For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Thesis
Anduril builds software-defined, autonomous defense hardware and sells it on a product model rather than cost-plus. Arsenal-1 is a bet on mass-manufacturing attritable systems.
Catalysts
- Program-of-record and DoD funding wins
- Arsenal-1 production scale-up
- Most-anticipated defense-tech IPO