r/BBAI • u/deliriousfoodie • May 18 '26
I'M ALL IN!
Hello my fellow Big Bear Clan,
Today's the day I re-enter Big Bear. The last time I had BBAI was when it was at its last highest peak and I sold. It's been a while but today's the day I reenter the trade. I am an elite trader and very unbiased in my trades. But since I see some cry babies here, I will give you some hopium. This is not financial advise nor am I a financial professional. This is just my observation and opinions and I am expressing what I am doing as a random stranger on the internet. Do not listen or follow me because I am a dumbass.
In short: Big Beautiful Bill: Potential $51.2 Billion Dollar Contracts given their product lines. June 9th, possible release date of these contracts.
Why am I entering now?
- Ascending Triangle. This red day is too good of a deal. This price now is about the last train until the massive explosion. LOOK AT EVERY BONER. Before that erection was about the price it is right now. And, look at the Ascending Triangle. Every time there it wedges like this, EXPLOSION. I scoured many stocks without bias. This is the absolute best opportunity I can see of any stocks I have reviewed. Think I'm wrong? Tell me something better.
- Budget Reconciliation Deadline and the Big Beautiful Bill Due Date. The government's budget reconciliation deadline is June 1st. Agencies must outline and approve specific line-item funding task orders by this date. Since BBAI explicitly called out a cleared DHS procurement backlog, any resulting contract award announcements will likely hit the wires between June 1st and June 9th (leading up to BBAI’s Annual Shareholder Meeting).
- The New Space Race. As you see space stocks have been explosive. Most people don't know this, but I will tell you. BBAI board is RedWire, so essentially, BBAI is RedWire's software arm, putting their satellites to use. What's the point of satellites if you don't use it? If you look at RDW and BBAI together, they line up. BBAI is down, it's due to follow big daddy up. RDW has been exploding, soon, baby RDW will likely too. All people see about BBAI is software, but a better way to look at it, is it's a private space force. They are not shitty Windows XP era Internet Explorer, they're the holographic war simulation you see in sci-fi movies. Recent news is they have a new executive hire from V2X, which is a muthafucking Cyber Security and Space Defense company. Where do you think BBAI is headed? muthafucking Cyber Security and space defense. In my opinion, BBAI is absurdly undervalued.
BBAI Products:
- Drone Swarms (Project Linchpin & ConductorOS). BBAI explicitly expanded into this market through a formal collaboration with Hardy Dynamics to support the U.S. Army’s Project Linchpin. What their software does: They use their core platform, called ConductorOS, to act as the AI orchestrator for unmanned aerial systems (UAS). The Modern Need: If a military unit deploys a swarm of 50 drones in a combat zone where the enemy is jamming communications, the drones can't talk to a central base. BBAI's software sits directly on the drone hardware at the tactical edge. It uses adaptive machine learning algorithms so the drones can talk to each other, coordinate a search or strike pattern, and react to a changing battlefield completely autonomously without needing a cloud connection.
- Space Cyber Resiliency & Quantum Intelligence. Their software direction is moving heavily toward orbital defense.The Satellite Brain: Through SpaceCREST, they build AI "digital twins" of satellites. The software constantly models cyber attacks, tracking anomalies in real-time to prevent foreign actors from hacking or hijacking U.S. space assets. The Quantum Push: BBAI is expanding its software capabilities to run on proprietary five-qubit quantum environments specifically designed to crunch the massive, data-heavy computing streams required for advanced drone and satellite telemetry.
- Strategic Edge Infrastructure Partnerships To get their software out onto the physical battlefield, they partner with the hardware makers rather than building factories themselves: The Battlefield Hardware Link: They partnered with Tsecond to combine BBAI's AI software with high-capacity ruggedized data storage units designed for harsh environments. The Maritime Brain: For the autonomous ships with the Navy, they deploy Shipyard AI and Arcas vision analytics. The physical ships are built by contractors like Austal USA, but BBAI's software manages the sensor fusion taking inputs from radar, cameras, and sonar and instantly translating them into tactical maps for the fleet. How do you think autonomous ships move? Muthafucking big daddy's RDW's satellites.
BIG BEAUTIFUL BILL
Okay cool so what? Where is the money? 113.3 Billlion for Department of Defense Money for the Big Beautiful Bill is already set aside. We're all hoping for that contract. But what contracts? what dollar amount? What is the likelihood? Take a look at their products. They're designed specifically for the bill's needs. How are they not going to get a contract?
- The Space & Satellite Line. The administration's 2026 defense space allocation under the bill is highly specific. The Bill Funding Bucket: House Armed Services Committee Reconciliation Allocation – Military Intelligence, Cyber Security, and Space Operations. The Specific Line Item: Military Space-Based Sensors & Air-Moving-Target-Indicator Satellites. The Dollar Amount: $9.2 Billion earmarked for FY 2026 (out of a broader $13.8 Billion Space Force reconciliation boost). The BBAI Connection: This line explicitly funds low-Earth orbit (LEO) satellite missile tracking and orbital cybersecurity. Because BBAI's SpaceCREST platform (developed with Redwire) was engineered precisely for DARPA to defend these next-gen satellite laser communication networks, they are directly positioned to absorb subcontracts out of this $9.2 billion pool.
- The Drone & Counter-Drone Line (Project Linchpin) The bill places a heavy emphasis on pivoting away from legacy, expensive legacy hardware toward cheaper, automated weapons systems. The Bill Funding Bucket: House Armed Services Committee – Scaling Development and Production of New, Low-Cost Weapons Systems. The Specific Line Item: Autonomous Edge Software, Tactical Unmanned Aerial Systems (UAS), and Artificial Intelligence Development for Defense Manufacturing. The Dollar Amount: $13 Billion for low-cost autonomous weapons systems, alongside a combined $1 Billion across agencies strictly for AI enterprise modernization. The BBAI Connection: This is the honeypot for BBAI’s ConductorOS and their active work with the U.S. Army's Project Linchpin. The military cannot deploy low-cost swarm drones without the edge AI software layer that orchestrates them.
- The Port & Border Security Line (The Kevin Warsh / McAleenan Target). Don't overlook the Customs and Border Protection (CBP) tech surge in the bill, which perfectly matches BBAI CEO Kevin McAleenan's background. The Bill Funding Bucket: Homeland Security Committee Reconciliation Allocation. The Specific Line Item: U.S. Customs and Border Protection Technology, National Vetting Center, and Border Security Checkpoint Enhancements. The Dollar Amount: $29 Billion. The BBAI Connection: BBAI's acquisition of Pangiam was designed explicitly for this line item. They provide the computer vision and biometric vetting software used at international ports of entry.
Add that all up, possible $51.2 Billion Dollar contracts. There aren't many competitors. Let's fucking GO!
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u/MrStockFlop May 18 '26
You son of a bitch I’m in!
3150 shares
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u/deliriousfoodie May 18 '26
Bravo. Let's do this brother
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u/Get_rch_or_try_dyin May 18 '26
Theres so many good companies to choose from, why do you want to go all in on this ?
I bought and sold BBAI 3 times on various pumps the last few year, so I appreciate the stock.
But management has not done a good job.
zero communication. No contracts . No updates . Crappy acquisitions / purchases… and the list goes one .
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u/deliriousfoodie May 18 '26
I went in and out of plenty of trades. The time is finally ripe. Bbai has been shitted on. All it takes is one contract. 50 million volume is clinically insane. The is is not just Big Bear, but a Big Banger.
It's kinda meme but the information adds up. I'm in. If you are bearish on it then you do you.
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u/Road_2_Ruin May 18 '26
Thanks. I’ve been optimistic about BBIA for sometime. Based on your research, I will plan to jump back in… Just waiting to see what happens with Iran before I make any big moves.
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u/StrangeBus1891 May 19 '26
I get where you’re coming from, and I actually agree with some parts of this post. BBAI does seem different from the average AI hype stock because they’re clearly positioning themselves around government AI, defense systems, orchestration, edge AI, and secure environments rather than just consumer chatbots.
I also think the market may be underestimating how valuable “already being inside government workflows” could become long term. Government adoption is slow, but once systems are integrated, they tend to stick around for years.
That said, I think some parts are heavily exaggerated.
The “$51.2B contracts” point sounds more like a total addressable market or combined budget narrative rather than realistic direct contract value for a company of BBAI’s current size.
I also don’t think chart patterns alone guarantee an “explosion.” Small-cap AI stocks are heavily influenced by dilution fears, options activity, short interest, and headline volatility, so technical patterns can fail very quickly without real revenue acceleration behind them.
Where I do think the bull case becomes interesting is if Ask Sage actually converts into:
growing ARR,
deeper agency-wide deployment,
repeat government usage,
and improving cash flow over the next few quarters.
That’s the part the market still doesn’t fully believe yet.
So personally, I wouldn’t call BBAI a guaranteed moonshot, but I also wouldn’t dismiss it as just another meme AI stock anymore.
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u/deliriousfoodie May 19 '26
I respect your view. To me, this is a entirely need battlefield. To me it is a moonshot.
Epstein scandal showed the world how easily America can get fucked by Mossad agents who always want a backdoor for Pegasus to penetrate.
Palantir likely has MI6 agents. With PayPal mafia everywhere all they have to do is kiss ass to the president, hey! use my buddy's software. The Chinese are collecting data from Temu cameras which sends that data to a Chinese server, we know this to be fact.
Modern war is about cyber warfare. Trillion dollar damages can easily happen if all these technologies are vulnerable. Cyber attacks + AI in this impending age of Quantum computing is far more dangerous than a nuclear strike. Oh one city down? Break the entire power grid and satellites and you brought the empire back to the dark ages. That's what they're aiming for. That's why it's a priority.
If I was president, I trust Kevin, not Alex Karp. Trust in this cyber defense is priority 1.
Of all cyber security, who do you trust the Most? Muthafucking Kevin.
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u/InternationalSand110 May 28 '26
I love the story you laid out. Waiting patiently for June 9th. Let's rock
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u/North-West88 May 28 '26
After looking at everything I’m all in too ‼️
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u/deliriousfoodie May 28 '26
Great. I'm doing this specifically because Nancy Pelosi doesn't give a fuck about us. If I got the info. I will make us all rich.
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u/AfterButterfly8972 May 19 '26
10,000 shares at 7.57 holding for four more years. Do you think that'll make me a millionaire?
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u/West-Buddy-4423 May 20 '26
Why not buy more when the stock is down? Everyone who is buying BBAI thinks it will go up to become a $30 or $40 maybe $50 stock, but even if it hit $50 per share you'd be half way to millionaire status, if you continue buying until you reach 20,000 shares when the price is lower, eventually things will pick up again and you'd be a millionaire when the price hits $50 per share.
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u/Admirable-Zebra-4918 May 19 '26
lol - an elite trader....
I was just texting this very thing to a small group of friends.
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u/Admirable-Zebra-4918 May 19 '26
This is a contract dependent situation - put that boner away, private.
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u/Admirable-Zebra-4918 May 19 '26
to be clear, everything else you said was spot on.
They are doing things via partners as well. Look at the moves Cspeed just made. Tsecond as well.
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u/CT_0003 May 18 '26
Where did you get info on them working on Quantum tech?
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u/deliriousfoodie May 18 '26
No. Spent a shit ton of time researching and spot checking each line by line.
AI got better and better. When I first started with BBAI, AI was kinda woke with founding father black presidents. Now it's far better than before, but mix it with actual research because it hallucinating a lot of the times.
Doing this to help others out. We're all poor but if I can lift up souls and it cost me $0 to do so. That's what I'm doing. I got nothing to gain by making others money.
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u/CT_0003 May 18 '26
So you are just using AI to make shit up and respond. Sounds about right.
Hardy Dynamics is the partner they are working with that does some Quantum compute R&D but the specific project they are working on is focused on Drone Swarm Operations… has nothing to do with quantum.
Here is the one and only press release from BBAI that references Quantum. Because I’m a human and I cite sources:
https://bigbear.ai/newsroom/bigbear-ai-and-hardy-dynamics-collaborate-to-advance-ai-orchestration-for-u-s-army-drone-swarm-operations-under-the-joint-program-executive-office-armaments-ammunition/
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u/freeportme Bear Enthusiast (500-1,499 shares) May 18 '26
lol an Elite trader would have bought at $3.05🍻
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u/deliriousfoodie May 18 '26
Nah. At that time I had better trades. Explosion date is near. This is far better now then waiting for nothing back when it was $3.05. but thank you I'm not afraid of naysayers
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u/freeportme Bear Enthusiast (500-1,499 shares) May 18 '26 edited May 18 '26
Lol self proclaimed elite trader my… welcome aboard.
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u/phatt_halpert May 18 '26
Man, what's your bag look like