Kratos Defense and Security Solutions. Every tracked FinTwit mention of $KTOS, newest first. 248 mentions since the first on Jul 29, 2025. See the price chart.
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 15
Space Investor — $KTOS: Kratos Defense & Security Solutions today announced the opening of a 167,000-square-foot advanced manufacturing facility in York, Pennsylvania.
The plant expands Kratos' ex…↗
Jul 14
Space Investor — $RKLB / $KTOS: Stifel notes today that Kratos securing a massive $400M Department of War award is a massive positive read-through for Rocket Lab.
Kratos designs the advanced hype…↗
Jul 14
Shay Boloor — $KTOS secured roughly $400M in Pentagon funding to accelerate hypersonic and national-security programs.
$RKLB is a direct Kratos supplier so more vehicle development could transl…↗
Jul 14
Space Investor — $KTOS: Kratos today announced that it has recently received approximately $400 million in funding from the Department of War (DoW) related to certain hypersonic system and other Na…↗
Jul 13
Space Investor — $KTOS: Kratos Defense & Security Solutions today announced that the company has recently received an approximate $100 million sole source prime contract award for the production of…↗
Jul 9
Michael | Hypermarkets — $SPCX crashed right after its IPO to $147.
It's going under $100 first before ripping $1,000+
These 19 SPACE stocks will explode too:
1. $RKLB ~$87
Small-launch and satellite m…↗
Jul 9
Midas — 3) $KTOS
Valkyrie XQ-58A.
High-subsonic combat drone that flies alongside F-35s as a loyal wingman.
Your fighter jet now has a drone co-pilot.↗
Jul 6
The Claude Portfolio — Breaking: Four months ago, we set up Claude up with a brand new $50,000 portfolio to see how well it does at picking stocks
So far, it's worked.
Claude is up 14% while the $SPY…↗
Space Investor — $KTOS: Kratos Receives $36 Million Air Defense System Single Award Contract
Kratos today announced that it has recently received an approximate $36 million sole-source contract aw…↗
Jul 2
PhotonBull — Another defense stock with a contract win announcement now
Sector regaining momentum?👀
$AVAV $KTOS $ONDS↗
June 2026 · 30 mentions
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
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 28
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…↗
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 — @MickeyStonk Feel like a kid in a candy shop.
$KTOS sub $60 too.↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…↗
Apr 27
The Claude Portfolio — New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…↗
Apr 26
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…
March 2026 · 33 mentions
Mar 30
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 27
Space Investor — $RKLB / $KTOS: US State Department has approved a proposed sale to Japan of equipment and services to support its program to develop hypersonic weapons.
The US said Japan had requ…↗
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…↗
KawzInvests 🦑 — Anduril has one rule: move fast with American-made.
$PDYN (~$330M) is the only company listed in Anduril's Fury supply chain.
Out of every defense contractor in America, Anduril…↗
Jan 30
InvestmentGuru — Positioning Early: Growth Stocks That May Lead the Market in 2026
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospace connectivity
$…↗
Jan 29
Michael Sikand 🦑 — I just got shivers down my spine.
Someone on FinX is posting daily about the next $PLTR years early.
Is It $IREN
Is It $ASTS
Is It $KTOS
I'm betting it's $KRKNF↗
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 28
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 22
Chris Ray — I’ve been seeing people post some completely NON-space sector stocks and claiming they’re part of the “space economy.”
If you want to research some ACTUAL space stocks, these are…↗
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 8
PhotonBull — Let’s look at some other companies. $KTOS is a defense company that has gained a lot of attention with the defense tailwinds, such as the Ukraine war and increased defense spending…↗
Space Investor — $RDW / $KTOS
A report from Fortune Business Insights said: "The military drone market size is projected to grow from 16.07 billion in 2024 to 47.16 billion by 2032, exhibiting a C…↗
Aug 4
Space Investor — Futures point green ahead of Monday’s open.
This follows a rough week where all three major indexes posted solid losses, snapping the market’s summer momentum.
Friday’s selloff c…↗
July 2025 · 1 mention
Jul 29
Space Investor — Interesting move by Ark Invest today, selling $RKLB & $KTOS to buy $LUNR
🤔 https://t.co/pI3yr4pts9↗
— 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:
•…
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 — 4. $KTOS - Kratos Defense
Won a $7M counter-UAS production contract in March 2026 for systems that detect, track, and classify aerial threats including drones and cruise missiles.…↗
Jun 16
The Claude Portfolio — Breaking: Claude just sold one of it's top holdings
Earlier this morning it sold out of Eli Lilly $LLY for around a 15% gain
Here's why it sold:
"I sold my entire Eli Lilly posi…↗
Nezih Gökay — (For the people from many countries who follow me, here is the English version of the post below.)
WHILE EVERYONE IS CHASING SPACEX STOCK, SMART MONEY IS ACCUMULATING THE ROCKET F…↗
Jun 14
Nezih Gökay — HERKES SPACEX HİSSESİ PEŞİNDE KOŞARKEN AKILLI PARA ROKETE YAKIT TAŞIYANLARI TOPLUYOR! 🚀🔥
Elon Musk gökyüzünü ve yörüngeyi fethederken borsada sessiz sedasız hiper büyüme yaşayan…↗
Jun 13
Michael | Hypermarkets — $SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $GS.
These 20 companies will explode 10x-20x with $SPCX:
LAUNCH & INFRASTRUCTURE
1.…↗
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 12
The Claude Portfolio — Commentary: Some months ago we gave Claude 50k to invest, here is it's current portfolio. All 15 positions, largest first, with one line on why each is still in the book.
Here's C…↗
Jun 12
Michael | Hypermarkets — $SPCX shares are priced at $135 for its $2 trillion IPO.
Its return is 100x-200x by 2035.
These 20 companies will benefit the most:
1. $BKSY ~$34
AI-ready Earth observation sate…↗
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 9
The Claude Portfolio — @beichaz_ Here's the current book, 15 positions, weights as they sit today:
$NOW 14.6%
$ZETA 10.7%
$LLY 9.3%
$VST 9.1%
$RDDT 6.2%
$HALO 6.1%
$MGNI 6.0%
$PGY 5.6%
$ICE 5.6%
$ARDX 5…↗
Jun 9
The Claude Portfolio — Breaking: Claude Portfolio just bought a new stock bc it thinks Hurricane Season will be weak
Back on March 31st, we gave Claude's agents $50,000 to see how well they do at picki…↗
Jun 8
Shay Boloor — @FuturumEquities You can watch my full $KTOS breakdown here including why I own it and my two other favorite drone names:
https://t.co/6ak1UREZX3↗
Jun 8
Shay Boloor — $KTOS gives me exposure to higher-end drone layer including tactical jet drones, propulsion & broader defense programs like Valkyrie.
The under-appreciated piece may be its engine…↗
Jun 8
Shay Boloor — @FuturumEquities $KTOS engine business may be one of the most underappreciated parts of the story since management said Turbine Technologies is “ripping” because the company is inv…↗
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 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
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 3
InvestmentGuru — $JFB
The Hidden XTEND AI Defense & Drone Autonomy Opportunity
Here’s why investors are watching this story closely 👇
THE LEGACY BUSINESS
JFB Construction Holdings is a Florida-…↗
— Breaking: Claude called it
One month ago, Claude bought Kratos Defense because it believed the Pentagon would pivot into US based drone companies
Today, $KTOS is +14% on news of…
PhotonBull — Taps sign
Hope you listened
$ONDS $UMAC $AVAV $KTOS
Not a bad day for EU/US defense stocks
Let's see what Australia brings tonight for $EOS.AX↗
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
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
Jason Luongo — $KTOS - Kratos Defense (~$63)
Builds the XQ-58 Valkyrie autonomous combat drone. Marine Corps selected Kratos for its CCA program in Jan 2026, $231M contract. Airbus integrating V…↗
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
The Claude Portfolio — Update: Claude's top position is making a comeback
For the last 2 months, ServiceNow $NOW has seen some volatility, yet Claude has bought the dip through it all
The position is u…↗
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 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…↗
Michael | Hypermarkets — Elon Musk read 5 books as a kid.
Then he spent 30 years building every single one of them for $TSLA $SPCX
Here's the CHEATCODE straight from Elon's books:
1. Foundation Series b…↗
May 20
Michael | Hypermarkets — The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.
Elon Musk says by 2030 regular people will be ultra-wealthy.
Here's 20 companies directly linked to SP…↗
May 19
The Claude Portfolio — 49 days ago we set Claude up with a brand new $50,000 stock portfolio
So far, it hasn't outperformed the market
Since inception:
SPY: +8.37%
Claude: 3.37%
It's picked a couple b…↗
May 17
PhotonBull — It's laser season
$AVAV $LASR $KTOS $EOS.AX↗
May 16
Mike Investing — SpaceX $SPCX is officially set to go public on June 12.
This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector.
These are the criti…↗
May 16
InvestmentGuru — SpaceX $SPCX IPO — June 12.
Biggest IPO in history. Know your map.
🛸 Launch
→ $RKLB $FLY
🛰️ Imaging
→ $PL $SATL $BKSY $SPIR $HAWK $GSAT
📡 Satellite Comms
→ $ASTS $IRDM $VSAT…↗
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%.…↗
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 9
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↗
May 8
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
May 7
Jason Luongo — 5. $KTOS - Kratos Defense
Q1 revenue $371M, beating guidance. Just raised full-year outlook to $1.7-1.76B with organic growth of 15-19%. The Valkyrie autonomous drone is the cente…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
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?↗
Shay Boloor — $KTOS Q1 EARNINGS
• Revenue $371M vs Est. $340M
• EPS $0.16 vs. Est. $0.13
• EBITDA $39M vs Est. $29M
• Gross Margin 40% vs. Est. 40%
Q2 Guidance
• Revenue $405M vs Est. $410M
•…↗
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 5
BMSInvests — Great day to buy drone stocks.
$ONDS $AVAV $KTOS↗
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
May 1
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.↗
May 1
The Claude Portfolio — Breaking: Claude just bought a new stock and it's already up 8%
Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX
Here's it's reason…↗
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
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
Mike Investing — 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…↗
Apr 23
Michael Sikand 🦑 — The market still sees $FLY as a space stock.
I see it as an orbital defense powerhouse with a lunar economy and launch lottery ticket.
I've been geeking on defense since the $1.5…↗
Apr 23
BMSInvests — $KTOS Unmanned Aerial Systems Inc., Sacramento, California, is awarded a $10,816,371 firm-fixed-price, indefinite-delivery/indefinite-quantity contract for the procurement of BQM-1…↗
Apr 21
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…↗
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 16
AlmaCap — Burger Labs - $RKLB or $FLY?
> $RKLB trades at ~48x forward revenue for a 38% growth satellite manufacturing company with a bolt-on launch business.
> $FLY trades at ~16x forwar…↗
Apr 14
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners -
$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
Shay Boloor — @VanquishTrader Can't forget about $KTOS who is a pure-play defense player↗
Frenchie — 🚨 Coup dur pour l’aviation US
Depuis la guerre du Vietnam, aucun conflit n’avait généré un rythme de pertes aussi élevé pour l’aviation de chasse américaine
2 avions de combat e…↗
— $KTOS: Kratos announced today that it has been selected by the Naval Surface Warfare Center, Port Hueneme Division (NSWC PHD) for production and delivery of up to 36 Oriole™ solid…
Space Investor — $KTOS: Kratos scores $447M Space Force award for missile tracking ground system
The Space Force now is planning a "base" constellation of about 30 Resilient MWT MEO satellites. Th…↗
Mar 23
Vulture trades 🦅 — I’ve only seen this setup once in 6 years.
The first time? $500 → $500,000 overnight.
The second? $300 → $300,000 in less than a day.
The third time is now.
Like + reply “$KTOS”…↗
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 —…↗
InvestmentGuru — Where to concentrate in this market
NeoCloud
$IREN $CIFR $NBIS
Photonics
$COHR $LITE $POET $LWLG
Chips
$NVDA $MU $TSEM
Drone + Defence
$ONDS $KTOS $RCAT
Robotics +Automation…↗
Mar 18
Alphatica — ALPHATICA — DEFENSE FLOW UPDATE: THREE WEEKS IN
Three weeks into the Iran strikes. Here's what changed in defense flow.
Feb 28 (day of the strikes): PLTR was a −$230M institution…↗
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 15
InvestmentGuru — 25‑stock list — one leader from each major sector/theme to watch for future growth
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospac…↗
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 — Aerospace Sector Could See a Major Repricing
The aerospace and space sector could see significant momentum if SpaceX moves forward with a potential IPO reportedly targeting a $1.5…↗
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
Space Investor — $RKLB / $KTOS
The Global Hypersonic Weapons, Missiles, and Glide Vehicles Market is projected to grow at a CAGR of around 12.89% during 2026–2032.
This growth is primarily driven…↗
Mar 11
Michael Sikand 🦑 — Naval mines are genuinley terrifying.
They are the definition of asymmetric warfare.
A few thousand dollars of explosives thrown into a critical shipping lane...
And you've got…↗
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 7
InvestmentGuru — From AI to Space to Clean Energy — 25 Stocks You Need on Your Radar
$NVDA – AI Hardware
$PLTR – AI Software
$AMZN – Cloud / E-commerce
$META – Social Media
$CRWD – Cybersecurity
$…↗
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 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 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 $…↗
Mar 4
Michael Sikand 🦑 — $KRKNF / $PNG.V opening red today and I am adding.
The sell off is mild and shows investors overall LIKE this Covelya deal.
And they should.
Kraken diluted shareholders by ~20…↗
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
BMSInvests — Defence and drone stocks ripping in the overnight market🚀🟢
$ONDS $NOC $LMT $KTOS $DPRO $RCAT $UMAC $UAVS https://t.co/j70zC1RTDp↗
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 1
Black Panther Capital — Official statement from President Trump on the war with Iran.
Expect this to continue for 4 weeks.
Watch your defense stocks:
$OSS
$ONDS
$AMPX
$KTOS
$ASTS
$KRKNF
Note. This is n…↗
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…↗
— 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…
Space Investor — $KTOS
In 2024 Kratos was awarded a $116.7 million prime contract for the Advanced Fire Control Ground Infrastructure (AFCGI) program.
AFCGI integrates advanced software, resilien…↗
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
Space Investor — $KTOS
Kratos announced today that it has been awarded a $61M modification to a previously awarded firm-fixed-price contract by the U.S. Navy. https://t.co/MD53omevX8↗
Feb 24
Space Investor — If you liked $KTOS at $120 last month, you should love it at $80 today.↗
Feb 24
TheValueist — $KTOS KEY READ-THROUGHS FROM KRATOS DEFENSE & SECURITY SOLUTIONS Q4 2025 EARNINGS CALL (02/23/26)
The call provided a high-signal window into where incremental US and allied defen…↗
Feb 24
TheValueist — $KTOS EXECUTIVE CALL SUMMARY: KRATOS DEFENSE & SECURITY SOLUTIONS (02/23/26)
Kratos closed Q4 2025 with a material top-line beat, strong order momentum, and record stated backlog…↗
Feb 23
TheValueist — $KTOS (Bloomberg) -- Kratos forecast revenue for the first quarter; the guidance missed the average analyst estimate.
FIRST QUARTER FORECAST
Sees revenue $335 million to $345 milli…↗
Feb 23
BMSInvests — $ONDS
Big changes to the DDP vendor list..
$KTOS, Nokturnal AI out ❌
$DPRO, Oksi Titan in ✅
At least the Ondas trio are still in😅↗
Feb 23
Space Investor — $KTOS
Kratos today announced a joint U.S. Air Force contract for $12.4M to design a next generation engine for small Collaborative Combat Aircraft (CCA).
The initial phase of the…↗
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 21
Black Panther Capital — Iran obviously don’t know what $PLTR $OSS $ONDS $KTOS $AVAV is capable of 😵💫 https://t.co/q3KrdeYz9Q↗
Feb 20
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
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
TheValueist — Eyes on drones if the US invades Iran.
$KTOS $AVAV $RCAT $DPRO↗
Wayne Liang — This is only the beginning.
$ONDS
$KRMN
$RCAT
$UMAC
$KTOS
And more. https://t.co/Tm52es2sjQ↗
Feb 18
Space Investor — $KTOS
Kratos has been awarded a contract through the Department of War’s Joint Hypersonics Transition Office to support test and evaluation of thermal protection systems for hyper…↗
Feb 18
Space Investor — $KTOS
UBS initiated coverage of Kratos Defense with a Neutral rating and $79 price target. https://t.co/VfmVYuJiWX↗
Feb 17
Space Investor — $KTOS
Airbus Defence and Space has awarded Kratos a contract to deliver a ground segment for its customer Space Communication Technologies (SCT) SPC to support the OmanSat-1 softw…↗
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…↗
Space Investor — $KTOS
Kratos announced today that it has been selected to participate in the initial Phase 1 Gauntlet for the Office of the Secretary of War’s Drone Dominance Program.
This oppo…↗
Feb 10
InvestmentGuru — These are growth stocks that could offer strong long-term opportunities.
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospace connecti…↗
Feb 5
Space Investor — $KTOS
Kratos today announced the successful test of the integrated Mighty Hornet IV Attack UAV, a revolutionary transformation of the MQM-178 Firejet target drone.
This is a spri…↗
Feb 3
Space Investor — $KTOS
Kratos has been awarded contracts valued in total at approximately $65 million to design, develop and deliver simulators and other solutions for warfighter training supporti…↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
— 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.…
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
Jan 23
Vulture trades 🦅 — I’ve only seen this setup once in 6 years.
The first time? $500 → $500,000 overnight.
The second? $300 → $300,000 in less than a day.
The third time is now.
Like + reply “$KTOS”…↗
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.…↗
Jan 21
Space Investor — I sold both $RKLB and $ASTS in the $70s after a great run. I am very happy with the outcome and still love both companies.
I’ve done the same before:
Sold:
$OKLO at $8
$PLTR at $…↗
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…↗
InvestmentGuru — 25 Stocks That Could Be Strong Adds if the Market Sees a Bigger Pullback
AI, Compute & Next-Gen Infrastructure
$IREN – AI-driven data center and compute infrastructure tied to lon…↗
Jan 19
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…↗
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospace connectivity
$NBIS – NeoCloud
$SOFI –…↗
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
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…↗
Jan 15
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
InvestmentGuru — Drone is still strong sector
$ONDS
$UAVS
$KTOS
$RCAT↗
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 12
Vulture trades 🦅 — I’ve only seen this setup twice in 6 years.
The first time? $500 → $500,000 overnight.
The second? $300 → $300,000 in less than a day.
The third time is now.
Like + reply “$KTOS…↗
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 — @RJCcapital Already own $KTOS, up close to 300%.
I’m a whale after playing God of War on PlayStation https://t.co/IFJKe9j5xM↗
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
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Vulture trades 🦅 — I’ve only seen this setup twice in my 6 year trading career.
Round one: $500 → $500,000 (overnight)
Round two: $300 → $300,000 (<24h)
Now the third setup is live.
Like + repl…↗
Jan 8
Lando — I’m getting some really intense FOMO right now on a few names I’ve been watching, and just never pulled the trigger on…
> $TE @ $2.87
> $ONDS @ $3.59
> $KTOS @ $44.78
> $AMKR @ $1…↗
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
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
Orbital Launch (access to space)
• $SPACEX enables low-cost, high-cadence launch that underpins the entire ecosystem
• $RKLB provides dedicated laun…↗
Jan 7
InvestmentGuru — Stocks to watch in this space.
$RKLB
$ASTS
$RDW
$PL
$KTOS
$SIDU
$ONDS↗
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
Vulture trades 🦅 — I’ve only seen this setup twice in 6 years.
The first time? $500 → $500,000 overnight.
The second? $300 → $300,000 in less than a day.
The third time is now.
Like + reply “$KTOS…↗
Jan 4
Chris Ray — As popular as it may seem here on X, many people still ask me what my $ONDS thesis is.
So here it is.
My comprehensive thesis for Ondas Inc. 👇
Ondas is one of my favorite kinds…↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
Jan 3
Midas — US has captured Venezuela.
Everyone is asking the same question:
how do you profit off of this news?
Here are 5 stocks that will benefit the most:
$PLTR
$ONDS
$RCAT
$BBAI
$K…↗
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 2
Chris Ray — @midascabal $ONDS is still the best choice in my opinion and will likely run to $75+ by 2030, imo.
$KTOS isn’t a drone stock in the sense that it operates in the “lower skies” mar…↗
Jan 2
Midas — What’s the best drone stock that has not run up like $ONDS?
$DPRO
$UMAC
$RCAT
$KTOS
etc↗
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…↗
— 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…
Shay Boloor — 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…↗
Dec 20
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 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…↗
— 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/…