The YouTuber suggests buying XAR, a defense ETF, as a foundational investment in the counter-drone theme. He notes its diversified holdings, including smaller specialized companies, which could capture more upside from the emerging counter-drone catalyst. While currently early, he advises waiting for a clear breakout above recent highs or the $200 mark for a higher probability entry.
“I like XR for the reason that if you go back into the wind snap here with all the ETFs and all the stocks and all our research and everything else in there, they are not just holding the big boys, right?” — ▶ 14:00