AeroVironment, Inc., a defense technology provider, designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally.
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-07-02 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-03 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-01-27 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2025-12-15 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
“@bennybigbull Nope, sold for solid 6 figure loss on $AVAV and rotated to photonics.” post →
| Date | Tweet |
|---|---|
| 2026-03-26 | If you don't know my style by now: I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain. I'm not always right, though. $AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ). I still believe fundamental… → · 879 likes · 155,071 views |
| 2026-03-26 | Sorry to hear, drone stocks like $AVAV and $DPRO were my biggest losers and I lost solid 6 fig on that. I posted earlier I cut my losses on them since Greenland peace deal, $AVAV recently on the Scar program loss. And rotated to photonics. The Iran war tended to be a lot of the larger military … → · 36 likes · 11,151 views |
| 2026-03-25 | @bennybigbull Nope, sold for solid 6 figure loss on $AVAV and rotated to photonics. → · 56 likes · 164,148 views |
| 2026-02-21 | Year to Date: 316.4% From January 2026 into February 2026. Reflection of my short term trades and longs: > Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year > Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up > Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2026-01-20 | I mean this is the $CRDO Amazon wire incident equivalent. But in the Defense sector. Be $AVAV: -> Renegotiates contract from R&D type to long term volume contract. -> Media: "Oh no the fancy Scar program got halted" -> Sells off 17% for no reason. up to you though, I personally added since I t… → · 9 likes · 3,903 views |
| 2026-01-20 | @victor_privin $AVAV secured $1.4B+ in contracts in the past 4 months. This is a contract renegotiation (possibly better long term). OTA agreements a lot of times is for prototyping and R&D. Moving to an FFP contract = locking in price for volume. Completely misunderstood → · 9 likes · 2,926 views |
| 2026-01-20 | I’ve added to my $AVAV positions on the 16% dip. Markets made a mistake with regarding the Scar program news. - Markets thought SCAR program was canceled hence 15%+ selloff. - It’s not. In the 8-K regulatory filings they said they would “continue providing capabilities and products for the SCAR p… → · 206 likes · 60,621 views |
| 2026-01-20 | @__visionxry__ IMO $AVAV is a great dip buy on the 15% drop. Main revenue is $1B+ switchblade replicator. Markets are trolling if they’re panicking over a $175m contract that’s getting renegotiated. → · 14 likes · 3,630 views |
| 2026-01-20 | I’ve initiated small positions in $DPRO ($240m). This is an end-to-end war drone contractor and Draganfly looks like the $RKLB to Ondas. $ONDS went from ($.51 -> $15, 13x) and was looking for an equivalent. Here’s what markets (and myself missed). Draganfly is a vertically integrated defens… → · 677 likes · 287,027 views |
| 2026-01-20 | There's a lot of panic about a potential market crash from $OSS -6.1% to $ONDS -4.85% dropping ON. But now, Trump is already starting to de-escalate as markets go red. From the history of Trump's tariffs We know one thing. Trump cares too much about the market: $1.5T in proposed defense spen… → · 328 likes · 97,879 views |
| 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 |
| Report | Date | Stance |
|---|---|---|
| #129 — Missile Restocking: The Bottleneck Moves to the Battlefield | 2026-08-12 | LONG |
| #117 — Thematic Update: Modern Warfare | 2026-02-18 | LONG |
| #100 — The New WFH (War From Home): Missile Defense, Counter-UAS, Electronic Warfare, and Surveillance | 2025-06-23 | LONG |
from2028 — cross-site stock view. Rebuilt at publish time.