First up, results of yesterday’s dialysis team meeting. On all three lab results I previously commented about bringing up during this meeting, the results indicated in my blog are the same. That is to say, the results of Albumin going down to 3.2 from 3.5 while taking IPN are conflicting, and it was implicit that after a couple of more months with no improvement in this area, it is on the table to discontinue IPN. The second area, Kt/V going up resulted in an agreement that we would continue to watch this adequacy value for a couple more months and not move forward at this time with the installation of a fistula. The third and last lab area was my phosphorus being at the lower bound. It was agreed that I would cut the binder back to one pill vice two at breakfast.
With my background in the US Navy involving engaging all things with missiles, it is natural that I have an interest in drone warfare. I have been reading most of the available stories of how drones are being deployed, how Ukraine is assembling its own, and how we just dumped billions into this area through the Big Beautiful Bill. I decided it’s time to get off the sidelines and invest in US companies that are involved in one aspect or another of drones for the military.
Sitting here with a blank sheet of paper, I first ascertained the players in this basket of companies, then instructed Perplexity to rank order them with the following results:
Here is a ranked table of the cited drone sector companies, integrating “efficacy as an investment” for a private investor with $10,000. The ranking considers product significance for modern conflict, company momentum, and market standing (as of 2025), and exposure to pure-play versus diversified defense. A higher rank means a higher recommended portfolio weighting, although diversification helps lower risk.
I narrowed this list down to companies that appealed to me because of their product, market(s), and closeness to being a startup. For the four stocks shown below, less than a week ago, I bought 100 shares in each. Here’s where they stand now:
Since purchasing into the military drone market less than a week ago, here’s where I stand with the four stocks I bought:
1. AIRO up $99.22/5.28%
2. ONDS up $85.00/15.57%
3. RCAT up $234.01/26.73%
4. UMAC up $107.42/10.88%
Total gain in less than a week: $525.65. This is approaching something other than chump-change. (Nothing here is meant to be advice concerning investments. I’m just a guy with a computer and AI by my side. You, the public, are on your own in this regard.)
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