$Kratos Defense & Security Sol

$Kratos Defense & Security Solutions(KTOS)$ Kratos Defense & Security secured about $400 million in Pentagon funding, aimed at expanding hypersonic and national security programs. That's a development worth watching.

What makes it interesting from a space perspective is the supply chain link. Rocket Lab is a direct Kratos supplier. Continued vehicle development from this kind of funding could potentially lead to more opportunities for launch demand related to programs like HASTE.

This is the kind of defense and space infrastructure theme I find compelling: government spending, advanced technology, and potential contract growth aligning.

Both Kratos and Rocket Lab are on my radar as this story unfolds.

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