Buy AVAV by Jul 17, 2027.

FY2027 defense budget request: $74 billion for drone and counter-drone technologies, triple the FY2026 amount. The specific unit running point on this, the Defense Autonomous Warfare Group, went from $225.9 million in FY26 to $54.6 billion requested for FY27, over 24,000% in one cycle. **This has rare bipartisan support in the congress.** Here's what nobody's pricing in. **Every forecast these companies put out was built before this number existed.** Guidance, backlog projections, all of it modeled off a defense spending …