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 โ Iron Drone Raider
โ Autonomously intercepts hostile drones mid-air using a net (no jamming)
โ Customers: Middle East military, UAE, NATO Europe, U.S. public safety
โ Revenue up 555% YoY. $14.4M in defense orders in 2024 alone.
2. $AVAV โ Switchblade 600 + Puma
โ Tube-launched kamikaze drone that destroys armored targets on impact
โ Customers: U.S. Army, Marine Corps, Italy MoD, NATO allies, Ukraine (via FMS)
โ $874M Army contract + $990M Switchblade IDIQ. Scaling to 1,200 units/month.
3. $KTOS โ XQ-58A Valkyrie
โ High-subsonic combat drone that flies alongside F-35s as a loyal wingman
โ Customers: U.S. Air Force, U.S. Marine Corps, Space Force, international militaries
โ $231.5M Marine Corps contract + $1.45B Pentagon prime. Revenue $1.3B (+19% YoY).
4. $AVEX โ Group 3 OWA UAS
โ 3D-printed one-way attack drone built for GPS-denied environments at scale
โ Customers: U.S. Air Force
โ $18.5M Air Force contract (May 2026). Just raised $320M in April 2026 IPO.
5. $UMAC โ NDAA-compliant drone components
โ Not a drone maker โ they're the supply chain. Motors, FPV systems, flight controllers that replace banned Chinese parts.
โ Customers: U.S. Army, Red Cat Holdings, DoD Blue UAS approved vendors
โ $12.8M Army component deal. Florida motor factory coming online.
6. $RCAT โ Black Widow + FANG FPV
โ Soldier-portable recon drone + FPV strike drone for platoon-level ops
โ Customers: U.S. Army (Program of Record), NATO, Air Force Special Ops
โ Army acquisition target: 5,880 Black Widow units over 5 years.
7. $DPRO โ Flex FPV + Commander 3XL
โ Tactical FPV drones deployed with active U.S. Army units โ they also teach soldiers to build them in the field
โ Customers: U.S. Army, Dept of War units, Asia-Pacific military, Babcock International
โ Production scaling from $5M to $100M capacity in 2026.
โป๏ธ RESHARE this post and write 1 comment, I'll DM you my top 2 drone companies to be bought by Trump.
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I posted 36 optimistic analysis of @berachain so far (excluding those complains)
but the result?
0 allocation + muted on their discord
Someone just did one tweet and got 400+ $BERA lol
@SmokeyTheBera@captainjack
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What the heck is happening on @berachain Boyco?
Boyco, which Berachain pooled liquidity through a platform called @roycoprotocol as part of its POL (Proof Of Liquidity), has a bit of an issue in my opinion.
'They made pre-pre-Boyco depositors stupid captured fishes'
The reason is, Boyco deposit started on 12/29, but suddenly on 1/20, they announced that
Out of 2% (which is increased even!! they said so)
- 45% to Major assets ($HONEY , $USDC , $wBTC , $wETH , $USDT(0))
- 55% to the remaining 3rd Party assets!
(https://t.co/OIhu7jxK4M).
According to Dune (https://t.co/yEVa6zxdAU), over $1.8B had already been deposited on the 20th, and these were in assets like $liquidBeraETH, $LBTC, and $USDe, all 3rd party assets.
Eventually, on the 28th, Boyco was opened, major assets were deposited, and currently there are
Major $94M
3rd Party (External Vault) $2.3B
3rd Party (Boyco) $17.7M
That's a difference of over 20x.
Even LPs ( $LBTC - $wBTC ) with 3rd Party - Major assets are categorized as Hybrid, which means that only single or paired Major assets benefits the most.
As a result, Origami USDC Boyco Vault, which is a single deposit, is only earning 61% APY on $BERA rewards on $2B FDV even though it is fully capped at $69M.
(This is a single deposit, but it actually converts to $HONEY, $BYUSD, etc. but it's major)
The TVL for the External Vault is not yet applied on the Boyco homepage, so we will have to estimate
separately by calculating the APY for those pools.
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