Everywhere you look, news headlines are about drones taking out critical infrastructure, hunting down soliders, and even engaging other drones in mid-air dogfights.
Jason Simpkins says there is a way to protect against all this and it's with one “Golden Dome” AI Defense Stock that is the backbone of the largest defense initiative in American history.
The Teaser
It’s no longer science fiction, drone warfare is here, but some are better prepared for this than others.
The terrifying video mentioned in the image caption above is this 2024 footage of a Chinese drone swarm.
Jason Simpkins is into this kind of stuff.
Whether it’s the Military Robotics Conference, the Chemical, Biological, Radiological, and Nuclear Defense Symposium or Space and Missile Defense Command briefings, he's been there as Angel Publishing's senior analyst on the ground.
We have previously reviewed his Area 51 IPO Company and “Smart Missile” Company. You have to respect the consistency.
This teaser is timely because the first major “drone war” between Russia and Ukraine is still raging, while the second major one, between the U.S. and Iran, recently started.
However, one angle that I haven't seen covered anywhere is that if the “new normal” of the battlefield is drones and bandwith rather than tanks and missiles, this puts America at a major disadvantage.
This is because China controls about 80% of the global drone supply chain.
The figure above isn't from China, it's from the Atlantic Council, a U.S. think-tank.
From critical rare earth minerals used in manufacturing, which China has limited external exports of, to mission critical components, it costs China a fraction of what the U.S. and others pay to make an advanced military drone like the R6000.
A machine that can cross the Taiwan Strait in under 30 minutes with enough payload to level an entire city block.
But make no mistake, America still has the world’s most powerful military, capable of winning a head-to-head encounter against any rival.
However, the fact that it now relies on its biggest rival for critical drone components is a failpoint and unless something is done about it FAST, it could lose control of the battlefield forever.
The Pitch
One little-known defense tech firm is stepping up and it's name is only revealed in a new report called “Golden Dome Riches: Trump's
$5.3 Trillion AI War Play.”
It comes included in a risk-free trial of Jason's weekly investment advisory, The Crow’s Nest.
The cost is $99 for the first year (normally $249) with a “six-month, every-penny-back guarantee.“
The Pentagon's Secret Weapon
Drastic times call for drastic measures.
This ancient Greek quote applies to present-day America since there's no quick solution to it's dependence on enemy technology.
High costs, limited production capacity, and a bureaucratic procurement process mean it will take years, if not longer, to catch up to China in terms of drone capabilities.
The solution is a full-spectrum defense grid designed to detect, intercept, and destroy any threat, including AI-powered drones, before it reaches the U.S.
This is what Trump’s proposed “Golden Dome” is all about.
Modeled on Israel’s Iron Dome, which uses AI-enhanced radar and missile interceptors to destroy up to 90% of incoming threats before they strike. America's version is being designed as a full-spectrum AI-powered shield that combines satellite tracking, real-time radar, AI-guided counter-missiles, and even orbital laser systems.
It is meant to blanket the entire country with more security than your local mom and pop jewelry shop.
Trump has already signed the executive order directing the Department of Defense to develop “a next generation shield” and that's where Jason Simpkins' AI Defense Stock comes in.
This isn’t a startup hoping for a contract, it's already the Pentagon's secret weapon as it's “#1 provider of anti-drone and anti-hypersonic tech.”
As Trump’s hundred billion dollar plus “Golden Dome” initiative accelerates, Jason believes this company could become the single biggest defense winner of the decade.
Let's find out what it is.
Revealing Jason Simpkins' “Golden Dome” AI Defense Stock
Jason didn't hold back when talking about this “tiny defense firm.”
- This company is a 40-year veteran of U.S. defense and partnered with the biggest names in the military-industrial complex such as the U.S. Air Force, Navy, and Lockheed Martin, among others.
- It's AI-powered edge computing and advanced signal intelligence can detect and neutralize hypersonic missiles and cyber threats before they strike.
- A $1.33 billion contract backlog makes it a clear growth play.
Jason is likely talking about Kratos Defense & Security Solutions Inc. (Nasdaq: KTOS).
- Kratos was originally founded in 1994 as Wireless Facilities Inc. (WFI), so 30+ years ago, and has won multiple U.S. Air Force, Navy contracts, in addition to a Lockheed Martin collaboration.
- The company describes itself as “engineering and deploying technology and systems that continuously move national security forward,” with a specialization in unmanned systems, space, propulsion, hypersonics, and microwave electronics.
- Kratos had a record backlog of $1.5 billion as of the end of 2025.
A Win for Defense = A Windfall for Investors?
According to Jason, this could be the most urgent and profitable military buildout in modern history.
It's a noted point, because historically military buildouts have been profitable for defense, aerospace, and energy sector stocks.
Most recently, the Russia/Ukraine conflict sent the stocks of some European defense contractors, like Rheinmetall (ETR: RHM), surging by more than 1,000%.
Could the same happen with Kratos?
The stock has already run up by more than 170% over the past year and is up nearly 7% so far this year.
This has made it one of the most expensive stocks in the entire market, with a valuation of 635x current earnings, at last check.
As a value guy, such a price is sacrilege. But from a growth standpoint, it admittedly has some solid catalysts in place.
The first is the theme of this teaser, America's proposed “Golden Dome” defense shield.
Nothing is official, but Kratos appears poised to support it's development by supplying the sensor and interceptor tech, which is crucial for the space-based shield component.
The second catalyst is the Middle East conflict and what it could potentially lead to…global conflict.
Energy shortages are already affecting Asia, Europe is next if things persist or escalate.
This means even more money going towards defense, with $200 billion in additional military funding being sought.
Nevertheless, even with the world seemingly being the ‘this is fine' meme:
I'm still not buying into Kratos at its currently prevailing price.
Quick Recap & Conclusion
- Jason Simpkins says the age of AI drone warfare is here and the way to protect against it is with a “Golden Dome” AI Defense Stock.
- This is all about Trump's executive order directing the Department of Defense to develop “a next generation shield“, which is where Jason Simpkins' AI Defense Stock comes in.
- It's name is only revealed in a new report called “Golden Dome Riches: Trump's
$5.3 Trillion AI War Play.” It comes included with a risk-free trial of Jason's weekly investment advisory, The Crow’s Nest, which costs $99 upfront for the first year (normally $249). - The Greenbull has you covered though, because we were able to reveal Jason's pick for free as Kratos Defense & Security Solutions Inc. (Nasdaq: KTOS).
- Kratos has several major catalysts in place that could take its price higher over the short-term, but over the longer-term reality and economics will catch up to it's overvaluation.
Will the U.S. end up getting a “Golden Dome” defense shield? Let us know your thoughts in the comments.