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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
That happens also. I got assigned on AVAV near the peak. They dropped over $100 in November. Was down $14K on it.
Just to offer some options not previously mentioned, try FTAI and AVAV.
It depends on what your goal is. KTOS and AVAV are definitely more established and therefore more expensive. They’re a little lower risk, but the upside is probably a little less as I doubt they’re going to 10 or 20x. They already hold massive defense contracts. UMAC is likely to blow up. They specialize in the manufacture of parts for small drones and they are a US base manufacturer. They’ve been given quite a moat by this president who has outlawed foreign drone ports. Not really a surprise given his son sits on the advisory board holding millions of dollars of shares. This is a sure fire win in my book for the next few years while Trump holds power. It’s basically like Trump giving money to himself and his family. The drone dominance program coupled with outlawing foreign drone parts in one year is targeted to benefit UMAC or at least that is the effect. RCAT is closely allied with UMAC. They come from common roots and UMAC used to be called RCAT and they both have the same one connection. eMac makes a lot of of the parts for our cat. When UMAC wins RCAT wins. This is small drone and small unmanned boats launching drone swarms. ONDS- probably the fastest growing small drone operator and counter drone company in the country. Just yesterday it raised its revenue guidance for this year from $120,000,000 to $180,000,000, a dramatic upgrade. The company stock price growth last year was explosive, and I expect the same thing this year. If I had to pick, I would say UMAC, ONDS and RCAT and i would buy all 3
You're looking at it in the lens of market cap for price vs. what amount people are willing to buy something for and why. Leading up to Q3 results, AVAV made a run from $247 to $286 (prior to earnings) and sold off to $231 after Q3 results. The buying that's happening right now is most likely due to the global conflict sentiment at the moment. As a result, a mixture of retail and algos are popping off on buy orders. It's nothing more than mere speculation. Nothing material changed between Q3 results to now to justify this run. As a result, how can the price be justified? Of course, markets can stay irrational longer than anyone can stay solvent. Ofc it' a mid cap stock. It isn't the market cap I'm concerned with but the earning potential for the price I'm paying. Does this price make sense for its margins? No. The price is driven up by its OS, well duh. However, the fact that it's being bought up so heavily so soon in January is only a telltale sign that there is some fizzling that will occur in the near term. When I am comparing the two, I am not considering the market cap because, overall, it's the price you pay for the business. $300 is $300 regardless of how you slice that. $300 of 500 shares is going to be $150K. Losing $50 unrealized is going to be a $25,000 unrealized loss regardless. Market cap is the last thing I will concern myself with when it comes to price of the share for the value of the business.
I keep wondering if I should close my calls that have higher theta over long weekends... or not... for example, LLY calls with a theta of .283, it's basically $28 a day so $84 to hold over a 3 day weekend per contract, which is about an 8% loss to the contract's P/L, so the underlying needs to move up $7 just to break even from current value... It seems like closing and re-opening Tuesday morning saves money on options with higher theta LLY, AVAV, GEV are three I have with theta high enough that a 3 day weekend ends up costing more than a weekend in Vegas, and without the benefit of free drinks...
I keep wondering if I should close my calls that have higher theta over long weekends... or not... for example, LLY calls with a theta of .283, it's basically $28 a day so $84 to hold over a 3 day weekend per contract, which is about an 8% loss to the contract's P/L, so the underlying needs to move up $7 just to break even from current value... It seems like closing and re-opening Tuesday morning saves money on options with higher theta LLY, AVAV, GEV are three I have with theta high enough that a 3 day weekend ends up costing more than a weekend in Vegas, and without the benefit of free drinks...
Investors and traders alike will compare within the sector/industry and will pay what they believe the FV will be greater than. AVAV is a midcap stock which I already understand so less share in circulation than GOOGL so its easier to drive the price up. As of RN, they (whoever they \[algos and people\] are) believe the FV of AVAV is justifiable given the current state of its business and potential future prospects. However, it has yet to prove itself as it has been losing money recently. Additionally, its margins are very low. I am not comparing industry to industry, which I get is how others invest. I look at risk by price and compare it against metrics to determine likelihood of success on a bet.
AVAV just can’t be stopped
$AVAV - Aerovironment is the next legit defense powerhouse. Drone demand is going no where. USA based companies in particular will moon
Why KTOS keep climbing like crazy but not AVAV?
Yeah, I personally think it’s just today’s downturn. I saw a ssb post a few days ago talking about some lady (idk who) talking about drone warfare and how the US is (I think) teaming up with some companies for it? I saw the comments mention RCAT, UMAC, AVAV, ONDS, KTOS, and DRS. I also have a shit memory but have a screenshot of the comments saying what they’ve invested in.
Drones are definitely growing fast across industries. ONDAS, AVAV, and RedCat all have potential, but they’re at very different stages... tech adoption, contracts, and regulations matter a lot. Keep an eye on who’s actually landing long-term commercial or defense deals
hell yea all drones are flying. KTOS, AVAV, AMPX my picks
Companies that are based outside of the US will naturally trade at discounted PEs. I can give you countless examples of this: \- Sophia AI (US counterpart: TEM, CAI) \- BAE Systems (US counterpart: LMT, AVAV) \- Alibaba, Coupang (US counterpart: Amazon, Etsy)
Defense budget going way up, US-drone makers to get preferential treatment - perfect setup for $AVAV AVAV 💰 🚀
$AVAV - Aerovironment is the next legit defense powerhouse
AVAV - because every war going forward is going to be a drone war
I’ve done well with drone stocks like RCAT and AVAV as drones are the new weapon of choice on the battlefield.
$AVAV is the next legit defense powerhouse
I’d rather keep my money in $AVAV. They have more revenue and much more actual deployments.
AVAV KTOS ONDS +50% in 1M and hit ATH I could be wrong but i feel it's late for these. Some red days are due
$AVAV is the next defense powerhouse
Not a cheap stock, but a clear dominator in the field: AVAV
Why buy viagra when you could just pull up the AVAV and Kratos weekly charts
I bought into AVAV recently on the defense pump, it feels solid not too small that it’s crazy speculative but not too big, has real revenue, recently received a massive contract, and hasn’t returned to its ATH. It’s not everyone’s vibe but also don’t want to buy small caps that can swing 50% in either direction in a day. (Not financial investing advice though just what I bought)
Makes sense. A budget jump like that doesn’t automatically mean more tanks and ships — it usually means faster procurement cycles, drones, software, and stuff that can be iterated quickly. That’s where the newer contractors shine vs. the primes. Curious how much of this is *real spend shift* vs. front-running the narrative though. Market’s already been rewarding the “agile defense” names. For anyone tracking how one of the bellwethers in this group is actually trading: [https://aimytrade.io/ticker/AVAV]()
AVAV will become the next legit defense powerhouse
Listen to everyone telling you to sell. I'm I personally bullish, yes, do I think it could go higher into Friday yes, but this is basic risk management looking at the Trade you have running. First, and *least* important you are now going to be running into the period where Theta becomes a notable negative multiplier on *extrinsic* value if you end up holding around or below this price. I do not recommend this and think you should close the position judiciously tmrw, but at least roll up and out to secure profits and reset your Trade. You buying lottery tickets, gambling (no hate, it's all risk mgmt), or learning a skilled trade? More importantly though is the premium to cost buy right now versus to just close (i.e. Realized Volatility effect on IV, that leads to IV crush). If you are truly that bullish on ONDS and I am bullish on ONDS you can pour those profits in to shares preferably over a couple-few different buys instantly if you want to avoid Vega (i.e. this is a VRP-Risk-Volitlity Premium context). The risk here is Mean Reversion on news, not fundamentals. Timelines align, I think drone stocks are an incredible growth area *overtime*, but the fact that all drone stocks in my holdings and watch lists (ONDS, RCAT, AVAV, KTOS, LMT, LHX, etc) show this is a *sector pump* on potential news. That's just an exit with 650% profits with a Jan deadline. Flat out. Don't be overly greedy, reset the winners too.
AVAV got fucking teebagged! dropped 30$ from it's high today..for those of you who bought the top, I salute you
Imagine not buying AVAV last week. Gotta love this sub.
AVAV is the next big defense powerhouse
AVAV beat ONDS in a recent drone deal. RIP ONDS
$AVAV will become a legit defense powerhouse
AVAV absolutely pumping 💰 US drone maker rally just getting started
This is why the smaller, up and coming, but with proven tech, defense companies are more attractive now. They have full governmental support, there's lots of money to be spent. And they feel the hunger and drive, the bigger companies have lost due to bureaucratic comfort. That comfort is now taken away piece by piece. The smaller ones now get a real chance to thrive. Proven tech: SRR won program for instance. Or MRR or LRR (and the great part is, RCAT that won SRR, has found a way to integrate with the MRR (Anduril) and LRR (AVAV and RDW) won programs. So they profit from all layers.)
Why is AVAV kicking off after hours?
Check out aerovironment, $AVAV and currently waiting for andurils ipo
Why is no one talking about AVAV
Higher after Trump comments on defence . AeroVironment (AVAV) up 8.6% • Lockheed Martin (LMT) up 6.4% • Northrop Grumman (NOC) up 5.7% • L3Harris (LHX) up 5.3% • General Dynamics (GD) up 4.3% • Huntington Ingalls (HII) up 3.7% • RTX Corp. (RTX) up 3.5%
My AVAV has been hammering ever since whateverthefuck in Venezuela.
What is happening with AVAV?
AVAV is up bigly after hours too
Cheap war drone demand is off the charts. US- based drone makers about to get preferential treatment AVAV big upside
Pulled the financials to fact-check your assessments. Some surprises here: **Price Performance:** | Stock | Price | YTD | Above 52w Low | |:--|:--|:--|:--| | AVAV | $234.65 | +50.0% | +110% | | AMPX | $10.28 | +259.4% | +1,343% | | ONDS | $8.09 | +207.6% | +1,371% | | RCAT | $7.37 | **-38.2%** | +1,177% | | UMAC | $4.96 | **-68.9%** | +377% | RCAT and UMAC are the only two *down* YTD despite massive gains from 52w lows. Late to the hype = bag holding. **Quarterly Financials (Most Recent):** | Stock | Mkt Cap | Revenue | Net Margin | |:--|:--|:--|:--| | AVAV | $11.72B | $472.5M | -3.6% | | ONDS | $2.98B | $10.1M | -74.0% | | AMPX | $1.34B | $21.4M | -18.2% | | RCAT | $0.66B | $9.6M | -166.0% | | UMAC | $0.29B | $2.1M | +75.1% | Wait - **UMAC had a profitable quarter** (Q3 2025: +$1.6M net income). Your "horrible financials" stock is the only one with positive margin this quarter. **Your analysis corrections:** 1. **AVAV "closest to profitable"** - True-ish. Was profitable in several 2024 quarters (Q1: +14.4% margin, Q2: +9.9%), but recent FY2026 quarters are negative (-3.6%, -14.8%). Revenue scale is 50x others though. 2. **ONDS "worst financials"** - Not anymore. Revenue grew 17x YoY ($0.6M Q1 2024 → $10.1M Q3 2025). Margins improving (-1580% → -74%). RCAT is worse. 3. **RCAT** - Actually has the worst financials now. Revenue collapsed from $6.3M (Q4 2024) to $1.3M (Q3 2025) before recovering. -166% net margin. 4. **UMAC** - Only profitable one. Tiny ($2M rev), but +75% net margin in Q3 2025. **If you're screening for "has run up" risk:** ONDS and AMPX are 1,300%+ above 52w lows. AVAV is the only one at "only" +110% above the bottom.
AVAV you beast. Already hit my monthly goal thanks to it 🎯
US drone stocks are the move AVAV RCAT
KTOS and AVAV. Both are defense related though. ONDS and UMAC are looking at not just defense but commercial appliacations. Cutting off Chinese commercial drones is what's making them appealing from an investment standpoint. But as someone noted in comments, can they make money?
I started investing in AVAV yesterday, someone mentioned it in this thread and I started doing some research into it. Probably one of the more safer/ not super hyped up drone stock
Same, AVAV was obvious but slimy. I'm in CRML and MP for the enivitable Greenland grab
If it trades sideways, fine. Less volatile stock don't pay diddly for premium. If the stock rockets you just missed potential gains. I sold CC on oklo and had to sell at $90. Stock went over $160, but my 400 shares were locked in If a stock tanks, you still locked in, but now have to buy to close. AVAV went from $409 to $295 in a month. Started trading in 2025. I have a ton of examples for both ways. For me, holding doesn't do me dirty.
Still saying that drones are meme stocks just shows how much this market is still at the beginning of growth. 1+1 = 2 The government is fully driving the growth with Drone Dominance, every layer of defense is getting drones. Public Safety as well. And then you have the commercial market that also opened up with the new FCC rules. It's gonna be massive. And RCAT is the one that fully positioned itself to take the biggest piece. SRR contract, on the BlueUAS list, explicitly stated that they keep focus on the big contracts (and sometimes let the little ones pass in the process, that others in the list take to make a quick PR). They also filed a copyright for "America's drone", so it's clear where their ambition lies. And they are the one company that understands that this isn't a VS(versus) market, they integrate with others for more powerful platforms. Just like they are integrating with AVAV and RDW. And others will follow.
KTOS (a bigger version of AVAV)
AVAV is the only one that makes sense if you actually want to make money instead of gambling. The others are pure meme stocks riding the drone hype wave ONDS financials are legitimately horrifying but the retards here will pump it anyway. UMAC having Trump Jr involved is all you need to know about that one lmao
I’d stick with $AVAV for safety and maybe $UMAC if you’re feeling risky.. $ONDS just feels like hype and $RCAT kinda meh
I see ONDS pumped so much on Reddit so definitely agree about the hype on that one. I'm in AVAV and AMPX.
AVAV for sleeping, ONDS for gambling, UMAC for regret
Hahaha If it is purely about making money, smaller cap with momentum can help me one day afford AVAV leaps (; Also, ONDS is going through a rebrand with seemingly more upside to offer getting in “early”ish. That’s why it’s attractive of course. Nowadays it’s enough to overlook financials for. See I.e, data center
I'm pretty skeptical of jumping into drone stocks right now just because they're having a moment. This feels like one of those situations where by the time regular people like us are reading about "the drone hype," the real money has already been made. If I had to pick from your list, $AVAV being closest to profitability with high insider ownership is the least scary option to me. When insiders have skin in the game, that's at least \*something\*. The "less room to grow" thing isn't necessarily bad - I'd rather have steady growth than gamble on which unprofitable company might moon. $ONDS having the worst financials but highest hype is basically a red flag factory. Hype without fundamentals is how people lose their shirts. But honestly I don't know any men who go regularly to their financial advisor either (kidding... mostly). I'm not really a stocks person, more of a "watch from the sidelines and occasionally panic about my 401k" type. So take my opinion with a huge grain of salt
Surely you have enough for AVAV 0DTEs, even if it expires worthless you weren't going to be able to afford the leaps on it anyway. On the other hand, autist, it could make you a billionaire.
Well, I’m too poor for AVAV, so ONDS is my speculative baby
I don’t know about any invasions but AVAV was definitely due for a turn after a tough Q4
The RIA I pay 1% to manage my portfolio bought about 150K of AVAV 18 months ago. That's one competent son of a bitch right there.
I crushed it on AVAV today. Got Feb 20th runners left after a double. This thing going well over $400 with all the 'invasions' coming up.
u/creemeeseason u/_hiddenscout can’t remember which of you mentioned $AVAV the other day, but thanks a bunch!
$AVAV! Demand for cheapish US-made war drones isn’t going anywhere AVAV 💰
Smart to be long US defense, particularly drones 🚀 $AVAV $RCAT
AVAV could be a real interesting play here. Way down from ATH. Busier than ever...
CAT, BA, and AVAV too.. no surprise but some people definitely knew what was coming
Breath in, limit buy LMT, RTX, NOC, BA, and GD Hold, calls KTOS, AVAV, LHX, HII, LDOS. Breathe out, “bring the rain.”
We ripping Monday… AVAV and all defence
AVAV bailing me out today
DUOL AVAV FISV is my long play FRIM
Nope. $AVAV is what's boning me now. Bought at the top... Too dumb to sell at a $2K loss right away. Now down 14K with only 100 shares...
AVAV - You can thank me later
Robotics $AMZN $SYM Defense/Aerospace $AVAV $KTOS Healthcare $OSCR $UNH Consumer Staples $XLP
only good stock i see on that list is AVAV for holding. everything else is overvalued
why can't AVAV be an ice cream company instead of military munitions and drones?.. Levels look good for a swing bounce
Thanks for the info!-- I honestly haven't kept up with all of the latest (I've had AVAV and NOC for a long time); just thought this report would be useful to others.
KTOS AVAV running up again? Any catalyst?