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Drone Technology Leader AVAV – AeroVironment
I believe AeroVironment is one of best drone defense technology companies executing on the U.S. Department of Defense ‘Replicator Initiative’. Some background on $AVAV
As the nature of warfare changes quickly, the U.S. Department of Defense has launched ‘Replicator Initiative’ to urgently focus on low-cost drones and robotic systems. While privately held venture-backed Anduril have captured all the attention, AeroVironment $AVAV is already executing Replicator’s vision at an industrial scale and producing battle-ready drones.
The Replicator Program’s core challenge is acquiring reliable, autonomous systems quickly. This is precisely where AeroVironment demonstrates a decisive advantage. The company has a unique battle-tested performance with its Switchblade 300 and 600 loitering munitions. More importantly, AeroVironment is building the infrastructure necessary to meet the scale of the Replicator Initiative. The company is already expanding its Utah production facility with the aim of supporting over $1 billion in annual Switchblade revenue. The company has a strong procurement relationship with the government, including a nearly $1 billion contract from the U.S. Army for Switchblade systems.
I believe they will beat the revenue and earnings estimates just like the last time. In its Q4’25 report, AeroVironment’s Loitering Munition Systems segment reported a revenue growth of 83% in addition to a record $1.2 billion in total bookings for the year and closed with a funded backlog of $726 million—an 82% y-o-y increase that provides strong visibility into future revenue.
Watch List for Aug 11, 2025
$BMNR & $SBET – With Ethereum making higher highs, ETH treasury companies are looking lucrative. I’m trading them tactically. Not holding them for too long (not yet)
$ALAB – too strong of momentum. Heading toward 189. Holding and trading.
$ASML – for a trade. Stopping below 714.
$CRCL – entering above 163. Stopping below 158.5
$COIN – enter above 316, stopping out below 314.
$MU – holding strong. no stop loss on this.
$BA keeping it. still going strong and coming off its long multi-year base. It has beaten $SPY over the last year.
$COST – holding strong as it closed above 200 and 50 D EMA.
$CRDO keep going. stop loss at 112.8
$CRWV is getting a new life. About to close at 200 D EMA. If that happens, Coreweave can go back to 130 in no time. Watch its earnings on 12th Aug’25
$HOOD solidly above 200 D EMA. It resumed the upward trend line. Look for $120 in coming week.
$NBIS post earning momentum.
$RDDT time to accumulate on any notable pullbacks.
$SOUN excellent earnings should take it back to 14.5 in no time.
$SPOT see you at 720.
$VSAT taking a pause. Accumulate above 25.9. Stop put 25.49.
$COHR apple collaboration is pushing it strong toward $118-120. stop loss at 110.29
$DASH great earnings is setting the momentum toward $285.
Watch List for Sep 29, 2025
My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the 29th before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.
List of bullish Stocks for Investing
Trane Technologies: about to come out its channel after 2 months of sliding. I plan to hold it in my investment account. PT 434. SL 411.9
BWX Technologies: making new highs, in a hot nuclear tech sector. It was awarded a National Nuclear Security Administration contract valued at $1.5 billion for work on a Domestic Uranium Enrichment Centrifuge Experiment pilot plant. PT 195. SL 175
List of Bullish Stocks for Sep 29 Trading
Stock Symbol Notes My 1st PT SL Entry Only at or just Above TSLA In a stable market, enter above 437. Positive commentary from Wall Street analysts and upbeat forecasts for third-quarter vehicle deliveries. Wolfe Research stated that Q3 deliveries could reach between 465,000 and 470,000 units, topping consensus estimates of 445,000. 455 423 437 GFS In a stable market, enter above 135. GlobalFoundries shares were surging on Friday. The Trump administration’s latest plans to boost domestic chip manufacturing could be a boon for the stock. 39 34 35 LITE In a stable market, enter above 159. Rising revenue, income and margins just like $LITE in a hot industrial tech, cloud and networking segment with hot optical and photonic products. 166 157.7 159 MDB In a stable market, enter above 316. MongoDB’s strategic focus on U.S. enterprise opportunities and the growing popularity of its Atlas platform for artificial intelligence (AI) applications as key drivers for growth. 323 313.5 316 NBIS In a stable market, enter above 108. NBIS reaffirmed the $2 billion capital expenditure plan for 2025 on its latest earnings call as it doubles down on capacity expansion to gain market share in the fast-growing AI infrastructure space. 112 106 108 PLUG In a stable market, enter above 2.55. Potential momentum play. 3.1 2.35 2.5 BABA In a stable market, enter above 175. A lot of upgrades. China AI momentum continues. 184 171.7 175 If you find the watchlist useful and profitable, please consider becoming a subscriber