As the inauguration of President-elect Donald Trump approaches on January 20, Eastern Time, Global investors are also preparing for the era of Trump 2.0.

Looking at Trump and his cabinet, Drone Stocks in the USA are expected to explode in the era of Trump 2.0.

Recently, Musk criticized the F-35 conventional fighter jet manufactured by Lockheed Martin, calling its design "broken" and the "worst military equipment in history in terms of cost-effectiveness," and posted photos of Drones on Social Media X. Drones play an important role in the military, and the USA military is investing in various Drones and unmanned technologies.

From the performance after the election, USA Drone Stocks have also quietly risen, becoming hidden winners under the American election. $Unusual Machines (UMAC.US)$ Since November 5, the cumulative increase has reached 660%, $Red Cat Holdings (RCAT.US)$ with an increase of 260%, $Archer Aviation (ACHR.US)$ Increased by over 230%, $Ondas Holdings (ONDS.US)$ Rose over 170%, $Palladyne AI (PDYN.US)$ Increased by over 153%.

In fact, compared to traditional fighter jets, Elon Musk and Donald Trump seem to prefer Drones.

According to media reports, President Trump's son Donald John Trump Jr. had previously agreed to be $Unusual Machines (UMAC.US)$ The consultant. Little Donald also stated in the declaration that the demand for Drones is evident.

Since the beginning of this year, Musk has expressed his admiration and praise for Chinese Drones three times in a row. However, Musk's frequent likes for the Drone Industry may involve some personal factors. It is reported that Musk's brother Kimbal Musk is also engaged in the Drone Industry.

The market also believes that, as a technological pioneer and innovator, Musk has a deep understanding and unique insights into Drone Technology. He may leverage the technical experience and resources accumulated at companies like Tesla and SpaceX to promote the US Air Force's further breakthroughs and innovations in Drone Technology. For example, promoting the extensive application of Drones in reconnaissance, attack, electronic warfare, etc., to enhance the operational capabilities and efficiency of the US Air Force.

Additionally, it is worth noting that on October 22, the Federal Aviation Administration (FAA) issued a Special Federal Aviation Regulation (SFAR) regarding vertical takeoff and landing vehicles, and published the full text of the regulation on November 21, incorporating vertical takeoff and landing vehicles as a new type into the national airspace management system, issuing relevant operational regulations, and considering that the large-scale use of vertical takeoff and landing vehicles is an important component of the USA's Advanced Air Mobility (AAM). This regulation paves the way for the commercialization of US eVTOL companies.

Looking ahead to 2025, which Drone Concept Stocks are expected to experience a surge?

Futu News has sorted out the listed Drone Concept Stocks in the USA for mooers' reference:

Specifically, it includes the US leaders in the "low-altitude economy".$Joby Aviation (JOBY.US)$ An internationally leading eVTOL low-altitude aircraft company.$Archer Aviation (ACHR.US)$And the leading small drone defense company in the USA. $Red Cat Holdings (RCAT.US)$ Since the US elections, these three companies have accumulated gains of 64%, 233%, and 263%.

Joby previously stated that it expects to commercialize flights as early as 2025 and is currently accelerating the development of international markets, promoting commercialization in the UAE, obtaining model certification in Australia, and completing its first demonstration in Japan. Notably, Toyota has invested nearly $0.9 billion in total and is an important shareholder of the company.

Archer's eVTOL aircraft Midnight is close to completing the third phase of the FAA's four-phase certification process in the USA, while also rapidly advancing to obtain certification in the final phase. In August 2024, Archer will deliver the first Midnight aircraft to the US Air Force, with a previously signed contract amounting to $0.142 billion. It is worth noting that Cathie Wood has been continuously increasing her shareholding in this company this year, and currently holds 3.21% of the shares.

Red Cat previously announced a strategic partnership with $Palantir (PLTR.US)$ the aim of integrating Palantir's visual navigation and AI technology into Red Cat's Black Widow Drone, this innovative initiative is expected to have a profound impact on the way modern warfare utilizes autonomous Small Unmanned Aircraft Systems (sUAS). After being selected for the U.S. Army's Short Range Reconnaissance program, the Black Widow Drone will achieve performance leaps through integrating Palantir's VNav software and the Warp Speed manufacturing operation system.

In addition, the Drone Concept stocks listed in the USA also include the "Global eVTOL first stock" $EHang (EH.US)$ , the UK eVTOL developer $Vertical Aerospace (EVTL.US)$ , and the German Advanced Air Mobility (AAM) aircraft developer. $Lilium (LILMF.US)$ A subsidiary of Embraer in the field of electric vertical take-off and landing aircraft (eVTOL). $Eve Holding (EVEX.US)$ ；

A defense contractor focused on Drones. $AeroVironment (AVAV.US)$ An Aerospace company focused on Drone security systems. $ParaZero Technologies (PRZO.US)$ ; "Little Donald Trump Concept Stocks", Drone component manufacturers $Unusual Machines (UMAC.US)$ ; Suppliers in the field of Industrial Internet of Things Technology like Drones $Draganfly (DPRO.US)$ ; Pioneers in the Global Drone Industry $AgEagle Aerial Systems (UAVS.US)$ ; and $Ondas Holdings (ONDS.US)$ 、 $Palladyne AI (PDYN.US)$ 、 $Kratos Defense & Security Solutions (KTOS.US)$ 、 $Northrop Grumman (NOC.US)$ And so on,. $SES AI Corp (SES.US)$ Focused on the development and initial production of high-performance lithium metal (Li-Metal) rechargeable Battery technology, which is suitable for electric vehicles (EVs), urban air mobility (UAM, including electric vertical takeoff and landing aircraft eVTOL), and other applications.

Overall, the market believes that Musk may have a certain impact on the traditional combat concepts and models of the USAF after taking office in the Donald Trump administration, and will play an important role in promoting the further development and application of Drone technology in the USAF. At the same time, this debate will have far-reaching implications for the development of the world's next-generation fighter jets and will drive the Global military Aviation Industry towards a more intelligent and autonomous direction, thereby promoting competition in the Global military Aviation Industry and the evolution of the Global military strategy landscape.

However, most of the Drone Concept Stocks in the USA are small-cap Stocks, which can easily experience dramatic rises and falls, so investment should be approached with caution.

Editor/Somer