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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
$AVAV - war drones - hiked earnings estimates. Record backlog. 🚀 💰
Algos got AVAV wrong again... Really wrong. It rips tomorrow.
why can’t AVAV go the way of ORCL 😔
LMAO AVAV shot down then up AH
Really thought AVAV would be up a lot more than it is.
AVAV almost made me shit my pants
Got another 18 shares of AVAV during that post release freak out. This is a huge ER for them, absolutely crushed it with revenue expansion across multiple segments. They’re a 10B company, you don’t want to see them recognizing lots of income, you want to see lots of revenue backlog, sales delivery, and capital expansion which is exactly what’s going on. Double bagger by next year.
AVAV put lotto let’s gooooo
First one out.. AVAV. Wrecked.
can one of you guys that throws money at stuff without thinking, buy some weeklies on AVAV and make a bunch of money. I am too much of a pansy to do it my self. I just want experience some deep fomo
AVAV makes really dope drones and has been making really dope drones for years. They had some that could float above a spot for like a week at a time, probably around 7 years ago.
bought straddles for AVAV
$AVAV pops after earnings. War drone demand has obv been high
AVAV spreads are cheap, earnings is in 4 hours, last time it jumped 25%+ after hours, war is a lucrative business, drones are the new killing instruments. Do with that information as you will.
AVAV gonna pop off and i'm not going to do anything about it
Eyes on the after hours earnings calls for AVAV, ORCL, LMNR and MTRX. Waiting on pullback entry for WOLF, NBIS and possibly TRML
> AVAV An interesting chart, at a glance
Imagine not having AVAV calls… 🎱🐲
AVAV earnings as well. Something to keep an eye on
Loaded up 250c AVAV today gonna be another blowout
!BanBet AVAV 300 1 wk
Lol not even close. AVAV to the moon
Anyone in AVAV? Earnings are tomorrow
Change that mindset! You should look into at least DBI, LOVE, RBRK, CGNT, AVAV, CHWY, LAKE, ADBE, SAIL. You have at least one solid potential play a day, but plenty of plays this week! I don't play all of these all the time, but there's some good ones! https://preview.redd.it/94q310kd4ynf1.png?width=1912&format=png&auto=webp&s=1875330a069a649b1414e74d5b2fe85d76af2320
AVAV. Drone swarm defense is going to be needed, and it’s urgent.
I got call options earnings on AVAV and SNPS should be a banger.🔥🚨💸💰
AVAV has earnings this week. Look at their last earnings and how the stock did afterwards.
Yeah, I have seven figures in a heavily diversified portfolio so I outside $100k for moonshot stuff like ASTS, RKLB, AVAV etc. if it all goes south then it’s less than 5% of my portfolio but if even one of them deliveries it will have been worth it.
$AVAV on sale, and cheap war drone demand isn’t going anywhere. Bullish on AVAV
I like a few tickets u just offered but would swap out ONDS for Archer Aviation ACHR (still ton of upside and more justified) or AeroVironment AVAV (secure/grounded company still big growth and govt contracts to support financials)
# Top holdings Top 10 holdingsAS OF Jul-31-202564.44%of 32 totalSymbolCompany NamePercentage[KTOS](javascript:void(0))Kratos Defense & Security Solutions Inc10.23%[RKLB](javascript:void(0))Rocket Lab Corp9.37%[AVAV](javascript:void(0))AeroVironment Inc7.52%[IRDM](javascript:void(0))Iridium Communications Inc6.52%[ACHR](javascript:void(0))Archer Aviation Inc Class A6.16%[PLTR](javascript:void(0))Palantir Technologies Inc Ordinary Shares - Class A5.39%[LHX](javascript:void(0))L3Harris Technologies Inc5.03%[TER](javascript:void(0))Teradyne Inc5.02%[TRMB](javascript:void(0))Trimble Inc4.96%[JOBY](javascript:void(0))Joby Aviation Inc4.24%
Top drone stocks: KTOS, AVAV, NOC, LHX, TXT best rs+dilution drone SPAC — ONDS (UAVS, RCAT, DPRO — check out their “leadership”) Yes, Anduril IPO is appealing AF — I sold this @ 12.50 and regret not selling at 13+ https://preview.redd.it/ici0ets3p9mf1.jpeg?width=2048&format=pjpg&auto=webp&s=3e223b6583e37f339009cec38a5d865b561be4eb These, “ignore the man behind the curtain posts” from AG gives Bart at Kamp Krusty — repeating to him himself, that everything is okay
SpaceX is a private company. There is no way for the government to acquire it. RKLB and AVAV both have multi-million dollar contracts with the gvt *and* are publicy traded. I personally like RKLB and a +600% one year gain has done well for me. Just my 2 cents.
$AVAV - war drone demand is off the charts 🚀
Next big thing? AVAV been pumpin for a while lol
IDK, I'm up 60% since buying a piece of ONDS in July. KTOS and AVAV looked fully priced then, and still do. Admittedly my equal bet on UAVS has gone the other direction since July ....
I would be very careful about considering a long term holding in any “AI” quadrocopter type of design. The reality is the software - AI - part of the equation is already extremely cheap and quick to deploy. It’s not a competitive moat like it was even 18 months ago, you can download an image based terminal guidance package off GitHub today that will ram your quad copter into a blue piece of paper or whatever you choose autonomously. Additionally, the quad-copter itself is like a model T. They only competitive advantage in this space will soon be the production process used, as the platforms will all be near or at mil-spec, with the ability to snap on different payloads/effects. To this end, take a look at companies like Firestorm and what they’re doing. They ship a shipping container with 3D printers and parts inside, with self contained power. It’s plug and print. There are dozens of other private equity firms rushing into this space, and it’s basically a race to the bottom in price, and a race to the top in production capacity. While drones are obviously the future, aside from companies like Kratos and AVAV who truly have unique products, it’s difficult to find someone unique and separate hype from reality, so I would be extremely skeptical of investing in any of these micro-caps that claim to have superior products, because 90% of them will fold in the next 2 years.
Added AVAV after the public offering / dilution https://preview.redd.it/2l314u0kiwif1.jpeg?width=1290&format=pjpg&auto=webp&s=c5a5f91b428dfb529861e7bf7bba99afe6e02c53
Not one mention of AVAV in this post seems odd. How are they not mentioned as a competitor?
$AVAV did +30% on ER worth a couple $KTOS calls just in case
US-based drone stocks about to go vert. $AVAV 🚁
What do you think of AVAV and KTOS
TSM, sold at $190. AVAV, sold at $169.
GEV LEU CCJ KTOS NB VRT AVAV Nuclear energy, defense and rare earth have gone up a lot. I am waiting for them to go down and get more.
AVAV looking bullish asf GODDAME. 😦
missed out on AVAV bc of deposit waits same with PHM i know the right moves but am too regarded to remember theres a 3 day waiting period on robinhood
Add KTOS, AVAV and TXT for US rapid drone production lol
Sold my AVAV but still holding KTOS. KTOS is great
drone incentives US govt. same with RCAT and AVAV
If you want to have fun compare them to $AVAV AeroVironment, Inc. Redwire is still extremely undervalued compared to contemporaries
I like AVAV. Big boy right there. KTOS meh..
What do you think of KTOS and AVAV?
Drones, most likely military ones. That's what the US government is looking into. But the stocks of those companies are expensive. I bought today $AVAV.
$RCAT $AVAV $UMAC and $ONDS. RedCat is my big player. 9.5k shares at $6.14. They beat 30+ competitors for the SRR contract, have ties to the administration, all american components
U.S. war drone manufacturers about to get crazy tailwinds. Buy $AVAV and $RCAT
AVAV and ONDS lets gooooo
I have some too but it’s purely a meme play. KTOS and/or AVAV if you actually want drone exposure.
Hmm that does seem interesting, I’ll have to look closer at RCAT. A bit skeptical investing in someone losing that much money, even if they got the SRR contract. I may be a bit biased on AVAV since I got in like 4 years ago when it was right around $100, about $5B market cap and it’s more than doubled for me. But i think it can still grow alot, they have like 3 or 4 government contracts one is for up to $990m, which they delivered $240m in February. Could be worth looking at. I tried to see if they put a bid on the SRR contract but didn’t see if they did, Gemini said most likely they did and lost to Redcat. Curious if that is the case, super interesting if so since I do like AVAVs product.
AVAV is certainly a larger business, which, candidly, I don’t know too much about (I like small-cap growth-oriented stocks), but happy to give my thoughts on RCAT’s bull case. RCAT’s the high-upside, high volatility bet if you’re more risk aggressive. Their Teal 2 drone won a major U.S. Army contract called SRR (Short Range Reconnaissance Program of Record). RCAT beat all of its competitors, including Skydio, in winning this. It’s important because it provides contractual government revenue, validates the technology, and has the potential to become the go-to drone manufacturer. The U.S. government also banned Chinese drones (i.e., DJI) from military use due to national security concerns. This leaves a giant hole, which RCAT is helping to fill. It’s a “Made in America” alternative. That means RCAT and a handful of other U.S. players get all the RFPs, all the grants, and all the contracts. There’s also vertical integration within the business model. RCAT controls engineering, manufacturing, software, and testing under one roof (in the U.S.), which means faster iteration, military-grade quality, and minimized supply chain risk from foreign partners. I think one or two more key contracts from NATO or other military branches can strongly push its SP forward. I view it more so as an early-stage defense disruptor - similar to how Palantir.
Tell me more about RCAT, what makes it better than AVAV? Seems like AVAV is growing faster, has a more known product and is more profitable. How about with AXON and their purchase of DDrone. I really don’t know much about rcat, is there something that makes them better than other drone providers?
No brainer with Hegseth stating that US will outpace China in 2027. China makes a million drones per month… key player in all of this in my opinion is AVAV and RedCat, but my money is on RedCat (literally) since they beat 30+ competitors for the SRR contract.
Cant go wrong with AVAV, but RedCat beat 30 competitors for the SRR contract
Do you think RCAT or AVAV or both?
I just encourage you to check out how the FPV drones have worked in Ukraine. They are deadly. The US is going to build them for everyone. The biggest money recipient will be AVAV.
I just bought AVAV and KTOS today
I have KATOS and AVAV might dip my toes into RCAT next week.
You realize that AVAV, Anduril, and others like skydio take these guys behind the dumpster, beat them up, take their lunch money and fuck their sister right? RCAT is going to go bankrupt and lose to better players.
AVAV easily headed back to 270s in a week
My AVAV calls are going to be stupid tomorrow.
Thoughts on AVAV? Small/AI powered drones are 100% the future of warfare as demonstrated in Ukraine. Company is profitable and for $11billion there is much upside. I like
AVAV - They make the drones we are selling to Ukraine.
AVAV, in my opinion the best drones company
Haha I also all of these. Including the Tsla puts and grab! Top 5 are Google MSFT Costco Amazon AVAV
Do you want to make money off drone strikes??? AVAV is the ticker for you! Join up today and help produce nerf airplanes that will blow your legs off.
Among telling people to eat cat food, and that puts won’t print, I was telling people on AVAV — this is the next rheinmetall That post did not age well at all No offense to people that have to live on cat food
Mine was selling my AVAV calls at 2.30 and they spiked to 19. The next day
GUH on missing the AVAV rally over the past month, been watching it forever and never pulled the trigger
Okay guys not so sound like a cartoon villain but I could use one of them wars to pump AVAV
Ha. Actually took a small stake in them plus AVAV a week ago but with little to no DD. More so investing in US drone stocks as a whole with a much larger position in RCAT. AVAV paid off in spades. Took profits there but holding ONDS. Probs should do more research but right now hype is just way more important.
KTOS Gonna do an AVAV.
Think AVAV still has legs or is that done moving?
Closed my AVAV calls at >1200% profit and felt... nothing. 😒 I think my dopamine is broken. How do I fix it?!