@YourWaifu420@palmettoarmory Don't underestimate how loud an 8 in 5.56 is. Still loud af but manageable suppressed. Unsuppressed you feel the concussion from like 15 feet away lol
The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE.....
Anduril has one rule: move fast with American-made.
$PDYN (~$330M) is the only company listed in Anduril's Fury supply chain.
Out of every defense contractor in America, Anduril chose them.
GuideTech (Palladyne subsidiary) appears TWICE - Design AND Design Software for the autonomous fighter jet entering production at Arsenal-1 in Q2 2026.
Anduril doesn't put nobodies in their supply chain.
Why $PDYN fits Anduril's timeline:
China 2027 is the deadline. Traditional primes take 10+ years. Anduril needs partners who move at software speed.
GuideTech does exactly that. Founders came from Raytheon Missile Systems. SwarmStrike had first flight 4.5 months from original concept.
The scale of what's coming:
Arsenal-1 at full capacity: 5 million sqft producing tens of thousands of military systems annually. For context, Lockheed produces around 150 advanced fighter jets per year. Anduril is building for mass production.
When Fury scales, $PDYN scales.
The setup:
- FY26 guidance: $24-27M revenue (300%+ Y/Y from ~$8M)
- Direct contracts with U.S. Air Force and Navy
- $10M+ 18-month backlog
- 100,000+ sqft AS9100 certified US manufacturing
- Already supplying programs for $KTOS, $LMT, $BA
- Zero China supply chain exposure
- SwarmOS partnerships with $RCAT and $DPRO
- $50M cash post-acquisitions
- CEO added $100K in shares recently
- CEO compensation tied entirely to stock performance
They just won an Air Force Research Laboratory contract to unify drones, ships, and satellites into one autonomous swarming network. First-ever satellite integration for SwarmOS.
Stock spiked 50%.
Gave back everything.
Now trading BELOW pre-announcement price.
Classic sell the news mispricing. The contract didn't change. The fundamentals didn't change. Only the price did.
But here's the catch:
- Q3 FY25 revenue was $0.86M
- Still operating at a loss
- 16%+ short interest
- Integration risk on GuideTech and Crucis acquisitions
- Execution dependent on defense procurement cycles
$ONDS went $0.51 to $15. $PLTR trades in the stratosphere.
Meanwhile $PDYN - an Anduril Fury supplier with $LMT $BA $KTOS production credentials - sits under $350M.
Asymmetric setup. Execution risk is real until revenue scales.
Worth a closer look.
For the last half hour, my connection to 80% of the people who were messaging me via Starlink has been cut off at the same time.
The Islamic Republic is likely using tools to disrupt radio waves and GPS on a wide scale, on top of cutting off the internet.
Latest update from Tehran:
People have gathered in Satarkhan, Sadeat Abad and Tehranpars.
Reports also say suppression forces are down a lot and most of their equipment is destroyed.
All reports stress bigger crowds today (Friday).
#Iran