Initiated a position in $ONDS yesterday before today’s massive earnings.
Modern warfare is an arms race and China dominates in drone technology. America has no choice but to continue allocating capital here and we are seeing this play out live via the Iran War.
I’m looking at $ACHR as a secondary name to gain exposure to my drone thesis.
If anything, it’s a sympathy play to capture the inevitable Anduril IPO (~mid 2027) given their deep partnership.
$HSI has strong momentum heading into the Trump-Xi meeting tomorrow.
Chinese tech is trading at a discount relative to US tech purely because of negative sentiment. The narrative “China is un-investable” changes tomorrow.
🇺🇸 x 🇨🇳
Chinese stocks are primed for new highs just like during Trump 1.0
Smart money knows you don’t fly in 12-15T worth of CEOs unless the deal is already done. Tomorrow is just the photo op 📸
$BABA $BIDU $JD