Alex Harstrick 3.5 3 ideas
Founder, J2 Ventures (Venture Capitalist/Pentagon Vet)
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By sector
Stock
3 ideas
-8.1%
Top tickers (by frequency)
MSFT
1 ideas
0% W
-7.3%
LMT
1 ideas
0% W
-8.7%
RTX
1 ideas
0% W
-8.2%
Best and worst calls
Best calls
MSFT LONG
-7.3%
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced ...
Mar 02
RTX LONG
-8.2%
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced ...
Mar 02
LMT LONG
-8.7%
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced ...
Mar 02
Worst calls
LMT LONG
-8.7%
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced ...
Mar 02
RTX LONG
-8.2%
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced ...
Mar 02
MSFT LONG
-7.3%
This is the first "AI-driven war." The Pentagon has blacklisted Anthropic but cut a deal with OpenAI. The DoD is forced ...
Mar 02
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.
Founder, J2 Ventures...