Jan. 13 at 6:12 PM
I’ve started building a position in
$AIRO. As Arctic, NATO, and Greenland dynamics heat up, AIRO’s ISR drones and aerospace systems are directly aligned with future defense demand. Valuation is the disconnect: AIRO trades ~4–6x P/S, while drone peers like
$ONDS trade ~30–40x P/S. Same theme, radically different pricing. That asymmetry is why I’m bullish.
$OSS $RCAT 🔥