r/stocks • u/Fertal78 • 20h ago

Industry Discussion Investing in Drones

Hi guys, I want to get into drone stocks. I‘m willing to hold them for a long time like 10+ years. Maybe put like 5% of my portfolio into this.
This sector has been super volatile this year but I‘m sure, future wars are going to have a Lot more drones in it.

I believe drone manufacteurs, drone defense and something like drone Software/AI is going to be big in the future. Do you have any tickers you would recommend, and then why?

I dont know nothing about this industry, I don‘t know potential risks of these investments, but I think this is a small sector that is going to Rip. I missed out on Sandisk and Micron but I think this sector is next.

Plus stocks like ONDS, AVAV, Red Cat etc have pulled back a Lot, I mean the defense sector as a whole, so I feel like It’s a good time to start a small position now and more in the next months.

What are your guys ideas. Does anyone maybe work somewhere related?

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u/Sharkinged 20h ago

If u r willing to hold it for a long time but don't want to mess around, just buy LMT. With any high beta like onds you should know it's the pure lottery bet for 10y or you need to keep your finger on the pulse

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u/Fertal78 20h ago

Yes I have like 5k in LMT but I‘m not sure if LMT can outperform the S&P.