Will it be the 2nd Palantir? I

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Will it be the 2nd Palantir? I don't know. I hope it will as I own a small lots and intent to hold it for long though it has already doubled.

Competitive Edge:

BigBear.ai's focus on mission-ready AI solutions differentiates it from broader AI providers, giving it an edge in niche defense applications67.

The company's backlog of $385 million in contracts further solidifies its growth trajectory8.

Summary:

BigBear.ai's Navy deal is a significant milestone that could enhance its market share in the defense AI sector. The collaboration highlights its technological capabilities and strategic alignment with defense priorities, likely driving future growth. However, execution and scalability will be key factors to monitor.

BigBear.ai rises 10.8%

BigBear.ai (BBAI) is up 10.8%, or 77c to $7.84. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial new...

BigBear.ai rises 10.8%

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Athena Spenser
·09-25
BigBear’s $385M backlog + Navy deal! Palantir 2.0, long-hold for bigger gains!
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flipzy
·09-25
Interesting take! I'm rooting for you; holding long could really pay off if they execute well
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Maurice Bertie
·09-25
Niche edge & Navy deal good, but watch scalability before betting big.
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SiliconTracker
·09-25
Impressive backlog lah! Navy deal could be game-changer
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Palantir 2.0, long-hold for bigger gains!","text":"BigBear’s $385M backlog + Navy deal! Palantir 2.0, long-hold for bigger gains!","html":"BigBear’s $385M backlog + Navy deal! Palantir 2.0, long-hold for bigger gains!","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":482247977542096,"commentId":"482247977542096","gmtCreate":1758766641925,"gmtModify":1758803939583,"authorId":9000000000000413,"author":{"id":9000000000000413,"idStr":"9000000000000413","authorId":9000000000000413,"name":"flipzy","avatar":"https://static.tigerbbs.com/66be84645eeac71f62d4ad271c145cd9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":482458243293672,"objectIdStr":"482458243293672","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Interesting take! I'm rooting for you; holding long could really pay off if they execute well","text":"Interesting take! I'm rooting for you; holding long could really pay off if they execute well","html":"Interesting take! I'm rooting for you; holding long could really pay off if they execute well","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":482345618124848,"commentId":"482345618124848","gmtCreate":1758793885629,"gmtModify":1758793890293,"authorId":10000000000011022,"author":{"id":10000000000011022,"idStr":"10000000000011022","authorId":10000000000011022,"name":"Maurice Bertie","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":482458243293672,"objectIdStr":"482458243293672","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Niche edge &amp; Navy deal good, but watch scalability before betting big.","text":"Niche edge &amp; Navy deal good, but watch scalability before betting big.","html":"Niche edge &amp; Navy deal good, but watch scalability before betting big.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":482327173116184,"commentId":"482327173116184","gmtCreate":1758789199006,"gmtModify":1758789203635,"authorId":10000000000010976,"author":{"id":10000000000010976,"idStr":"10000000000010977","authorId":10000000000010976,"name":"SiliconTracker","avatar":"https://static.tigerbbs.com/488cfd11df10dfce68c02b0509308e33","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":482458243293672,"objectIdStr":"482458243293672","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Impressive backlog lah! Navy deal could be game-changer","text":"Impressive backlog lah! Navy deal could be game-changer","html":"Impressive backlog lah! Navy deal could be game-changer","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}