Kraken Robotics. Every tracked FinTwit mention of $PNG.V, newest first. 120 mentions since the first on Jun 19, 2025. See the price chart.
June 2026 · 6 mentions
Jun 4
Black Panther Capital — My bet is:
> Some choppy periods, more up towards November 3, 2026 which is the date of midterm election.
> Trump is a business man, he will do whatever it takes to have market i…↗
Jun 2
Black Panther Capital — Holy fk! +14,000 new followers in a single day.
I had to put my phone down and just sit with that for a minute. I genuinely couldn’t process what I was looking at. You don’t see a…↗
Jun 1
Black Panther Capital — Return since 2024: +206,98%.
I don’t short.
I don’t dont leaps.
I don’t do options.
I don’t use leverage.
I don’t charge anything.
I don’t have a subscription.
I don’t get paid by…↗
Jun 1
PhotonBull — There we go
$KRKNF $PNG.V https://t.co/ekGQ0CgzXA↗
Jun 1
Black Panther Capital — Port doing Semi OK today.
$NOK $NBIS $PNG.V $AAOI showing the way.
$ASTS $SIVE $RKLB getting hammered.
Leaves me at -0,59%.
Any news on $RKLB today? https://t.co/AApGUhQz5U↗
Jun 1
PhotonBull — $KRKNF $PNG.V
It seems like the thesis is playing out👀↗
May 2026 · 27 mentions
May 31
PhotonBull — The market reaction in space stocks leading up to the SpaceX $SPCX IPO makes me very excited for what happens when Anduril finally goes public
Some notable SpaceX 'meme' proxies t…↗
PhotonBull — Got enough $KRKNF $PNG.V?
Australia and Anduril have already partnered to develop the Ghost Shark, which carries around $10M of Kraken Robotics components per sub (Pre Covelya, pr…↗
Black Panther Capital — Here’s a full breakdown on our monthly economy and what we use:
For context we are 2 adults and 3 kids. Tax around 38-50% depending on income. Top 1% national income.
Monthly hou…↗
Black Panther Capital — My boss doesn’t know I’m planning to leave him.
Not for another employer.
For compounding.
At 40% annual returns, capital can grow roughly 10x in about 7 years.
Most people unde…↗
Black Panther Capital — I hope you were fast enough to trim in pre-market.
🚨Here’s the zones to watch out for.
$OSS → $6.03
$IREN → $33 or $21
$NBIS → $95 or $79
$CIFR → $11.47
$RKLB → $52
$AAOI → $69…↗
Mar 25
Michael Sikand 🦑 — $KRKNF / $PNG.V This underwater drone specialist powering Anduril and protecting Hormuz from mines...
Is trading at a lower stock price as it was before:
- it bought another mari…↗
Mar 25
Michael Sikand 🦑 — Fundrise's private startup ETF $VCX is trading at 19x NAV.
Not 2x. Not 3x. 19x.
No wonder the elites deemed us retail investors too stupid to invest in private startups.
Here ar…↗
KawzInvests 🦑 — Anduril supply chain gauntlet loading:
Subsea: Kraken Robotics $KRKNF / $PNG.V
EagleEye: Syntec Optics $OPTX
Fury: ???
Find the last stone and we snap our way to early retiremen…↗
Jan 19
Michael Sikand 🦑 — Kraken's TSX-V ticker $PNG.V absorbing fears around US / Canada / Greenland tensions
Fear is natural but I don't think a risk to the thesis as defense products are tariff exempt.…↗
Jan 14
MicroCapClub — Congrats to members @scottfelsenthal for the original profile, @maxwellhouse99 for the re-profile, and Valueseeker123 for the continued commentary on $PNG.V
The power of the commu…↗
KawzInvests 🦑 — THIS IS MASSIVE the Navy just launched "ShipOS" with Palantir to fix submarine production.
Their own words: "fragmented technology systems and siloed data have resulted in unneces…↗
KawzInvests 🦑 — $KRKNF $PNG.V leadership additions
Bernard Mills moves from Board to EVP Defence - former President of Ultra Sonar Systems, Chairman of CADSI. Three years on Kraken's board, now e…↗
KawzInvests 🦑 — But underwater autonomy has a constraint most people miss.
Aerial drones commoditized quickly after Ukraine. Low barriers. Thousands of cheap units.
Underwater is the opposite. O…↗
Nov 28
MicroCapClub — Recent discussion over the last 48 hours on our community include $TLA.V $GG.V $URL.CA $BQE.V $CEK.DE $PHX.AX $NPTH.V $CODI $NURS.V $SMTI $TBLD.L $SUP.L $BKHT.DE $NICU.V $TRBR.V $S…↗
Nov 26
KawzInvests 🦑 — Desjardins just raised their $PNG.V target 30% to C$6.50. Still conservative in my view.
The note says Kraken is “significantly undervalued” vs defense peers trading at 30-140x.…↗
KawzInvests 🦑 — Palmer Luckey on Rogan:
"Anduril has an internal policy called China 2027. Anything we're working on needs to be built with the assumption that sometime in 2027, China moves on Ta…↗
Oct 21
KawzInvests 🦑 — This guy sold his Mclaren to buy the Top Anduril Proxy
The car was worth 300k and losing value daily
Kraken is the sole supplier of batteries and sonar for Anduril's entire under…↗
KawzInvests 🦑 — @HyperTechInvest Underwater Robotics. The underwater revolution is coming. $KRKNF $PNG.V
September 2025 · 6 mentions
Sep 20
MicroCapClub — These microcap companies have active discussions on our forum in the last 24 hours.
$CPL.WA $PNG.V $NRXS $LEU $RSSS $IZEA $SLV.CA $SNWV $TGEN $ACNT $LGL $7378.T $DRX.TO $LIT.L $M…↗
Sep 18
KawzInvests 🦑 — @fusco_financial You should check out Kraken Robotics $PNG.V; they supply a lot of Anduril’s subsea gear↗
Sep 18
KawzInvests 🦑 — @TaiwansDefense You should check out Kraken Robotics $PNG.V; they supply a lot of Anduril’s subsea gear↗
Sep 18
KawzInvests 🦑 — @anduriltech @Australian_Navy Don’t sleep on Kraken Robotics ( $PNG/ $KRKNF) - The best Anduril proxy investment out there.
August 2025 · 1 mention
Aug 15
MicroCapClub — These microcap companies have active discussions on our forum in the last 24 hours.
$AUUA.V $MCHX $E.TO $MAI.TO $QMCI $PNG.V $PXHI $SGRP $ISSC $PCSV $VASO $RPID $SOFW.TA $KLNG $NU…↗
July 2025 · 1 mention
Jul 16
MicroCapClub — Congrats members @scottfelsenthal @maxwellhouse99 and especially Valueseeker123 on $PNG.V
+1460%
🚀 🚀 🚀 https://t.co/0OYfcR4g39↗
June 2025 · 2 mentions
Jun 24
MicroCapClub — These microcap companies have active discussions on our forum in the last 24 hours.
$MPTI $ACNT $CGS.AX $NRXS $TALK $PNG.V $MYO $IDR $KLNG $DTEA.V $RMB.V
To view these discussio…↗
Jun 19
MicroCapClub — These microcap companies have active discussions on our forum in the last 24 hours.
$MPTI $HAYPP.ST $MCB.TO $LFMD $BOF $QRHC $PNG.V $KLNG $LOVE.V $OCO.V $RMB.V $LFCR $SLYG.F $PESI…↗
Michael Sikand 🦑 — Kraken Robotics ($KRKNF / $PNG.V) just dropped its Q1 earnings report.
This is the subsea drone stock supplying Anduril's maritime products division, that launched out of obscurit…↗
May 28
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock som…↗
PhotonBull — Earnings for Kraken Robotics are out!
$KRKNF $PNG.V https://t.co/wxN6kcGvxq↗
May 28
PhotonBull — This guy called the defense bottom
My $ONDS calls should be having a good day
$AVEX $EOS.AX $KRKNF $PNG.V $AVAV $KTOS $MLRN https://t.co/ASLxhPJNqS↗
May 27
PhotonBull — A little under a year ago I was building my $KRKNF $PNG.V position around $2
It is now at 6$, a 3x from my initial buys
The highs earlier this year were above $8 which was a 4x r…↗
May 27
Black Panther Capital — > Short-term portfolio: +200% YTD.
> Long-term portfolio: +75% YTD.
+1K new followers since yesterday.
We just hit 25K followers. Amazing!
This 2-minute post will save you from…↗
May 26
Daniel Koss — Pretty funny how $PNG.V is an easy double from here but FinX only liked the stock at all-time high.
Now everyone just... forgot about Kraken to buy much more expensive, more specu…↗
May 26
Daniel Koss — Why I'm bullish $PNG.V 80IQ version.
There are a couple of great reasons to buy the stock like huge upcoming catalysts, low correlation to high beta AI stocks, great potential Tai…↗
May 25
Daniel Koss — Sweet $PNG.V / $KRKNF up ~9%
Currently 25% of my portfolio. https://t.co/YBeYR4MdFE↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
May 24
Black Panther Capital — I wrote a letter to my future self today. Sealed it.
Wrote: “Open during the next bad week” on the envelope.
Here’s what it says.
“You hold $IREN, $NBIS, $CIFR, $ONDS, $RKLB, $…↗
May 24
Black Panther Capital — I’ve gotten several request to do a post on how my portfolio setup is.
New here? All content and analysis are free. 100% transparency on the path to $2M.
So here’s a breakdown:…↗
May 21
Daniel Koss — Best performing stocks in my watchlist today:
$FCEL up 31%
SK Square up 14%
$NBIS up 14%
$OUST up 12%
4 of the 5 stocks I recommended the most to subscribers.
Hmmmm almost as if…↗
May 13
Black Panther Capital — 🤯WOW!
I actually think this might be my best day across both my portfolios.
Long-term: 10%
$NBIS $AAOI $OUST $CIFR $RKLB $IREN $PNG.V $ONDS
Short-term: 20%
$PENG $SIVE
Here’s…↗
May 11
BMSInvests — Bought more $AVAV & $KRKNF / $PNG.V↗
May 10
Black Panther Capital — This is one of 2026 and 2027 most underrated AI autonomous plays out there right now:
Russia has severed 11 subsea cables in 15 months in the Baltic Sea.
Not because of accidents…↗
May 9
Black Panther Capital — My wife's dad from UK is here during the weekend.
He asked me at dinner tonight what I invest in.
I listed them. All nine.
$IREN. $NBIS. $CIFR. $ONDS. $RKLB. $AAOI. $AMPX. $PNG.…↗
May 7
Black Panther Capital — Colleague at lunch today going on about how he finally bought $NVDA .
Said it like he discovered fire.
I nodded. Asked how it was going. He said he was up a bit, felt good about…↗
May 6
Black Panther Capital — My wife asked me why I keep a list of numbers in my phone.
I told her: because the market needs to know where I expect to be. Not the other way around.
Here's the scoreboard.
$O…↗
May 4
Black Panther Capital — Nobody told the norm this:
The best investments of the next 5 years won’t appear on CNBC.
They won’t have celebrity endorsements.
They’ll be in SEC filings.
In DoD contract an…↗
May 4
Black Panther Capital — Dear me in 2029,
I hope you held $IREN when it was in the $40s.
I hope you held $NBIS when it was around $90.
I hope you held $CIFR when it was near $12.
I hope you held $RKLB…↗
— 🤯I’M SO FK BULLISH THE NEXT 5 YEARS!
The Nasdaq just had its longest winning streak since 1992. The AI buildout is not over. The picks-and-shovels companies with real backlog are…
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
The numbers first.
YTD: +40% 1 Year: +157% Max: +129%
The $SPX is 'almost' flat on the year. The Nasdaq just snapped a 13-day winning streak. M…↗
Apr 21
Daniel Koss — Chat with @michaelsikand about:
- current market
- $KRKNF / $PNG.V earnings and outlook
- the AI trade ( $NBIS $MU $AEHR etc.)
- defense, drones, etc. ( $OUST )
- chasing hot stoc…↗
Apr 21
Black Panther Capital — First time I invested 10 years ago. I lost a shit-ton of money.
Second time. I was lucky. Plain luck. I did not understand anything.
Third time. Bull trap and bear market ripped…↗
Apr 20
AlmaCap — $AVEX, I'm long.
>Beat Anduril on a $646M sole-source EUCOM contract.
> Q1 2026 guidance is $200–208M vs Q1 2025 of $72M — that's +283% YoY.
>GPS-denied navigation tested against…↗
Apr 20
Black Panther Capital — I’ve just created a free group on X.
No paid access. No guru nonsense. No signals. No sales funnel.
The goal is simple:
A serious space for like-minded investors to discuss mark…↗
Apr 17
Black Panther Capital — Added $HIMS to my portfolio today.
Smashed my workout. Hit 10h shift. 5 one-to-ones. They were happy.
Past week on the market: 2 months salary.
Kissed wifey goodnight. 2 beers i…↗
Apr 16
Black Panther Capital — 20,000 followers.
i'll be honest. mixed feelings.
not because i'm not grateful. i am. but because i'm also tired.
tracking markets, a portfolio, a career, a family, two kids in…↗
Apr 15
Michael Sikand 🦑 — My #1 position $KRKNF / $PNG.V is reporting Q4 earnings tomorrow.
Here's what I'm watching for.
1. Updates on the new Halifax battery factory. My asymmetric thesis is built on th…↗
Apr 13
Black Panther Capital — ten picks, ten green lights.
f… love this game man.
$OUST $AAOI $OSS $IREN $NBIS $CIFR $AMPX $RKLB $ONDS $PNG.V https://t.co/G1XchmCJfx↗
Apr 11
Black Panther Capital — back at +16% YTD and 90% all time.
here’s the simple rules I follow:
- no leaps.
- no shorts.
- no options.
- no leverage.
- always complete due diligence
- always maintain a cle…↗
Apr 10
Michael Sikand 🦑 — $KRKNF / $PNG.V don't fear short term price action with this god tier drone long 🦑
Focus on the bigger picture.
1) The Anduril ramp has NOT started. Factory is complete, Hegseth…↗
Apr 8
Black Panther Capital — Serious wealth comes from concentrated conviction, not from owning everything.
I believe these 8 names have the potential to redefine entire sectors:
$AAOI
$NBIS
$IREN
$AMPX
$OND…↗
Apr 8
Black Panther Capital — The market is telling you the same thing in plain English:
Energy shock risk is easing.
Risk assets are catching a bid.
The second-order winners are not the obvious ones.
AI in…↗
Apr 3
Michael Sikand 🦑 — These are the customers that make you rich whether OpenAI implodes or not 🤤
$KRKNF $PNG.V https://t.co/GSZnAhwdAQ↗
Apr 1
Black Panther Capital — I took a new position recently.
Massively undervalued. Overlooked. No analyst coverage.
Zero volatility. No earnings risk.
Insiders have been quietly accumulating past 6 months.…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
— Good to see people educating retail on the market. I am a big fan of accounts like Michael's that allow the little guy to beat institutional capital to the punch. Saw him do it wit…
Michael Sikand 🦑 — The Iran War has exposed our economy's extreme dependence on the ocean.
If our enemies control the sea, they control the world.
This was exactly my thesis when I went balls deep…↗
Mar 12
Michael Sikand 🦑 — OH MY GOD $KRKNF / $PNG.V 🇺🇸
U.S. Navy to test Anduril's XL sea drone for the CAMP project.
For context, the Navy has been testing Dive-LD units. Now we know they want the big…↗
Mar 12
Michael Sikand 🦑 — $KRKNF / $PNG.V +52% UPGRADE
National Bank of Canada hikes its PT to $13 CAD from $8.50 CAD.
I've been following their research. And they are holding back.
If THESE guys have 3…↗
Mar 11
Michael Sikand 🦑 — Ever since I went 70% port into $KRKNF / $PNG.V...
I've been hit with the same question non stop.
At $3, at $4, at $5, at $6, at $7, and now nearly $8.
"It's up a lot, is it too…↗
Mar 11
Michael Sikand 🦑 — Naval mines are genuinley terrifying.
They are the definition of asymmetric warfare.
A few thousand dollars of explosives thrown into a critical shipping lane...
And you've got…↗
Mar 10
Michael Sikand 🦑 — I'm screaming.
Iran just made $KRKNF / $PNG.V, a tiny Canadian ventures stock, the most important company on planet earth.
Recent reports say IRGC is laying mines in the Strait o…↗
Mar 10
Michael Sikand 🦑 — $KRKNF / $PNG.V JUST HIT $7 ALL TIME HIGH
The rise to the top will be bibilical. https://t.co/0NMSeCLcjh↗
Mar 10
Michael Sikand 🦑 — If you have been seeing me spam $KRKNF / $PNG.V for months it's clear now.
The Strait of Hormuz closure shows our entire economy depends on safe waterways.
Come here me talk abo…↗
Mar 9
Michael Sikand 🦑 — $KRKNF / $PNG.V +10%
Did the market only just realize the Iran War + Covelya deal makes Kraken the most asymmetric drone stock? https://t.co/QukYueRd9L↗
Mar 9
Michael Sikand 🦑 — 🚨🦑 $KRKNF / $PNG.V Holders Alert
Tomorrow at 11 AM EST, @spacanpanman will be asking me about Kraken's $600M acquisition and what it means for the stock.
https://t.co/amZz8j5…↗
Mar 6
Michael Sikand 🦑 — The company $KRKNF / $PNG.V just bought has its logo stamped on Anduril's Seabed Sentry product.
There isn't a single company that has this level of concentration in Anduril's su…↗
Mar 5
MicroCapClub — Some active discussions the last 24 hours:
$PNP.TO $SLYG.F $GWOX $LOVE.V $CUV.AX $CLG.AX $TTZ.V $MMA.V $PROP $IEHC $AIM.AX $HITI $BAMI.TO $MPTI $ACNT $CTZ.V $OLE.MC $IRIX $WATT $D…↗
Mar 4
Michael Sikand 🦑 — $KRKNF / $PNG.V's Anduril exposure makes it the most mispriced defense stock.
But most don't realize that thesis just got put on steroids.
With the acquisition of Coveyla yesterd…↗
Mar 4
Michael Sikand 🦑 — $KRKNF / $PNG.V opening red today and I am adding.
The sell off is mild and shows investors overall LIKE this Covelya deal.
And they should.
Kraken diluted shareholders by ~20…↗
Mar 4
mon — $KRKNF / $PNG.V
Kraken just executed its largest acquisition to date, paying $615M CAD for Covelya Group.
Operating in the deep ocean is fundamentally different from land or ai…↗
Mar 4
Michael Sikand 🦑 — A picture says a thousand words.
This one says $KRKNF / $PNG.V 's Covelya acquisition has created a component monopoly in subsea drones. https://t.co/11mF38oZo3↗
Mar 3
KawzInvests 🦑 — Kraken Robotics $KRKNF $PNG.V just more than TRIPLED their revenue by acquiring Covelya Group for $615M. Standalone 2025 revenue was ~$102-104M, and the combined entity is now esti…↗
Mar 3
Michael Sikand 🦑 — 🚨 KRAKEN ROBOTICS HAS ACQUIRED COVELYA GROUP FOR $615M $KRKNF $PNG.V
Kraken just went from ~$130M in standalone revenue to a $365M combined platform.
This combined entity is now…↗
— Kraken Robotics $KRKNF $PNG.V just announced a whopping $35M in battery sales
Not from one customer... But THREE
Really looking forward to learn what new UUV platforms Kraken wil…
Michael Sikand 🦑 — $KRKNF ripping past $6 today 🦑
If anyone wants a dedicated space to talk about $KRKNF / $PNG.V I have a 4K member discord.
Members are holding a few million of the stock collect…↗
— Anduril is private at $30B valuation.
Kraken trades publicly on TSX Venture $PNG.V and OTC $KRKNF.
If Anduril scales Ghost Shark production as planned, Kraken's revenue from that…
KawzInvests 🦑 — For Anduril investors who want public market exposure:
Kraken Robotics $PNG.V $KRKNF
Anduril's exclusive supplier of subsea batteries and synthetic aperture sonar for Ghost Shark…↗
Nov 25
KawzInvests 🦑 — Kraken Robotics $PNG.V $KRKNF up 10% today.
Battery revenue at record highs, gross margins above 55%, and they're tripling production capacity to meet demand they clearly see comi…↗
Nov 19
KawzInvests 🦑 — When I finally make it, just know… there were signs. $KRKNF $PNG.V https://t.co/qfMyjLRa7Q↗
KawzInvests 🦑 — This account called $ASTS at 5 dollars then went silent for years
$ASTS hit 100 dollars
Now they're back staking their entire reputation on Kraken Robotics. THIS IS A MUST READ…↗
Oct 14
KawzInvests 🦑 — Kraken Robotics is the most undervalued defense tech play nobody is watching. $KRKNF $PNG.V #anduril↗
Oct 14
Wolf Capital — $KRKNF $PNG.V wild sighting of moose x kraken, must be bullish, Canadians pls don’t be a panican! https://t.co/WqC1usRRSk↗
Oct 13
KawzInvests 🦑 — The Kraken Robotics X community just hit 116 members! From 2 people talking to themselves a week ago to actual discussions and research sharing.
Thank you to everyone who joined,…↗
Oct 13
Michael Sikand 🦑 — $KRKNF SURGING 🌊🦑
A recent study just reported that among retail investors, Anduril blindness rates are slowly declining
Happy thanksgiving to all Canadians with $PNG.V (tradin…↗
Oct 9
MicroCapClub — These microcap companies have active discussions on our forum in the last 24 hours.
$TEQ.ST $QBAK $RELL $SNWV $KLNG $IDR $PNG.V $CEK.DE $CPL.WA $GG.V $SYLG.F $PPIH $V5Q.SI $PDEX $…↗
Oct 7
MicroCapClub — The duration of conversation on companies is cool.
$PNG.V thread https://t.co/tuJXr8PUIS↗
Oct 6
Michael Sikand 🦑 — COME ON KRAKHEADS!!!
$KRKNF / $PNG.V +16%
The road to $40 starts TODAY! 🦑 https://t.co/C15WCLPPl5↗
Oct 6
Michael Sikand 🦑 — How can you not own some $KRKNF / $PNG.V 🦑?
The LEAD analyst says its the ONLY Anduril proxy stock his bank could find.
I seriously have not read a single piece of bearish info…↗
Oct 6
KawzInvests 🦑 — Get Kraked $KRKNF $PNG.V https://t.co/zvapmz6LqT↗
Oct 6
Michael Sikand 🦑 — You can't buy Kraken on Robinhood, WeBull, Public etc.
The company trades on the TSXV under $PNG.V in CAD (more volume)
It also trades OTC in USD as $KRKNF (less volume)
You'll…↗
Oct 6
Michael Sikand 🦑 — Enter Kraken Robotics ($KRKNF or $PNG.V)
It's to subsea drones what Nvidia is to AI.
It supplies navies, primes, and energy corps with:
- Industry Leading Synthetic Aperture Son…↗
Oct 5
KawzInvests 🦑 — They don't know Anduril's building 200 subs a year and each one needs $7.5M of Kraken parts
They don't know the factory is literally next door to headquarters
They don't know Pal…↗
Oct 4
MicroCapClub — Top Performing Profiles by Members Since Inception 🔥
$XPEL $WLDN $LEU $CELH $NSSC $INOD $TSSI $IDR $TGH.V $RX.V $PNG.V $URL.CN $SMID $GSI.V $PDEX https://t.co/FSxWdadMVb↗
KawzInvests 🦑 — @anduriltech @RichardMarlesMP Don’t sleep on Kraken Robotics ( $PNG/ $KRKNF)
- The best Anduril proxy investment out there.
If the Anduril partnership delivers $150M over 5 year…↗
Sep 8
MicroCapClub — These microcap companies have active discussions on our forum in the last 24 hours.
$CLG.AX $SNWV $MAMA $SRB.L $AWRE $PRPO $INT.ST $PDEX $HAYPP.ST $BILD.V $PNG.V $CEK.DE $NURS.V $…↗