Apr. 9 at 1:26 PM
$ANDURIL $PLTR $LMT $NOC $RTX @JohnEss @KCspec @AfroJoe
🚨 Andromeda IDIQ — Who Actually Won 🚨
💰 Total ceiling:
$1.843B through ~2036
Anduril • Astranis • BAE Systems • General Atomics • Intuitive Machines • L3Harris • Lockheed Martin • Millennium Space Systems • Northrop Grumman • (and more)
🔥 Bigger picture 🤖 AI is consolidating FAST
Anthropic is eating everyone’s lunch right now, chewing through software margins, compressing entire categories
💡 So what’s left?
➡️ Hardware
➡️ Regulated supply chains
➡️ Gov-backed ecosystems
🇺🇸 Especially when federal rules dictate:
• where it’s built
• who builds it
• what it’s made from
🎯 Translation:
Defense is a hand-picked club
✔️ Trusted vendors
✔️ Cleared supply chains
✔️ National security relevance
Anduril is in that club ✅
More importantly:
🚀 It’s one of the ONLY ones:
• still small enough to hyper scale
• with a platform (Lattice + autonomy) scaling both
software + hardware
• AND a TAM expanding with global defense demand