https://resiliencealpha.com/ Geopolitical intelligence for investors — one issue every day. Where conflict meets capital. en https://resiliencealpha.com/issue-02.html https://resiliencealpha.com/issue-02.html Sat, 10 Oct 2026 07:00:00 -0400 Defense Industrial The Pentagon committed up to $6.3 billion for one kind of missile on October 8. It is the third such award in three months, and the three total roughly $90 billion. Demand is not the question. Congress is. https://resiliencealpha.com/issue-01.html https://resiliencealpha.com/issue-01.html Thu, 15 May 2025 07:00:00 -0400 Silicon Sovereignty High-bandwidth memory is the bottleneck for the entire AI industry. Three companies control the world's supply. Two are Korean. The third is based in Boise, Idaho — and it might be the most overlooked infrastructure investment of the decade.