AVAV

The twist in the American drone: a new combat model and opportunities

An in-depth analysis of a new American attack drone, its implications for the modern combat model, and investment opportunities in drone and satellite communication companies.

By the SpyStocks desk Β· 5mo ago Β· 3 min read

Friends! Watch the attached video before reading. This is important!

In this post, we will twist your thinking.

You are going to learn a huge lesson, so pay full attention to it.

What does the world see in the video?

And what do we see in the video?

In the attached video, which went viral within minutes, a suicide drone that crashed in Kuwait is seen?

That's what everyone sees...

But what do we see?

The twist.

It's not Iranian

It's not Chinese

It's not Russian

It's not Ukrainian

It's American!

This is an American LUCAS attack drone, which was designed with rather horrifying precision based on the Iranian Shahed 136 model.

This is the first offensive campaign in which the United States operates an active offensive drone array.

And this symbolizes the profound change undergoing the modern combat model, which we frequently write about!

Drones in military service

In this sector, we have already written to you about the watchlist

$AVAV 🚁 $ONDS 🚁 $PLTR 🚁 $DPRO 🚁 $ACHR 🚁 $RCAT 🚁 $UMAC 🚁 $PDYN 🚁 $KTOS 🚁

But that's not all!

Whoever looked closely might have noticed...

In the video, for a few moments, one can observe very unique equipment mounted on the drone.

A Starlink antenna

This antenna, which connects the drone to the operating system via satellite communication, symbolizes the next stage in the new era of warfare.

Small and inexpensive drones, with a secure satellite communication connection.

This is not a new invention.

The first to connect drones to Starlink satellites were the Russians.

Their move forced Elon Musk to disconnect them from the network, which led to a sharp decline in Russian offensive capability.

And this takes us to the sector called 'satellite communication', and of course to the upcoming IPO of SpaceX, whose IPO valuation has already reached $1.75 trillion.

In this sector, we are also following $ASTS, which just last week received a military contract worth $30,000,000.

The timing of the contract around the campaign in Iran raises many questions: Is $ASTS expected to deploy its technology in the current campaign?

The cost of connecting an external Starlink antenna to a drone versus the cost of ASTS's connection without special hardware is significant, especially when dealing with tens of thousands of units.

Also, the strange complexity we see in the video, that the antenna is mounted on the outside of the drone, shows that Starlink's systems are not yet system-level adapted for drone operations.

ASTS's technological capability to connect satellite communication even to a simple phone, could be the solution?

We are monitoring, we will continue to update.

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