Reddit Posts
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
ULTA and AVAV still falling
Down $35k WHEN WILL THINGS BOUNCE BACK CMON AVAV DO SOMETHING!!!!
Impressive recovery by AVAV honestly
AVAV stay down you useless slut
Why is the maker of military drones and the maker of the things to shoot down drones down 10+ % on relatively good earnings? AVAV
The replenishment trade is real but the timing asymmetry is what most people are getting wrong. RTX's Tomahawk production doubled after the February contract, but "doubled" from a rate of maybe 150-200/month still isn't a large number when you've burned through hundreds in 100 hours. Revenue recognition on those contracts lags 18-24 months at minimum. The cleaner signal IMO is what happens with the supplemental appropriations process. If operations extend past 60 days this goes to Congress, and the specific line items in that bill tell you exactly who's getting paid and when. That's where the durable re-rating comes from, not the spot news cycle. On AVAV: the binary contract situation concerns me more than the BlueHalo comp. If the outcome on that contract is negative, the headline revenue number doesn't matter.
1. Indirect Investment via Publicly Traded Partners Many Ukrainian drone manufacturers have formed joint ventures with established Western defense firms. Investing in these parent companies provides exposure to Ukrainian technology and production: AeroVironment (AVAV): A primary partner in tactical drone deployment; they have deep integration with Ukrainian field operations and a strong fiscal 2026 outlook. Quantum Systems (Private/Venture-backed): Has established "Quantum Frontline Industries" in Germany specifically for Ukrainian drone production. SPARC AI (SPAIF/SPAI): Recently (March 2026) deployed its GPS-denied navigation platform for testing with custom Ukrainian drone airframes. Red Cat Holdings (RCAT): Focused on small-cap drone and AI disruption with significant involvement in modernizing tactical UAV fleets.
Whoever said ORCL calls and AVAV puts may your pillows be cold and call options 10x
Fkin pos ate half of my gains from shorting AVAV. Fk you Larry
I should follow this guy’s footsteps, Oracle calls and AVAV put genius
I had 2 ORCL shares and 1 AVAV and they just evened each other LOL
Fuck it I’ve bought the AVAV dip
Even Nancy Pelosi loses sometimes... $AVAV
GUH to all of the $AVAV call holders
AVAV ded lol, -20% rev miss
Less then 2 months ago AVAV was $400 now it’s $198 🤡
My AVAV puts are gonna fuckin print tmrw
How many of you bought AVAV at $400 in Oct?
AVAV better not mess with my drone stocks tomorrow smh
Waiting for AVAV! It’s dumpster or steak
Need ORCL and AVAV to bounce
I’m thinking AVAV shares just in case it drops but might decide to run up to 300
Opened Today: - Calls: ORCL • GRPN • SERV • KDK - Puts: AVAV • TSSI *Disclaimer: Sometimes you win, womtimes you lose, but you'll always have Wenbdy's.*
Anyone playing AVAV calls??
AVAV has earnings after hours tomorrow. Worth keeping an eye on AVXX. It’s at 5.48 at this time.
Still buying ktos AVAV vti rcat rklb cvx xom like I was 2 years ago .
My only recent buy has been MSFT. Picked up 250 shares at 415 and then of course it dropped right after and is struggling to get back to that point, but the targets on it all look great, so I'm not worried. I have a large position in NVDA and don't plan on touching that. I've been watching META, but I might already have too much in that sector. I'm watching RKLB, ASTS, AVAV, LLY, but no solid plans.
Why isn't AVAV getting attention. I thought we were at war.
That’s where my heads at. AVAV maybe, still just starting to do research. Thanks Have a close friend who has been in that industey for years, and started her own company as a broker for defense companies. So I asked her to review the JEDI etf list (cause it’s all so new to me and I didn’t know where to start) and what companies she sees as solid investments she was saying “AeroVironment, Elbit, Chemring”. Anyways, just wanted to pass that on as something to look into. Again I need to really study up a bit more on this sector before I put money anywhere, but I see as a good trade vs a long term buy and hold
Still here, watch us win CALLS with PLTR, LMT, NOC, AVAV, RCAT, RTX
how we feeling about AVAV earrings this week?
Someone talk me out of liquidating my portfolio and going 25% Micron, 25% L3 Harris, 25% USO, 25% AVAV
“TRADING THE PROPHECY” Defense LMT, NOC Drone warfare AVAV, KTOS Naval conflict HII Energy spike XOM, CVX Chaos hedge Gold, BTC
i recently bought AVAV (drone tech)
AVAV dropped 25% so I stand correct
it \*was\* yelling that extremely high quality tech stocks were dipping way lower than they should be due to retail investor fear and panic selling. I mean look at AVAV, thats an extreme example but illustrates the idea. this upcoming week I have one move planned for market open using asx and tse but after that I will likely liquidate my holdings and let the value sit in SCHD until I see a good entry opportunity
drones have been talked about here and there, but they’re kind of in that weird spot where the tech is real but the hype cycle isn’t at full WSB meme levels yet. a lot of the drone plays are also tied to defense contracts, which move slower and depend on government budgets, so they don’t always give the crazy short-term volatility WSB chases. plus some of the big money exposure is already priced into larger defense companies. RCAT, KTOS, and AVAV are the obvious pure-ish plays. if people here start smelling big military contracts or war-driven demand spikes, that’s usually when the posts start multiplying. right now it’s more of a “watch list” sector than a full meme trade.
I’m going with AVAV weeklies. It’d be hilarious if they announced they won back the contract that caused that nasty drop on Monday & drone warfare isn’t going anywhere
AVAV call spread into earnings next week was the move Hoping spx pulls back a little again here, low balled closing my spread too much this morning.
Raymond James maliciously downgraded American defense company AVAV during an active war. That's un-American AF. Thank you for your attention to this matter 🫡🦅🇺🇲
Yeah but Reddit would have you believe everyone is a regard yoloing in to meme stocks, but my WM who has around 80 clients says most of them are highly diversified and in things that historically safe. I’m actually one of his few that has a small but more aggressive tranche with things like ASTS, RKLB, Spacex, AVAV etc. I think in general more people are open to owning equities than ever before.
Not a penny stock but just bought five AVAV stocks On news 24 minuttes ago $97,4M contract
Check AVAV and their LOCUST system…enough said…
AVAV moves a lot on defense news and contract expectations, so pullbacks aren’t unusual. If the long-term thesis (drones, defense demand) hasn’t changed, one red day doesn’t mean it’s broken.
TSLA AVAV for spring break IT IS!!!
fyck this dumbass sub ain’t nothing on here anyway other than dumb fucking MF talking like they have Tourette’s. Share something with a shred of value AVAV 🌕
at least those AVAV idiots have a day of respite, amirite lmao
No problem! Hope you made some of your money back today with AVAV rising 30 dlrs!
AVAV tagging along to fly drones into any extraterrestrial life forms along the way
Nancy Pelosi wins once again AVAV going straight up
Damn should have bought some AVAV calls at close yesterday.
Ok here’s the thing with AVAV. They have already made parts for the government which required extensive R&D, purchase of tooling, proprietary technology. Those expenses have already been paid by the government. The gov may be going out for bid, but they will not want to pay those start up fees again. Government is required to go out for bid every so often, it’s part of the deal. AVAV will not lose any business.
AVAV turning red in about 30mins
Kramer did a perfectly timed "Dow is 50k" on AVAV yesterday, curious who his target is today.
Buying that AVAV dip yesterday was a good idea
I intend to sell my calls when AVAV hits a price of 265-285, and for my shares 285-305 (I'm willing to hold my shares for quite some time though, as compared to my calls which expire in late May). Ideally, I can sell all my calls and shares before the upcoming earnings report next week, I have no clue if it'll be positive or negative and ideally wanna avoid the risk altogether, especially with calls. I'm kinda just winging it based off previous estimates of AVAV prices that I saw (it was expected to hit 340ish this year I remember seeing somewhere, of course that was before this deal of theirs went to shit). So these aren't super precise, wide range, plus while I am bullish on them still, the main catalyst I was relying on was a US attack on Iran. Now that it's already occurred and the market has reacted, I'm betting that the war gets further escalated somehow someway, but this is a lot more unlikely than the earlier prediction.
why all drone stock dived yesterday? AVAV even dived 40%
Breaking news phase 2 going to start within 24hrs !!! Calls on XLE, Chevron, ONDS, AVAV, KTOS
Keeping my eyes on AVAV, that price seems like a massive overreaction
Gonna be hilarious if AVAV goes right back to 300 in the next few days
Any chance AVAV rebounds before next tues?
Honestly, I had told myself if it ever hits 300 im selling, I was scared shitless since this is the most money I've ever put into a single investment. At 300 I was up 25 thousand in net profits and that was enough for me. I guess the lesson is play it safe, its better to sell early and lose out on possible greater profits than it is to hold and lose everything. One more thing, create stop losses so that you will auto sell before losing too much money, this is also important. Finally, wallstreetbets isn't a great place to emulate in terms of trading. I didn't do a whole lotta research, I got more lucky than anything. If you still have AVAV shares then its ok, might seem like a big loss but its highly unlikely AVAV keeps going down, however their earnings report is on Mar 10th so be careful. If you have AVAV calls...... I hope you got an expiration date in May or beyond.
I sold all my stuff this morning when AVAV hit 300 right b4 the crash, bought back in at 200 with calls and stuff. Earnings report on Mar 10 is gonna be the make it or break it.
I think the stock crashing from $300 to $200 is an overreaction to this news, because: \- the news is that they *potentially* lost a huge contract, not that they *definitely* lost a huge contract. \- potentially losing a big contract sucks, but the company is still intact. It's not like one of their factories burnt down. \- With Trump spending $1.5 trillion on defense + Iran war spiraling + drones being the future of warfare, it's entirely possible that they'll get some big new contracts in the future. \- a politician who helps determine defense budgets recently bought around the $300 mark, hinting that there may be contracts in the pipeline: [https://disclosures-clerk.house.gov/public\_disc/ptr-pdfs/2025/20033455.pdf](https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033455.pdf) . Compared to that insider buying at $300, $200 is a bargain. \- professional investors are often forced to sell due to margin calls / company policy, meaning that the crash to $200 may have been due to forced selling rather than people genuinely believing that the stock is worth $200. \- yes one prominent analyst said "sell". However BTIG Research (another major firm) [doubled down](https://www.investing.com/news/analyst-ratings/btig-reiterates-buy-on-aerovironment-stock-amid-contract-concerns-93CH-4535781) on their "buy" advice post-news, citing a $415 target. If you buy now and that comes true, it's a doubling of your money. \- AVAV is currently digesting their acquisition of BlueHalo. This makes the balance sheet look messy and painful in the short term, but it can be great for the medium term. I just bought the dip ten minutes ago. Though to be transparent: I'm fine with volatility and see this as a medium-term play, not as a short term play. The stock could easily fall a bit more in the short term. I absolutely wouldn't buy right now with money that you need to pay rent this month. Buffett said: *"Be fearful when others are greedy, and greedy when others are fearful."* If you follow that principle, right now is the time to be greedy with regards to AVAV.
It's a big deal but I think the stock crashing from $300 to $200 is excessive, because: \- the news is that they *potentially* lost a huge contract, not that they *definitely* lost a huge contract. \- potentially losing a big contract sucks, but the company is still intact. It's not like one of their factories burnt down. \- With Trump spending $1.5 trillion on defense + Iran war spiraling + drones being the future of warfare, it's entirely possible that they'll get some big new contracts in the future. \- a politician who helps determine defense budgets recently bought around the $300 mark, hinting that there may be contracts in the pipeline: [https://disclosures-clerk.house.gov/public\_disc/ptr-pdfs/2025/20033455.pdf](https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033455.pdf) . Compared to that insider buying at $300, $200 is a bargain. \- professional investors are often forced to sell due to margin calls / company policy, meaning that the crash to $200 may have been due to forced selling rather than people genuinely believing that the stock is worth $200. \- yes one prominent analyst said "sell". However BTIG Research (another major firm) [doubled down](https://www.investing.com/news/analyst-ratings/btig-reiterates-buy-on-aerovironment-stock-amid-contract-concerns-93CH-4535781) on their "buy" advice post-news, citing a $415 target. If you buy now and that comes true, it's a doubling of your money. \- AVAV is currently digesting their acquisition of BlueHalo. This makes the balance sheet look messy and painful in the short term, but it can be great for the medium term. I just bought the dip ten minutes ago. Though to be transparent: I'm fine with volatility and see this as a medium-term play, not as a short term play. The stock could easily fall a bit more in the short term. I absolutely wouldn't buy right now with money that you need to pay rent this month. Buffett said: *"Be fearful when others are greedy, and greedy when others are fearful."* If you follow that principle, right now is the time to be greedy with regards to AVAV.
AVAV got a 33% intraday dicking.
imagine holding AVAV for the last 4 hours to make $5 🤡
I put calls on AVAV this morning and sold at 302. I feel like the luckiest man on earth rn
Middle East burning AVAV down 20% VIX flat GLD flat Who knew?
WOW!! Some people must have gotten screwed with AVAV. What happend?
Anyone loading AVAV at this price? Or is the upside not there anymore after the contract loss
he'd be worth 10 mill if he put all that AVAV call money on puts lol
holy fuck if you flipped that AVAV calls into puts you'd be retired right now
I saw the chart and figured it was a solid pullback like ONDS has, about a -10% from the top; AVAV being an outlier but still. Defense all around fell during intraday trading. Overall (outside AVAV) all still green but all on a downward trend for the day which idk I thought was a bit surprising given the weekend news. I thought itd be a bit more choppy/hold a higher value all around than where the stocks have fallen to.
One AVAV 3/6 $250 put went from $78 to $5300 in the span of an hour. Of course I didn’t have any tho
AVAV is really having a day
I wonder how defense stocks will play out this week after those massive pull backs on AVAV, ONDS, and RCAT.
WTF why did AVAV get hit so hard? My ONDS and RCAT are printing so far
Why hello sir, let me introduce AVAV to you....up a smooth 20% this morning...now down 20%....riddle me that
Ah some analysis downgraded $AVAV's rating. That explains the dump
#Did Iran bomb AVAV's headquarters? Why is it crashing so hard. LMAO🤌
AVAV puts this morning coulda made me retire.
This might be worse than the 27% intraday SNDK dump the day after earnings. What even happened to AVAV today?
LMAO AVAV puts options +160,000 today geez
They semi-lost their biggest contract with Space Force. The government is opening bidding again so best-case scenario AVAV gets part of it back. Worst they lose it all.
I honestly thought AVAV was going to be a good investment, especially with their biggest customer going to war...diabolical if you ask me what happened today, just diabolical.
AVAV??? A little overdone? Buying opportunity??
AVAV seems like a buying opportunity right now?
Bought AVAV on Friday expecting the Iran strikes. Felt like a genius this morning. Now I feel like I'm eating paint chips in the corner. Oh well, time to bag hold