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russell smith

T2 · manager / operator
1 call·1 name·100% bull·last heard 2 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$NINE-MOTHERSNine Mothersposition

Defense tech startup sells $1.6M to DoD, targets 1000 units/$100M+ revenue next year

Nine Mothers has delivered actual units to DoD (not R&D), selling 35lb counter-drone robots at $150k each; expects 100+ units this year, 1000+ next year with multiple believable paths; labor-based model aligns with customer mental models.

TBPN2026-06→

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$NINE-MOTHERS
Nine Mothers
HIGHrussell smith·TBPN·2 months ago· position
Defense tech startup sells $1.6M to DoD, targets 1000 units/$100M+ revenue next year
Nine Mothers has delivered actual units to DoD (not R&D), selling 35lb counter-drone robots at $150k each; expects 100+ units this year, 1000+ next year with multiple believable paths; labor-based model aligns with customer mental models.
"We've sold like uh $1.6 million of stuff to the DoD as in direct sales of units... expecting to sell over 100 units this year and a thousand next year... aim is to do over 100 mil…"
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