The AI Arms Race Has a New Contender: VWAV

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VisionWave Holdings Positions Itself at the Center of the Global Shift Toward Autonomous Defense Intelligence with New Military Leadership, Expanding Pilots, and a Clear Path Toward Multi-Year Contract Revenue

VisionWave Holdings (NASDAQ: VWAV) is rapidly emerging as one of the most strategically positioned AI-defense technology companies in the market today.

Anchored by its proprietary Vision-RF and Evolved Intelligence™ platforms—built for autonomous sensing, high-precision radar intelligence, and battlefield-ready AI decision support—the company has secured more than 50 granted patents and established pilot programs across the U.S., Israel, India, and multiple Gulf-region partners.

These early-stage deployments include a $216,000 live-fire evaluation with a UAE defense prime, U.S. Army C-UAS submissions, Israeli border security tests, and a 10-year collaboration framework in India.

With the global defense radar market expected to nearly double from 2025 to 2034, VWAV’s technology is aligned with what militaries worldwide are actively prioritizing: automation, faster intelligence cycles, and integrated threat detection.

The company’s recent advisory board expansion—adding Admiral (Ret.) Eli Marum, Ambassador (Ret.) Ned L. Siegel, and former UK MP Ben Everitt—signals a decisive move into large-scale commercialization.

These appointments bring deep command-level, diplomatic, and procurement expertise that dramatically strengthens VWAV’s ability to convert pilots into multi-year production contracts expected to ramp in 2026. Combined with a debt-free balance sheet and a $50 million equity line to fuel deployment and scaling, VisionWave is positioning itself for a major revenue inflection point as military customers shift from testing to adopting next-generation AI defense systems.

Learn why VWAV is becoming one of the most closely watched defense-AI companies of 2025 and beyond

Just For You

Sea, Space, & Sky: 3 Frontier Robotics Stocks Under $20

Submitted by Jeffrey Neal Johnson. Article Published: 1/20/2026. 

Autonomous rover with robotic arm on a dusty desert-like terrain, symbolizing frontier robotics in harsh environments.

At a Glance

  • Redwire Corporation is pivoting to defense while solidifying its backlog as a critical provider of space infrastructure.
  • Ondas Holdings is experiencing rapid growth as global demand for its autonomous drone platforms in the security and defense sectors continues to increase.
  • Nauticus Robotics has validated its subsea technology and secured strategic partnerships to transition from development to commercial services.

For investors in the technology sector, factory automation has long been a standard trade. For years, investors have flocked to companies that build robots to move boxes in warehouses or weld parts on assembly lines. Now, however, that trade has become crowded and expensive. As we move through January 2026, a quiet but significant rotation is occurring in the capital markets: smart money is shifting toward frontier robotics.

Frontier robotics represents a different breed of machine. These are autonomous systems designed to operate in the dirty, dull, and dangerous environments where human labor is too risky, too scarce, or prohibitively expensive — from the depths of the ocean to the vacuum of space and the hostile skies of conflict zones.

Redwire Corporation: The Infrastructure of Orbit

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Redwire Corporation (NYSE: RDW) is distinguishing itself as more than a space-exploration concept; it is becoming a critical infrastructure vendor. Currently trading in the $11–$12 range, the stock recently triggered one of the most reliable bullish signals in finance: insider buying. When executives buy shares on the open market — rather than simply receiving stock as part of compensation — it signals that those closest to the company’s operations believe the shares are undervalued relative to future prospects.

Redwire’s insider trading picture for early 2026 is complicated by profit-taking from a major backer who also holds a board seat. Ae Red Holdings, LLC sold a significant number of shares this year, likely to realize gains, which creates noise around the steady buying from the CEO and other C-suite executives. Despite that institutional selling, management’s purchases suggest insiders still view the stock as underpriced.

The financials back that confidence. In the third quarter of 2025, Redwire reported revenue of $103.4 million, a 50.7% year-over-year increase. Even more important for long-term visibility is the company’s backlog, which stands at $355.6 million — a level that points to repeatable, near-term revenue rather than one-off gains.

Redwire has evolved from a space manufacturing firm into a hybrid defense contractor. A key driver of recent growth was the acquisition of Edge Autonomy, enabling Redwire to supply unmanned aerial systems (such as the Stalker and Penguin) to defense clients including the U.S. Army. At the same time, its space division continues to excel with Roll-Out Solar Arrays (ROSA), a preferred power solution for the International Space Station and future commercial stations. For investors, Redwire can serve as the foundational holding in this portfolio — bridging stable defense contracts and the higher-growth space economy.

Ondas Holdings: Breakout Growth in the Sky

Where Redwire offers stability, Ondas Holdings (NASDAQ: ONDS) represents high-velocity growth. Recent trading shows a sharp spike in unusual call options activity, with volume rising 142%. A call option gives the holder the right to buy a stock at a set price in the future. Sudden increases in call volume often indicate institutional positioning for a breakout — anticipating positive news or a near-term jump in share price.

The fundamentals give that speculation teeth. In Q3 2025, Ondas reported revenue of $10.1 million, a 582% increase year over year. That triple-digit growth suggests the company has moved beyond testing into commercial deployment.

Ondas specializes in “drone-in-a-box” systems: autonomous docking stations that let drones operate without on-site pilots. The defense sector has been the primary growth driver. The Iron Drone system, designed to detect and neutralize hostile drones, has seen rising demand amid conflicts in the Middle East and Eastern Europe. Additionally, the acquisition of Apeiro Motion expands Ondas’s capabilities into ground robotics. For investors, Ondas is the growth play: higher volatility but a revenue trajectory that suggests rapid market adoption.

Nauticus Robotics: A Turnaround in the Deep

The final component of this frontier portfolio lies beneath the ocean. Nauticus Robotics (NASDAQ: KITT) is an aggressive turnaround play, trading near $1. The stock recently jumped 8.1% on news of commercial progress, drawing value-focused investors who specialize in distressed assets. Nauticus aims to replace large, pollution-heavy ships used in offshore energy with small, autonomous robots — a big idea that has previously been hampered by financial strain. Recent price action suggests the market thinks the worst may be behind the company.

A key technical milestone arrived when Nauticus’s flagship robot, the Aquanaut, completed deep-sea testing to 2,300 meters — validating its ability to withstand the immense pressures of the ocean floor. That success has opened commercial conversations with energy majors such as Shell (NYSE: SHEL) and Petrobras (NYSE: PBR), helping shift the company from research lab to service provider.

Cash burn has been Nauticus’s primary historical risk. Management has responded with aggressive measures: a late-2025 debt restructuring and a strategic partnership with Forum Energy Technologies. By leveraging Forum’s manufacturing capabilities, Nauticus can avoid heavy capital expenditures on factories and instead focus on selling high-margin software (ToolKITT) and deploying robot fleets. Investors should view Nauticus as high-risk, high-reward: successful execution could materially reprice the stock.

The Dirty, Dull, and Dangerous Premium

The rotation into Nauticus, Redwire, and Ondas highlights a broader trend: a search for value in tangible, industrial technology. These companies aren’t building consumer gadgets; they are building infrastructure for the next generation of the global economy. Redwire powers satellites and stations that connect the world. Ondas secures the skies and monitors critical rail and oil lines. Nauticus services the subsea energy grid.

With bullish signals ranging from insider buying to massive revenue spikes, these three stocks under $20 offer a way to diversify a portfolio with exposure to sectors that possess high barriers to entry. As 2026 unfolds, the data suggest the frontier robotics sector may finally be finding its stride.

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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