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
The entire liquidity of my net worth is in short dated AVAV calls. I’m on the john with my second bout of diarrhea this morning.
I need this dirt and filth equity AVAV to remember it’s a defense stock and war is bullish
Fuck it looks like my full port gamble into AVAV on Iran escalation will not in fact pay off
I’m a big enough man to admit when I was wrong, thought I would have a bag off my full port AVAV due to escalation but it’s opened red
I full ported AVAV calls Friday ten minutes before close, upvote if I’m gonna be preordering a lambo downvote if I’ll be behind Wendy’s
Do do I full port LMT, BA or AVAV at open? I need to prepare my port for war
Am I going to get rugged on AVAV Monday
If war is back on does that mean my AVAV calls are saved?
Can any non retard explain why AVAV is down so much from ATH? We’re in a war and having a defense spending and drone manufacturing boom but the biggest drone stock is getting slaughtered
If you didn’t buy the dip on AVAV today then you genuinely hate making money
any thoughts on AVAV? with recent Iran war challenges they should become more attractive when it comes to defense in near future?
Nope AEVEX, US drone contractor, competes with AVAV and Anduril. S1 came out last week.
I'm ALL IN on CRWV & AVAV & UMAC & ADOBE. WHAT AM I MISSING?? REAL SUGGESTIONS ONLY PLZ
AVAV has a product that uses a laser to shoot down shaheds for about $5 per shot
Nice catch on ONDS early! You actually demonstrated solid fundamentals-based screening - looking at market cap vs P/S ratio is exactly the right approach. The key is having a systematic process rather than relying on YouTube tips. I'd suggest: 1) Pick 2-3 sectors you can really understand deeply, 2) Set up screeners for low P/S, recent insider buying, and revenue growth, 3) Most importantly - size your positions based on conviction level, not just gut feeling. For conviction building, nothing beats reading actual 10-Ks and understanding the business model yourself. Those YouTubers probably got lucky with timing, but your analytical approach of comparing fundamentals was the real alpha. You can run tickers through due diligence tools like [scamdunk.com/scan/AVAV](http://scamdunk.com/scan/AVAV) to quickly spot any red flags before diving deeper. The hardest part isn't finding good stocks - it's holding through volatility when you truly understand what you own.
Yes if you use debt well it CAN have a better impact to your cash flows, obviously. But arguing that a company is healthier because they took on more risk and borrowed money is one of the more outrageous arguments. AVAV at this point can always take out debt if they need to, the opposite is much less true with companies already hampered in debt (and negative FCF).
You clearly haven’t, if you don’t know that debt financing is significantly cheaper than equity. Have you heard of a WACC? In case you haven’t, it’s the cost for a company to finance operations. A 100% equity cost structure (which AVAV has) results in an astronomically high WACC, when using a debt instrument could achieve the same result at a far smaller detriment to shareholders And, “a bit” of equity dilution, is certainly a way to put a float increase of 60%
RCAT finance its programs primarily through debt. I don’t know the exact structure for ONDS, but debt financing (to a certain extent) is much healthier and accretive to shareholders. BlueHalo was purchased entirely with stock and expanded the outstanding common share count by 60%. That isn’t healthy and isn’t a sign of good management. The deal synergies have not been realized, hence why it’s bloated. AVAV is careless with its dilution and its burning shareholders
Every single drone company has “stock dilution”. Anduril just recently raised, if they were public you would also have called that “stock dilution”. ONDS and RCAT have D tier balance sheets, they need way more cash than AVAV does to become healthy companies.
AVAV insiders have been selling, [$1.4M since the beginning of the year](https://execbuy.com/company/aerovironment/). No insider buying on the open market.
AVAV is probably one of the closest things to a pure drone play, but it’s still not that clean, a big part of their revenue depends on defense contracts, so you’re really betting on government spending and contract wins, not just drones as a theme. also the drone space is evolving fast and getting commoditized in some areas, which can pressure margins over time, compared to ONDS, AVAV is more proven and stable, but less of a high-upside bet so it’s solid exposure to drones, just not a direct one-to-one play on the entire drone trend
I don’t think the militaries care if you find their drones interesting or not. They care about which is the most innovative, deadly, and cost effective. AVAV is decent, but they’re expensive and aren’t as innovative as other upcoming driver producers like ONDS and RCAT. AVAV is bloated, dilution is a serious issue, and they lost a huge contract a month ago
If you knew AVAV and used their products you wouldn’t invest.
I love it because it gives you exposure to drones as well as EVs. And AVAV uses them a lot so you get even more direct drone exposure to AVAV.
I just bought, IAU, AVAV, ITA. Boots on the ground means defense and drone stocks might go up up up. The US is lacking a drone defense system that works and AVAV could get a blank check. Also I am going back into a little gold just because of the geopolitical situation. I have eeked out at 5.03% gain YTD in the face of a down market. I have dumped all tech but Microsoft. I will take SMH at 240 which looks like it could be a reality if energy keeps getting bombed.
AVAV is fucked already, that shit peaked at $400 in mid January and it’s down to $180.
# Could AI & war take the drone market parabolic this year: AVAV, ONDS, KTOS, etc. # [https://www.cnbc.com/2026/03/25/the-drone-market-is-about-to-go-parabolic-because-of-ai-and-war-how-to-play-it.html](https://www.cnbc.com/2026/03/25/the-drone-market-is-about-to-go-parabolic-because-of-ai-and-war-how-to-play-it.html)
Not necessarily for $ONDS. $RCAT, $AVAV, and $KTOS are hitting bigger contracts.
It's down 56% since October but up 95% since last year. Are we going to keep leapfrogging over each other's dates to suit our respective narratives? You're welcome to carry on but I'm already bored after one round. Saying that a small-cap stock went down a few percent on the day of earnings means absolutely nothing when S&P500 hits a 6-month low and multi-billion companies are dropping far more than that. I can absolutely blame it all on the war because when I open my investment app there is a clear pattern. \- KTOS had two great announcements last week, including a $49mln contract on Thursday and still dropped over 5%. \- AVAV -5% \- BKSY -17% \- ONDS -6.8% \- UMAC -12% \- LPTH -13.5% (also an optics company with much larger market cap than KOPN) Look at the price per share of some of those companies. I don't know what the earnings figures would have had to look like for KOPN yesterday to not to drop and who was expecting them to look like that (certainly nobody who's been following the company closely enough) but to reiterate, 6% drop for a small company like that is a very small drop indeed. Also, if you look at the chart, you will see that the stock went well over 10% up on market open yesterday whereas I see no jumps of any kind for any other small-cap stock I hold - just steady downhill straight out of the gates. If the earnings were as shit as you suggest, the stock would've fallen off sharply. Also, you don't need to tell us you are down on your position - I gathered as much from how emotional you got in your post. Speculative investments clearly don't suit you and I hope KOPN has opened your eyes to that. I'd suggest you consider index funds or Coca-Cola instead.
Yeah, I don’t get that entirely. These stocks move later with government contracts supposedly. I keep adding AVAV and been sitting on NOC for a few weeks.
Sir, this is a casino. Shares only count if we're talking 6 figure worth of shares on some really retarded bet like the AVAV play from before the war
Short summary: they make lightweight batteries (top of my head 540Wh/kg vs 260Wh/kg for a standard graphene battery) and their batteries are already used by drones in ukraine and I believe AVAV also uses their batteries
Rcat has good long term potential but don’t sleep on AVAV either.
AVAV AeroVironment awarded $117.31M Army contract
Past? Selling $16k worth of Nvidia in 2011. Present? Not selling Aerovironment (AVAV) in October (-50% since).
you can check out $DRNZ, they hold AVAV, RCAT, and ONDS but the rest are OTC i’m not familiar with
Drones are going to be the biggest play this year. Big money just poured into these companies in the last 30 minutes before closing today $AVAV $RCAT $DPRO $KTOS $ONDS (skeptical about this one but reddit loves it..)
$AVAV is my move tomorrow after it goes down
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…