The Milestone That May Force a Revaluation - Applied Energetics, Inc.
3 months ago
David’s Investment Notes
"AERG: Defense tech co developing ultra-short-pulse lasers for counter-drone/space defense. Approaching critical Q4 outdoor demo to reach TRL-5, unlocking $29.5B funding pool vs current $8.7B. PLAID system alone: 20K unit potential at $1M each = $1B revenue at 5% penetration. Trading at venture-stage discount despite public access."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
The Milestone That May Force a Revaluation - Applied Energetics, Inc.
Source:
David’s Investment Notes
Published:
September 22, 2025
Idea Type:
Stock Idea