$Mobix Labs Inc.(MOBX)$ The bear case really comes down to there being no US DOD deal and no F-35 tech installations. Mobix Labs announced a definitive agreement to acquire Special Project Delivery, a strategic infrastructure platform focused on building US supply chains for rare earth elements, critical minerals, and energy storage. The stock jumped after the first F-16 production order, and the CEO said it represents another expansion of Mobix Labs' position across major US military aircraft programs.
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