Rich Peter
Investor, Crypto, US Stocks & High-Dividend ETFs
Swarmer is positioned for the Pentagon's push into cheap, autonomous drone swarms and domestic drone supply chains, with a $2.86M Department of Defense contract to arm its SkyKnight platform serving as official military validation. Jim Cramer named it a prime military drone pick on Mad Money, sending shares up nearly 38%. Revenue is minimal, but analysts project 79% annual growth over three years as defense contracts roll out, and a small float fuels squeeze-style rallies. x.comÂ
Swarmer is a pure-play, hardware-agnostic drone swarm software company positioned for the Trump administration's sharply higher drone defense budgets. It won a $2.86M federal contract to deploy its SkyKnight swarm control platform to the US military and signed an MOU with Powerus to integrate its software. Software licensing can scale at high margins as the drone market grows, unlike thin-margin hardware. With a float near 3 million shares, any sizable contract could move the stock sharply. x.comÂ
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
LightPath's counter-drone deliveries could significantly lift revenue in the upcoming report if their monthly cadence began mid-last quarter. Sam Rubin said two systems are moving toward tens of deliveries monthly; Trust Automation is almost definitely one, but the ramp is unknown. Exclusively licensed, DoD-qualified BDNL materials and IR redesign expertise give LightPath a strong moat over generic-material rivals; integrators often lack optics teams, though other materials have uses. x.com … Show more
Swarmer's roughly $600M market cap is hard to justify for a company that generated only $300,000 of revenue in 2025. The recent IPO has about $17M in backlog. x.comÂ
Swarmer's post-lockup washout is the setup, because the Ratel deal turns it from a thin software story into a platform pairing combat-proven autonomy with one of Ukraine's largest UGV makers. Ratel took about 37% of Ukraine's UGV procurement spend early in 2026 and has about $86M of contracts this year, with earnouts paid only if it scales. Swarmer's software has run 100,000+ combat missions. Erik Prince plans to buy battlefield-proven firms and scale them, with Vectus as the air-defense layer. … Show more
Ondas' long-term opportunity extends beyond drones into growing counter-drone and unmanned ground vehicle markets. Broad industry estimates for these markets rise from $90.6B in 2025 to $210B by 2033, with counter-drone systems the fastest-growing segment at 26.8% annually. That total is neither Ondas revenue nor its own addressable market and may include overlap. Bullish on the company's future, but execution must earn conviction. x.com x.comÂ
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.comÂ
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.comÂ
Applied Aerospace & Defense offers exposure to growing defense, space and precision-strike spending through a business still very early in its public-market story. x.comÂ
Redwire's persistent cash burn and repeated share issuance weaken its investment case despite $13.8m of National Guard drone orders. Training soldiers on its Stalker drones may build familiarity, but operating losses and share expansion threaten shareholder economics. x.comÂ
Ouster is the US-made lidar alternative for buyers who cannot use the Chinese leaders, Hesai and RoboSense. Hesai is on the Pentagon's Chinese military company list, so defense and drone programs must route around it, and Seneca's wildfire drones just picked Ouster's Rev8. Trailing revenue is $205M, with the latest quarter up 56%, and 14.4x sales is cheap for that growth, though it burned $82M of free cash flow last year. The open question is whether the lockout spreads into commercial robotics. … Show more
