May. 6 at 1:49 AM
$ANDURIL
Then zoom out:
THE BIG 3 GOLDEN DOME STACK:
SpaceX → launch, satellites, Starshield-scale infrastructure
Palantir
$PLTR → data fusion, AI decision layer, battlefield intelligence
Anduril → autonomous kill chain, targeting, interceptors, execution layer
This is the bull case:
SpaceX gets it to orbit.
Palantir fuses the data.
Anduril tracks, targets, and executes.
Golden Dome is estimated around
$185B, with SBI prototype contracts already up to
$3.2B and a 2028 demo target.
This is the inside-track stack for one of the biggest missile-defense programs ever attempted.
$PLTR = brain
SpaceX = infrastructure
Anduril = trigger
$VOYG = key hardware supplier inside Anduril’s interceptor team
Not just defense contracts, it’s the operating system for space warfare.
