Aug. 25 at 2:44 PM
$RCAT Probably getting to a point where it’s time to think about investment to UAV/S infrastructure for these rather sophisticated machines.
Gonna see a similar second phase move much like seen in AI buildout in regards to memory stocks
$MU, building materials and construction equipment
$CAT
Already seen initial move on drone manufacturers and suppliers and next up or in part, ATG communications.
Broadband, LEO/ GEO
Often early, never late.
