Charlie BonePipe

President Trump is now investing billions into drones. He is replacing Chinese technology in military. Here's 7 companies with 10x-20x probabilty: 1. $ONDS — Iron Drone Raider → Autonomously intercepts hostile drones mid-air using a net (no jamming) → Customers: Middle East military, UAE, NATO Europe, U.S. public safety → Revenue up 555% YoY. $14.4M in defense orders in 2024 alone. 2. $AVAV — Switchblade 600 + Puma → Tube-launched kamikaze drone that destroys armored targets on impact → Customers: U.S. Army, Marine Corps, Italy MoD, NATO allies, Ukraine (via FMS) → $874M Army contract + $990M Switchblade IDIQ. Scaling to 1,200 units/month. 3. $KTOS — XQ-58A Valkyrie → High-subsonic combat drone that flies alongside F-35s as a loyal wingman → Customers: U.S. Air Force, U.S. Marine Corps, Space Force, international militaries → $231.5M Marine Corps contract + $1.45B Pentagon prime. Revenue $1.3B (+19% YoY). 4. $AVEX — Group 3 OWA UAS → 3D-printed one-way attack drone built for GPS-denied environments at scale → Customers: U.S. Air Force → $18.5M Air Force contract (May 2026). Just raised $320M in April 2026 IPO. 5. $UMAC — NDAA-compliant drone components → Not a drone maker — they're the supply chain. Motors, FPV systems, flight controllers that replace banned Chinese parts. → Customers: U.S. Army, Red Cat Holdings, DoD Blue UAS approved vendors → $12.8M Army component deal. Florida motor factory coming online. 6. $RCAT — Black Widow + FANG FPV → Soldier-portable recon drone + FPV strike drone for platoon-level ops → Customers: U.S. Army (Program of Record), NATO, Air Force Special Ops → Army acquisition target: 5,880 Black Widow units over 5 years. 7. $DPRO — Flex FPV + Commander 3XL → Tactical FPV drones deployed with active U.S. Army units — they also teach soldiers to build them in the field → Customers: U.S. Army, Dept of War units, Asia-Pacific military, Babcock International → Production scaling from $5M to $100M capacity in 2026. ♻️ RESHARE this post and write 1 comment, I'll DM you my top 2 drone companies to be bought by Trump.