DRONE WATCHLIST  

• $ONDS is about connectivity
• $TDY is about sensing & targeting
• $PLTR is about command, control & decision-making
• $UMAC is about fleet orchestration & swarm management
• $DPRO is about operations, training & real-world deployment
• $AVAV, $KTOS, $RCAT & $TXT are about airframes & mission hardware
• $ENVX is about battery tech that extends flight time & mission endurance

10 WAYS TO PLAY AMERICAN DRONE DOMINANCE ENTERING 2026

1. $ONDS builds the secure communication networks drones rely on to transmit video, data &  commands without being jammed or hacked.

2. $AVAV is the dominant U.S. military drone prime with large, long-endurance platforms used for surveillance & strike missions backed by deep Pentagon relationships.

3. $KTOS builds unmanned military systems, including attritable drones designed for high-risk combat environments that's focused on scaling low-cost deployments.

4. $DPRO provides drone operations, training & services rather than manufacturing. This is the “boots & operators” layer that enables real-world deployment.

5. $PLTR enables command, control & decision-making by fusing drone data with battlefield intelligence to coordinate missions in real time.

6. $UMAC focuses on software that allows multiple drones to be managed, coordinated & controlled together. This is the “fleet manager” layer that turns individual drones into organized fleets.

7. $RCAT designs & sells rugged, short-range tactical drones used by military units, police & emergency responders. Think boots-on-the-ground hardware for real-world operations.

8. $ENVX develops advanced batteries that increase drone flight time, payload capacity & reliability directly improving mission endurance.

9. $TDY supplies high-end sensors, imaging & electronic systems that drones use to see, track & identify targets. This is the intelligence layer that turns drones into decision-making tools.

10. $TXT represents legacy drone manufacturing with real deployment history, building proven platforms like Shadow & Aerosonde & maintaining entrenched DoD relationships tied to tactical ISR missions.

2025 Performance:

#Silver: 130%
#Gold: 65%
#Copper: 35%
Nasdaq: 20%
S&P 500: 16%
Russell 2000: 13%
#BTC: -6%
#ETH: -12%
Altcoins: -42%

The crypto market is now officially the worst-performing asset in 2025.

The latest Dallas Fed Energy Survey shows oil and gas executives expect Henry Hub natural gas prices to rise steadily over time, reflecting growing LNG export demand, AI/data center power needs, and moderate supply growth.

In 6 months (mid-2026): $3.99/MMBtu close to current levels after post-winter normalization.

In 1 year (end-2026): $4.30/MMBtu
In 2 years (end-2027): $4.57/MMBtu
In 5 years (end-2030): $5.00/MMBtu

#NaturalGas #HenryHub #Energy #LNG #Forecast

The odds of a January rate cut have fallen to just 22% 🚨

China's trade machine in 2025:

A staggering $1 TRILLION net surplus

Top surpluses with:
Hong Kong: +$272B
EU: +$267B
USA: +$257B
ASEAN: +$245B
India: +$105B

Deficits mostly with resource exporters:
Taiwan: -$133B
Australia: -$48B
South Korea: -$37B

#China #Trade #Economy #TradeWar #Surplus #Investing

Who’s building the world’s gas turbine capacity right now?

Top OEMs by pipeline (GW):

GE Vernova – ~55 GW (dominant leader)
Siemens Energy – ~45 GW
Mitsubishi Power – ~25 GW
DEC (Dongfang) – ~20 GW
Ansaldo Energia – ~15 GW
GESAT + others rounding out the rest

Natural gas turbines are booming driven by power demand, LNG growth, AI data centers, and flexible backup for renewables.

US & German tech still lead, but China is rising fast.

#GasTurbines #Energy #NaturalGas #PowerGeneration #GE #Siemens #Investing #LNG