Jason Simpkins and Angel Publishing’s Power & Profits are behind Golden Dome Riches; we trace the defense-stock pitch and test its Golden Dome claims against filings.
One promotion, several names — all of them point to the same pitch, and the same stock.
“Washington is spending millions to destroy weapons that cost less than a used car.” That’s the headline on Jason Simpkins’s Golden Dome Riches promotion, offered through Angel Publishing’s Power & Profits. The report is sold as “Golden Dome Riches: Trump’s $5.3 Trillion AI War Play.”
The pitch says Trump’s Golden Dome will become an AI-powered, space-based missile shield worth $5.3 trillion, and that a small defense company already supplies the electronics, radar, signal intelligence and processing needed to build it. It promises a proven supplier with products in more than 300 defense programs, major military contractors as customers and a backlog of about $1.33 billion. We identify the stock below with 92/100 confidence: high, but not certainty.
The giveaway is the unusually specific program list. The promotion points toward a company whose products appear in the F-35, Patriot and Predator and Reaper UAV programs, whose systems handle embedded processing, radar, electronic warfare and signals intelligence, and whose filings trace the business back to a 1981 incorporation. Add major defense-prime customers and Space Force work, and the search gets much narrower.
The same pitch is also branded as “Trump’s $5.3 Trillion AI War Play,” “Trump's $5.3 Trillion AI War Play,” “The $5.3 Trillion AI War Play,” “Trump's $5.3 Trillion Golden Dome Defense Shield,” “The Golden Dome Defense Initiative,” “The tiny defense firm at the heart of Trump's Golden Dome” and “Golden Dome Riches.” Different labels, same underlying promotion.
The stock is Mercury Systems, Inc. (MRCY). The strongest match is Mercury’s FY2025 Form 10-K, which says its products and solutions are deployed in more than 300 programs across 35 countries. Mercury’s 2023 Annual Report then supplies the older, highly distinctive fingerprints: F-35 Joint Strike Fighter, Patriot and Predator and Reaper UAV programs.
The rest of the trail points the same way. Mercury was incorporated in 1981, sells mission-critical processing at the edge where signals and data are collected, and identifies Lockheed Martin, Northrop Grumman, RTX and Boeing among its major customers. Its announced production agreements supporting the U.S. Space Force’s SCAR satellite-communications program add another unusually specific match. The filings do not call Mercury the “central nervous system” of Golden Dome, but the company’s radar, electronic-warfare, missile-defense and signals-intelligence portfolio explains why the promotion chose it.
The two bonus reports are much thinner matches. “The Oppenheimer Stock: Profit from Uranium 2.0” is best guessed as Centrus Energy (LEU), with 62/100 confidence, while “Victory Checks: How to Turn the $1 Trillion Defense Budget into Cold Hard Cash” is best guessed as COPT Defense Properties (CDP), with 64/100 confidence. Those are guesses, not confirmed identifications.
The offer bundles 2 bonus reports that tease their own stocks. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|---|---|
| The Oppenheimer Stock: Profit from Uranium 2.0 | LEU — Centrus Energy Corp. | 62/100 — probable |
| Victory Checks: How to Turn the $1 Trillion Defense Budget into Cold Hard Cash | CDP — COPT Defense Properties | 64/100 — probable |
The claim-by-claim checks below separate what company filings, product pages, the White House’s Executive Order 14186 and Department of Energy material actually support from the promotional flourishes. That distinction matters here: the underlying company is real, while several of the biggest labels are doing more work than the evidence.
| The promotion claims | Verdict | What we found |
|---|---|---|
| Its products are deployed in more than 300 defense programs. | Checks out | Mercury Systems’ FY2025 Form 10-K says its products and solutions are deployed in more than 300 programs across 35 countries. |
| Its products are used in the F-35 fighter program. | Checks out | Mercury’s 2023 Annual Report lists the F-35 Joint Strike Fighter among mission-critical programs using its products and solutions. |
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The pitch’s central claim is that Trump’s $5.3 trillion Golden Dome will need AI defense electronics, Mercury is already embedded in the relevant military systems, and that makes this overlooked company a major opportunity.
The first link holds. Executive Order 14186, issued on January 27, 2025, calls for a broad missile-defense architecture with space-based tracking sensors and defenses against ballistic, hypersonic, cruise and other aerial threats. Mercury is also a genuine defense-electronics supplier with products deployed across hundreds of programs and relationships with the major contractors likely to matter in any large defense buildout.
The weakest link is the leap from “supplier with relevant technology” to “company at the center of Golden Dome.” Mercury’s materials say its products will shape core Golden Dome technologies, but they don’t establish that Mercury is the program’s central supplier, that it ranks first at the Pentagon for anti-drone or anti-hypersonic technology, or that a blueprint will unleash an avalanche of contracts. The $5.3 trillion figure isn’t established by the executive order or the Defense Department’s public Golden Dome materials either.
On its own merits, Mercury looks like a serious defense-electronics business worth researching, not a mystery micro-cap hiding behind a curtain. The promotion called it tiny and claimed it was 84 times smaller than Palantir and 40 times smaller than Lockheed Martin; the cited market data put Mercury at about $6.45 billion, roughly 56 times smaller than Palantir and 20.7 times smaller than Lockheed. A real backlog and real military programs support the business case. They don’t turn a broad policy initiative into a guaranteed order book.
How confident are we? 92 out of 100. We identified Mercury Systems, Inc. (MRCY) from the promotion's own clues and checked 74 of its claims against filings, earnings calls, ownership records, market data and public reporting. This is our analysis, not the publisher's disclosure — we have no relationship with them.
Knowing which stock it is only gets you halfway. We score MRCY on valuation, profitability, growth, financial health and momentum — and reach our own conclusion, independent of how it was sold to you.
See the MRCY data →Independent of the promotion — our own numbers, score and analysis.
Everything we track on MRCY in one place — the TickerSpark Score, price charts, key financials, and our latest coverage.
| Checks out |
| Mercury’s 2023 Annual Report lists the Patriot missile program among its mission-critical program positions. |
| Its products are used in Reaper UAVs. | Checks out | Mercury’s 2023 Annual Report specifically names Predator and Reaper UAVs among programs where its products and solutions have been deployed. |
| It is the Pentagon’s number-one provider of anti-drone and anti-hypersonic technology. | Can't verify | Mercury’s filings and website describe it as a leading defense-electronics supplier, but neither Mercury nor the Department of Defense establishes a number-one Pentagon ranking for anti-drone and anti-hypersonic technology. |
| It supplies critical systems to Lockheed Martin. | Checks out | Mercury’s FY2024 Form 10-K lists Lockheed Martin among its top customers, and Mercury announced a collaboration with Lockheed Martin on sensor-processing technologies. |
| It supplies critical systems to Northrop Grumman. | Checks out | Mercury’s FY2024 Form 10-K lists Northrop Grumman among its top customers and defense primes using Mercury products. |
| It supplies critical systems to Raytheon or RTX. | Checks out | Mercury’s FY2024 Form 10-K lists RTX Corporation, formerly Raytheon Technologies, among its top customers. |
| It supplies critical systems to Boeing. | Checks out | Mercury’s FY2024 Form 10-K lists Boeing among its top customers. |
| It supplies critical systems to the U.S. Space Force. | Checks out | Mercury announced production agreements with BlueHalo and AeroVironment supporting the U.S. Space Force’s SCAR satellite-communications program. |
| The company has a backlog of about $1.33 billion. | Checks out | Mercury’s FY2024 Annual Report reported year-end backlog of $1.3 billion; later company disclosures imply the June 2024 figure was approximately $1.33 billion. |
| Its advanced AI systems are becoming the central nervous system of Golden Dome. | Overstated | Mercury’s Golden Dome webpage says its products will shape core Golden Dome technologies, but it does not call them the shield’s central nervous system. |
| It is a proven defense supplier rather than a startup seeking its first contract. | Checks out | Mercury was incorporated in 1981, reports products deployed across more than 300 programs, and identifies major defense primes and government organizations among its customers. |
| The Pentagon is preparing a first Golden Dome deployment blueprint. | Can't verify | The White House order required a reference architecture and implementation plan, while the Defense Department later said it had developed a draft; the public record does not establish a planned public release of a first deployment blueprint. |
| The blueprint could trigger new defense contracts. | Can't verify | The White House and Defense Department describe planning requirements for Golden Dome, but neither source quantifies or confirms a contract avalanche resulting from the blueprint. |
| Golden Dome is a $5.3 trillion initiative. | Can't verify | Executive Order 14186 and the Defense Department’s Golden Dome statement describe the mission and planning requirements but do not establish a $5.3 trillion price tag. |
| Golden Dome is a full-spectrum defense grid. | Checks out | Executive Order 14186 directs defenses against ballistic, hypersonic, cruise, and other next-generation aerial attacks, supporting the full-spectrum characterization. |
| Golden Dome is designed as a space-based defense grid. | Checks out | Executive Order 14186 calls for space-based tracking sensors, proliferated space-based interceptors, and related space architecture. |
| Golden Dome is designed to detect threats before they reach U.S. soil. | Checks out | The White House order directs capabilities to defeat missile attacks before launch and in the boost phase, while Mercury describes early-warning sensors and threat detection. |
| Golden Dome is designed to track threats before they reach U.S. soil. | Checks out | The White House order requires accelerated deployment of space-based tracking sensors, and Mercury describes radar and sensor systems for real-time target tracking. |
| Golden Dome is designed to destroy threats before they reach U.S. soil. | Checks out | Executive Order 14186 calls for boost-phase and other intercept capabilities, and Mercury describes a multi-layer shield using interceptors and terminal defenses. |
| Its products are deployed in more than 300 programs. | Checks out | Mercury’s FY2025 Form 10-K says its products and solutions are deployed in more than 300 programs. |
| Those programs include the F-35 fighter. | Checks out | Mercury’s 2023 Annual Report names the F-35 Joint Strike Fighter among mission-critical programs using its products. |
| Those programs include the Patriot missile system. | Checks out | Mercury’s 2023 Annual Report names the Patriot missile program among its mission-critical program positions. |
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