47,000,000+ drones will be in use by 2030.
That's why Trump is buying drone companies.
Drones is the next AI chip play like $NVDA $AMD:
Defense & Tactical Leaders
1. $AVAV โ AeroVironment, Inc. | 92%
โ Dominant loitering munition maker. Army's primary drone supplier. Already at war scale.
2. $KTOS โ Kratos Defense & Security Solutions | 90%
โ Valkyrie UCAV is the loyal wingman program Trump's DoD is actively scaling.
3. $NOC โ Northrop Grumman Corp. | 88%
โ Selected to arm 200,000 FPV attack drones. Pentagon's Drone Dominance anchor.
4. $RCAT โ Red Cat Holdings, Inc. | 85%
โ Army Program of Record. Pentagon Drone Dominance shortlist. Fully American-made.
AI, Software & Components
5. $UMAC โ Unusual Machines, Inc. | 83%
โ Trump Jr. sits on the advisory board. Only U.S. drone component supplier. Supply chain moat.
6. $PDYN โ Palladyne AI Corp. | 68%
โ Air Force swarm AI contracts. DoW partnership pending. Autonomous kill chain software.
7. $SES โ SES AI Corporation | 48%
โ NDAA-compliant lithium-metal drone batteries. Replacing Chinese battery supply chain.
Commercial, Security & Counter-Drone
$ONDS โ Ondas Holdings, Inc. | 80%
โ Iron Drone counter-UAS cited in Trump EO. Revenue up 555% YoY. Palantir integration.
$DPRO โ Draganfly Inc. | 55%
โ Active U.S. Army units using Flex FPV. Teaches soldiers to build drones in the field.
$PRZO โ ParaZero Technologies Ltd. | 42%
โ DefendAir C-UAS deployed with defense entities. Non-kinetic intercept aligns with EO.
$UAVS โ AgEagle Aerial Systems | 40%
โ Two Blue UAS certifications. U.S. Army orders in Europe and Fort Irwin. ISR proven.
โป๏ธ RESHARE this post and write 1 comment, I'll DM you my favorite drone play to 1000%-2000%
@asklivermore I def want to follow your lead. Just wondering what timing you are thinking ๐ค
Are you waiting for more pullbacks or you think levels are at a place of a good entry?