Find Kate Jones on X under the handle @journalistKate.

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We also break down the substance of the deck: why combat air patrols need a new generation of affordable, attritable multi mission ISR, what ULTRA and LEAP deliver against legacy ISR on endurance, payload capacity and cost per mission, and the case for Ondas as the category leader in autonomous defense.

Plus the layered defense positioning for the modern battlespace, the counter UAS portfolio, the investor Q and A, and our read on what the acquisition does to the financial model.

Watch the video version on YouTube: https://www.youtube.com/watch?v=Xxg8mCzkYIY

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We also break down a long list of individual tickers with live charts on the names that mattered most that week: SMCI, ORCL, CRM, ADBE, TTD, AVAV, CRWV, SPCX, and AMPX.

Plus private equity and what realistic access to that space looks like for an average retail investor, and listener questions from the chat.

Watch the video version on YouTube: https://www.youtube.com/watch?v=J6ATVNn-9jo

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We also break down the week ahead in the markets: the sectors David believes can outperform over the next three to five years, the bull case for nuclear, drones and defense autonomy, energy, space, and robotics, the copper and data center power thesis and how optical interconnects could reshape it, and where memory and DRAM names sit after their recent run.

Plus a founder first look at how David reads a growth story and why the person running the company matters as much as the numbers, live listener questions from the chat on the biggest gainer you failed to hold and what causes the next black swan, a discussion on recent volatility and what a real pullback could look like, and a preview of the Zero Hour Group team heading to the Commercial Drone Alliance summit and Kopin HQ.

Watch the video version on YouTube: https://www.youtube.com/watch?v=CAgstWNb1cI

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For UMAC, the relationship provides evidence of demand for its U.S.-made drone components and gives the company exposure to the counter-UAS market.

For POWERUS, ($PUSA) this level of purchasing suggests purchase orders incoming. Both players are scaling up as demand increases.

Watch our interview with POWERUS co-founder and xNAV designer, Ziv Marom taped on location at the Commercial Drone Alliance Leadership Summit in DC July 31, 2026.

More defense and technology investor coverage always at: https://thezerohourgroup.com

Zero Hour Group Goes Inside the Commercial Drone Alliance Leadership Summit

Zero Hour Group was on the ground in Washington, D.C., with official press access to one of the most important gatherings in the emerging drone economy.

Joined by investor and researcher Jeff Gabel, we broke down what industry leaders, government officials, investors, manufacturers, and operators are doing to move American drone technology forward.

The biggest takeaway was clear: drone dominance will require collaboration.

We discussed:

• Jeff’s concept of drone diplomacy and how autonomous technology is becoming a tool for strengthening alliances, creating jobs, securing borders, and expanding American influence• The importance of domestic manufacturing, trusted components, supply-chain security, and reducing reliance on foreign drone technology• How Part 108, beyond-visual-line-of-sight operations, and low-altitude airspace management could unlock commercial drone adoption• Government and private financing designed to help American drone companies scale production• Why counter-UAS security requires layered systems, coordinated agencies, trained operators, and a shared operational picture• The overlap between commercial and defense applications, from public safety and infrastructure inspection to battlefield autonomy• Performance Drone Works and the major financing support behind its manufacturing expansion• PowerUs, its heavy-lift drone platforms, and potential applications across defense, firefighting, agriculture, logistics, and public safety• Insights from geopolitical strategist Kate Burroughs-Jones, with more of Kate’s Take coming to Zero Hour Group• Upcoming exclusive interviews with PowerUs, Onra Technologies, and other leaders shaping the industry

The Commercial Drone Alliance Summit showed that the urgency surrounding American drone leadership has changed. The industry is no longer operating as a collection of isolated companies. Government, capital, technology, regulation, and manufacturing are beginning to move together as part of a larger national effort.

Zero Hour Group’s mission remains the same: retail investors for retail investors.

We are going into the rooms, meeting leadership face-to-face, and bringing our community information and access that retail investors rarely receive.

This was only Part One. More exclusive interviews and original coverage are coming soon.

Follow Zero Hour Group to stay in the loop.

#ZeroHourGroup #DroneTechnology #DroneDiplomacy #DefenseTechnology #AutonomousSystems #CounterUAS #CommercialDrones #RetailInvestors #PowerUs #PDW #Ondas

Watch on YouTube: https://youtube.com/live/0X9z0Yorvgc

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Zero Hour Group Today goes live every Tuesday at 11am ET, plus whenever news breaks.

Plus our brand new Anduril article: the 60 billion dollar valuation, the Army contract behind Fury, Arsenal One coming to Ohio, and the Golden Dome money that could rewrite small cap defense. Read it free on X and Substack.

Watch the video version on YouTube: https://www.youtube.com/watch?v=S1IgzcvcycE

Follow The Zero Hour Group: https://www.thezerohourgroup.com

Zero Hour Group Today goes live every Tuesday at 11am ET, plus whenever news breaks.

We dig into why this order matters beyond its size: the DZYNE acquisition adding to the counter-UAS suite, the shareholder meeting exchange where JT asked Eric Brock about Asia-Pacific activity back in May, and what repeat orders from allied militaries could mean for the revenue picture.

Plus a full walkthrough of the DTIM kit and DroneBuster hardware, viewer Q&A on how Ondas assembled its technology stack through acquisitions, the Golden Dome opportunity with spending projected to eclipse $1.2 trillion over 20 years, and our announcement: The Zero Hour Group will be on site covering the American Drone Leadership Summit.

Watch on YouTube: https://www.youtube.com/watch?v=-WM0l_LOEfE

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We also break down the week ahead in the markets: the rotation happening inside the S&P 500, why financials and energy are holding up while high-beta momentum names get hit, the case that memory and DRAM are near a bottom, and what’s next for the drone sector. Plus live chart breakdowns using gamma flip and key dealer levels, listener Q&A, and the biggest mistakes new traders make.

Try Trader Daddy Pro for a full month for just $1: https://www.traderdaddy.pro/launch

Watch the video version on YouTube: https://www.youtube.com/watch?v=nlibjBYfcnI

Ryan Lepiane filled in as co-host this week. Long-term equity investor who trades his bread-and-butter with defined risk options strategies.

Special guest Ann is a two-time doctor. PhD in math, then an MD, because apparently one wasn’t enough. Between practicing medicine and rock climbing, she applies serious analytical firepower to selling index options.