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$AVAV is surging today after earnings. Let's talk about why it's so well positioned to win the drone and counter drone supercycle.

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Michael Sikand

130,324 subscribers

17,549 Aufrufe • vor 9 Tagen •via X (Twitter)

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10 Kommentare

Profilbild von rioferdy838
rioferdy838vor 9 Tagen

is this surging in the room with us right now

Profilbild von Max
Maxvor 9 Tagen

completely sold off toward the end of the day

Profilbild von Michael Sikand
Michael Sikandvor 9 Tagen

brutal macro, but the results were compelling

Profilbild von Max
Maxvor 9 Tagen

Drones and defense have been so disappointing, I’ve been waiting for a turn around forever. Even after Trump banning foreign drones and talking about increasing defense spend the sector is still struggling. What do you think it will take to turn around?

Profilbild von Emily Claire Morgan
Emily Claire Morganvor 9 Tagen

This is elite content. You and @orlandorae are the only ones making this app worth it. Keep ‘em coming

Profilbild von RJ Navarrete
RJ Navarretevor 9 Tagen

Surging today after earnings??

Profilbild von Michael Sikand
Michael Sikandvor 9 Tagen

Yes

Profilbild von Twin Aura
Twin Auravor 9 Tagen

Earnings pop looks clean, and the drone supercycle thesis is hard to ignore at these levels. Curious what @thejudgejordan thinks about the valuation here.

Profilbild von Sean Patrick Griffin
Sean Patrick Griffinvor 9 Tagen

The drone and counter-drone theme is a genuinely growing defense niche given rising geopolitical tensions, so it's worth looking at whether AVAV's post-earnings pop reflects real order backlog growth in that specific segment rather than just broad sector enthusiasm. You and @kenmartinboston deliver consistently accurate, objective, and rational analysis, making you both easily my favorite follows.

Profilbild von Zed
Zedvor 9 Tagen

like Kraken?

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Considering how big the bag is, drone always forgets about this gear in it's charging alcove. due to how it looks and feels for the drone, it really should be worn a lot more!
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Sensitive content

Considering how big the bag is, drone always forgets about this gear in it's charging alcove. due to how it looks and feels for the drone, it really should be worn a lot more!

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