The Insane Melt-Up Continues

560: Drones, Rockets, AI, and Record Highs

Morning lords, and a fine morning it is indeed.

Happy Friday.

Welcome new subscribers.

Congratulations to those of you who stayed patient. It was obvious that there was going to be a similar announcement for drones/defense as there was for metals and chips. Drone names rallied yesterday as investors responded to the U.S. government’s recent push to streng…