu (BIDU.US)$ , are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
Fo...
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Ernie g
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Columns Wall Street Today: DJIA, S&P 500, Nasdaq Comp Fall on Iran Tensions and AAPL, INTC, CRM, MU Weakness
The S&P 500, Dow-30 and Nasdaq Composite all eased Thursday as increased U.S.-Iranian military tensions and weakness for Big Techs like Apple, Salesforce, Micron and Western Digital put a damper on sentiment.
The $Dow Jones Industrial Average (.DJI.US)$ shed 267.50 points (0.5%) to a 49,395.16 close, while the $Nasdaq Composite Index (.IXIC.US)$ gave up 70.91 ticks (0.3%) to 22,682.73 and the $S&P 500 Index (.SPX.US)$ lost 19.4...
The $Dow Jones Industrial Average (.DJI.US)$ shed 267.50 points (0.5%) to a 49,395.16 close, while the $Nasdaq Composite Index (.IXIC.US)$ gave up 70.91 ticks (0.3%) to 22,682.73 and the $S&P 500 Index (.SPX.US)$ lost 19.4...
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Ernie g
liked and commented on
$Decent Holding (DXST.US)$ 1400
I bought in at 1.30 hannah claim she was help me and the stock was supposed to rise to 4.00 by this Monday and the stock was 2.00 last week she told me to hold it and not to sell it so I believe her and hold it and than ig keeps on going down all the way to .20 so I ended up selling it st .35 and lost over 1400 because I believe her so stay away from this stock, hannah, and Marcus Ellington because there scammers because after it went down they don’t respond...
I bought in at 1.30 hannah claim she was help me and the stock was supposed to rise to 4.00 by this Monday and the stock was 2.00 last week she told me to hold it and not to sell it so I believe her and hold it and than ig keeps on going down all the way to .20 so I ended up selling it st .35 and lost over 1400 because I believe her so stay away from this stock, hannah, and Marcus Ellington because there scammers because after it went down they don’t respond...
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