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Started By
Message
BBAI (Big Bear AI)
Posted on 9/17/25 at 7:33 am
Posted on 9/17/25 at 7:33 am
One to keep an eye on.
I got my position two days ago ($5.15) after Rep. Lisa McClain disclosed that she bought and then overnight Goldman Sachs announced they increased their position over 200% (but still not a lot like 6mm).
BigBear.ai provides AI-powered decision intelligence solutions to help organizations make sense of complex data, identify blind spots, and predict outcomes.
Their AI, machine learning, and computer vision technologies are applied to real-world problems in sectors like government, defense, national security, global supply chains, cybersecurity, and critical infrastructure. The company offers platform-driven solutions and specific technologies, such as its Truface facial recognition system, to address challenges in areas like logistics, border security, and defense force management.
Small market cap at around 2b.
Items to note: Lisa sits on the committees that would have direct influence over large defense contracts that Big Bear would be competing for.
The CEO of the company has direct ties to Trump and served with him in his last administration.
I got my position two days ago ($5.15) after Rep. Lisa McClain disclosed that she bought and then overnight Goldman Sachs announced they increased their position over 200% (but still not a lot like 6mm).
BigBear.ai provides AI-powered decision intelligence solutions to help organizations make sense of complex data, identify blind spots, and predict outcomes.
Their AI, machine learning, and computer vision technologies are applied to real-world problems in sectors like government, defense, national security, global supply chains, cybersecurity, and critical infrastructure. The company offers platform-driven solutions and specific technologies, such as its Truface facial recognition system, to address challenges in areas like logistics, border security, and defense force management.
Small market cap at around 2b.
Items to note: Lisa sits on the committees that would have direct influence over large defense contracts that Big Bear would be competing for.
The CEO of the company has direct ties to Trump and served with him in his last administration.
This post was edited on 9/17/25 at 7:38 am
8
Posted on 9/17/25 at 7:52 am to I Love Bama
The biggest argument for BBAI is that Palantir is over saturated on government contracts and the government likely wants to diversify its vendors. That’s the argument, govt just needs someone besides Palantir
Posted on 9/17/25 at 7:56 am to I Love Bama
Are they good at what they do?
Posted on 9/17/25 at 8:42 am to SmackoverHawg
Good is relative and I am not inside the DOD. That said, they continue to win government contracts so that is an indicator that they are performing.
Posted on 9/17/25 at 9:15 am to I Love Bama
I've watched it since December. Owned it in the 3s.
Don't know it well enough though to buy, hold, add with conviction.
I may do some more reading.
Don't know it well enough though to buy, hold, add with conviction.
I may do some more reading.
Posted on 9/17/25 at 9:27 am to bayoubengals88
I feel like with how much this has been pumped and still doesn’t do much the float must be pretty high
Who in atch and nfe
Who in atch and nfe
Posted on 9/17/25 at 9:34 am to el Gaucho
quote:That's one thing I don't like. 2.2bn market cap at $6/share
I feel like with how much this has been pumped and still doesn’t do much the float must be pretty high
Posted on 9/18/25 at 6:37 am to bayoubengals88
Posted on 9/23/25 at 9:54 am to I Love Bama
Stock up another 14% today. The government partnerships keep rolling in.
Posted on 9/23/25 at 10:04 am to I Love Bama
This and SOUN have been performing great lately. Seems like the AI sector has heated back up in the past 2-3 weeks.
Posted on 9/23/25 at 11:09 am to I Love Bama
quote:
after Rep. Lisa McClain disclosed that she bought
quote:not sure I’ll ever not get irrationally mad reading about just the optics of these trades
Lisa sits on the committees that would have direct influence over large defense contracts that Big Bear would be competing for.
Trump could do more to start restoring confidence in congress by reforming policy regarding their trading. They should be limited to having to invest in full index funds or ETFs instead of single plays where they are privy to information and part of the decision makers on awarding contracts picking winners and losers.
Posted on 9/23/25 at 11:13 am to SuperSaint
Does anybody want to buy nxxt with me
It’s a data center play
It’s a data center play
Posted on 9/23/25 at 11:50 am to el Gaucho
I been looking at it
Added PATH today - agentic AI play
Also RXRX - pharma play that uses AI for drug development
Added PATH today - agentic AI play
Also RXRX - pharma play that uses AI for drug development
Posted on 9/23/25 at 11:52 am to Upperdecker
Path fake been watching it
Did you see my secret stock I posted it the other day
ETA: ai is fake
Did you see my secret stock I posted it the other day
ETA: ai is fake
This post was edited on 9/23/25 at 11:53 am
Posted on 9/23/25 at 11:59 am to el Gaucho
APLD? Man I had it around $10 average and sold in the $14s. Big whiff on my part
My SOUN and RR shares are soaring
My Nuke SPACs starting to go too. HOND up bigly
Edit: why PATH fake, haven’t done full DD yet
My SOUN and RR shares are soaring
My Nuke SPACs starting to go too. HOND up bigly
Edit: why PATH fake, haven’t done full DD yet
This post was edited on 9/23/25 at 12:01 pm
Posted on 9/23/25 at 12:02 pm to Upperdecker
No the other secret stock
Path had its big run a couple days ago and has been bleeding down since
Path had its big run a couple days ago and has been bleeding down since
Posted on 9/23/25 at 12:17 pm to el Gaucho
You’re gonna have to spell it out, you post too much for me to go through your post history haha
PATH looks like it has plenty of room to run, most AI stonks going much more than 30%
PATH looks like it has plenty of room to run, most AI stonks going much more than 30%
This post was edited on 9/23/25 at 12:18 pm
Posted on 9/23/25 at 12:23 pm to I Love Bama
I'm in BBAI and up bigly already. If you missed this one and want the poor man's BBAI (which is the poor man's PLTR), then take a look at GRRR also.
Posted on 9/23/25 at 12:23 pm to Upperdecker
Guldf baw
ETA: British palantir
ETA: British palantir
This post was edited on 9/23/25 at 12:24 pm
Posted on 9/23/25 at 12:35 pm to SuperSaint
quote:
not sure I’ll ever not get irrationally mad reading about just the optics of these trades
Just copy trade them and you will feel much better. Lot of accounts on twitter post all the buys and sells.
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