Breaking: Multiple companies are securing spots under the $151B MDA SHIELD IDIQ contract, signaling a major push in defense and counter-UAS technology development. Investors are closely watching stocks like KULR and SIDU as they become key players in these lucrative government programs.
This topic refers to a significant U.S. defense contract, the MDA SHIELD IDIQ, and its impact on companies involved in aerospace, defense, and related technology sectors.
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"The market's quietly repricing three asymmetric bets: $ASTS became a $151B defense prime (SHIELD) $NVTS is making or breaking on a GaN power pivot in [--] months and $MU is printing money off an "unprecedented" memory shortage through [----]. Most traders are watching the indices. Smart money is watching the infrastructure stack get rewritten. https://twitter.com/i/web/status/2014520962813689949 https://twitter.com/i/web/status/2014520962813689949"
X Link @undefined 2026-01-23T02:10Z [--] followers, [---] engagements
"$KULR Are we seeing another digital breadcrumb lining up with KULRs catalysts & developing pipelines Aurelius lands a $151B MDA Shield IDIQ for counter-UAS directed energy. KULR recently highlighted rapid prototype defense integration on a 400V DE power stack"
X Link @PlanetBCE 2026-01-22T20:19Z [---] followers, [----] engagements
"The solar stock shines $enph One of my several contrarian picks for [----] is $ENPH Down 90% from peaks but solar's future is bright. Mkt cap $4.75B TTM rev $1.51B [----] rev est. $1.3B (+15% YoY) undervalued at 23.6x P/E. @elonmusk : "Almost all energy long term will be from solar." Data centers & global https://t.co/eFE20YOnk2 One of my several contrarian picks for [----] is $ENPH Down 90% from peaks but solar's future is bright. Mkt cap $4.75B TTM rev $1.51B [----] rev est. $1.3B (+15% YoY) undervalued at 23.6x P/E. @elonmusk : "Almost all energy long term will be from solar." Data centers &"
X Link @itsDanfi 2026-01-22T19:34Z [----] followers, [---] engagements
"$SIDU The Defense Space Prime $151B Contract Ceiling + Breakout 🛰🛡 Sidus Space ($SIDU) has officially pivoted from a "Penny Stock" to a Defense Prime Contractor. The breakout above $3.50 confirms the market is pricing in the massive Missile Defense Agency (MDA) win. The "Space-as-a-Service" thesis is now a revenue reality. 🔥 The Catalysts (Why is it moving): The $151 Billion MDA Contract: Remember Sidus was named a prime awardee on the Missile Defense Agency's "SHIELD" IDIQ vehicle (Dec '25). This contract has a $151B ceiling. The market is just now realizing they are a key player in the"
X Link @Kellavxgh 2026-01-22T18:26Z [---] followers, [---] engagements
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