# [US Stock Investment Sharing] Defense Technology Stocks Outlook for 2026: In-Depth Analysis as an Expert and Next Week’s Trading Strategy
Hello, friends of the forum! I’m an investment enthusiast (self-proclaimed expert) focused on the US defense technology sector, and today I will share my latest thoughts on this industry. Based on recent market dynamics, especially the rebound of small-cap stocks at the beginning of 2026, President Trump's proposed $1.5 trillion defense budget, and the FCC's restrictions on foreign drone imports, I believe defense technology stocks are in a golden takeoff phase. However, investing involves risks, and this is not formal advice—everyone should do their own research!
This post is a reformat of my previous analysis, optimized for forum reading. I’ll use **bold** to highlight key points, bullet points (-) to organize strategies, and include some chart-like text descriptions for better clarity. To make full use of the space, I’ll explain each section in detail, including background, logic, risks, potential catalysts, historical references, and future predictions. Hopefully, this will help everyone make more informed decisions for next week (January 11-17, 2026). If you have questions, feel free to reply and discuss!
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## Part One: Overall Perspective as a Defense Technology Stock Expert
### Macro Background and Trend Analysis
Defense technology stocks performed well at the start of 2026, primarily due to market rotation from large-cap...

🚀🧠 The market is only focused on the scale of military spending, but I’m more interested in who can truly “capture” the $1.5T U.S. defense budget by 2027.
The market consensus is simple:
The U.S. defense budget continues to expand, benefiting drones, AI, and automation.
But my take is:
The money won't be evenly distributed; it will flow to companies “embedded in the core layer of combat systems.”
The $1.5T defense budget for 2027 isn’t fundamentally about “buying more weapons,”
but rather paying for sensing, decision-making, communication, autonomy, and scalable attrition.
The following 10 pathways represent the truly “structurally capable directions” to capture value.
1️⃣ $PLTR
Palantir Technologies
It’s not selling software—it integrates intelligence, sensors, and combat units into a “real-time decision-making system.”
In modern warfare, whoever controls the speed of decision-making controls budget priorities.
2️⃣ $ONDS
Ondas Holdings
As drone swarms move towards autonomy, anti-jamming, low-latency, military-grade communication networks have become a necessity.
Communication is not just a supporting element but a prerequisite for whether unmanned systems can be deployed on the battlefield.
3️⃣ $AVAV
AeroVironment
One of the primary contractors for U.S. military drones, directly benefiting from the expansion of ISR and strike missions.
When the budget increases, the first to see a rise in orders are often mature, proven platforms.
4️⃣ $KTOS
Kratos Defense
Specializing...

#Venezuela
#Drone
Did Congress officially 'rein in Trump's war powers'?
Just now, the U.S. Senate passed a resolution to limit Trump’s military actions against Venezuela with a vote of 52 to 47, seemingly to 'ease the pressure' on Venezuela. However, the real focus of this issue has never been Venezuela itself, but rather the United States.
First, the symbolic significance of this resolution far outweighs its practical impact. It does not negate Trump’s diplomatic stance, but rather rejects the president’s ability to bypass Congress and unilaterally initiate wars. It signifies that war is not an executive order, but a constitutional power.
Second, the vote count of 52 to 47 is actually more important than the content of the resolution itself. The unanimous support from the Democratic Party is unsurprising. What is truly noteworthy is the appearance of dissenting votes within the Republican Party, indicating that some members are no longer willing to bear political risks alongside him.
Third, even if this resolution ultimately fails to pass in the House of Representatives or is vetoed by the president, the political effect has already taken place. Congress has publicly expressed its stance, and the market has received the signal: it's no longer 'war at the president’s command.'
So why did the drone sector soar this week despite seemingly fewer military issues? Besides Trump increasing defense spending, the market has another interpretation: the belief that the U.S. Congress beginning to restrict the president's arbitrary use of force doesn't mean 'a more peaceful world,' but rather that 'direct warfare' is becoming harder while 'gray-zone conflicts + arms upgrades' will be prolonged.
The result is no longer relying on aircraft carriers and bombers to solve problems...