Based on the new contracts this company get from the GOV

This stock isn't that expensive. I know PE is super high. But with their new AI model, on boarding a new client is so much cheaper than before). 

The new defense budge of NATO will benefit this one so much. 

Another company (Anduril) might IPO next year, that is the one your really want to get onto it. 

所有跟帖: 

Can’t agree more -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 08/04/2025 postreply 13:28:50

Anduril 早期還是我的客戶, 跟Matt Grimm 見過麵 :) -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 08/04/2025 postreply 13:44:31

完全沒想到他們發展的這麽快, 當時他們就是搞些軍方野戰信息做戰中心 -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 08/04/2025 postreply 13:45:14

沒加入可惜了 -越王劍- 給 越王劍 發送悄悄話 越王劍 的博客首頁 (0 bytes) () 08/04/2025 postreply 13:50:11

哈哈哈,隻是客戶而已:)現在他們在老川這一波政策下要發了 -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 08/04/2025 postreply 13:52:41

越王劍老大到時候記得喊!老白我也想玩一次ipo,嘻嘻 -HappyWed- 給 HappyWed 發送悄悄話 (0 bytes) () 08/04/2025 postreply 14:02:55

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