Washington Just Ran Out of Cover on UAP

Jason Simpkins

Posted September 1, 2026

In 2002, a military pilot flying near Bagram Air Base in Afghanistan watched an enormous triangular object drift through the sky.

It was big enough to block out the stars behind it.

A second pilot saw it too. Both accounts ended up in FBI interview records, buried for over two decades.

That’s one of 41 cases the Pentagon just declassified in its fifth batch of UAP files — released through the PURSUE task force, spanning incidents from 1950 all the way to last year.

There’s a 2021 case in there too. A U.S. Special Operations AC-130 gunship crew, flying a live-fire exercise over the Gulf of Oman, picked up multiple unidentified objects on infrared.

They had cold signatures, which is highly unusual, and moved in formation. No explanation was given, because there isn’t one.

However, that may be about to change. Because on July 31, the Office of the Director of National Intelligence signed off on new guidance.

It gave every intelligence agency in the country 30 days to name a designated official — someone whistleblowers and former officials can talk to about what they know, through the PURSUE channel, without fear of prosecution.

That guidance is no joke. It states that any “previous or existing NDAs prohibiting disclosure to the president, or designees like PURSUE, are no longer in force.”

Essentially, the federal government just told an entire class of people — pilots, contractors, intelligence officers, engineers — that whatever NDA they may have signed years or even decades ago no longer applies.

What Comes Next

I’ve been tracking this story for years, and it never moves in a straight line. It moves in forced admissions.

In 2017, The New York Times published video and audio from military encounters with UAP, and the Pentagon finally acknowledged the phenomenon existed at all.

In 2022, the Biden administration stood up the All-Domain Anomaly Resolution Office to investigate it.

In 2023, David Grusch — a former Air Force intelligence officer and combat veteran — testified before Congress that the U.S. government had a program to recover and reverse-engineer non-human technology.

That led to the 2024 establishment of a UAP records collection at the National Archives.

And the most recent defense bill went still further, forcing the Pentagon to brief lawmakers on any UAP intercepts going back to 2004.

That’s not how Washington treats a hoax.

That’s the government working through a labyrinth of classified documentation, deep-state noncompliance, and scores of red tape.

An Unusually Anomalous Pattern

Every one of these disclosures follows the same shape…

A little bit of truth comes out.

The stock and defense-contracting implications get ignored, because everyone’s too busy arguing about aliens.

And then, months later, the money trail becomes obvious in hindsight.

I’ve spent years pressing contacts in Washington and inside defense contractors on this exact question: If UAP technology is real, who’s actually building it?

It’s been difficult getting anything out of them.

Lockheed Martin comes up more than most, but there’s also another company that often gets floated.

It’s a company most investors have never heard of, with roots going back to the Manhattan Project, that’s spent decades staying off the radar through a string of mergers, acquisitions, and name changes.

It runs operations on at least 33 military bases, seven NASA facilities, and five federal research labs.

And buried in its recent patent filings is a description for a “craft using an inertial mass reduction device” — engineering language for a vehicle that behaves as though it weighs almost nothing.

No sonic boom. No heat signature.

Those are the same characteristics witnesses have been describing in UAP sightings for decades, including the ones in this week’s declassified files.

That company went public a year or so ago — quietly, without the fanfare you’d expect from an IPO of its size.

Companies don’t do that by accident.

They do it because the people who run them know exactly what’s coming, and they want to be positioned before the rest of the market catches on.

That’s why I’ve put together a full research report on the company I believe sits at the center of this story, including the patent filings, the government contracts, and the ticker.

You can find it here.

And I think it’s worth a look. Because that NDA waiver just eliminated one one of the biggest roadblocks to getting firsthand information.

That means the next disclosure — whenever it comes — is more likely to include people with direct knowledge, not just recycled sensor footage.

And that could be very interesting. And profitable.

Fight on,

Jason Simpkins Signature

Jason Simpkins

Simpkins is the founder and editor of Secret Stock Files, an investment service that focuses on companies with assets — tangible resources and products that can hold and appreciate in value. He covers mining companies, energy companies, defense contractors, dividend payers, commodities, staples, legacies and more… He also serves as editor of Power & Profits where he analyzes investments beyond the scope of the defense sector.

For more on Jason, check out his editor’s page.

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