In short: #5, +187.8% — drones, satellite communications and missile systems for US defence agencies. Three stated causes, only one of them operating: "Defense spending is rising globally… Kratos joined the S&P MidCap 400 Index… The company gained momentum thanks to signing new contracts." Index inclusion listed as a return driver alongside the fundamentals is worth noting in a post about what drove 2025.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.