AERG - A Quick Update + Interactive Financial Model
6 months ago
David’s Investment Notes
"AERG (update): DoD needs USPL tech, AERG offers best solution with 5 variants ready for July demos. If successful, production deployment follows. Conservative model shows significant undervaluation even in modest scenarios. Doesn't include potential upside in manufacturing, healthcare & agriculture applications beyond DoD use-cases."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
AERG - A Quick Update + Interactive Financial Model
Source:
David’s Investment Notes
Published:
June 20, 2025
Idea Type:
Stock Idea