Electronic Warfare Investment Thesis

Electronic warfare is moving from a specialist domain into a foundational layer of modern force structure. Capital is following.

Why now

The pace of spectrum innovation in recent conflicts has exposed how thin Western EW capability has become. Procurement is now treating EW as foundational, not specialist. The investable layer includes sensing, software, and integration.

Where I focus

Spectrum sensing and signals intelligence
Adaptive jamming and protection systems
Software-defined radio and rapid waveform development
Integration into autonomous platforms and counter-UAS

https://niklaslindahl.com/thesis/defense-tech/electronic-warfare