SAIC
Science Applications InternatioDEFENSEReal policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Investment Thesis
Secured $192M Air Force ABMS digital infrastructure contract
Provides critical systems integration for future multi-domain operations
Strong momentum setup fits perfectly in current RISK_ON regime
While SAIC's setup relies on a contract rather than direct funding, it offers a reliable momentum play in a RISK_ON regime. I am bypassing the higher-scoring USAU because its score is highly misleading: the $1.6B CHIPS catalyst actually belongs to a different company (USA Rare Earth), and USAU faces severe short-seller allegations.
The $192M award ties directly to the Air Force's ABMS program, a critical and expanding federal initiative for network-centric warfare.
Shares are up 23.29% over the past month and trading within 7.44% of 52-week highs, showing excellent relative strength.
Score is misleading due to a mismatched catalyst (USA Rare Earth vs U.S. Gold Corp) and a credible short report alleging pump-and-dump ties.
Recent Performance History
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-06-09 | USAR | RESHORING | $20.90 | $20.33 | -2.73% | N/A | N/A | N/A |
| 2026-06-08 | HNRG | ENERGY | $16.92 | $15.81 | -6.56% | N/A | N/A | N/A |
| 2026-06-05 | PSN | BORDER | $58.72 | $56.47 | -3.83% | N/A | N/A | N/A |
| 2026-06-03 | USAR | RESHORING | $27.98 | $20.33 | -27.34% | -27.34% | N/A | N/A |
| 2026-06-02 | PSN | INFRA | $60.84 | $56.47 | -7.18% | -3.83% | N/A | N/A |
| 2026-06-01 | ALMU | RESHORING | $26.21 | $22.30 | -14.92% | -6.56% | N/A | N/A |
| 2026-05-29 | LUNR | SPACE | $43.83 | $26.53 | -39.46% | -33.01% | N/A | N/A |
| 2026-05-28 | RGTI | RESHORING | $27.03 | $19.44 | -28.06% | -10.62% | N/A | N/A |
| 2026-05-22 | RDW | SPACE | $17.49 | $14.87 | -14.98% | +48.08% | N/A | N/A |
| 2026-05-20 | SAIC | SPACE | $96.54 | $114.23 | +18.32% | +5.30% | N/A | N/A |
| 2026-05-19 | STRL | INFRA | $728.29 | $770.25 | +5.76% | +7.58% | N/A | N/A |
| 2026-05-18 | ABM | INFRA | $40.17 | $44.87 | +11.70% | -0.35% | N/A | N/A |
| 2026-05-15 | RDW | DEFENSE | $14.06 | $14.87 | +5.76% | +24.40% | N/A | N/A |
| 2026-05-14 | PSN | ENERGY | $51.15 | $56.47 | +10.40% | +1.29% | N/A | N/A |
| 2026-05-13 | RDW | SPACE | $11.46 | $14.87 | +29.76% | +28.88% | N/A | N/A |