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This company is building “eyes” for the battlefield 📡

Radar, AI video analytics, and autonomous systems are now under one roof.

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Hey Folks, Jeff Bishop here,

Stock futures slipped a bit Sunday night after another huge week for the market.

The Nasdaq just logged its sixth straight weekly gain, the S&P pushed to fresh all-time highs, and traders are now trying to figure out whether rising oil prices and more tension with Iran could spark another round of volatility this week.

Now all eyes turn to inflation data.

We’ve got CPI and PPI both on deck over the next few days, plus another round of earnings from major companies before the bell.

But while Wall Street debates inflation and geopolitics, I’ve been crushing my “tactical trade” ideas lately.

One of Tuesday’s ideas jumped 15% intraday.

Wednesday produced two separate winners, one ripped 19%, the other surged 22%.

And Thursday’s idea surged more than 20% intraday:

To kick off the trading week, I’m focused on a small defense technology company that looks like it could be entering a completely different phase of growth.

What caught my attention here is how quickly this company has evolved over the past year…

The company is building what appears to be a full AI-driven battlefield intelligence platform, combining radar systems, computer vision, autonomous drones, and real-time edge AI into one integrated stack.

The company is trying to help military and security operators detect, classify, track, and respond to threats faster than traditional systems can.

Last year, the company completed a live-fire desert trial in Abu Dhabi using its next-generation radar and AI targeting systems under active operational conditions.

In April, it booked its first commercial defense order from Latin America.

And just weeks ago, it acquired an AI video intelligence platform that was independently valued at roughly $60 million.

That acquisition added behavioral analytics, forensic video search, autonomous alerting, and edge-based AI capabilities to the company’s existing defense stack.

Overall, the company has been aggressively expanding through acquisitions and strategic investments.

One pending transaction would bring in an aerospace manufacturer tied to Iron Dome and Israel’s Barak 8 missile defense system.

Another deal targets advanced stereo vision and thermal imaging technology designed for autonomous navigation and battlefield awareness.

This is no longer just a “one product” company.

It’s becoming a multi-layered AI defense platform spanning RF sensing, computer vision, autonomous drones, and battlefield analytics.

Meanwhile, the stock has pulled back from its highs earlier this year.

Shares traded above $15 back in January.

Now shares are hovering near the $6 range, even as the company continues announcing acquisitions, partnerships, financing deals, and new defense initiatives.

Clearly, there’s a disconnect, and it’s one that I think deserves a close look today.

To Your Success,

(ALL are welcome)

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