AeroVironment. Every tracked FinTwit mention of $AVAV, newest first. 331 mentions since the first on Oct 6, 2025. See the price chart.
July 2026 · 21 mentions
Jul 17
Wayne Liang — The future is on sale right now.
AI Semis:
$MRVL -43%
$MU -31%
$NVDA -14%
$SNDK -40%
Neocloud:
$CIFR -44%
$CRWV -47%
$IREN -53%
$NBIS -40%
Space:
$ASTS -57%
$FLY -70%
$RKLB -…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 13
BMSInvests — @bennybigbull I’ve swung a little in $ONDS $AVAV $SRFM $UAMY and up a decent % but not £.
I’m not one to time the market on the pumps and dumps, I don’t have the technical underst…↗
Jul 13
BMSInvests — @bennybigbull @YoYInvestor @bodoxstocks @itschrisray Nice man. Shame about $AVAV, just no interest in defence atm is there.↗
Jul 10
Alphatica — @henry_petzold No not at all. lol. The price action is suspect though. Something does not smell right. $AVAV↗
Alphatica — RBC just downgraded AeroVironment to sector perform. Target cut to $180 from $210. The Street is catching up.
Our receipts:
June 24: We published the forensic timeline. $1.525 bi…↗
Jul 9
Chris Ray — Truly don’t understand recent $AVAV price action…
Don’t own the stock, but from what I’ve noticed, they’ve won a bunch of contracts in the last week or two - including a small NAS…↗
Jul 9
Midas — 2) $AVAV
Switchblade 600 + Puma.
Tube-launched kamikaze drone. Destroys armored targets on impact.
One way. One shot. Massive damage.↗
Jul 8
Alphatica — AeroVironment just held its investor day. Two weeks after guiding FY27 EBITDA 17% below consensus, management is now projecting FY30 targets that require a transformation.
The FY3…↗
Jul 8
Shay Boloor — $AVAV rises after unveiling 2030 targets calling for 15% to 20% organic revenue CAGR and adjusted EBITDA margins of roughly 20%.
The company expects drone demand and defense spend…↗
Jul 7
Alphatica — $AVAV is the gift that keeps on giving.
Investor Day starts at 08:30 ET. We will have coverage.
Stock is down ~7% today.
$AVAV $QQQ $SPY https://t.co/pu3RCHMPFx↗
Jul 7
The Future Investors — $AVAV AeroVironment won a $30.9M NATO contract to supply Germany's LARUS reconnaissance program with its full Puma drone system, including advanced sensors, communications, autonom…↗
CK Capital — Are drone stocks back?
$AVAV up 14%
$AVEX up 12%
$RCAT up 8%
$ONDS up 5%↗
Jul 2
Michael Sikand 🦑 — Wow I really called the bottom on defense huh?
$AVAV is surging 14.5% today on a $500M contract from the U.S. Department of Defense for counter-unmanned aerial systems.
The stock…↗
PhotonBull — Another defense stock with a contract win announcement now
Sector regaining momentum?👀
$AVAV $KTOS $ONDS↗
Jul 2
BMSInvests — @bennybigbull @Ani1864752 Hahah, $ONDS are just getting started brother😜
But you know I already like $AVAV, I just see more upside potential with $ONDS in the next 3-5yrs.↗
Jul 2
BMSInvests — @Ani1864752 $AVAV are a much bigger company than $ONDS with great products, it’s why I invested in them too previously.
The $500M contract for $AVAV is great for the sector as a w…↗
June 2026 · 51 mentions
Jun 30
Alphatica — JUST IN:
NASA just awarded $590.4 million in Moon Base contracts to three companies for four lunar deliveries in late 2028.
Astrobotic: $297.9M for two deliveries. Private. Intu…↗
Jun 30
Michael Sikand 🦑 — Call me Paul Revere because I'm screaming a warning.
The orders are coming.
The orders are coming.
The orders are coming.
We're calling the bottom on defense stocks at @Asymmetri…↗
Jun 30
KawzInvests 🦑 — The defense trade just reignited...
Last night, $AVAV had a monster quarter, beating revenue by 15% and EPS by 24%.
WSJ also put out an article last night titled "America Nee…↗
Shay Boloor — THE AUTONOMY LAYER OF THE DEFENSE BUILDOUT
President Trump is pursuing funding deals with drone companies to boost domestic production & the market is starting to reprice unmanned…↗
May 29
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 28
CK Capital — The Trump administration just confirmed it is in active talks to fund US drone companies.
The Pentagon has been in discussions for months. The WSJ broke it today.
$RCAT up massi…↗
BMSInvests — First $AVAV and now $ESLT entering the fray with a layered CUAS system similar to $ONDS.
Nothing similar to Sentrycs in either solution, though.
https://t.co/g6oH7O5rzX↗
PhotonBull — How have we gotten to the point in the market
Where long defense stocks is a contrarian trade during a US war in the middle east?
Makes no sense to me
$AVEX $ONDS $LMT $RTX $KTO…↗
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 29
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
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…↗
Black Panther Capital — After the success in Iran.
One thing is sure and stands out now:
UAE and the whole Gulf will be pouring ALL their oil money into defense.
Look out for:
> $OSS
> $PLTR
>…↗
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 28
Black Panther Capital — If politicians wear sponsor jackets like NASCAR Drivers.
$OSS
$PLTR
$AVAV
$ASTS
$KTOS
$ONDS
$KRKNF
War is usually not bad from an economic perspective.
Note. Not financial advic…↗
Mike Investing — If you have these sectors in your portfolio you will greatly outperform the S&P500 in 2026:
Space ~ $ASTS, $RKLB, $LUNR
Drones ~ $ONDS, $AVAV
AI ~ $IREN, $CIFR, $NBIS, $ZETA…↗
Jan 29
Serenity — @__visionxry__ Yeah I really like $AVAV. That being said there’s a government shutdown tomorrow so maybe not the best timing today for government contractors↗
Jan 29
Mike Investing — The White House is betting Trillions on these 5 sectors for 2026…
Space ~ $ASTS, $RKLB, $RDW, $PL
AI ~ $IREN, $CIFR, $NBIS, $ZETA
Robotics ~ $TSLA, $PATH, $RR
Energy ~ $EOSE, $…↗
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 29
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…↗
Dec 22
Shay Boloor — The FCC is restricting new foreign-made drone models on national security grounds.
That shifts future drone adoption toward U.S.-controlled stacks across hardware, software & supp…↗
KawzInvests 🦑 — Interesting ownership structure analysis here.
$KRKNF at 26% institutional ownership vs typical defense contractors at 60-80%. Trading at 33x EBITDA while $AVAV and $KTOS trade at…↗
Oct 9
Michael Sikand 🦑 — Autonomous defense stocks make so much sense rn
All the upside of AI.
Minus bubble risk.
Militaries will not stop this build-up cycle in a downturn.
The issue is names like $A…↗
Oct 6
Michael Sikand 🦑 — Kraken Robotics is profitable, growing at lightspeed, and no one knows about it.
Revenue growth of 65% CAGR 2020-2024.
High barriers to entry = gross margins 56%, net 20%
TTM P/…↗
— The uncomfortable truth most traders won't admit:
80% of bad trades aren't bad setups, they're bad EXITS.
"I missed the move" → didn't enter.
"I'll just wait for it to come back"…
Alphatica — We think this is a good educational moment and we will use $AVAV as the example.
$190 pre-market → $178.50 open → $162 morning low → $172.50 bounce → $158 retest of lows.
Most t…↗
Alphatica — We didn’t realize we were already being trolled by him this morning. He was bragging while the stock was crashing from $190. $AVAV $QQQ https://t.co/MhRsCesOgb↗
Jun 30
Alphatica — Where is this troll? Show your face. The 150 puts expiring on July 2 are getting pounding like your P/L right now.
$AVAV $SPY $QQQ↗
Jun 30
Jeff York, PPT — $AVAV today, huge pop off the yearly FS1 #pivotpoint on great earnings.🎯
Look for resistance today at the June monthly #pivotpoint. 👀 https://t.co/7LOPZpXmOc↗
Jun 30
Alphatica — AVAV just filed their annual 10-K.
The Alphatica Earnings Quality Signal: 1/6 BEARISH.
Here is what the filing shows:
Revenue: $1.98B, up 141%
Net income: -$265M
Operating incom…↗
Jun 30
PhotonBull — Holy shit what a call
Likely thanks to $AVAV earnings
$DRNZ Drone ETF up almost 8% overnight
$AVAV $ONDS $EOS.AX $KRKNF $PNG.V $AVEX $KTOS https://t.co/8Y5VJiAyev↗
Jun 30
Chris Ray — $ONDS is up more than 7% in the pre-market!
Likely due to $AVAV crushing earnings last night (currently up more than 30% awaiting market open). https://t.co/u1aOly0CcW↗
Jun 30
InvestmentGuru — Overnight action
$ABVX surged nearly 27% after reporting positive results for its obefazimod program, a major catalyst-driven move.
$AVAV jumped over 21% following a massive 133%…↗
Jun 30
Nancy Pelosi Stock Tracker ♟ — Revisiting this trade from February
Aerovironment $AVAV is down 40%+ since we flagged this suspicious buy from Rep. Cisneros
However, it's up +20% after hours on strong earnings…↗
Jun 30
Shay Boloor — $AVAV up over 20% after crushing earnings driven by rising demand for expendable drones & loitering munitions
Its Switchblade drones are low-cost strike systems built to launc…↗
Jun 29
Alphatica — We were told in DM's we still had time to delete our $AVAV posts. (1) our posts are not moving $AVAV stock price, (2) the financials and underlying data are both bearish. If you wa…↗
Jun 29
Alphatica — AVAV just guided FY27 EBITDA below FY26. The earnings beat does not change what the balance sheet is telling you.
In July 2025 the company raised $1.525 billion at the peak. $875M…↗
PhotonBull — $AVAV with great earnings
Maybe they take the sector higher
Let's see👀 https://t.co/4jtXRT3OM8↗
Jun 29
Alphatica — AeroVironment just reported Q4. The quarter beat. The guidance missed. The segment data explains why. And the forensic timeline we published two weeks ago just got its answer.
Q4…↗
Jun 29
Shay Boloor — $AVAV ABSOLUTELY CRUSHED THEIR EARNINGS
• Revenue $642M vs Est. $559M
• EPS $1.85 vs Est. $1.47
• EBITDA $140M vs Est. $126M
• Funded Backlog: $1.2B (+65% YoY)
• Bookings: $2.7B
•…↗
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Jun 26
Alphatica — @FoxNews Were any of them $AVAV's? The stock needs some help.↗
Jun 25
Alphatica — $AVAV update.
No bottom yet. We are starting to see the first signs of one forming. We will update again tomorrow.↗
Jun 25
Chris Ray — Nearly just spit out my drink when I noticed $AVAV down in the $130s 🤯
Stock is down 66% from January highs… 💀 https://t.co/F8jfKmO1T5↗
Jun 23
Kevin Maro — @ramdg Too many AI infra stocks I'd rather own in this market, but if I had to pick one I'd rather $AVAV over $ONDS↗
Jun 23
Alphatica — Update on $AVAV
🔴 Distribution Risk → confirmed
- Falling DP% trend: persistent 40-50% range
- Conviction prints: predominantly downticks at the bigger sizes
- No institutional…↗
Alphatica — Smells like financial shenanigans. The market will sort it out. It always does. $AVAV↗
Jun 22
Alphatica — $1.525 Billion Was Raised at $248. The Stock Is $151
This morning AeroVironment disclosed a financial restatement. The stock closed down 15% at $151.33. We want to put that move i…↗
Jun 22
Alphatica — AeroVironment just disclosed a financial restatement. The stock is down 7%.
The Audit Committee determined that the Q3 10-Q filed on March 11 should no longer be relied upon.
The…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
Michael Sikand 🦑 — Defense bulls, get ready.
Western governments are literally defense's version of AI hyperscaler capex, but the market isn't pricing it in.
Global defense: $3T+ est. for 2027
AI h…↗
Jun 18
Michael Sikand 🦑 — $KRKNF is approved to close a massive drone tech acquisition.
The Covelya acquisition has been lit by regulators and hits officially July 2, opening powerful combined guidance fro…↗
Jun 18
Jason Luongo — 2. $AVAV - AeroVironment
Unveiled the LOCUST X3 laser counter-drone system and completed validation at White Sands Missile Range in March 2026. The FAA and DoD signed a landmark s…↗
Jun 17
Nancy Pelosi Stock Tracker ♟ — Meet the luckiest man in Congress
Gil Cisneros (D) won a $266M Powerball in 2010
He then used the money to run for Congress & won that too
Now he sits on Armed Services, Small B…↗
Jun 13
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Jun 11
Alphatica — We covered AeroVironment at the Wells Fargo Industrials Conference today. The timing of this data could not be more relevant.
The Strait of Hormuz closed yesterday. The US is cond…↗
Jun 9
Shay Boloor — TUNE INTO FOX BUSINESS
I’ll be covering:
• Why tech pullback looks more like a rates-driven reset than a breakdown in AI demand
• How I’m thinking about $SPCX & $NVDA in space-ba…↗
Jun 7
Shay Boloor — @bennybigbull @FuturumEquities Yes $AVAV is definitely more than just Switchblade since BlueHalo acquisition gave it real autonomy and counter-UAS capabilities so it's not a pure l…↗
Jun 7
Shay Boloor — MY 4 FAVORITE DRONE COMPANIES
One of my top initiatives for the Growth Portfolio over the rest of the year is building out my 'Drone' bucket.
I’m building exposure across every l…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 4
Michael Sikand 🦑 — My trading caught the attention of @NYMag.
The article is on the "drone stock bubble" and its magnetism to young male retail investors.
As many know, I got started on FinX by put…↗
Jun 4
PhotonBull — Nice bounce on the markets so far today
Noticable strength in $IWM and especially space and defense which seems hopeful for a bounce in $EOS.AX tonight
$ONDS $ITA $RKLB $ASTS $AV…↗
Jun 4
BMSInvests — @JeffGabel @bodoxstocks Would love to see laser capabilities. It’s why I invest in $AVAV too.↗
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
Dustin — Drone stocks popping on a WSJ report that the Trump Administration is in talks to fund U.S. drone companies $AVAV $ONDS $UMAC $RCAT $KTOS https://t.co/BaRLnxR11T↗
May 28
BMSInvests — 🚨 $AVAV Awarded $20 Million Contract to Advance Ceramic Materials Research for the U.S. Air Force and Space Force
AV and AFRL researchers will develop advanced ceramics, composit…↗
May 28
Jason Luongo — $AVAV - AeroVironment (~$196)
Largest U.S. pure-play military drone company. $2.8B backlog. $990M Switchblade IDIQ contract with the Army. Just selected for the LASSO program with…↗
May 28
Michael | Hypermarkets — President Trump is now investing billions into drones.
He is replacing Chinese technology in military.
Here's 7 companies with 10x-20x probabilty:
1. $ONDS — Iron Drone Raider…↗
May 28
InvestmentGuru — Key drone stocks now on watch:
Defense & Tactical Drone Leaders
→ $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition
→ $KTOS — Multi-domain autonomous sys…↗
May 28
InvestmentGuru — The U.S. Drone Race Is Accelerating — And The Market Is Finally Paying Attention
Reports suggest the Trump administration is advancing financing talks with multiple drone companie…↗
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 28
Dustin — IMHO - There will be a huge surge in all US drone related stocks today, similar to what we saw last week in quantum computing, w the same gov posturing.
$ONDS , $AVAV , $KTOS , $AV…↗
May 28
BMSInvests — I told you yesterday, the rotation will be legendary.
$ONDS $AVAV $KTOS $UMAC $RCAT↗
May 28
Shay Boloor — President Trump is pursuing funding deals with a group of drone companies to boost domestic production.
Another signal that U.S.-made drones are becoming a national security prior…↗
May 27
BMSInvests — The rotation will be legendary.
$ONDS $RCAT $UMAC $AVAV $KTOS↗
May 26
Michael Sikand 🦑 — $KRKNF came surging from the deep today.
I still think it's one of the highest quality growth stocks you can own.
The valuation looks very attractive post Covelya and comes witho…↗
May 26
Mike Investing — The literal White House is telling you to prioritize these 5 sectors amongst your portfolio…
1. Space ~ $RKLB, $ASTS, $RDW, $PL
2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR
3. Rare E…↗
May 26
BMSInvests — $AVAV
AeroVironment, a global defense technology leader, today announced an additional government investment of $20.2 million in AV's Huntsville, Alabama facility to increase quan…↗
May 26
BMSInvests — $AVAV
AV Expands Huntsville Facility to Accelerate Production of Next-Generation Freedom Eagle-1 Interceptor
https://t.co/lXJq76ssEB↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same F…↗
PhotonBull — Highly recommend reading this article by @BlackScholesMan for anyone who is remotely interested in defense stocks
Great article!
$EOS.AX $ONDS $LPTH $AVAV $RTX $ESLT $LASR↗
May 20
Chris Ray — @bennybigbull Ngl, $AVAV looks very good at these levels↗
BMSInvests — 🚨 $AVAV Expands AV_Halo™ Platform with INSTINCT and DETECT to Enable Faster, Resilient Decision-Making at the Edge
Extending AV_Halo with distributed autonomy and resilient RF se…↗
May 19
BMSInvests — @bennybigbull Been mostly flat so far this year, trimming into strength to diversify, roughly 10% cash atm so same thoughts as you.
Think we spoke about $AVAV before too so I’m bu…↗
May 19
BMSInvests — @BMSInvests Portfolio Update
My portfolio is still heavily weighted to defence:
• $ONDS: 94.71%
• $AVAV: 3.17%
• $KRKNF: 2.12%
I sold out of $SRFM for +12% after $PLTR sold near…↗
May 17
PhotonBull — It's laser season
$AVAV $LASR $KTOS $EOS.AX↗
May 16
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
May 13
Michael Sikand 🦑 — I need to talk about $KRKNF.
The small cap underwater drone stock supplying Anduril that launched my name on FinX is down 20% in a month.
From its ATH of $7.56 it's now down 30%.…↗
May 13
BMSInvests — 🧵👀 $AVAV MUST READ: Important notes from the BofA Conference today ⬇️↗
May 13
BMSInvests — $AVAV
11. R&D philosophy and financial discipline
Nawabi was explicit that AeroVironment is not optimising for near-term EBITDA margin expansion. R&D intensity has historically r…↗
May 13
BMSInvests — $AVAV
7. MOSA (Modular Open Systems Architecture)
Nawabi was emphatic on MOSA, describing it as the U.S. Army’s strategy to build products from the ground up with standardised, d…↗
May 13
BMSInvests — $AVAV
4. Product portfolio: Lethal systems
On the lethal side, AeroVironment is the world leader in loitering munitions and one-way attack drones. The core family includes the Sw…↗
May 13
BMSInvests — 🚨🐂 $AVAV AeroVironment — BofA 33rd Annual Industrials Conference: Full Detailed Notes (May 13, 2026)
Speakers: Wahid Nawabi (Chairman, President & CEO) and Sean T. Woodward (EVP…↗
Chris Ray — This is kind of insane…
Defense stocks like $AVAV and $KTOS are down YTD almost as much as SaaS stocks like $NOW, $CRM, and $SHOP.
They’re actually down WAY more than these SaaS…↗
May 12
BMSInvests — $ONDS $AVAV
🗣️ HEGSETH: "The $1.5 trillion budget request put forward by [President Donald J.] Trump will build upon the historic $1 trillion FY26 top line and will continue to r…↗
BMSInvests — $AVAV $KRKNF
🗣️ “The Strait of Hormuz is not an isolated incident. It is a preview of a maritime environment where access is contested, time is compressed, and distance matters.”↗
May 11
BMSInvests — Bought more $AVAV & $KRKNF / $PNG.V↗
PhotonBull — @babyfolio I honestly think $EOS.AX and $KRKNF cover every possible area of defense right now. Naval, subsea, ground, air and space. Those are my favourites, with EOS at 1 right no…↗
May 9
PhotonBull — What is up with trump bullposting about laser weapons every single day?!
Probably makes sense given the economics of missile vs drone defense but the amount of posts is comical.…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
PhotonBull — Are the investors who are flocking to defense in the room with us right now?
$ONDS $EOS.AX $AVEX $KTOS $AVAV $LASR↗
PhotonBull — ''Likewise, drones came, and were incinerated while in the air. They dropped ever so beautifully down to the Ocean, very much like a butterfly dropping to its grave!''
Laser weapo…↗
May 7
Jason Luongo — The President is telling you exactly what to invest in.
He just proposed a $1.5 trillion defense budget - that's a 44% increase.
Here are 10 defense stocks that are well off thei…↗
May 7
BMSInvests — $AVAV
🗣️ “Our collaboration with the FAA and the successful demonstration at White Sands were pivotal steps forward in our counter-UAS efforts," said Army Col. Scott McLellan, de…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 7
Wolf Capital — You're telling me $EOS.AX is on a fire sale down in AUS market anon?
$AVAV and $LASR up today, meanwhile we have articles like the below pop up? And $EOS.AX down?
https://t.co/t0…↗
May 6
BMSInvests — @cRanberryFloss @itschrisray Nice day for $AVAV for sure.
Need to listen to the $KTOS call tomorrow but the top level numbers look good! You got a position in $KTOS too?↗
May 6
BMSInvests — Great first day for the new portfolio.
✅ $SRFM +20.91%
✅ $UAMY +11.75%
✅ $AVAV +5.59%
✅ $KRKNF +2.13%
❌ $ONDS -0.75%
Will be building the new positions out over the next few week…↗
May 6
BMSInvests — $AVAV today announced a historic milestone for directed energy and homeland defense following the successful execution of a first-of-its-kind counter-unmanned aircraft system (C-UA…↗
May 6
BMSInvests — $AVAV LOCUST Demonstrates Landmark Capability at White Sands with JIATF-401 and FAA
https://t.co/SfYJnZ9cLX↗
May 6
PhotonBull — Seems like people are rotating from winners like memory towards 'losers' in space and defense today
Let's see if it can continue this move on space and defense in the coming weeks…↗
BMSInvests — @AlexMtcrypto Do like it..just don’t think I prefer it to $AVAV $ONDS $KRKNF for my defence picks.↗
May 5
BMSInvests — In July 2025, I went all-in on $ONDS.
Today, that single bet has delivered a 10X on my portfolio and I’m forever grateful for that decision I made.
But, as we step into May, I’ve…↗
May 5
BMSInvests — Started a small position in $AVAV @ $170.↗
May 5
BMSInvests — Great day to buy drone stocks.
$ONDS $AVAV $KTOS↗
May 4
PhotonBull — More money to laser weapons, a relatively new market.
Here are my favorite picks for this theme.
US exposure:
$LASR: Most powerful laser out there, 1MW in the works to counter b…↗
May 4
Wolf Capital — $EOS.AX If HELW is the next platform shift, the question isn’t whether the US funds it, it’s who captures the revenue while domestic programs catch up.
$AVAV and $LASR are the obv…↗
BMSInvests — @itschrisray Think I’d only start a position in one.
Been leaning more toward $KTOS but $AVAV new layered CUAS has intrigued me.↗
May 1
BMSInvests — $AVAV & $KTOS looking like decent buys here IMO.
Tempted.↗
— Earlier this week the Pentagon announced a $1.5T Defense budget…
Here are the top 10 Biggest Winners:
1. $PLTR ~ Palantir
2. $ONDS ~ Ondas
3. $RKLB ~ Rocket Lab
4. $ASTS ~ AST S…
Shay Boloor — The White House just proposed a $1.5T defense budget with roughly $55B going toward drones and autonomous warfare in 2027 alone.
Meanwhile the combined market cap of $ONDS, $AVAV…↗
Apr 21
Michael Sikand 🦑 — This is insane.
The $1.5T U.S. defense budget lays out $75B for drones.
The combined market cap of U.S. pure play drone primes like $AVEX $AVAV $KRATOS is $27B.↗
Michael Sikand 🦑 — I just put 20% of my $6,200,000 @joinautopilot fund in one stock.
$AVEX is a newly IPO'd drone stock with a vast battle tested portfolio, a vertically integrated software platform…↗
Apr 20
Michael Sikand 🦑 — $AVEX - This $3.6B Anduril competitor could be the next 5x drone stock.
Calling it at $34/share as the most asymmetrical defense stock since $KRKNF.
AEVEX went public on the NYS…↗
Apr 20
PhotonBull — The United States is releasing defense budget tomorrow.
Could be huge for defense names that have had a rough time lately, such as $ONDS $AVAV $KTOS $KRKNF etc.
Main sector I am…↗
Apr 17
Chris Ray — Drone stocks dropping as peace looks all but certain in the Middle East.
Weird, since they didn’t really run when the fighting was peaking either. 🤔
$SWMR $UMAC $DPRO $RCAT $OND…↗
Apr 13
PhotonBull — My reasoning here is that $AVAV and $LASR are both up 8%
Both C-UAS laser exposure
Let's see if I am right on $EOS.AX↗
Apr 12
PhotonBull — Laser defense is here folks
Worth paying attention when all signals align
Most people are talking about $AVAV and their Locust system, but $AVAV is too diversified for me if I wa…↗
— @yathatone2 Sorry to hear, drone stocks like $AVAV and $DPRO were my biggest losers and I lost solid 6 fig on that.
I posted earlier I cut my losses on them since Greenland peace…
InvestmentGuru — Top 5 Drone Stocks
1. $AVAV — Category Leader
The pure-play leader in military drones with battle-proven systems like Switchblade and strong Pentagon contracts. Revenue growth…↗
Mar 22
InvestmentGuru — Drones are no longer a niche. They are becoming core infrastructure across defense, industry, and the future of mobility.
This is one of the fastest-growing Physical AI markets —…↗
Serenity — Year to Date return from Jan to March:
+564.36%.
I’m speed running last year’s 600%+ returns by finding undiscovered AI bottlenecks.
And picking the winners.
- 500%+ unrealize…↗
Mar 18
InvestmentGuru — Drone is one of the good looking sector in this market.
$ONDS
$SWMR
$ZENA
$AVAV↗
Mar 16
Wayne Liang — I've made millions trading themes. You may lose some trades, just make sure the wins make up for it.
Since I shared my list:
$ONDS +3.47%
$OSS +26.88%
$AVAV -16.36%
$KRMN +14.6%…↗
Mar 16
PhotonBull — This video just went live explaining why laser weapons are the future of drone defense
At 12:08 the AeroVironment CEO says they can only sell to the US military right now. Bahrain…↗
Mar 12
InvestmentGuru — $ZENA: Pioneering AI Drone, DaaS, and Defense Innovation
$ZENA is rapidly establishing itself as a first-to-market leader in AI-powered Drone-as-a-Service (DaaS), enterprise SaaS…↗
Mar 12
InvestmentGuru — Drone Sector – One to Watch
The drone industry is becoming one of the fastest-growing tech sectors and could see massive adoption in the coming months and years.
Drones are no lo…↗
Mar 11
BMSInvests — @ondsbull I haven’t followed $AVAV closely enough to comment unfortunately↗
Mar 11
Serenity — @bilbooo__ Not exactly, $CODA looks very fundamentally sound.
High cash balance, net income positive, and extremely high margins for the sector + sensors.
If anything, Iran pla…↗
Mar 11
InvestmentGuru — $AVAV down 10% pre market
AeroVironment Lowers Fiscal 2026 Outlook as Third-Quarter Results Miss Street Views↗
Mar 10
TheValueist — $AVAV AeroVironment, Inc. (AVAV) — Q3 FY2026 Earnings Preview
Setup in Brief: Q3 is a transition quarter — management guided a 45/55 H2 revenue split with 70% of H2 EBITDA loaded…↗
Mar 10
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Mar 9
BMSInvests — $ONDS $RCAT $AMPX $UMAC $AVAV $DPRO
Needham Names Top Drone Stocks to Buy as Unmanned Tech Boom Grows
https://t.co/lkOIiRnQw3↗
Mar 8
Wayne Liang — Once there's war de-escalation, we'll rally.
Make sure you're watching these stocks:
$FLY
$ASTS
$RKLB
$ZETA
$IREN
$CIFR
Then the next move most people will miss:
Shortly after…↗
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…↗
Mar 7
BMSInvests — $ONDS
👀 More allocation than $AVAV $RCAT $UMAC $DRH↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 6
Alphatica — ONDS | March 6 Update
We've been tracking this name since January 12. Stock was $13.19 when we started. It dropped to $9.83 by late February. We watched the call holders bleed, th…↗
Mar 5
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
Chris Ray — The real reason $AVAV crashed today 😂
https://t.co/Ljd2iDLhi1↗
Mar 2
Wayne Liang — @ni29219 $AVAV was double downgraded by RJ - caused defense sector to pullback. Overreaction IMO.↗
Mar 2
Chris Ray — For those concerned about today’s price action for $ONDS, a few things:
- $ONDS is one of the most heavily shorted stocks in the market with short interest at about ~37% of its fl…↗
Chris Ray — $AVAV swings 35% in the first half of the trading session.
From $303 to $212 🤯
The price swing follows a downgrade from Raymond James. Analyst Brian Gesuale shifts his rating of…↗
Mar 2
Shay Boloor — $AVAV dropped ~25% from its intraday high after Raymond James double-downgraded the stock citing the Space Force’s decision to recompete the $1.4B SCAR program (AeroVironment large…↗
Chris Ray — 🚨 DRONE STOCKS GOING CRAZY
$AVAV $ONDS $UMAC $RCAT $DPRO https://t.co/f5ky2YhWFz↗
Mar 2
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…↗
Mar 2
Chris Ray — Drone stocks continuing to show significant strength compared to the rest of the market 2 hours before the opening bell this morning. 👀
$AVAV $ONDS $UMAC $RCAT $DPRO https://t.co…↗
Mar 2
KaizenInvestor — Pre-market of the mentioned stocks:
$PLTR: +3.84%
$PL: -3.07%
$RTX: +7.18%
$LMT: +6.24%
$DRS: +2.63%
$HII: +4.58%
$AVAV: +12.19%
Sometimes investing is really straightforward.↗
Mar 2
InvestmentGuru — $ONDS and $AVAV both are looking interesting today.↗
Midas — Drone stocks open BIG in overnight markets
$AVAV $ONDS $UMAC $RCAT $DPRO https://t.co/A2TxX3kIiG↗
Mar 2
Wayne Liang — As promised, here's my watchlist of Defense related tickers. I highly suggest keeping an eye on them tomorrow:
$ONDS
$OSS
$AVAV
$KRMN
$RCAT
$UMAC
$KRKNF
$KTOS
The US/Israel-Iran…↗
Mar 2
Chris Ray — Drone stocks open HUGE in overnight trading 🤯
$AVAV $ONDS $UMAC $RCAT $DPRO https://t.co/iE2jOstfdB↗
Mar 1
Jason Luongo — TOP 10 STOCKS TO WATCH (Iran Conflict)
Markets open Monday to a new world.
Khamenei is dead. Iran is retaliating across the Middle East. The Strait of Hormuz is under threat. Oil…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗
Mar 1
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…↗
Mar 1
Wayne Liang — And where will the US get it from?
$ONDS
$RCAT
$KRMN
$AVAV
And many more. I'll share my watchlist of Defense-related tickers soon, as well as Oil companies that could see a surge…↗
— I’m against war. Every war. But as an investor, you have to navigate the world as it actually is, not as you want it to be.
Geopolitical conflicts happen, and when they do, you ne…
Black Panther Capital — Oppenheimer just told you exactly what to buy.
$45 Billion drone market → $400 Billion in a decade.
And out of every drone company on the planet, analyst Timothy Horan named ONE…↗
Feb 28
Serenity — Hope you all hedged with Pistachios.
Israel is now airstriking Iran.
Immediate Beneficiaries:
Oil (Energy) - $XLE, $CVX, $XOM,
Defense - $AVAV, $NOC, $LASR, $LPTH, $RTX, $AVAV…↗
Feb 27
Black Panther Capital — @StonkChris I don’t think so.
They have a cash backlog.
Management execute.
Deals are coming in.
Just got into WisdomTree new physical AI ETF at 2,6% allocation. $AVAV 2,4%, and $…↗
Feb 27
Black Panther Capital — 🤯THIS IS HUGE!
$ONDS added to WisdomTree’s NEW AI ETF.
And with an allocation on 2,6%.
More than $AVAV.
And alongside $GOOG $NVDA.↗
Feb 27
BMSInvests — $ONDS
🚨 NEW: Ondas have been included in WisdomTree’s new Physical AI, Humanoids and Drones ETF $WPAI!
$ONDS have been allocated 2.6% of the ETF, alongside heavyweights such as…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 25
Serenity — @k_a_y_b_e_e_ $AVAV and Oil like $CVX are hedges for war. If US and Iran end up fighting (can be anytime as seen with the sudden invasion of Venezulea) those two sectors would like…↗
Feb 23
Jason Luongo — If we go to war with Iran, these are the stocks you will want to keep an eye on:
Defense primes:
$LMT, $RTX, $NOC, $GD, $LHX, $HWM
Drones and autonomous systems:
$ONDS, $AVAV, $K…↗
Feb 22
Mike Investing — The President, White House, & even Sec of War have been quite literally telling you what to buy…
The next sector to see euphoric upside will be Drone technology.
These names…↗
Feb 22
Black Panther Capital — THE CONTRARIAN PLAYBOOK
The overlooked vs. the obvious:
AI Compute - $AMD (not $NVDA)
Defense - $ONDS (not $AVAV)
Fintech - $SOFI (not $COIN)
Energy Storage - $EOSE (not $TSLA…↗
Feb 21
Black Panther Capital — Iran obviously don’t know what $PLTR $OSS $ONDS $KTOS $AVAV is capable of 😵💫 https://t.co/q3KrdeYz9Q↗
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 20
InvestmentGuru — Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…↗
Feb 19
Nancy Pelosi Stock Tracker ♟ — Well this call has played out well
A couple days ago we flagged Rep. Cisneros' buy of the drone defense contractor Aerovironment $AVAV
Because he sits on the Armed Services for I…↗
TheValueist — Eyes on drones if the US invades Iran.
$KTOS $AVAV $RCAT $DPRO↗
Feb 19
Wayne Liang — As the US & Middle East tension continues to grow, I expect the Defence theme to continue its run. $ONDS $RCAT $OSS $KRMN $AVAV and more.
Yesterday was just a taste of what's…↗
Feb 19
Serenity — The funniest beneficary if US invades Iran was:
Pistachios.
Not even joking.
Did you know US (California) and Iran operate a virtual duopoly in pistachio production?
This is…↗
Nancy Pelosi Stock Tracker ♟ — As rumors swirl of a possible US x Iran conflict, keep an eye on these Politicians buying war stocks within the last 3 months ...
1. Markwayne Mullin (R) bought Raytheon
- He sits…↗
Feb 17
TheValueist — $AVAV SOURCE AND SITUATION OVERVIEW
J.P. Morgan initiated coverage of AeroVironment (AVAV) at Overweight with a Dec-26 price target of $320, framing the recent drawdown as an attr…↗
Nancy Pelosi Stock Tracker ♟ — Keep an eye on this war stock ...
Rep. Cisneros sits on the Armed Services for Intelligence, Spec Ops, and Military Personnel Committee
He just bought Aerovironment $AVAV which i…↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 15
Jason Luongo — 6 stocks building the future of defense:
1. $ONDS - Autonomous drone systems. $180M 2026 guidance. Backlog up 180%.
2. $KTOS - Unmanned combat aircraft and hypersonics. Up 72% YTD…↗
Serenity — @burlingtononta I’m down on $AVAV. I have 30+ positions, not everything is green sadly.
But I’m up YTD because I’m more right than wrong and that’s the point of portfolio diversi…↗
Serenity — @TLEROY5 $LPTH is germanium bottleneck mainly for defense. It seems more of a long term beneficiary from transition from China supply chains to US black diamond.
And it’s algorit…↗
Feb 11
Jason Luongo — Stocks to watch in 2026:
AI Infrastructure: $IREN, $CIFR, $NBIS
Defense & Drones: $ONDS, $AVAV, $RCAT
Space: $RKLB, $ASTS, $PL
Energy & Power: $EOSE, $VG, $BE, $OKLO
Solar: $TE, $…↗
Feb 8
Serenity — @AustinAver70395 It's live traffic though since a troll would be actually placing a lot of Pizza orders + creating backlog from people waiting for pickup.
Just dont think people…↗
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 3
Mike Investing — Investing in these 5 sectors will make your portfolio greatly outperform the markets in 2026:
Space ~ $ASTS, $RKLB, $LUNR
AI ~ $IREN, $CIFR, $NBIS
Drones ~ $ONDS, $AVAV
Robotic…↗
Feb 2
Serenity — @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…↗
— The Drone Revolution is here
We need to talk about the BATTERIES $AMPX
Defense and aviation are exploding with unmanned systems, but legacy batteries are a major limiter: short fl…
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
Jan 27
Black Panther Capital — Geopolitics isn't fading. It's accelerating, and defense tech is the obviously 10X-play.
With Arctic tensions and drone wars, DoD budgets soar to $900B, prioritizing autonomy.…↗
Jan 25
Mike Investing — These 3 sectors will dominate the markets in 2026:
1. AI compute & Infrastructure ~ $IREN, $NBIS, $CIFR, $ZETA, $AMD, $MU, $NVDA, $ASML
2. Robotics & Drones ~ $ONDS, $TSL…↗
Jan 24
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…↗
Mike Investing — In 2025 many millionaires were made from my callouts…
Some of which include:
$AMD at $76 & ran to $267+
$HOOD at $29 & ran to $154+
$BABA at $80 & ran to $192+
This year these…↗
Jan 22
Shay Boloor — UPDATED GROWTH PORTFOLIO WATCHLIST
1. $LMND AI-native insurance stack
2. $OKLO modular nuclear power for AI data centers
3. $HOOD retail finance OS with embedded growth levers
4.…↗
Mike Investing — The President & the White House have been quite literally telling you what sectors to invest in:
Space ~ $ASTS, $RKLB, $LUNR
Robotics ~ $TSLA, $RR, $PATH
AI ~ $CIFR, $IREN,…↗
Jan 21
Shay Boloor — THE HUMANOID ROBOT LANDSCAPE IN 2026
1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robo…↗
Serenity — @Para_Capital I mean this is the $CRDO Amazon wire incident equivalent. But in the Defense sector.
Be $AVAV:
-> Renegotiates contract from R&D type to long term volume contract.…↗
Jan 20
Serenity — @victor_privin $AVAV secured $1.4B+ in contracts in the past 4 months.
This is a contract renegotiation (possibly better long term).
OTA agreements a lot of times is for prototy…↗
Jan 20
Serenity — I’ve added to my $AVAV positions on the 16% dip.
Markets made a mistake with regarding the Scar program news.
- Markets thought SCAR program was canceled hence 15%+ selloff.
- I…↗
Jan 20
Serenity — @__visionxry__ IMO $AVAV is a great dip buy on the 15% drop.
Main revenue is $1B+ switchblade replicator.
Markets are trolling if they’re panicking over a $175m contract that’s…↗
InvestmentGuru — Robots Are Taking Over — And This Is Bigger Than Most People Realize
Robot software
$NVDA, $QCOM, $PTC is the intelligence layer — AI, chips, and operating systems that power ev…↗
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…↗
Jan 20
Serenity — 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 — @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 19
Serenity — US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off…↗
Jan 19
Mike Investing — 2026 is your turn to become a millionaire…
Last year there was many generational opportunities like:
~ $AMD at $76 & ran to $267+
~ $TSLA at $210 & ran to $499+
~ $HOOD at $29…↗
Jan 18
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲 - 𝗥𝗼𝘂𝗻𝗱 𝟵𝟱
This week: a new battle is coming 🔥
Which clash do you want to see next? Pick your battle ⚔️👇
💾 $MU vs $HXSCL
🏛️ $BRK.B vs $B…↗
Jan 18
Michael Sikand 🦑 — Good morning, need a wake up call?
TTM P/E Ratio Of Popular Drone Stocks
$KTOS 985
$ONDS -34.5
$AVAV -207
$KRKNF 122
Now please point out to me which on the list is a criti…↗
Chris Ray — 🚨 $ONDS is currently in talks to acquire TWO Israeli defense firms for 9-figures each.
The first is mPrest, the command & control (C2) software maker that powers Israel’s Iron Do…↗
Jan 17
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $CRML +154%
2. $SKYT +82%
3. $SNDK +74%
4. $KTOS +72%
5. $BE +72%
6. $AVAV +62%
7. $ASTS +59%
8. $RDW +54%
9. $IREN +53%
10. $NVTS +53%…↗
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
TheValueist — 🙏thank you. My drone tracker is below, sorted by YTD. They have ripped. Many of these have limited to no earnings. Hard to recommend any at these at their current stock price leve…↗
InvestmentGuru — Defense and aerospace stocks to watch
- Control / Decision Software (The Brain): This is where wars are increasingly decided. Data fusion, AI-driven decision-making, and battlefie…↗
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
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 13
Serenity — Urgent: US Government: “Leave Iran Now”.
This implies direct US intervention.
The last event was with GBU-57A/B MOPs.
Here’s how to profit off US invading Iran.
Department of…↗
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
Shay Boloor — GLOBAL DEFENSE CHEAT SHEET
Defense is about drones, software, communications & the industrial base that makes them scale with these companies enabling that shift:
Drones
• $ONDS…↗
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 12
Serenity — I’m omega long on $AVAV.
This is probably the coolest company in the “Venezuela Invasion port”
If you want a TLDR pitch: they made the Kamikaze drones primarily used in Venezuela…↗
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 10
Shay Boloor — @FuturumEquities Not sure what happened in the model but $AVAV should be in the #1 spot at +51%.↗
Jan 8
Serenity — @octo_data It's not 10x but I really like $AVAV.
They won a $800m+ contract earlier last Dec, and then made the kamikaze switchblade drones that successfully disabled Venezuelan…↗
Jan 8
Mike Investing — These 7 picks will be directly benefitted from the $1.5T 2027 U.S. defense budget:
1. $ONDS ~ Provides the secure, jam resistant communication backbone for drone operations.
2. $P…↗
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 — @LibertadEterno I’ve been riding $AVAV and $UMAC. Not every one deserves a post though, the ones above were my favorites.↗
Jan 8
Shay Boloor — 10 WAYS TO CAPTURE A $1.5T U.S. DEFENSE BUDGET IN 2027
1. $PLTR powers command, control & real-time decision-making by fusing data into actionable battlefield intelligence.
2. $O…↗
Jan 8
TheValueist — $KTOS $AVAV $RCAT $DPRO Drones gapping up pre on US mil spending.
Dow Jones) -- 1033 GMT - U.S. defense stocks surge premarket after President Trump called for a 50% increase in…↗
Jan 7
Serenity — I've initiated a position in $OSS.
I usually never say this but, this one is exciting.
Markets completely missed this 155M MC Drone Swarm, Ghost Fleet, USVs, Edge AI deploying US…↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
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 — @FrontRangeHQ I did but it’s extremely risky so $VLO, $AVAV, and $CVX look the safest right now given US gov subsidies for development.
I’d be wary of the $5.9b amber energy bid…↗
Jan 5
Serenity — And... We're off to the races.
"Nation Building Port" Performance Today:
$GDRZF +95.83%
$AVAV +14.7%
$CVX +5.19%
$ASHM +5.2%
$HII +3.82%
$TRGP -3.14%
I'm surprised Gold Reserve…↗
Jan 4
Serenity — Maduro is now captured in NY, facing charges.
The first thing that came to everyone's mind is:
How do you profit off the US invasion of Venezuela and Regime Change?
Here's how.…↗
Jan 3
Mike Investing — This morning the US has invaded Venezuela.
Everyone is led to now asking the same question.
How can you actually make money from it?
1. Oil and heavy sour crude ~ $VLO, $MPC, $X…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
Serenity — US has now invaded Venezuela.
Everyone is probably wondering the same thing:
How do you profit off the situation?
1. Heavy Sour, Ammonia, and Nitrogen Fertilizers disruption ( $…↗
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…↗
Jan 1
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
Jan 1
InvestmentGuru — High-Conviction Robotics & Automation Stocks for 2026
$NVDA — Robot AI brains
The backbone of AI, simulation, and robotics compute. Every robot needs inference, training, and edg…↗
— MY DRONE WATCHLIST
• $ONDS is about connectivity
• $TDY is about sensing & targeting
• $PLTR is about command, control & decision-making
• $UMAC is about fleet orchestration & s…
Shay Boloor — 10 WAYS TO PLAY AMERICAN DRONE DOMINANCE ENTERING 2026
1. $ONDS builds the secure communication networks drones rely on to transmit video, data & commands without being jammed or…↗
Dec 20
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…↗
Dec 17
InvestmentGuru — $ZENA continues to hold its levels, showing stable price action while the broader AI drone & DaaS sector builds out long-term narratives. This type of consolidation is constructive…↗