NDAA
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NDAA is finalized for house, not senate. Don’t they usually have differences and then have a reconsiliation process? History has shown slapping pork in last second in critical bills that need to pass urgently has been the most effective (example hemp ban)
Nah, the NDAA is finalized.
You are going to hate this. But the NDAA. House passed. Senate next week. I highly doubt it gets included but I guess there could be a more comprehensive strategy going on behind the scenes to jam this all through last second
Revenue * Ratio / shares outstanding = approx stock price Revenue 2026 = 400 M (150 Black Widow, 42 Fang, 200 Blue Ops) Ratio P/E = 15 or 20 or 25 Shares outstanding = 118 M (available at page 18 Sec filling Q3 2025) 400 x 15 / 118 =50,847 $ 400 x 20 / 118 = 67,79 $ 400 x 25 / 118 =84,75 $ So, by saying 50$ I am kind of conservative on the calculation by applying a low P/E. Also, the revenue for black widow could be even higher. Just waiting for February guidance or pre-announcement on the agreement signed with the army. As I said, the budget for small drones will move up to 700 M in 2026, and 2025 only had 70M budget… This week the NDAA should be signed in the senate and later signed by Trump to unfreeze all the money and agreements which are going to be live in 2026.
Though I will say there are provisions in the NDAA bill, via the ROAD act, that seems to be bipartisan. Ease to rezone areas from commercial to residential, FHA loans and other buyer relief.
Funny that the linchpin of your DD is that the Road to Housing Act will be passed and improve home construction It was cut from the NDAA and won't pass. And this was announced a few hours before you posted this lol [https://x.com/SenatorAndyKim/status/1997811095285993975?s=20](https://x.com/SenatorAndyKim/status/1997811095285993975?s=20)
3 years? So that makes your entry around the “Safe will be in the NDAA” era??
Nobody should be even remotely surprised by this. Privacy and millions in payouts for me, severe injuries from ICE assaults, NDAA spying and no recourse for the.
Can't keep paying the troops if the house continues to not do their job. The NDAA is waiting for them to reconcile their differences with the Senate version. At least our troops will get paid if they come back and pass it.
I think it would be funny if they do it in the NDAA after blocking Schumer attempts to do the same thing. The rank hypocrisy of the GOP knows no bounds.
Ran AMPX through Claude: **AMPX (Amprius Technologies) - $11.93** **BUY** - Tariff selloff creates buying opportunity in genuine moonshot **Moonshot Thesis:** AMPX produces silicon anode batteries delivering 450-500 Wh/kg - 73% higher energy density than conventional lithium-ion , creating game-changing performance for drones, aviation, and defense applications. Q2 2025 revenue hit $15.1M (up 350% YoY), with the company achieving first-ever positive gross margin of 9% . 90% of revenue comes from aviation, 86% from outside the US . The 10-year bull case: become THE battery supplier for next-gen drones, high-altitude platforms, and advanced EVs as performance demands exceed what lithium-ion can deliver. Secured $10.5M Defense Innovation Unit contract and $35M purchase order from leading UAS manufacturer . If they scale to even 1% of the global drone/aviation battery market, this is a 20-50x from here. **Trump Tariff Impact - ACTUALLY BULLISH:** - Trump announced 100% tariffs on China effective Nov 1, causing Friday’s 2.7% S&P 500 selloff - **AMPX down only ~7%** (from $12.81 to $11.93) - market overreaction - 83% of AMPX revenue comes from OUTSIDE the US, reducing exposure to domestic tariff issues - Management said tariffs are “not a primary concern due to competitive cost base and global customer reach” - Manufacturing partnerships in China, with expansion in South Korea (started this month) and planned facilities in Asia/Europe - $10.5M DOE contract specifically for NDAA-compliant US production in Fremont for defense customers **Probability Scenarios:** - **Moonshot (25%):** 30-50x - Becomes dominant supplier for military drones, scales to $500M+ revenue, gross margins hit 30%+ - **Success (40%):** 8-15x - Captures aerospace/defense niche, reaches profitability by 2027, revenue hits $150M+ - **Failure (35%):** -60% to -80% - Cash burn continues, fails to scale manufacturing, or competition from established players **Key Conviction Factors:** - 93 paying customers in Q2 (43 new), including Airbus, BAE Systems, US Army - validation is REAL - First positive gross margin in Q2 2025 (9%), flipping from -195% YoY - inflection point achieved - $54.2M cash, zero debt, only $14.1M Q1 cash burn - 3+ quarters runway before needing capital - Analyst price targets raised to $18-20 (H.C. Wainwright, Northland) post-earnings - **Defense/drone tailwinds:** Trump administration prioritizing domestic drone production and NDAA compliance **Current Position:** You have NO holdings. **Tariff Selloff Creates Entry Point:** The stock dropped with broad market Friday purely on China tariff fears, but AMPX’s actual China exposure is MANAGEABLE: - Already diversifying to South Korea manufacturing (live NOW) - Most revenue is international (not US imports from China) - Defense contracts require US production (Fremont facility expanding) - Management explicitly stated tariffs not a concern **Verdict:** **INITIATE 5-10% POSITION**. This is a REAL moonshot with genuine technology differentiation (73% better energy density is massive), accelerating revenue (17x growth last 18 months), and a clear path to profitability (just turned gross margin positive). The tariff selloff is **irrational** - AMPX’s model is global manufacturing FOR global customers, not importing Chinese batteries to US. The $10.5M DOE contract for US production shows they’re solving the defense/NDAA issue. At $11.93 (down from $14 highs), you’re buying a company with: - Industry-leading battery technology (500 Wh/kg validated) - 350% YoY revenue growth - First positive gross margin - Defense/aviation customer validation - Multiple shots on goal (drones, high-altitude, EVs, defense) **Risks:** Still burning cash ($14M/quarter), will need more capital in 2026, valuation rich at $1.5B market cap vs $33M TTM revenue, but for a **moonshot portfolio this is EXACTLY what you want** - big TAM, real differentiation, inflection point hit, tariffs overblown. Start at 5%, add on any further weakness below $10.
**The Senate just cleared a $925 B defense bill, and it’s huge for $CCCX/Infleqtion:** • Bigger Quantum Budgets – NDAA ramps up R&D funding for next-gen tech, specifically calling out quantum sensing/computing. Infleqtion’s already in DoD/NASA hands, so expect multi-hundred-million-dollar contracts. • Faster Procurements – Streamlined Pentagon buying means prototypes hit the field faster. That turns R&D demos into real revenue sooner and de-risks INFQ’s model. • Bipartisan Stay – With wide support in both chambers, when the govt. shutdown ends. you’ve got funding stability for the next 12–18 months. Infleqtion can scale production, hire top talent, and lock in prime-tier partnerships without budget whiplash. In short, this NDAA doesn’t just validate quantum tech - it underwrites INFQ’s transition from SPAC story to reliable defense supplier with nine-figure recurring revenue. 🚀 **Sources:** [https://www.washingtonpost.com/national-security/2025/10/09/senate-ndaa-defense-bill/](https://www.washingtonpost.com/national-security/2025/10/09/senate-ndaa-defense-bill/) For us plebs who don't subscribe to WP: [https://archive.is/sLcXU#selection-255.0-597.277](https://archive.is/sLcXU#selection-255.0-597.277)
1. Determination Pursuant to Section 102 of the Illegal Immigration Reform and Immigrant Responsibility Link: https://www.federalregister.gov/documents/2025/09/23/2025-18372/determination-pursuant-to-section-102-of-the-illegal-immigration-reform-and-immigrant-responsibility Title: Determination Pursuant to Section 102 of the Illegal Immigration Reform and Immigrant Responsibility Summary: • The Secretary of Homeland Security invokes authority under Section 102(c) of the Illegal Immigration Reform and Immigrant Responsibility Act (IIRIRA) to waive certain legal requirements, regulations, and laws.  • The stated purpose is to permit expedited construction of physical barriers, roads, lighting, sensors, and other infrastructure in border-adjacent areas (in this instance, near the California international land border) needed to achieve “operational control” of the border.  • The waiver authority allows DHS to bypass or override laws that would otherwise impede timely execution of border infrastructure projects.  • The determination takes effect as of the publication date.  ⸻ 2. Health Care Professionals Practicing Via Telehealth Link: https://www.federalregister.gov/documents/2025/10/02/2025-19324/health-care-professionals-practicing-via-telehealth Title: Health Care Professionals Practicing Via Telehealth Summary: • This is a final rule by the Department of Veterans Affairs (VA) amending its regulations governing VA health care professionals who deliver care via telehealth.  • The changes implement authorities from the VA MISSION Act of 2018 and the NDAA (National Defense Authorization Act) for Fiscal Year 2021.  • Among its key provisions: • VA health care professionals may practice their profession via telehealth across State lines regardless of the licensure state of the clinician or the beneficiary, as long as they operate within their Federal VA duties.  • When prescribing controlled substances via telehealth, the rule retains that federal standards (e.g. the Controlled Substances Act) apply, and state laws that conflict with the VA role (i.e. in prescribing) are not enforceable against VA health care professionals in their VA capacity.  • The rule updates terminology (e.g. replacing “health care providers” with “health care professionals”) and clarifies that State licensing requirements are preempted only to the extent they conflict with VA telehealth duties.  • The rule responds to public comments, but does not make substantive changes in response to objections about state consultation or protections of VA employees.  ⸻ 3. Schedules of Controlled Substances: Placement of MDMB-4en-PINACA in Schedule I Link: https://www.federalregister.gov/documents/2025/10/02/2025-19348/schedules-of-controlled-substances-placement-of-mdmb-4en-pinaca-in-schedule-i Title: Schedules of Controlled Substances: Placement of MDMB-4en-PINACA in Schedule I Summary: • This is a proposed rule from the DEA to place the synthetic cannabinoid MDMB-4en-PINACA in Schedule I of the Controlled Substances Act.  • The rule is open for public comment (comment period ends 11/03/2025).  • If adopted, MDMB-4en-PINACA would be subject to the regulatory controls, registration, administrative, civil, and criminal sanctions that apply to Schedule I substances.  • The notice includes background, legal rationale, and the DEA’s analysis of harms and policy considerations. 
You mean like this? These Democrat leftists who have been sabotaging reform while also promising it? Now the President is going to actually do it and you want to praise these leftists? Don’t hold your breath on passing marijuana banking legislation, says Senate banking chair Sherrod Brown But the bill still faces hurdles in the U.S. Senate, where the chair of its Banking, Housing and Urban Affairs Committee - Ohio’s Sherrod Brown - says he doesn’t plan to consider it anytime soon. He told reporters on Wednesday that he’s interested in the bill but doesn’t yet support it “because I think we need to look at a number of things.” He said he’s been discussing the matter with Senate Democratic Leader Chuck Schumer, “and will see where it goes.” Sen. Raphael Warnock (D-GA) Action: In September 2023, Warnock was the lone Democrat on the Senate Banking Committee to vote against advancing the SAFER Banking Act during a markup hearing. Sen. Jeanne Shaheen (D-NH) Action: Shaheen has publicly opposed federal marijuana legalization, which indirectly affects banking reform efforts tied to broader cannabis policy. In 2021, she expressed concerns about legalization, citing the opioid epidemic and research suggesting marijuana could be a gateway drug. Sen. Chuck Schumer (D-NY) Action: While a strong advocate for cannabis reform, Schumer has been criticized for delaying the SAFER Banking Act. After the bill passed the Senate Banking Committee in September 2023, Schumer held it for 15 months without bringing it to a Senate floor vote, despite having likely support from 44 Democrats and 15 Republicans. Delaying the SAFER Banking Act: Action: In 2023-2024, Booker, alongside Senate Majority Leader Chuck Schumer (D-NY) and Sen. Ron Wyden (D-OR), agreed to prioritize comprehensive cannabis legalization (via the Cannabis Administration and Opportunity Act, or CAOA) over standalone banking reform. This decision stalled the SAFER Banking Act, which passed the Senate Banking Committee in September 2023 with strong bipartisan support (14-9) but was not brought to a Senate floor vote for 15 month Impact: Critics, including cannabis industry advocates, argue that Booker’s stance effectively “blocked” the SAFER Banking Act, which would allow cannabis businesses to access banking services, reduce cash-only operations, and improve public safety. Despite likely support from 44 Democrats and 15 Republicans, the bill remained stalled due to Booker’s and Schumer’s insistence on tying banking reform to broader legislation, such as the National Defense Authorization Act (NDAA) with social equity provisions.
Alright, cool, sounds like we both care about the Constitution. That’s a solid starting point. But saying “no one else is president right now” doesn’t make past abuse irrelevant. What’s happening now didn’t come out of nowhere. If you only call it out when your least favorite guy’s in office, that’s not principle, that’s selective memory. You said if Obama ever sent masked agents into cities, he’d be impeached. But that actually happened. Look at the DAPL protests in 2016. Unmarked feds, tear gas, surveillance—it all went down. Same thing under Biden during BLM protests. So if that wasn’t fascism, what was it? You say you criticize all sides, but somehow every example still circles back to Trump being the worst. I get it, people have strong feelings about him. But being consistent isn’t about liking or disliking the guy in charge. It’s about holding all of them to the same standard. You say you’re against the Patriot Act, which is good. But if you’re not applying that same energy to NDAA detentions, mass surveillance, drone strikes, or censorship partnerships with tech companies, then it’s less about the Constitution and more about your team. If you actually want to talk about how to fix this mess, I’m in. But pretending it all started in 2016 is just rewriting history to make the present feel more comfortable.
It failed in 2024, 2023, 2022, and 2021. Maybe more than that, I stopped looking. 3 of these using Appropriations as the vehicle and 1 using the NDAA. Still have to clear the House again but we already made it through once. https://www.merkley.senate.gov/senators-approve-bill-to-let-va-doctors-recommend-medical-marijuana-to-veterans-in-legal-states/ https://steube.house.gov/press-releases/u-s-rep-greg-steube-introduces-bipartisan-amendment-to-provide-protections-for-military-veterans-using-medical-cannabis/ https://katherineclark.house.gov/2022/7/marijuana-moment-house-approves-more-marijuana-amendments-to-defense-bill-including-banking-and-veterans-medical-access https://www.kriegdevault.com/insights/senate-appropriations-committee-votes-to-expand-vet-access-to-medicinal-cannabis
I asked Perpexity AI - AgEagle Aerial Systems' chances of getting a Pentagon order. It says"prospects for receiving a Pentagon order are notably strong, thanks to strategic advancements. It already secured 17 purchase orders for its eBee TAC drones from various U.S. defense and security customers. The initial orders are frequently a pathway toward larger-scale Pentagon programs, as the DoD and related agencies often start with small operational deployments before full adoption and fleet procurement. The Pentagon is accelerating procurement of NDAA-compliant, low-cost, expendable drones for tactical operations, eBee TAC and the recently Blue UAS-cleared eBee VISION—directly aligns with these policy objectives. **Current Outlook** * The Blue UAS certification, active defense adoption, and compatibility with recent Pentagon directives give AgEagle a real and growing foothold in the procurement pipeline. * If their platforms perform well during ongoing operational evaluations, AgEagle is positioned for potential expansion into larger, multi-unit Pentagon contracts, especially as the DoD steps up investment in tactical UAS fleets. * AgEagle Aerial Systems now meets all key regulatory, technical, and procurement criteria for DoD drone acquisition and has begun converting this positioning into initial contracts. While timing and contract scale will depend on successful field use and continued demand, the company is well-placed for further Pentagon orders soon.
I like $RCAT since they beat all the competitors for SRR contract and have 4 products in the blue UAS list and NDAA certified
KTOS provides far larger tactical systems and aren’t on the blue UAS list. RedCat has 4 products on the list and are NDAA certified
I heard safe was going to be attached to the NDAA
Sens. Grassley, Cotton & Blackburn have told leaders they’ll insist on the **full 30 hours** of post-cloture debate unless they get guarantees that DEA’s cannabis-rescheduling hearing will allow live law-enforcement witnesses, full discovery and cross-examination. June-July floor time is already booked with FAA re-authorization, NDAA markup, Ukraine/Israel supplemental and FY-26 appropriations. Leadership prioritises nominees that **everyone** will waive debate time on (judges, DoD posts). Judiciary staff are negotiating a bipartisan letter that locks in the cannabis ALJ hearing format. Republicans won’t yield debate hours until that’s signed. As soon as the hearing-rules letter is finalized—or Senate decides to eat the 30-hour debate—the cloture motion will be filed and Cole will clear. Worst-case, that’s the **week of July 8**.
Well LockMart produces things like the F-35, which are actually exported to Israel, I’d figure that’s where part of the spike is coming. You’ll almost certainly see some cash go to Palantir a little bit after the next NDAA.
You clearly don't remember the 2012 NDAA. Talk about terrifying....
The CHIPS for America Act was introduced in June 2020 by Senators John Cornyn (R-TX) and Mark Warner (D-VA), with collaboration from Trump's White House under Keith Krach’s team, who was the Under Secretary of State, who worked on securing supply chains as part of the Global Economic Security Strategy This bill aimed to provide funding for domestic semiconductor manufacturing and was part of the National Defense Authorization Act (NDAA) for Fiscal Year 2021, passed in the final days of Trump’s first term. All of this was borne out of COVID and realizing the overreliance on China. Remember, in May 2020, during Trump’s first term, TSMC announced a $12 billion investment to build a semiconductor fabrication plant in Arizona. As a significant move to bring advanced chip manufacturing to U.S. soil, reducing reliance on Asian supply chains. All of this was set in motion by the Trump White House. But it was "hijacked" by Democrats who Trump now says created a "blank check" rather than a strategic Bill to bring semiconductors back to the US.
AV Costar is an American company that designs and builds equipment in America, Mobotix is a German company, Axis is Swedish, Aviglion is a Canadian company that manufactures cameras in America. All these companies are NDAA 889 compliant ( national defense authorization act) that restricts the use of Chinese goods.
I hear you, but this is not overnight, it’s years in the making and a result of the NDAA 2019 export ban on chips to China.
It's a holdings company like RCAT, UMUS, etc.. As a holding company, may have a couple owned companies that sell good, niche equipment, BUT no plan for scaling nor growth, aka they need capitial to enter bigger contracts. Looks like a decent mgmt team and that's what their selling in the IPO. Big red flag: no IP no R&D success. Heck I'm in the field and they have no advertise NDAA compliance means US DoD can't buy their stuff (if OP is shilling the copr, you better have them update their website) Hence riding the momentum of RCAT & UMUS (cough, DonJr). 
An NDAA has literally never passed by voice vote in the entire history of defense appropriations. Why are you making shit up?
The Trump admin has the goal of getting the US out of NATO. It will do this however it can. Why do you think they're threatening to invade Greenland and Canada? They need NATO to eject the US because the president doesn't have the ability to withdraw unilaterally after NDAA clarified it wasn't in his authority. The tariffs are not going to be lifted because Trump needs our allies to rally against the US as a hostile actor. Why the fuck he's doing this? I have no idea. My guess is he's compromised somehow and the single request he got for his entire term is to withdraw from NATO.
• In 2019, Congress passed a bipartisan law stating that the president cannot withdraw from NATO without Senate approval or an act of Congress. • The 2023 National Defense Authorization Act (NDAA) reinforced this restriction.
The [CHIPS and Science Act](https://www.congress.gov/bill/117th-congress/house-bill/4346) was a separate from the CHIPS for America Act that you linked. The CHIPS and Science Act expanded and funded the CHIPS for America act which was passed by congress as part of the NDAA for 2021, overriding [Trump's veto](https://trumpwhitehouse.archives.gov/briefings-statements/presidential-veto-message-house-representatives-h-r-6395/) of it.
The [CHIPS and Science Act](https://www.congress.gov/bill/117th-congress/house-bill/4346) was a separate from the CHIPS for America Act that you linked. The CHIPS and Science Act expanded and funded the CHIPS for America act which was passed by congress as part of the NDAA for 2021, overriding [Trump's veto](https://trumpwhitehouse.archives.gov/briefings-statements/presidential-veto-message-house-representatives-h-r-6395/).
Literally can’t happen per the NDAA. Dems would block.
It only took me about half an hour of DD to FOMO. Especially after the CEO said the US may just "Get on with it" without ISA mining code regulations, with that joyful smile. Then I saw pics of him at the white house with 5 different VIPs. I'm feeling good about our chances at that $9m NDAA grant.
Eh, not really. In outright dollars, yes, it is a larger budget. However, the devil is in the details. Just off the top of my head: * The defense budget (NDAA) is currently running at \~3.45% of GDP (note that the US is \~25% of global GDP). This figure is down from \~5% under the Bush years. in 2024 the NDAA totaled \~$883.7B. * Inside of the overall defense budget are a whole bunch of items that are not really defense related, or in other countries is a totally separate line item. * Healthcare \~$80 billion: Tricare is funded by the NDAA. In other countries healthcare is universal and funded separately. * Education: the DOD is responsible for educating the children of service members overseas. That budget is north of $3B. * R&D \~140B: while it makes sense to include R&D funds in the NDAA, not all nations do that. China is one notable example. * We also have to look at purchasing power parity. For example, the US fields a professional force whereas our leading competitor does not (China). The wages for conscripts are a fraction for professional troops. Likewise each dollar buys a lot more in China than it does in the US in terms of weapons produced, ships built, etc. When all the various line items, agencies, formations, etc. are taken together, the PRC is on par in terms of defense spend, if not exceeding the US. Which is wild. Additionally, in recent years the NDAA has, when adjusted for inflation, remained flat if not declined a small amount. And overall, it still remains a fairly small percentage of GDP. We just have an absolutely stunning GDP. Of course, with such a massive GDP... why are so many of us barely making it? But that is another topic for another time.
What does that have to do with NDAA components and this is made in the United States, designed by the United States. They are not Drone makers. Are you the same person who was going after AIG? They are completely separate companies.
Doing some quick research, UMAV will probably obtain 0 government contracts. With 0 products that are NDAA Complaint, which means 0 products used by government agencies. The financials are straight garbage, there’s only 5 employees with zero high end connections in the industry. The only thing they got for them is AI! The only thing giving them publicity, and that’s funny because there’s like a dozen Israeli drone and autonomous manufactures that specialize in AI. (Who are financially stable and have actually companies with actual revenue)
$RCAT, I like the Stonk. $0.67 to $12.57 ATH spike now at $8.23 where shares have more than tripled over the past three months. On Bullish Path straight up. Provides integrated robotic hardware and software for [military](https://www.therobotreport.com/category/markets-industries/defense-security/), government, and commercial operations. Through its [Teal Drones](https://www.therobotreport.com/red-cat-holdings-acquiring-teal-drones/) and FlightWave Aerospace Systems subsidiaries, the [company](https://redcat.red/) offers drones including * Black Widow, its flagship product, a small unmanned aerial system (sUAS) with advanced capabilities * TRICHON fixed-wing vertical takeoff and landing (VTOL) vehicle for extended endurance and range * FANG, a National Defense Authorization Act (NDAA)-compliant, first-person view (FPV) drone optimized for military operations with precision-strike capabilities Preparing to meet increased demand across the rest of the U.S. Department of Defense, the federal government, and allied countries. The company’s [Black Widow](https://redcat.red/black-widow/#) won the contract. Part of the company’s ARACHNID family of systems, the [drones](https://www.therobotreport.com/category/robots-platforms/uav-drones/) are designed for electronic warfare operations. Black Widow has a modular architecture, enabling swift adaptation to requirements for missions such as short-range reconnaissance. It can also handle secondary payloads. System is purpose-built for the warfighter, manufactured in the U.S., and intended to increase survivability and warfighter safety. Won the U.S. Army’s Short Range Reconnaissance, or SRR, program of record contract. Replaced Skydio on this contract. The U.S. Army set an initial acquisition target of 5,880 systems over a five-year period. Skydio first earned this contract in 2021. At the time, it was valued at $99.8 million so I am sure value is tenfold. TLTR Buying Calls Tomorrow Pre Earnings: Bullish option flow detected with 5,746 calls trading, 1.3x expected, and implied vol increasing almost 6 points to 167.73%. Dec-24 7 calls and Dec-24 8 calls are the most active options, with total volume in those strikes near 3,200 contracts. The Put/Call Ratio is 0.19. \_ ratio is abnormally low 8X Calls to Puts
It’s a different investment thesis. With those you are trying to pick winners of military contracts to supply drones. These companies are competing against much much much larger players like Lockheed and Northrop. AI is very very difficult. You need probably tens of billions of investment dollars in AI training and inference. I would be suspicious of any minor player saying they can outcompete a Lockheed or Northrop. Look how long it has taken Tesla to build FSD and they still aren’t there. The battlefield will be orders of magnitude more difficult. Differentiating friend vs foe during the fog of war. So while a company can “identify” objects during a staged exercise for training data, doing actual accurate real-time inference is much much harder. Again look at Tesla. Not saying they can’t succeed (or get bought out or get hyped up like the rest of the sector), but it’s a different investment thesis. UMAC on the other hand is winner agnostic. They are positioning to be an NDAA-compliant parts supplier to all the drone makers (including RCAT, Northrop, Lockheed, etc). They aren’t developing the drones let alone the AI. They are keeping it really basic. This allows DonJr to flex his influence. DoD will not need to compromise troop safety or effectiveness by choosing parts supplied by DonJr’s company (assuming the parts are high quality). But if DonJr were with a company making inferior AI (which it most certainly oy would be), there is no way DoD will choose inferior AI even with DonJr. It’s a brilliant way to position for pay to play.
LMT, RTX, NOC all currently priced around 1.75-2x revenue and they are the big dogs with huge moats and effectively entrenched in the defense industry. And all working on SUAS solutions as well. On both sides of the coin btw- offensive and defensive SUAS solutions. What is the compelling argument that a small startup like RCAT should be priced 20x revenue? Also, this post seems to operate under the assumption that RCAT will absorb all or most of the SUAS market. Do they have the production capability to do that (under NDAA compliance)? Also, do you realize that the DoD doesn't really do winner take all contracts anymore, especially for small products like SUAS? The future vision is open mission systems and competitive bidding for each production lot or even segments of subsystems. Look to your example as an example- SRR is only a 12k buy, and you said yourself that feasibly the DoD would need 100k+ small drones to fight a major war. Why did they only buy 12k with this lot?
The NDAA? That was the GOP and McConnell and Inhofe. "Senate Minority Leader Mitch McConnell, R-KY, doesn’t see it that way. On the Senate floor Tuesday, he accused Democrats of “obstructing efforts to close out the NDAA by trying to jam in unrelated items with no relationship whatsoever to defense.” “We’re talking about a grab bag of miscellaneous pet priorities — making our financial system more sympathetic to illegal drugs … \[and\] language that’s already failed to pass the Senate earlier this year,” McConnell said, according to [Marijuana Moment](https://www.marijuanamoment.net/mcconnell-blasts-democrats-over-plans-to-add-marijuana-banking-to-defense-bill/)." McConnell isn’t the only vocal opponent. Sen. Jim Inhofe, R-OK, the Armed Services Committee ranking member after whom this year’s defense bill is named, [told Marijuana Moment](https://www.marijuanamoment.net/congressional-lawmakers-decline-to-put-marijuana-reform-in-defense-bill-as-new-details-surface-on-safe-plus-package/) he would “vote against my own bill” if it contained items he considered unrelated, such as cannabis banking.
It does though. Can you list the GOP senators that won't vote yes for it? It had many chances in the past. In the house it won't progress now likely but it could pass through a larger bill. Most of the time it was GOP blocking, but there was one NDAA where Schumer purposely removed it himself. He definitely has blame in the next getting this passed a while ago.
Natalie: As I broke on Monday, the push is centered around NDAA but could be tacked on to something else, and includes all the usual suspects - Daines, Merkley, Schumer, and even Booker
Schumer on the Senate floor yesterday talking about the importance of passing the NDAA (possible cannabis banking vehicle), and Senator Stabenow's farm bill (update to definitions of hemp). >We must pass the annual Defense authorization bill to provide for our troops and hold the line against America’s adversaries abroad. We have passed the NDAA every year over the last six decades. With so much going on around the world—in the Middle East, the Indo-Pacific, in Europe, and beyond—passing the NDAA is as critical as it has ever been. We intend to get it done. >We also hope to make progress on the farm bill to avoid going over the so-called dairy cliff at the end of December. Chair STABENOW released text of her bill earlier this week, and I want to commend her for drafting such a strong bill that provides for farmers and ranchers as well as working families through nutrition programs. I know that Democrats are ready to work with Republicans to get the farm bill done... https://www.congress.gov/118/crec/2024/11/21/170/173/CREC-2024-11-21.pdf
Why? Why is that important? Passing it standalone in the Senate, which is unlikely due to a lack of Republican support, is absolutely useless. It's meaningless. It's a waste of time. The republicans control the house and the House majority leader is not a fan. He will not table the bill in the House. There's zero point in spending the little legislative time left in the Senate getting it to pass when it's a 100% guarantee that it won't make it through the House. If Schumer spent time doing that it would show weakness and a lack of political acumen. Trying it again in the NDAA and hoping McConnell doesn't block it again is likely the only means of getting it through Congress, and I'd still say that's a low probability outcome.
Yeah they are different. Politico/MM said NDAA because of Booker. Punchbowl news saying CR. I don't care which it gets included in
CR is different from NDAA.
Wasn't the best chance the NDAA just a few days ago? Not looking good imo
$ZENA ZenaTech Signs Blue UAS and NDAA Compliant Supply Chain Partners to Sell to US Defense Branches and NATO Forces
>Democratic senators say the path to passing a bipartisan marijuana banking bill in the final weeks of the year is narrow but not impossible to traverse—with one member identifying a potential vehicle for the reform and another saying supporters are in the process of lining up a vote. >Secure and Fair Enforcement Regulation (SAFER) Banking Act sponsor Sen. Jeff Merkley (D-OR) and Senate Banking Committee Chairman Sherrod Brown (D-OH) weighed in on the measure’s prospects in separate interviews with Marijuana Moment this week. >Merkley said he has “no idea” whether the legislation will move during the lame duck session, but that it’s possible if there’s “momentum” to insert the reform into the must-pass National Defense Authorization Act (NDAA). >Otherwise, it will be “really hard” to pass the banking bill as a standalone given competing legislative priorities for the remainder of the year. And the senator said it was also unlikely to be included in the next continuing resolution to keep the federal government funded, because there’s resistance to adding policy items to such legislation. >Brown, whose committee approved the SAFER Banking Act last year, was also asked if he thinks there’s a chance it could still advance through Congress this year. >“I hope so,” he said, adding that “we’re trying to line up the vote.” But he added that he isn’t sure what Senate Majority Leader Chuck Schumer (D-NY) is prioritizing, and he said “Republicans are going to try to slow-walk everything.” >Sen. Steve Daines (R-MT), the GOP lead sponsor of the cannabis banking bill, separately told Politico this week that he wants to see the measure “get done before the end of the year.” >And Sen. Cory Booker (D-NJ) said he’s “hoping to get something done in NDAA.” >Notably, a Republican senator, Sen. Thom Tillis (R-NC), told AskAPol that he considers the SAFER Banking Act a “half-assed” measure that should simply be incorporated into legislation to create a comprehensive federal regulatory framework for marijuana. >Getting the banking reform enacted during the lame duck could be pivotal following this month’s election that put Republicans back in the Senate majority at the same time that they held onto the House. Sen. John Thune (R-SD) was elected by his peers to serve as majority leader, and he’s opposed to the cannabis banking bill, further complicating its pathway to passage under the next Congress... >Sen. John Hickenlooper (D-CO) also recently argued in an interview with Marijuana Moment that the main barrier to getting the marijuana banking bill across the finish line is a lack of sufficient Republican support in the chamber. And he said if Trump is serious about seeing the reform he recently endorsed enacted, he needs to “bring us some Republican senators.”
While I agree with your point ,it is also true that Republicans have very slim majority in house and Senate. Republicans needs to work with Democrats to pass any major bill for next couple years . So if Schumer truly wants to pass SAFER , this is the last chance for him to push for it. So , it all boils down to one thing, does Schumer ever really wanted to pass SAFER ? We will get to know in couple of weeks time. He has pathways to club SAFER into larger package ( I believe we will see Government funding, NDAA and Farm bill extension all clubbed into Mega Christmas bill) so that it will provide cover for Republicans/Democrats to vote for larger package with SAFER in it otherwise won't vote on Standalone SAFER.
I'm going to assume you're talking about the banking bill because S3 is executive branch through HHS/DEA and full legalization is not serious enough to discuss yet. You're un-informed on details and this narrative literally never happened in any serious way. Below is a list of when the banking bill already passed the house, which as you said was the one not playing ball. Please note each of these times the bill passed with bipartisan support through the house with republican control. 1. **September 25, 2019**: The House passed the SAFE Banking Act with a bipartisan vote of 321-103. 2. **April 20, 2021**: The House approved the SAFE Banking Act again, this time with a vote of 321-101. 3. **July 14, 2022**: The House included the SAFE Banking Act as an amendment to the Fiscal Year 2023 National Defense Authorization Act (NDAA), adopting it by a vote of 277-150. And where is it in the Senate? They didn't move on anything from the house and their version just got it out of the senate banking committee this September. It's also still not been pushed to the floor for an actual vote. Any progress on pushing this to the floor now doesn't matter, it's tool late. I'd be shocked that the republicans allow anything to go through because they'll have a trifecta in January and don't need to work with anyone anymore. Here's the fucking kicker - that committee is made up of 23 people, of 12 are dems and 11 republicans. They need 12 votes to pass a bill to then be voted on in the senate. They could have passed it any time they wanted during this last congress, but they didn't for blah blah blah there's always an excuse. This whole thing has been parking-lotted by the democrats in the senate who largely control the legislative agenda, and that committee is proof. Bring up that Schumer is saying "soon", or "we're strongly committed" on weed around here and watch people's eyes roll out of their heads.
One thing is certain: the next NDAA is going to be interesting.
I heard a rumor it’s going to be attached to the NDAA