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dancin on the ceiling

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@YanksFa @BarryOnHere Reading is fundamental brother

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@joe_andrew_713 @BarryOnHere *dislike button x 1 million

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@itsmichaelluu What are the top 2 Michael ?

[Michael | Hypermarkets @itsmichaelluu]

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.

♻️ 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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@ESPNCleveland Cleveland def would have won the 9 game series

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@thatguybg Yes please .. thanks !

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@TommiPedruzzi Claude

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@felixprehn Ai

[Felix Prehn 🐶 @felixprehn]

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@jo_col4 @thestustustudio https://t.co/QNPRsytmNE

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@DrMikeSepulveda @JustinBrannan Dr Mike here has it right. But let us see your numbers Justin that show otherwise please.

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@JustinBrannan @stefciaZ So the governor of NY begging people to come back and pay their share is all just because there are not major outflows. Rrrriiiight....

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@JustinBrannan @stefciaZ Almost every person I know is leaving or plans on leaving but yeah it’s non-fiction. Brannans source is “trust me bro”.

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@nyccarp608 @JustinBrannan Not building 30 million supermarkets in a brand new space when aldi builds them for roughly 10% of that price is a good start …

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@JustinBrannan https://t.co/Cj2FAixbDN

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@Manu_Sisti Claude

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@zaruww Ai

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@JasonL_Capital Leap

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@mikefutia Ads

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@TheKipko @sweeenie @NYCMayor 5 million people vs like 350 million people. Also of the 5 million you have a way lower percentage of the people mooching off the government unlike here in the US.