Drone and AI Warfare

The idea

I think military spending keeps tilting toward cheap drones and the AI that flies them, with orders growing through 2027. Most winners are still private, so the core of this basket is public suppliers making the motors, chips, and cameras every drone needs, plus a slice of public drone makers whose stocks dropped this year and have room to recover, with AI software as the steadier anchor. I'm keeping it concentrated with a cash cushion to add if prices fall further, and treating this as a one to two year idea tied to how contract rounds actually play out.