The YouTuber advises avoiding Drone Shield Limited, an Australian micro-cap pure-play in drones, due to its illiquidity and low trading volume. While it benefits from the drone theme, he warns that its thin trading means significant bid-ask spreads, making it difficult to enter or exit meaningful positions without moving the market against oneself, and introduces Australian dollar currency risk.
“It's terribly illiquid. So you're going to the difference between the price you are buying and the price someone's selling at is huge, which means when you're getting out of it, you're not going to get what you think it's worth.” — ▶ 46:00