Скачать или смотреть Top 4 AI Defense Stocks to INVEST in Before They Skyrocket

Top 4 AI Defense Stocks to INVEST in Before They Skyrocket.
Palantir is trading at $110 per share. If you bought 5 years ago, you'd be up
1,000%+. But that ship has sailed. So which AI defense stock will be the NEXT Palantir?
In this video, I reveal 4 AI defense stocks following Palantir's
playbook: government contracts, AI technology, and national security.

THE 4 AI DEFENSE STOCKS:
✅ CAE Inc (CAE) — $30.22 | $11B defense backlog
✅ Planet Labs (PL) — $22.42 | 72% defense revenue growth
✅ TAT Technologies (TTM) — $49.19 | +77% in 1 year
✅ TTM Technologies (TTMI) — $92.39 | $200M Raytheon contract

KEY HIGHLIGHTS:
CAE INC (CAE) - $30.22:
• $11 billion defense backlog (2+ years of revenue locked in)
• Defense revenue up 14% YoY to $534.9M
• Defense margins crossed 10% (first time in 6+ years)
• Major contracts: Saab GlobalEye, Australia FAMTS
• Analyst price target: $33.60 (11% upside)
• Market cap: $14.2 billion

PLANET LABS (PL) - $22.42:
• Defense revenue up 72% year over year!
• Backlog $734M (up 216% YoY)
• $678M cash on balance sheet
• Swedish Armed Forces multi-year contract (low 9-figures)
• 40cm resolution satellites with NVIDIA AI onboard
• Stock up 400%+ in past year
• Market cap: $7.47 billion

TAT TECHNOLOGIES (TTM) - $49.19:
• Stock up 77.26% over past year
• Military aircraft maintenance & overhaul
• Critical components: heat exchangers, hydraulics, landing gear
• Long-term defense contracts (U.S., Europe, Israel)
• Niche specialization = pricing power

TTM TECHNOLOGIES (TTMI) - $92.39:
• Up 39.9% year to date
• Q4 revenue $774.32M
• 2026 guidance: 15-20% sales growth
• $200M Raytheon contract (LTAMDS air defense)
• 90-day backlog $610M (91% high-reliability)
• 52-week range: $15.77 - $111.00 (600% move!)
• Recently added to S&P Mid Cap 400
• Market cap: $9.54 billion

⚠️ CRITICAL DISCLAIMER:
This video is for educational and informational purposes ONLY. This is NOT
financial advice. I am not a licensed financial advisor, investment advisor,
or broker. Defense stocks carry significant risk including geopolitical risk,
contract delays, and high volatility. Past performance (like Palantir's
1,000% gain) is not indicative of future results. Always do your own research
and consult with a licensed financial professional before making any
investment decisions. Never invest more than you can afford to lose.

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COMMENT: Which stock could be the next Palantir? CAE, Planet Labs, TAT, or
TTM?

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