Drone Summer: DD for $UMAC, $AIRO, & $KTOS & Quick Recap

The Smelly Alcoholic Man From Fox Says that the DoD is buying DRONES. Drone Summer is upon us -- What Should we Buy? UMAC, KTOS, & AIRO (plus RCAT & DPRO)

You Know What I Did This Summer

Drone Summer is in full swing. I don’t have much time on my hands, so this is going to be a quick DD. Quick recap on the last week— my port is doing very well. Made a killing on CLBR 0.00%↑ (now $PEW ) — I still have 10 shares, but I’m pretty much out. A lot of people got burned badly. Not me, however, I took profits early, as always, and it paid off. HURA 0.00%↑ has also been making me a consistent $300+ a week just scalping (loading heavily ATM under $2.3 and selling around $2.35-$2.5). It’s been a good few weeks. For anyone not aware, I’ve been posting pretty much all my moves on AfterHour (it’s a stock trading app) under The_Golden_Calf. I’ve also just been buying random shit— yesterday I loaded up GAP 0.00%↑, some UNH 0.00%↑ under $300, TEM 0.00%↑ , SBET 0.00%↑ , whatever — just a lot of random shit for short-term trades. The market’s hot, let’s keep it moving. Out of everything by Friday. Money moves baby.

Drone Summer? Why?

Cursed AI Image Generated By The Golden Calf From Gemini

Welcome to Drone Summer. Let’s make some money. Pete Hegseth, Trump’s Secretary of Defense, kicked off Drone Summer with his statement, "Drones are the biggest battlefield innovation in a generation, accounting for most of this year's casualties in Ukraine. Our adversaries collectively produce millions of cheap drones each year." The three primary goals of this agenda, according to Defense.gov are to:

1. Prioritize the purchase of American-made drones and parts with the help of private capital

2. Arm combat units with low-cost drones made by America's world-leading engineers and artificial intelligence experts

3. Train with drones in realistic battlefield scenarios, led by leaders who are not risk-averse.

On June 6, 2025, Donald Trump doubled down on the Drone Summer theme by signing an executive order called Unleashing American Drone Dominance, which essentially has the same three primary goals, just laid out in a lot more words.

Welcome to Drone Summer, now let’s make some money.

UMAC

$UMAC Investor Presentation Title Card taken from Lexamples

On July 14, Unusual Machines Inc. (UMAC) filed a Prospectus 424B5, or an offering, to issue 5 million shares at $9.70. This offers us a clear price floor, at least in the short term. This raised about $44.9 million, leaving them with a ton of cash on hand. Further still, recently UMAC 0.00%↑ has been extremely volatile, offering lots of quick scalping opportunities, I love it. UMAC 0.00%↑ is also based in Florida, with shareholders including Donald Trump Jr. (with about 331k reported shares), who also serves on the advisory board.

Specific catalysts include: earnings call on August 13, integrating Aloft (Rotor Lab) , shipping its first drones in September 2025, and the Pentagon creating new contracts, which will pump revenue and the stock price for Drone Summer.

KTOS

Kratos Defense & Security Solutions (KTOS) is an old and gold classic. It’s a defense company that’s been around since 1999. Over the past handful of years, KTOS 0.00%↑ has begun pivoting into drone production, launching the XQ-58 Valkyrie in partnership with Airbus ($EADSY). This is probably the safest bet on the list with a long history of contracts with the Pentagon and current contracts with the Marine Corps (for ~$59 million). They forecast ~$350 million of contracts from the Pentagon by 2026. On July 16 KTOS 0.00%↑ also recently announced a contract to equip the German Air Force with Valkyrie Drones by 2029. KTOS 0.00%↑ also boasts having an End-to-End 5G NTN network, which allows their drones the be operated from anywhere in the world, which is pretty amazing. They could also pivot into selling 5G services for defence or even commercial use.

Specific catalysts include: Earnings on August 6 is the only one that I could find worth mentioning during my quick search. I’m sure there will be news soon.

AIRO

RQ-35 Heidrun Drone from Defense Industry Europe

AIRO 0.00%↑ is the new kid on the block, becoming a publicly traded stock last month on June 13, 2025, IPOing at $10. AIRO 0.00%↑ carries Ai-enabled RQ‑35 Heidrun drones. AIRO 0.00%↑ has a few ongoing contracts with the DoD, giving them some legitimacy in the space. The notable contracts include a Combat Air Force Training Contract (~$5.7 billion) and a Naval Special Warfare Contract (~$30 million+).

Specific catalysts include: On July 22, AIRO 0.00%↑ will participate in an Avionics Segment Press Conference, opening a large drone production facility in late 2025 (date hasn’t been set). A few further out catalysts include participating in the Paris Airshow on June 16-22 2026, DoD certification for Sky-Watch by December 2025, which allows them to create further contracts with the DoD (if it goes through, it should), the eVTOL/Hybrid Drone Developments (expected to be completed in 2027 but no firm date has been set), and further contracts and sucessful training missions.

Other drone names include RCAT 0.00%↑ and DPRO 0.00%↑ which both seem interesting, I just don’t have time to do DD on them. It doesn’t really matter — buy, buy, buy.

What’s the plot?

Just buy-buy-buy. Buy them all. I think KTOS 0.00%↑ has the best chance of securing the most contracts, but AIRO 0.00%↑ has the most room to move potentially. AIRO 0.00%↑ is also at a really good price. At the same time, UMAC 0.00%↑ has DJT Jr. on the board, so that should help them secure contracts. They all seem good, and have different pros and cons. DPRO 0.00%↑ also seems really interesting (more-so that RCAT 0.00%↑ imo, but honestly it’s mostly vibes and scanning headlines), but it’s up so much, it needs to cool down.

HAGS <3

Thanks for reading! Sorry, it was brief. I’ve been SO BUSY. My DD next week will be back to normal. I’ll be doing BULL 0.00%↑ which seems like a great buy with HOOD 0.00%↑ going crazy. Have a great rest of your week and stay blessed.

This is not financial advice; this is spiritual advice. Think twice before you roll the dice.