In 1980, Richard Pryor agreed to an interview with a Mormon high school public access station while on his lunch break from filming STIR CRAZY in Arizona, but literally none of the footage was usable for tv because Pryor was high on cocaine and let it all loose
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
→ Autonomously intercepts hostile drones mid-air using a net (no jamming)
→ Customers: Middle East military, UAE, NATO Europe, U.S. public safety
→ Revenue up 555% YoY. $14.4M in defense orders in 2024 alone.
2. $AVAV — Switchblade 600 + Puma
→ Tube-launched kamikaze drone that destroys armored targets on impact
→ Customers: U.S. Army, Marine Corps, Italy MoD, NATO allies, Ukraine (via FMS)
→ $874M Army contract + $990M Switchblade IDIQ. Scaling to 1,200 units/month.
3. $KTOS — XQ-58A Valkyrie
→ High-subsonic combat drone that flies alongside F-35s as a loyal wingman
→ Customers: U.S. Air Force, U.S. Marine Corps, Space Force, international militaries
→ $231.5M Marine Corps contract + $1.45B Pentagon prime. Revenue $1.3B (+19% YoY).
4. $AVEX — Group 3 OWA UAS
→ 3D-printed one-way attack drone built for GPS-denied environments at scale
→ Customers: U.S. Air Force
→ $18.5M Air Force contract (May 2026). Just raised $320M in April 2026 IPO.
5. $UMAC — NDAA-compliant drone components
→ Not a drone maker — they're the supply chain. Motors, FPV systems, flight controllers that replace banned Chinese parts.
→ Customers: U.S. Army, Red Cat Holdings, DoD Blue UAS approved vendors
→ $12.8M Army component deal. Florida motor factory coming online.
6. $RCAT — Black Widow + FANG FPV
→ Soldier-portable recon drone + FPV strike drone for platoon-level ops
→ Customers: U.S. Army (Program of Record), NATO, Air Force Special Ops
→ Army acquisition target: 5,880 Black Widow units over 5 years.
7. $DPRO — Flex FPV + Commander 3XL
→ Tactical FPV drones deployed with active U.S. Army units — they also teach soldiers to build them in the field
→ Customers: U.S. Army, Dept of War units, Asia-Pacific military, Babcock International
→ Production scaling from $5M to $100M capacity in 2026.
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