Reddit Posts
What i think could be a real jackpot in the next decade
Strengthens U.S. Supply Chains by Imposing Tariffs on Drones and Their Parts and Components
$1 trillion in defense spending the entire US defense sector is taking off a major US event happened the House of Representatives passed the FY2027 National Defense Authorization Act authorizing a record $1.15 trillion in defense spending US defense giants saw their stock prices surge today
Drone companies made their forecasts before US revealed ALMOST 300% FY26 spending for FY27 and why it matters.
Drone companies made their forecasts before US revealed ALMOST 300% FY26 spending for FY27 and why it matters.
Blue Origin Raising First Outside Capital, Seeking $10B at a $130B Valuation
$AVAV — Thing That Actually Shoots Down Other Things
Here Is My Long Term Growth Stock Portfolio (Higher Risk / Higher Reward), I Would Love Some Additions
DroneShield ($DRSHF) bagged a $19.3M JIATF-401 contract, proving counter-UAS is a fast-moving US gov procurement category
DroneShield ($DRSHF) bagged a $19.3M JIATF-401 contract, proving counter-UAS is a fast-moving US gov procurement category
Defence Contractor Research — BAH, LDOS, BWXT, PSN, AVAV
BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
My $700k all-in bet that US drone pure-plays are going parabolic in a couple of months
My $700k all-in bet that drone pure-plays are going parabolic in a couple of months. $AVEX $AVAV $KTOS
LASE got a contract from USA department of war only 119 million mc 37.63% SI (squeeze it like car lfvn grpn ) vs $ONDS 5.3 billion market cap $KTOS 11 billion market cap $UMAC 1.3 billion mc $AVAV 9.3 billion mc $LASR 3.7 billion mc
U.S. Drone Stocks EXPLODING Premarket – Trump Admin Funding Deals Incoming! Hidden Gem $BRQL (American-Made) Flying Under the Radar
U.S. Drone Stocks EXPLODING Premarket – Trump Admin Funding Deals Incoming! Hidden Gem $BRQL (American-Made) Flying Under the Radar
U.S. Drone Stocks EXPLODING Premarket – Trump Admin Funding Deals Incoming! Hidden Gem $BRQL (100% American-Made) Flying Under the Radar
Pentagon’s Historic Drone Investment Signals a New Era for Unmanned Systems
Bio-Digital Defense: FY 2026 NDAA Catalyst for $AVAV, $BBAI and $EBS
14 APRIL 2026 , WHAT ARE THE BIGGEST WINNERS PRE-MARKET AND WHY ?
How did you find great stocks early and have the conviction to bet big on them?
How did you find great stocks early and have the conviction to bet big on them?
The CSIS estimated Operation Epic Fury burned through $3.7 billion in munitions in its first 100 hours. What does that actually mean for defense investors?
The U.S. just drafted global AI chip export controls, here's the actual portfolio implication most people are getting wrong
Why is no one here talking about drones?
Thinking of starting a inverse Cramer portfolio. Thoughts?
Investing $1,000/month. Where could this be in 10 years?
Turns out the US army is fielding undisclosed anti-drone laser systems by AeroVironment $AVAV
DD: LightPath ($LPTH) - The Defense Tech Play Nobody's Talking About
LightPath Technologies ($LPTH) - The Defense Tech Play Nobody's Talking About
LightPath Technologies ($LPTH) - The Defense Tech Play Nobody's Talking About
Drones: $AVAV vs $ONDS vs $RCAT vs $UMAC
(AVAV) AeroVironment Q2 2026 Earnings Call | Live Transcript at 4:30pm ET
AgEagle Aerial Systems ($UAVS): Due Diligence, Catalysts and M&A Scenarios
Red Cat Announces Partnership to Enable FANG™ FPV Drone Deployment from AVAV’s P550™ UAS
Why I’m Not Buying $KTOS Even Though I Love the Tech
Why Kraken Robotics is the best Anduril proxy on the market (DD)
AeroVironment (AVAV) Soars Past $380 on $499M Air Force Deal: Drone Boom or Bubble?
$AVAV $UMAC $ONDS $IVDA $GOOGL
Drones: Separating Hype Traps From Tendies
Drones: Separating hype traps from tendies
What are the long term stock holdings you are trimming right now?
I'm a full time trader and this is my lesson on one way to buy the strongest growth companies for the long term at a fair price.
AI-Powered Drones are Fueling a $355.55 Billion Opportunity
$TSLA “For the last two months of the quarter, it was really risk on. It was about buying stocks that had these really strong secular growth drivers like AI and technology,” said Anthony Saglimbene, Ameriprise chief market strategist. “I think we’ve exhausted that trade.”
Aerovironment $AVAV up 20% after monstrous revenue growth
Epazz Sets Sights on $400B Market Opportunity with AI Smart Battery Technology
Drone Technology Usages Are Expanding as a Rapid Pace for Military Applications & Purposes
Not bad for an 850 point market down day: I choose AVAV because they sell the Switchblade Drone that the U.S. is buying and sending to Ukraine. I choose GFI because gold does well when the market is in turmoil (smart people buy gold for safety). MRO because Oil companies had best 1st qtr ever. Ask
Whats the opinion the drone industry.
Take off your tinfoil hats and put on your helmets, it's time to discuss how much money is going to be made defeating the Ruzzia Orcs...
AVAV taking flight; KTOS waiting in the wings [Forgive the puns]
Drones continue to fly [pun intended; forgive me] $KTOS $AVAV $UAVS
$AVAV attack drones are seeing increased use in the Ukraine conflict. Here is a 15 page DD on the company
Mentions
LHX doesn’t make drones but the do make counter drone systems, command and control software to operate thousands of autonomous drones, and the manufacture all types of sensors/comm packs that would be carried by military drones. Interesting company well off its highs. AVAV is another interesting company well off its highs.
Implied moves for earnings next week - up or down idiots $ADBE: 8.17% $ORCL: 11.78% $GME: 10.31% $M: 8.2% $AEO: 15.7% $AVAV: 12.93% $RH: 12.74% $SIG: 11.02% $CHWY: 10.65% $ASO: 8.5% $LAES: 8.26% $ODD: 21.96%
AVAV calls and OSS yup
$AVAV gonna fly after earnings
Drone Tariffs - RCAT and AVAV will fs benefit! I like the long thesis for both names.
$AVAV down 2% while the market is up 1% and thats after it got a 500M contract, this is beyond me i will lose money here but i dont care anymore, it just doesnt make sense
AeroVironment awarded contract valued at $464.8M for Army’s E-HEL program. AVAV ?
ACHR AVAV AVEX UMAC RCAT ONDS are the next ASTS or RKLB... Load up.
My port has too much AVAV and GLXY I couldn’t begin to tell you why I’ve put so much money in these filth equities
ACHR AVAV AVEX UMAC RCAT ONDS are the next ASTS or RKLB... Load up. War has been known to humans since we evolved and is just getting more sophisticated and light weight in costs.
If you want to develop severe depression- just copy paste my portfolio (RKLB, ASTS, ONDS, RCAT, AVAV) 💀💀
ONDS hill we die, AVAV our shield, AVEX our sword, RCAT by our side
Bro actually fuck AVAV man I’m gonna have to sell my house fuck holding this shit
GLXY or AVAV, both of which I own a significant amount of
**BanBet Lost** — /u/Aldribuds (3W - 1L, 75%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AVAV** ▲ | $186.67 → $210.00 | +12.5% | 2w | Lost |
I full ported between the two biggest shitcos I knew of at close, AVAV and GLXY
Regards -> ACHR AVAV AVEX UMAC RCAT ONDS are the next ASTS or RKLB... Load up.
At this point unless 🥭 comes out and sucks off the CEO of AVAV I’m fucked
AVAV really did the same shit again
God damn man I thought I was on the verge of being unburdened by my AVAV bags just to get the piss beat out of me everyday this week. What a relentless rugging.
doesn’t AVAV make droens for SK?
AVAV is a larger, more established player in the drone industry. Has several existing long term contracts with the US military. They've already proven that their technology is not only up to snuff, but also that it's commercially viable. And they're fairly diversified. Surveillance drones, offensive combat drones, anti-drone / counter drone weapontry using high energy laser systems (really cool btw). Also hardware for laser based comm systems used in space, and antenna array systems used in satellite communication tech.
AVAV. Same bull case as ONDS. Im in both.
I’ve actually been looking at AVAV too. What makes you prefer it over ONDS? And what do you think gives AVAV the better long-term potential?
None of those But since you included 3 drone tech companies in that list I'd say AVAV is a far better alternative and higher quality company and ONDS
Major tailwind today: https://www.wsj.com/economy/trade/trump-announces-drone-tariffs-to-protect-national-security-bolster-u-s-supply-chains-87bab5b8 All drone stocks up (UMAC RCAT AVAV AMPX) Shorts will have their work cut out to suppress the price today. Let’s see what happens at open. Good luck to all.
ONDS, UMAC, RCAT, AVAV - All good buys today with the new tariffs announced last night.
[**NASDAQ: AVAV**](https://www.fool.com/investing/2025/11/28/evaluating-avav-stocks-actual-performance/)**)**: A dominant supplier of tactical reconnaissance drones and loitering munitions, famous for the Switchblade and Puma systems used extensively by the U.S. Army and Pentagon. This sounds like a company with some chest hair. Captain Zap Brannigan approves.
this\^ UMAC wants to be the Mouser of drones \[parts\]. Then you got the drone makers: RCAT, ONDS, AVAV, KTOS and the private unicorns Anduril, Neros, Shield, PDW.
UMAC LPTH KTOS AVAV etc are the ones I like, but yeah def good for ONDS too imo
Yeah but other US drone companies have basically been static since November 2024 - AVAV is actually below where they were then, and LUNR is about the same.
Whats your quick and dirty DD for why you think AVAV going up? If you dont mind me asking.
Rcat managed to go green after its earnings, AVAV has been pumping, ONDS will probably be good so long as they don't do a massive dillution.
**BanBet Created** ▲ | **Record:** 3W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AVAV** | $210.00 (above) | $186.67 | +12.5% | Aug 22, 7:47 PM |
Just put the lasers in the fuckin bag bro $AVAV
AVAV just secured $400 million contract
If AVAV could hold any gains above 170 for just once in its fuckin life
My port right now is AVAV, NOW, RMBS and GLXY. Just a bunch of beat up and left for dead suckers.
I like AADX but there are tons. RTX, AVAV, etc
There’s still a ton of speculative high beta stuff that is near the bottom. INFQ, AVAV, IMSR, MP, SERV, POET INFQ, AVAV and MP have subsidies in the pipeline with the NDAA and stuff Still a sketchy market though. It appears Iran wants to start a recession. It’s not about 🥭, it’s about the next 20-30 years. Short of us unfreezing their assets or leaving the area, this could very bad again very soon. Look for puts soon (1-3 weeks). The euphoria in here sketches me out a bit ngl
Plz god what do I need to do to get my money back on AVAV
A couple weeks ago I bought stocks that had been beaten and left for dead AVAV and NOW. Guess which one I put 80% of my portfolio in and which one I put 20%. I need an insider to tell me it’s going to be ok.
Analysts with AVAV double beat: temporary revenue increase. Overbought… whatever Analysts with LMT double beat: buy buy buy!
AVAV and KTOS gonna be green by 103
Watch AVAV and KTOS go green
Drones, personally I’m in AVAV and a bit of UMAC
Is it possible for AVAV to hold its gains into close for one day? Stay tuned in two hours to find out
Sweet god in heaven I’m 60/40 AVAV/NOW and they’re both green. I have been smiled upon today.
Bro plz just pump AVAV my bags are burying me
If AVAV pulls back into the low 140s again, I won’t miss it this time.
Bullish $AVAV $ONDS $UMAC &$RCAT,RCAT is more of a scalp/Swing trade,its too volatile rips and drops too much to hold long
Yeah, AVAV's all over the anti-cheap shit interception game already, they just need the money fully committed. Ukraine's way ahead, of course.
AVAV’s freedom eagles cost $150-$200k to manufacture and are designed for the asymmetric landscape I’m amazed they don’t have a larger market share than 4%
I genuinely don’t know what the fuck AVAV is correlated with other than fucking my ass. It dumps on war until it randomly pumps on escalation. Then it dumps on escalation and dumps on peace. Fuck this stock.
I fuckin knew AVAV wouldn’t be able to hold those gains, weakest fuckin stock in the market. You people bitch about adbe and ntflx go fuckin baghold AVAV
Ugh I was bag holding AVAV for a few months. Done with it
My portfolio is now ai proof: BA, ELF, ONDS, AVAV, LPTH, OUST, AAPL, KTOS, SHAK, GLD....... Or will Claude be able to vibe code replacements for these ?..... 😦🤌
Everyday I wake up I read an article about another contract AVAV won and everyday the stock continues to go down, genuinely might be the most manipulated shit on the market
$AVAV sending 1 way drones into my portfolio
ONDS and AVAV are the more legit drone companies
here is my plan, you may copy. full port into $AMZN, all aspects of their business have been popping off (prime video, retail, ads, grocery, aws, and now their satellite internet LEO). Jassy who has been historically known for sandbagging himself has been saying their chip business has $200B+ in commitments (gravitron and trainium). Google is cool too but Amazon is trading at a lower relative historic valuation and has more operating leverage. after amazon earnings, I believe the stock will be $275-$300, sell and full port into $KTOS (Kratos Defense). They are a small military contractor who are rapidly expanding, and building solid rocket motors, lasers, missiles, microwaves, and drones for a lot of prime contractors. If the stock pumps on earnings similar to AVAV, sell and dump everything into $UBER. If the stock is flat or goes down, hold for a while, as the CEO has stated he's received verbal commitment for a $1B hypersonics contract that they haven't added to the bookings but he believes will strongly turn into a formal contract (he has a history of being truthful). that's what im doing atleast.
AVAV is a horrendous example
These drone stocks are the best speculative plays in the market imo Limited downside while 🥭 is in office because he's so gung ho on increasing military spending and drones in particular, and their volatility leads to fast 50% returns on the report of a reward/contract or two. Best to just buy the most established entrenched in the military ones imo, (AVAV, for example), and stay away from the ones who have yet to build a connection in the Pentagon (RCAT, for example).
I'm on a long flight so will give a long answer. You are gonna get a bunch of the same BS with a post like this, instead of answers to your actual question. Why? Because the majority have no clue how the sector works, they have no idea what the health of these businesses are and most have no idea how funds make money from these businesses. The people you are asking just throw money at whatever reddit hype is the loudest and they regurgitate their stock tickers in the comments to reinforce their own thesis, "RCAT and KTOS for me," "AVAV all the way biiiitches," "If you're not in UMAC, you are missing out." 😂 Here is an actual answer to your question. ONDS dropping makes far more sense because the market reaction to the big capital raise was expected. It naturally created short term pressure because shareholders are being diluted. Investors reacted to the share count increase and regardless of whether the business guidance or fundamentals have changed, they then became uncertain that any of it will translate to revenue. These are the same investors that believed in the company and it's vision 3 months earlier. ONDS also has an issue with funds shorting the stock right now in order to regain their premium losses from the warrants. AVEX didn't have a similar dilution event or an obvious negative catalyst so it's likely that It is just getting caught in the bigger institutional rotation out of small cap/speculative defense tickers. When funds reduce risk, they usually sell the entire basket, which also means names with lower liquidity. Also important to share, a large percentage of AVEX revenue comes from a relatively small number of government programs. Their backlog can decline very fast because of contract completion, amendments, or even cancellations mid cycle. ONDS had a clear reason for the pullback. I see AVEX more like a sector selloff versus a change in the companys outlook.
AVAV been quiet but they got the real contracts not just hype, UMAC is more of a gamble play with that short interest but sometimes those squeeze nice your thesis about drones in warfare is right i think but picking the winners is the hard part, AVEX looked like it was flying on pure momentum before
AVAV and UMAC are my picks
AVAV - NDAA & 500 million contract in the works. Might pull back with class action headlines but it might reclaim a lot of their SCAR contract DAMD, USO and short everything - in case the war keeps up… we are escalating. We hit a desalination plant today. If refineries start blowing up again, we might not get out of this.. the oil shock is already bad news around the globe and that was during the MOU. It’s not a light switch and the market is entirely dependent on AI being worth trillions of dollars.. and then there are open source threats MP - benefits from the NDAA and they’re going to subsidize the frick out of magnets. LMT will probably get a double beat Crypto lobby has a lot of money and there’s a certain global leader who can’t get enough of it.. SMRs will probably get subsidized soon too. A lot of billionaires seem to own their own company of one… gates, bezos etc. CQQQ might be a bet too with their memory IPO
AVAV has too pretty catalysts coming out if you want a defense play with high beta. $500 million drone defense laser they are most likely to get and then the NDAA increases the pentagon’s autonomous weapon system budget by 250x (20 mil to 50 billion). NDAA HAS to get passed soon. It’s a critical one
AVAV has been a great ticker.. endlessly selling.
DPRO, UMAC, ONDS, FLT, AVAV, RCAT, JOBY…etc.
Someone explain to me how the entire market including the drone sector got absolutely demolished yesterday but somehow shitco AVAV was up 5% on no news
i was down 50% on my AVAV weeklies yesterday and ended up closing for a profit today. MU can easily swing +/- 10% in a day and you do have considerable time. not sure what your risk tolerances are in the grand scheme of things.
AVAV holding so strong today. Drone space should recover. Way too beaten down
Wow man sold off my CRDO yesterday and bought AVAV, I look like a fuckin genius except it was already after I lost 80% of my port
AVAV looks like it’s flipping momentum upward Several catalysts ahead Good luck
If you have the income, just stop with the short term trades lol. You could just pop a few grand in OTM/ATM quarterlies for some high beta stocks with upcoming catalysts and then hedge with some puts A lot of bills are being pushed through congress for rare earths, defense/drones, quantum and aerospace right now. AVAV is likely to get the $500 million laser contract for drone defense before their next earnings. You might get lucky on SCAR news too INFQ is likely to benefit the most from sensor tech from the defense bill and then subsequent quantum bills, IONQ a close second. RIOT is building out a new data center and they’ll bring IMSR with them.. which has been pushing through regulation and permitting for their DOE pilot project They’re subsidizing the fuck out of rare earths. MP is probably the most to benefit. LMT will probably rock their earnings with a double beat next week Quit fucking with dailies, lol. Just get some good stuff at a good price and keep building it into their catalysts. This week and next week are the time to buy. Buy the stocks that usually win on their earnings like SMCI and APLD. Hedge with oil calls and speculative puts. Data centers look like they want to puke another 20%. OKLO might get back down to their 20s. This is the week to buy. Don’t give up now
Please mention AVAV robotics 🙏🏻
What the hell does AVAV have to do with this
I'm all in $400k in AVAV at $150.0.. I hope you are right
I’m chasing AVAV down Their whole thing is autonomous weapons, robotics and the like with interceptor, drone defense and aerospace tailwinds. NDAA is set to increase automated defensive spending from like $20 million to $50 billion. 🥭 burned through our interceptor stockpiles and we had a lot on back order already, with Japan especially. Add that with funneling money into drones.. not to mention, if they keep the lion’s share of their SCAR contract? Foget about it. Double bagger by EOY.
AVAV, CRM AVAV just had an incredible blowout quarter, drones are definitely the future and AVAV are going on a bull run once those 2027 drone budgets come into play. CRM is just a powerhouse, their fundamentals are incredibly strong and as a long time user of their services I see only upside with the AI integration, can’t imagine AI will replace them.
# AVAV baggies where u at LMAO 😩
Any ideas on when AVAV will finally bounce
* From your list, these are the ones i like... and of these, so far, i'm only holding small positions in SAP and PATH (but I want a small position in all 4 of these) * Kratos (KTOS) -60% - yes, war machine, drones baby * Aerovironment (AVAV) -60% - more drones, cheaper drones * UIPATH Inc (PATH) -27% - profitable robotics for industry * SAP SE (SAP) -36% - yes, still the most widely used/imbedded ontology in use by fortune 500 companies. Adding AI enhancements that actually work and add value.
AVAV is the one I’m most interested in. They have come out and said fiscal ‘27 (current year) is a major capex year where they are building out new manufacturing facilities (4 in the US) and consolidating vendors. Watching for it to bottom, which it may be doing now
AVAV is a drones winner - i cant fathom drones his their full potential
From your list, AVAV Not mentioned, NOW