U.S. Deploys LUCAS AI Swarm Drones — Here’s What to Buy

The Next Defense Supercycle? What Smart Money Is Watching

$Ondas Holdings Inc.(ONDS)$  

$Red Cat Holdings Inc.(RCAT)$  

$Draganfly Inc(DPRO)$  

$Kratos Defense & Security Solutions(KTOS)$  

$Palantir Technologies Inc.(PLTR)$ 

The U.S. military has confirmed for the first time that it officially deployed LUCAS (Low-Cost Unmanned Combat Attack System) one-way attack drones in strikes against Iranian targets.

This one-way attack drone, the FLM-136, costs only about USD 35,000 per unit. Despite its low price, it is equipped with top-tier U.S. anti-jamming communications networks and AI swarm-coordination chips. With this capability, the U.S. military can now launch saturation attacks at extremely low cost, potentially overwhelming and disabling enemy air-defense radar systems within moments.

The Pentagon has made it clear that, to avoid being dependent on a single contractor, it plans to adopt a “Liberty Ship model” similar to World War II — distributing LUCAS blueprints to multiple manufacturers for large-scale assembly-line production.

To rapidly replenish frontline munitions stockpiles, the government will heavily rely on companies with U.S.-based mass-production capabilities that fully comply with the NDAA (National Defense Authorization Act). Key players in the tactical drone sector include Red Cat Holdings (#RCAT), Draganfly (#DPRO), and advanced target drone and unmanned combat aircraft manufacturer Kratos Defense & Security Solutions (#KTOS).

This further cements Palantir Technologies (#PLTR) as the dominant “AI tactical command system” provider on the modern battlefield.

At the same time, demand for counter-drone systems is also expected to surge — and counter-UAV solutions are my little favorite, #ONDS. 

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