🚁 Drones, Rockets, or Quantum? Here’s My Sector Take

$ACHR, $JOBY, $EVTL, and $BLDE all surged double digits. But this isn't just hype — it's policy-driven acceleration.

$ACHR: Strongest institutional support, solid partnerships (Stellantis), and military angle.

$JOBY: Infrastructure in place, but burns cash fast.

$EVTL: Big pop, but weakest balance sheet among peers.

$BLDE: Unique platform model, but lagging in tech.

🧠 Short-term: high volatility. Mid-term: regulation = moat.

🚀 Rocket & Space Stocks: Long-Term Moonshots

Space sector plays like $RKLB (Rocket Lab) and $ASTS (AST SpaceMobile) ride military funding cycles. But capital intensity and timeline to monetization remain big risks.

Great for patient investors

Not ideal for momentum chasers

🧠 Quantum Computing: Still Early — But the Asymmetry is Massive

$RGTI, $IONQ, and even $QSI are speculative but structurally tied to the AI bottleneck. As Nvidia pointed out, quantum could cut AI's energy drag.

Still years from revenue

But narrative support = huge

⚖️ My Playbook

✅ Swing Play: Long $ACHR w/ tight stop at $9.80. Room to run if policy tailwinds persist.

✅ Hedge: Pair w/ put spread on $EVTL to manage sector risk.

✅ Spec Bucket: Tiny allocation to $RGTI or $IONQ for long-term moonshot. Only if you can stomach volatility.

🧩 Final Take

Drone stocks may be the first to benefit from new policies — but not the last. The real rotation might come when AI meets airspace — think automation, logistics, defense.

➡️ My eye is on cross-sector convergence: AI + drones + energy = 2025's real theme.

What do you think? Which stock here do you see leading this vertical takeoff?

#DroneStocks #ACHR #JOBY #EVTL #QuantumComputing #Aerospace #TigerTrade

I'm not a financial advisor. Trade wisely, Comrades!