FELIX PREHN DAILY MARKET NEWS By Goat Academy · Felix Prehn

Felix Prehn - Leaked: Trump’s Defense Stocks - The Investment Opportunity of a Lifetime!? + Stock Market News 30 December 2025 (Goat Academy)

·26 min·1 clip

Palantir is being framed as the software backbone of Trump’s AI-powered defense and border systems.

1. FELIX PREHN DAILY MARKET NEWS By Goat Academy focuses on Trump’s $1 trillion defense budget and the stocks that may benefit. 2. Felix Prehn presents the episode as the work of an ex-investor and banker, co-founder of Goat Academy and Tradevision.io, with Winston as a recurring on-air sidekick. 3. The episode asks what investors should buy if Trump’s defense priorities shift money toward AI, drones, missile defense, and domestic manufacturing. 4. Felix says the new defense authorization bill is worth about $1 trillion and marks the biggest shift in defense spending priorities since World War II. 5. He breaks the policy into three lanes: homeland security, reshoring critical minerals, and next-generation weapons. 6. Homeland security includes a “smart wall” with advanced surveillance technology, ground sensors, and AI systems. 7. The “Golden Dome for America” is described as a next-generation missile-defense shield for the entire United States. 8. He says the administration is also pushing manufacturing back to the United States by banning some critical minerals from foreign sourcing. 9. Felix describes hypersonic missiles, laser weapons, and AI battlefield decision tools as the next-generation weapons segment. 10. He repeatedly warns that timing, position size, and sell discipline matter as much as choosing the right ticker. 11. Palantir is presented as the software layer that connects satellites, drones, radar, and intelligence reports into a single battlefield picture. 12. He says Palantir is explicitly tied to the smart wall and has a 10-year, $10 billion U.S. Army contract plus a $1 billion AI deal with the UK Ministry of Defense. 13. AeroVironment is described as a maker of Group 3 and Group 4 military drones, not consumer drones. 14. Felix says the Army is moving drones from specialized units to ordinary infantry squads, which could expand demand. 15. Lightpath Technologies makes optical components and domestic U.S. germanium, which he says matters after the 2026 NDAA bans military purchases from China and Russia. 16. ONDS is framed around electronic warfare, drone jamming, autonomous border protection, and the Safer Skies Act for local law enforcement. 17. RTX is linked to Patriot missile systems, hypersonic weapons, and government-secured Patriot III spending through 2032. 18. Kratos, Enlite, KDEF, Rocket Lab, and ASTS Mobile are used to extend the list into unmanned aircraft, high-power lasers, Korean shipbuilding, missile-defense satellites, and space-based communications. 19. The tone is a fast, sales-oriented market walkthrough with repeated ticker callouts, policy explanations, and occasional jokes about military tech and analyst ratings. 20. Investors who want defense names with policy catalysts may like it; listeners seeking a cautious, non-promotional market briefing may skip it.

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