Combat drones, presidential order, and a global turning point:
Is the drone revolution taking off?
Last week, the world crossed the threshold into a new era — an era where smart, deadly, and cheap drones are changing the rules of the game, not only on the battlefield but also in industry, commerce, and civilian skies.
The latest Ukrainian attack using FPV drones deep into Russian territory was not just another tactical attack.
It was a clear statement:
Air power no longer belongs only to countries with heavy air forces.
It is now also in the hands of soldiers with a VR helmet and a drone costing a few hundred dollars.
Strategic bombers worth hundreds of millions of dollars are being smashed to pieces – all with the help of available, simple, and amazingly efficient technology.
A global turning point?
While Russia fumbles in the dark and countries re-evaluate their defense strategies, the United States responds with an unprecedented move:
A new presidential order signed by President Trump last week calls for the establishment of a national pilot program to take the drone sector to the next level
– with a focus on eVTOL (electric vertical takeoff and landing) aircraft, cargo transport, rapid medical response, and the legal and safe integration of drones into American skies.
At least five projects will be selected - does America intend to dominate the digital air as well?
The stocks leading the drone revolution in the US
1. $ACHR – Archer Aviation
The company develops electric air taxis with the goal of making urban transportation quiet, clean, and fast - in addition, it announced a military drone project in cooperation with Palantir.
2. $JOBY – Joby Aviation
One of the first eVTOL companies to achieve advanced flight permits from the FAA.
They present a clear vision of autonomous air taxis with unique technology.
3. $PDYN – Parry Dynamics
A lesser-known player, but with significant developments in advanced mechanical systems for autonomous aviation systems - its name is starting to come up among defense manufacturers.
4. $PLTR – Palantir Technologies
Palantir may not develop drones – but it is certainly responsible for the brains behind them.
Palantir's artificial intelligence and analytics systems are currently integrated into real-time Ukrainian combat.
– The latest attack in Russia also used artificial intelligence to pinpoint hits - is this also Palantir's technology?
5. $RCAT – Red Cat Holdings
A company that develops advanced tactical drones for armies, with an emphasis on FPV and autonomous combat in urban areas - it has close business ties with US special forces.
6. $BLDE – Blade Air Mobility
Primarily a platform for operating air transportation – but is in the process of integration with eVTOL technologies and future commercial operation of semi-manned drones.
Additional tickers in the industry $UMAC $EVTL $AVAV
While FPV drones sow precise destruction in the heart of the enemy, America is building the future – and we wonder - which of these companies will join?