A supply-chain shift is creating new winners in these overlooked
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[Morning Watchlist]

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Dear Fellow Investor,

A BORING, BUT PROFITABLE INVESTMENT IDEA

“Investing in drones” can sound like the definition of boring.

Drones have been around for years, and most people’s mental image is
still a consumer gadget: a camera in the sky, a buzzing hobby toy, or
a novelty delivery demo.

But the real investing story isn’t the toy aisle. It’s that drones
are quietly becoming operational infrastructure, tools that lower
costs, reduce risk, and generate better data across defense and a
growing list of commercial industries.

-------------------------

WHY THIS MARKET IS GETTING HARDER TO IGNORE

The drone market is expanding fast, but it’s important to note that
forecasts vary depending on what’s included (commercial-only vs.
total market including hardware, software, services, and defense).

Still, the growth trend is consistent. One widely cited estimate from
Fortune Business Insights projects the COMMERCIAL drone market could
grow from about $17.34 BILLION IN 2025 to about $65.25 BILLION BY
2032. A broader estimate from Grand View Research (using a wider
definition of the drone market) puts the global market at about $73.06
BILLION IN 2024, projecting it could reach about $163.60 BILLION BY
2030.

That kind of runway matters because it suggests drones are moving from
“interesting pilots” to scaled programs with real budgets behind
them.

-------------------------

_Banyan HIll Publishing_

BUFFETT, GATES AND BEZOS DUMPING STOCKS
[[link removed]]

Over the past several months, we've noticed a troubling pattern:

Warren Buffett has liquidated $6.8 billion in stocks. 

Bill Gates has sold off 500,000 shares of Microsoft. 

And Jeff Bezos filed to sell Amazon shares worth $4.8 billion. 

What is going on? 

One multi-millionaire believes they are preparing for a catastrophic
event… 

But not a crash… or a bank run… or even a recession.

He says, we’ve entered something called a “Terrifying Bull
Market.” 

Jeftovic recently revealed which corner of the market these
billionaires are favoring now and how everyday Americans can follow
their lead before it's too late.

FOR HIS FULL BRIEFING, CLICK HERE.
[[link removed]]

-------------------------

The underappreciated catalyst: a supply-chain reset

For years, Chinese manufacturers, especially DJI, have dominated
civilian drones. The Special Competitive Studies Project notes DJI
holds OVER 90% of the global consumer drone market and NEARLY 70% of
the overall drone sector. Reuters has also highlighted Western concern
that China’s dominance in drones (and related critical components)
creates strategic dependence.

That backdrop helps explain why policy is becoming a major driver of
the investment thesis.

On DECEMBER 23, 2025, the U.S. FEDERAL COMMUNICATIONS COMMISSION (FCC)
announced a ban on the sale of NEW foreign-made drone models (and
certain critical components), including those from Chinese firms DJI
and AUTEL, citing national security risks. Reporting indicates this
does not automatically ground previously authorized models already in
the field, but it can materially constrain the pipeline of new
approvals, accelerating demand for compliant “trusted”
alternatives.

For investors, this matters because procurement in defense, public
safety, and critical infrastructure tends to follow compliance rules.
If the U.S. market continues to move toward NDAA-COMPLIANT HARDWARE
and vetted supply chains, that’s a structural tailwind for U.S. and
allied manufacturers, integrators, and component suppliers.

WHERE DEMAND IS COMING FROM

Drones are not one market—they’re many markets. The most durable
opportunities tend to be “drones + data + workflow,” where the
aircraft is only part of the solution.

Key demand areas include:

*
DEFENSE AND NATIONAL SECURITY: ISR, tactical unmanned systems,
loitering munitions, and counter-drone ecosystems.

*
INDUSTRIAL INSPECTION: energy, utilities, pipelines, and renewables
(wind/solar) where drones reduce downtime and keep workers out of
hazardous environments.

*
AGRICULTURE: crop monitoring, mapping, and targeted spraying—work
that can be repeated every season.

*
PUBLIC SAFETY AND EMERGENCY MANAGEMENT: search and rescue,
firefighting assessment, disaster response, and situational awareness.

In many of these areas, the higher-margin value often sits in software
(fleet management, autonomy, analytics) and recurring services—not
just the hardware sale.

-------------------------

_Trade Algo_

A CRITICAL MESSAGE FOR TRADERS
[[link removed]]

This is a critical message for traders — 

Listen, OpenAI CEO Sam Altman recently spoke at the Axel Springer
Global Reporters Network in Berlin, where he said about jobs:

“I can easily imagine a world where 30-40% of the tasks that happen
in the economy today get done by AI in the not very distant future,”
said Altman.

The trend is becoming clear.

The future will belong to those people who understand how to work WITH
AI to accomplish their goals.

Those who don’t will likely fall behind.

TradeAlgo offers AI tools for retail investors to stay ahead of the
curve.

How?

TradeAlgo has developed a groundbreaking tech called Dark Flow AI. 

The tech uses artificial intelligence to scan through highly secretive
trades in dark pools and spot stocks with the biggest surge in
irregular volume.

This may boost traders’ odds of getting into trades just before
major price movements.
AS A BEHIND THE MARKETS READER, TRADEALGO WOULD LIKE TO OFFER YOU A
SPECIAL GIFT WHERE YOU CAN SIGN UP FOR THEIR SMS “DARK POOL
ALERTS” FOR FREE.
[[link removed]]

-------------------------

TWO WAYS TO INVEST: INDIVIDUAL NAMES OR DIVERSIFIED BASKETS

If you want targeted exposure, some investors look at individual
companies with meaningful drone or unmanned-systems revenue. Names
that often come up include:

*
AEROVIRONMENT (SYM: AVAV)

*
DRAGANFLY (SYM: DPRO)

*
L3HARRIS TECHNOLOGIES (SYM: LHX)

The upside with single stocks is precision. The downside is
concentration risk—especially for smaller firms that can be heavily
influenced by a handful of contracts, regulatory shifts, or capital
needs.

If you prefer to diversify, ETFs can be a practical way to express the
theme.

ETF: ISHARES U.S. AEROSPACE & DEFENSE ETF (SYM: ITA)

ITA is a passive ETF focused on U.S. aerospace and defense equities.
iShares describes it as providing targeted access to U.S. companies
that manufacture commercial and military aircraft and other defense
equipment, and it lists an expense ratio of 0.38%.

This is not a pure “drone ETF.” It’s a broader defense/aerospace
allocation that can benefit from many of the same forces driving
unmanned systems: defense modernization, elevated procurement, and
increased focus on autonomous platforms.

As of mid-December 2025, third-party holdings data shows ITA’s
largest positions include GE AEROSPACE (~21.35%) and RTX CORPORATION
(~16.35%), with other major defense primes and suppliers also
represented.

Why investors use ITA:

*
Broad exposure to established aerospace/defense leaders

*
Lower fee relative to active thematic funds

*
A way to participate in defense spending trends that often include
unmanned systems

ETF: ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (SYM: ARKQ)

ARKQ is an actively managed ETF built around autonomy and robotics.
ARK describes the fund as seeking long-term growth of capital by
investing primarily (at least 80% of assets) in domestic and foreign
equity securities aligned to autonomous technology and robotics
innovation.

This approach can give you more direct access to “autonomy”
beneficiaries (including drones), but it comes with a higher fee.
ARKQ’s summary prospectus lists a 0.75% management fee and 0.75%
total annual operating expenses.

ARKQ is also not a pure drone fund—its top holdings include broader
autonomy, robotics, and enabling technologies—but it does hold
meaningful drone-adjacent exposure. ARK’s published holdings data
(as of DECEMBER 19, 2025) shows:

*
KRATOS DEFENSE & SECURITY (SYM: KTOS): 6.96%

*
AEROVIRONMENT (SYM: AVAV): 3.52%

*
L3HARRIS TECHNOLOGIES (SYM: LHX): 2.61%

Why investors use ARKQ:

*
A wider autonomy/robotics thesis, with drones as one component

*
Active management that can shift as the theme evolves

*
Potentially more exposure to earlier-stage “disruptive innovation”
names (with higher volatility)

-------------------------

_Paradigm Press_

FOR THE FIRST TIME EVER, JAMES ALTUCHER – ONE OF AMERICA’S TOP
VENTURE CAPITALISTS – IS SHARING HOW ANYONE CAN GET A PRE-IPO STAKE
IN SPACEX… WITH AS LITTLE AS $100!
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[STARLINK IPO VIDEO]
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In other words, this is your first-ever chance to skip the line, and
get in BEFORE Elon Musk’s next IPO takes place.

Best of all, it couldn’t be any easier…

When you act today, you can get a pre-IPO stake right inside your
regular brokerage account, all with just $100 and a few minutes of
time.

All you need is the name and ticker symbol that James reveals for
FREE, right inside this short video.

[[CLICK HERE NOW TO VIEW.]]
[[link removed]]

-------------------------

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