AVAV
3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by Invest Like the Best 2mo ago
LONG1mo ago
“no sensor is perfect, right? … the fusion, the ability to fuse all that together into a coherent picture and also adapt to new sensors means that we can stop…”TBPN · Russell Smith
Multi-sensor fusion is the C-UAS moat; fielded pure-plays with fusion win the contract wave to a $20B market.
AVAVLONG@ $168.19
$150.11-10.75%
since call Jun 16
LONG2mo ago
“the procurement curve is moving away from humans as the first deployed unit and toward drones, autonomous systems, sensors, and robotic persistence.”The Ascent · happyprofit
Drone and autonomous weapons makers win as procurement shifts from human soldiers to autonomy
AVAVLONG@ $205.27
$150.11-26.87%
since call May 30
LONG2mo ago
“Drones became commercially viable and cheap. And by virtue of that became a new article of war because they were so inexpensive. It's the cost of losing one…”Invest Like the Best
Commercial drone tech iterates faster than markets; cheap drones become decisive war mass.
AVAVLONG@ $177.62
$150.11-15.49%
since call May 26