← Research hub  ·  securities

AVAV · AeroVironment $161.19 -2.19 (-1.34%) 2026-SEP-18 12:47 EST

My allocation$7320.02% of portfolio1 account · as of 2026-SEP-03 · allocation page ↗
AccountSharesPriceValue% of acctCost/shGain $Gain %Target
401K5$146.30$7320.03%$186.68$-202-21.6%
Research: QT · SA · STK · FA1 mention
2026-JUL-19 · Jay Singh · Weekly SSR research call (premium) · Positiveinsight · source page ↗$144.77

In short: Q&A: "I like AVAV more than JOBY." A defense-drone name he prefers over the cash-burning eVTOL story among the beaten-down momentum stocks.

In plain English

Asked about beaten-down "momentum" names, Singh says he likes AeroVironment — a defense-drone maker — more than the flying-taxi company Joby. The logic is simple: he'd rather own a real defense business than a cash-burning story stock.

Full passage: premium transcript (PDF).

SOD $144.77 (open 2026-JUL-17)

Nothing matches this filter.

Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.