Science videos that deserve more views, briefly explained & credited. Plus my own micro-cap research with sources. Long OPTX, AISP. Not financial advice. DYODD
Joined November 2023
- Tweets13.4K
- Following738
- Followers36.7K
- Likes2.1K
Pinned Tweet
Airship AI announced "$29M of awards" from DHS on Oct 1 and named nothing no program, no customer. So I pulled the federal procurement records. Both programs are there. Both were already running Airship. One of them went from $1.1M last year to $17.3M.
The press release said less than the public record does. $AISP
I own shares. As of now these are one-year orders; renewal has to be earned again next September, and this is a $70M company. Not financial advice DYODD
Bluntly Put Philosopher (BPP) retweeted
Anyone realize $AISP CIC program the had a “10:1 return on investment that generated $100 million in seizure value from a $10 million investment. The program directly contributed to 372 seizure events, including 255
pounds of fentanyl, 3,702 pounds of cocaine, 11,496 pounds of methamphetamine, 133 firearms, and nearly one million hot list hits.” Straight from DHS
Anyone realize $AISP CIC program the had a “10:1 return on investment that generated $100 million in seizure value from a $10 million investment. The program directly contributed to 372 seizure events, including 255
pounds of fentanyl, 3,702 pounds of cocaine, 11,496 pounds of methamphetamine, 133 firearms, and nearly one million hot list hits.” Straight from DHS
Bluntly Put Philosopher (BPP) retweeted
Airship AI announced "$29M of awards" from DHS on Oct 1 and named nothing no program, no customer. So I pulled the federal procurement records. Both programs are there. Both were already running Airship. One of them went from $1.1M last year to $17.3M.
The press release said less than the public record does. $AISP
I own shares. As of now these are one-year orders; renewal has to be earned again next September, and this is a $70M company. Not financial advice DYODD
Sources
1.Airship AI — $29M DHS awards
ir.airship.ai/news-events/pr…
2.Airship AI — $30.6M backlog
ir.airship.ai/news-events/pr…
3.NGDA award — 70B06C26F00001165
highergov.com/contract/NNG15…
4.CIC award — 70B02C26F00001254
highergov.com/contract/NNG15…
5.CIC presolicitation
highergov.com/contract-oppor…
6.DHS NGDA forecast — F2026074485
highergov.com/contract-forec…
7.NASA SEWP V contract information
sewp.nasa.gov/documents/cont…
8.NASA SEWP provider lookup
sewp.nasa.gov/sewpv/sewp5pub…
9.Fairwinds contract listings — includes 70B06C25F00001312
govconinabox.com/explore/con…
10.DHS CBP inventory — DHS-188 / Airship Outpost
dhs.gov/si/use-case-inventor…
11.DHS AI Strategy
dhs.gov/sites/default/files/…
12.HSToday — CIC program / Bryan Magers
hstoday.us/featured/hstoday-…
Bluntly Put Philosopher (BPP) retweeted
Amazing video on $AISP by @damonsean123, he does a great job explaining how the products keeps us safe based on his interpretation of their SEC filings, PRs, and govt contract record. The original YT link is in comments.
@michaelsikand @KawzInvests I think you might like the research here
Sources
1.Airship AI — $29M DHS awards
ir.airship.ai/news-events/pr…
2.Airship AI — $30.6M backlog
ir.airship.ai/news-events/pr…
3.NGDA award — 70B06C26F00001165
highergov.com/contract/NNG15…
4.CIC award — 70B02C26F00001254
highergov.com/contract/NNG15…
5.CIC presolicitation
highergov.com/contract-oppor…
6.DHS NGDA forecast — F2026074485
highergov.com/contract-forec…
7.NASA SEWP V contract information
sewp.nasa.gov/documents/cont…
8.NASA SEWP provider lookup
sewp.nasa.gov/sewpv/sewp5pub…
9.Fairwinds contract listings — includes 70B06C25F00001312
govconinabox.com/explore/con…
10.DHS CBP inventory — DHS-188 / Airship Outpost
dhs.gov/si/use-case-inventor…
11.DHS AI Strategy
dhs.gov/sites/default/files/…
12.HSToday — CIC program / Bryan Magers
hstoday.us/featured/hstoday-…
Amazing video on $AISP by @damonsean123, he does a great job explaining how the products keeps us safe based on his interpretation of their SEC filings, PRs, and govt contract record. The original YT link is in comments.