저자: HazeTV진행자 · 한국인
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BlackRock·미 국방부 투자 AI 방산주 TOP5 소개. 팔란티어(400조 시총 주장, 2분기 매출 언급), BigBear.ai(주당 $9~10 돌파 전망), Kratos(2.7조 매출·$100 전망), Lockheed Martin(매출 증가 전망, 저가 매수 언급), Anduril(투자 유치·상장 기대) 순으로 종목별 근거를 제시. 자막 오인식으로 수치 신뢰도 낮음.
다듬은 글
Hello, viewers. This is Haze TV. Today, for the sixth session, I would like to discuss the top 5 AI defense stocks invested in by BlackRock and the U.S. Department of Defense that are expected to surge 1,000%, including Palantir and Big Bear AI . With the emergence of content regarding the K-defense industry being reorganized by AI, covering everything from G-2 to strike, I can say that an era is opening where AI and unmanned systems will lead the entire operation of future warfare, from G-2 to strike .
Therefore, rapid growth is predicted in the market where AI and defense are combined. We believe it can grow by more than four times in the future. In today's video, I will recommend five promising AI defense stocks that have the potential to grow tenfold . The first company I would like to mention is Palantir Decodology.
It is currently around $160. This is a stock that has shown a rise of nearly 20% over the past month and has already reached a market capitalization of 400 trillion. I can tell you that this company collects AI- based data and all kinds of war data; since the war in Ukraine, it has been continuously collecting data such as query data and decision-making data .
In addition to that, there are now AI programs dedicated to transportation such as Titan, and we are developing programs used by the U.S. government, as well as AI technologies that NATO can utilize . Therefore, I believe it is the most promising company compared to others because it provides an AI military defense platform applicable not only to the United States but also to international organizations, and furthermore, it is building defense cooperation networks with next-generation defense leaders such as Anduril and L.E.
Harris. Additionally, as of the second quarter of 2025, it recorded sales of approximately 1 trillion won. I would like to emphasize that since the company has sales of up to 4 trillion in 2025, it is a stock that institutional investors hold the most of during the New York era. It is very good as Vanguard, BlackRock, Morgan Stanley, and JP Morgan hold it, and while continuous net buying is currently occurring in supply and demand and the stock is breaking through its all-time high, large-scale buying is not taking place .
I would like to point out that the price range is quite burdensome . However, I view it as the best stock in the AI defense software industry, with the potential to double or triple in value, even reaching 1,000 trillion won. Next, I would like to talk about Big Bear AI. Here, it is 7.4 degrees and 4 degrees .
The stock is surging by nearly 10% after the video was uploaded, and as an AI defense company with a market capitalization of about 2 trillion won, the CEO of this company established the firm after working at the Korea Customs Service and in the security department . In particular, for applications, it is being applied in areas such as defense and intelligence, as well as in production and island extraction .
So, I can emphasize that they have launched Orient Orient Ominette and are providing many tools that the U.S. military can use. With a recent announcement stating that they have advanced AI orchestration for Army drone swarm operations, drone swarms are currently a very hot topic in warfare . It implements a system that uses AI to select and attack enemies, rather than launching a large number of drones to attack .
So, CS announced some incredibly good news regarding the integration of artificial intelligence into the US age gap status control node . And sales are currently skyrocketing by more than 5%, reaching around 34 billion, and the growth profit is now coming out at 7.4 million. Growth Mars is a company with over 40% market share and an order backlog of 400 million, so we believe it is a company that deserves attention in the future market .
As a company invested in by BlackRock, Goldman Sachs, and Morgan Stanley, there has recently been a large net buying trend, and since the stock price has risen as well, I believe there is a high possibility that it will break through $10 from $9.10. I also consider it an AI defense stock that could rise more than tenfold in the long term .
The next company I would like to mention is Krats Defense and Security Solutions. It is around $60, and it surged 30% after the video was uploaded. It is a company with a market capitalization of about 10 trillion . This company is currently developing the Z Drone, Hypersonic Systems, Air Defense Systems, Radar Systems, Rocket Training Systems, and next-generation engines.
In particular, it is demonstrating excellence in the technology of utilizing AI for Z drones . I would like to mention that we are now developing unmanned systems capable of playing a leading role in future warfare, and furthermore, we have partnered with SHIELD AI for the Kratos Tactical Jet Drone .
So, Shield AI is also a company that provides incredibly powerful AI drone system software . So, we expect to achieve tremendous results in such places, and in the case of the Crater 5th Generation Jetron, it is equipped with stealth. It is also noteworthy that it is not mounted on enemy radar, and with current sales showing a significant upward trend of around 2.7 trillion, institutional investors are now making planned, record-breaking purchases.
The emphasis is that the massive supply and demand is the point that warrants this asterisk. I have a black look band like this. In the case of Ark Investment, for example, they have a lot of innovative investments. And now that supply and demand are very strong, I expect it will go to break through its all-time high.
It has currently reached $60, and I forecast that it will easily break through to $100. I believe this is an AI defense stock that you should remember, as it could potentially go up more than tenfold in the long term . Next up is Lockheed Martin. It is currently around $422 . With a market capitalization of around 10 trillion won, it has shown a sharp decline of about 7% over the past six months.
You can consider this company a mega-corporation with 18 trillion won in revenue, and it is a company with significant weight . This company manufactures the F-35, a best-selling and super-powerful fighter jet . We are also making FECB. So, you can consider it simply the top in the fighter jet sector.
The fact that sales increased in 2025 can be viewed positively, and it is demonstrating excellence in areas such as missile control systems and interception systems . Since missile sales are also increasing by more than 13%, revenue is also rising. So, in the case of 2025, it will rise slightly . Amidst a situation where sales are expected to rise by about 4% to 5%, institutional supply and demand are not particularly good, but there is still a forecast of sales growth.
Furthermore, it is a stock heavily held by State Bank, Street, Vanguard, and BlackRock, and it fluctuated significantly recently due to massive selling pressure . So, it seems we can now approach it to some extent through low-price buying . And even if it doesn't go up much, it could rise by about one or two weeks.
You can view it as a stable AI defense stock that feels stable, and I think we can evaluate the fact that they are now making serious attempts to integrate AI positively. The next company I would like to mention is Anduril. The U.S. Army's next-generation command and control prototype has received an investment of $90 million, which is over 100 billion won .
I think that is very good, and as for Andri, he is introducing a dedicated military application AI called Letis. So, you can think of it as a company that provides a system allowing a single soldier to control various weights simultaneously. It offers reliable solutions for controlling drones, army equipment such as tanks, or maritime vessels in a timely manner.
And it's autonomous driving. It can do all those things that move autonomously. It provides a system that integrates the sea, army, and sky . And that involves real-time standing to process all of those things in real time, meaning that it can be processed using computer vision . So, as a company providing data solutions that enable humans to visualize the shape of fighter jets, their paths, and movements, and utilize machine learning and artificial intelligence for detection and tracking, as well as classify and analyze the nature of the entities to allow for response, I believe that with the investment from the U.S.
Department of Defense and the subsequent listing, the stock price could skyrocket . This concludes my presentation on the top 5 AI defense stocks that have surged 1,000% and are invested in by the U.S. Department of Defense . If there are any companies you like the most, please leave a comment. If you enjoyed today's video, please press the like and subscribe buttons. That was Haejubu TV. Thank you for watching.
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