19 Mar, 10:05LatestSwarmer's roughly $600M market cap is hard to justify for a company that generated only $300,000 of revenue in 2025. The recent IPO has about $17M in backlog. x.com SWMR
Dr J RouldFull-Time Tech Investor, Quantum/Cybersecurity, Philosophy Background17 MayVOYGVoyager Technologies is a space company in the right sector at the right time, with a growing, mostly government backlog of $275M. Revenue is very small against its $2B market cap and the company burns cash, but $429M of cash against a $67M quarterly burn implies 2-3 years of runway before it would urgently need to raise capital. It was not a favorite in earlier space research, but the stock is breaking out of a wedge that looks good to the mid-$40s as a swing trade. x.com Ask Alva0