Final week, new data leaked about one thing Trump spent loads of time speaking about throughout his marketing campaign…
A large house undertaking that might change the way forward for protection.
Establishing this “Golden Dome” turned considered one of Trump’s first official acts after he returned to the White Home.
And it appears to be a giant precedence for the administration.
At present, we’re going to take a better have a look at this undertaking as a result of there’s so much right here to unpack.
And if issues play out like I consider they may….
Trump’s Golden Dome might ignite one other house race just like the one we skilled through the Chilly Warfare.
What Is the Golden Dome?
On January 27, 2025, Trump signed an government order directing the army to start development of a next-generation missile protection defend for america….
What’s now often called Trump’s “Golden Dome.”
This government order authorizes the U.S. to construct a community of a whole lot — probably greater than 1,000 — satellites that will circle the Earth to identify and shoot down incoming missiles earlier than they attain American soil.
A few of these satellites could be armed with lasers or high-speed missiles. Others could be in command of monitoring threats in actual time.
And I’ve to confess, it sounds fairly cool. It jogs my memory of Reagan’s “Star Wars” missile protection program that by no means bought constructed.
However this type of futuristic protection system received’t come low cost.
In line with sources near SpaceX, simply the early work of designing and launching the satellites might hit as much as $10 billion.
And that’s solely scratching the floor of how a lot this Golden Dome undertaking might finally price.
The total program may find yourself requiring the U.S. authorities to spend a whole lot of billions of {dollars} by the point it’s up and working.
And that’s the place issues get slightly janky.
As a result of this isn’t simply going to be a authorities undertaking. It’s anticipated to be a partnership between the Pentagon and personal tech corporations.
In line with current information leaks, Elon Musk’s SpaceX is the frontrunner to guide the satellite tv for pc launches.
Palantir would apparently work on software program that might monitor threats in real-time.
And Anduril, a startup targeted on autonomous weapons, is likely to be constructing the precise orbital interceptors. These are the satellites that will likely be armed with lasers or missiles.
I’ve blended emotions about this plan.
On the plus facet, a partnership with non-public corporations ought to pace up the undertaking’s deployment.
For a program like this, I would really like the federal government to function extra like Silicon Valley than its typical Washington, D.C paperwork.
However I’m involved that this partnership would give non-public corporations an excessive amount of management over U.S. protection.
And it’s notably regarding when you perceive how the undertaking is predicted to be arrange.
As an alternative of the U.S. proudly owning all the things, SpaceX needs to promote entry to the system like a subscription service. Consider it like Netflix for missile protection.
That appears extraordinarily dangerous to me.
If the U.S. doesn’t absolutely personal the tech, it might get locked into long-term funds with out full management over how the undertaking is run.
This might result in a scenario the place nationwide protection selections are dictated by company pursuits.
For instance, what occurs if there’s a disagreement between the U.S. authorities and an organization like SpaceX about who will get entry to this method or the way it’s used?
Or what if SpaceX decides to hike the value or restrict capabilities to sure areas?
It’s not onerous to think about a future the place Congress is caught debating subscription charges whereas missiles are already within the air.
However there’s one other facet of this “Golden Dome” undertaking that few persons are speaking about.
I consider the Golden Dome is about to ignite a brand new house race.
And that’s each extremely regarding resulting from its international implications…
And extremely thrilling for the chance it presents to traders.
House Race 2.0
If the U.S. begins placing weapons in house, different international locations are going to note.
China and Russia are already nervous about U.S. house energy. The truth is, Russia has known as the Golden Dome a risk.
Each international locations are working to construct on their very own hypersonic missiles, that are designed to sneak previous conventional protection techniques.
If the U.S. instantly rolls out a system that may detect and destroy these missiles from orbit, it’s fairly straightforward to foretell what’s going to occur subsequent…
China and Russia will begin constructing their very own house techniques.
Frankly, I count on China is already planning to construct its personal international satellite tv for pc protection system. They usually’re most likely already engaged on anti-satellite weapons to knock U.S. satellites out of the sky.
And if we do construct the Golden Dome, it’s virtually sure that a few of our allies will wish to plug into it to remain protected.
If NATO international locations take part, that will pressure international locations like Iran or North Korea to choose sides too.
That’s the domino impact that might trigger the Golden Dome to ignite a second house race.
In spite of everything, we’ve seen this similar sample play out earlier than.
Again within the Chilly Warfare, the U.S. and Soviet Union rushed to construct up their house packages.
When the Soviets launched Sputnik, the U.S. answered with Apollo.
In 1971, the Soviets launched the world’s first house station, Salyut 1.
And the U.S. responded with Skylab simply two years later.
At present’s model of this escalation is likely to be SpaceX versus China’s state-run satellite tv for pc builders like CASIC.
However this time it’s not simply going to be about satisfaction or science.
It’ll be about international dominance.
Right here’s My Take
Worldwide treaties ban weapons of mass destruction in house, however the Golden Dome isn’t fairly that.
Nonetheless, it’s shut sufficient to trigger main arguments on the U.N.
Which means there will likely be some hills to climb earlier than this undertaking will get off the bottom.
However I consider it’s more likely to go ahead.
If it does, the total model of the Golden Dome might be up and working as quickly as 2030. Some elements may even go stay as quickly as subsequent yr.
In the meantime, over 180 different corporations have expressed curiosity in serving to construct it at this time.
And I’m not simply speaking about conventional military-industrial giants like Raytheon and Lockheed Martin.
That’s why some are saying this might be the second Silicon Valley lastly breaks into big-league protection.
It may be a boon for traders.
As a result of if the U.S. goes all-in on the Golden Dome and different international locations are pressured to react, it means a ton of cash will likely be poured into rocket launches, satellite tv for pc monitoring and house weapons.
In different phrases, the Golden Dome might find yourself boosting a complete sector of house and protection tech.
It might change into an trade of itself.
And just like the early days of the web or smartphones, the most important winners of this house race would be the ones who leap in early.
We’re already seeing this occurring throughout the house sector of the Excessive Fortunes portfolio.
Only recently, we noticed main validation for one key holding touchdown important new authorities enterprise…
Whereas one other firm in our portfolio stands to profit massive time if this Golden Dome undertaking will get finalized.
If you happen to’re not a member of Excessive Fortunes already, you must take into account becoming a member of us at this time!
Regards,
Ian KingChief Strategist, Banyan Hill Publishing
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