I just asked ChatGPT. Can't rely on Defense. Spent 170B

The Department of Defense (DoD) budget for Fiscal Year (FY) 2024 is set at $886.3 billion, as authorized by the National Defense Authorization Act (NDAA) for FY 2024, which President Joe Biden signed into law on December 22, 2023.

Key Allocations in the FY 2024 DoD Budget:

  • Military Personnel: The budget includes a 5.2% pay raise for service members, marking one of the most significant increases in recent years.

    Research and Development: A record $145 billion is allocated for research, development, test, and evaluation (RDT&E) to advance military technologies and maintain a competitive edge.

  • Procurement: $170 billion is designated for procurement, the largest allocation in history, to enhance combat capabilities across all domains.

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They can't spend much on software purchase. It's commercial -BrightLine- 给 BrightLine 发送悄悄话 (22 bytes) () 12/08/2024 postreply 08:28:53

怎么解释最近的PLTR, Space X ,无人机热?都与政府花费有关 -study169- 给 study169 发送悄悄话 (67 bytes) () 12/08/2024 postreply 08:33:58

稍微纠正一下,PLTR目前大涨最主要得原因是它在commercial 市场上的增速远远超过预期 -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 12/08/2024 postreply 08:38:31

还会涨多少?都没机会加仓 -桃花好运- 给 桃花好运 发送悄悄话 (0 bytes) () 12/08/2024 postreply 08:46:57

Not recommending now, I plan buy more hedge at 76 on Monday -三心三意- 给 三心三意 发送悄悄话 (174 bytes) () 12/08/2024 postreply 11:33:36

That makes more sense... Commercial is the future. -BrightLine- 给 BrightLine 发送悄悄话 (91 bytes) () 12/08/2024 postreply 08:47:06

Commercial growth is higher, but government revenue -study169- 给 study169 发送悄悄话 (1393 bytes) () 12/08/2024 postreply 08:50:58

I think you guys misunderstand my point -三心三意- 给 三心三意 发送悄悄话 (607 bytes) () 12/08/2024 postreply 11:30:45

If they can penetrate commercial, then worth the price -BrightLine- 给 BrightLine 发送悄悄话 (0 bytes) () 12/08/2024 postreply 14:10:42

SpaceX's future is more than just NASA budget. Starlink, -BrightLine- 给 BrightLine 发送悄悄话 (52 bytes) () 12/08/2024 postreply 08:49:05

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