Delta Capital
@capital_delta
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Expert trading in /NQ, /ES futures & stocks. Real-time signals, proven methods, consistent gains. Not financial advice - all opinions only. Trade with us to win
California, USA
Joined April 2025
🚨 Everyone's betting on OpenAI. Meanwhile, Google is quietly building the most unbeatable moat in tech history. Here's why $GOOGL is the AI + Quantum play Wall Street is completely missing 🧵
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US Defense firm Anduril opened a new manufacturing facility in Sydney to produce undersea drones known as ‘Ghost Sharks’ and deliver on $1.1 billion supply contract with Australia’s navy https://t.co/R2WYw3PTIB
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1/ $KRKNF $PNG.V: Kraken Robotics is a highly profitable and rapidly growing supplier of platforms, batteries and sensors for deep sea applications in both military (70%) and commercial (30%) markets w/ significant rerating potential to $8 to $12 per share A living 🧵
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Let’s look at the past week to see what happened to Kraken Robotics and the stock - $KRKNF & $PNG.V Monday was an eventful day with little excitement in the stock. The first noteworthy event is that @transhumanica published a very nice writeup of Kraken Robotics
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$KRKNF trading at $5 but valued like a mature company. 📊 Here's the math: Profitable growth, integrated subsea tech stack, Anduril as turbocharger, Australia's $1.7B Ghost Shark commitment. 🚀 This is structural defense demand meeting a supply-chain chokepoint. Why Kraken is
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🦑What happens when the Kraken awakens? $KRKNF
🧵 The defense stock Wall Street is sleeping on $KRKNF (Kraken Robotics) is the SECRET supplier behind Anduril's $1.7B AUD Ghost Shark contract While Anduril trades at $30.5B privately, you can buy their battery supplier for $2.1B CAD publicly Here's the asymmetric opportunity
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🦑 $KRKNF 👍
🧵 The defense stock Wall Street is sleeping on $KRKNF (Kraken Robotics) is the SECRET supplier behind Anduril's $1.7B AUD Ghost Shark contract While Anduril trades at $30.5B privately, you can buy their battery supplier for $2.1B CAD publicly Here's the asymmetric opportunity
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Great thread on $KRKNF 🦑 What’s your price target EoY 2025, 2026, and 2027?
🧵 The defense stock Wall Street is sleeping on $KRKNF (Kraken Robotics) is the SECRET supplier behind Anduril's $1.7B AUD Ghost Shark contract While Anduril trades at $30.5B privately, you can buy their battery supplier for $2.1B CAD publicly Here's the asymmetric opportunity
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Pentagon's next industrial policy target: air drones. Are sea drones next: some very juicy micro caps in the space
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Bottom line 🎯 The geopolitical situation isn't calming down. It's escalating. Defense budgets are rising globally. Subsea autonomy is the fastest-growing defense segment. Kraken is the picks & shovels supplier. This isn't a trade. It's a multi-year structural trend. $KRKNF 🌊
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The AUKUS alliance is the catalyst 🚀 AUKUS = Australia + UK + US security pact focused on Indo-Pacific Ghost Shark is the FIRST major AUKUS subsea platform to reach production. If successful (and early signs say yes), UK and US will likely order their own variants. That's 3
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Here's the scale we're talking about 👇 Look at this Anduril platform. Dozens of these will be built in Australia alone starting in 2026. Each one needs: Advanced battery systems ✓ High-resolution sonar ✓ Autonomous navigation ✓ Kraken provides all three.
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The contracts are REAL ✅ Australia: $1.7B AUD (Ghost Shark, Sept 2025) Poland: Contracts signed Denmark: Contracts signed US Navy: Ramping production across multiple platforms This isn't speculation. This is defense budgets being deployed RIGHT NOW. Kraken is the supply
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The market is exploding 💥 Global UUV market: $3.34B (2024) → $8.14B (2032) 13.5% CAGR Drivers: 📍 South China Sea tensions 📍 Arctic sovereignty disputes 📍 NATO expansion & upgrades 📍 Indo-Pacific alliances (AUKUS) 📍 Russian submarine activity Subsea warfare went from
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Look at what's replacing manned subs 👇 Anduril's Copperhead-500 (pictured): autonomous underwater interceptor. This isn't 10 years away. It's entering production NOW. And it runs on advanced battery systems from suppliers like Kraken.
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The shift is already happening 🔄 Traditional submarines have ruled subsea warfare for 100 years. But now? Autonomous drones are changing everything: ✅ Cheaper (1/10th the cost) ✅ Faster to deploy ✅ No crew = no casualties ✅ Can operate in swarms ✅ AI-powered
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🧵 The underwater arms race is REAL And $KRKNF (Kraken Robotics) is positioned right at the center of it. Let me explain why subsea autonomy is becoming the #1 defense priority
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The setup is perfect 🎯 ✅ Anduril scaling production (Ghost Shark deliveries start 2026) ✅ NATO defense budgets surging ✅ Indo-Pacific tensions rising ✅ $1.7B AUD contract already signed ✅ Kraken is PROFITABLE (rare for defense growth stocks) ✅ Patent-protected tech =
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The numbers are ABSURD 📊 Q2 2025: 📊 $26.4M revenue (+16% YoY) 💰 $4.7M adjusted EBITDA (profitable!) 📈 56% gross margins FY 2025 guidance: 🎯 $120-135M revenue (~40% growth) ✅ $26-34M adjusted EBITDA Market cap: $2.1B CAD For a company growing 40% YoY while
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The Australia catalyst just hit 💥 September 10, 2025: Australia awarded $1.7B AUD ($1.1B USD) for Ghost Shark production over 5 years. First deliveries: Beginning 2026 Units: Dozens of Ghost Sharks Jobs: 270+ direct, 600+ supply chain Every Ghost Shark uses Kraken battery
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