With the US administration proposing a record $1 trillion defense budget, where can investors find companies poised to benefit? Jon Brown looks at Liberty Defense (TSXV: SCAN), a high-tech security company whose AI-powered weapon screening technology, Hexwave, directly aligns with the government's focus on enhanced security.
Then, Trevor Abes explores a more data-driven way to invest in the crypto market. He makes the case for Galaxy Digital (TSX: GLXY), a diversified and profitable digital asset powerhouse, arguing that investing in such "picks and shovels" companies is a smarter way to gain exposure to the volatile crypto space.
This Episode's Picks:
Liberty Defense Holdings (TSXV: SCAN): A security technology company developing the AI-driven Hexwave system for concealed weapon detection. A high-risk play positioned to potentially benefit from increased government defense spending.
Galaxy Digital Holdings (TSX: GLXY): A major, profitable player in the digital asset space with diversified operations in trading, asset management, and Bitcoin mining, making it a "picks and shovels" investment on the entire crypto ecosystem.
Topics Discussed:
- The impact of the US defense budget on security technology stocks.
- AI's role in next-generation security screening.
- Analyzing high-risk, high-reward investment opportunities.
- Data-driven approaches to investing in the crypto sector.
- The "picks and shovels" strategy for gaining exposure to a market.
- Identifying profitable companies in the digital asset space.
Further Reading & Resources:
- First-ever proposed $1 trillion defence budget recognizes escalating threats
- Five profitable crypto stocks creating value from digital assets
- This week’s picks: TSXV:SCAN | TSX:GLXY
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Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.
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