From there: Iran and the lessons of cheap drones, the Gauntlet 2.5 delay, and Benny's rundown of who he says is exhibiting at AUSA, including Ondas, Red Cat (RCAT) and One Stop Systems (OSS). Tron explains why SPAC mergers are the main path public for drone companies and why he watches who is connected to them, including New America Acquisition I (NWAX). Benny adds that PDW, which Ondas invested in last year, was offered a conditional $820 million Office of Strategic Capital loan commitment, and the group looks at Powerus (PUSA), which completed its merger with Aureus Greenway on October 1, and the case for heavy-lift drones.

The talk then widens to the defense and high beta pullback, the AI data center buildout, Ondas Networks, Archer (ACHR) and Joby (JOBY), space stocks including Rocket Lab (RKLB), AST SpaceMobile (ASTS) and Redwire (RDW), and 3D printing with 3D Systems (DDD), Velo3D and HP (HPQ), plus a look at Kioxia and memory, Nintendo and UWM Holdings (UWMC). Benny says Switch 2 is outselling the original Switch at the same point in its life cycle, and Tron's read on UWMC is that the bad news is baked in after its dividend suspension. Benny shares what he has seen on the floor so far.

We close with the market preview: Tron's call to be cautious until the midterm elections are done, Benny's read on rates, oil and the defense industrial strategy, and listener questions on Palladyne AI (PDYN) and its CEO Ben Wolff, who Benny says the team will interview at AUSA along with Eric Brock of Ondas on Monday.

Watch the video version on YouTube: https://www.youtube.com/watch?v=dXkcqonAFz4

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Then a look ahead at this week's content. Benny previews the deep dive interview with Exyn Technologies (EXYN) CEO & COO Ben Williams, which lands as shorts plus a 30 minute clip: software first autonomy that is drone agnostic, mapping underground mines and flying through dust and smoke. Benny also teases an upcoming interview about 3D printed drones with an HP team. A few clips fought back on the live stream, so apologies for the buffering.

The main segment is a Drone Dominance overview. JT reads through the Department of War's $1 billion program to buy more than 200,000 small drones by 2027, how it is run by the Test Resource Management Center and the Defense Innovation Unit with Naval Surface Warfare Center Crane holding contracting authority, and why scaling production and NDAA compliant parts is the hard part. Benny and JT go through the Gauntlet II leaderboard: Neros on top of close quarters battle, ahead of ORQA US and XTEND, plus Skycutter's Gauntlet I showing, the Ondas and Rift Dynamics Wasp, Red Cat, and what Gauntlet III could mean for private companies that need a partner to scale.

After that, JT opens Trader Matrix for Friday's options flow by sector, shares his take on extended hours options trading and his read on a market near extreme fear, and walks through an unusual options activity alert on Schrodinger (SDGR). Benny closes with private company news: Performance Drone Works' conditional loan commitment from the Office of Strategic Capital, and Bavovna.AI, a Ukrainian navigation software company building the Carolina DroneHub in the Carolinas. JT wraps with a look at Sunday night futures.

Watch the video version on YouTube: https://www.youtube.com/watch?v=GnBsngcVTOY

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BlackSky gets the full treatment: its Gen-3 satellites, Q2 revenue up 50% with international space based intelligence revenue up 150%, a $100 million annual run rate for its imagery and AI subscription services, and a thumbs up from a retired Space Force colonel Benny knows. JT maps the chart and lays out when he thinks the defense sector bear market turns. We also look at Surf Air Mobility (SRFM) and its Palantir partnership, Infleqtion (INFQ), York Space Systems (YSS) and its Colorado Rockies jersey patch, and Sidus Space (SIDU).

Then a hard look at Red Cat (RCAT): CEO Jeff Thompson's recent comments on Eric Brock and Ondas, the Blue Ops unmanned boat push, JT's question about manufacturing at scale, and Benny's plan to catch Red Cat at AUSA. Lorenzo shares how his Ondas gains turned into a comic book business, JT and Benny debate crypto and BitMine (BMNR), and everyone brings a setup for the week: JT on Rocket Lab (RKLB) and his short term bear case on Palantir (PLTR), Lorenzo on MIRA Pharmaceuticals (MIRA) and Infleqtion, and Benny's two for Kopin (KOPN) and Powerus, which is set to go public through its merger with Aureus Greenway Holdings (PUSA). Listener questions cover Surf Air, One Stop Systems (OSS) and LightPath (LPTH), and we close on Ondas subsidiary Sentrycs protecting Jacksonville Jaguars home games and why air bases need layered drone defense.

Watch the video version on YouTube: https://www.youtube.com/watch?v=MwE1Q5peCfw

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We also break down the week ahead in the markets: GrabAGun (PEW) as a midterm trade idea, what a Democratic sweep could mean for stocks, why second term presidents tend to turn toward foreign policy, a market looking for direction now that the Fed has dropped forward guidance, diesel prices outpacing gasoline, and President Trump's address to the UN.

Plus billionaire Dr. Phillip Frost buying 1 million restricted shares of Safe Pro Group (SPAI) at $4 directly from CEO Daniyel Erdberg, with a right to buy 1 million more at $6, and why the team reads it as a vote of confidence. Then chart levels across the watchlist: Unusual Machines (UMAC) riding its 200 day moving average, Drone Nerds parent XTI Aerospace (XTIA), newly listed XTEND (XTND) after its Drone Dominance Gauntlet showing, Ondas (ONDS) key levels and short interest, Amprius (AMPX) and LightPath (LPTH) under $10, the Kopin (KOPN) optical interconnect thesis with JT's cash secured put plan and Benny's LEAPS, and Lantronix (LTRX) edge compute from the Commercial UAV Expo floor. Off the usual radar: Alvotech (ALVO), Recursion (RXRX), Sidus Space (SIDU) and Planet Labs (PL). Listener Q&A covers the defense budget, Golden Dome and Ukraine's long range drone campaign.

Zero Hour Today is expanding to three days a week (Tuesday, Wednesday and Thursday), with a special contributor joining from an international location this week. The team will also be at AUSA in Washington, DC from October 12 to 14.

Watch the video version on YouTube: https://www.youtube.com/watch?v=LEJBfQVq2C4

Follow The Zero Hour Group: https://www.thezerohourgroup.com

We also break down the week ahead in the markets: talk that Elon Musk, Sam Altman and Anthropic's CEO now agree AI needs to slow down and why that has the market nervous, Oracle and the big AI names sliding while drone small caps hold up, CME FedWatch odds of a rate hike near 86% after a hot CPI print, and oil supply risk as the Houthis push along Yemen's coast and threaten Saudi Arabia's east-west pipeline.

Plus Volatus Aerospace landing Canadian defence drone work, including a tactical ISR contract worth up to CAD $25 million, Draganfly's piece of the same initial order, XTI Aerospace and Drone Nerds as the DJI ban debate plays out, JT's put ideas on stretched AI names like Micron, Nvidia and Dell into the rate decision, listener questions on KOPN, SPAI and T1 Energy, the case for energy ETFs like XLE, and why Ondas short interest near 44% has the team staying patient.

Watch the video version on YouTube: https://www.youtube.com/watch?v=1JyfXYIEXKQ

Follow The Zero Hour Group: https://www.thezerohourgroup.com

We break down the week's trade plan: the GrabAGun (PEW) midterm thesis, Google approaching a key support zone near $330, Trader Matrix levels that now import straight into TradingView, the options levels on SpaceX, and the space setups JT likes in Rocket Lab (RKLB), AST SpaceMobile (ASTS), and RDW as the picks and shovels play. Then the rate decision, with the market pricing roughly a 60 percent chance of a hike against 40 percent for a hold, and why a surprise hold could send gold flying.

Plus Benny's notes from Commercial UAV Expo: the Drone Nerds exhibit, a conversation with interim CEO Jeremy Schneiderman, and why the XTI Aerospace (XTIA) pivot to drone retail has our attention. We tease our Lantronix (LTRX) CEO interview, check Lantronix support near $5, talk through the $1.5 trillion defense budget request and bipartisan support for drones and counter-UAS, and take viewer picks on Coherent, Nutrien (NTR), LightPath (LPTH), and Palantir (PLTR).

Watch the video version on YouTube: https://www.youtube.com/watch?v=sWZ4wTCCYHM

Follow The Zero Hour Group: https://www.thezerohourgroup.com

We also break down the week ahead in the markets: Ryan's call that the Fed holds rates at the FOMC meeting on the 16th (he put $5 on it through event contracts in his brokerage), a slow, choppy grind higher with the VIX staying suppressed, his zero-day S&P trades while opportunities are thin, and ceasefire headlines after Witkoff and Kushner's trip to Moscow and Ukraine.

Plus a tour of the Drone Nerds booth (XTI Aerospace) with mapping, agricultural, delivery and pressure-washing drones and the DBOX drone in a box for drone as first responder programs, Tundra Drones on modular payloads for Parrot drones, the Drone Fight Group VR shotgun simulator that casino security shut down, Women and Drones CEO Sharon Rossmark's book Future Flight and Dr. LaQuanda Sumpter's Droneology guide for middle schoolers, the Lantronix booth, and a 3D printed coaxial drone built with HP.

Ryan just launched a free Discord with daily power hour streams. Find it and the rest of his links at https://linktr.ee/ryan.lp

Watch the video version on YouTube: https://www.youtube.com/watch?v=QYjYoW-yzJA

Follow The Zero Hour Group: https://www.thezerohourgroup.com

We also break down the week ahead in the markets: why Legitimate Risk thinks the end of pattern day trading rules has made price action choppier, how he treats political shocks as a chance to buy quality companies at a discount while keeping cash on hand, why software has stayed resilient while other tech gets hit, and the volatility coming out of energy markets and the Gulf.

Plus his poker approach to probabilities and position sizing, how he spent four months training a ChatGPT assistant to screen 100 companies against 40 to 50 factors before he picks the winners himself, why he averages up into winners and rarely averages down, how he moved money from MSTY into ONDS, listener questions on Richtech Robotics and SLS, his advice for new investors starting small, and Benny's recap of the Safe Pro Group demo in Florida ahead of the Commercial UAV Expo in Las Vegas.

Find Legitimate Risk on Substack, After Hour and X.

Watch the video version on YouTube: https://www.youtube.com/watch?v=n1r5OF-tdHs

Follow The Zero Hour Group: https://www.thezerohourgroup.com

We also break down the week ahead in the markets: sector flows showing money moving into healthcare, energy and materials and out of tech, industrials and utilities, the crypto rally and why MSTR lagging Bitcoin is a red flag for JT, options flow on names like HOOD, MRNA, MU and WMT, and the extra volatility JT expects heading into the midterms.

Plus part one of our interview with Kopin CEO Michael Murray from the Boston tech demo on the company's microLED production and optical interconnect plans, JT's read on who could benefit from government drone investment (UMAC and AVAV top his list), why Robinhood is his favorite setup for the next few months, levels on SPAI, KOPN, BMNR, PLTR and UMAC, and viewer requests on SLS, APP, IMSR, OPTT and Kraken Robotics.

Watch the video version on YouTube: https://www.youtube.com/watch?v=ZB5QXoXRsMI

Follow The Zero Hour Group: https://www.thezerohourgroup.com

We also break down the week ahead in the markets: Safe Pro Group's roughly 1,300% year-over-year growth and its buyback of nearly 700,000 shares, Ondas earnings with a $750 million backlog, raised guidance and new customers in Japan and Thailand, the drone dominance push to build U.S. supply chains after years of Chinese dominance in drones, and why JT expects pullbacks after moves this big.

Plus JT's trade plans and levels on ONDS, UMAC, SPAI, LightPath, Amprius and Lantronix, whether Unusual Machines and Performance Drone Works really compete, Powerus after SEC approval of its S-4, a viewer-flagged report on the UK banning drone suppliers over parts that pinged Chinese servers, a talk on FOMO and patience, Benny's Kopin thesis and what CEO Michael Murray said about building other companies' optical interconnect designs, and viewer picks ZenaTech and POET.

Watch the video version on YouTube: https://www.youtube.com/watch?v=FsnwwBYB-7E

Follow The Zero Hour Group: https://www.thezerohourgroup.com

We also break down the week ahead in the markets: what Kopin and Ondas could deliver on their earnings calls, Palantir's blowout quarter and how much room is left after the run, the macro tailwinds from a potential end to the Iran conflict with rate hikes off the table for the next meeting, why memory is today's AI bottleneck with energy and nuclear up next, and the space names rebuilding after the post-SpaceX IPO sell-off.

Plus chart levels and price targets on Ondas, UMAC, Safe Pro Group, Surf Air Mobility, Rocket Lab, Powerus, Palantir, LightPath, Amprius, DRAM, Lantronix, Kopin, AeroVironment, AST SpaceMobile, and Redwire, viewer picks including Micron, Intel, Constellation Energy, T1 Energy, Aehr Test Systems, and POET, JT's playbook for selling cash-secured puts after an earnings drop instead of gambling on the print, and a Trader Daddy walkthrough of gamma flip levels, call and put walls, and unusual options activity.

Watch the video version on YouTube: https://www.youtube.com/watch?v=BjjRzmXo9YI

Follow The Zero Hour Group: https://www.thezerohourgroup.com

We also break down the week ahead in the markets: the sectors David believes can outperform over the next three to five years, the bull case for nuclear, drones and defense autonomy, energy, space, and robotics, the copper and data center power thesis and how optical interconnects could reshape it, and where memory and DRAM names sit after their recent run.

Plus a founder-first look at how David reads a growth story and why the person running the company matters as much as the numbers, live viewer questions from the chat, a discussion on recent volatility and what a real pullback could look like, and a preview of the Zero Hour Group team heading to the Commercial Drone Alliance summit in Washington DC this Friday.

Find David Knight and his charity newsletter on X and Substack under the handle mygreenknight.

Chapters:
0:00 Welcome and ZHG updates
5:20 David Knight and the charity newsletter model
12:00 Into the markets: reading the week's tape
15:15 Growth-company deep dive and knowing the CEO
20:30 Which sectors win the next three to five years
25:20 The copper and data center power thesis
33:00 Space, defense, and robotics names
48:00 Memory, Micron, and market volatility
1:22:00 Where to find David and wrap-up

Follow The Zero Hour Group: https://www.thezerohourgroup.com

Watch the full video on YouTube: https://www.youtube.com/watch?v=CAgstWNb1cI

The episode also includes a surprise call in from Ondas CEO Eric Brock on the company's Russell index inclusion.

Watch the full video on YouTube: https://www.youtube.com/watch?v=pSuH61CXgvg

Jeff is an investor and researcher tracking the intersection of geopolitics and unmanned tech, focused on drone diplomacy, global defense procurement, and the evolution of counter-UAS systems. He recently laid out a new blueprint for American drone diplomacy, and makes the case that AI is now the decisive edge in the drone race.

We deep dive on drone dominance: where we are, where we are headed, and the policy that gets us there. We also recap the Commercial Drone Alliance 2026 (CDA) and look at the week ahead.

Watch the full video on YouTube: https://www.youtube.com/watch?v=5j-WMTeBvE4

We also break down the week ahead in the markets: the rotation happening inside the S&P 500, why financials and energy are holding up while high-beta momentum names get hit, the case that memory and DRAM are near a bottom, and what's next for the drone sector.

Plus live chart breakdowns using gamma flip and key dealer levels, listener Q&A on whether retail traders can compete with institutional algos, broker execution quality, and the biggest mistakes new traders make.

Try Trader Daddy Pro for a full month for just $1: https://www.traderdaddy.pro/launch

Watch the video version on YouTube: https://www.youtube.com/watch?v=nlibjBYfcnI

Follow The Zero Hour Group: https://www.thezerohourgroup.com

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