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← @ckcapitalxx

$AVAV

BULLISH2026-08-14
Price around the call
↑ 2026-08-14
By horizonMaturing · ~3 trading days to go
1d
✗ -3.2%
5d
✗ -17.0%
21d
…
Original post
CK Capital · 2026-08-14

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.

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