Trump Said US Is Ready To 'WIN BIG' In Iran With 'Unlimited' Munitions. Then These Two Drone Stocks Took Off— Here's Why

1 week ago 5

Rishabh Mishra

Thu, March 5, 2026 astatine 9:30 AM CST 3 min read

President Donald Trump touted the spot of U.S. munitions stockpiles connected Tuesday, declaring them “unlimited” astatine mean and upper-medium grades, portion emphasizing readiness to “WIN BIG!!!” This comes amid escalating struggle involving U.S.-Israeli strikes connected Iran, driving capitalist involvement successful defence and drone-related stocks.

In a Truth Social post, Trump highlighted the robust proviso of munitions, stating the U.S. has “virtually unlimited supply” of mean and upper-medium people weapons, which person been utilized successfully successful prolonged conflicts.

He contrasted this with anterior medication policies, claiming high-end stockpiles were depleted by assistance to Ukraine without capable replenishment.

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Trump concluded, “The United States is stocked, and acceptable to WIN BIG!!!”The station underscores a communicative of restored subject preparedness nether his leadership, focusing connected home capabilities for sustained operations.

U.S.-listed drone and defence stocks rallied arsenic the Iran struggle intensified implicit the weekend, with reports of strikes, retaliatory attacks, and risks to determination stableness boosting request for autonomous systems similar tactical drones and counter-UAS technologies.

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Ondas Holdings (NASDAQ:ONDS), up 9.32% YTD, gained traction, with caller quality of a $10 cardinal strategical concern successful World View Enterprises for complementary stratospheric ISR capabilities, positive speculation astir imaginable DoD programs similar the Drone Dominance Gauntlet. ONDS was up 4.71% implicit the past 5 days, and it was 1.22% higher successful pre-market connected Tuesday.
Red Cat Holdings (NASDAQ:RCAT) led performers with a important YTD beforehand of 72.38%, driven by U.S. Army contracts, home manufacturing advantages nether policies restricting overseas components, and expansions into multi-domain systems, including unmanned aboveground vessels. RCAT gained 6.92% successful the past 5 days, and it was up 4.46% successful premarket connected Tuesday.
Kratos Defense & Security Solutions (NASDAQ:KTOS) has shown beardown year-to-date gains of 19.61%, benefiting from its absorption connected low-cost, high-performance unmanned aerial vehicles specified arsenic the XQ-58 Valkyrie, aligned with Pentagon priorities for attritable drones. The banal gained implicit 5% successful Monday’s trading session.