Sector: defensedrone
Conviction from: NASDAQCitriniSerenity
Tradable on: Bitget →
52-week range: 43.09134.00
3 tracked filer(s) hold this · 0 opened, 1 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 53 — mean of 3 scored holder(s) · buyers (new/add) avg 40. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
Bullish · 4 mention(s), 1 personal-position post(s) · first 2025-11-19 · last 2026-01-19
“I probably can't comment much on defense/energy/battery stocks since it's not my area of expertise. @RJCcapital probably a knows a bit more about energy given how much energy they put in posting about Sydney Sweeney and Duolingo/Antonio.
Jokes aside, directionally energy is popular due to AI buildout. As for defense I was a fan of $KTOS sub $30 when I looked at it but it's hard for me to develop…” post →
All 4 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-01-19 | $AVAV definitely. It’s the gold standard and is already part of replicator. (So already successful alongside $KTOS)
$AIRO is for counter UAV replicator, highest potential for lowest downside risk.
I’ll do a write up on $DPRO later but it reminds me of early stage $RKLB, very speculative upside. → · 27 likes · 7,508 views |
| 2026-01-19 | Personally speaking, I feel like $ONDS is richly priced compared to other drone companies.
I have $AVAV, $DPRO, $KTOS, and $AIRO for drone exposure.
(Just going off the top of my head, dont take this too literally) Fwd EV/revenue multiples was ~28s+ now for Ondas. Even AVAV was 8-9 and they were… → · 57 likes · 16,829 views |
| 2026-01-19 | US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off the situation:
Tier 1: Supply Chains
This is a dispute with NATO Allies. This threatens supply chains.
Many US defen… → · 600 likes · 269,001 views |
| 2025-11-19 | I probably can't comment much on defense/energy/battery stocks since it's not my area of expertise. @RJCcapital probably a knows a bit more about energy given how much energy they put in posting about Sydney Sweeney and Duolingo/Antonio.
Jokes aside, directionally energy is popular due to AI build… → · 5 likes · 1,224 views |
| Report | Date | Stance |
|---|
| #129 — Missile Restocking: The Bottleneck Moves to the Battlefield | 2026-08-12 | LONG |
| #100 — The New WFH (War From Home): Missile Defense, Counter-UAS, Electronic Warfare, and Surveillance | 2025-06-23 | LONG |