Drone stocks are next in line for administration backing, after semiconductors and quantum ran when the President pointed investors to them. Dell, Intel, AMD and Marvell rose 200% after the semis call, and quantum names surged on government grants. The President is buying, then telling investors what to buy, so Unusual Machines, Kratos, Ondas, Red Cat, AeroVironment, AIRO and AgEagle are the names to own over the next three years. 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 

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

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 and autonomous air mobility stocks stand to benefit as intelligence becomes AI-driven and execution becomes drone-based. The ecosystem spans defense drones and mission hardware at AeroVironment and Kratos, large autonomous defense systems at Northrop Grumman and Lockheed Martin, secure drone-network communications at Ondas, swarm-coordination software at Unusual Machines, drone platforms at Draganfly, and electric aircraft and autonomous air mobility at Joby, Archer and EHang. x.com 

Drone stocks could go on a tear this fall because drone funding is bipartisan, so a likely Democratic midterm win shouldn't derail the trade. Democrats backed Ukraine war funding and could pass bigger, faster aid. Drone bills, from the Chinese-drone ban to the COUNTER Act, have co-sponsors from both parties, so drones and counter-drones are the least contested part of the $1.5T budget. Nearly every drone stock beat and raised, yet sentiment is still depressed. LightPath stands out. x.com  x.com  … Show more

Unusual Machines looks set to catch up with drone and defense peers after lagging them, making it the big winner from reports that the Trump administration is in talks to fund US drone companies, per the WSJ. Its CEO Allan Evans recently said he was disappointed its stock had not inflected like Kopin, LightPath and Ondas. x.com  x.com 

Unusual Machines faces near-infinite drone component demand even if war ends and defense goes away. Replacing DJI alone is a $10B enterprise drone market, implying $3B+ for component makers and perhaps $13-15B in 4-5 years, mostly going to one or two leading suppliers. Besides scaling execution, the biggest risk is that drone makers shrink to one or two in five years and in-source their supply chain, though a US market this vast is unlikely to be served by only two. x.com 

Drone makers stand to benefit as the Pentagon prepares to take equity stakes in them under a $1B Drone Dominance Program targeting 300,000 attack drones by 2027; when the government funds a theme, early investors win. The ecosystem spans tactical leaders AeroVironment and Kratos, autonomous systems providers AEVEX and Ondas, modular drone and software maker Red Cat, and domestic parts maker Unusual Machines. 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