Defense and AI (Patreon)

AI and AGI are quickly emerging as strategic national assets—and with that status comes the need for protection.
That’s why one of my big investment themes for 2030 focuses on defense—not war, but defense infrastructure and stocks.
And clearly, I’m not the only one thinking this way…

By the way, I also believe data centers should be built underground—think “Boring Tunnel” style. It’s simply too easy to take out a surface-level data center in a world where digital infrastructure is becoming as vital as energy grids.

Investors are piling into defense stocks:

• Aerospace & Defense ETF inflows hit $8.2 billion in the first three quarters of 2025.

• That’s a +573% surge compared to 2024.

• Monthly inflows peaked at $1.6 billion in June, before easing to $634 million in September.

• The boom has spurred 17 new Aerospace & Defense ETFs launched in 2025—up from just 2 last year.

Investor appetite for defense exposure is stronger than ever.

h.t Sanjay