DJI

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• bearish assessment Unattributed

  the other backdrop for this is that GI, the leading Chinese company faces increased pressure in the U S you know, the, there's, there's legislation being considered that would, that would essentially ban them from introducing new products into the U S. I think it's, it's plausible that this was a retaliatory effort by the Chinese government against that, um, you know, and, and we've also gotten big enough now that we're, you know, we're competing with DJI successfully. We're taking market share

• neutral fact_claim Unattributed

  And DJI was the big winning company there.

• neutral fact_claim Unattributed

  And most people are buying drones like I did from a company called DGI. Are they the 800-pound gorilla in the space? They are. Yeah.

• neutral fact_claim Unattributed

  this bill does mean that the federal agencies are prohibited from buying or using drones that are made in countries that are deemed to be threats to the united states this means china this means dji who has according to our notes 73 market share here in the us which is simply astounding number

• bearish criticism David Friedberg

  dgi drones like the tick tock ban is a major issue that we should all be aware of because dgi drones are made in china and they could very easily be sending all the information they've got back and maybe there's like a zero a day exploit you know where all the drones could be controlled or taken over at a certain point

• neutral fact_claim David Friedberg

  drones were a major investment category a major startup category that kind of died down when dgi took over the space and won all the hardware that you know consumers buy

• bearish criticism Brendan Carr

  I'm concerned about that as well. I mean, look, it's very similar to what's going on with with TikTok in the sense that these are very sophisticated platforms. And so I put out a call almost a year ago now, again, asking our national security agencies to give a thumbs up or thumbs down with their final view. I think there's enough there for me to be concerned. You know, they're obviously can collect everything from, you know, facial recognition to body temperatures to high resolution images. Som

• bullish assessment Unattributed

  DJI is printing these things like money. Unbelievable.

• neutral fact_claim Unattributed

  companies like dji which makes 70 percent of the world's drones uh they call this area home