What Couch Investor said in this video:
- GeopoliticsneutralThe host frames air defense as a cost-exchange problem: exquisite interceptors versus cheap threats lose the attrition war, and whether one-third of a PAC-3 is cheap enough remains an open question.Source
- Otherpositive for stockslong-termThe host is positive on Anduril's Steelfin, arguing its value is a reconfigurable modular two-stage architecture that matches cost to the threat rather than a single missile.Source