NDAA

DieKaiserVerbindung

I’ve heard this logistics run-off before and yet the NDAA grows year after year. It’s to keep the front lines full of humans. I can be matter of fact about it.

bryandph

This is straight regarded. I say that as an early investor in Unusual Machines. UMAC is just getting to the point of making their own motors Look at UMACs retail storefront, Rotor Riot. How many of the components are from China that they are reselling. Almost all of them. Fat Shark, RadioMaster, TBS, etc are all Chinese brands. Even their own brand of brushless motors, “hypetrain”, is still made in China. A huge number of the NDAA parts are Chinese, counter to the claims on their site. Maybe final manufacturing is happening in Orlando, but the components are certainly not. Another “Made is the USA” grift. Look at the components actually produced in the USA on their site, like their flight controller. Look at the RotorRiot F7 https://rotorriot.com/products/rotor-riot-brave-f7-flight-controller-made-in-usa . Now compare it with the Chinese equivalent they based their design on down to the microcontroller: https://www.speedybee.com/speedybee-f7-v3-flight-controller/ The Chinese version is of higher build quality literally down to the PCB. I own both. The Rotor Riot motor controller doesn’t even come with a heatsink. It’s literally an enshittified version of the Chinese version that costs more. Grifters gonna grift. I may like UMAC and think it’s a good idea for the USA to manufacture drones at home, but what is happening now is stock market manipulation, not building American business.

greenbelieve

I finally got out after 8 years. I was here for everything from the aphria short report to canntrusts fake walls to ianthus exploding to River’s husband’s trial to every “soon” and every failed NDAA to every headline pump and dump in between. I was indoctrinated in this believe that if US companies could just get on senior exchanges all would be resolved. The “barbarians were at the gates”. Then Trulieve did, and no one cared. Immediate selloff and slow bleed since. The opportunity cost had been breathtaking, not to mention the actual capital destruction. After the nyse, I came to realize I was actively defining insanity staying here any longer. I’m honestly fearful S3 will either be another sell the news depending on price action leading into it, or another immediate pop with shorts piling in to fade. The attention is in AI and technology. That’s where the growth is, the eyeballs, and the volume. I was telling someone else here the other day that I consume finance content 24/7 and no one, and I mean no one, talks about weed companies. Does that mean I was way too early? Perhaps, but it also means I was wrong.

Rock_or_Rol

There’s still a ton of speculative high beta stuff that is near the bottom. INFQ, AVAV, IMSR, MP, SERV, POET INFQ, AVAV and MP have subsidies in the pipeline with the NDAA and stuff Still a sketchy market though. It appears Iran wants to start a recession. It’s not about 🥭, it’s about the next 20-30 years. Short of us unfreezing their assets or leaving the area, this could very bad again very soon. Look for puts soon (1-3 weeks). The euphoria in here sketches me out a bit ngl

Key_Lifeguard_8659

Also interesting... The company also benefits from a geopolitical moat -- leveraging NDAA compliance and its Korea Battery Alliance (three contract manufacturers) to mitigate risks associated with Chinese supply chains like CATL. ---This structure, combined with a "net-debt-free balance sheet" and a strategic shift toward outsourced manufacturing, allows Amprius to scale rapidly without the massive capital expenditure required by competitors like Enovix, resulting in significantly higher recent stock performance (+353% vs. S&P 500).

Rock_or_Rol

AVAV - NDAA & 500 million contract in the works. Might pull back with class action headlines but it might reclaim a lot of their SCAR contract DAMD, USO and short everything - in case the war keeps up… we are escalating. We hit a desalination plant today. If refineries start blowing up again, we might not get out of this.. the oil shock is already bad news around the globe and that was during the MOU. It’s not a light switch and the market is entirely dependent on AI being worth trillions of dollars.. and then there are open source threats MP - benefits from the NDAA and they’re going to subsidize the frick out of magnets. LMT will probably get a double beat Crypto lobby has a lot of money and there’s a certain global leader who can’t get enough of it.. SMRs will probably get subsidized soon too. A lot of billionaires seem to own their own company of one… gates, bezos etc. CQQQ might be a bet too with their memory IPO

Rock_or_Rol

AVAV has too pretty catalysts coming out if you want a defense play with high beta. $500 million drone defense laser they are most likely to get and then the NDAA increases the pentagon’s autonomous weapon system budget by 250x (20 mil to 50 billion). NDAA HAS to get passed soon. It’s a critical one

Rock_or_Rol

Im relieved… I’ve been buying the pull back all month $500 million drone defense contract imminent and the senate will probably pass the NDAA by eom too SCAR class action might slap the rally down though.. hoping it gets sorted in one way or another before then. Buying that dip too if macro isn’t completely fucked

Rock_or_Rol

Look at defense v. tech price action It’s because of the upcoming NDAA legislation. If you want that defense catalyst with a tech beta, buy INFQ. They’re a shoe in for the sensor budget line UMAC beta is crazy too.

Rock_or_Rol

I’m chasing AVAV down Their whole thing is autonomous weapons, robotics and the like with interceptor, drone defense and aerospace tailwinds. NDAA is set to increase automated defensive spending from like $20 million to $50 billion. 🥭 burned through our interceptor stockpiles and we had a lot on back order already, with Japan especially. Add that with funneling money into drones.. not to mention, if they keep the lion’s share of their SCAR contract? Foget about it. Double bagger by EOY.

Rock_or_Rol

It’s BS. They’re dumping and fear mongering it to buy low before the NDAA funded contracts start firehosing money in

Rock_or_Rol

As is most of Congress Our counter intelligence elevated Israel’s threat level to red and the house pushed the NDAA reclassifying our relationship with them to that of the 5 eyes… regarding arms deals and intelligence sharing while limiting executive authority on how to deal with Israel. The senate is deliberating this week on whether to pass it..

Rock_or_Rol

Congress is so cucked to Israel.. what a joke Tying them into 5 eyes status with the NDAA? are you fucking kidding me?

Rock_or_Rol

Don’t listen to the analysts.. AVAV They have a UAE relationship (we just loosened defensive sale restrictions on them today), they have a foothold in Germany (EU + nato spending), and Congress is on the verge of passing the NDAA after a litany of good news. Drones, drone defense, interceptors, automated weapons and aerospace. Hot knife, but there are some juicy catalysts ahead. Check out the insider buys

Rock_or_Rol

Drones probably are going to rally hard soon if the NDAA gets passed without too much trimming. 250x increase military spending on autonomous weapons (from 20sh million to 50 billion). KTOS, AVAV, UMAC, RDW, RCAT are my picks. I’m simping particularly hard for AVAV though. They’re wayyyy oversold with the best PE ratio and they go beyond UAVs into other robotics, interceptors, drone defense and aerospace. If they get a lot of work from their scar contract back, they’ll moon ontop of the increased spending.

Rock_or_Rol

There’s NATO and EU defense spending and AVAV has a decent German presence, but yeah, NDAA is the big one.. unless maybe the SCAR procurement process makes it clear that AVAV is likely to keep that contract or the class action against them gets dismissed.. which I doubt it will unless those contract good faith stop work clauses are pretty standard for the military, but who knows? Seems like a pretty one sided contract though wtf lol

Dude_HaHa

What other catalysts besides NDAA this month? Are your calls way OTM?

Rock_or_Rol

AVAV: double beat earnings, gets a $500 million contract after, Germany deal before nato spending, interceptor production increase at a fraction of patriot costs, interceptor deals with crazy backlog demand on historic stockpile shortages, NDAA likely to get passed this month that increases automated defense weapon spending by 240 (20 mil to 50 billion), AVAV still likely to retain lion share of SCAR contract Every other drone stock: rallies on AVAV earnings Some analyst: temporary growth or something, idk AVAV: drops 25% Other drone stocks still holding the rally: 👀 I’m pissed lol

Rock_or_Rol

Weathermen don’t move markets. It’s market manipulation before the senate passes the NDAA… which has a 240x increase on autonomous weapons while they claim AVAV’s growth is now capped?? The tailwinds to drones, interceptors and aerospace is off the charts right now.. anyways, at best, they’re retarded

learsi-ediconeg

ISRAEL/US Military merger happening behind our backs! [https://www.military.com/2027-ndaa-provision-seeks-sweeping-us-israel-defense-tech-integration](https://www.military.com/2027-ndaa-provision-seeks-sweeping-us-israel-defense-tech-integration) THIS IS BIG TOO GUYS. SHARING HERE BECAUSE THERES SO MUCH HAPPENING. CONTACT YOUR CONGRESSMAN/WOMAN AND URGE THEM NOT TO PASS THE NDAA WITH PROVISION 224 STILL IN IT! ITS TREASON.

Deeznutzsgotcha

Never.... The bill that permitted the expansion of U.S. government-funded media into the United States is the Smith-Mundt Modernization Act of 2012, passed as part of the 2013 National Defense Authorization Act (NDAA).

aperartnft

That's pretty much where I am too. The supply-chain angle is what makes it interesting to me, not trying to guess which drone OEM wins. But execution is everything from here. They've done a good job expanding through Fat Shark and Rotor Riot, growing revenue, and pivoting toward NDAA-compliant manufacturing, but now they have to prove they can scale that into a durable business rather than just a good narrative. If they can execute while the U.S. keeps pushing domestic drone procurement, I think the opportunity is much bigger than the company is today.

Extra_Code_7556

The picks-and-shovels framing is the right way to think about it, but the real test is whether DoD and prime contractors actually standardize on domestic component suppliers at scale or just use NDAA compliance as a checkbox while keeping costs low with workarounds. Execution risk at this size is real, and the gap between record purchase orders and consistent profitable revenue is where most small defense suppliers stumble.

Beneficial_Weight766

What if $elab partnered with $umac... ​ Potential Customer/Partner: Because $UMAC's entire business model is being the "Intel Inside" of the domestic drone industry (providing flight controllers, motors, and cameras), $ELAB's new drone unit, NorthStrive, is a prime potential customer. If $ELAB scales up the production of its newly acquired GPS-denied autonomous defense drones, they will need NDAA-compliant components. $UMAC is one of the few places to get them at scale.

Ok_Lengthiness3024

You should buy this oversell on AMPX, they just had great earnings and issued a massive stock offering. They are a leading drone battery provider, one of the only american sources (NDAA compliant) which is critical as of Jan this year when trump banned future use of foreign drone components, opening up the entire market.

snowycashflow

I agree with u both about long term but I’m talking about short term. I guess this was more of a day trade post. LMT is up and my analysis says it’ll go up more over the next month. I’m putting a lot of weight on the NDAA(which I know requires funding), restocking the military after recent conflict(s), the current admins wishes for more defense spending, and republicans being in office.

billyd1984texas

Section 1250A of the 2024 National Defense Authorization Act4 (2024 NDAA) prohibits the President from "suspend[ing], terminat[ing], denounc[ing], or withdraw[ing] the United States from the North Atlantic Treaty"5—which established the North Atlantic Treaty Organization (NATO)6—without the advice and consent of the Senate or an act of Congress

Suspicious-Return809

Not to say he can't try but legally he cannot. The NDAA 2024 law states to leave NATO we would need Congress to formally withdraw. He can bitch about it though

NervousChemistry7401

In December 2023, Congress passed a law (Section 1250A of the 2024 NDAA) that specifically says a president cannot withdraw the United States from NATO without either: • approval of two-thirds of the Senate, or • an Act of Congress (meaning House + Senate passed legislation)

KEANE_2017

Its not up to Trump: The **National Defense Authorization Act (NDAA) for Fiscal Year 2024**, enacted in December 2023, contains a specific provision that prevents a president from unilaterally withdrawing from NATO. According to this law: * The President must obtain the **advice and consent of the Senate**, provided that **two-thirds** of the Senators concur. * **Alternatively**, an **Act of Congress** (a joint resolution passed by both the House of Representatives and the Senate) is required to authorize such a withdrawal.

johndsmits

summary: * scotus struck down tariffs. * 🥭 mad, blames \[not some\] all his enemies, issues "global 10%" under NDAA, everyone is an enemy now. * Since section 232/301 is NDAA, nat security, **you** are now the enemy. Everyone pivots back into **tech** at this point.

Low-Pollution-262

I think you mean KULR ? Anyways, I had positions in all three almost equally. But I redistributed them. 1. $KULR - I stepped away from KULR when they started to buy and hold Bitcoin. There’s nothing wrong with that, but I felt like they started to lose focus on their primary business. 2. $ENVX - I believed in them for a while that they’d have a strong partnership with big players like Meta, but so far they haven’t received any such deals. With high capex and fabs in Malaysia , they are yet to have large deals. The battery for consumers market is very competitive. So I got rid of most of my stakes. I will wait for a good quarter to step back in. 3. $AMPX - This is the only company that is scaling pretty fast, with doubling or tripling their revenue. I feel like they’ve proved pretty well , already partnered with large companies, set up contract manufacturing, which gives less margins but almost no capex and can be scaled pretty quickly. They’re on track to get complete NDAA compliance. The company is in the right time to be able to benefit a lot from the drone dominance programme. I’m increasing my positions whenever possible.

Plane-Try-6522

AMPX - product moat that serves the LEV market with the majority of revenue coming from their 499 aerospace military contracts with a focus on performance, not price. - Q3 EPS = -0.03$ putting it at 1-2Q within profitability. The CFO has reiterated that an additional 10M$ is sufficient for positive EPS to happen. - leadership baton has passed from 70yo CEO Kang Sun to the current CEO Tom Stephen with extensive background in scaling to transition AMPX from lab deployment to large scale commercialisation. - 3 Korean contract manufacturers that are NDAA compliant + 1 plant in Nanjing, China. - Entered the integration phase with Amazon for the Amazon Climate Tech program. - Recent price targets have put AMPX average price target in the 17$s, with one being at 20$.

greenbelieve

Absolutely wild price action. EO for reform in the White House in December, (which seemed unimaginable even 1 year ago) and the market just does not care about this sector anymore. I’ve been doing this so long I remember when MSOS was 13 bucks before Mcconell nuked SAFE in the NDAA. Now we are grinding back to $4. Everything is so dramatic too. Speculation that Bondi is not gonna sign for ~reasons~. I’m tired boss.

MinimumCat123

Just search NDAA compliant drone companies. Theres a few that are dirt cheap. The DoD is about to buy every drone they can get their hands on and orange man wants 500 billion more for the defense budget

gizamo

Artificial General Intelligence is a well defined concept already, and it is absolutely a national security priority. The definition: AGI (Artificial General Intelligence) is a type of AI that can understand, learn, and apply knowledge to solve any intellectual task a human can, unlike current narrow AI limited to specific tasks; it's characterized by adaptability, common sense, and the ability to transfer skills across domains, representing a major, hypothetical goal in AI development that mimics broad human cognitive abilities. The Security Priorities: AGI is a top-tier U.S. national security priority because it represents a "transformative era" in global power, comparable to the dawn of the Industrial Revolution or the development of nuclear weapons.  The U.S. government views AGI through these critical security lenses:  1. Military and Strategic Dominance Tactical "Clairvoyance": AGI could provide battle predictions so precise they offer "tactical clairvoyance," rendering traditional human-led armies obsolete. Superhuman Speed: AGI-powered systems can operate at speeds far beyond human capacity, controlling massive drone swarms that can overwhelm local defenses and making the battlefield "transparent". Accelerated Innovation: While traditional military hardware takes decades to field, AGI could compress the tempo of military innovation into mere weeks.  2. Deterrence and Geopolitical Competition The "First to AGI" Race: U.S. strategy, as outlined in the 2026 White House AI Action Plan, emphasizes maintaining a lead over adversaries like China to ensure that democratic values set global standards. Strategic Stability: Some theorists suggest AGI could lead to a new form of "Strategic Stability" similar to nuclear deterrence, where the threat of "Mutual Assured AI Malfunction" (MAIM) prevents conflict.  3. Cyber and Infrastructure Resilience Proactive Defense: In 2026, AGI is seen as the only way to defend against sophisticated adversaries using their own AI to exploit vulnerabilities faster than human teams can patch them. Critical Infrastructure: AGI-driven cyberattacks could cripple energy grids, financial systems, and communication networks beyond human comprehension.  4. Democratized Destruction Low Barrier to Entry: AGI could act as a "sinister mentor," enabling non-state actors or individuals to develop biological, chemical, or nuclear weapons without specialized scientific expertise.  5. Institutional Response (2026 Developments) FY 2026 NDAA: Recent legislation mandates the creation of the Artificial Intelligence Futures Steering Committee by April 1, 2026. This committee, co-chaired by the Deputy Secretary of Defense and the Vice Chairman of the Joint Chiefs of Staff, is tasked with formally assessing the military implications of AGI. State Department 2026 AI Plan: A new strategy aims to modernize U.S. statecraft by using AI to enhance decision-making and mission outcomes across global operations.  Lastly, yes, that was ChatGPT. Ask lazy, disingenuous, and obviously trolling questions, and you'll get lazy answers. Also, not that this ignores the corporate priorities of eliminating the vast, vast majority of human jobs. But, of course, this isn't like tech that has eliminated jobs and created jobs simultaneously because, by the very definition of the tech, it does the jobs that it might have created for humans.

Boris_TheManskinner

This stock has run up 10x since last January. And Trump didn’t propose a 1.5 T defense budget… he tweeted about it days after the NDAA was signed, by him, for 1 T. The next NDAA is in a year… so the 1.5 T is just a tweet. This post would have been great a year ago. What’s your next rec, Nvidia?

Boris_TheManskinner

The budget is 1 T not 1.5 T, regard. The NDAA was signed in December. 1.5 is what Trump proposes for the next budget - which will need congressional approval. And PRZO and ONDS is the play. You ignoramus.

Jason__Hardon

status and outlook for 3D Systems Corp. ($DDD) are as follows: Investment Profile & Bull Thesis Bull Thesis: The core thesis is driven by rapid acceleration in the Aerospace & Defense (A&D) segment. Growth Projections: Revenue in the A&D business is expected to grow more than 20% in 2026 (following 15% growth in 2025), becoming the company's largest industrial segment. Regulatory Tailwinds: The 2026 National Defense Authorization Act (NDAA) restricts foreign-sourced 3D printing systems for DoD programs, directly benefiting domestic providers like 3D Systems. Strategic Capability: By 2027, the company aims to be the only U.S. provider of an entirely onshore end-to-end large-frame metal 3D printing ecosystem. Market Cap: Classified as a Micro-Cap (or Small-Cap), with a market capitalization of approximately $300 million to $340 million as of January 9, 2026. Short Interest & Trading Data Short Interest Percentage: Approximately 31.8% to 32.0% of the public float. Average Daily Volume: Trading volume is currently well above normal. As of January 9, 2026, volume was 13.68 million shares, which is roughly 360% to 380% of the 3-month average volume (~3.6 million to 3.8 million shares). Days to Cover: Estimated at 10.2 to 10.5 days under normal conditions, though this has decreased in the short term due to the recent surge in trading volume. Public Float: Approximately 123.2 million shares are in the public float available for trading. Exit Strategy & Price Targets Price Targets: Analysts have significantly varied targets based on recent news: Near-Term Technical Target: $3.62 to $3.63, identified as the "core fair value" by some modeling. High Analyst Target: Up to $4.75, with median long-term estimates reaching higher. Technical Resistance: Resistance levels are identified at the 52-week high of $5.00. Estimated Timeline: The Needham Growth Conference fireside chat on January 13, 2026, is a major near-term catalyst for price movement. Another critical date for re-evaluation is the estimated next earnings report on March 1, 2026. Short Squeeze Analysis Is it a good play? It is currently a strong candidate for a short-term squeeze. Positive Indicators: A high short interest of ~32% combined with a high 10.5 days to cover creates classic squeeze conditions. The stock recently surged 25% in a single week (early January 2026), suggesting that short sellers are beginning to be forced out by the bullish news in the defense sector. Borrow Fees: Borrow rates remain relatively low (~0.40%), suggesting that while interest is high, there isn't yet an extreme shortage of shares to borrow to maintain short positions.

PeaPsychological9832

Umac UMAC operates in the US drone sector , particularly producing National Defense Authorization Act (NDAA)-compliant parts, which are in growing demand as government and enterprise users shift away from non-compliant foreign suppliers (especially Chinese components). This regulatory trend benefits them dramatically. RKLB Massive backlog of launch and space systems contracts gives runway for future revenue. They are developing the Neutron rocket, once it successfully launces they will have a major increase of revenue per mission.

No_Assistance5652

It's about future contracts they gonna get with NDAA appropriations.

Vegan-Velociraptor

Comparison to Skydio Both companies focus on similar segments: small UAS (primarily Group 1, with some Group 2 elements for Red Cat via acquisitions like Teal Drones and FlightWave’s Edge 130). Skydio stands out more in the report because it fits the profile of venture-backed, post-2010 founded companies with significant private investment activity—aligning with PitchBook’s strengths in tracking VC deals. Red Cat (publicly traded, with growth via acquisitions and government contracts like the Army’s Short Range Reconnaissance program) may have less emphasis on traditional VC rounds captured in the dataset. Additionally, the USRD data was last updated in January 2025 and excludes newer platforms/companies post-dating that cutoff, though both firms were established earlier. In summary, Red Cat isn’t “missing” entirely—it’s acknowledged in the M&A context—but the report’s methodology prioritizes venture investment trends, where Skydio is a stronger example. This explains the disparity in coverage despite their overlapping market positions in small, NDAA-compliant U.S. drones.

ILoveAllPenguins

KTOS, NDAA just got passed. Expecting major military contracts to get inked.

Mammoth-Land-3515

$HUMA! Excerpt from page 129 of the NDAA Defense Bill that was just signed that describes Symvess (symvess.com) nearly word-for-word: https://preview.redd.it/akwf38w4088g1.png?width=905&format=png&auto=webp&s=23ce561ea3a89ede157ba12eefd11134bd4b93cd

FarrisAT

The US Development Finance Center has been granted approval to lend up to $205bn of American taxpayer money abroad, even to wealthy nations. This expansion was approved in the 2025 NDAA. I hope American taxpayers enjoy watching Don’s friends get billions abroad while their healthcare insurance gets yanked away. Sources: https://www.bloomberg.com/news/articles/2025-01-17/trump-team-has-wealth-fund-ambitions-for-small-lending-agency https://news.bloomberglaw.com/health-law-and-business/us-development-finance-agency-targets-ai-minerals-in-expansion Positions? Invest in grift companies aligned with Trump abroad. Lots of focus on whatever has Israel or Qatari hands in the pie.

AverageNo130

Prez will sign NDAA bill at 6:00 pm. Open to press, televised.

ProjectMagnet

it's okay it might still be in the NDAA! \*coughs up blood\*

Mammoth-Land-3515

It's been beaten down pretty hard this year. But I do believe this is a turning point for them with dialysis trial results on the horizon. Who knows, maybe they'll get a chunk of the newly passed NDAA. Symvess is listed on the ECAT now after all.

ProjectMagnet

Fool me once, shame on you. Fool me twice, shame on me. Fool me three times, shame on Todd Harrison. Fool me four times, shame on Dan Ahrens. Fool me five times, shame on Jason Spatafora. Fool me six times shame on Bruiser. Fool me seven times, shame on Motley Fool. Fool me eight times, shame on Schumer. Fool me nine times, shame on the perennial NDAA rumours. Fool me ten times, shame on Booker laying himself down. Fool me eleven times, shame on Mitch McConnell. Fool me twelve times, shame on Greasy Kevin Sabet. Fool me thirteen times, shame on Snead's Linkedin Posts. Fool me fourteen times, shame on Biden. Fool me fifteen times, shame on Harris. Fool me sixteen times, shame on the DEA. Fool me seventeen times, shame on TDR and old youtube videos. Fool me eighteen times, shame on Doug Kass. Fool me nineteen times, shame on the Orange One. Fool me twenty times, shame on me.

jmu_alumni

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)

RandomGenerator_1

Nah, the NDAA is finalized.

greenbelieve

Not the NDAA odyssey again 😖

jmu_alumni

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

Vegan-Velociraptor

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.

ILoveAllPenguins

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.

skystarmen

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)

sf94134

google. Recently bought UMAC (NDAA compliant drone parts manufacturer) and plan to hold through 2026/2027 since US defense spending more on drones. Like you I sold AMD too early.

greenbelieve

3 years? So that makes your entry around the “Safe will be in the NDAA” era??

Bare-Knuckled

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.

trijcwhitey

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.

Ok-Replacement9595

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.

Generic_Name_124

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.

Key-Temporary7213

**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)

Strange-Vibes

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. 

DA2710

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.

RadiantWarden

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.

volckerwasright

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

Real_Ad_7775

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.

StrawberrySuperb9229

I like $RCAT since they beat all the competitors for SRR contract and have 4 products in the blue UAS list and NDAA certified

StrawberrySuperb9229

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

TwoDrunkKittens

I heard safe was going to be attached to the NDAA

KAI5ER

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**.

UnitBased

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.

Foreign-Coconut3500

You clearly don't remember the 2012 NDAA. Talk about terrifying....

DuckTalesOohOoh

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.

Chops03xx

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.

Amehoelazeg

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.

johndsmits

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). 

boxofducks

An NDAA has literally never passed by voice vote in the entire history of defense appropriations. Why are you making shit up?

theorizable

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.

pmekonnen

• 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.

Philocraft

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.

Philocraft

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/).

Watchyobak

Literally can’t happen per the NDAA. Dems would block.

PsychedelicDucks

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.

Boomcrank

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.

WranglerUnhappy6371

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.

PsychedelicPeppers

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)

mendobreadth

$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

bionista

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.

ethandavid

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?

roloplex

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.

cannabull1055

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.

noobstockinvestor

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

phatbob198

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

trebuchetty1

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.

noobstockinvestor

Yeah they are different. Politico/MM said NDAA because of Booker. Punchbowl news saying CR. I don't care which it gets included in

infinite_cura

CR is different from NDAA.

Tiaan

Wasn't the best chance the NDAA just a few days ago? Not looking good imo

ModernR3volution

$ZENA ZenaTech Signs Blue UAS and NDAA Compliant Supply Chain Partners to Sell to US Defense Branches and NATO Forces