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Unclestocknotes @Unclestocknotes · Mar 24

#AVAV AeroVironment 發布 LOCUST 3 AI 雷射武器系統
最新動態：
➤ AeroVironment 推出 LOCUST 3 定向能武器系統。
➤ 具備 AI-POWDER 瞄準功能，可實現光速交戰。
➤ 專為應對地面和空中威脅而設計。
➤ 雷射輸出功率可在 20 至 35+ 瓦之間調整。
➤ 每次發射成本預計低於 5 美元。
➤ 模組化設計使其能夠快速部署於各種平台。
➤ 支援持續、無需重新裝填的遠端作戰。

Hardik Shah: 📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $AVAV AeroVironment Unveils 𝐋𝐎𝐂𝐔𝐒𝐓 𝐗𝟑 AI Laser Weapon System

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ AeroVironment launches 𝐋𝐎𝐂𝐔𝐒𝐓 𝐗𝟑 directed energy weapon system.

➤ Features 𝐀𝐈-𝐩𝐨𝐰𝐞𝐫𝐞𝐝 targeting with speed-of-light engagement.

➤

$AVAV

Balder @Balder13946731 · Mar 3

今天 $AVAV 的逆天天地板，其实是个机会。

$AVAV

Unclestocknotes @Unclestocknotes · Mar 2

Raymond James 將 #AVAV 的評級從“強力買入”下調至“弱於大盤”。

分析師評論道：「美國太空部隊宣布將重新競標其 SCAR（衛星通訊增強資源）項目。該項目是該公司有史以來規模最大的項目，價值約 14 億美元。該項目最初授予了 Blue Halo 公司，合約包含六個地面站，預計總產量約為 50 台。SCAR 項目此前已被勒令下降公司先前擁有 28 億美元的積壓訂單，此次重新競標可能導致 10 億至 14 億美元的訂單流失。

分析師：布萊恩·格蘇阿萊

Wall St Engine: Raymond James Double Downgrades $AVAV to Underperform from Strong Buy

Analyst comments: "The Space Force announced that it is recompeting its SCAR (Satellite Communications Augmentation Resource) program. This was the company's largest program of record at approximately $1.4B of

$AVAV

Black Panther Capital @BlackPantherCap · Mar 2

$AVAV from +19% to -17% today 😵‍💫

$AVAV

Black Panther Capital @BlackPantherCap · Feb 28

After the success in Iran.

One thing is sure and stands out now:

UAE and the whole Gulf will be pouring ALL their oil money into defense.

Look out for:
> $OSS
> $PLTR
> $ONDS
> $KTOS
> $AVAV
> $KRKNF

Note: This is not financial advice.

$AVAV $KRKNF $KTOS $ONDS $OSS $PLTR

Black Panther Capital @BlackPantherCap · Feb 28

If politicians wear sponsor jackets like NASCAR Drivers.

$OSS
$PLTR
$AVAV
$ASTS
$KTOS
$ONDS
$KRKNF

War is usually not bad from an economic perspective.

Note. Not financial advice.

$ASTS $AVAV $KRKNF $KTOS $ONDS $OSS $PLTR

Black Panther Capital @BlackPantherCap · Feb 28

Oppenheimer just told you exactly what to buy.

$45 Billion drone market → $400 Billion in a decade.

And out of every drone company on the planet, analyst Timothy Horan named ONE preferred pick in the lower-skies segment:
$ONDS.

Let that sink in.

Not $RCAT. Not $JOBY. Not $ACHR. Not $AVAV. Not $KTOS.

$ONDS.

Here’s why this isn’t just hype:

The macro is undeniable:

• Global defense spending: $3 TRILLION. Up 50% in five years.

• U.S. House just authorized $900.6B in DoD funding for FY2026.

• Oppenheimer projects global defense budgets could DOUBLE in the next decade.

And drones are the fastest-growing slice of

ALL of it.

But here’s what the headline misses on $ONDS:

Most people see “drone company” and think hardware.

$ONDS isn’t a hardware play.

They’re the AI-enabled autonomous infrastructure layer.

Border protection. Aerial security.

Infrastructure monitoring. Iron Dome-style counter-UAS.

This is persistent, recurring, software-driven revenue sitting underneath every drone deployment that matters.

The numbers nobody’s paying attention to:
• 2026 revenue guidance: $170-180M
• Backlog: $65.3M - up 180% in 60 days
• Cash: $1.5B+
• Q4 revenue: 3x Q3
• 8 BUY ratings. 0 SELL.

The stock is up 925%+ in 12 months.

And Oppenheimer just called it their TOP PICK as the drone TAM goes from $45B to $400B.

That’s a 10X.

People keep asking if they missed it.

You haven’t missed it.

You’re watching a $170M revenue company get discovered at the START of a $400 Billion buildout.

The backlog is exploding. The guidance is rising.

The institutional coverage is beginning.

Note. This is not financial advice.

$ACHR $AVAV $JOBY $KTOS $ONDS $RCAT

Black Panther Capital @BlackPantherCap · Feb 27

🤯THIS IS HUGE!

$ONDS added to WisdomTree’s NEW AI ETF.

And with an allocation on 2,6%.

More than $AVAV.

And alongside $GOOG $NVDA.

BMSInvests: $ONDS

🚨 NEW: Ondas have been included in WisdomTree’s new Physical AI, Humanoids and Drones ETF $WPAI!

$ONDS have been allocated 2.6% of the ETF, alongside heavyweights such as $NVDA (3.13%), $TSLA (3.02%), $GOOG (2.86%) and $AVAV (2.53%).

More liquidity and validation for

$AVAV $GOOG $NVDA $ONDS $TSLA $WPAI

Black Panther Capital @BlackPantherCap · Feb 22

THE CONTRARIAN PLAYBOOK

The overlooked vs. the obvious:

AI Compute - $AMD (not $NVDA)

Defense - $ONDS (not $AVAV)

Fintech - $SOFI (not $COIN)

Energy Storage - $EOSE (not $TSLA)

Datacenter - $IREN (not $CRWV)

Solar - $TE (not $FSLR)

Edge AI - $OSS (not $INTC)

AI Marketing - $ZETA (not $GOOGL)

Contrarian > Consensus.

Early > Obvious.

Note: This is NOT financial advice.

$AMD $AVAV $COIN $CRWV $EOSE $FSLR $GOOGL $INTC $IREN $NVDA $ONDS $OSS $SOFI $TE $TSLA $ZETA

Black Panther Capital @BlackPantherCap · Feb 21

Iran obviously don’t know what $PLTR $OSS $ONDS $KTOS $AVAV is capable of 😵‍💫

RKM: JUST IN🇮🇷❌🇺🇸 Iranian TV confirms, The #IRGC will sink the USS ABRAHAM Lincoln with a single strike of large wave of Kamikaze Drones and Kalibr cruise missiles.

- AI VIDEO POSTED BY IRANIAN TV

$AVAV $KTOS $ONDS $OSS $PLTR

Black Panther Capital @BlackPantherCap · Feb 16

RT Black Panther Capital
👀The ONLY watchlist you need for 2026.

EVERY sector the government and hyperscalers are pouring money into.

49 stocks across AI, hardware, defense, energy, and space.

→ Save this now, come back later.

Datacenter / Digital Infrastructure
$ANET - Arista Networks
$VRT - Vertiv
$EQIX - Equinix
$LITE - Lumentum
$CRDO - Credo Technology
$NBIS - Nebius Group
$CSCO - Cisco Systems
$APLD - Applied Digital
$IREN - IREN Limited
$CIFR - Cipher Mining

SaaS
$PLTR - Palantir Technologies
$CRWD - CrowdStrike
$PANW - Palo Alto Networks

AI / Compute
$NVDA - NVIDIA
$MSFT - Microsoft
$GOOG - Alphabet
$AMZN - Amazon
$META - Meta Platforms
$AVGO - Broadcom
$AMD - Advanced Micro Devices
$MU - Micron Technology
$SMCI - Super Micro Computer
$SNDK - SanDisk

Semiconductors / Hardware
$AAPL - Apple
$MRVL - Marvell Technology
$ASML - ASML
$OSS - One Stop Systems
$LPTH - LightPath Technologies

Critical Minerals
$MP - MP Materials
$LAC - Lithium Americas
$NEO - Neo Performance Materials
$SLI - Standard Lithium
$PLL - Piedmont Lithium

Space
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$PL - Planet Labs
$RDW - Redwire

Defense / Aerospace
$LMT - Lockheed Martin
$AVAV - AeroVironment
$KTOS - Kratos Defense
$ONDS - Ondas Holdings
$KRKNF - Kraken Energy

Energy / Power
$TE - T1 Energy
$FSLR - First Solar
$ENPH - Enphase Energy
$ARRY - Array Technologies
$NXT - Nextracker
$FLNC - Fluence Energy
$VST - Vistra

Save this for later.

Note: This is NOT financial advice.

$AAPL $AMD $AMZN $ANET $APLD $ARRY $ASML $ASTS $AVAV $AVGO $CIFR $CRDO $CRWD $CSCO $ENPH $EQIX $FLNC $FSLR $GOOG $IREN $KRKNF $KTOS $LAC $LITE $LMT $LPTH $META $MP $MRVL $MSFT $MU $NBIS $NEO $NVDA $NXT $ONDS $OSS $PANW $PL $PLL $PLTR $RDW $RKLB $SLI $SMCI $SNDK $TE $VRT $VST

Black Panther Capital @BlackPantherCap · Feb 16

👀The ONLY watchlist you need for 2026.

EVERY sector the government and hyperscalers are pouring money into.

49 stocks across AI, hardware, defense, energy, and space.

→ Save this now, come back later.

Datacenter / Digital Infrastructure
$ANET - Arista Networks
$VRT - Vertiv
$EQIX - Equinix
$LITE - Lumentum
$CRDO - Credo Technology
$NBIS - Nebius Group
$CSCO - Cisco Systems
$APLD - Applied Digital
$IREN - IREN Limited
$CIFR - Cipher Mining

SaaS
$PLTR - Palantir Technologies
$CRWD - CrowdStrike
$PANW - Palo Alto Networks

AI / Compute
$NVDA - NVIDIA
$MSFT - Microsoft
$GOOG - Alphabet
$AMZN - Amazon
$META - Meta Platforms
$AVGO - Broadcom
$AMD - Advanced Micro Devices
$MU - Micron Technology
$SMCI - Super Micro Computer
$SNDK - SanDisk

Semiconductors / Hardware
$AAPL - Apple
$MRVL - Marvell Technology
$ASML - ASML
$OSS - One Stop Systems
$LPTH - LightPath Technologies

Critical Minerals
$MP - MP Materials
$LAC - Lithium Americas
$NEO - Neo Performance Materials
$SLI - Standard Lithium
$PLL - Piedmont Lithium

Space
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$PL - Planet Labs
$RDW - Redwire

Defense / Aerospace
$LMT - Lockheed Martin
$AVAV - AeroVironment
$KTOS - Kratos Defense
$ONDS - Ondas Holdings
$KRKNF - Kraken Energy

Energy / Power
$TE - T1 Energy
$FSLR - First Solar
$ENPH - Enphase Energy
$ARRY - Array Technologies
$NXT - Nextracker
$FLNC - Fluence Energy
$VST - Vistra

Save this for later.

Note: This is NOT financial advice.

$AAPL $AMD $AMZN $ANET $APLD $ARRY $ASML $ASTS $AVAV $AVGO $CIFR $CRDO $CRWD $CSCO $ENPH $EQIX $FLNC $FSLR $GOOG $IREN $KRKNF $KTOS $LAC $LITE $LMT $LPTH $META $MP $MRVL $MSFT $MU $NBIS $NEO $NVDA $NXT $ONDS $OSS $PANW $PL $PLL $PLTR $RDW $RKLB $SLI $SMCI $SNDK $TE $VRT $VST

RonnieV @TheRonnieVShow · Jan 28

Drones are dominating 2026 — especially defense + tactical ISR.

Here are my top picks across the stack:
Core Platforms:
$AVAV — Switchblade loitering munitions + major U.S. Army contract momentum
$RCAT — Teal’s Black Widow selected as the U.S. Army SRR program of record (Blue UAS pipeline)
$DPRO — defense + public safety orders/partnerships building

Connectivity / Ops:
$ONDS — mission-critical comms + autonomous systems exposure

Picks & Shovels (Components):
$LTRX — edge AI/compute inside Teal’s Black Widow production (TAA/NDAA aligned)
$AMPX — silicon-anode batteries powering longer flight time / higher payload (supplier to AV programs)

These are fueling the next-gen battlefield + commercial boom.

Which one’s your biggest bet in 2026?

$AMPX $AVAV $DPRO $LTRX $ONDS $RCAT

Black Panther Capital @BlackPantherCap · Jan 27

Geopolitics isn't fading. It's accelerating, and defense tech is the obviously 10X-play.

With Arctic tensions and drone wars, DoD budgets soar to $900B, prioritizing autonomy.

It’s mission-critical hardware reshaping battles.

It’s not even a bold, but obviously claim: Drones will dominate like EVs did transport.

Key forces:
> Budget bonanza: Trump's focus adds $100B to unmanned systems.
> Tech leap: AI edges make drones smarter than pilots.
> Global risks: Ukraine proves swarms can defend/win wars.

Stocks solving trillion-dollar bottlenecks:

$AVAV – Tactical UAVs for DoD contracts.
$ONDS – Drones with proven backlog.
$KTOS – Weapon system solution.
$OSS - Edge AI + DoD Contract.
$KRKNF - Subsea defense.

Hold for 4 years, thank me in 2030.

Not financial advice.

$AVAV $KRKNF $KTOS $ONDS $OSS

TacticzHazel @TacticzH · Jan 26

The Thematic Supercycle of 2026:

AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM

Nuclear & Power
$CEG • $VST • $GEV • $OKLO

Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR

Batteries & Storage
$FLNC • $EOSE • $TE

Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX

Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS

Space
$RKLB • $ASTS • $LUNR

Copper
$FCX • $RIO • $TECK • $IE

Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR

Quantum
$QBTS • $IONQ • $RGTI

Crypto
$BTC • $ETH

Emerging markets
$DLO • $MELI • $SE

Healthcare
$NVO • $LLY

What is your favorite theme for 2026?

$AMD $ASML $ASTS $AVAV $BA $BTC $CEG $CIFR $CRML $CRWV $DLO $EOSE $ETH $FCX $FLNC $GEV $IDR $IE $IONQ $IREN $KRKNF $LHX $LLY $LMT $LUNR $MELI $MP $MU $NBIS $NVDA $NVO $OKLO $ONDS $QBTS $RCAT $RGTI $RHM $RIO $RKLB $RTX $SE $SSNLF $TE $TECK $TMC $TSM $UUUU $VRT $VST

TacticzHazel @TacticzH · Jan 26

RT TacticzHazel
The Thematic Supercycle of 2026:

AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM

Nuclear & Power
$CEG • $VST • $GEV • $OKLO

Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR

Batteries & Storage
$FLNC • $EOSE • $TE

Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX

Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS

Space
$RKLB • $ASTS • $LUNR

Copper
$FCX • $RIO • $TECK • $IE

Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR

Quantum
$QBTS • $IONQ • $RGTI

Crypto
$BTC • $ETH

Emerging markets
$DLO • $MELI • $SE

Healthcare
$NVO • $LLY

What is your favorite theme for 2026?

$AMD $ASML $ASTS $AVAV $BA $BTC $CEG $CIFR $CRML $CRWV $DLO $EOSE $ETH $FCX $FLNC $GEV $IDR $IE $IONQ $IREN $KRKNF $LHX $LLY $LMT $LUNR $MELI $MP $MU $NBIS $NVDA $NVO $OKLO $ONDS $QBTS $RCAT $RGTI $RHM $RIO $RKLB $RTX $SE $SSNLF $TE $TECK $TMC $TSM $UUUU $VRT $VST

RonnieV @TheRonnieVShow · Jan 22

TRUMP: "WE HAVE A MASSIVE ARMADA HEADING IN DIRECTION OF IRAN"

Add these Defense Tech Stocks to your watchlist NOW:

1) $AVAV 11) $BWXT
2) $KTOS 12) $PLTR
3) $RTX 13) $HWM
4) $LMT 14) $CW
5) $NOC 15) $OSIS
6) $LHX 16) $ONDS
7) $GD 17) $DPRO
8) $HII 18) $HEI
9) $TDG 19) $FLY
10) $DRS 20) $RCAT

$AVAV $BWXT $CW $DPRO $DRS $FLY $GD $HEI $HII $HWM $KTOS $LHX $LMT $NOC $ONDS $OSIS $PLTR $RCAT $RTX $TDG

RonnieV @TheRonnieVShow · Jan 20

Crazy Prices & Deals I'm Watching:

1. $PLTR - $125
2. $HOOD - $67
3. $SOFI - $18
4. $AMD - $170
5. $NFLX - $70
6. $NVDA - $140
7. $IREN - $25
8. $NBIS - $66
9. $AMZN - $200
10. $META - $530

11. $RKLB - $34
12. $OSCR - $12
13. $ZETA - $15
14. $FLNC - $12.50
15. $HIMS - $25
16. $ASTS - $61
17. $LMND - $50
18. $TEM - $50
19. $ONDS - $7
20. $TSLA - $300

21. $TE - $4
22. $AVAV - $271
23. $PGY - $15
24. $VRT - $102
25. $BE - $45
26. $CRWD - $300
27. $SNOW - $180
28. $PATH - $11
29. $TER - $148
30. $CIFR - $8

$AMD $AMZN $ASTS $AVAV $BE $CIFR $CRWD $FLNC $HIMS $HOOD $IREN $LMND $META $NBIS $NFLX $NVDA $ONDS $OSCR $PATH $PGY $PLTR $RKLB $SNOW $SOFI $TE $TEM $TER $TSLA $VRT $ZETA