TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

srdjan kovacevic

T2 · manager / operator

Founder and CEO of Orqa, a Croatian aerial robotics company building European sovereign drone technology stack. Transitioned from hardware engineering services to product company 10 years ago, now scaling to 280k drones/year manufacturing capacity.

3 calls·1 name·100% bull·last heard last month·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$ORQAOrqa

Orqa CEO: European drone maker scaling to 280k annual capacity amid NATO transformation

Orqa is building a sovereign European drone technology stack capable of 280k units/year, positioning for the inevitable Western defense transformation driven by Ukraine's demonstration of drone warfare dominance.

Scaling Europe2026-08episode →

most discussed · click a bar to filter

  • $ORQA

recurring themes

  • Defense Tech2
  • Critical Minerals & Supply Chain2
  • Semiconductors1
  • Robotics & Physical AI1
3 total
$ORQA
Orqa
HIGHsrdjan kovacevic·Scaling Europe·last month·Orqa builds leading drone hardware in Europe: Srdjan Kovacevic, CEO & Co-Founder of Orqa
Orqa CEO: European drone maker scaling to 280k annual capacity amid NATO transformation
Orqa is building a sovereign European drone technology stack capable of 280k units/year, positioning for the inevitable Western defense transformation driven by Ukraine's demonstration of drone warfare dominance.
"I believe uh that you know last year I think we did we we have a pretty broad product portfolio and you know because we build everything you need to build a drone from all the com…"
10:30
$ORQA
Orqa
HIGHsrdjan kovacevic·Scaling Europe·last month·Orqa builds leading drone hardware in Europe: Srdjan Kovacevic, CEO & Co-Founder of Orqa
Orqa scaling to 280k drones/year capacity, doubling output in 2024
Orqa has achieved serial manufacturing capacity of 280,000 drones per year (one every 80 seconds) and is on track to double 2023's 250k unit output by mid-2024, while supplying components to dozens of Western drone companies.
"our our current uh manufacturing capacity for drone is around uh 280,000 per year. So should there be a demand we will be able to produce 280,000 drones per year... this year I th…"
11:00
$ORQA
Orqa
HIGHsrdjan kovacevic·Scaling Europe·last month·Orqa builds leading drone hardware in Europe: Srdjan Kovacevic, CEO & Co-Founder of Orqa
Orqa CEO claims European drone sovereignty with full stack built in Croatia
Orqa has built a complete European aerial robotics technology stack (hardware and software) designed and manufactured in Croatia, positioning it as a sovereign alternative to Chinese drone suppliers for NATO defense transformation.
"we are now a you know not just a Google company but you know fullyfledged drone company uh aerial robotics company with an entire technology stack required uh to build an aerial r…"
2:03
9
Defense Techtailwind
Drone warfare transformation makes Western armies obsolete without urgent change
Ukraine's June 2024 drone operations (200k strikes, 35k interceptions) exceed NATO's entire 4-year procurement, proving armored assaults are now suicidal; Western militaries remain in pre-programmatic experimentation phase and would be severely outmatched against transformed forces.
9
Defense Techtailwind
Ukraine's drone warfare proves Western armies obsolete without transformation
Ukraine's 200k monthly strike missions and 35k drone interceptions demonstrate a once-in-generation warfare shift; NATO's 4-year procurement totals less than Ukraine's single-month interceptions, leaving Western forces severely outmatched against transformed adversaries.
8
Critical Minerals & Supply Chaintailwind
European drone sovereignty requires non-Chinese supply chains and local manufacturing
Geopolitical shifts (Ukraine war, NATO transformation) have made European hardware manufacturing a strategic imperative beyond economics; Orqa's full-stack European production model proves sovereign supply chains are viable and now essential for defense readiness.
8
Critical Minerals & Supply Chaintailwind
European drone sovereignty requires local manufacturing to survive AI-driven chip shortages
Orqa's experience surviving COVID chip shortages and now AI-driven semiconductor constraints proves European hardware sovereignty demands local supply chain control; capital availability enables inventory stockpiling to bridge unpredictable defense demand cycles.
8
Semiconductorsheadwind
AI boom creating semiconductor supply crisis for defense drone production
The AI infrastructure buildout is consuming semiconductor supply, causing lead time blowouts and price spikes for drone components; this is the second extreme supply chain crisis in 5 years (after COVID), forcing defense manufacturers to stockpile inventory at significant capital cost.
7
Robotics & Physical AItailwind
Drone autonomy arriving in months not years as building blocks mature
Orqa's technology stack enables rapidly increasing automation layers; fully autonomous aerial robots are months away as AI and hardware building blocks converge, transforming remotely operated vehicles into true aerial robots.