Why it’s on the map
Army SRR production selection (Black Widow); benefits from Chinese drone bans.
Government money & contracts
Army SRR; $2.49M USAF order (July 30).
Customers & commercial
Army, USAF.
Catalysts
Order flow.
Risk
Orders remain small vs $1.3B cap; -8.5% Aug 28.
Tariff durability
Speculative.