AISP
Trump PickBORDERAirship AI Holdings, Inc
Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Winner Score
80
Current Price
$2.86
Market Cap
N/A
As of Close 2026-06-22
Key Takeaways
- •$15.3M DHS contract is ~15% of $98.5M mcap; shares still ~60% below 52w high.
- •Secured a $15.3M DHS contract for advanced border surveillance technology
- •Validates their AI platform within federal homeland security infrastructure spending
- •Analysis from 2026-06-22.
Policy Edge
$15.3M DHS contract is ~15% of $98.5M mcap; shares still ~60% below 52w high.
Investment Thesis
- Secured a $15.3M DHS contract for advanced border surveillance technology
- Validates their AI platform within federal homeland security infrastructure spending
- Micro-cap valuation leaves massive upside as border policy spending accelerates
AISP offers the most explosive asymmetric setup among the finalists. The $15.3M DHS contract is highly material to its $98.5M market cap, representing a massive fundamental catalyst. With the stock trading 60% below its 52-week high, the market has not fully priced in this policy-driven growth trajectory.
Policy Context
Policy Rationale
The $15.3M DHS award directly integrates AISP into the administration's 'virtual wall' border security policy. This shifts the company from a speculative AI play to a verified federal contractor benefiting from expanding border enforcement budgets.
Technical Setup
Up 14.86% over the past month but still 60.28% off its 52-week high, the stock shows emerging momentum with plenty of technical runway in a RISK_ON regime.
Key Risks
- •Micro-cap volatility and dilution risk
- •High short interest and customer concentration
Recent Performance History
89 Total Picks • 45% Win Rate (7d) • 61% (30d)
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-06-18 | NPK | DEFENSE | $131.84 | $128.09 | -2.84% | N/A | N/A | N/A |
| 2026-06-16 | PSN | INFRA | $55.66 | $48.65 | -12.59% | N/A | N/A | N/A |
| 2026-06-15 | PSN | INFRA | $55.49 | $48.65 | -12.33% | -12.33% | N/A | N/A |
| 2026-06-12 | GEO | BORDER | $28.44 | $29.67 | +4.32% | +4.32% | N/A | N/A |
| 2026-06-11 | ABAT | ENERGY | $3.42 | $2.93 | -14.33% | -8.77% | N/A | N/A |
| 2026-06-10 | SAIC | DEFENSE | $114.23 | $100.60 | -11.93% | -6.57% | N/A | N/A |
| 2026-06-09 | USAR | RESHORING | $20.90 | $24.12 | +15.41% | +4.02% | N/A | N/A |
| 2026-06-08 | HNRG | ENERGY | $16.92 | $18.93 | +11.88% | -2.78% | N/A | N/A |
| 2026-06-05 | PSN | BORDER | $58.72 | $48.65 | -17.15% | -3.44% | N/A | N/A |
| 2026-06-03 | USAR | RESHORING | $27.98 | $24.12 | -13.80% | -27.34% | N/A | N/A |
| 2026-06-02 | PSN | INFRA | $60.84 | $48.65 | -20.04% | -3.83% | N/A | N/A |
| 2026-06-01 | ALMU | RESHORING | $26.21 | $23.34 | -10.93% | -6.56% | N/A | N/A |
| 2026-05-29 | LUNR | SPACE | $43.83 | $21.99 | -49.83% | -33.01% | N/A | N/A |
| 2026-05-28 | RGTI | RESHORING | $27.03 | $21.38 | -20.90% | -10.62% | N/A | N/A |
| 2026-05-22 | RDW | SPACE | $17.49 | $13.02 | -25.56% | +48.08% | -25.56% | N/A |
Schema v1.0 | Pipeline v1.2.0