🚀 Drones are set to be the biggest market theme into late 2025 and throughout 2026… $UMAC $IVDA $ONDS $SPY $IWM $QQQ $GOOGL $AMZN $TSLA From defense budgets to Walmart deliveries, the drone industry is scaling from niche to mainstream. Let’s dive in. 🧵👇
$SPRU multi week run starting, SOLAR is becoming much bigger than simply installing panels. The long-term thesis increasingly involves solar + batteries + distributed power + grid infrastructure themes Elon Musk has highlighted for years.. $NEDS $SA $NHIC $ASTC $IPST $BQ $AVS
🧵 $SPRU + SOLAR ☀️
The solar trade could be entering a completely different phase.
And $SPRU is one of the most interesting asymmetric setups I’m watching.
Here’s why 👇
1SPRU isn’t some pre-revenue solar startup.
Now imagine the bull case for $SPRU:
Refinancing gets completed.
Interest burden improves.
AI initiatives reduce expenses.
Cash generation improves.
Solar assets continue producing contracted cash flows.
Management continues deleveraging.