A video from ZipTrader with 861K subscribers laid out a clear thesis: major global conflicts create noise for retail investors, but opportunity for institutions.

The U.S. is now deep into a military campaign in the Middle East. Missiles, drones, counter-strikes, the situation is escalating quickly. Historically, markets often react with fear first. Then capital rotates.

The bigger themes matter more than the daily headlines. Wars tend to be inflationary. Defense spending accelerates. Budgets that were supposed to roll out over years get compressed into months. And in modern warfare, technology is not optional, it’s central.

This isn’t a tank-and-troop conflict. It’s drones, AI systems, data fusion, and directed energy weapons.

With that in mind, here are three stocks positioned around those structural themes.

If modern warfare is driven by data, Palantir is the hub of it all.

Palantir creates software systems that the US military and intelligence agencies use to manage data in real-time on the battlefield. Satellites, drones, signals, movements of troops – all of it needs to be synthesized into a useful decision-making tool, and that is what Palantir does.

The scale of current operations across multiple regions requires coordination at a level that didn’t exist decades ago. Software-driven command systems are no longer experimental. They are embedded.

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From a numbers standpoint, Palantir has already been growing quickly. Revenue and earnings have shown strong year-over-year expansion, and commercial growth has accelerated alongside government contracts.

If defense budgets expand further, especially with AI allocation embedded into them, Palantir is structurally positioned to benefit.

This is not just a short-term trade thesis. The shift toward AI-driven defense infrastructure is long cycle in nature.

Missiles are expensive. Drones are cheap.

That imbalance is forcing militaries to rethink defense systems. Shooting down a low-cost drone with a million-dollar missile doesn’t scale. Directed energy weapons, high-powered lasers, change that equation.

LSR designs and manufactures high-energy laser systems used for aerospace and defense applications. These systems can neutralize drones and incoming threats at a fraction of the cost per use compared to traditional interceptors.

Over the last few quarters, sales have picked up and the company’s cash position has tightened up in a good way. It’s also rolled out more powerful laser systems, which shows it’s not standing still. With more attention on stopping drones efficiently, that kind of upgrade comes at the right time.

If drone warfare continues to define modern conflict, laser-based defense becomes more economically attractive. That’s the core thesis here.

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If today’s warfare is driven by information, Palantir is right in the middle of that flow.

The company builds software used by the U.S. military and intelligence teams to sort through massive amounts of real-time data. Satellite feeds, drone footage, intercepted signals, troop positions, it all has to be pulled together into one clear picture so leaders can make decisions quickly. That’s where Palantir fits in.

Lately, it has secured several large contracts worth millions to supply U.S. defense units. New orders have been coming in faster, and the business just posted its first profitable quarter, which marks an important step forward.

The key idea is drone procurement cycles are expanding. Domestic manufacturing of compliant components becomes critical during geopolitical tension.

This is a smaller-cap name, which means higher volatility. But it also means higher sensitivity to contract growth and defense spending acceleration.

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Defense budgets were already climbing before this conflict intensified. Now timelines are compressing.

When military operations expand, spending does not remain flat. It compounds. AI systems, drone fleets, counter-drone lasers, intelligence software, these are not optional upgrades. They are core infrastructure for modern warfare.

Retail investors often react emotionally during conflict. Institutional capital tends to evaluate which industries see durable funding expansion.

March 2026 may prove to be one of those moments where long-term structural themes matter more than short-term volatility.

As always, do your own research. High-growth defense and tech names carry risk. But when budgets expand and technology adoption accelerates, certain companies move from optional to essential. And that’s where capital usually follows.

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