No qualifying author-owned investment thesis was confirmed in this post.
General sector observation with a mention of AeroVironment but no clear directional thesis or rationale.
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I feel guilty buying war stocks but nobody stops playing cod warfare or stops buying guns for personal safety. All defense stocks are too expensive right now, with the US-IRAN conflict. Recently Gil Cisneros purchased aerovironment shares at undiclosed price. What all stocks are under the radar for you guys ? The companies which you find interesting.