๐Ÿ“ $SIDU is building satellites for detecting hypersonic missiles for the Golden Dome program, but the stock is questionable due to dilution and unprofitability

low convictionFirst mentioned Jan 13, 2026

$SIDU is building satellites for detecting hypersonic missiles for the Golden Dome program, but the stock is questionable due to dilution and unprofitability.

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entry Jan 13, 2026
Thesis Lifecycle
๐ŸŸข
openedJan 13, 2026

Bullish on SIDU (vertically integrated LEO satellite with MDA/NASA contracts), ACMR (becoming China's semi equipment substitute due to bans), and AIRO (drone company expanding into kamikaze and bullet drones with battle-tested credentials).

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๐Ÿ“
updatedJan 13, 2026

$SIDU is building satellites for detecting hypersonic missiles for the Golden Dome program, but the stock is questionable due to dilution and unprofitability.

source โ†—
๐Ÿ’ค
dormantMay 29, 2026

No qualifying thesis event for 45+ days.