Drone Stocks
The most overlooked trade of 2025...
Drone stocks are quietly positioning for a major re-rating.
A $100B+ defense capex boom is colliding with real commercial adoption—yet most names remain overlooked.
While AIRO’s recent IPO jumped +62%, the broader stack hasn’t moved.
We break down 3 equity baskets best positioned before the market catches on.
Disclaimer: The author(s) hold BTC at the time of writing (see full disclaimer).
Key Report Insights:
NATO Surge: 5% GDP targets drive massive defense inflows
India Tensions: $234M drone push sparks +20–50% rallies
China Overhang: 90% drone parts imported—reshoring begins
Retail Disruption: Drone delivery slashes costs by 97%
Speculative Stretch: Some names trade at 40–100x PE
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