BigBear.ai

I was hated when I said this $Applied Optoelectronics(AAOI.US) is heading to 100 and lower. I dont hate the stock, its just technicals and this one ran too much too fast with out fundamentals backing it up. There are many such names out there still at stupid valuations. Tough to speak truth here without getting hate.

Always look at fundamentals, especially PEG, P/S and Forward P/E of your names. Don't blindly buy because someone on X said something. The same people who were bullish on $SoundHound AI(SOUN.US)'s, $Navitas Semiconductor(NVTS.US)'s, $BigBear.ai(BBAI.US)'s are not talking about them anymore.

$BigBear.ai(BBAI.US) Down on a double beat

EPS: $(0.04) vs $(0.08) est

REV: $34.435M vs $33.598M est

Affirmed FY2026 Sales Guidance

🟥 -4.11%

Breaking: The Notable Politician Portfolio on Autopilot just made 2 new trades

The strategy tracks the "most suspicious" trades made by congress including big buys, conflicts of interest, & more

1. BUY - Raytheon $RTX(RTX.US)

"Markwayne Mullin (R) recently bought in Dec 2025 while sitting on the Senate Armed Services committee, suspicious with escalation in Iran"

2. BUY - Carpenter Technology $Carpenter Tech(CRS.US)

"Another Markwayne Mullin (R) buy focused on defense that he bought last week while sitting on the Senate Armed Services committee"

Full portfolio breakdown now includes:

$BITB - Bitwise Bitcoin ETF

$IDEXX Labs(IDXX.US) - Idexx Laboratories Inc

$Palantir Tech(PLTR.US) - Palantir

$Tempus AI(TEM.US) - Tempus AI, Inc. Class A Common Stock

$L3Harris Tech(LHX.US) - L3Harris Technologies, Inc.

$SCHO - Cash

$GPGI(GPGI.US) - GPGI, Inc.

$Installed Building Products(IBP.US) - INSTALLED BUILDING PRODUCTS, INC.

$Carpenter Tech(CRS.US) - Carpenter Technology Corp

$RTX(RTX.US) - RTX Corporation

$Tractor Supply(TSCO.US) - Tractor Supply Co

$BigBear.ai(BBAI.US) - BigBear. ai

$Stratasys(SSYS.US) - Stratasys Inc

$Genius Sports(GENI.US) - Genius Sports Limited

Breaking 🚨

Turns out Rep. Lisa McClain owns another $50K of BigBearAI she 'forgot' to disclose!!

Earlier this AM she violated the stock act by taking 109 days to disclose a $50K buy of $BigBear.ai(BBAI.US) from 7/10

This is the same stock we flagged as "notable" a couple months ago when she bought because

1. The CEO of $BigBear.ai(BBAI.US) is Trump's ex Secretary of Homeland Security

2. According to multiple sources, the majority of their revenue comes from Government Contracts

3. She's the first Politician to buy $BigBear.ai(BBAI.US)

After this new $50K buy, her stake now is worth up to $100K

However, she is underwater on this most recent buy as the stock is down 6% since her buy on 7/9

Will continue keeping an eye from here

And this is why we track the politicians ✍️

Back on 9/15, we flagged Rep. Lisa McClain's suspicious $50K buy of BigBear AI

Why was it notable?

1) The CEO of $BigBear.ai(BBAI.US) is Trump's ex Secretary of Homeland Security

3) According to multiple sources, the majority of their revenue comes from Government Contracts

3) This was the first time a Politician ever bought $BigBear.ai(BBAI.US)

Well about a week after her filing, news broke that BBAI will be enhancing "Maritime Domain Awareness for the US Navy at UNITAS 2025"

It's up another 10% today

And since we flagged it, it's up 60%