/biz/ - Business & Finance

https://www.flightglobal.com/military-uavs/usaf-to-flight-test-skyborg-autonomous-system-at-orange-flag-this-summer/142626.article

>>29721344
People think Boeing is going to steal the Skyborg contract from Kratos when they can't even get the BATS off the ground, and their passenger jets keep falling out of the sky; meanwhile the Valkyrie has flown formation with USMC F-35Bs, Navy F-35As, and USAF F-22s.

>>29711892
Everything is tanking today and they missed earnings by two cents. Conference call was super bullish though. Organic growth in every segment, possible M&A, Starlink partnership with Microsoft. 12 Valkyrie in production and Block 2 in planning. Gremlins moving forward as well, and apparently everything about the Mako is suddenly classified which sounds bullish to me.

>UNIQUELY
>WELL
>POSITIONED

>ONLY ATTRITIBLE STEALTH DRONE IN IT'S CLASS FLYING TODAY

>GREMLIN PROGRAM SUCCEEDS IN FLYING AIRCRAFT CARRIER TESTING
>PROGRESS TOWARDS MULTIPLE-AERIAL-DOCKING

>>29522889
You expect crypto to be volatile, so you accept volatility. You don't expect stocks to be volatile, but sometimes they go can crazier than crypto.

>>29523395
Wait for ARKX to launch. If you want to buy now, average into KTOS, MAXR, SRAC, and TSM.

>>29277322
computers scale down, pilots don't

>>29257428
just buy the dip lol

Good day today. Didn't quite make up for yesterday's DOOOMPING but a firm rejection of $30 on KTOS was nice, and Cannaccord reiterated a buy on MAXR.

>>29090925
MAXR tracks from orbit, KTOS has killer stealth drone swarms. GPS guided bombs from GPS guided drones on targets identified by orbital imaging 15 times a day at 30cm resolution

Yes I have autism but I also have conviction

>>29079844
to let us buy LEAPs cheaper, the breakeven on $35Cs is now less than $40

>>28902642
there was absolutely relentless EHang and China stock shilling in general the last month or so, yes

If you see this drone though that's Kratos, they're one of my biggest positions and I bought a LEAP today

>>28380110
>vix down
>copper up
only concern is 10 year yield fren

>>28341041
>>28340924
hey guys what's going on in this thread

>>28249569
Raytheon is defense, they're suffering because of their exposure to civilian airliners though. It won't drop far but it's been doing nothing for months. I like KTOS for defense. They have swarms of AI powered stealth drone fighters.

>>28239939
The XQ-58A Valkyrie isn't explicitly designed to counter hordes of Chinese conscript piloted J-7 fighters. It just happens to be perfect for the job and ridiculously cheap compared to an F-35.

HEADS UP DRONEBOIS
250,000 SHARE SHELF OFFERING FILED
https://www.sec.gov/Archives/edgar/data/1069258/000110465921016783/tm215474-1_s3asr.htm
DON'T PANIC, MOMMY CATHIE WILL BUY ALL THE NEW SHARES

A QUICK BREAK FROM POKING THE ANTINATALIST AND MOCKING THE VIRGIN VIRGINS

KRATOS IS TRADING AT $33 IN THE PREMARKET, AN 8% GAIN

THAT IS ALL

[Moons silently]

>>28056820
Kratos sells AI powered swarms of killer stealth drones, and laser weapons for the Navy

>>27962471
If the Communists invade Taiwan defense stocks like KTOS (and to a lesser extent MAXR) will skyrocket

>>27762380
I like KTOS and hold both it and NOC, but the only shit I can talk about RTX is that it crabs forever and has too much commercial airline exposure

I like the drone stock, SEC can suck my laser cock

>AI controlled swarms of stealth fighter drones
>laser point defense weapons
>cybersecurity
>space systems
What stock could possibly give me exposure to all of these?