NOTE: This article is for informational purposes only, you should not construe any part of this article as legal, tax, investment, financial, or other advice. Always do your own research.

During WWII the U.S. built a great number of tanks, airplanes, artillery weapons, and the corresponding munitions which made those instruments of war deadly. Today, the U.S. continues to have a massive military arsenal which is composed, among other things, of tanks, ships, planes, and artillery.

The most critical warfighting tool, however, is information; “actionable intelligence.” All human activity happens in a geographic location or over airwaves. Technology which enables the U.S. defense and intelligence apparatus to have high quality information about what is happening anywhere at any time, or over any communications method, is useful.

There is a burgeoning sector in the defense and intelligence sectors which is built around geospatial and AI. Geospatial is raw data; AI is making the data useful. There is a boom in small companies engaged in this area. Some of these companies are recently public. Many of them are WAY off their immediate highs upon going public whether through traditional IPO or via a SPAC. But these are not do-nothing companies.

Look for companies that are: (1) run by scientists/engineers (2) which have DOD contracts and revenue flow; and (3) which operate in an area of use to agencies like NGA and/or NRO. There’s money to be made here.

Happy hunting.