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DRONES

$DRONESSSTThe Dennis

About DRONES

This is a Venture Capital style portfolio built to capture the emergence of the autonomous aviation and next-generation drones industries. The strategy is to include a concentrated basket of early-stage pioneers across the aerial technology ecosystem. The methodology is to include a collection of bets across the value chain. The target market conditions include but not limited to: "risk-on" environment with low interest rates and abundant capital for speculative drone technology. This portfolio may be fueled by positive news flow around regulatory progress, successful testing, and new strategic partnerships that validate the technology and business models.

About the Creator

Long term 📈 | Automation 🦾 | Space 🚀 | Fusion 🔆| Quantum 🎇 | Nuclear Energy ⚛️| AI ✨| Green Future 💚| #GrowthNotGreed

Activity

Total Rebalances6
Last RebalanceAug 11, 2025

Posts by Creator

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Changes:TDY +7.0%ACHR +5.0%KTOS +5.0%RCAT +1.0%JOBY +1.0%

$DRONESSS Adding Archer Aviation before the next earnings call and Teledyne for longer term optics exposure

Changes:RCAT +11.0%JOBY +3.3%EH -3.7%AVAV -3.7%ASTS -3.7%

Hi there! We are rebalancing to add exposure to Red Cat Holdings operating in the drone space

Changes:RKLB +16.7%ASTS +1.7%KTOS -13.3%AVAV -2.3%JOBY -1.3%

adding RocketLab and rebalancing evenly for some of the existing gains