Possible scenario
Army Fast-Tracks Steelfin
42% Chance
The U.S. Army treats Steelfin as a credible answer to its sub-$250,000 interceptor requirement and moves it into near-term evaluations. Anduril's recent manufacturing expansion and Voyager partnership make this the most likely path if early cost and performance claims hold.
Secondary impacts
- Industrials +0.6%
Tickers
- VOYG+2.7%
- RTX-0.9%
- LMT-0.6%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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