Take BigBear.ai... another firm helping the Department of Defense adopt artificial intelligence. It recently won a big contract to help the Navy, too. As a result? Its share price rose 690% in six months... JOEL: That’s a HUGE move. And it’s not a company a lot of people are all that aware of, either. When we think of AI, most folks tend to think of the big names like Nvidia or Google or Meta. But those aren’t necessarily the companies the
There’s actually already been a bill proposed that will legally make it easier for small companies to bid on government contracts.
Ĩ And secondly, because Elon LOVES working with smaller, highly specialized companies. He goes out of his way to cut deals with them in his work with SpaceX. For instance, one key contractor he works with at SpaceX has just 133 employees. So, we’re looking at much faster moving and higher upside stocks here – stocks almost no one else is looking at. JOEL: You want to talk about small stocks, just look at what happened to a company called Airship AI recently. It’s a tiny company, only around $100 million in market cap. But recently it won big contracts from both the Department of Homeland Security and the Chicago Police. As a result, shares shot up 165%...
government is issuing AI contracts to. BigBear.ai is a much smaller company.
Its market cap is only roughly a billion dollars. It’s not the kind of stock a lot of people know about.
ROB: I know a lot of people find that surprising... They ask themselves why would the U.S. government WANT to work with smaller companies? But the truth is, the government issues THOUSANDS of contracts to small companies, every year. We just don’t really hear about it. Roughly 27% of Federal government contracts go to small businesses. Last year, more than 61,000 small companies won contracts with the government. It’s just we often don’t hear about them because they’re so small. And it looks like that number will INCREASE from here, especially around AI. Ĩ First of all, because lots of government insiders want to see the “Big Tech” monopoly broken.
A Big Shift Is Coming by July 22 ROB: And this is what DOGE PHASE II is all about. It’s when the authorities start picking the companies it needs to roll out artificial intelligence across the federal government.
REVIEW BY JULY 18
PAGE 8 // DOGE: PHASE II
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