I was scanning the volume graphics when something jumped: a group of stocks in a suddenly neglected sector in synchronization. At first glance, they seemed disconnected – but on the markets, very little.
In a few minutes, it has become clear: something big begins to stir.
Is this the next speculative wave?
In recent months, the spotlight has traveled nuclear, quantum AI and space technology – each obtaining their “moment”. But under the radar, another theme is taking shape quietly: drones.
Not only military drones, but the entire ecosystem – air mobility and precision agriculture to communications and countermeasures – begins to show signs of life.
So I asked myself the obvious question: who are the real players who lead this trend?
To find out, I turned to Warrenai and I built a surveillance list of nine companies that extend throughout the drone supply chain (all rallied on Wednesday):
Unusual machines (nyse 🙂: Motor supplies for military drones and FPV, in accordance with American regulations NDAAA
Red Cat Holdings (Nasdaq 🙂: Designs defensive drones and drone software, including the Fang drone
Draganfly (Nasdaq 🙂: Specializes in public safety and medical delivery drones
Aerovironment (Nasdaq 🙂: Manufacturer of high -level military drones and switchblade manufacturer
Ondas Holdings Inc (Nasdaq 🙂: Provides an industrial and defense communication infrastructure
Defense of Kratos (Nasdaq 🙂: Built target drones for military training and R&D
Ehang Holdings (Nasdaq 🙂: Early leader in autonomous passenger drones and air taxis
Ageagle Aerial Systems (nyse 🙂: Provides solutions for precision agriculture and cartography
Why now? A change of policy changing the situation
On July 10, 2025, the Pentagon officially reclassified drones in the form of “consumables”. This change even allows military commanders of mid -level to authorize purchases without wading by administrative formalities.
In other words, demand for drones can now increase, without warning.
It is not a small fit. It is a fundamental change that could overcome the long -term investor sector.
Last week, Umac sang 18% after announcing a strong …
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