Note: remarks do not suggest purchase or sale of securities; ideas believed realistic, but not assured for accuracy or completeness. Comments thus 'as is' with errors or omissions, with 'all risks'. Consult your advisor before making decisions as you are on your own recognizance.

Commented on $BBAI $BBAI.WS - Stock: You'll Regret Buying Now Due To Overvaluation And Dilution.

Commented on $BBAI $BBAI.WS - Stock: You'll Regret Buying Now Due To Overvaluation And Dilution.

Commented on $BBAI $BBAI.WS - Stock: You'll Regret Buying Now Due To Overvaluation And Dilution.

Commented on $BBAI $BBAI.WS - Stock: You'll Regret Buying Now Due To Overvaluation And Dilution.

Commented on $BBAI $BBAI.WS - Stock: You'll Regret Buying Now Due To Overvaluation And Dilution.

Commented on $BBAI $BBAI.WS - Stock: You'll Regret Buying Now Due To Overvaluation And Dilution.

Update; defensive market seems far from our day.. multiple winners with at the helm. Thanks to a few that appreciated our enthusiasm over recent weeks especially. Cheers!

Thanks everyone for appreciating this gem since the 2’s. Now I’m thinking 9-10 after lunch and maybe 12-15 next week. Eventually envision higher than that.

Pullback absorbed fast and BBAI now above the referenced 7.50 level pointing to a further advance.

Market X-ray: not expecting any dramatic decisive outcomes ahead of the weekend. S&P should stay within the broad range; perhaps perk-up if they want to make something out of the below consensus NFP; although it's doubtful. Many unemployed Federal workers are probably forthcoming too and most late-stage Biden Adm, hiring was Gov’ment work and healthcare. Ai efficiencies including what $BBAI offers will also trim some payrolls. None of this will suppress S&P or special tickers for today. Next week will be interesting.

Update: market morning at midday; but BBAI acts well. Here's a summary: One aspect most missed; was the first 'insider buying' in January.. by AE (Ultimate Holdings).. the controlling shareholder was an insider seller last year frequently.. I noted and we bought BBAI on every purge following those sales. Now they were buyers for the first time in ages; obviously clued-in to what was coming.. and more. We are not selling as $BBAI is barely started with new contracts and projects 'gelling' under the new CEO (former head of CBP and DHS). Price does not reflect the magnitude of BBAI growth and prospects. Yes, $BBAI is a not-so-little $PLTR as it evolves. And possibly even expands relationship with Palantir (with autonomous Navy vessels) as well as $RDW . Note BigBear's Chairman is also the RedWire CEO (actually they signed an agreement that I'll call 'space management' ... evolves from work on the orbiting ISS and goes forth). We'd like to see BBAI close above 7.50 today or Friday; thus suggesting a leg-up into the low-to-mid 'teens.

PS: I’ve been asked about our this morning.. hah..wonder why. Notably excellent consolidation and as noted to subscribers last night .. a move over 7.50 might launch another leg up for this long-nurtured home run that is barely started growing their National Security footprint plus commercial Aviation and more. $BBAI also partners with $PLTR in classified DoD projects.

Market X-ray: on a daily S&P chart one can envision a bit higher; with a lot of dependence on the very stocks that are so expensive; mag-seven. So that has an implication that time is limited before risk returns. But, it's February. In this market we continue to focus on special situations; several of which can benefit from forthcoming technical and AI commitments from Washington, and realization that the geopolitical situation won't diminish just because DOGE is of a mind to fire so many. But it's the fastest way to clean house to rebuild; at the same time it's not a very introspective way to separate wheat from chaff.

@StockMKTNewz @DeItaone Could Alexa embrace SoundHound?

@PLTRs_Palantir @DailyPalantir Yes great. So is new DOD contract.. lifts BBAI to a higher level with PLTR partner.

You’re welcome: ‘Command’ level at the Pentagon .. part of Elon’s streamlining as well as more verticals evolve from this. I wonder if 20 is too low a target price?

$BBAI read my earlier post. This is at Pentagon ‘Command’ level .. likely part of the new streamlined management. Being at the top enhances military and space connectivity and interoperability with other and $PLTR systems as they partnered to share algorithms and more . We liked Palantir since 16, and love BigBear since under 2. $BBAI deserves to be a teenager very soon .. eventually higher.

$BBAI our long/running enthusiasm is affirmed. Especially for the new CEO. The key DoD software announced today -if you think about it- is a preferential order for BigBear decision guidance right at the top leadership of the Pentagon. Perhaps chosen in-lieu of Palantir. Clearly SecDef and JCOS will be informed of risk assessment by $BBAI .. that’s as ‘in’ as it gets. Major in-play ticker shaping up? Ought to run to double digits if investors read and re-read today’s Press Release to grasp how high up this is. Congratulations to BigBear and notice the PR uses McLean VA as HQ not Maryland.. proximity to NSA and CIA. ?

Market X-ray: good morning! you've got sort of a 'fragile equilibrium' for now; less so on the trade front and suddenly more on the geopolitical front vis-a-vis Iranian Oil. S&P to be defensive at today’s start. Export controls limiting China's interloping into our AI technology is a key topic to focus more on. It is a continued emphasis that a broadening AI and Quantum story is the heart of market focus now; and less so on legacy mega-cap stocks. Yes, BBAI & SOUN remain at the heart of National Security, AI and Generative Voice Ai, as far as defense and the commercial sector. Hardware may grow; but not like in the past. Our ongoing 'Application Software' emphasis as to where things were heading, was and remains true. If anything, controversies over Quantum and then emergence of China's knock-off of ChatGPT, actually brought more attention to our 'focus tickers'. Today both BBAI and SOUN should work higher to start.

So far so good per prior forecasts: now market makers briefly rebuild inventory to feed out ahead of or into further gains.