Not quite. there was a commercial just after the bell that gave the hint. He'd already talked about it last month and the defense security/intelligence pure play sector is relatively small. I tried the prediction with AIRV during mobile internet week and was wrong, so I won't claim to be Nostradamus.

So there's 2 more days, he's talked about ARST, APSG and another I forgot, so he could be targeting STST or CUB, which both kind of fit his theme. Not sure if he's ever talked about either before on the show. Other than ARST, they've all kind of been trending flat/down despite an up market, so there's some value now. And he hasn't liked AVAV, so I'd be surprised to see them mentioned.