nLIGHT: Trump's Golden Dome Play
Source: SeekingAlpha
2026-02-10 07:47:28 ET
Investment Thesis
The Iron Dome, Israel's air defense system, played a critical role in protecting its cities from short-range missiles and drones coming from Lebanon, Iran, and Gaza in the recent war. However, the conflict revealed significant shortcomings in the air defense system, including the costs of ammunition. Israel found itself using high-tech Tamir missile interceptors with an estimated price between $40,000 and $50,000 each to shoot down a low-tech drone costing a fraction of that. Ammunition levels were also running low....
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nLIGHT: Trump's Golden Dome Play
nLIGHT Inc.
NASDAQ: LASR
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Semiconductors and Equipment
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