The drone sector is surging past US$70B, driven by defense demand, industrial adoption, and tech advances. Small-cap innovators with real IP and cash runway may hold the strongest upside.
A surprise 50% copper tariff sent prices surging, miners rallying, and inflation fears rising. Winners include U.S. producers; losers include EVs, appliances, and global supply chains scrambling to adapt.
Military drills, supply chain reroutes, and semiconductor risk sharpen investor focus. Markets face three war scenarios, with chip stocks, defense names, and freight rates acting as key signals.
As AI spending nears US$1.8 trillion, power demands and regulation rise. Nvidia dominates, but second-source chips and efficient small caps may offer outsized returns in a crowded market.
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