I’ve Invested $330,471 in This Sector

I always back my words with action.

When I discuss a particular opportunity or industry, it’s often because I’ve committed significant funds to it.

For the upcoming three months—and potentially beyond—there’s a single stock market sector that represents my top investment priority.

In just the last month, I’ve allocated hundreds of thousands of dollars here.

I’m not alone in this belief.

I reviewed every portfolio at Paradigm Press.

From Jim Rickards, with his focus on defense, metals, and resources…

To James Altucher, whose portfolios span artificial intelligence, biotech, and other cutting-edge tech.

Even Enrique Abeyta recently endorsed one of my favorite firms in this field.

One company consistently surfaced across Paradigm Press’s recommendations.

Today, I’ll reveal the name of that company. No subscription or paywall required.

But first, here’s why this matters.

The Last Time This Happened, Shares Tripled — FAST

The last occasion I witnessed similar alignment was during last year’s All-In Summit.

At that point, tensions from the trade war with China were escalating…

Spotlighting rare earth metals, which are vital to modern technology—we simply can’t produce advanced tech without these materials.

All three of our top analysts urged investing in USA Rare Earth (USAR). This company controls the largest rare earth deposits outside China, which dominates over 90% of global processing.

What happened next was extraordinary.

The stock price tripled within two months. Word leaked about direct government support. Investors began recognizing the firm’s strategic importance amid the trade conflict. Price targets soared.

And this was just the stock itself. Readers who leveraged options saw gains up to 1,000% in that brief window.

(I’ve personally made 1,000% returns through options many times… anyone who claims it’s impossible is misleading you.)

Eventually, the government took an official ownership stake.

A New, “All In” Buy?

The research theme is converging again.

A fresh technology is critical to America’s national security and defense capabilities. We cannot safeguard our borders or conduct modern warfare effectively without it.

We’ve painfully learned this during the conflict in Iran, where this technology is being deployed to control the Strait of Hormuz and manipulate the global economy.

Jim admires it for its defense relevance and notes strong inflows heading into this sector. The government’s budget request for this area has surged significantly for the upcoming fiscal year starting October 1.

James appreciates it for a different reason. Beyond its strategic importance, it exemplifies artificial intelligence fusing with robotics and automation — backed firmly by government funding, making it an obvious winner.

That technology is drones—unmanned systems quickly replacing soldiers on the battlefield.

They serve multiple roles: surveillance, reconnaissance, kamikaze-style strikes, and countering enemy drones.

These drones have been prominent in the nearly five-year-long Ukraine conflict. Both Russia and Ukraine employ them extensively. Ukraine’s drone strikes disabling critical Russian infrastructure have prolonged the war.

In Iran’s conflict, cheap drones costing about $35,000 each threaten any vessel in the Strait, giving Iran substantial leverage.

My greatest concern is China. One Chinese firm, DJI, manufactures drones at a scale 100 times greater than all U.S. companies combined.

China leads in robotics, not just drones, and other automation fields. This partly explains America’s rapid expansion of AI data centers—to catch up with China’s lead, and fast.

The One Stock You Need to Own

The company repeatedly appearing in Paradigm Press reports is AeroVironment (AVAV)—the largest dedicated drone manufacturer.

They produce the Switchblade, a kamikaze drone that launches, hovers mid-flight searching for its target, then crashes down to neutralize it.

Switchblades come in different sizes, from compact versions soldiers can carry and deploy in the field, to larger ones capable of destroying tanks.

The U.S. Army has placed orders for thousands of these drones.

Additionally, AeroVironment is developing a larger, longer-range, fully autonomous drone system called Mayhem. This platform performs intelligence collection, electronic warfare, and precision strikes.

I hold a significant position in this stock.

But I’m diversified—no single asset holds all my capital.

The Government’s 24,000% Investment

I personally own shares here and Enrique recently recommended the same stock to some of his followers.

Jim, meanwhile, has suggested a special trade with the potential to multiply your money more than tenfold within weeks.

We’re focused on a major upcoming catalyst.

The federal budget year begins October 1, and the government is requesting a 24,000% increase in funding for autonomous warfare initiatives.

Last year’s allocation for this program was $225.9 million.

This year, the request is a staggering $54.6 billion.

The total drone, counter-drone, and autonomous systems budget is expected to top $74 billion—comparable to expenditures of significant military branches. Jim calls this “a seventh branch of our nation’s military.”

Nothing of this magnitude has ever been seen before.

As the new fiscal year approaches, Wall Street is poised to anticipate this influx.

Starting October 1, tens of billions could flood into this emerging market sector. Most companies engaged in this space remain small; for example, AVAV has a market cap under $10 billion. When a small firm receives massive backing from the world’s most powerful government, stock prices can surge rapidly.

I want you to grasp the magnitude of what’s unfolding. This is a defining investment theme that could create substantial wealth within the next year.

Jim’s trade suggestion could soar quickly as the fiscal year begins. The initial moves are already beginning, tracked through Wall Street’s positioning data that will be unveiled this week.

I’ve aligned my investments accordingly. And I feel it’s my duty to share these insights—because it pains me to profit while others miss out.

This opportunity is at the nexus of multiple forces: Washington and Wall Street, AI and defense, robotics and software, all fueled by a Pentagon budget request worth tens of billions.