中文翻译
虽然算不上10倍股，但我真的很看好 $AVAV。去年12月他们赢得了一份8亿美元以上的合同，随后制造了成功瘫痪委内瑞拉防空系统的自杀式Switchblade无人机。鉴于其成功以及1.5万亿美元以上的国防开支，他们很可能成为巨大的赢家，且鉴于其市值较小，上行空间存在。
· 个股论点
看好$AVAV，因获大额国防合同及无人机实战成功，小市值具上行潜力。
涉及标的： $AVAV
英文原文
It's not 10x but I really like $AVAV. They won a $800m+ contract earlier last Dec, and then made the kamikaze switchblade drones that successfully disabled Venezuelan air defenses. Given the success and $1.5T+ in defense spending, they'll likely be a huge winner, and upside is there given its small MC.