Future of warfare
Economic asymmetry favors autonomous attrition
Ranked by momentum (0)
No scored entities in this theme yet.
Public bench
Public names carry no momentum — their signal class is filings + quarterly fundamentals.
| Company | Latest filing | Capex (Q) | Revenue (Q) | 8q capex |
|---|---|---|---|---|
| $AVAV AeroVironment | 8-K 2026-06-29 · sec.gov | $22.7M▲+319% | $78.8M▼-15% | |
| $KTOS Kratos Defense & Security | 8-K 2026-05-15 · sec.gov | — | $217.1M▼-5% | — |
| $PLTR Palantir Technologies | 8-K 2026-06-09 · sec.gov | $7.4M▲+20% | $1.6B▲+38% |
Cascade — private → public
Andurilcompany
- ↳ category beneficiary$AVAVAeroVironmentcapex $22.7M▲+319%· 8-K 2026-06-29Defence-tech category re-rating: private autonomous-systems momentum expands public primes' multiples.
- ↳ category beneficiary$KTOSKratos Defense & Security· 8-K 2026-05-15Defence-tech category re-rating: private autonomous-systems momentum expands public primes' multiples.
Shield AIcompany
- ↳ category beneficiary$KTOSKratos Defense & Security· 8-K 2026-05-15Defence-tech category re-rating: private autonomous-systems momentum expands public primes' multiples.
Recent events
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