I took advantage of today’s dip to buy $QUIK (-0.28%): a company that offers uniquely exposure to two of the biggest megatrends that will shape 2025: Agentic AI and Post-Quantum Cryptography.

$QUIK (-0.28%) stands out as the only pure play in the emerging space war defense sector, specializing in radiation-hardened chips for satellites and military applications—a field poised for explosive growth this year. With the recent $1B acquisition of FlexLogic by $ADI (-0.14%) and their decision to discontinue licensing FlexLogic’s IP, $QUIK (-0.28%) has solidified its position as the sole provider
of eFPGA IP for advanced nodes like Intel 18A. This shift has already led to increased inquiries from major players, and the CEO confirmed that some discussions are in advanced stages.

With $33M in defense contracts already secured, a major delayed Q1 contract on the horizon, and profitability on a non-GAAP basis, $QUIK (-0.28%) ’s fundamentals are strong. Its improving gross margins and solid balance sheet further reinforce the bullish case.

The company's expertise in radiation-hardened chips and its secure supply chain make it a vital player in the rapidly evolving field of Space Warfare Defense.

At this price, in few months you might regret having slept on this huuuge opportunity: NOT FINANCIAL ADVICE!!! 👀👀👀