You might remember a few weeks ago I detailed an incredibly lucrative opportunity in the defense sector…
The Golden Dome.
I even name-checked a bunch of companies that are going to be involved…
Booz Allen Hamilton (NYSE: BAH), Lockheed Martin (NYSE: LMT), RTX Corp. (NYSE: RTX), Boeing (NYSE: BA), and L3Harris (NYSE: LHX).
But there was one I left out, and I’m kicking myself for not having included it.
That’s Mercury Systems (NASDAQ: MRCY).
I first recommended Mercury to my Secret Stock Files subscribers back in September 2023.
It’s one of our more modest holdings.
It’s not the 400% gain we scored on Rocket Lab (NASDAQ: RKLB), or the 150% gain we landed on Intuitive Machines (NASDAQ: LUNR).
But it’s still up a solid 25% since my initial recommendation a year and a half ago.
And it’s holding onto a 10% gain YTD — despite all the volatility we’ve seen.
So let’s talk about why…
Mercury Systems: A Sleeper Defense Play
Like I said back in February, Mercury is a turnaround play that’s gaining traction.
The company makes critical components for dozens of defense majors, including Lockheed Martin, RTX, and Northrop Grumman.
In fact, it’s involved in more than 300 defense programs, including the F-16, F-18, and F-35 fighter jets, Predator and Reaper drones, and Patriot missile system, just to name a few.
That alone gives the stock a lot of juice.
Remember, Congress added $6 billion to the U.S. defense budget in the continuing resolution that got passed earlier this year.
And now President Trump is saying his next official defense budget will approach — if not surpass — $1 trillion.
That’d be a massive 17%–18% increase in defense spending. And it’s poised to flood the entire defense sector, further buoying all the stocks I just mentioned.
But that’s not all.
Mercury also stands to benefit from that other massive defense initiative I just mentioned — the Golden Dome.
The Next Leg Up: The Golden Dome
Simply put, the Golden Dome is the biggest defense initiative since the Manhattan Project.
It’s going to be a multi-layered defense shield spanning air, land, sea, and even space.
It’s going to be able to detect, track, and intercept any missile, drone, or hot air balloon China sends our way.
And Mercury is going to be at the center of it all.
That’s because it manufactures radar systems with 360-degree fields capable of catching any low-flying threats radars might miss.
Its electronic warfare systems can jam AI drone swarms mid-flight.
And its AI-powered edge computing and advanced signal intelligence can track and neutralize hypersonic missiles and cyber threats before they strike.
Microsoft Goes Nuclear
Microsoft is building its own nuclear power plants to power its AI ambitions. And for investors, this is a massive opportunity.
Because one little-known company will deliver the nuclear fuel for these reactors.
And it's set to rake in BILLIONS as a result.
Most people have no idea this company even exists. That’s why shares are still cheap.
Get the full story here.
Make no mistake, this isn’t going to be anything like Israel’s Iron Dome, which was designed to intercept mortars, cruise missiles, and shoulder-fired rockets.
It’s going to be much more sophisticated than that.
It’s a full-spectrum defense grid — designed to detect, intercept, and destroy any threat before it gets anywhere near U.S. soil.
And Mercury’s involvement with it is going to add another massive tailwind to a stock that’s already on the upswing.
Remember, Mercury’s last earnings report was a massive win:
- Its revenue jumped 13%, to $223 million.
- Its adjusted EPA swung from a $0.42 loss to a $0.07 gain.
- Its operating cash flow surged an astonishing 88%, to $85.5 million.
- And its backlog jumped 6%, to $1.4 billion
These results weren’t just good. They were stellar.
And they’re part of a trend that’s carried Mercury stock over 64% higher in the past year.
Now, it’s set to profit even further from its involvement in the Golden Dome.
But here's the thing...
Mercury isn't the only company that's going to be involved in the Golden Dome.
There will be others with even greater potential.
That's why you should check out my latest report on President Trump's "AI Victory Plan."
It details the cutting-edge defense tech companies that will surge by triple digits as the defense budget soars and the Golden Dome comes to fruition.
So make sure to check that out here.
Fight on,
Jason Simpkins
Simpkins is the founder and editor of Secret Stock Files, an investment service that focuses on companies with assets — tangible resources and products that can hold and appreciate in value. He covers mining companies, energy companies, defense contractors, dividend payers, commodities, staples, legacies and more...
In 2023 he joined The Wealth Advisory team as a defense market analyst where he reviews and recommends new military and government opportunities that come across his radar, especially those that spin-off healthy, growing income streams. For more on Jason, check out his editor's page.
Be sure to visit our Angel Investment Research channel on YouTube and tune into Jason's podcasts.
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