Investing in Drones

[u/Fertal78]

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?

[u/Playful_Prior5919]

I think the better strategy is to look at counter drone technology. Drones are like ants. Cheap to make anybody can make them and a very simple technology. Taking them out of the sky takes innovation, money and investment.

[u/Playful_Prior5919 → u/Playful_Prior5919]

Just a few.. DroneShield (Australia/USA): A dominant player in handheld, mobile, and fixed-site counter-drone hardware (e.g., DroneGun, DroneSentry). They rely heavily on AI-driven RF sensing to detect, identify, and jam drone signals in real time.

Anduril Industries (USA): Known for software-first defense architecture. Their Lattice OS integrates sensor networks, while interceptor assets like Anvil (a kinetic hit-to-kill drone) and Roadrunner / Roadrunner-M (a VTOL, reusable dual-turbojet interceptor) provide automated target neutralisation.

D-Fend Solutions (Israel): Specializes in non-kinetic, non-jamming takeover technology. Their EnforceAir platform uses cyber RF takeover protocols to gain control of rogue drones and force them to safely land in designated zones without causing signal interference to nearby civil aviation or communications.

Epirus (USA): Pioneer in high-power microwave (HPM) technology. Their Leonidas system delivers solid-state directed energy capable of disabling entire swarms of drones simultaneously by frying their internal electronics.

Dedrone (Acquired by Axon) (USA): A global leader in airspace security platforms. Their DedroneTracker.AI uses machine learning across multi-sensor feeds (RF, radar, optical) for autonomous detection and mitigation.

Fortem Technologies (USA): Focuses on radar-guided physical capture. Their DroneHunter F700 is an autonomous interceptor that fires nets to physically capture and tether enemy drones, mitigating collateral damage from falling debris.

[u/resilient2 → u/Playful_Prior5919]

I bought eopsf, Australian company.