The Drone Industry Isn't Just About Drone Manufacturers"

Gilly87
06-24

Most investors look for the next DJI, but the real winners may be the companies supplying the chips, AI, cameras, and networking that every future drone will need.

My watchlist:

$AeroVironment(AVAV)$   – Pure drone exposure

$Ambarella(AMBA)$  – AI vision systems

$NVIDIA(NVDA)$  – Autonomous intelligence

$Qualcomm(QCOM)$  – Edge AI and communications

$Red Cat Holdings Inc.(RCAT)$ Military and Government 

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