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Dear Fellow Investor,

Did You Buy the Dips in Drone Stocks?

Back in late August, we highlighted a compelling setup in three fast-moving drone stocks — a group that was showing early signs of institutional accumulation, rising federal support, and major long-term catalysts forming simultaneously. At the time, the broader market was dealing with volatility, giving investors a rare window to step into emerging tech names at attractive levels. Now, just a few months later, that call has played out almost exactly as expected.

AeroVironment (SYM: AVAV) surged from about $240 to $278.10.
Ondas Holdings (SYM: ONDS) soared from $4.55 to $8.44.
Draganfly (SYM: DPRO) jumped from $4.25 to $7.32.

These are big, fast moves — and importantly, they’re not just one-off spikes. They represent early confirmation of a broader trend. Drone technology is becoming a centerpiece of national security, critical infrastructure, logistics, and commercial innovation. When you have strong policy tailwinds and rising geopolitical urgency — paired with companies already positioned for adoption — you tend to see powerful multiyear breakouts.

That’s why we’ve said repeatedly: long term, these drone stocks still have the potential to double or even triple. And as the policy environment continues to shift, that conviction only grows stronger.

Below are the key drivers propelling this sector, along with why the upside may only be getting started.

Washington Is Opening the Floodgates for Domestic Drone Production

The single biggest catalyst for drone stocks is the unprecedented level of federal support. The current administration’s “One Big Beautiful Bill” is shaping up to be one of the most consequential pieces of drone legislation ever passed — not because of headlines, but because of what it unlocks behind the scenes.

The bill provides:

$33 billion in direct funding specifically targeting advanced drones, autonomous systems, and U.S. defense modernization
Major incentives for domestic drone production
Elimination of Chinese-made drones and components from U.S. skies
Fast-tracked deployment for frontline military units
A dismantling of outdated procurement and certification bottlenecks

This is not incremental policy change. It’s structural.

The bill effectively cuts years of regulatory red tape that historically slowed drone adoption — especially within the Department of Defense. Now, U.S. companies that have the ability to scale quickly, innovate rapidly, and meet military-grade requirements can finally compete at the pace Washington is demanding.

As the administration stated:

“The United States must accelerate the safe commercialization of drone technologies… scale up domestic production… and expand the export of trusted, American-manufactured drone technologies.”

That language matters. It signals not only national adoption but global export potential — a massive financial opportunity for U.S. companies.

When you consider that drone technology will eventually underpin logistics, surveillance, agriculture, emergency services, and battlefield operations, these funding levels make perfect sense. Washington sees drones as a critical technology — and the companies in this field stand to benefit immensely.

Edge on the Street

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The team behind this Nevada gold miner has built billion-dollar gold companies before-and they're at it again. Drilling is already underway on a 27-square-mile land package, with nearly 2M ounces already defined... with more to come.

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Meet the pros leading what could be gold's next breakout story.

New Defense Rules Are Expanding Market Access for U.S. Drone Companies

Policy catalyst number two is just as important: Secretary of Defense Pete Hegseth’s Unleashing U.S. Military Drone Dominance directive.

Historically, selling to the U.S. military has been one of the slowest, most bureaucratic processes in the entire government. Companies often waited years for certification, years to reach production, and years to finally deploy systems.

This new directive changes everything.

It simultaneously:

Eases the path for American drone companies
Expands procurement channels
Allows smaller, innovative firms to sell directly to military buyers
Reduces reliance on the slow-moving Blue UAS certification program
Prioritizes Group 1 and Group 2 drones — affordable, tactical systems that many of these emerging companies specialize in

This is a massive shift.

For drone developers, it means fewer delays, faster revenue cycles, and dramatically improved chances of landing substantial military contracts. For investors, that means earlier revenue recognition, stronger cash flow trajectories, and higher valuations.

Companies like AeroVironment — already a major supplier — stand to gain. But so do smaller, fast-moving innovators like Ondas and Draganfly who can now slipstream into procurement channels that were previously blocked.

When the government removes obstacles, markets tend to reprice quickly. That’s what we’re beginning to see today.

Why is this "Hidden" Stock so Important to the US Government?

After blocking a $40B buyout from NVIDIA, the U.S. quietly let this chip firm IPO.

Why?

Because it's now seen as a national security asset - and a critical AI supplier.

As tensions with China rise, its value to the West is skyrocketing.

Click here to learn more before this stock explodes >>>

New FAA Rules Will Unleash Commercial Drone Adoption

The third major driver isn’t military at all — it’s commercial.

U.S. Transportation Secretary Sean Duffy recently unveiled the Beyond Visual Line of Sight (BVLOS) rule, which may prove to be one of the most transformative regulatory changes in the drone industry’s history.

Today, drone operators are required to maintain visual contact with their aircraft. That rule has massively limited commercial drone operations — particularly in:

Delivery and logistics
Infrastructure inspection
Utility grid monitoring
Pipeline surveillance
Agricultural mapping
Emergency response

BVLOS changes all of that.

Once implemented, companies will be able to legally operate drones miles away from their pilots. That means:

Large-scale delivery routes
Automated inspection networks
Continuous monitoring systems
Fully autonomous commercial fleets

As the U.S. Department of Transportation put it, BVLOS will help:

“Safely integrate unmanned aircraft systems into the national airspace system.”

This rule is the missing piece of widespread commercial drone deployment in the U.S. And once commercial adoption takes off, demand for hardware, software, components, and flight systems will surge.

This is why long-term outlooks for drone stocks remain extremely bullish.

The Drone Boom Is Just Beginning

We’ve already seen strong price action since the dips in August. But these moves are likely just the early innings of a much larger trend.

Consider what investors are getting:

Historic federal spending
Major defense procurement reform
Massive commercial rule changes
Strategic national urgency to replace Chinese-made drones
Rising geopolitical tensions
Rapid improvements in battery life, sensors, and autonomy
Expanding global export opportunities

In short, Washington is making it crystal clear: there is enormous and expanding demand for American-made drones.

For investors willing to look beyond short-term volatility, drone stocks like AVAV, ONDS, and DPRO represent some of the most compelling long-term opportunities in emerging defense and autonomous technology.

Huge Alerts

See Why USAU Dominates the U.S. Junior Mining Scene…

AS GOLD NEARS ALL-TIME HIGHS AND U.S. MINERAL POLICY SHIFTS, U.S. GOLD CORP. (NASDAQ: USAU) EMERGES AS A STANDOUT AMERICAN JUNIOR MINER THAT MAY BE READY FOR TAKEOFF!

Amid a powerful commodities rally and shifting U.S. energy policy, U.S. Gold Corp. (NASDAQ: USAU) is quickly gaining traction as one of the most promising domestic names in gold and copper development.

The company’s CK Gold Project in southeast Wyoming—an advanced-stage, fully permitted gold-copper deposit—is moving toward construction in 2026, positioning USAU to become a near-term U.S. producer of both precious and industrial metals.

The project boasts 1.44 million gold-equivalent ounces in proven and probable reserves, supported by robust economics and a streamlined regulatory path requiring no federal approvals. Recent strategic land acquisitions, including a new 10-acre parcel for employee operations and logistics, reflect a disciplined approach to growth and community integration.

Beyond CK Gold, USAU’s exploration properties at Keystone in Nevada and Challis in Idaho offer investors exposure to some of the most prospective mining jurisdictions in the nation—blending near-term production potential with long-term discovery upside.

At the same time, U.S. policymakers are pushing aggressively to secure domestic supplies of critical minerals, driving capital and attention toward homegrown producers. This alignment of national strategy and market conditions places U.S. Gold Corp. in a uniquely advantageous position.

Gold’s recent surge past $4,300 an ounce highlights investor demand for tangible stores of value, while copper’s growing scarcity underscores its essential role in the green-energy economy. Few companies embody this dual-commodity leverage as cleanly as USAU.

With strong analyst confidence, a leadership team focused on responsible development, and full alignment with America’s resource independence goals, U.S. Gold Corp. represents one of the most compelling opportunities in the small-cap mining sector today.

Learn why USAU is positioned to shine as gold and copper power America’s next mining boom.

Are there any other emerging tech stocks that you're buying right now? What other sectors of the market are you currently interested in? Hit "reply" to this email and let us know your thoughts!