EPISODE · Mar 16, 2026 · 32 MIN
Anduril's $20B Contract and a Big Week Ahead: GTC, the Fed, and Defense Tech
from Rigatoni Capital Podcast · host Colin Santucci
Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.The goal is to own a portfolio of great assets, stocks and Bitcoin, and hold them long enough to let compounding work. Wealth is not built by trading in and out of positions. It is built by buying quality and staying patient.This week is a big one. Nvidia GTC kicks off today in San Jose, with CEO Jensen Huang delivering his keynote this morning in front of 30,000 attendees from 190 countries. The AI infrastructure world is watching closely for updates on Vera Rubin, new chip generations, and where the agentic AI buildout goes next. I also cover my new Substack post on the Next Defense Industrial Revolution and what the US Army's $20 billion contract with Anduril means for the broader defense tech thesis. The modern battlefield is being redefined by software and AI and this contract is one of the clearest signals yet that the government knows it.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #investing101 #personalfinance #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #NvidiaGTC #GTC2026 #JensenHuang #AI #DefenseTech #Anduril #DefenseStocks #ArtificialIntelligence #defenseindustrialrevolution #semiconductors #RigatoniCapital$NVDA $LMT $RTX $PLTR $ITA $QQQ
What this episode covers
Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.The goal is to own a portfolio of great assets, stocks and Bitcoin, and hold them long enough to let compounding work. Wealth is not built by trading in and out of positions. It is built by buying quality and staying patient.This week is a big one. Nvidia GTC kicks off today in San Jose, with CEO Jensen Huang delivering his keynote this morning in front of 30,000 attendees from 190 countries. The AI infrastructure world is watching closely for updates on Vera Rubin, new chip generations, and where the agentic AI buildout goes next. I also cover my new Substack post on the Next Defense Industrial Revolution and what the US Army's $20 billion contract with Anduril means for the broader defense tech thesis. The modern battlefield is being redefined by software and AI and this contract is one of the clearest signals yet that the government knows it.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #investing101 #personalfinance #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #NvidiaGTC #GTC2026 #JensenHuang #AI #DefenseTech #Anduril #DefenseStocks #ArtificialIntelligence #defenseindustrialrevolution #semiconductors #RigatoniCapital$NVDA $LMT $RTX $PLTR $ITA $QQQ
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Anduril's $20B Contract and a Big Week Ahead: GTC, the Fed, and Defense Tech
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