It’s all about the speculative groups. The riskier the better these days. So, we’re watching these themes closely.
And we think the next basket of hot stocks is drone technology.
The leaders are already lifting off.
What started as a niche and futuristic story is now becoming a reality — and it spans across industry, from agriculture and logistics to energy and infrastructure.
As adoption spreads and the technology improves, applications will expand and the total addressable market will grow.
This has the potential to be a mega trend of tomorrow- and that’s exactly what investors are looking for today. Whether it pans out or not is less important.
Momentum is building and we’re seeing all the early evidence of a fresh trend taking shape.
Across the board, stocks tied to this theme are breaking out.
To get a clearer view of the aggregate performance, we built a custom Drones Index, tracking key players across the industry.
Price is now breaking out of a massive multi-month base — just what we want to see from an emerging growth trend.
When money rotates, it tends to move through groups like this all at once. And right now, drones are up to bat.
These are high-beta, small-cap, growth-oriented stocks. Equities of the longest duration. The kind that thrive when risk appetite is strong.
And judging by the way these names are acting, this move is just getting started.
Plenty of large aerospace and defense giants produce drones, but here we’re focusing on the pureplays. The ones with true exposure.
Let’s get into our favorites. I’m buying all of these right now.
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