Amprius is a rare opportunity as a drone battery company that is profitable. x.com 

Amprius Technologies could become a drone-era bottleneck play, the way AI created bottlenecks elsewhere, after the recent government drone news. It makes next-generation silicon-carbon batteries, its largest customer is the Department of War, and it has already supplied many batteries to Ukraine. With abundant liquidity in stocks, the move could have legs, though this is a low-conviction call. x.com 

Amprius looks expensive and its chart looks more like a short than a long. At just under 18x forward sales on current shares and about 22x fully diluted, versus a 12x fair value for high-growth companies, it is pricey even on a $135 million 2026 revenue estimate above guidance, with a 33 million-share overhang. After earnings it broke its 9, 21 and 50-day averages and was rejected at the falling 21-day, making it a near-term short on rallies, though the quarter itself was good. 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 

Amprius Technologies' 27% post-earnings drop is an overreaction to a 2-cent EPS miss, and a quick turnaround looks likely. Revenue hit a record $28.5M, up 153% and 11% above estimates; gross profit rose 343%, the net loss narrowed 46% and gross margin reached 20%, or 22% excluding one-time Colorado costs. Full-year 2026 guidance was raised to at least $130M. Its NDAA-compliant silicon-anode batteries, with twice lithium-ion's energy density, supply Pentagon drone programs. x.com 

Enovix's initial drone-battery order and $216 million drone, defense and industrial pipeline underpin the bullish setup. A dual-use drone maker ordered 100,000 batteries for delivery in the first half of 2027, with follow-on orders expected afterward. Early Q3 revenue rose 38% to $11 million and beat guidance. Friday's call volume was about twice normal; the rounding-bottom setup favors a breakout if shares reclaim and hold $2.97, with targets of $3.59, $4.17 and $5.00. 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

A US military-budget increase would be well-timed for defense stocks as most appear to be bottoming or sitting on support. If history repeats, one will probably be announced soon. Since the earlier sell signals, Amprius is down about 42%, AeroVironment about 60% and Ondas about 54%; many other names also look oversold. 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 

Drone stocks fell in 2026 even as backlogs hit records: Ukraine turned aircraft into ammunition, and the Pentagon's 2027 request holds nearly $75B for drones and counter-drone. AeroVironment's reordered loitering munitions and Kratos's jet drones are highest conviction. Counter-drone names Ondas, Axon, Motorola Solutions, Safe Pro, DroneShield and Rheinmetall gain as threats grow, Unusual Machines from Chinese-parts bans. Primes bury drone exposure; pure plays may not convert backlog. x.com  … Show more