This week on Sunday Night Live, JT and Benny break down a packed week ahead for the markets, with a heavy focus on small-cap defense technology, drones, AI infrastructure, batteries, space, and several of the companies at the center of the Zero Hour Group watchlist.
We start with the broader market following the latest FOMC event, looking at futures, shifting risk appetite, and some of the macro and geopolitical catalysts that could drive volatility into the fall. From there, we dive into Safe Pro Group ($SPAI) and the significance of Dr. Phillip Frost acquiring a major position in the company, while revisiting what the Zero Hour Group learned firsthand during Safe Pro’s technology demonstration in Miami.
The conversation then moves across some of our highest-conviction names and emerging setups, including $UMAC, $ONDS, $AMPX, $KOPN, $LTRX, and $LPTH. We break down technical levels, potential entry zones, options strategies, and the fundamental stories behind each company. We also discuss XTEND, the growing competition inside the drone industry, the challenge of scaling production, and why the winners of the next phase of autonomous systems may come down to manufacturing, supply chains, and execution rather than technology alone.
A major portion of the show focuses on Kopin ($KOPN) and its opportunity across photonics, optical interconnects, AI data centers, defense displays, and next-generation computing infrastructure. We also revisit our conversation with Lantronix leadership from the Commercial UAV Expo and discuss why edge computing and autonomous systems could create another major “picks and shovels” opportunity inside the drone and robotics ecosystem.
Later, we step outside our normal coverage with a look at biotech and space names including Alvotech ($ALVO), Recursion Pharmaceuticals ($RXRX), Sidus Space ($SIDU), Planet Labs ($PL), Rocket Lab, AST SpaceMobile, and Redwire.
Also discussed in this episode:
The technical setups we’re watching across $ONDS, $UMAC, $AMPX, $KOPN, $LTRX and $LPTH
Safe Pro Group’s latest shareholder development and our upcoming Miami demo content
Drone Dominance, XTEND, manufacturing scale and the industry’s “Valley of Death”
AI data centers, photonics and Kopin’s optical interconnect opportunity
Lantronix and autonomous edge computing
Defense spending, unmanned systems and the changing structure of modern warfare
Satellite and space-sector ideas submitted by the community
Biotech speculation and the importance of understanding risk in early-stage pharmaceutical companies
The upcoming federal fiscal year and potential implications for defense and autonomous-systems spending
Russia, Ukraine and the growing role of drones in geopolitical conflict
The move toward expanded trading hours and what it could mean for retail investors
Zero Hour Today expanding to multiple episodes per week
A new international contributor joining the Zero Hour Group
Our upcoming coverage from AUSA in Washington, D.C.
More interviews, company access, live coverage and major guests coming to the show
The Zero Hour Group continues to go beyond the ticker—talking directly with executives, attending industry events, seeing emerging technologies firsthand, and bringing that information back to retail investors.
By Retail Investors, For Retail Investors.
