AEVEX. Every tracked FinTwit mention of $AVEX, newest first. 48 mentions since the first on Apr 20, 2026. See the price chart.
May 2026 · 14 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↗
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
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
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 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 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…↗
April 2026 · 34 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…↗
— 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
Michael Sikand 🦑 — This Anduril competitor $AVEX is still my favorite public drone stock even though I'm bagged 11%.
https://t.co/93VQXemFef↗
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
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
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…↗
Apr 21
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
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…↗
Apr 20
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
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
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…↗