Defense modernization + airspace reform = a powerful setup. ͏ ͏
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These 3 Drone Stocks Could Fly to Higher Highs
We’ve been pounding the table over drone stocks for months and the
market has started to agree.
Back in late August, we highlighted opportunities in three red-hot
names:
*
AeroVironment (SYM: AVAV), which surged from the mid-$200s to the
high-$200s
*
Ondas Holdings (SYM: ONDS), which more than doubled off its lows
*
Draganfly (SYM: DPRO), which posted a sharp, momentum-driven move
Those were big runs but we think they may prove to be only the early
innings of a much larger cycle.
Why? Because drones aren’t a “cool tech trend” anymore.
They’re quickly becoming core infrastructure for (1) modern defense
and deterrence, (2) border and critical-infrastructure security, and
(3) commercial operations ranging from inspection to emergency
response to logistics. And at the policy level, Washington is now
signaling that it wants the United States to lead the global drone
economy, not follow it.
That’s the setup for a multi-year demand tailwind that can turn the
right drone companies into genuine growth stories.
-------------------------
THE DRONE BOOM IS BEING PULLED FORWARD BY POLICY (NOT JUST HYPE)
A major reason we’re constructive here is that the current
administration’s posture is unusually explicit: accelerate
deployment, scale domestic supply, and clear regulatory bottlenecks
that have historically slowed adoption.
1) “Unleashing American Drone Dominance” is a direct catalyst for
commercialization.
In June 2025, the White House issued an executive order focused on
accelerating safe commercialization, expanding routine drone
operations, scaling U.S.-based production, and boosting exports of
“trusted, American-manufactured” drone technologies. In plain
English: the administration wants drones to become normal - and wants
American companies to be the primary beneficiaries.
Crucially, the same order puts emphasis on Beyond Visual Line of Sight
(BVLOS), the single biggest unlock for commercial scale. If drones
must stay within an operator’s visual range, the market remains
niche. If BVLOS becomes routine under a clear regulatory framework,
the market expands dramatically.
2) The Pentagon is explicitly pushing speed, scale, and “Buy
American.”
In July 2025, Defense Secretary Pete Hegseth issued a directive aimed
at accelerating procurement and fielding of drone systems - especially
affordable, widely deployable platforms. The theme is clear: reduce
bureaucratic drag, approve more U.S. products for purchase, and push
capability down to frontline units faster than traditional defense
procurement cycles allow.
That matters because the “drone era” isn’t about a handful of
exquisite systems. It’s about quantity, iteration speed, and
production capacity - and that plays directly into the strengths of
certain U.S. drone manufacturers.
-------------------------
_Huge Alerts_
BSEM KEEPS DOING WHAT MOST MEDTECH CAN’T — PROFIT
[[link removed]]
[BSEM] [[link removed]]IS BSEM ABOUT TO OUTGROW
THE OTC? PROFITABLE EXECUTION, BREAKTHROUGH CLINICAL DATA, AND A
$25.50 ANALYST TARGET SUGGEST A MAJOR RE-RATE COULD BE COMING!
BioStem Technologies (BSEM) continues to separate itself from the
noise in MedTech by delivering real earnings power.
In Q3 2025, the company reported $2.7 million in adjusted EBITDA—its
seventh straight profitable quarter—while maintaining strong margins
and a solid cash position.
Even with pricing pressure across the wound-care industry, BSEM’s
vertically integrated, GMP-compliant platform has allowed it to grow
volume, protect profitability, and invest in long-term expansion.
The real potential upside lies in BioStem’s clinical and market
momentum. BioREtain® allografts have demonstrated superior
wound-closure outcomes in peer-reviewed trials, targeting a global
wound-care market measured in the tens of billions.
With new access points through federal programs, state Medicaid, and
hospitals—and a planned Nasdaq uplisting in 2026—BSEM is building
the foundation for institutional adoption and accelerated growth.
Analysts are already taking notice with a $25.50 price target that
implies meaningful upside from current levels.
DISCOVER WHY BSEM IS EMERGING AS ONE OF THE MOST COMPELLING PROFITABLE
MEDTECH STORIES IN 2026 [[link removed]]
-------------------------
3) Funding is lining up behind modernization priorities.
The administration’s broader legislative and budget posture is
increasingly supportive of defense modernization. For example, the One
Big Beautiful Bill Act (H.R. 1 / P.L. 119-21) established substantial
FY2025 defense funding across key modernization buckets. Among other
items, it included dedicated categories for munitions and supply chain
resiliency and for scaling low-cost weapons into production, exactly
the kind of framing that tends to support drones, autonomous systems,
and attritable platforms.
Even when legislation doesn’t name a specific company, it often
creates the “budget gravity” that pulls programs forward - and
when procurement is being streamlined at the same time, the
translation from appropriations to orders can happen faster.
4) BVLOS rulemaking is moving from “pilot programs” to “default
operations.”
In August 2025, U.S. Transportation Secretary Sean Duffy unveiled a
proposed BVLOS rule designed to safely integrate unmanned aircraft
systems into the National Airspace System, reducing the need for
one-off waivers and exemptions that have historically slowed adoption.
This is not a small deal. BVLOS is the difference between:
*
A drone that can inspect a single site
and
*
A drone network that can monitor pipelines, borders, utilities, rail
lines, and large industrial campuses continuously.
5) Security policy is tilting demand away from foreign-made systems.
Another accelerant is the ongoing shift toward restricting or
discouraging foreign-made drones and components in sensitive use
cases. In late 2025, the FCC announced a ban on the sale of new
foreign-made drones (including certain Chinese manufacturers), citing
national security risks. That type of policy pressure can rapidly
re-route procurement toward U.S.-aligned suppliers; particularly
across government, public safety, and critical infrastructure.
Put it all together and the message is straightforward: demand is
real, regulatory friction is being reduced, and policy incentives are
skewing toward domestic providers.
That’s why we believe the best-positioned drone stocks could still
have substantial upside.
-------------------------
_Banyan Hill Publishing_
BUFFETT, GATES AND BEZOS QUIETLY DUMPING STOCKS—HERE'S WHY
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The world's wealthiest individuals are making huge moves with their
money.
Warren Buffett just liquidated billions of shares. Bill Gates sold
500,000 shares of Microsoft. 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, bank run, or recession.
It’s something we haven’t seen in America for more than a century.
FOR THE FULL STORY, CLICK HERE.
[[link removed]]
-------------------------
THE 3 DRONE STOCKS WE’RE WATCHING
COMPANY: AEROVIRONMENT (SYM: AVAV)
THE ESTABLISHED LEADER WITH REAL DEFENSE PULL-THROUGH
AeroVironment is one of the most recognizable U.S. names in small
drones and loitering munitions, with platforms that fit directly into
the modern battlefield’s “cheap, fast, and effective” playbook.
Its Switchblade loitering munition systems are a prime example of
where defense demand has been heading: portable, precise, and
operationally flexible. The company has also been publicly associated
with the Pentagon’s broader push toward rapidly fielding autonomous
and uncrewed systems.
Why it matters now: If procurement timelines compress and “Buy
American” becomes more than a slogan, established domestic suppliers
with production capacity and battlefield-relevant products can be
first in line.
What to watch: contract momentum, production scaling, and any updates
tied to DoD modernization initiatives.
COMPANY: ONDAS HOLDINGS (SYM: ONDS)
AUTONOMY + COUNTER-DRONE EXPOSURE IN ONE PACKAGE
Ondas has evolved into a more direct drone-and-autonomy story through
its Ondas Autonomous Systems business, which includes platforms
focused on persistent operations and security use cases.
Two areas stand out:
*
Autonomous “drone-in-a-box” systems designed for repeatable
missions with limited human intervention
*
Counter-UAS solutions, which are increasingly essential as drones
proliferate (because the more drones in the sky, the more demand there
is for protection against hostile or unauthorized drones)
Ondas is a higher-volatility name than AVAV, but it’s also the kind
of profile that can move fast when policy and procurement tailwinds
show up, especially if it continues to announce meaningful orders and
deployments.
Why it matters now: BVLOS normalization and heightened
critical-infrastructure security demand can dramatically expand the
addressable market for autonomous operations.
What to watch: order flow, margin trajectory, and how quickly the
company converts pilots and initial deployments into recurring
programs.
COMPANY: DRAGANFLY (SYM: DPRO)
THE SPECULATIVE “TORQUE” PLAY
Draganfly is smaller and more speculative... but that’s exactly why
it can offer the most torque in a risk-on tape.
The company has pushed into practical, high-need categories like
public safety, emergency response, and defense-adjacent use cases.
It’s also the type of name that can benefit disproportionately if
BVLOS becomes more routine and if government-adjacent procurement
shifts further toward domestic suppliers.
Why it matters now: in early-stage drone names, even modest contract
wins or new program traction can re-rate the stock quickly.
What to watch: recurring revenue progress, contract announcements, and
any evidence of scale economics (because small-cap drone names can
rally hard, but they must eventually prove durability).
-------------------------
_Trading Tips_
THE AI SUPPLY CHAIN PLAY EVERYONE'S MISSING
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While investors pile into Nvidia, smart money is buying the
infrastructure companies. Our report reveals 3 "picks and shovels"
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-High-speed connectivity company: 179% revenue growth
-Voice AI platform: deals with major banks and restaurants
-Data services firm: embedded with 5 tech giants
FREE REPORT: GET THE NAMES →
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We are issuing this disclosure in compliance with Section 17(b) of the
Securities Act, which requires us to disclose any compensation
received or expected to be received in cash or in kind in connection
with the purchase or sale of any security.
We would like to inform you that we have received or expect to receive
compensation in connection with the purchase or sale of the securities
of BioStem Technologies Inc. (OTC: BSEM) . The compensation consists
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This disclosure is made as of 01/06/2026.
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