Avi(@AviFelman):Rheinmetall down 18% despite Germany military build up.... why? Because they are moving away from traditional primes. Nixed a deal to build a massive frigate, instead focusing on smaller ships and autonomous systems. Warfare has completely changed. Need to start putting money to work in the alt primes.

Avi

@AviFelman

live-streaming @1000xpod / Ex Portfolio Manager @ GoldenTree, BlockTower

参加 July 2015

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Avi@AviFelman

2026.06.24 20:02

Rheinmetall down 18% despite Germany military build up.... why? Because they are moving away from traditional primes. Nixed a deal to build a massive frigate, instead focusing on smaller ships and autonomous systems. Warfare has completely changed. Need to start putting money to work in the alt primes.