Sunday Night Live with The Zero Hour Group

The Zero Hour Group
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The Zero Hour Group is a research and media company focused on the small cap defense sector. Hosted by Benny and JT, Sunday Night Live with The Zero Hour Group is a weekly conversation with retail traders covering futures, options, and the realities of trading in today's markets.

  1. 3d ago

    Sunday Night Live #20 | Chrispy's Unusual Machines ($UMAC) Tour and the Nvidia ($NVDA) CEO Probe

    Benny and JT from The Zero Hour Group open Sunday Night Live #20 with the Nvidia (NVDA) news: the board has launched an independent investigation into CEO Jensen Huang after reports that he was the target of a foreign intelligence effort, and JT points to earnings on November 17. Then they bring on Chrispy (@RadHardTech), the X investor who just toured Unusual Machines (UMAC) in Orlando and sat down with CEO Alan Evans and COO Drew Camden right before the company's Q3 report. Chrispy explains how Unusual Machines came together from Rotor Riot and Fat Shark and was spun out of Red Cat, and why he reads it as a tier two supplier story. Q3 revenue was up 551% year over year, and Chrispy shares what he wants to ask Alan in his post-earnings follow-up: the automation rollout, the optics and camera plans, and the facility space that gates growth. The group also digs into Neros, its $500 million Army PBAS contract and its conditional $450 million Office of Strategic Capital loan commitment, and the question of how fast that money turns into production. Around the sector: a packed earnings week including Rocket Lab (RKLB) and Kopin (KOPN), LightPath (LPTH) and its order for over 50,000 optical assemblies for drones, Palantir (PLTR) and its first quarter with US commercial revenue ahead of US government, and Shield AI's agreement to buy radar maker Echodyne. Benny and JT share what they expect from Ondas (ONDS) and Kopin earnings, a look at the defense budget and midterm worries for drone suppliers, and Utah's growing drone scene. Then Chrispy runs a slideshow from the tour: motor winding and stripping, the balancing machines that gate output, the automation line, the 3D printer wall, the optics clean room and the Fat Shark headset test fixture, plus the catered lunches. His full Unusual Machines interview with Alan and Drew is coming soon. Watch the video version on YouTube: https://www.youtube.com/watch?v=was82NxJkDY Follow The Zero Hour Group: https://www.thezerohourgroup.com

    Sunday Night Live #20 | Chrispy's Unusual Machines ($UMAC) Tour and the Nvidia ($NVDA) CEO Probe

  2. Nov 2

    Sunday Night Live #19 | Intel's Worst Day Since 1974, Ondas ($ONDS) Shorts, Palantir ($PLTR) Preview

    Benny and JT from The Zero Hour Group close out a brutal week on Sunday Night Live. Intel (INTC) had its worst day since 1974, falling 28.6% after its earnings guidance, and Alphabet (GOOGL) had its worst day on record, down 12.6%. They break down the Intel chart, the government's stake in the company, and why small caps and defense names held up better than big tech. JT shares his read on healthcare, memory and the midterm elections, and the hosts look at how Amazon (AMZN) fits in a risk-off market. Ondas (ONDS) takes a big part of the show. Benny and JT dig into the heavy short interest ahead of its Q3 report on November 12, the Rotron acquisition in the UK, the ONBERG joint venture with Heidelberg in Germany, and the dilution debate. They also look at Powerus (PUSA) and its $82 million counter-drone order, XTEND (XTND) and the Drone Dominance Program, LightPath (LPTH) and its 50,000 plus optical assemblies order, Unusual Machines (UMAC) ahead of Thursday's report, and the $250 million FEMA counter-drone grant program. JT also looks back at Avis Budget (CAR) and its short squeeze earlier this year. Then the week's picks. JT's long term views are Micron (MU), Intel and healthcare ETFs, while Benny's is Palladyne AI (PDYN), where he likes CEO Ben Wolff and the push into commercial autonomy and robotics. Benny and JT preview Palantir (PLTR) earnings on Monday after the close, including Regna AI, the sovereign AI company Palantir and Ondas launched in October with Ondas as its first customer, and JT's thinking on hedging around the report. They also talk about the Regna AI interview with Ondas CEO Eric Brock, shot at AUSA. Watch the video version on YouTube: https://www.youtube.com/watch?v=O5dje9Xhfp8 Follow The Zero Hour Group: https://www.thezerohourgroup.com

    Sunday Night Live #19 | Intel's Worst Day Since 1974, Ondas ($ONDS) Shorts, Palantir ($PLTR) Preview

  3. Oct 26

    Sunday Night Live #18 | Trader Matrix Founders Put Their AI, Arya, to the Test

    JT from The Zero Hour Group hosts Sunday Night Live solo with Benny out sick, joined by Mike and Art, the founders of Trader Matrix. They open on a rough, rotation-driven market, with money moving out of tech and semis and into energy, healthcare and staples, and Mike's read that the week breaks one of two ways: a bounce or a capitulation. Art puts Trader Matrix's AI assistant, Arya, on the spot with her setups for the week: Merck (MRK) into earnings, SLB, Hims (HIMS) and Arista (ANET), with JT, Mike and Art giving honest reads on each. Art then shows Arya's Position Doctor on a CoreWeave position he sold, and the group walks through unusual options flow, the sector flow page, the market rotation map, the market health page and Tomorrow's Map for futures traders. Listener questions take the second half. JT's Moderna (MRNA) setup after the cancer vaccine data leak, then Rocket Lab (RKLB) and POET Technologies (POET) worked through Trader Matrix's Ticker Lab, a debate on Rocket Lab versus AST SpaceMobile (ASTS), and why JT and Art see photonics and space stocks as potential bottoms. The founders announce a free Sunday newsletter and say iOS and Android apps are due before the end of the year, and JT and the guests talk about the new Zero Hour Group x Trader Matrix collaboration and the need for a better social trading app. Watch the video version on YouTube: https://www.youtube.com/watch?v=Dot4ekpL40c Follow The Zero Hour Group: https://www.thezerohourgroup.com

    Sunday Night Live #18 | Trader Matrix Founders Put Their AI, Arya, to the Test

  4. Oct 19

    Sunday Night Live #17 | Black Monday Nerves, Ondas ($ONDS) Regna AI and Red Cat ($RCAT)

    Benny and JT from The Zero Hour Group go live on Sunday Night Live with Benny reporting from Reykjavik, Iceland. With Black Monday's anniversary on October 19 and a rough Thursday and Friday for AI stocks like CoreWeave and Nebius, JT's read is a dip at the open followed by a bounce, while Benny flags diesel and oil as macro overhang. Both expect volatility until the midterms, and they discuss why money leaving AI could rotate into defense and drone names, with a look at Kopin (KOPN), Unusual Machines (UMAC) and the JEDI drone ETF. Then the news from AUSA. Ondas (ONDS) and Palantir announced Regna AI on October 12, its second tie-up with Palantir after SkyWeaver, and Benny shares his read on why it matters. We cover Ondas Sentinel and its Dzyne Technologies deal, the Dronebuster handheld counter-drone pitch the team recorded on the show floor, Secretary Hegseth's AUSA remarks on more than $50 billion for autonomy and robotics, and Ukraine's drone output. Benny also walks through his AUSA conversation with Red Cat (RCAT) CEO Jeff Thompson and the Blue Ops unmanned surface vessel push, and JT gives his short term bear case on Palantir (PLTR). JT then walks through the unusual options activity he tracks, including large call buying in Twilio (TWLO) ahead of its October 29 earnings. Benny lines up Iceland stops at IceWind, Hefring Marine and Flygildi, takes a look at Alvotech (ALVO), and answers a chat question about crypto and BitMine (BMNR). We also preview official ZHG merch, and the AUSA content on the way, including a longer Kopin interview with CEO Michael Murray and Kate Jones, Ondas Sentinel and Roboteam product pitches, and Palladyne AI CEO Ben Wolff on autonomy versus automation. Watch the video version on YouTube: https://www.youtube.com/watch?v=p-_pef82aPg Follow The Zero Hour Group: https://www.thezerohourgroup.com

    Sunday Night Live #17 | Black Monday Nerves, Ondas ($ONDS) Regna AI and Red Cat ($RCAT)

  5. Oct 13

    Sunday Night Live #16 | Live From AUSA 2026 With Tron the Trader and the Ondas ($ONDS) Origin Story

    Benny and JT from The Zero Hour Group go live on the eve of AUSA 2026 in Washington, DC with Tron the Trader, a popular creator on the social trading app After Hour and one of the early voices on Ondas (ONDS). Benny reports from the convention center floor and says it is the first live podcast from AUSA, with the booths still going up around him. Tron tells the story of how he found Ondas, what he learned selling into strength with puts and covered calls, and why he thinks the drone sector is in a low before its next evolution. Benny lays out Ondas CEO Eric Brock's consolidation thesis and why the company's cash matters. From there: Iran and the lessons of cheap drones, the Gauntlet 2.5 delay, and Benny's rundown of who he says is exhibiting at AUSA, including Ondas, Red Cat (RCAT) and One Stop Systems (OSS). Tron explains why SPAC mergers are the main path public for drone companies and why he watches who is connected to them, including New America Acquisition I (NWAX). Benny adds that PDW, which Ondas invested in last year, was offered a conditional $820 million Office of Strategic Capital loan commitment, and the group looks at Powerus (PUSA), which completed its merger with Aureus Greenway on October 1, and the case for heavy-lift drones. The talk then widens to the defense and high beta pullback, the AI data center buildout, Ondas Networks, Archer (ACHR) and Joby (JOBY), space stocks including Rocket Lab (RKLB), AST SpaceMobile (ASTS) and Redwire (RDW), and 3D printing with 3D Systems (DDD), Velo3D and HP (HPQ), plus a look at Kioxia and memory, Nintendo and UWM Holdings (UWMC). Benny says Switch 2 is outselling the original Switch at the same point in its life cycle, and Tron's read on UWMC is that the bad news is baked in after its dividend suspension. Benny shares what he has seen on the floor so far. We close with the market preview: Tron's call to be cautious until the midterm elections are done, Benny's read on rates, oil and the defense industrial strategy, and listener questions on Palladyne AI (PDYN) and its CEO Ben Wolff, who Benny says the team will interview at AUSA along with Eric Brock of Ondas on Monday. Watch the video version on YouTube: https://www.youtube.com/watch?v=dXkcqonAFz4 Follow The Zero Hour Group: https://www.thezerohourgroup.com

    Sunday Night Live #16 | Live From AUSA 2026 With Tron the Trader and the Ondas ($ONDS) Origin Story

  6. Oct 5

    Sunday Night Live #15 | Drone Dominance Gauntlet Breakdown, XTEND ($XTND) and AUSA Prep

    Benny and JT from The Zero Hour Group are back for Sunday Night Live #15, one week out from AUSA in Washington, DC. They preview the Association of the United States Army exposition (October 12 to 14, with more than 750 exhibitors and a new outdoor Ukrainian Defense Tech Pavilion), the companies they most want to see, and Benny's plan to catch up with Ondas (ONDS) first. They also touch on XTEND (XTND), a newly public company Benny and JT are considering adding to the covered list, and Powerus (PUSA), which completed its merger and rang the Nasdaq opening bell. Then a look ahead at this week's content. Benny previews the deep dive interview with Exyn Technologies (EXYN) CEO & COO Ben Williams, which lands as shorts plus a 30 minute clip: software first autonomy that is drone agnostic, mapping underground mines and flying through dust and smoke. Benny also teases an upcoming interview about 3D printed drones with an HP team. A few clips fought back on the live stream, so apologies for the buffering. The main segment is a Drone Dominance overview. JT reads through the Department of War's $1 billion program to buy more than 200,000 small drones by 2027, how it is run by the Test Resource Management Center and the Defense Innovation Unit with Naval Surface Warfare Center Crane holding contracting authority, and why scaling production and NDAA compliant parts is the hard part. Benny and JT go through the Gauntlet II leaderboard: Neros on top of close quarters battle, ahead of ORQA US and XTEND, plus Skycutter's Gauntlet I showing, the Ondas and Rift Dynamics Wasp, Red Cat, and what Gauntlet III could mean for private companies that need a partner to scale. After that, JT opens Trader Matrix for Friday's options flow by sector, shares his take on extended hours options trading and his read on a market near extreme fear, and walks through an unusual options activity alert on Schrodinger (SDGR). Benny closes with private company news: Performance Drone Works' conditional loan commitment from the Office of Strategic Capital, and Bavovna.AI, a Ukrainian navigation software company building the Carolina DroneHub in the Carolinas. JT wraps with a look at Sunday night futures. Watch the video version on YouTube: https://www.youtube.com/watch?v=GnBsngcVTOY Follow The Zero Hour Group: https://www.thezerohourgroup.com

    Sunday Night Live #15 | Drone Dominance Gauntlet Breakdown, XTEND ($XTND) and AUSA Prep

  7. Sep 30

    Sunday Night Live #14 | The Investor Who Found Ondas ($ONDS) Early Makes His BlackSky ($BKSY) Case

    Benny and JT from The Zero Hour Group welcome Lorenzo to Sunday Night Live. He's the Phoenix investor who first put Ondas (ONDS) on Benny's radar back in late 2024, with a video of the Iron Drone Raider netting a rogue drone out of the sky. Lorenzo walks through the Palantir map he keeps on his wall, why Ondas and BlackSky (BKSY) are his biggest positions, and why border security tech matters to him personally. BlackSky gets the full treatment: its Gen-3 satellites, Q2 revenue up 50% with international space based intelligence revenue up 150%, a $100 million annual run rate for its imagery and AI subscription services, and a thumbs up from a retired Space Force colonel Benny knows. JT maps the chart and lays out when he thinks the defense sector bear market turns. We also look at Surf Air Mobility (SRFM) and its Palantir partnership, Infleqtion (INFQ), York Space Systems (YSS) and its Colorado Rockies jersey patch, and Sidus Space (SIDU). Then a hard look at Red Cat (RCAT): CEO Jeff Thompson's recent comments on Eric Brock and Ondas, the Blue Ops unmanned boat push, JT's question about manufacturing at scale, and Benny's plan to catch Red Cat at AUSA. Lorenzo shares how his Ondas gains turned into a comic book business, JT and Benny debate crypto and BitMine (BMNR), and everyone brings a setup for the week: JT on Rocket Lab (RKLB) and his short term bear case on Palantir (PLTR), Lorenzo on MIRA Pharmaceuticals (MIRA) and Infleqtion, and Benny's two for Kopin (KOPN) and Powerus, which is set to go public through its merger with Aureus Greenway Holdings (PUSA). Listener questions cover Surf Air, One Stop Systems (OSS) and LightPath (LPTH), and we close on Ondas subsidiary Sentrycs protecting Jacksonville Jaguars home games and why air bases need layered drone defense. Watch the video version on YouTube: https://www.youtube.com/watch?v=MwE1Q5peCfw Follow The Zero Hour Group: https://www.thezerohourgroup.com

    Sunday Night Live #14 | The Investor Who Found Ondas ($ONDS) Early Makes His BlackSky ($BKSY) Case

  8. Sep 21

    Sunday Night Live #13 | Billionaire Phillip Frost Buys Into Safe Pro, Kopin and Ondas Setups

    Benny and JT from The Zero Hour Group are live for Sunday Night Live as futures open green across the board: the S&P, Dow, Nasdaq, small caps and Bitcoin are all up, with gold, the VIX and crude slightly lower. With the Fed decision out of the way and rates up, the next big macro hurdle is the midterm elections about a month out, and JT lays out why he thinks the market finds a bottom in October. We also break down the week ahead in the markets: GrabAGun (PEW) as a midterm trade idea, what a Democratic sweep could mean for stocks, why second term presidents tend to turn toward foreign policy, a market looking for direction now that the Fed has dropped forward guidance, diesel prices outpacing gasoline, and President Trump's address to the UN. Plus billionaire Dr. Phillip Frost buying 1 million restricted shares of Safe Pro Group (SPAI) at $4 directly from CEO Daniyel Erdberg, with a right to buy 1 million more at $6, and why the team reads it as a vote of confidence. Then chart levels across the watchlist: Unusual Machines (UMAC) riding its 200 day moving average, Drone Nerds parent XTI Aerospace (XTIA), newly listed XTEND (XTND) after its Drone Dominance Gauntlet showing, Ondas (ONDS) key levels and short interest, Amprius (AMPX) and LightPath (LPTH) under $10, the Kopin (KOPN) optical interconnect thesis with JT's cash secured put plan and Benny's LEAPS, and Lantronix (LTRX) edge compute from the Commercial UAV Expo floor. Off the usual radar: Alvotech (ALVO), Recursion (RXRX), Sidus Space (SIDU) and Planet Labs (PL). Listener Q&A covers the defense budget, Golden Dome and Ukraine's long range drone campaign. Zero Hour Today is expanding to three days a week (Tuesday, Wednesday and Thursday), with a special contributor joining from an international location this week. The team will also be at AUSA in Washington, DC from October 12 to 14. Watch the video version on YouTube: https://www.youtube.com/watch?v=LEJBfQVq2C4 Follow The Zero Hour Group: https://www.thezerohourgroup.com

    Sunday Night Live #13 | Billionaire Phillip Frost Buys Into Safe Pro, Kopin and Ondas Setups
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The Zero Hour Group is a research and media company focused on the small cap defense sector. Hosted by Benny and JT, Sunday Night Live with The Zero Hour Group is a weekly conversation with retail traders covering futures, options, and the realities of trading in today's markets.

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