Who mentions $AVEX most on Surfaced?

@michaelsikand (Michael Sikand 🦑) mentions $AVEX most — 26 mentions in the past 12 months.

When was $AVEX first mentioned on Surfaced?

The earliest tracked mention of $AVEX in the Surfaced archive was on Apr 20, 2026.

How many voices track $AVEX?

14 FinTwit voices have mentioned $AVEX 75 times in the past 12 months.

What kind of voices mention $AVEX most?

$AVEX is mentioned most by Long Research voices on Surfaced.

$AVEX — FinTwit mentions on Surfaced

Recent calls

20 calls

@midascabalJul 9, 2026 · 6:10 AM

4) $AVEX One-way attack drone. 3D-printed. Built for GPS-denied environments. Designed to scale. Fast. Cheap. Effective.

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@photonbullMay 28, 2026 · 6:13 PM

Still liking it $AVEX https://t.co/o3quwX90ZQ

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@almacap114204May 20, 2026 · 8:18 PM

$AVEX earnings. First Quarter 2026 Highlights Total revenue of $216.7 million, up 307% from $53.3 million in Q1 2025 Net Income of $21.0 million compared to a net loss of $27.3 million in Q1 2025 Adjusted EBITDA* of $36.4 million compared to $13.4 million loss in Q1 2025 Outlook for Full Year 2026 Total revenue of $600.0 million to $620.0 million Adjusted EBITDA* of $88.0 million to $94.5 million 13PE

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@almacap114204May 6, 2026 · 2:18 PM

@TheObserverCap Mainly $AVEX, then have a basket I track to see if I can identify early rotation.

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@michaelsikandApr 30, 2026 · 12:15 AM

$VIAV with a 20% SMASH. It's currently the largest position in my @joinautopilot fund that $6.3M from 977 investors is following. I'm going to take some profits and rebalance tommorow. Glad I could claw back on $AVEX 🤣 Some new bets are coming soon. Can you guess???

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@michaelsikandApr 28, 2026 · 2:19 AM

Nice see to U.S. drone factory $AVEX rip back 14% today. A lot of IPO volatility, overhang with PE owner, defense stocks getting hit. But I still think the best pure play small cap drone stock from fundamentals like capacity, $1.2B Pentagon contracts, $200M+ in Q1 guided. https://t.co/Qicfjgufjz

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@michaelsikandApr 24, 2026 · 7:38 PM

This Anduril competitor $AVEX is still my favorite public drone stock even though I'm bagged 11%. https://t.co/93VQXemFef

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@stocksavvyshayApr 22, 2026 · 9:16 PM

@michaelsikand The $AVEX risks are real because customer concentration remains a bit high with the U.S. govt accounting for a lot of 2025 rev and backlog but future warfare is all about low-cost, software-enabled systems that can be built fast and replaced quickly which is where AEVEX differentiates so it was worth a starter position to add to my drone bucket in the growth port.

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@michaelsikandApr 22, 2026 · 8:18 PM

My newest long $AVEX cooked my port today. I've got over $1M of this in my fund and a big position myself. Thesis is completely unchanged. Tiny float + brand new IPO = massive volatility. Nobody has done ANY work on this. No sell side coverage. No X coverage. A lot of IPO buyers play short term. Cool to hear @StockSavvyShay, who is a big $ONDS bull, took a position today on the dip, emphasizing the "integrated software" angle. $75B drone budget only makes my upside case stronger. Stand by my thesis posted to my Substack. Will continue to accumulate on dips and see the 20's as prime territory. Currently have a drone specialist in my discord helping source some information from the battlefield on the product set. Feel like the defense supercycle trade is stronger than ever on continued Iran tensions and the new budget.

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@almacap114204Apr 22, 2026 · 4:57 PM

$AVEX, peace between Russia and Ukraine would affect the thesis significantly along with Trump extending the ceasefire in Iran.

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@kawzinvestsApr 21, 2026 · 6:47 PM

@YoYInvestor The right way to compare $AVEX and $ONDS isn't "PE exit playbook." It's forward EV/Sales, manufacturing ownership, backlog, and share count trajectory. $AVEX: ~$4.1B market cap on $433M 2025 revenue. ~6x 2026E sales. Owns 100K sq ft of AS9100D-certified production. $503M funded backlog (+181% YoY). 6,200 systems delivered, 3,900 more committed through 2026. $ONDS: ~$5.3B market cap on $51M 2025 revenue. ~14x on a 2026 guide that depends on M&A closing. Contract-manufactured platforms (Optimus built by Detroit Manufacturing, Wåsp by Kitron). 482M shares and growing after raising $830M+ in equity in 2025 alone. Two different businesses at two different stages. Pick whichever fits your risk model, but please compare them with the same ruler.

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@michaelsikandApr 21, 2026 · 5:59 PM

The $75B U.S. drone budget supercharges $AVEX. Retail finally has an asymmetrical drone stock with real traction and proven products to win a $75B pie piece. But let's understand a major risk. Specifically how $28B PE firm Madison Dearborn Partners controls 79% of the float and the lockup will expire in 6 months. One of my strengths as a content creator is making complex topics digestible, so that's my goal here. Think of it like this. One person owns 80% of the company right now. Kinda sketch? The stock is already up 80% over the IPO price. That's massive gains that this person can cash out of once the lock up expires in 6 months. IPOs are liquidity events meaning they're how you make money because you can easily sell your asset to someone else. MDP will take some profits in 6 months on a business they've been working on since 2020. That's the beauty of capitalism. We (retail) now get to own an EBITDA positive drone stock and they took the risk to give the capital to land $1.2B in DoD sole source contracts. This creates what investors call an "overhang". It's a mass of shares sitting above the market that everyone knows will eventually come up for sale, creating a psychological ceiling on the price because institutional buyers hesitate to pay when they expect cheaper paper to hit the tape soon. It's not dilution and it is not guaranteed selling of any amount, it is just the shadow of known future supply that weighs on price discovery. Now I know what you're thinking. If you were MDP, you're thinking you would rug the stock and cash out like a bandit in October. But MDP has been printing 15 to 23% annual returns for their investors since the 1990s by running clean, patient exits out of their public stocks. Dumping a big winner like $AVEX would seriously threaten the new $3B Fund XI they're raising right now and kill their reputation in IPOs. The firm has a clean rep from my initial background research. I will say 80% of the float is a lot. Most PE-backed IPOs are 30-60% The 80% does mean the unwind horizon is longer (probably 3 to 5 years instead of 18 to 24 months) of continued sales, but that also means the supply comes in smaller tranches over a longer period, which is easier for the market to absorb. Academic research also supports that the larger the equity retention the better aftermarket performance of IPOs. This is mainly because the incentives are more alligned. MDP is more likely to protect and grow shareholder value than an institution that just wants to profit fast and dump a big run back onto the market. My rebuttal for the overhang being real is the HUGE institutional and retail demand for drone industry stocks. Appetite is voracious here especially for a company with this much revenue, traction, and EBITDA positive. The budget figure today will only increase this. First off, the $AVEX IPO was oversubscribed multiple times according to Bloomberg. All the top dogs from Goldman Sachs, BofA, and Jefferies ran the book as joint lead managers, with JPMorgan, RBC, Baird, William Blair, Raymond James, Needham, and Academy Securities filling out a twelve bank syndicate. On the retail demand side look at $ONDS. No offense to you if you own the stock but I must use them as an example here. The stock has objectively weak fundamentals with only $50M in trailing revenue but it's trading near ATH even after the share count 5x'd in two years. The stock still ripped 10x because the drone bid is that voracious. If the market ate 300M net new ONDS shares on a name with no defense track record that's far more unproven than $AVEX... The idea that the same market chokes on MDP selling down a real drone prime with $503M backlog, $8B dollar pipeline on a $75B U.S. 2026 drone budget, and actual EBITDA is insane. I'll keep stress testing this. I'll look further into MDP and their dealings and check filings. $AVEX I do really like the stock. Free deep dive on my Substack with the upside I see.

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@ckcapitalxxApr 21, 2026 · 3:30 PM

$AVEX vs $ONDS Who will be the first to 10b market cap. I got my money on $AVEX https://t.co/vRFl6sG4NF

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@almacap114204Apr 21, 2026 · 2:52 PM

$AVEX has doubled off its IPO and is up c.20% since my post yesterday. The future looks promising and I am still bullish, but wanted to highlight a few risks: > Q1 2026 revenue swing (+283% guide) is almost entirely EUCOM Deep Strike, one programme. If not renewed, growth slows materially without new wins, and lower growth justifies a lower multiple. > Gross margin fell from 28% to 22% scaling that same programme, could signal a structurally lower-margin product mix. > Anduril is competing for the same Army LE-SR programmes, and has far more capital to fund R&D. Potential mitigations in my mind: > These are single-use munitions, provided operational demand persists, replenishment is baked in. Even if Ukraine and Iran de-escalate, the US and allies will need to re-arm. > AEVEX has a broad product range (Atlas, Dominator, Phoenix Ghost, ISR/Global Solutions) competing across multiple programmes. > Anduril's biggest programme commitment is CCA/Fury for the Air Force. A different domain to AEVEX's core SOF/EUCOM niche. AEVEX's 84% prime contractor rate and >99% recompete win rate should be hard to displace.

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@blackpanthercapApr 21, 2026 · 11:25 AM

The FinX battle on $ONDS vs $AVEX needed a referee. I ran both through my Warren Buffett’s & Peter Lynch’s Agents. Every angle. Here’s what two of the greatest investors in history actually say about this matchup. THE BUFFETT READ: Buffett looks for one thing first: durable competitive advantage. $AVEX has it. > $432.9M in 2025 revenue. > Funded backlog of $503M. > Net losses narrowed from -$78.6M to -$16.8M in a single year. > An 84% prime contractor position, meaning AEVEX writes the contracts, not subcontracts them. > A 28.4% win rate on competitive, full-and-open government bids. That is a REAL moat. Buffett would recognize it. But then he’d flip to the ownership structure. Post-IPO, Madison Dearborn retains 79.1% combined voting power. They are the seller in this offering. Not a buyer. Buffett’s rule on insider behavior is unambiguous: the people who know this business best are not buying it at $40+. They are exiting. The stock doubled in 48 hours after debut. No base. No 50/200-day moving averages. RSI likely north of 85. Margin of safety: negative. Buffett’s verdict on $AVEX: Excellent business. Wrong price. Wait. On $ONDS? He wouldn’t touch it yet. $50.73M in 2025 revenue. Ongoing cash burn. Serial dilution risk. No demonstrated path to free cash flow. Buffett needs to see the proof of durability before he enters. ONDS hasn’t produced it. Not at this stage. His verdict on $ONDS: Pass until the business proves itself. THE LYNCH READ: Lynch hunts differently. He’s looking for the TENBAGGER before it becomes obvious. On $ONDS, he finds the signal. > 605% revenue growth year-over-year. > A $140M forward target raised to $170-180M at Investor Day. > Revenue target ltr raised to $375M. > Market cap sitting around $5B. Lynch spent his career finding exactly this setup: a business growing faster than the market realizes, priced like it’s already failed. The institutional underdiscovery is real. The growth rate is real. The valuation gap is real. That’s the trifecta Lynch called home. But then Lynch would run the two-minute drill, the test where you explain the business simply enough that a stranger on an elevator can follow it. ONDS is getting harder to pass. Drones. Counter-drones. Ground robots. Israeli border contracts. German production hubs. Rail automation. Stratospheric balloons. Lynch coined “diworseification” for this exact pattern. He’d be watching the acquisition pace very carefully. His verdict on $ONDS: The setup is there. Prove the focus first. Gate: May 14 Q1 earnings. On $AVEX? Lynch sees what Buffett sees: a great business at a bad price. Stocks that double in 48 hours with no base are not entries. They’re exits. He’d add $AVEX to his watchlist and wait for the inevitable consolidation. THE SPLIT VERDICT: Both frameworks. One clear conclusion. $AVEX builds the better business today. Cleaner moat. Proven contracts. Near profitability. A management team that controls its own destiny. $ONDS has the better stock setup. The growth rate, the valuation gap, and the institutional underdiscovery that Lynch said is where tenbaggers live. But both verdicts are WAIT. The winner of this battle isn’t determined by which company is better. It’s determined by which investor you are. If you’re Buffett, you own neither right now and you’re watching $AVEX for the pullback. If you’re Lynch, you’re circling $ONDS, building a small position, and waiting for May 14 to confirm the thesis. I know which framework fits this stage of the market cycle. -BP Not financial advice. Do your own due diligence.

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@bmsinvestsApr 20, 2026 · 8:22 PM

Looking at trailing revenue for $ONDS is pointless for starters. Then you’ve got the forward valuation incorrect, it’s 13.68x based off of a $5.13B market cap and guided $375M in revs for FY26 (as a conservative target). The modern entity $AVEX was founded in 2017, but they’ve been in the broader defense/ISR industry since 2006. $ONDS wasn’t even a ‘drone’ company until 2021. Of course they’re going to have better manufacturing capabilities and bigger contracts. They’ve been around 15 years longer. $AVEX has guided 85% rev growth in 2026, “$ONDS doesn’t come close”..even though it’s guiding for 640% YoY growth in 2026? This is after 605% YoY growth from 2024-2025. One last thing, they’re not even direct competitors. $AVEX is more focused on loitering munitions/precision strikes, long-range ISR etc. whereas $ONDS focuses on CUAS platforms (IDR + Sentrycs) and their system of systems approach for defence. Ones more offence, ones more defence. $AVEX looks to be a great company, but you’re purposefully trying to drag $ONDS down for engagement, getting so much basic information incorrect as you go. Do better.

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@ckcapitalxxApr 20, 2026 · 6:31 PM

I gave you guys these plays for free. My next high conviction is $AVEX Why own $ONDS when you can own the better drone play in $AVEX

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@kawzinvestsApr 20, 2026 · 5:56 PM

$AVEX. This is what frontline manufacturing actually looks like. The 3-year lesson from Ukraine was that whoever replaces lost drones fastest wins. ForgeX is the only US answer to that lesson at scale. 1,080 drones a year per container, 35 containers deployed by 2030, zero concrete poured. And the Ukraine runway is already locked in. EUCOM Deep Strike is a $645.7M sole-sourced contract supplying 4,800 attack drones through 2028.

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@michaelsikandApr 20, 2026 · 4:58 PM

@YoYInvestor I'm dead serious. Can you seriously argue some financial engineering project with a bunch of random companies is a defense prime? Diluted to hell. Warrant wall at $28. $AVEX will do $200M in Q1. It has an integrated software platform and the craziest suite of products across all major drone classes. We're trading at a lower market cap at $ONDS.

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@photonbullApr 20, 2026 · 4:52 PM

Good start for $AVEX today! https://t.co/6MKtuNow7E

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