AEVEX. Every tracked FinTwit mention of $AVEX, newest first. 76 mentions since the first on Apr 20, 2026. See the price chart.
July 2026 · 4 mentions
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 9
Midas — 4) $AVEX
One-way attack drone. 3D-printed. Built for GPS-denied environments.
Designed to scale. Fast. Cheap. Effective.↗
Jul 2
CK Capital — Are drone stocks back?
$AVAV up 14%
$AVEX up 12%
$RCAT up 8%
$ONDS up 5%↗
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
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↗
Michael Sikand 🦑 — 365 days ago, I decided to go all in on making content about stocks.
150K+ combined followers later... I thought I'd share my 3 best and 3 worst longs so far.
And once you read m…
May 2026 · 19 mentions
May 31
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 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 29
BMSInvests — @CKCapitalxx @Bleacherbum Do you not rate $AVEX anymore?
https://t.co/aCslluWhlw↗
May 28
PhotonBull — Still liking it
$AVEX https://t.co/o3quwX90ZQ
April 2026 · 45 mentions
Apr 30
Michael Sikand 🦑 — You can make money buying consensus stocks.
But the asymmetric returns happen when you understand an asset better than the market.
Of course, this strategy is harder and riskier…↗
Apr 30
Michael Sikand 🦑 — $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 t…↗
Apr 29
AlmaCap — Seeing brutal moves across space and defence names whilst AI semiconductor supply chain continues to pump - seems I was right about the expected rotation.
Space: $ASTS; $RKLB; $FL…↗
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 13
InvestmentGuru — @JTpm0k I have enough exposure with $ONDS , I like $AVEX too though will check it out↗
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…↗
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
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
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 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…↗
May 20
PhotonBull — Good results from $AVEX today after the stock cooled off a bit from the IPO hype
Still like it↗
May 20
AlmaCap — $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…↗
May 12
PhotonBull — The Golden Dome is now estimated to cost $1.2 TRILLION instead of the projected $175 billion
I think space and defense might become more attractive again
Here are some of my fav…↗
May 9
Shay Boloor — @VanquishTrader You can't for $AVEX to include in a drone bucket↗
May 9
AlmaCap — $AVEX, $EOS, the Ukraine / Russia temporary ceasefire (we will see if it gets extended) may explain some of the weakness that we have seen in the market for defence stocks↗
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↗
May 7
PhotonBull — Rough market day, but expected after such a legendary run
What, if anything, are you adding?
$ASTS $KRKNF $AAOI $EOS.AX $MU $DRAM $SNDK $NBIS $ONDS $AVEX https://t.co/sgTVf7e2EN↗
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…↗
May 6
AlmaCap — @TheObserverCap Mainly $AVEX, then have a basket I track to see if I can identify early rotation.↗
May 5
Michael Sikand 🦑 — If you're bag holding on defense longs like me in $KRKNF $AVEX $FLY
Best to just appreciate the AI capex bottlenecks are mooning like with photonics and memory.
Not every sector…↗
— 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…
Michael Sikand 🦑 — The defense trade is getting smoked.
$LMT is down 18% in 1M
$KTOS is down 19% in 1M
$RCAT is down 15% in 1M
My newest position $AVEX ripped to $41 Monday and closed at $29 on Fri…↗
Apr 24
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…↗
Apr 24
Michael Sikand 🦑 — This Anduril competitor $AVEX is still my favorite public drone stock even though I'm bagged 11%.
https://t.co/93VQXemFef↗
Apr 23
CK Capital — This is the life you and bro will be living in 2030 because you held these stocks with conviction.
$ASTS — $80 today → $1,500 by 2030
The only space-based cellular network connec…↗
Apr 22
Michael Sikand 🦑 — @Tech_Stamurai Well basically I've been using $ONDS valuation as the ultimate bull case for $AVEX. Fundamentally, $AVEX is 100x better. But cool to see someone from that community…↗
Apr 22
Shay Boloor — @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…↗
Apr 22
Michael Sikand 🦑 — 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…↗
Apr 22
AlmaCap — $AVEX, peace between Russia and Ukraine would affect the thesis significantly along with Trump extending the ceasefire in Iran.↗
Apr 22
Michael Sikand 🦑 — Loaded more $AVEX here.
Defense official: "The vast majority of the $75 billion is aimed at evaluating, purchasing or modifying drone systems that are already in use"
$AVEX has s…↗
Apr 22
Michael Sikand 🦑 — Before you shoot me a follow. Check out my favorite.
$AVEX: Brand new drone IPO doing $400M+ revenue in 2025 with positive EBITDA margins. $1.2B in sole sourced DoD contracts alre…↗
Apr 22
Michael Sikand 🦑 — DRONE DOMINANCE: $53.6B
The future of war with affordable mass and autonomy.
$AVEX, Proven Group 1-V drones
$RCAT, Army contract winner
$UMAC, China-free drone parts
$DPRO, US ma…↗
Apr 22
Michael Sikand 🦑 — COUNTER UAS: $20.6B
Stopping cheap drones from depleting multi-million dollar interceptors.
$LASR, lasers that melt drones for $10/shot
$AVEX, counter drone red teaming
$RCAT,…↗
Apr 21
KawzInvests 🦑 — @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…↗
Apr 21
Michael Sikand 🦑 — 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…↗
Apr 21
CK Capital — $AVEX vs $ONDS
Who will be the first to 10b market cap.
I got my money on $AVEX https://t.co/vRFl6sG4NF↗
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.↗
Apr 21
AlmaCap — $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…↗
Black Panther Capital — 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 histo…↗
Apr 21
Michael Sikand 🦑 — @StockSavvyShay Thanks for clarifying Shay. Just wanted to point out this brand new IPO $AVEX and the incredible portfolio they've built as well through acquisitions over many year…↗
Apr 21
Michael Sikand 🦑 — @bullfornow1960 Check out $AVEX management it's so cracked.↗
Apr 20
BMSInvests — 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…↗
Apr 20
Michael Sikand 🦑 — @StockSavvyShay @RetailKingsETF Sounds like catch up to $AVEX having been battle tested and deployed since 2022 across Group 1 - V autonomous systems, producing 10K units. They wer…↗
Apr 20
BMSInvests — Also, $AVEX doesn’t have any CUAS solutions.
$ONDS bread and butter is CUAS.
Just because you see the word ‘drone’ doesn’t mean they’re direct competitors.↗
Apr 20
BMSInvests — For what it’s worth, I like $AVEX.
What I don’t like is the childlike nature of putting something else down (in this case, $ONDS) to make something else look better ($AVEX).
You…↗
Apr 20
Michael Sikand 🦑 — Really? I know one < $5B. $AVEX makes $ONDS look like a joke. https://t.co/eyfNF7cz0y↗
mon — First $SOFI vs $HOOD
Then $NBIS vs $IREN
And now $ONDS vs $AVEX
This is never going to stop. 😅↗
Apr 20
CK Capital — 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↗
Apr 20
Chris Ray — @WojMuse Haven’t looked into it but saw the dynamic duo is pumping it hard staking their claim.
Probably just doing it to say they called another winner early, even though every d…↗
Apr 20
KawzInvests 🦑 — $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…↗
Apr 20
KawzInvests 🦑 — Full deep dive on $AVEX here, free to read: https://t.co/TP4gAeh27M↗
Apr 20
KawzInvests 🦑 — $AVEX (~$3.6B) did $432.9M in 2025 revenue. $ONDS (~$5B) did $50.7M. Let that sink in.
> Revenue. $AVEX $432.9M in 2025. ONDS $50.7M. $AVEX is nearly 9x the revenue at 72% of the…↗
Michael Sikand 🦑 — @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.…↗
Apr 20
PhotonBull — Good start for $AVEX today! https://t.co/6MKtuNow7E↗
Apr 20
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
PhotonBull — You are going to need a LOT of drones if this happens
$AVEX↗
Apr 20
PhotonBull — About the frontline manufacturing:
''Strategic manufacturing at the front line by combining digital engineering and additive manufacturing in a deployable production system. Desi…↗
Apr 20
AlmaCap — $AVEX, I'm long.
>Beat Anduril on a $646M sole-source EUCOM contract.
> Q1 2026 guidance is $200–208M vs Q1 2025 of $72M — that's +283% YoY.
>GPS-denied navigation tested against…↗
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…↗