>>21743773Problem is, DFEN is weighted down with random, mostly Boomer companies.
AVAV is a step in the right direction, but is the most Boomer drone company. KTOS is the other big pork player but their focus is on autonomous F-35 type drones, so a step up from what we're seeing over New Jersey.
Cost-cutting, fast growing type drone plays the next administration might throw money at are shit like RCAT, UMAC, AISP, AMPX, MOB, and MTEK.
As for LMT, even if a traditional contractor like them gets their shit together trying to enter the space: the giant stock won't budge upwards and will probably get heemed even more, since it ensures they'll lose high margin traditional business.
