A newsletter from a veteran-founded consultancy that helps commercial companies enter the defense market, covering SBIR funding and moving from prototype to program of record. The excerpts are mostly introductory and promotional, with little substantive content so far.
Website: https://dual-use.services/
Shawarma Capital publishes deep-dive equity research memos on small and mid-cap hardware, semiconductor, space-data and defense autonomy companies, with specific price data, filings analysis and dated tripwires. Readers get detailed, sourced analysis of individual tickers such as HAWK, PL and MRLN, plus shorter casual updates.
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.
Analysis of the Russia-Ukraine war from a former US Marine and a Ukrainian Marine, covering battlefield developments, Russian force structure and drone warfare. Readers get detailed order-of-battle and organizational analysis alongside periodic podcast and front-line trip updates.
First-hand conference field notes on fusion energy, high-power lasers and photonic-crystal surface-emitting lasers (PCSELs), covering technology trends, supply chains and commercialization routes. Issues combine event observations with technical detail and regional (APAC, Taiwan, US defense) market analysis.
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