BUY Felix & Friends (Goat Academy) Conviction 3/5 Analysis quality 65 now
The YouTuber likes Big Bear AI (BBAI) despite its 'AI' name, noting it's down significantly from all-time highs. He highlights its role in providing AI software for the US military and federal agencies, benefiting from growing defense budgets for AI. He observes the stock appears to have bottomed around $3 and is showing early signs of moving up.
“And what are we seeing? Well, we're seeing a stock that seems to bottom out around $3 and is actually moving back up.”
— ▶ 17:20
BUY Felix & Friends (Goat Academy) Conviction 3/5 Analysis quality 62 now
The YouTuber recommends Big Bear AI (BBAI) as a speculative buy, noting its involvement in AI analytics for defense, national security, and supply chain, benefiting from both AI compute spending and war spending. Expected catalysts include new government contracts due to increased NATO rearming and a pivot towards US AI vendors for national security. Despite volatile margins and a small float, the company's setup is compared to Palantir's early growth, with potential for a 10x return.
“They're sitting here and there are two money flows that are the biggest money flows you've got right now. One is AI compute spending. If I could write AI, even two letters are too much for an ex banker. And war spending, they get money from both of those.”
— ▶ 24:00
