Update on Two Positions
A laser-weapons drone stock and a hyperscaler-backed data center operator
In this article, I’ll cover two portfolio companies, with an updated valuation framework for each.
These two companies are:
A defense technology company focused on drones, counter-UAS systems, directed-energy laser defense, and space laser communications.
A data center developer and operator with three signed hyperscaler-grade HPC campus leases.
Keep reading with a 7-day free trial
Subscribe to Daniel Romero to keep reading this post and get 7 days of free access to the full post archives.