Jul. 12 at 12:41 AM
History shows midterm years create major opportunities. Since 1986, every cycle produced a buying chance. From those lows, SPY averaged +27.8% over the next 12 months. Growth stocks often led the recovery.
Defense & Drones:
$AVAV
$KTOS
$OSS
History shows market troughs offer structural entries, with tech leading a 27.8% recovery. Smart money is front-running this curve by shifting heavily into the physical automation layer: Defense & Drones. AVAV reigns as the ultimate weapons layer powerhouse, raising its FY26 guidance up to
$2.0B on massive Switchblade backlog conversions. KTOS thrives as the premium unmanned aircraft leader, weaponizing its XQ-58A Valkyrie for key combat programs with a growing
$1.57B backlog. Meanwhile, micro-cap alpha OSS captures explosive edge AI hardware demand, securing major defense contracts for rugged data-storage and real-time inference. How are you allocating? Stacking AVAV, riding KTOS, or buying OSS? Follow my profile for daily market alpha!