One of the anduril premises is that military manufacturing needs to no longer be concentrated in the major military contractors, and instead components distributed within industry - so production can easily scale during wartime and components can be commodified. $LASR seems like they fit this concept. 

Five years ago the company was largely industrial. Now roughly have military / half civilian. It has consistently grown defense earnings from ~10m less than 10 years ago to ~100m annually now. Really ballpark looking at ~25% cagr on that side. And trading at less than 2x. Promising companies in this space are trading at 20x or beyond.

They got whacked to the tune of ~15% today because low earnings preview. This is kind of expected given that bull case here lies in a military contract later in the year.

I have a good chunk of options dated for much later in the year.