Jan. 14 at 4:02 PM
🛩️🔥 Drone warfare isn’t a trend anymore — it’s a spending cycle. China’s swarm-tech flexing, the U.S. fired back with Trump’s “Drone Dominance” push. Translation: more drones, more parts, more power tech 💸⚙️
🚀
$KTOS is a known winner… but it’s already priced up.
Here are 2 mispriced names still worth watching for 2026:
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$AMPX — batteries = the real “ammo”
Silicon-anode lithium packs hitting 450–520 Wh/kg (CES award winner 🏆). Revenues are climbing and losses are shrinking. If drones + electric aviation scale, this can move fast.
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$UMAC — FPV drone parts + defense supply chain angle
Motors, controllers, video systems… the guts of drones. Tied into NDAA/Blue UAS ecosystem = “approved” gear tailwinds.
📌 2026 setup: attritable drones + battery tech = war economy trade 💥📈