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Bullish Ideas
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Recent Activity
"So, the future of warfare is autonomous. It's cheap. It's mass-produced. And it's designed to be expendable. Think about it. Why the hell would you send a 150 million F-35 into contested airspace when you could send 15 drones that cost 10 million each and don't have anybody in them? You got 14 more. This is called Atrible Warfare and Kratos is the leader in this. Their flagship product is the XQ58 Valkyrie, a high subsonic jet drone designed as a loyal wingman for manned fighters. The US Marine Corps just designated the Valkyrie as an official program of record, which means recurring federal budget funding and a long-term contract."
The speaker highlights KTOS as a compelling trade opportunity in the defense technology sector, emphasizing its leadership in autonomous warfare and the secured recurring funding through an official military designation.
Sentiment
