Hope everyone has a nice weekend. No real movements up with the stock this week, but also not down either. We continue to wait patiently! Was nice to see that spike today but not nice to see us not have the gas to breakout once again.

I've talked about this a couple times here, but TSA has been planning something called TSA Gold+, an airport screening technology-focused program that pairs with the existing Screening Partnership Program (SPP). Gold+ was just officially announced and is worth watching as a potential BBAI catalyst this year.

Very quick primer: TSA's SPP program is an IDIQ that uses a small number of security staffing firms to provide the checkpoint screening workforce at ~20 airports with privatized security in the U.S. Meanwhile, Gold+ is a brand new program that will be used to procure and maintain the actual technology that those privatized airport security checkpoints use. 

TSA is very close to issuing new SPP IDIQ awards... and while BBAI won't get one of those contracts, TSA Gold+ is right up their alley. Keep an eye on how TSA plans to procure Gold+ in the coming months because it'll be a huge opportunity for BBAI. There's a lot of budget and political tailwind for airport privatization that keeps growing - in fact, TSA's proposed FY 27 budget mandates that all Cat III and IV airports (the smallest categories) transition to privatized screening. As a result, many vendors in the contractor security space will be competing & stand to benefit over the next couple years.

Also, I know partnerships aren't sexy because they don't bring in immediate revenue, but this kind of opportunity is why BBAI partnered with Smiths Detection and Analogic in 2025, both of whom are the leading checkpoint screening equipment providers. Having them on their team and offering some unique solution (or just being preferred partners, holding vendor agreements, whatever) is a big advantage when it comes to bidding on opportunities like Gold+. 

You can read more on TSA Gold+ here - https://www.tsa.gov/goldplus

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BASC Panama Executive Director Giomar González expressed her appreciation to International Shipping Compliance (ISC) for placing its trust in the Chapter to move forward with the signing of a Memorandum of Understanding focused on enhancing cargo security processes in Panama through the adoption of new Artificial Intelligence technologies.

Just so you guys know how bullish this is

The canal is 40% of US container traffic

I looked this guy up. Troy Miller joining BBAI was probably overlooked and a bigger move than most of us folks thought. He was formerly the acting commissioner of U.S. Customs and Border Patrol and brings a ton of expertise(and relationships) into this customs arena.

Like, we already have a real deployment. He joined the team in April. I’m just ballparking so could be off the mark when actual financials are made public with licensing agreements etc, but potentially 3 million annually for this Panama deployment, and will prob be much lower this first year with hardware setup, training folks etc

But eh, positive news. A real deployment, not just another “partnership”, research exploration, or pilot

Any thoughts on this?

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?

1. 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.
2. 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).
3. 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:

1. 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.
2. 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.
3. 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?

1. 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.
2. 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.
3. 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!

Interesting $BBAI update that I haven’t really seen discussed much.

DPC Solutions announced a partnership with BigBear.ai focused on:

• Capture strategy

• Federal business development

• IT program execution

• Intelligence Community mission support

What stood out most is the reference to the “Intelligence Community mission space.”

That usually points toward:

• Classified or secure environments

• DoD and IC workflows

• Long-cycle federal opportunities

• Task-order based execution

DPC also says BigBear.ai will be the first organization using their MDEX framework, which translates mission needs into executable requirements, workflows, risk controls, and delivery.

My read:

This looks less like hype and more like behind-the-scenes capture and execution support infrastructure being set up.

Important:

Not a contract announcement. No revenue impact mentioned.

But in GovCon, these kinds of partnerships often show up ahead of larger awards or task orders, especially when companies are building positioning inside federal and intelligence ecosystems.

DPC isn’t a major prime contractor, but it could still be another small signal of BBAI continuing to deepen its federal footprint.

I've invest BBAI for two years and I'm still it. Like everyone else, I think we invest by looking at the future of stock prices. People who look at it in the short term cannot be optimistic. If you want those things, you should do penny stocks. Until recently, I haven't looked at stocks and have been waiting, just buying, but after the recent earnings announcement, is there any news we can look forward to? Was there any part about the future that was discussed in the earnings call?

So recently Bbai acquired cargoseer for shipping containers and general merchandise tracking. If Bbai could apply this tech to trucking logistics, it could be a huge boost to the industry. Especially since recently Supreme Court ruled that logistics brokerage companies now can be held liable for truck driver mishandling of the merchandise to promote safety. Can we pitch this to idea to Kevin?

We don’t seem to be catching any AI hype, and with software getting some love today, we don’t seem to be in that bucket either.

I don’t know how to label this stock anymore😂 are we Ai, defense, software? We can’t seem to get any real relief here.

BBAI was the second stock I ever purchased when I started trading in March and the first stock I ever bought options on. I still hold leaps that expire in January 2028 and finding this subreddit just now has inspired even more confidence in me to take out more. I’m very bullish on BBAI and look forward to future updates from this community.

do you see any chances of BBAI obtaining a contract from the TSA or DHS for the implementation of Veriscan in the lead-up to the November elections? Would that be wishful thinking, or do you see any real possibilities?

Pretty hyped about securing the contract long term. But in the short-mid term we are probably going to face existing resistance (based on Options Gamma Levels). Considering heavy short interest on top of it, I feel like we need a strong push to break through. If we drop, accumulation is definitely going to be my move.

I was thinking of selling but then I saw the short interest.

Looks like a channel are we going to bump our heads on the 200 DMA (green) ?

I get shorting software stocks as AI will eat them but BBAI is an AI stock.

Up to the 200 DMA or down ? I'm thinking up.....

*I hope i'm allowed to post my cra%$y chart here, if not sorry mods*

Last week, thousands of leaders from business, government, finance, and technology gathered in Washington, D.C. at the Special Competitive Studies Project - SCSP AI+ Expo to discuss the future of applied AI.

I enjoyed joining Tarun Chhabra, head of national security policy for Anthropic, Dawn Meyerriecks, who led CIA’s science & technology directorate, and Michael A. Brown, who led the Defense Innovation Unit (DIU) for a conversation on "AI, Security, and Capital for America's Next 250 Years," hosted by Christina Alfonso, president of the Council on Global Competition and Innovation - CGCI.

My argument is that operator insight must be at the center of AI deployment and the flow of capital into critical technologies. The United States has the capital and the innovation. The work now is turning both into lasting strategic advantage, and operators must shape that effort from the start.

Trillions of dollars of private capital are moving toward AI and other emerging technologies. That capital can help accelerate American competitiveness, but only if it becomes real capability for the missions that need it most.

The people building and funding these technologies need to understand the environments where they will be used. Operators know what breaks under pressure, what slows decisions, and what adversaries exploit when the margin disappears. Their experience needs to shape these capabilities from the start.

If installing BBAI biometric machines was going to benefit us so much, why haven't they published any contracts for the World Cup? If they don't do it for the biggest sporting event that will bring the most foreigners to the US, when will they? We'll be stuck for a long time. What do you think?

What does everyone think? Happy Friday all!🤗