Long-form equity research memos on small and mid-cap space, semiconductor, hardware and defense technology stocks, built from primary filings, federal award records and orbital data. Each piece includes valuation context, bull and bear cases, and dated tripwires to watch.

A weekly policy and strategy newsletter by Gregory C. Allen covering AI, semiconductors, defense technology and US-China tech competition. Issues are in-depth Q&A explainers and essays that put news and policy in strategic context.

A newsletter by a former US Marine and a Ukrainian Marine analyzing the Russian-Ukrainian war, including Russian military organization, drone and unmanned systems development, and battlefield trends. Readers get detailed order-of-battle and structural analysis alongside periodic battlefield updates and podcast appearances.

Opulentia Ventures publishes investment research and commentary on defense technology and national security, including deep dives on Anduril and deterrence economics. Readers get venture-style theses backed by cited market figures, plus book reviews on geopolitics and industrial strategy.