Are there any other publicly traded companies that are similar to Palantir and Anduril? Working in defense/intelligence, often with Government and agency clients, a large AI presence, innovative, etc.
Any insight would be greatly appreciated. Also, any opinions on the big 5 defense contractors are also welcome.
I bought and sold Palantir twice ($7 -> 13 and $14 -> $21) and bought some LMT and RTX a couple weeks before the October 7th attacks. I still hold those.
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