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Palantir CEO Investing in NEW Military Tech [Buy THIS Stock?]

Sep 1, 2026

The creator discusses a new defense technology fund being launched by Ukraine's former defense minister, with Alex Karp of Palantir reportedly being a major investor. The fund aims to develop drone technology and other defense capabilities, potentially in exchange for US Patriot missiles. The discussion touches on the race between offensive drone technology and defensive capabilities, and how companies like Kratos Defense & Security Solutions (KTOS) fit into this landscape.

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AXONNeutralLow ConvictionResearch Only

Axon is mentioned as a US-based company that uses drone technology for police departments, but it's not the main subject of the video.

BANeutralLow ConvictionSignal-backedSecondary

Boeing is mentioned as a customer of Kratos, utilizing Kratos's jet engines for their JDAM missile production.

KTOSNeutralMedium ConvictionSignal-backedSecondary

Kratos Defense & Security Solutions (KTOS) is mentioned as relevant to the ongoing race between drone attack weaponry and defense mechanisms, prompting a fundamental analysis.

PLTRNeutralLow ConvictionResearch Only

Alex Karp of Palantir is reportedly a major investor in a new defense company formed by Ukraine's former defense minister.

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