Ondas stands to benefit directly from Trump's new tariffs of up to 100% on foreign drones and parts, which protect US manufacturers from Chinese competition and encourage domestic production and spending. Ondas is a Florida-based maker of autonomous drones and defense systems. Shares are consolidating, with resistance at $10 and support at $8.60. x.com 

Trump's 100% tariffs on imported drones, effective September 3, force the largest import substitution the drone industry has seen, favoring US makers. AeroVironment already builds at scale and won a $400M Army laser counter-drone contract; Kratos has a record $2.01B backlog; AEVEX's Phoenix Ghost is combat-proven, with a $503M backlog; Red Cat is the closest public DJI replacement; and Unusual Machines makes motors and flight controllers to replace Chinese parts, which the tariff also hits. … Show more

Ondas Holdings looks badly hurt by President Trump's 100% tariff on certain sizes of drones, as reported by @zerohedge. x.com 

Unusual Machines stands to gain from Trump's drone supply-chain proclamation, which sets 100% tariffs on drones over 25 kg, docking stations and certain critical components, and 25% on broader components. The tariffs may squeeze low-cost assemblers, but for vertically integrated domestic players like Unusual Machines they can shake out smaller rivals. The open question is whether domestic yields and costs for flight-control chips and thermal imaging modules can catch up fast enough. x.com 

Trump's 100% tariffs on foreign-made drones should send demand soaring for US drone makers and suppliers. AeroVironment has a $1.2B funded backlog; Kratos has a $2.1B backlog and jet drones with no foreign substitute; Ondas, the fastest grower, posted a record $83.8M quarter. Red Cat's Black Widow is an Army program of record, Unusual Machines makes 15,000 NDAA-compliant motors a month, AIRO has a $163M drone backlog and LightPath's US-made infrared optics become the default. x.com  x.com  x.com  … Show more

Red Cat's financial future looks uncertain: Q1 revenue was $15.5M against $29.3M of operating expenses, and its 13% gross margin has no clear path to the 30% target. Combat validation for its USVs belongs to a partner platform; its own Valdosta-built vessels are new and unproven in a named theater. It is too concentrated in aerial ISR, and the earnings call did not inspire confidence. Ondas, with 49% gross margins, over $1B raised and EBITDA-positive product units, is more compelling. x.com  … Show more

The Trump administration's tariffs of up to 100% on foreign-made drones are bullish for American drone makers. Unusual Machines counts Donald Trump Jr. as an investor and adviser, and Ondas Holdings owns a company called American Robotics, making both obvious beneficiaries. x.com 

Rising government spending on drones and counter-UAS makes drone and counter-drone companies such as LightPath, Ondas, Unusual Machines, Red Cat and Kopin broad beneficiaries. The UK announced a major defense increase including more than GBP5 billion for drones and autonomous systems, plus further counter-UAS and air defense investment. AeroVironment, Kratos and the primes also benefit, though primes are boring. x.com  x.com 

Drone and autonomy stocks are where government money is going next, as Trump pursues funding deals to boost domestic drone production. Dell is up over 50% since Trump said to buy it, and drone names could do the same once he announces picks. The list spans AeroVironment, Kratos, Red Cat, Ondas, Draganfly, Unusual Machines, Swarmer and Palladyne AI; counter-drone names DroneShield and L3Harris; and primes Northrop Grumman, Lockheed Martin, Textron, General Dynamics and Boeing. x.com  x.com 

US drone stocks such as Ondas, AeroVironment, Kratos, Unusual Machines and Red Cat are set for a legendary rotation as the Trump administration is in talks to fund US drone companies, per a WSJ report shared by @zerohedge. x.com