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Mike Profile picture
Mike
@BlackScholesMan
Dec 24 • 16 tweets • 3 min read
Mega Trends in Defense Tech into 2026

Not since adoption of aircraft has the military been poised for a series of disruptions. 2025 was the year of promise and I expect 2026 will be the year of delivery. There are lots of ideas out there, but this is what *I own* in Defense Tech into 2026🧵 1) Drone proliferation across all echelons - Adoption from strategic to tactical/squad-level across all services and allied forces. In this area I expect to see $AVAV & $KTOS to continue to thrive. I’m more focused on the group 3 & 4 drones as I expected price compression at the lower levels. I also have $LPTH & $MOB & $MPTI & $CODA as picks and shovels play
Aug 25 • 10 tweets • 2 min read
$beach_trades asked me to do a deeper dive into $MOBX so the alpha on this is all his. $MOBX is a multifaceted business that focuses on very niche connectors. Recently they have become much more focused on the defense department and they are a Tier 2/3 supplier to the heavyweight primes of $RTX, $GD, and more importantly, $LMT. $MOBX came public via SPAC and like all good SPACs, its share price has cratered. However, I think the story is at a serious inflection point.