#RCAT 透過北約戰略採購協議（NSPA）贏得北約盟國的「黑寡婦」無人機訂單。

這套美國製造、符合《國防授權法案》（NDAA）的系統將於2026年開始交付。每套系統包括兩架人工智慧無人機和一個地面站，用於在複雜環境下執行情報、監視和偵察（ISR）任務。
#RCAT

Ticker Wire: Red Cat $RCAT wins a NATO ally order for its Black Widow drone via the NSPA.

Deliveries begin in 2026 for the U.S. built, NDAA compliant systems. Each unit includes two AI enabled drones and a ground station for ISR missions in contested environments.

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.

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?

$LTRX has its tentacles in a lot of futuristic businesses.

Already partnered with $RCAT, Anduril, and $ONDS through the $SPAI partnership.

Show me a small company like this trading at 2.3 P/S with this many opportunities...

Smart Cities - Aerospace - Drones - Fiber

The more I dig, the more I like this micro-cap.

There are big risks, of course, and everyone needs to DYOR. High risk/high reward. Not financial advice.

The more I dig into $LTRX, the more I like it.

I'm not day trading this name, friends.

I like the outlook, fundamentals, charts, and most of all...

The connections to Anduril, $RCAT, $ONDS.

The drone market is going to be massive, and the hype is already swirling.

Lantronix is a direct play on providing the cameras and compute needed to guide these drones.

The funniest thing is this could be a huge gravy train for them—and it hasn't even been their main business.

The hype sent this thing very high pre-market, and it's come down a lot, but to me that's just a chance to add more.

DYOR - Not financial advice!!!

$LTRX is undervalued.

77% average upside based on conservative DCF and EPS projections.

Powering the visuals of top drone companies: $ONDS, $RCAT, Anduril.

RonnieV: Anduril + $ONDS play uncovered by @KawzInvests.

$LTRX M-Chart look primed: cup-and-handle with huge upside measured moves to $13 l $19 from here. Bullish Matrix.

Current price: $7.50

Disclaimer: I've started a small position based on chart and research. Not financial advice.

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?

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?

3 Big Themes that will CRUSH 2026 all Year:

1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE

2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN

3. Defense / Aerospace
$LMT • $RTX • $NOC • $GD • $LHX • $ONDS
$KTOS • $BA • $HWM • $RCAT • $RKLB

Choose your theme for 2026 👇

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