Defense Tech

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Fortinet Shot Its Cyber Growth Story In The Foot
Seeking Alpha· 2025-08-11 06:19
One , their management has been able to stand through the rapidly evolving changes in the cybersecurity market and, despite some hiccups along the way, positions itself forUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Ene ...
VC Firm Eclipse Hires Investor Known for Rivian Bet
Bloomberg Technology· 2025-08-05 19:14
I've always known you to be somebody who is higher up the cap table of big companies that then go public. Rivian is the example that I know best late growth stage round an anchor investor in in what was a huge IPO in 2021. You've been lured to venture capital and Silicon Valley.Why. Good to be with you. I'd appreciate it.I'd say, you know, you've known me for a long time now, and I've been a builder of companies over time and invested capital in those companies that they've scaled. I think what really attra ...
X @Bloomberg
Bloomberg· 2025-07-21 11:04
Booz Allen Ventures is putting more money toward VC investing as Silicon Valley moves deeper into defense tech https://t.co/hEQFPrLi0i ...
AMD's $1.5 Billion Tailwind Is Back
Seeking Alpha· 2025-07-16 11:47
Core Insights - The article highlights the expertise of Uttam, a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research extends to MedTech, Defense Tech, and Renewable Energy, indicating a broad interest in various high-growth industries [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Prior to his current role, Uttam led teams at major technology firms such as Apple and Google, emphasizing his extensive experience in the tech industry [1]
X @Forbes
Forbes· 2025-07-01 14:24
Company Overview - Will Somerindyke, previously involved in supplying munitions to warzones, has entered the defense tech sector [1] - Somerindyke, backed by investor BVVC, founded Union, a startup focused on manufacturing artillery shells [1] Funding & Investment - Union is reportedly in discussions to raise "hundreds of millions" of dollars in funding [1]
X @Forbes
Forbes· 2025-07-01 14:00
Will Somerindyke founded a military supply chain and logistics company called Regulus Global a decade ago. Now, he’s raising hundreds of millions for a new defense tech play. (Illustration: Samantha Lee For Forbes via Google Gemini AI) https://t.co/03mv6BF8Fu https://t.co/izCCWrLKzb ...
Opportunities in Defense Tech Investing
Bloomberg Technology· 2025-06-26 20:18
You yourself have a rich history in defense from an active service perspective, Ted. But I'm interested as to, therefore, what the active innovation play is. How do you invest into this moment.It's it's kind of fragmented right now, but Palantir is obviously the purest play. And if if you look at the latest conflicts on, you know, coming out of Israel and Iran and also the Ukraine and Russia, these advanced technologies that are being used are giving both Israel and Ukraine a heads up as it relates to their ...