Could BBAI actually become a major AI/defense player?
I’ve been digging into it lately and it seems like one of those AI/government-tech plays that could either quietly become huge or completely stall out. I understand the basic story — defense contracts, AI analytics, government exposure, etc. — but I’m trying to separate real catalysts from pure hype.
A few things I’m curious about:
- What’s the actual bull case here long term?
- What makes BBAI different from companies like Palantir Technologies?
- Are there any major confirmed contract announcements, earnings dates, partnerships, or catalysts coming up?
- Is this actually viewed as a serious AI infrastructure/bottleneck play?
u/CDNYC100250 — 21 hours ago