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News on portfolio companies and sectors we cover

America 2030 at Tectonic Defense Summit
Edoardo Zarghetta Edoardo Zarghetta

America 2030 at Tectonic Defense Summit

America 2030 is attending the Tectonic Defense Summit in Austin on March 11–12, 2026, a conference focused on defense innovation, autonomy, military modernization, and the capital formation behind next-generation defense and security companies. The event agenda includes themes directly relevant to the fund’s mandate, including autonomy at sea, drone defense, missile and munitions scaling, Indo-Pacific strategy, and growth capital for emerging defense primes.

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Google Settlement Is Positive for Epic Games
Edoardo Zarghetta Edoardo Zarghetta

Google Settlement Is Positive for Epic Games

For Epic’s existing shareholders, the settlement is favorable because it accelerates Android revenue recovery, lowers take rates, strengthens Epic’s store distribution model, and removes a long-running legal overhang. The strongest shareholder-positive points are the faster return of Fortnite to mainstream Android distribution, lower effective fees, and the end of global litigation uncertainty.

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Invest in SMR Companies - February 2026
Edoardo Zarghetta Edoardo Zarghetta

Invest in SMR Companies - February 2026

The article summarizes each company’s jurisdiction, reactor technology, fuel type, development stage, and most recently disclosed valuation, based on publicly available information and industry disclosures as of 2024–2026.

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Shield AI vs. Anduril
Edoardo Zarghetta Edoardo Zarghetta

Shield AI vs. Anduril

Shield AI and Anduril pursue distinct but complementary go-to-market strategies in defense technology. Shield AI proves full autonomy in elite, high-risk environments while Anduril scales vertically with integrated hardware and software systems. They operate at different layers of the modern defense stack, reshaping how missions are detected, assigned, and executed autonomously.

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2025 Q4 Market Commentary
Edoardo Zarghetta Edoardo Zarghetta

2025 Q4 Market Commentary

After a sustained rebound in private company valuations in 2024, during the most recent year the largest, most actively traded private growth stage companies knocked out of the park, with 2025 surpassing even the heady gains observed in 2021.

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Buy SpaceX Stock?
Edoardo Zarghetta Edoardo Zarghetta

Buy SpaceX Stock?

A rocket stands on the launch pad, engines quiet, countdown paused somewhere in the middle. That’s SpaceX’s valuation today. Loaded with fuel. Cleared for ascent. But waiting for the next ignition sequence.

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America 2030 Founder Shares end on December 30, 2025
Edoardo Zarghetta Edoardo Zarghetta

America 2030 Founder Shares end on December 30, 2025

You can imagine America 2030 as a polished metal capsule sitting in the palm of your hand.
A compact, precision-engineered instrument.
Every piece designed to do exactly one thing: turn the next decade of American hard-tech into real, liquid returns.

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DoD’s “Arsenal of Freedom” Doctrine Catalyzes Growth for Defense Tech Investors
Edoardo Zarghetta Edoardo Zarghetta

DoD’s “Arsenal of Freedom” Doctrine Catalyzes Growth for Defense Tech Investors

Secretary of War Hegseth’s “Rebuild the Arsenal of Freedom” speech underscores sweeping defense acquisition reforms that align tightly with America 2030 Fund’s investment in late-stage dual-use technology companies. Faster pathways to procurement, export expansion, and industrial base revitalization set the stage for outsized returns.

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SMR Stock Report
Edoardo Zarghetta Edoardo Zarghetta

SMR Stock Report

Comprehensive SMR investment analysis comparing Last Energy, Radiant, and Newcleo for private market investors. Last Energy leads with $32B commercial agreements, UK regulatory approval, and 2026 deployment timeline. Radiant secured $225M funding with DOE partnerships. Newcleo targets European markets with €535M raised. Includes funding comparison, risk assessment, and investment recommendations for the rapidly growing small modular reactor sector.

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