On June 25th, the Department of War released a PR email about the Investment Intelligence Center, a public dashboard tracking more than $6.5 billion in national-security capital across hundreds of investments. In this episode of Core Sample, I walk through what the map shows, what it confirms about the industrial-base rebuild thesis, why the recent commodity selloff doesn’t break the signal, and what critical materials companies need to understand about the governance and cyber expectations that come with moving closer to defense contracts.

In This Episode

• What the Investment Intelligence Center is and why it matters for anyone tracking industrial-base capital

• The focus areas the government has flagged as national-security pressure points

• Why government capital is a signal, not just money

• The fiscal constraint: rebuilding industrial capacity under rising debt and defense spending

• Why the selloff in gold, silver, and oil doesn’t end the thesis and the better questions to ask

• The missing capital-markets story: why resource and industrial-base companies aren’t getting the IPO attention they may deserve

• CMMC phase mandated November 2025, now managed by ISACA what that means

• Why cyber readiness is operational readiness, not a side project

Sources Referenced in This Episode

• Department of War Investment Intelligence Center press release, June 25, 2026 (war.gov) - The link in the press release - https://www.businessdefense.gov/investments.html

• Sturnella Signals Newsletter — news.sturnellahq.com

• ISACA — Information Systems Audit and Control Association (isaca.org) (https://www.isaca.org/credentialing/cmmc)

Resources

• EDGAR: sec.gov

• SEDAR+: sedarplus.ca

• Defense SBIR/STTR Innovation Portal: dodsbirsttr.mil

• Sturnella Signals Newsletter: news.sturnellahq.com

• Find Sturnella: sturnellahq.com

• Myrtus career strategy: myrtushq.com

Connect

To connect with Sydnie or learn more about Sturnella’s work in capital markets cybersecurity and governance, reach out at [email protected].

Disclaimer

Everything on Core Sample is for informational and educational purposes only. Nothing here constitutes investment advice, financial advice, legal advice, or a recommendation to buy or sell any security. Sturnella LLC is a capital markets cybersecurity and governance advisory firm and not a registered investment adviser, broker-dealer, or financial institution. Always work with a licensed professional who knows your specific situation before making any investment decision. Pull up a chair and do your homework.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit sturnellahq.substack.com