The Drone Industry Isn't Just About Drone Manufacturers"
Most investors look for the next DJI, but the real winners may be the companies supplying the chips, AI, cameras, and networking that every future drone will need.
My watchlist:
$AeroVironment(AVAV)$ – Pure drone exposure
$Ambarella(AMBA)$ – AI vision systems
$NVIDIA(NVDA)$ – Autonomous intelligence
$Qualcomm(QCOM)$ – Edge AI and communications
$Red Cat Holdings Inc.(RCAT)$ Military and Government
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