Joint Interagency Task Force 401 is a transformational moment in...
Mike@BlackScholesMan
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Dec 12, 2025
~1 min read
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Joint Interagency Task Force 401 is a transformational moment in counter-drone (C-UAV) history. The last time I saw something similar was for MRAPS back during the second war in Iraq. It went from 0 to 50B in one year so things can move quick! Here is my list of companies that I own and why in order of strongest to least conviction:
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1) $EOS.AX – Love the company and the tech. The make a hard-kill solution for both the battlefield with 30MM proximity fuse and 150kw laser for critical infrastructure. They have a plant in the U.S. and scale to meet the military demand.
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2) $LASR – They are working on a 1mw laser and have worked on a much smaller system that was put on Strker vehicle. You get potential transformational ballistic missile protection and battlefield C-UAV
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3) $LPATH – They make both cameras for drones but also a unique camera that can detect drones and the air moment they cause. Also, does not rely on exotic rare earths from China
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4) $MRCY & $DRS – They make sensors and make specialized processing equipment that will end up in any solution
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5) $AVAV – With the blue halo acquisition the now own a lot of EW IP and have extensive experience working with drones.
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6) $SPXC – A third, and fastest growing, of there business relates to counter drone EW.
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7) $LDOS & $TDY– I own them for multiple reason besides just C-UAV. However, I expect they will have a seat at the table as a system integrator.
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Drone manufactures
Mike@BlackScholesMan
So now that I covered C-UAV’s I wanted to circle back to Drone manufactures. I don’t have too many of these because I think the class 1 & 2 segment will be commoditized. I think the value add here will be in the larger class 3 & 4 segment. I(will cover pics/shoves next! Again, in ranking of conviction
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Drone Part suppliers
Mike@BlackScholesMan
The final link, and probably the most profitable, drone components! Here is my favorite ideas. Again, in ranking of conviction
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8) $MOG/A - New Counter drone idea on it's RIWP platform.
Mike@BlackScholesMan
$MOG.A – One system to rule them all. Moog is an established defense contractor that has multiple programs of record but it has one of particular interest to me: Reconfigurable Integrated Weapons Platform (RIWP). Think of it as a Swiss army knife for armored kit.
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8) $onds - its recent acquisitions put them in the prime position to get department of Homeland Security contracts
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