Drones have indeed changed the face of modern warfare to some extent, and this may only be the prototype of the next generation of warfare; on the battlefield in the future, there may be no drones in the sky, no drones on the ground, and no drones in the water. The drone swarm attack scene in "Angel Has Fallen" has been realized, and reality has even surpassed the movie; However, the "electromagnetic pulse cannon" used in the movie to specifically target drones faces an asymmetric disadvantage in reality due to factors such as cost and convenience compared to drone swarms. Okay, getting off-topic, let's get back to investment: $SWMR Yesterday, the stock price surged by 45% in a single day. What kind of company is this? In short: This is a company specializing in drone software. They possess an operating system that allows one person to operate hundreds of drones in combat; what's impressive is that drones from any manufacturer can easily connect to this system, and even more impressive is that this system can intelligently enable different models of drones to coordinate autonomously. Most importantly, this technology has been deployed and thoroughly tested in the Russia-Ukraine conflict. Damn it, in the future, not only will the battlefield be full of machines, but the behind-the-scenes operations will also be entirely AI-driven. Humans might not even have a chance to participate. The world is transitioning from a stable era to a chaotic era, so the AI + defense technology sector will definitely be an important investment theme. As for whether SWMR is worth buying, I won't say. I can only say that its current market value is 800 million. Go back to the crypto and find altcoins with a market value of 800 million to compare with it. If an altcoin with a market value of 800 million were to perform like this, what would you do? What are the differences between it and other altcoins? It's worth mentioning that MSX has a knack for stock picking; most of the stocks listed in Q1 2026 were hot stocks and performed well. From the perspective of copying others' homework, I think the MSX's new product announcement is worth paying close attention to.
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麦通MSX
@MSX_CN
03-30
MSX 上新|社区顶流三大网红股 🚀
🛸 $SWMR.M
IPO 首日暴涨 520%,两天涨近 1100%。近期在 31.8–32.0 美元区域筑底,短线第一支撑位显现。
🛰️ $SATL.M
高分辨率卫星龙头,年初至今涨超 100%,财报超预期+美国海军合作,盈利拐点成讨论焦点。
💎 $VCX.M
散户的 SpaceX 投资通道,持仓


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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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