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REDDIT

AVEX and ONDS- is the thesis intact?


Per title, both drone stocks have fallen during the institutional shift last week. I believe drones are the future of warfare, and these two are primed to take advantage of DoD contracts.

ONDS just did a major dilution, so I understand it falling.

AVEX makes less sense.

Can anyone more knowledgeable than I comment on the underlying thesis and how these companies fit?