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.
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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