That’s the message I got from Rick just a few minutes ago.
And honestly, it makes sense.
We’re in a bull market where almost everything’s working. Just about every sector has had its moment.
Whether it’s nuclear, quantum, or space – all those niche growth themes have been catching flows at different stages.
But the one that’s starting to trend right now is definitely drones.
We’ve been noticing the shift. Today alone, we saw unusual options activity and elevated volume across a bunch of drone-related names. It’s clear something’s stirring.
So we built a custom Drones Index to give us a general view of the space:
It’s made up of 9 companies spanning the full drone ecosystem – from manufacturers and commercial applications to air mobility, communications, and even counter-drone tech.
Basically, if it's flying, we’ve got it covered.
Here’s a quick breakdown of the index components:
Unusual Machines $UMAC: Manufactures motors for military and FPV drones, compliant with U.S. NDAA regulations.
Red Cat Holdings $RCAT: Designs drones and software for defense and commercial use, like the FANG drone.
AgEagle Aerial Systems $UAVS: Produces drones for agriculture and surveillance, focused on mapping and data.
Draganfly $DPRO: Builds drones for public safety, agriculture, and specialized deliveries.
AeroVironment $AVAV: Leading maker of military drones like Switchblade, used in defense missions.
Ondas Holdings $ONDS: Develops wireless communication systems for industrial and military drones.
Kratos Defense & Security Solutions $KTOS: Manufactures target drones for military training with government contracts.
EHang Holdings $EH: Designs autonomous drones for air taxis and urban mobility.
DroneShield Ltd $DRSHF: Provides anti-drone technology, like DroneGun, to neutralize unauthorized drones.
As for the chart? This index is breaking out of a clean, multi-month base.
In a market where pockets of speculative capital are rotating fast, this breakout could mark the start of drones having their moment.
We’re diving into the space and working on a deep dive report now. We think there is a lot more to talk about here, and the bull market opportunity for this group of hot stocks is off the charts.
We’ve been extra busy with our industry group reports lately, so you’ll have lots to catch up on. We’re trying to make hay while the sun is shining, and it’s red-hot right now.
If you missed our industry dive on banks last week— read it here.
Make sure you check out our housing report, too— these stocks are due for a major catch-up move.
