Dec. 22 at 12:48 AM
$RCAT $ONDS $AIRO I just dropped my research on three drone names that could be positioned for the post-DJI procurement shift: Red Cat, Ondas, and Airo Group. Full breakdown is live for subscribers 👀
DJI is facing an effective U.S. import ban starting December 23, pending any last-minute executive action. Existing drones can keep flying, but future procurement is already rotating toward compliant U.S. and NATO-aligned platforms.
I break down how each of these names fits into that shift and whether the setups are being misread.
One of the three stands out to me as my favorite deep value play at current prices. Click "subscribe" to find out what it is and get my catalog of previous research too!
Other names covered in the sub recently are
$SMR
