Sign up to save your podcasts
Or
Share Episode 228: AI Defense, Software Shakeups, and the Iran Conflict
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 228: AI Defense, Software Shakeups, and the Iran Conflict
In this episode of The Chinchilla Picking Podcast, David Underwood and Brandon Beaver dive into the massive financial and geopolitical shifts hitting the market in March 2026. From the Pentagon’s latest multi-billion dollar AI deal with Palantir to the radical new billing models at Broadcom and Salesforce, the landscape of tech investing is changing fast.
Highlights include:
The Pentagon’s New "Maven" System: Why Palantir’s Maven AI is now the "Holy Grail" for defense contractors.
Broadcom & Salesforce Pivot: A breakdown of the shift from "per-person" to "per-core" and "per-conversation" billing as AI agents begin to replace human seats.
Oil and the Iran War: Forecasting the impact of Middle East hostilities on oil prices, interest rates, and the potential for a "soft landing".
Stock Picks & Shorts: Brandon and David share their outlooks on Nvidia, Google, Microsoft, and specialized tickers like SCO for shorting oil.
View all episodes
By Brandon Beaver and David UnderwoodIn this episode of The Chinchilla Picking Podcast, David Underwood and Brandon Beaver dive into the massive financial and geopolitical shifts hitting the market in March 2026. From the Pentagon’s latest multi-billion dollar AI deal with Palantir to the radical new billing models at Broadcom and Salesforce, the landscape of tech investing is changing fast.
Highlights include:
The Pentagon’s New "Maven" System: Why Palantir’s Maven AI is now the "Holy Grail" for defense contractors.
Broadcom & Salesforce Pivot: A breakdown of the shift from "per-person" to "per-core" and "per-conversation" billing as AI agents begin to replace human seats.
Oil and the Iran War: Forecasting the impact of Middle East hostilities on oil prices, interest rates, and the potential for a "soft landing".
Stock Picks & Shorts: Brandon and David share their outlooks on Nvidia, Google, Microsoft, and specialized tickers like SCO for shorting oil.