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?
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?
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