“Discover Anduril's Secret Partners the Moment You Join The Skousen Report” is the headline on Mark Skousen’s promotion for The Oxford Club. The report is sold as “Anduril’s Secret Partners: 3 Stocks Set to Soar 1,500%.”
The pitch promises three companies connected to Anduril, the defense contractor behind systems such as the Ghost Shark and Denali. It says only 500 report copies are available and that access ends today.
We identify the full three-stock basket below. Confidence is high on the set, with Archer Aviation the strongest match.
What the pitch tells you without telling you
The sales copy leaves a trail of unusually specific hardware clues. One company is Anduril’s exclusive aircraft partner, tied to a hybrid VTOL plane that takes off like a helicopter and flies like an airplane. Another supplied the rocket motor case for Anduril’s Denali hypersonic booster. The third is linked to deep-sea batteries for the Ghost Shark and trades over the counter in the United States.
The same pitch is also branded as “Secret Partner Stocks.” Those names refer to the same Anduril partner-stock promotion, not separate ideas.
The stocks behind Anduril's Secret Partners
The three stocks are Archer Aviation Inc. (ACHR), Karman Holdings Inc. (KRMN), and Kraken Robotics Inc. (KRKNF). Archer is the headline pick and the cleanest identification, with confidence of 98/100.
Archer announced an “exclusive partnership” with Anduril on December 12, 2024, to jointly develop a hybrid VTOL military aircraft. The same announcement disclosed $430 million of additional equity capital and the launch of Archer Defense. That combination of an exclusive aircraft deal, the roughly $4 billion valuation clue, and the helicopter-to-airplane description is a very tight fit.
Karman is the Denali supplier. Its announcement says it developed, tested, and delivered the rocket motor case for Anduril’s 18-inch hypersonic booster, and its hypersonics materials describe more than 20 years of flight-proven experience. That earns Karman a 96/100 identification confidence.
Kraken is the weaker but still credible match at 82/100. Kraken’s SeaPower batteries are pressure tested and rated to 6,000 meters, and the company disclosed a $0.6 million 2021 order from Dive Technologies, which Anduril acquired in 2022. The connection is real enough to explain the clue, but neither company publicly says every Ghost Shark uses Kraken batteries.
| # | Ticker | Company | Our confidence |
|---|
| Main pick | ACHR | Archer Aviation Inc. | 98/100 — high |
| 2 | KRMN |
Checking the pitch against the filings
The claim-by-claim check compares the promotion’s partnership, product, financial, and production language with Archer’s December 12, 2024 announcement and 2024 Form 10-K, Karman’s SEC filings and Denali materials, Kraken’s financial releases and SeaPower materials, Anduril’s production statements, and market data. Where the evidence supports a narrower claim than the promotion makes, the distinction matters.
ACHR — Archer Aviation Inc.
| The promotion claims | Verdict | What we found |
|---|
| Anduril signed an exclusive deal with Archer Aviation | Checks out | Archer’s December 12, 2024 announcement called the arrangement with Anduril an “exclusive partnership” to jointly develop a hybrid VTOL military aircraft. |
| Archer Aviation was a roughly $4 billion company | Checks out | Archer’s latest market capitalization was approximately $4.0 billion to $4.25 billion, consistent with the promotion’s rounded figure. |
|
KRMN — Karman Holdings Inc.
| The promotion claims | Verdict | What we found |
|---|
| Karman supplied the rocket motor case for Anduril’s Denali booster | Checks out | Karman’s Denali announcement says it developed, tested, and delivered the rocket motor case for Anduril’s Denali 18-inch hypersonic booster. |
| Karman has more than 20 years of flight-proven hypersonic experience | Checks out | Karman’s hypersonics materials describe more than 20 years of flight-proven performance and 20-plus years of flight-proven expertise in hypersonic missions. |
|
KRKNF — Kraken Robotics Inc.
| The promotion claims | Verdict | What we found |
|---|
| Every Ghost Shark runs on batteries from Kraken Robotics | Can't verify | Kraken disclosed a $0.6 million 2021 SeaPower order from Dive Technologies, which Anduril acquired in 2022, but neither Kraken nor Anduril publicly states that every Ghost Shark uses Kraken batteries. |
| Kraken’s deep-sea batteries are proven to work 6,000 meters down | Checks out | Kraken says SeaPower batteries are pressure tested to 660 bar, equivalent to 6,000 meters of ocean depth, and are rated for that depth. |
|
Claims the record contradicts
Where the pitch outran the record
“Archer launched its entire defense division on the back of the deal” — Archer’s December 12, 2024 release did announce Archer Defense and said the financing would support it, but it also described the proceeds as available for general corporate purposes rather than showing that one deal alone created the entire division.
“Karman parts already fly on missile and space programs across the U.S. arsenal” — Karman’s filings document support for proven missile-defense programs, and the company was a key supplier on ULA’s flown Vulcan Cert-1 mission, but the public record does not establish that its parts are already flying across the full U.S. missile and space arsenal.
“Kraken’s batteries are the only ones of their kind proven at 6,000 meters” — Kraken documents a 6,000-meter rating and full-depth pressure testing, but no authoritative source establishes that SeaPower is the only subsea battery with that capability or proves repeated real-world deployment at that depth.
“Kraken’s profit margins were above 60%” — Kraken reported a 62.1% gross margin for 2025, but its latest net margin was negative 0.63%, so the promotion turned a gross-margin figure into a broader claim about profit margins.
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The deadline, examined
The promotion says the deadline is today and limits the report to 500 copies. We received this campaign on one day so far, August 7, 2026, so the record is too thin to judge whether the deadline rolls.
The stated deadline is attached to access to the report, not to a checkable event such as an earnings date, regulatory decision, or contract award. One day tells us very little about whether the 500-copy limit is meaningful, but it also gives us no reason to treat the countdown as an investment deadline.
The rest of the catalogue
This is the third Mark Skousen pitch we’ve identified. “Trump’s Next Stock Buy” pointed to Talon Metals Corp. (TLOFF), up 13.22% since we revealed it. “Single-Stock Retirement Play” pointed to Hon Hai Precision Industry, or Foxconn (HNHPF), down 1.39% over the same period.
That’s a small ledger, not a verdict on the analyst. It does give readers a useful bit of history before treating this new promotion as an isolated discovery.
Worth owning, or just worth pitching?
The pitch’s central claim is simple: Anduril is scaling next-generation defense systems, these three companies supply important pieces of them, and that connection could make all three 1,500% winners.
The first link holds. Archer has a genuine exclusive Anduril aircraft partnership, Karman has a documented Denali motor-case role, and Anduril says its expanded solid-rocket-motor facility is intended to reach 6,000 tactical motors a year by the end of 2026. Kraken also has a real deep-sea battery product and a documented order tied to the company Anduril later acquired. Those are businesses and contracts, not vapor.
The weakest link is the leap from a partner relationship to a 1,500% return. The Ghost Shark claim stretches a $0.6 million Dive Technologies order into the assertion that every vehicle uses Kraken batteries, then adds an $8 million battery load per vehicle that Kraken’s public disclosures don’t support. The financial language needs trimming too: Kraken reported revenue of $91.3 million in 2024 and $102.0 million in 2025, not $63 million and $87 million, while its 62.1% figure was gross margin and its latest net margin was negative 0.63%.
As a basket, the three companies aren’t interchangeable. Archer and Karman carry the thesis: each has a specific, public Anduril connection, with Archer offering the clearest strategic partnership and Karman the clearest component-level evidence. Kraken has an interesting battery business, including a facility expansion designed to triple current battery-production capacity, but its Anduril connection is the least confirmed. Worth researching on their individual merits, perhaps. The filings support three genuine defense-adjacent businesses; they don’t support a neat 1,500% forecast.
How confident are we? ACHR 98, KRMN 96, KRKNF 82 out of 100. We identified 3 stocks from the promotion's own clues and checked 20 claims across them against filings, earnings calls, ownership records, market data and public reporting. Confidence is scored per stock, so a weaker one does not borrow credit from a stronger one. This is our analysis, not the publisher's disclosure — we have no relationship with them.
