Trump's state capitalism is blossoming everywhere, this time with drones. The Wall Street Journal reported last night that the Trump government is negotiating to fund the US UAV manufacturer through the Pentagon Strategic Capital Office. The same $1.1 billion drone led program aims to produce 300000 attack drones by 2027. A brief overview of the drone ecosystem in the United States: 1) Direct beneficiaries: UMAC: Associated with Trump Jr., has won the Army Motor Contract. RCAT：Teal Drones， The Blue America List is located in the field of small drone procurement. AVAV: Witchblade and Puma, the largest pure players of attack drones launched in the United States. KTOS：XQ-58 Valkyrie， Promote a wider range of unmanned systems. ONDS: Military and Homeland Security Unmanned Aerial Vehicle System. 2) Indirect supply chain: KULR: FPV battery order for April 2026 from drone led program clients. The highest amount is 5 million US dollars in 2026. KOPN: $3.2 million Sentinel FPV optical module order, with a potential 40000 pairs of goggles by 2028. Formally entering the military FPV field for the first time. It seems that the small UAV ecosystem must also be made in the United States, and Trump concept stocks are overflowing