Identifying three Anduril supply-chain plays (Kraken Robotics, Syntec Optics, and PNG.V) as linked investment opportunities with conviction language about retirement upside.
Anduril defense platform relies on subsea (Kraken), optics (Syntec), and unknown third supplier. Vertical integration and NDAA reshoring tailwind.
Anduril supply chain gauntlet loading: Subsea: Kraken Robotics $KRKNF / $PNG.V EagleEye: Syntec Optics $OPTX Fury: ??? Find the last stone and we snap our way to early retirement. https://t.co/zS9DkOKCMN
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +6.2% | +5.7% |
| 1 week | +21.2% | +19.7% |
| 1 month | +10.6% | +10.0% |
| 3 months | +9.6% | +6.9% |
| 6 months | -24.1% | -32.4% |