Trump just signed 100% tariffs on imported drones. This is the largest forced import substitution the drone industry has ever seen, and it takes effect September 3. Five names positioned for it. 1/ $AVAV - the incumbent Largest US small drone maker. Switchblade loitering munitions are the Pentagon default, and they just won a $400M Army contract for Locust laser counter drone systems, the first production scale directed energy award. Domestic manufacturing already at scale. Nothing to reshore because it never left.
View on X ↗