Member-only story
BigBear.ai — The Meme Stock of AI Defense?
Alright, let’s talk about BigBear.ai — ticker BBAI.
Lately, this little AI company has been popping up everywhere. Its stock price is running, it’s trending on StockTwits, and retail traders are throwing around words like “short squeeze” and “the next Palantir.”
But here’s the question: what is BigBear.ai, really? What do they sell? How do they stack up against Palantir or C3.ai? And why are insiders selling while retail traders are hyping it up?
Let’s break it down together.
What BigBear.ai Actually Does
So BigBear.ai calls itself a decision intelligence company. That sounds buzzy, but here’s what it means in practice.
They build software that helps government agencies and defense contractors take massive amounts of raw data — like satellite imagery, logistics info, troop readiness data, border surveillance feeds — and make sense of it.
One of their platforms, called ORION, is used by the military for planning exercises and readiness testing. Imagine you’re the Army and you want to know: “What happens if we move these units here…
