Calls
3
Alex Harstrick
Founder, J2 Ventures (Venture Capitalist/Pentagon Vet)
Win Rate
33.3%
return
-10.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 02
$676.70
-24.6%
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced to adopt AI. Capital will flow to defense primes integrating AI and Big Tech partners willing to work with the military (Microsoft owns a major stake in OpenAI). Companies refusing DoD work (like Anthropic) lose out on this massive capex cycle. LONG Defense Primes and Microsoft (proxy for OpenAI gov contracts). Ethical backlash from employees or regulatory hurdles on AI weaponry.
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced to adopt AI. Capital will flow to defense primes integrating AI and Big Tech partners willing to work with the military (Microsoft owns a major stake in OpenAI). Companies refusing DoD work (like Anthropic) lose out on this massive capex cycle. LONG Defense Primes and Microsoft (proxy for OpenAI gov contracts). Ethical backlash from employees or regulatory hurdles on AI weaponry.
Defense
Long
Mar 02
$398.55
+0.4%
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced to adopt AI. Capital will flow to defense primes integrating AI and Big Tech partners willing to work with the military (Microsoft owns a major stake in OpenAI). Companies refusing DoD work (like Anthropic) lose out on this massive capex cycle. LONG Defense Primes and Microsoft (proxy for OpenAI gov contracts). Ethical backlash from employees or regulatory hurdles on AI weaponry.
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced to adopt AI. Capital will flow to defense primes integrating AI and Big Tech partners willing to work with the military (Microsoft owns a major stake in OpenAI). Companies refusing DoD work (like Anthropic) lose out on this massive capex cycle. LONG Defense Primes and Microsoft (proxy for OpenAI gov contracts). Ethical backlash from employees or regulatory hurdles on AI weaponry.
Hyperscalers
Long
Mar 02
$212.16
-8.6%
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced to adopt AI. Capital will flow to defense primes integrating AI and Big Tech partners willing to work with the military (Microsoft owns a major stake in OpenAI). Companies refusing DoD work (like Anthropic) lose out on this massive capex cycle. LONG Defense Primes and Microsoft (proxy for OpenAI gov contracts). Ethical backlash from employees or regulatory hurdles on AI weaponry.
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced to adopt AI. Capital will flow to defense primes integrating AI and Big Tech partners willing to work with the military (Microsoft owns a major stake in OpenAI). Companies refusing DoD work (like Anthropic) lose out on this massive capex cycle. LONG Defense Primes and Microsoft (proxy for OpenAI gov contracts). Ethical backlash from employees or regulatory hurdles on AI weaponry.
Defense
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Alex Harstrick has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: MSFT, LMT, RTX.
