defense-AI convergence pure play in UFO ETF.
AeroVironment is a pure-play space name held in the UFO ETF as part of the defense-AI convergence trade.
The KOL lists AVAV as one of the pure-play space names in his UFO ETF, alongside Lockheed, Northrop, and Kratos. These are positioned for the convergence of traditional defense with drones, lasers, and AI.
"Brutal Market Warning: Fund Manager Exposes Weakest Sector, #1 AI Trade | Matthew Tuttle"