Possible scenario
Ethics Backlash
15% Chance
The panel's composition draws criticism because Musk-linked SpaceX has critical Pentagon and NASA contracts, while Palmer Luckey's Anduril competes for autonomous-systems work. The controversy slows implementation but is unlikely to derail the broader Pentagon push into autonomy.
Secondary impacts
- Industrials -0.4%
- Technology -0.3%
Tickers
- SPCX-1.7%
- PLTR-0.9%
- TSLA-0.3%
Portfolio impact
S&P 500-0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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