Friday’s FY27 defense budget request from Donald Trump shows a step function change in defense spending.
$1.5T total spend with an “unprecedented” focus on unmanned, CUAS, and long-range strike, including ~$63B for autonomous systems which is a 6-fold increase vs. FY26 (see Needham).
The unmanned Supercycle has clearly launched. 👊🏽
$MOBX in one post:
A micro-cap company with real technology inside the Tomahawk missile, F-35, F-22, F/A-18, Apache, Chinook, Abrams Tank, U.S. Navy fleet, and Gulfstream aircraft.
One of only TWO manufacturers globally of a critical defense component.
Pursuing a merger that could double revenue.
Priced like it's going to zero.
Make of that what you will.
⚠️ Not financial advice. Do your own research.
Full source list: https://t.co/IKCVVl2qdo
Most people think $MOBX is just a struggling micro-cap.
They’re missing what’s quietly happening inside the U.S. military supply chain.
Thread incoming. 🧵
In March 2026, $MOBX was selected by a major munitions manufacturer for a smart munitions anti-drone feasibility program.
Drones are the defining weapons challenge of this era. Ukraine proved it. The Pentagon is spending billions on it.
Mobix just got a seat at that table.
Source: https://t.co/jCPfneaypu
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https://t.co/HNSX01LWg8