Elie

125 BPM and tech

[Michael Sikand @michaelsikand]

$KRKNF - This Anduril-linked subsea drone stock is surging over 7% to new ATHs today.

While everyone is watching the missiles.

The smart money is watching the water.

The Strait of Hormuz is 21 miles wide at its narrowest point. The actual shipping lane is 3 miles wide in each direction.

Through that channel flows 20 million barrels of oil every single day. 20% of all global supply.

Iran is already broadcasting on naval frequencies that no ship is allowed to pass.

This conflict doesn't get resolved in the air. It gets resolved underwater.

Iran has spent years building a naval doctrine specifically for the Gulf's narrow, acoustically complex waters.

Mini submarines. Autonomous underwater vehicles. Suicide drones below the surface.

They don't need to win an undersea battle outright. They just need to make the Strait too dangerous to transit. That's the leverage.

Two days before the strikes began, Israel delivered an autonomous UUV called BlueWhale to the German Navy for anti-submarine warfare.

The timing is not a coincidence. Western militaries have been quietly racing to build undersea domain awareness because they knew this moment was coming.

This is exactly the threat $KRKNF was built to counter.

Kraken's AquaPix sonar delivers 3cm resolution across a full swath. Their SeaPower batteries are the only pressure tolerant power system rated to 6,000 meters.

That's why Anduril, HII, Rheinmetall, Teledyne, and Kongsberg don't just choose Kraken.

The Pentagon already allocated $1.3 billion for UUV production in FY26 before Saturday happened. Emergency defense supplementals are coming.

$1.84B market cap. 60% revenue growth last quarter. 59% gross margins. The Anduril ramp hasn't started yet.

The Strait of Hormuz just became the most important 3 miles of water on the planet.

$KRKNF is the company that sees what's happening beneath it.

[Michael Sikand @michaelsikand]

In September, my life changed.

I put almost every dollar I had into $KRKNF.

It was a tiny Canadian defense company trading on the TSX-Ventures.

But the thesis around its partnership with Anduril + the rise of subsea drones was a once in a lifetime opportunity.

I'd been fascinated with the ocean my whole life, being a rescue scuba diver since I was 16. The Octopus (the animal that inspired the fictitious Kraken) has been my favorite animal since I was 3.

Now I believe there are only a handful of moments in life where 1) you truly know something the world doesn't and 2) the universe gifts you extra conviction.

So when they come, don't hold back.

Since then some pretty amazing stuff has happened.

- The stock has ran from $3 on my very first purchase to $6.39 as of today, a 113% return.

- My YouTube video on the stock is at over 80,000 views. My original X post is at over 400K.

- Kraken has been an exponent in helping me build a teaming community (and business) with over 50K on YouTube, 18K on X, 4.6K on Discord, and now 300+ subs on my new Substack.

- Many other investors have gotten rich too. One guy put $2.5M full port in and now has $4M. I ran a poll in my discord and the members who responded has collectively made high millions in unrealized profit.

- It's so cool these days that you don't need to go to Harvard or slave IB to have an impact on the stock market and work in finance. You can fire up a YouTube channel and an X account and start adding to the retail investing hive mind. There is mispricing EVERYWHERE.

- It hasn't all been easy. My Mom was facing some extremely dire circumstances (now resolved) around the time I made my investment and I nearly had to sell. My discord server got ransacked by trolls at one point who cyber bullied me and harassed my fans. The sad part is they were KRKNF shareholders who had benefitted tremendously from my work.

- Above all though, I've got to meet some insanely smart and interesting people. The work I do making content about stocks and investing fills me with passion. This is the most exciting time to be alive in history, and us retail investors are out here mogging hedge fund returns.

This is just the beginning for $KRKNF.

10x plays only. Inshallah. ❤️🦑

[Elie @emanlit96]

A must read

[Elie @emanlit96]

@michaelsikand Literally

[Michael Sikand @michaelsikand]

I'm playing $KRKNF over 5-10 years.

But it has such an exciting 3 months ahead.

1) we're on verge of uplisting
2) new XLUUV contract announcement
3) Q3 earnings showing more anduril orders

[Elie @emanlit96]

@michaelsikand 🦑🦑🦑

[Michael Sikand @michaelsikand]

I just put 70% of my portfolio into one stock.

It's a secret smallcap that will 10x because it powers Anduril's subsea drones.

Here's why I'm not out of my mind.

And why the ocean is the next $1T defense spending supercycle 🧵

[Elie @emanlit96]

@themetav3rse What are CBDC payments?

[Elie @emanlit96]

@themetav3rse Feelin groovy Girl Scout

[Elie @emanlit96]

@themetav3rse Ganggg

[Elie @emanlit96]

@themetav3rse @mv3nft 👽

[Elie @emanlit96]

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[Elie @emanlit96]

@TomasVNFT what can you NOT do?! Mans said he’s learning to play guitar but already sounds like a pro

[Elie @emanlit96]

@JSCorby @metarelics @mv3nft @K9artworks Preciate it 🙏

[Elie @emanlit96]

@ON_10 @metarelics @mv3nft @K9artworks I’m already planning the next 5 prints 😅

[Elie @emanlit96]

@ltsClutch @metarelics @mv3nft @K9artworks The art came out so dope and the quality of this print is so premium. Beyond happy with this

[Elie @emanlit96]

@metarelics @mv3nft @K9artworks 🙏🙏❤️

[Elie @emanlit96]

@K9artworks Cute af. I hope to have a real one similar one day 😍

[Elie @emanlit96]

@pavs_eth @FriscoQuarter Wondering the same thing haha

[Elie @emanlit96]

@FriscoQuarter @AzukiOfficial @themetav3rse LFGGGG FRISC!!