I just put $5,000 behind this small cap at 18.
After doing hours of research, I think Kraken Robotics $KRKNF has one of the best risk-reward setups in the entire defense sector right now.
• Market cap: Near sub $1B after a 60%+ pullback from its 52-week high of $8.13
• Anduril: Supplies SeaPower subsea batteries for Anduril’s UUV programs
• Orders: 2026 product orders total $327–355M across sonar, KATFISH and batteries
• Guidance: $290–320M revenue and $65–75M adjusted EBITDA
• Listing: TSX Venture, with plans to apply for a full TSX listing in late 2026 or early 2027
• Setup: Autonomous underwater systems are becoming critical to modern defense and maritime security
You’re essentially getting exposure to the same defense, AI, and autonomy trend as Anduril, but at a fraction of the valuation.
This is exactly the type of setup I like when the market is pricing in fear.
$10 is coming for $KRKNF