Trump put tariffs on imported drones. Signed yesterday, effective September 3. Anything over 25 kilograms or carrying thermal imaging gets hit at 100%. Smaller drones get 25%. Allies get 15%. The reason given is national security. We buy too many drones and drone parts from overseas, mostly China, for something the military now depends on. The tariff is meant to force that production back home. Whether it works long term is a different conversation. What matters this morning is that every foreign drone in this market just got more expensive, and the domestic makers didn't have to do anything to gain the advantage. Kratos (KTOS) is the one we know best. The stock has been in a slump all year, working off a huge run from last year. Support has held around $50. It's up about 3% this morning, sitting right at its 200-day moving average. Clear that and turn it into support, and the year's damage starts to repair. Above there, $70 is the next base. Red Cat (RCAT) has the same story on the chart. The 8-day crossed above the 20-day on August 7, and the stock has taken back its 200-day. Buy the stock and set a 20% stop.