AIRO Group Holdings. Every tracked FinTwit mention of $AIRO, newest first. 45 mentions since the first on Aug 14, 2025. See the price chart.
June 2026 · 1 mention
Jun 3
BMSInvests — $ONDS
🚨😳 All credit to @JoelWitcombe2 for the find..
$ONDS are presenting at the “Drone Technology in Global Development” event @ the United Nations HQ👀
Organised in conjunc…↗
May 2026 · 2 mentions
May 28
Shay Boloor — DRONE STOCKS ARE RIPPING TODAY
• $UMAC +48%
• $RCAT +25%
• $UAVS +21%
• $ONDS +20%
• $DPRO +18%
• $AVAV +17%
• $AIRO +16%
• $KTOS +14%
I called out earlier to the community that…↗
May 28
Jason Luongo — $AIRO - AIRO Group Holdings (~$8)
Defense drone company with $150M+ drone backlog. Unveiled a next-gen VTOL platform with 1,000-mile range. Targeting Blue UAS certification in Q2…↗
March 2026 · 5 mentions
Mar 26
Serenity — If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the…↗
Mar 7
Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗
Jason Luongo — The U.S. just used drones to help take out Iran's supreme leader.
If you don't have drone exposure in your portfolio yet, here's your watchlist.
DEFENSE
$AVAV - Tactical combat d…
February 2026 · 4 mentions
Feb 21
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 7
Serenity — @TheSpirit404 $OSS, $AIRO, $DPRO, $LPTH (sorta) are defense stocks. Forgot to include $AVAV up there but I’d add that in at $259.
There was peace with Greenland so no really milit…↗
Feb 7
Serenity — Portfolio weightings is my most common question.
Here’s what my portfolio looks like:
35% Memory Supercycle
_
10% Samsung Electronics
10% Sk Hynix
10% $MU
5% $SNDK
25% Digital…↗
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 20
Serenity — @mattrw25 Thanks for calling me out on that.
A lot of people messaged me privately that posting a thesis during after-hours/overnight would make things a lot worse due to lack of…↗
Jan 20
Serenity — I’ve initiated small positions in $DPRO ($240m).
This is an end-to-end war drone contractor and Draganfly looks like the $RKLB to Ondas.
$ONDS went from ($.51 -> $15, 13x) an…↗
Shay Boloor — DRONES WILL BE ONE OF THE HOTTEST THEMES OF 2026
The ecosystem breaks down like this:
• $UAVS drones used for farming & commercial work
• $ONDS communication systems that let dron…↗
August 2025 · 1 mention
Aug 14
Leveraged Cat — Not exactly the price action you want to see after what on paper was a surprise bullish ER (let's see how it closes today/this week though...)
That said, I still think broader ret…↗
Shay Boloor — Claude reportedly helped the Pentagon identify targets in both the Maduro Venezuela raid and the Khamenei Iran strike.
The real shift is that intelligence is becoming AI-driven wh…↗
— @willynilly53634 They’re all running it down Toplane. Hence why $VPG is the hard carry.
Jokes aside $AIRO, $LPTH and $AVAV were all mentioned last month.
$AIRO was up 24.9% since…
— There's a lot of panic about a potential market crash from
$OSS -6.1% to $ONDS -4.85% dropping ON.
But now, Trump is already starting to de-escalate as markets go red.
From th…
Serenity — @PlugUnder @bennybigbull $AVAV definitely. It’s the gold standard and is already part of replicator. (So already successful alongside $KTOS)
$AIRO is for counter UAV replicator, h…↗
Jan 19
Serenity — @platochi @bennybigbull $ONDS is richly priced compared to other drone companies like $AIRO (28 vs 2.5 p/s)
Standalone it’s a justified pick, is what I’m trying to say.↗
Jan 19
Serenity — @bennybigbull Personally speaking, I feel like $ONDS is richly priced compared to other drone companies.
I have $AVAV, $DPRO, $KTOS, and $AIRO for drone exposure.
(Just going o…↗
Jan 17
Serenity — @truncateit I actually believe in my thesis so I cost average up on stuff like $AIRO and $LPTH.
But if you're curious yes I still have $OSS, $AIRO, $LPTH, $SSYS, $AXTI, $VLN, and…↗
Jan 16
Serenity — @goosedf Yes? $AIRO for drones, $OSS for edge, $SSYS for robotics, $AXTI for AI bottlenecks, $LPTH for defense bottlenecks and $VLN for mispricing were the most recent posts.
I’m…↗
Jan 16
Serenity — @Nerd_0ne Kamikaze drones from $AVAV to $AIRO are really cool. I think the marketcaps follow the tech eventually like $RKLB!↗
Jan 16
Serenity — $AIRO is now up 76.07%.
Don’t think it’s had more than 1 red day since the original posts.
Simple thesis TLDR: central to Pentagon "Replicator", which aims to field thousands of…↗
Jan 14
Serenity — @MRonvelwala I personally bought $LPTH and $AIRO on 4% drop today and $VLN on the -8% drop.
Looks like SPY is down -.8% so lot of good opportunities out there from fear.↗
Jan 14
Serenity — @grigory_azaryan Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has
- $133m cas…↗
Jan 13
Serenity — @__visionxry__ $AIRO for higher upside↗
Jan 13
Serenity — @Rachel308649775 Interesting name drop with $VVX I’ll take a look soon.
Yeah I ended up buying $AIRO since it was much cheaper than $ONDS but I’m sure there was others I missed i…↗
Jan 13
Serenity — @pepemoonboy Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago.
1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but…↗
Jan 12
Serenity — @trodoszalay Yep, same as $VLN. The most money to be made is when you discover things others don't.
I feel like everyone complains about "Why didn't you tell me about this stock…↗
Jan 12
Serenity — @SayNoToTrading Yeah I’ve been cost averaging up on $AVAV! My $AIRO positions have been doing great as well.
I’ve got all the grounds covered:
$AIRO interceptor drones to counter…↗
Jan 11
InvestmentGuru — Notable names across the ecosystem:
•Defense & military drones: $KTOS, $AVAV, $NOC, $RCAT, $AIRO
•eVTOL & air mobility: $JOBY, $ACHR, $EH, $EVEX, $LILM
•Industrial & commercial dr…↗
Jan 8
Serenity — @ZumnerBo $AIRO has a long way to go in my opinion, which is why I’m still holding. Trading at ~3 frwd p/s while other drone stocks are 30+. Of course this is more nuanced since th…↗
Jan 8
Serenity — A tale of two Department of War stocks $AIRO | $OSS.
Information discovery pays dividends if you couple that with the $1.5T Defense spending tailwinds.
Both up 50%+ since postin…↗
Jan 8
Serenity — @bennybigbull Nuanced, the Bressner sale is extremely extremely positive. I didn’t enter $OSS originally because that division messed up blended margin calculations.
But after dis…↗
Jan 7
Serenity — @timskripe I mean most of my posts from $AXTI and $AIRO are novel information synthesis based on public info.
So makes sense if stuff like AXT goes up 100% once markets find out i…↗
Jan 7
Serenity — @pepemoonboy Appreciate the shoutout and looking good so far on your option selling challenge!
It’s definitely been fun watching $AXTI and $AIRO recently. Curious how $OSS does n…↗
Jan 7
Serenity — @B38B37 $AXTI and $AIRO have been hilarious to watch both are up 50%+ in a week or so.
I’m pretty bullish on $OSS though after looking into company, esp. Venezuelan invasion and b…↗
Jan 7
Serenity — @MacroAINotes Thanks, Credo is personally more of a trade for me though. But it's really hard to time the bottoms when things look like a falling knife ( $CRDO down 35%+ since las…↗
Jan 6
Serenity — @Mr__Cause That was deferred revenue, not lost revenue.
$AIRO will recognize it next quarter but that “huge miss” caused the selloff since it was misunderstood.↗
Jan 6
Serenity — I’ve taken a position in $AIRO and it’s up +23% since this post 3 days ago.
Markets still don’t know about this Aerospace & Defense stock, despite $ONDS hype.
It’s a drone stock…↗
Jan 6
Serenity — @init_malachi There’s companies like $AIRO too if you feel you missed out, it’s $300m mc, with ~$200m or so order backlog for 2025/2026 in drones and $60m+ cashpile.
P/S is extrem…↗
Jan 2
Serenity — @Para_Capital Looking @ $AIRO from the fund/vertical not the exec team. For example, @chamath was frowned upon until he got that 20B Groq exit. Or Saylor was a meme until $MSTR pul…↗