War Is Big Business: Defense Tech Booms as Investors Weigh Returns vs Morals

Welcome to another insightful Market Mondays clip! In this discussion, Ian Dunlap, Troy Millings, and Rashad Bilal break down the major players driving the surge in defense technology and the moral dilemmas facing investors today.

This week, we focus on Meta, Palantir, and OpenAI—three giants shaping not just the tech world but the future of defense and AI. The hosts address why Meta and Palantir stocks are on the rise, with Meta’s Mark Zuckerberg rumored to be cozying up to political power, and Palantir increasingly seen as a force in modern warfare scenarios. There’s also talk about OpenAI’s potential as a future public market player and how Anduril, another defense tech company not yet publicly traded, is pushing the boundaries of the industry.

Ian, Troy, and Rashad explore the shift in Silicon Valley, where defense tech has gone from “antiquated” to trendy, with CEOs turning into celebrities—and wars discussed not just as tragedies, but as investment opportunities. They dive into why RTX (Raytheon Technologies) has outpaced other traditional defense stocks and discuss how the IPO market is heating up for these types of companies.

But with these meteoric rises come tough questions. As defense becomes big tech’s next growth sector, is it moral to invest in companies profiting from conflict? The trio comments on the dilemma of investing for growth versus navigating personal and societal ethics. They also touch on the personal stories behind the companies—like how Palmer Luckey’s firing from Meta allegedly for supporting Trump fuels the "revenge story" of Anduril, and what it means for today’s business and political climate.

If you’re interested in the intersection of tech, war, and Wall Street, this clip is for you. Discover how the investment landscape is changing, which companies are set to skyrocket, and why defense tech is no longer operating in the shadows.

*Key Topics in this Clip:*

• Meta, Palantir & OpenAI: What’s driving their dominance?
• Why traditional defense stocks like Raytheon aren’t moving as expected
• Emerging companies (like Anduril) and their potential IPOs
• The celebrity CEOs of defense tech and the mainstreaming of war
• Moral dilemmas: investing for profit vs. personal ethics in defense tech
• Behind the business: Palmer Luckey, Mark Zuckerberg & political power moves

Join the conversation with Ian, Troy, and Rashad as they challenge you to think about your role—and your responsibility—as an investor in today’s volatile world.

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