Update: Applied Energetics (AERG)
12 months ago
David’s Investment Notes
"AERG: USPL tech leader for defense against hypersonics, drones & sensors. MOU w/ Kord validates. DoD contracts (Marines, Army, Navy) show progress. Low SWaP, high precision. Risks: funding, execution, competition. Valuation potential $1.4B-$14B+. Catalysts: field tests, partnerships, contracts, uplisting. Space opportunity 10x terrestrial."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Update: Applied Energetics (AERG)
Source:
David’s Investment Notes
Published:
January 3, 2025
Idea Type:
Stock Idea