Trump Just Opened Up A $1.15 TRILLION Market (Get In Now?)

Felix & Friends (Goat Academy)•Jul 23, 2026

Summary

Felix outlines a massive transition in global military strategy where inexpensive drone technology is making traditional, multi-million dollar defense assets obsolete. Felix explains that the US government recently passed its largest defense bill in history, which includes significant funding specifically for drones, counter-drone systems, and battlefield AI. Felix asserts that this creates a unique investment environment characterized by asymmetric warfare, where low-cost systems can disable expensive infrastructure.

Felix structures the investment opportunity into three distinct waves. The first wave consists of the 'builders' who manufacture the physical hardware; the second wave involves the 'brains' or the software and AI that manage autonomous swarms; and the third wave represents the 'shield' or counter-drone technologies. Felix warns that while the underlying story is strong, many investors lose money by buying based on late headlines. Felix advocates for a 'follow the money' system to identify when institutional investors are entering or exiting the market.

AVAV (AeroVironment): Felix identifies this stock as a primary 'builder' that manufactures small attack drones and essential hardware. Felix notes that the stock is currently 'beaten up' after a previous rally, which Felix views as a favorable condition for a potential entry. Felix includes this company in a watchlist of stocks positioned to benefit from the immediate hardware acquisition phase of the new defense bill.

RCAT (Red Cat Holdings): Felix classifies Red Cat as a key hardware manufacturer within the first wave of the drone boom. Felix highlights that the stock has declined significantly, by approximately 60%, providing a potential opportunity to buy before new capital flows back into the sector. Felix emphasizes that following institutional signals is critical for timing an entry into this specific ticker.

PLTR (Palantir Technologies): Felix describes Palantir as 'the brains' of the operation, representing the second wave of investment. Felix argues that software and battlefield AI are essential for coordinating autonomous drone swarms and are more durable investments because software does not get destroyed in combat. Felix suggests that the money flow into software companies like Palantir typically follows the initial rush into hardware.

Mentioned Stocks

PLTR

Sentiment: BUYAction: RECOMMENDED

Reasoning: Felix describes Palantir as the 'brains' of the drone industry, representing the second wave of money flow. Felix argues that Palantir's software for battlefield AI and autonomy provides long-term value because it coordinates swarms and is not physically destroyed like hardware.

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RCAT

Sentiment: BUYAction: RECOMMENDED

Reasoning: Felix highlights Red Cat as a manufacturer in the first wave of drone investment. Felix points out that the stock is down approximately 60%, making it a primary candidate for his watchlist as defense money begins to flow into the industry.

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AVAV

Sentiment: BUYAction: RECOMMENDED

Reasoning: Felix categorizes AeroVironment as a first-wave 'builder' of drone hardware. Felix notes that the stock is currently 'beaten up' and trading below previous highs, which Felix views as an opportunity for the next leg of the defense spending cycle.

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