Executive Order Lifts eVTOLs, $ANET Investment Case, $WBD Breakup Plan, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Trump’s New Order Gives Lift to eVTOL Industry
- Deep Sail Capital: Arista Networks ($ANET) Investment Case
- Insider Buys at Topgolf Callaway ($MODG)
- Trending Tickers: $WBD Split Plan, $PLUG 2GW Deal, $OUST DoD Approval
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Trump’s New Order Gives Lift to eVTOL Industry
President Trump’s latest executive order is set to boost the eVTOL and drone industries by directing the FAA to fast-track approvals and support domestic manufacturing. Building on past moves that reshaped sectors like nuclear energy and trade, this policy aims to speed up air taxi integration, cut red tape, and strengthen the U.S. industrial base. Companies like Joby, Archer, Blade, and Surf Air could see direct benefits, while foreign-based firms listed in the U.S.—including EHang, Eve, and Vertical Aerospace—may also gain from increased global momentum and export-focused policies. Read the full article here.
Deep Sail Capital: Arista Networks ($ANET) Investment Case
Deep Sail Capital views Arista Networks ($ANET) as a compelling long-term investment in their 1Q 2025 letter, believing the company holds a dominant position in AI data center networking through its proprietary Ethernet-based solutions competing against Nvidia’s InfiniBand architecture. They highlight the founder-led management team of CEO Jayshree Ullal and active co-founder Andy Bechtolsheim, emphasizing how Arista differentiates itself through superior software (EOS and CloudVision platforms) that generates 80% gross margins on services revenue while maintaining what they see as a conservative balance sheet with no debt and aggressive share buybacks ($480M last year). Deep Sail notes the company’s #1 rankings across networking comparison sites and believes Arista is well-positioned in the expanding AI data center market, though they acknowledge the premium valuation at 24x NTM EBITDA. Read the full article here.
Insider Buys at Topgolf Callaway ($MODG)
Director Adebayo Ogunlesi recently purchased 461,583 shares of $MODG stock on June 9, 2025, at a price of $6.62 per share—an investment totaling $3.06 million. This marks his largest insider purchase on record and comes as part of a wave of insider buying at the company, with five executives purchasing shares over the past 30 days. Topgolf Callaway Brands, the parent company behind Callaway Golf equipment and Topgolf entertainment venues, has been under pressure. The stock declined 45% over the past year amid weakening consumer spending and a drop in same-venue Topgolf sales. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $WBD Split Plan, $PLUG 2GW Deal, $OUST DoD Approval
This week, several companies made headlines with strategic moves and high-impact announcements. Here’s a breakdown:
- Warner Bros. Discovery ($WBD): The company announced plans to split into two separate public entities by mid-2026—one focused on streaming and studios, the other on global networks. The move is aimed at unlocking shareholder value and aligning each business with targeted growth strategies.
- Plug Power ($PLUG): Plug Power signed a major agreement to supply 2 GW of electrolyzers for a green hydrogen project in Uzbekistan. The deal strengthens Plug’s presence in global decarbonization projects and builds on its earlier partnership with Allied Green Ammonia.
- Ouster ($OUST): Ouster’s OS1 lidar sensor was approved by the U.S. Department of Defense for unmanned aerial systems, making it the first high-resolution 3D lidar listed in the Pentagon’s Blue UAS Framework. The designation supports broader adoption across federal defense and autonomous systems.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
