· 个股论点
涉及标的： $AVAV
我对 $AVAV 是 omega long。 这可能是“委内瑞拉入侵组合”里最酷的公司。 如果你想要一个 TLDR pitch：他们制造了委内瑞拉主要使用的神风无人机。 -> 美国入侵格陵兰？受益 -> 美国用无人机打击墨西哥贩毒集团？受益 40 亿美元 backlog，最近 8.87 亿美元合同，收入同比增长 150%（对军工承包商来说离谱得不正常），而且后面还会从 1.5 万亿美元的战争部资金里拿到更多。 如果你想要一家像《使命召唤》五杀连杀奖励那样、被战争部用于每次军事行动的无人机打击公司，$AVAV 就是多头。
I’m omega long on $AVAV. This is probably the coolest company in the “Venezuela Invasion port” If you want a TLDR pitch: they made the Kamikaze drones primarily used in Venezuela. -> US invasion of Greenland? Profit -> US drone striking Mexican Cartels? Profit $4b backlog, $887m contract recently, 150% y/y revenue growth (which is unholy for a military contractor), and a lot more coming from the $1.5T Department of War funding. If you want a 5 kill streak Call of Duty style Drone Strike company used in every military engagement by the Department of War, $AVAV is long.