The pure-play drone names are in broad collapse — AVAV (RSI 43.9, -59% from high, collapse), KTOS (RSI 44.0, -41% 3M, -58% from high, collapse), AVEX (RSI 37, -32% 3M), KRKNF (RSI 42, -32% 3M, collapse), RCAT (RSI 45.2, -36% 3M, collapse), DRSHF (RSI 36.8, -57% from high), PL (RSI 34, -34% 30D — the lowest RSI). The strength is entirely in the broad-defense ETFs and primes: DFEN (RSI 62.9, +34.7% 30D), ITA (RSI 64, near high), RTX (RSI 60.1, strong-up). UMAC (RSI 54.7, +74% 30D) is the one drone name bucking the trend. No oversold (<30) names; many drone names mid-RSI but in collapse/downtrend regime.

Latest bar Thursday 2026-06-18 (Fri 06-19 Juneteenth, closed). Many names 2d stale from yfinance throttle (06-16/06-17) — flagged inline. EOPSF/DRSHF/KRKNF are OTC ADRs.

ETFs / Primes — Hold (RSI 53-64): ITA (RSI 64, near 52wk high, strong-up, basing), DFEN (RSI 62.9, +34.7% 30D, +14.5% vs SMA20 — the leveraged defense ETF ripping), RTX (RSI 60.1, strong-up, +6.6% 30D). LMT (RSI 53.0, -15.2% 3M pullback) and TDY (RSI 53.0, basing) are flatter. The broad-defense exposure is the strength of the scan.

Mid-RSI Pullbacks / Watch (RSI 42-48): ESLT (RSI 47.9, -14% 3M), NOC (RSI 47.1, -23.5% 3M, strong-down, death cross), AXON (RSI 45.4, -52% from high, downtrend), LASR (RSI 43.6, pullback, thesis intact), AMPX (RSI 43.8, -15.4% 3M). Off their highs but not yet capitulating.

Drone Pure-Plays — Collapse / Watch (RSI 36-45): AVAV (RSI 43.9, -59% from high, -19.8% 3M, collapse regime, death cross — the flagship counter-UAS name deeply broken), KTOS (RSI 44.0, -41% 3M, -58% from high, collapse, death cross), KRKNF (RSI 42, -32% 3M, collapse), RCAT (RSI 45.2, -36% 3M, collapse, +22% 30D dead-cat bounce), DRSHF (RSI 36.8, -57% from high, collapse), AVEX (RSI 37, -32% 3M, -30.4% vs SMA20, too-young). These read mid-RSI but are in collapse/downtrend regimes — NOT oversold dips. ONDS (RSI 42.3, downtrend).

Lowest RSI / Watch (RSI 34): PL (RSI 34.0, -34% 30D, -27.3% vs SMA20, -45.5% from high) — the single lowest RSI and the sharpest 30D drawdown; pullback regime but breaking down. EOPSF (RSI 41.8, +14.2% 7D bounce).

• Drone pure-plays in broad collapse — AVAV (-59% from high), KTOS (-58%), DRSHF (-57%), AVEX (-57%), all collapse/downtrend regimes; the speculative drone tail is deeply broken
• PL is the sharpest fresh drop — RSI 34, -33.6% 30D, -27.3% vs SMA20; lowest RSI in the scan
• ETFs masking the drawdown — DFEN (+34.7% 30D) and ITA (RSI 64, near high) ripping while their drone components collapse; the index hides the dispersion
• UMAC the lone winner — RSI 54.7, +74.4% 30D, strong-up; only drone name in an uptrend
• Primes mixed — RTX strong-up (RSI 60.1), but NOC (-23.5% 3M, death cross) and LMT (-15.2% 3M) lagging
• No oversold names — lowest RSI is PL 34.0; collapse regimes at mid-RSI (40s) are the trap, not a dip

• Is the drone-name collapse (AVAV/KTOS/RCAT/KRKNF) a funding/order-pause event or sector derating? (needs event verify — not in this scan)
• What drove UMAC's +74% 30D divergence from the rest of the drone book? (catalyst unknown — verify before acting)