Modern Warfare
A convexity-ranked investment map from Citrini Research's article on directed energy weapons, subsea drones, and Greenland/Arctic infrastructure, refreshed with market data through the latest available close.
Three Trades, One Mechanism
The article is not just a defense-spending call. It is a cost-curve and vulnerability thesis: cheap autonomous systems force expensive assets to buy new sensors, new interceptors, and new infrastructure.
Convexity Stack
Sorted by qualitative upside optionality first, then checked against current price action since the article date.
Market Board
Prices, returns, drawdowns, and sparklines come from the generated market data file in this dashboard's data folder.
| Rank | Company | Theme | Score | Price | 1M | 3M | 1Y | Since article | 52W DD | 130-session tape | Stance |
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Top Opportunity Notes
The top six names combine scarcity, catalyst proximity, and enough exposure purity for the theme to matter at the equity level.
Research Trail
Primary references and article-linked research used to anchor the dashboard thesis.