Geopolitics Alpha

The US Navy just told us what’s on its tech wish list for the next several years

Published . Updated .

Navy CTO Justin Fanelli talks co-investing alongside VCs instead of funding early research himself, recent buys like a $562 million autonomous refueling deal, and the Navy's updated wish list — from AI to quantum — for where founders should be building next.

Directly affected

  • QMCO Quantum

    Named in this report.

Indirectly affected

  • CHAT Roundhill Generative AI & Tech

    GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: tech, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • HCAI HUACHEN AI PKG MGMT TECH HLDG

    GA selected HCAI as a RELATED security because its canonical security name directly matches this event's themes: tech, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • NXTT NEXT TECHNOLOGY HOLDING INC

    GA selected NXTT as a RELATED security because its canonical security name directly matches this event's themes: technology, next. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AAL AMERICAN AIRLINES GROUP INC

    GA selected AAL as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BRUN BOOST RUN INC CL A COM

    GA selected BRUN as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CDLX CARDLYTICS INC COM NEW (DE)

    GA selected CDLX as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
QMCO———————
CHAT———————
HCAI———————
NXTT———————
AAL———————
BRUN———————
CDLX———————

How far Roundhill Generative AI & Tech (CHAT) has moved since 19 Sep 2026

Since the first closing price after “The US Navy just told us what’s on its tech wish list for the next several years,” Roundhill Generative AI & Tech (CHAT) is -14.26%. The S&P 500 fund (SPY) is -0.89% over the same days, a -13.37% difference versus the market.

CHAT
SPY

Who gains and who loses around Roundhill Generative AI & Tech (CHAT)

Companies tied to this story

  • CHAT Roundhill Generative AI & Tech

    For “The US Navy just told us what’s on its tech wish list for the next several years,” Roundhill Generative AI & Tech (CHAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: tech, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • HCAI Huachen AI Parking Management Technology Holding

    In “The US Navy just told us what’s on its tech wish list for the next several years,” Huachen AI Parking Management Technology Holding (HCAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected HCAI as a RELATED security because its canonical security name directly matches this event's themes: tech, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NXTT Next Technology Holding

    In “The US Navy just told us what’s on its tech wish list for the next several years,” Next Technology Holding (NXTT) is linked, with no stored direction, medium confidence. Reason on file: GA selected NXTT as a RELATED security because its canonical security name directly matches this event's themes: technology, next. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AAL American Airlines Group

    For “The US Navy just told us what’s on its tech wish list for the next several years,” American Airlines Group (AAL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AAL as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BRUN Boost Run

    For “The US Navy just told us what’s on its tech wish list for the next several years,” Boost Run (BRUN) is linked, with no stored direction, medium confidence. Reason on file: GA selected BRUN as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CDLX Cardlytics

    For “The US Navy just told us what’s on its tech wish list for the next several years,” Cardlytics (CDLX) is linked, with no stored direction, medium confidence. Reason on file: GA selected CDLX as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Roundhill Generative AI & Tech (CHAT)

Roundhill Generative AI & Tech (CHAT) is the company in “The US Navy just told us what’s on its tech wish list for the next several years,” the 19 Sep 2026 this story story.

For Roundhill Generative AI & Tech (CHAT), the reason on file says GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: tech, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Huachen AI Parking Management Technology Holding (HCAI) is here too. Its reason reads: GA selected HCAI as a RELATED security because its canonical security name directly matches this event's themes: tech, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Roundhill Generative AI & Tech (CHAT)

CHAT traded between 78.71 and 96.70 across 20 sessions. The latest close on file is 80.30. HCAI traded between 0.21 and 0.70 across 20 sessions. The latest close on file is 0.21. NXTT traded between 4.82 and 6.83 across 20 sessions. The latest close on file is 5.12.

What the saved facts support for Roundhill Generative AI & Tech (CHAT)

100 out of 100

“The US Navy just told us what’s on its tech wish list for the next several years” scores 100 out of 100. The score uses 6 linked companies.