The "Phonetic Kill Switch," AI Hardware Bans, and the $10B Evolve Contract
While the market panicked over Booz Allen Hamilton’s security headlines, institutional investors were aggressively accumulating shares. In this episode, we uncover the "Shadow Radar" investing strategy that ignores the news cycle to follow the institutional plumbing.
The $10 Billion "Evolve" Contract: How the State Department is consolidating IT services to a select few (BAH, Leidos, SAIC).
The AI Hardware Crisis: Why the Bureau of Industry and Security (BIS) "case-by-case" review policy is freezing billions in chip inventory.
Regulatory Traps: The story of Arrow Electronics and the "Phonetic…
The skinny
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