LUNR stock explained: how Intuitive Machines books revenue from NASA CLPS task orders, what the Lanteris deal changed, and which contracts run at a loss.
WULF stock explained: TeraWulf's Q2 2026 10-Q puts HPC leasing at $31.9M against $12.8M from bitcoin mining. See the megawatts, customers and cash burn.
NVTS stock explained: what Navitas GaN and SiC power chips do, the Navitas 2.0 pivot, the TSMC GaN exit, and the concentration figures in its filings.
Oklo stock explained: the Aurora build-own-operate reactor model, the first $1.2M of service revenue, the Meta and Switch pipeline, and the 2028 target.
A sector breakdown of AI in defense contracting: software analytics, autonomous systems, defense primes, and newcomers. Includes the AI-defense thesis and key risks.
