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Dear Fellow Investor,
Did You Buy the Dips in Drone Stocks?
Back in late August, we highlighted a compelling setup in three fast-moving drone stocks — a group that was showing early signs of institutional accumulation, rising federal support, and major long-term catalysts forming simultaneously. At the time, the broader market was dealing with volatility, giving investors a rare window to step into emerging tech names at attractive levels. Now, just a few months later, that call has played out almost exactly as expected.
AeroVironment (SYM: AVAV) surged from about $240 to $278.10.
Ondas Holdings (SYM: ONDS) soared from $4.55 to $8.44.
Draganfly (SYM: DPRO) jumped from $4.25 to $7.32.
These are big, fast moves — and importantly, they’re not just one-off spikes. They represent early confirmation of a broader trend. Drone technology is becoming a centerpiece of national security, critical infrastructure, logistics, and commercial innovation. When you have strong policy tailwinds and rising geopolitical urgency — paired with companies already positioned for adoption — you tend to see powerful multiyear breakouts.
That’s why we’ve said repeatedly: long term, these drone stocks still have the potential to double or even triple. And as the policy environment continues to shift, that conviction only grows stronger.
Below are the key drivers propelling this sector, along with why the upside may only be getting started.
Washington Is Opening the Floodgates for Domestic Drone Production
The single biggest catalyst for drone stocks is the unprecedented level of federal support. The current administration’s “One Big Beautiful Bill” is shaping up to be one of the most consequential pieces of drone legislation ever passed — not because of headlines, but because of what it unlocks behind the scenes.
The bill provides:
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$33 billion in direct funding specifically targeting advanced drones, autonomous systems, and U.S. defense modernization
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Major incentives for domestic drone production
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Elimination of Chinese-made drones and components from U.S. skies
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Fast-tracked deployment for frontline military units
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A dismantling of outdated procurement and certification bottlenecks
This is not incremental policy change. It’s structural.
The bill effectively cuts years of regulatory red tape that historically slowed drone adoption — especially within the Department of Defense. Now, U.S. companies that have the ability to scale quickly, innovate rapidly, and meet military-grade requirements can finally compete at the pace Washington is demanding.
As the administration stated:
“The United States must accelerate the safe commercialization of drone technologies… scale up domestic production… and expand the export of trusted, American-manufactured drone technologies.”
That language matters. It signals not only national adoption but global export potential — a massive financial opportunity for U.S. companies.
When you consider that drone technology will eventually underpin logistics, surveillance, agriculture, emergency services, and battlefield operations, these funding levels make perfect sense. Washington sees drones as a critical technology — and the companies in this field stand to benefit immensely.
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New Defense Rules Are Expanding Market Access for U.S. Drone Companies
Policy catalyst number two is just as important: Secretary of Defense Pete Hegseth’s Unleashing U.S. Military Drone Dominance directive.
Historically, selling to the U.S. military has been one of the slowest, most bureaucratic processes in the entire government. Companies often waited years for certification, years to reach production, and years to finally deploy systems.
This new directive changes everything.
It simultaneously:
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Eases the path for American drone companies
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Expands procurement channels
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Allows smaller, innovative firms to sell directly to military buyers
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Reduces reliance on the slow-moving Blue UAS certification program
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Prioritizes Group 1 and Group 2 drones — affordable, tactical systems that many of these emerging companies specialize in
This is a massive shift.
For drone developers, it means fewer delays, faster revenue cycles, and dramatically improved chances of landing substantial military contracts. For investors, that means earlier revenue recognition, stronger cash flow trajectories, and higher valuations.
Companies like AeroVironment — already a major supplier — stand to gain. But so do smaller, fast-moving innovators like Ondas and Draganfly who can now slipstream into procurement channels that were previously blocked.
When the government removes obstacles, markets tend to reprice quickly. That’s what we’re beginning to see today.
New FAA Rules Will Unleash Commercial Drone Adoption
The third major driver isn’t military at all — it’s commercial.
U.S. Transportation Secretary Sean Duffy recently unveiled the Beyond Visual Line of Sight (BVLOS) rule, which may prove to be one of the most transformative regulatory changes in the drone industry’s history.
Today, drone operators are required to maintain visual contact with their aircraft. That rule has massively limited commercial drone operations — particularly in:
BVLOS changes all of that.
Once implemented, companies will be able to legally operate drones miles away from their pilots. That means:
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Large-scale delivery routes
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Automated inspection networks
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Continuous monitoring systems
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Fully autonomous commercial fleets
As the U.S. Department of Transportation put it, BVLOS will help:
“Safely integrate unmanned aircraft systems into the national airspace system.”
This rule is the missing piece of widespread commercial drone deployment in the U.S. And once commercial adoption takes off, demand for hardware, software, components, and flight systems will surge.
This is why long-term outlooks for drone stocks remain extremely bullish.
The Drone Boom Is Just Beginning
We’ve already seen strong price action since the dips in August. But these moves are likely just the early innings of a much larger trend.
Consider what investors are getting:
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Historic federal spending
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Major defense procurement reform
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Massive commercial rule changes
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Strategic national urgency to replace Chinese-made drones
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Rising geopolitical tensions
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Rapid improvements in battery life, sensors, and autonomy
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Expanding global export opportunities
In short, Washington is making it crystal clear: there is enormous and expanding demand for American-made drones.
For investors willing to look beyond short-term volatility, drone stocks like AVAV, ONDS, and DPRO represent some of the most compelling long-term opportunities in emerging defense and autonomous technology.
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Are there any other emerging tech stocks that you're buying right now? What other sectors of the market are you currently interested in? Hit "reply" to this email and let us know your thoughts!
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