May. 28 at 2:44 PM
$EOPSF The drone threat just stopped being a Ukraine story.
Mexico logged 120+ cartel drone attacks in 2025 alone, up to 820 casualties (DataInt). US border? CBP detected 34,000+ drone flights within 500m of the line in FY25. Hezbollah now builds fiber-optic FPVs in Lebanese garages. West Point CTC flagging consumer-drone terrorism as the next threat to soft targets.
The offense is a
$600 DJI and a YouTube tutorial. That is the whole bull case.
And here's the kicker: fiber-optic FPVs defeat every jammer on the market because there's no RF link to break. The only answer left is hard kill. EOS Apollo = 100kW laser, 20+ drone kills/min,
$0 cost-per-shot on grid power, NATO C2 integrated, ships in a 20ft container. It burns the airframe no matter how the drone is flown.
Up 450%+ YoY, MARSS acquisition stacks integrated C-UAS, lasers becoming the main revenue driver. The threat environment is the tailwind.