ONDS leads drone defense startups in key metrics; recommended as the primary entry point for this sub-sector despite high risk/high reward profile.
Bullish
“Axon's Biggest Rival Might Be the Better Value”
Chip Stock InvestorPublished Sep 29 · 2 passages
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Drone technology is still very definitely an aerospace and defense initiative, and there are some newer startups in addition to the bigger ones, AeroVironment and Kratos Defense, there are these startups that are actually starting to generate some revenue, Ondas, Red Cat, Unusual Machines, perhaps a separate industry stock list and a separate video at some point in the near future.
These stocks have sold off a little bit. Very high risk, possible high reward. Ondas on the left, you can see most of these metrics, that are preloaded here, is leading these startups.
That's where we'd start if you're looking at a drone defense startup.
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2026-09-29BullishThis one
Drone technology is still very definitely an aerospace and defense initiative, and there are some newer startups in addition to the bigger ones, AeroVironment and Kratos Defense, there are these startups that are actually starting to generate some revenue, Ondas, Red Cat, Unusual Machines, perhaps a separate industry stock list and a separate video at some point in the near future.