Jun. 9 at 3:41 PM
$OSS “If the stock drops but the thesis improves, don’t let the stock price make the decision for you.”
*Record bookings and a 1.8 book-to-bill ratio.
* Strong cash position and no debt.
* Growing Navy business.
* Potential Army 360° situational awareness opportunity.
* Exposure to AI at the edge, defense, robotics, and other markets.
* A world that is spending more on defense and AI infrastructure, not less.
