Anthony Sagami (@anthonysagami) on 2026-06-22 named Palantir ($PLTR) and the U.S…

Brief

Anthony Sagami (@anthonysagami) on 2026-06-22 named Palantir ($PLTR) and the U.S. Global Technology & Aerospace & Defense ETF (ticker WAR) as his two favorite defense investments, disclosing he's a shareholder. He posted a 34-ticker list across primes, semiconductors and ETFs (e.g., $LMT, $BA, $NVDA, $AMAT, $ARKX, $DFEN) and linked to The Atlantic’s piece about a potential $1.5 trillion Pentagon windfall.

🇺🇸 💣🎖️ Defense contractors aren't called "Beltway Bandits" for nothing. My 2 favorite military/defense investments are Palantir and US Global Technology and Aerospace & Defense ETF (ticker:WAR), which focuses on the new face of modern, high tech warfare.

Disclosure: I am a happy, biased shareholder of $PLTR and U.S. Global Technology and Aerospace & Defense ETF

$PLTR $LMT $BA $GD $KTOS $RTX $NOC $HII $LDOS $BAH $AMTM $NVDA $HXL $AMAT $CGNT $FFIV $SWKS $WAR $TDG $CW $AXON $HWM $ERJ $TXT $SPR $LHX $KBR $HEI $ITA $PPA $XAR $ARKX $DFEN $FITE
theatlantic.com/national-sec…

Link

The Pentagon Might Win the Lottery

But even $1.5 trillion won’t solve its problems.
theatlantic.com