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Defense & Aerospace Innovation

Defense & Aerospace Innovation

Expanding
Theme thesis

$IRDM is leading Defense & Aerospace Innovation; ESLT, FLY, ONDS have confirmed that the move is spreading beyond the leader.

Use the confirmer and break level to decide if this setup is still worth your time.

StageBroadening
UpdatedLive
Breadth83%
Setup strength
30
Glance animation
Trade Read
Why it matters

$IRDM is leading Defense & Aerospace Innovation; ESLT, FLY, ONDS have confirmed that the move is spreading beyond the leader.

What changed

IRDM leadership persisted

What to watch

LCID is the clearest next confirmation candidate and should tell us whether the move can broaden.

What breaks it

Defense & Aerospace Innovation can stay leader-led if LCID and the next software names fail to join while IRDM keeps moving.

Latest Headlines
No symbol-linked headlines found in the current lookback window.
Headlines
No related headlines found

No recent headlines matched the theme's leader or member tickers in the current lookback window.

Who Is Leading
Names
Breadth
83%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
IRDM (IRDM)

IRDM is the current leadership name for Defense & Aerospace Innovation, carrying the highest structural influence in the live cluster.

Confirmers
No live confirmer roster available.
Supporting Names
ESLT (ESLT)
ESLT is acting as a bridge inside Defense & Aerospace Innovation, helping the move transmit beyond the core leadership group.
FLY (FLY)
FLY is acting as a bridge inside Defense & Aerospace Innovation, helping the move transmit beyond the core leadership group.
KRYS (KRYS)
KRYS is acting as a bridge inside Defense & Aerospace Innovation, helping the move transmit beyond the core leadership group.
LCID (LCID)
LCID is acting as a bridge inside Defense & Aerospace Innovation, helping the move transmit beyond the core leadership group.
ONDS (ONDS)
ONDS is acting as a bridge inside Defense & Aerospace Innovation, helping the move transmit beyond the core leadership group.
Not Yet Participating
LCID (LCID)
46%
Not participating yet
ONDS (ONDS)
41%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
IRDM
88% participation
88%
Watchlist Sectors
ESLT — Participation 64%
FLY — Participation 58%
KRYS — Participation 52%
Absent Sectors
LCID — Still absent
ONDS — Still absent
Live Names
6 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
IRDM (IRDM)
Leader
Live
n/a
n/a
IRDM is the current leadership name for Defense & Aerospace Innovation, carrying the highest structural influence in the live cluster.
2
ESLT (ESLT)
Participant
Live
n/a
n/a
ESLT is acting as a bridge inside Defense & Aerospace Innovation, helping the move transmit beyond the core leadership group.
3
FLY (FLY)
Participant
Live
n/a
n/a
FLY is acting as a bridge inside Defense & Aerospace Innovation, helping the move transmit beyond the core leadership group.
4
KRYS (KRYS)
Participant
Live
n/a
n/a
KRYS is acting as a bridge inside Defense & Aerospace Innovation, helping the move transmit beyond the core leadership group.
5
LCID (LCID)
Participant
Live
n/a
n/a
LCID is acting as a bridge inside Defense & Aerospace Innovation, helping the move transmit beyond the core leadership group.
6
ONDS (ONDS)
Participant
Live
n/a
n/a
ONDS is acting as a bridge inside Defense & Aerospace Innovation, helping the move transmit beyond the core leadership group.
Theme Stability
2 sessions
Stability
Theme stability

This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?

First seen2026-05-19
Last seen2026-05-20
Runs2
Days2
ReadModerately stable
Label drift1 variants
2026-05-19
Broadening
6 names

Defense & Aerospace Innovation added 6 names and only removed 0

2026-05-20
Held steady
6 names

Membership was unchanged from the prior session

Activation Evidence
Live
First wave leaders
0
Names that moved first.
Second wave confirmers
0
Follow-through names joining after the leader.
Net new members
0
New names added to the move.
Repeat rate
0%
How often the same names keep reappearing.
Confirmer speed
0%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
0%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.
Multi-Asset
Cross-Market Support
How to use this

Treat this as a secondary check. If outside markets are helping, it supports the setup. If they are hurting, lower conviction or wait. If they are neutral, ignore it.

ESLT → AGG
Hurting
cross_asset_lag1
27% link
30D
Cuts against it
Weak
ESLT → EMB
Hurting
cross_asset_lag1
25% link
30D
Cuts against it
Weak
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