Dec. 19 at 5:25 PM
$UMAC
$AVAV $ONDS $UMAC $WRAP
As of December 19, 2025, the FY2026 NDAA was signed into law yesterday (December 18) by President Trump quietly with no fanfare. The bill authorizes funding and sets policies (e.g., expanded counter-UAS authorities, unified task forces, and emphasis on domestic/NDAA-compliant drone production), but actual appropriations, solicitations, and awards typically follow in the coming months via the separate defense appropriations process and DoD procurement cycles. No new DoD contracts, RFIs, or RFPs specifically linked to the signing have been announced yet. However, the NDAA reinforces ongoing initiatives like Drone Dominance (aiming for mass production of small UAS and counter-UAS) and Blue UAS compliance, which are driving momentum in the sector.Potential Beneficiaries Among the Mentioned StocksThese companies focus on NDAA-compliant/U.S.-made drones, components, or counter-UAS tech, positioning them well for future opportunities
https://x.com/terrellcamp/status/2002066980845854847?s=20