Deep Dives

Company-specific research built from SEC filings, earnings transcripts, supply chain mapping, and competitive positioning.

Deep Dive $RCAT

RCAT Deep Dive: Black Widow, Defense Drones, and the Risk of Chasing the Obvious Trade

Jun 8, 2026 9 min read

Deep Dive $CODA

CODA Deep Dive: Real-Time 3D Sonar and the Underwater Autonomy Layer

Jun 7, 2026 8 min read Maritime & Subsea Autonomy · Real-Time Sonar

Deep Dive $LPTH: LIGHTPATH TECHNOLOGIES INC

LPTH Deep Dive: Infrared Optics, Defense Autonomy, and the Case for an Overlooked Rerate

Jun 7, 2026 10 min read Counter-UAS · Critical Minerals Reshoring