[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![CapstackCapital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1151500007129800707.png) Rightsized CapStack Capital [@CapstackCapital](/creator/twitter/CapstackCapital) on x XXX followers
Created: 2025-07-18 00:44:12 UTC

@microvoltaire Research shows that in a war with China, the U.S. would exhaust its missile supply in ~8 days. Frankly I wanna be apart of that supply chain any way I can and ideally exposure to Anduril, which mgmt hinted at a couple quarters ago.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946008065897050203/c:line.svg)

**Related Topics**
[china](/topic/china)

[Post Link](https://x.com/CapstackCapital/status/1946008065897050203)