From a technical standpoint, this is a time to be a cautious buyer, as measuring the potential risk when considering any new positions is more important than thinking about any potential reward.
Epstein commissioned a detailed statistical assessment of the correlation between Pentagon technology spending and various potential drivers in 2005, measuring which factors were most intimately linked with the rise and fall of weapons outlays all the way back to 1955.
Things like measuring and reducing attack surface, self-defending data, damage-potential effort ratios, fully homomorphic encryption, and end-to-end message confidentiality.