I don't think either of your points are that far fetched, considering we don't actually know what the capabilities of these vehicles are, just lots of videos that leave plenty to interpretation.
I'm not saying it's not aliens, but on the balance of probabilities, I don't think there is much difference between saying "it's aliens" or "it's god". Neither have any evidence to support it, so I must deffer to what we know exists, and that is plenty of secrets in the military community, and high tech stuff we know nothing about. Because they appear more often in the US than anywhere else, that leads me to believe it is the US military.
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