Its Last Four Bets Sent Stocks Soaring. Now A 25-Year-Old Company May Be Sitting Right In The Middle Of The Fifth
For most of American history, Washington didn’t buy stock in companies.
That changed in 2025.
And since then, one strategy has worked again and again:
Follow where the U.S. government puts its money.
Bet #1: Chips. In August 2025, Washington took a 10% stake in Intel for roughly $9 billion. That stake is now reportedly worth around $45 billion.
Bet #2: Rare earths. The government became a major shareholder in MP Materials, the rare earth miner. According to CNN, the stock soared 276% within months.
Then Trilogy Metals, a critical minerals company. The stock roughly tripled.
Bet #3: Quantum. This May, the Commerce Department announced $2 billion for nine quantum computing companies… in exchange for a piece of each one.
Bet #4: Steel. And recently, the Pentagon took a $65 million stake in a steel company called Hertha Metals.
Chips. Minerals. Quantum. Steel.
The pattern is simple.
When something is critical to America’s safety…
And China controls too much of it…
Washington moves.
So what’s the fifth bet?
It’s not chips.
It’s not rare earths.
It’s not quantum.
It’s not steel.
It’s something America is burning through faster than it can replace.
Something China dominates.
And something two wars have just proven may be the most important on the planet.
Washington has already put more than $1 billion behind it.
And according to the Wall Street Journal, the Pentagon has spent months in talks about funding deals that could include the government taking an ownership stake.
Sound familiar?
That’s the Intel playbook.
The day that report hit, one stock in this space jumped 57%. In one afternoon.
We found a little-known NASDAQ company we believe is positioned right in the middle of it.
Most of the hot names in this space didn’t exist a few years ago.
This company has been building in it for more than 25 years.
It has already worked with the U.S. Army.
Just last month, it was awarded a five-year military contract by the Canadian government.
One of its products literally hangs in the Smithsonian.
It reported about $132 million in cash at the end of June (Canadian dollars), with very little debt.
And its revenue just hit a record, up 26% from a year ago.
Here’s the kicker.
Just days ago, one of the hottest names in this industry put $5 million into this company. At $5.35 a share.
And on that day in May when the sector exploded?
This company jumped almost 17%… even though it wasn’t named in the report.
It trades on the NASDAQ, so you can look it up in a regular brokerage account today.
We put together a short video with the company name, the ticker, and the full story.