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The Tactical Edge

Megatrend Investor

Strategic investment insights into Defense Tech and Edge AI. Deep dives on $OSS and the technology defining digital frontline.

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Substack
PricingOnly free issuesPublishesDaily
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

$OSS Intel Briefing | Vol. 02

The global markets have recently been rattled by “AI disruption jitters,” leading to what many are calling the “AI Scare Trade”. This volatility is not a random correction but the first seismic tremor of a fundamental shift in the artificia...

20 days ago
2
0

The Agentic Pivot

The recent volatility in global tech markets—marked by what many are now calling the “AI Scare Trade”—is not merely a random correction. It is the first seismic tremor of a fundamental shift in the artificial intelligence paradigm. While th...

22 days ago
2
0

The Defense Tech Supercycle

The year 2026 has emerged as a definitive turning point in the global security landscape. We are no longer witnessing a standard, cyclical uptick in defense spending driven by temporary geopolitical friction. Instead, we have entered a Defe...

a month ago
3
0

Authors

The writers behind this newsletter.

  • Megatrend Investor

    Deep dives into the intersection of Geopolitics, Edge AI and the next generation of Defense Tech Companies. Specialized analysis of $OSS and the disruptive technology defining 2026. Market experience since 2002; no financial advice.

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