Reddit Posts
My $700k all-in bet that US drone pure-plays are going parabolic in a couple of months
My $700k all-in bet that drone pure-plays are going parabolic in a couple of months. $AVEX $AVAV $KTOS
Fuck everyone. 4.5 years to get to a million without options and I’m done!
4 year road to 1 million. No options, only stocks.
Red Cat Holdings (Nasdaq: $RCAT): Japan Black Widow Order, Drone-Funding Read-Through and a Bigger Production-Capital Story
Is anyone showing interest into $ONDS & $RCAT with Trumps new Drone Program?
$RCAT gains. Holding till the stock hits $30!
U.S. Drone Stocks EXPLODING Premarket – Trump Admin Funding Deals Incoming! Hidden Gem $BRQL (American-Made) Flying Under the Radar
U.S. Drone Stocks EXPLODING Premarket – Trump Admin Funding Deals Incoming! Hidden Gem $BRQL (American-Made) Flying Under the Radar
U.S. Drone Stocks EXPLODING Premarket – Trump Admin Funding Deals Incoming! Hidden Gem $BRQL (100% American-Made) Flying Under the Radar
Anyone else looking at drone software plays after watching SWMR rip?
Red Cat Holdings (Nasdaq: $RCAT): Quaze Adds the Missing Power Layer to the Drone-and-Robotics Stack
Potential Bouncers to Monitor: Sphere 3D (ANY), Red Cat $RCAT, $Modular Medical $MODD and Health in Tech $HIT
Stocks I’m Watching Going Into Tomorrow’s Session 👀
Drone Defense Mid-Caps: Ondas, Red Cat And Kratos Put $ONDS, $RCAT And $KTOS In The Same War-Tech Conversation
$RCAT - Japan Ministry of Defense press release quietly deleted from their IR site. No explanation. Earnings in 5 days.
Red Cat Holdings (NASDAQ: $RCAT): Black Widow, Tactical ISR, Blue Ops and the 2026 Defense Drone Setup
How did you find great stocks early and have the conviction to bet big on them?
How did you find great stocks early and have the conviction to bet big on them?
Some stocks walk… others fly. RCAT? Yeah… this one hunts.
Some stocks walk… others fly. RCAT? Yeah… this one hunts.
Red Cat Holdings ($RCAT) — A Full 2026 Deep Dive After Earnings, Apium, Ukraine And The New NATO Order
RCAT has big opportunity now to go to the moon
$RCAT shareholders during the earnings call
Why is no one here talking about drones?
Red Cat Holdings Inc ( $RCAT ) From Niche Drone Supplier To All-domain Autonomy Play
$OPTT deep dive (important contracts)
ZENA Ownership up clearly $RCAT $UAVS #Drone #Contracts
DD: LightPath ($LPTH) - The Defense Tech Play Nobody's Talking About
LightPath Technologies ($LPTH) - The Defense Tech Play Nobody's Talking About
LightPath Technologies ($LPTH) - The Defense Tech Play Nobody's Talking About
$RCAT Revenue up 1842% YOY - best 1.5T military budget play
$RCAT Revenue up 1842% YOY. Surge incoming 📈
Positioning for American Drone Dominance in 2026
Positioning for American Drone Dominance in 2026
RCAT momentum building -government contracts Venezuelan catalyst Greenland catalyst
Drones: $AVAV vs $ONDS vs $RCAT vs $UMAC
Red Cat Holdings, Inc.(NasdaqCM:RCAT) added to S&P Aerospace & Defense Select Industry Index
What defensive stocks are best setup to benefit from a rising conflict with Venezuela?
$RCAT new blue ops wins 5-0 at REPMUS thus $1.6B annual USV budget. Great $$ Opportunity
Red Cat Holdings (Nasdaq: RCAT) appoints new COO and CFO to bolster operations, finance and global growth
Ondas 4 month Recap (some insight to those who arent familiar with one of the best companies out there atm - yes this is my repost)
RCAT - Poised for Stellar Quarterly Results
IREN already getting hot in the overnight
PDYN - PalladyneAI - Unleashing the power of robotics
Guess who is at AUSA? $RCAT and $OPTT. Who would have thought?
RedCat + Palladyne AI @ Army Defense Conference Washington, D.C
RedCat + Palladyne AI @ Army Defense Conference Washington, D.C
Red Cat Holdings, Inc. (NASDAQ:RCAT) Receives $16.50 Consensus Price Target from Analysts
Red Cat Holdings, Inc. (NASDAQ:RCAT) Receives $16.50 Consensus Price Target from Analysts
$ZENA the sleeper and some thought on $DPRO
$ZENA one too watch - thoughts on $DPRO and $RCAT too
Latest details on the $RCAT x $OPTT partnership
Getting in "Early": A Tale of Two Companies: $RCAT and $MYSE
$RCAT DRONES ARE BEING DEPLOYED FROM $OPTT WAM-Vs
Mentions
Hey, I've built a back test that compares share price moves for 90 days after a DoD contract is awarded. Here's what I got for KTOS, AVAV. Can't backtest AVEX because it only IPOd this year so there is little price data. I did find over 90 DoD contracts though so its definitely on my watch list. Can't backtest Onds as its down a downstream components maker which does not get any direct contracts from DoD. RCAT have only had 1 DoD contract with a value of over $1m so there's not enough date. KTOS had 241 contracts over $10m awarded over the last 3 years. The average share price move after contract award is 1.4% at T10, 5.3% at T30, 4.2% at T60, and 4.9% at T90. At T30 is average return is up 4.5% on SPY. AVAV had 159 contracts over $10m awarded over the last 3 years The average share price move after contract award is 2.3% at T10, 8.5% at T30, 14.5% at T60, and 20.9% at T90. At T30 is average return is up 6.9% on SPY, T90 gets it to 15.6% above SPY. Both stocks show that contracts from the DoD are acting as a catalyst but AVAV's price is much more sensitive to those contracts.
| Day | Trade | Start | End | Profit | Return | |---|---|---:|---:|---:|---:| | 1 | NVDA | $100.00 | $150.44 | +$50.44 | +50.44% | | 2 | NVDA | $165.44\* | $185.01 | +$19.57 | +11.83% | | 3 | RCAT | $185.01 | $233.33 | +$48.32 | +26.12% | | 4 | NVDA | $233.33 | $387.69 | +$154.36 | +66.16% | | 5 | NVDA | $387.69 | $547.65 | +$159.96 | +41.26% | | 6 | QQQ | $547.65 | $735.56 | +$187.91 | +34.31% | | 7 | NVDA | $735.56 | $880.59 | +$145.03 | +19.72% | | 8 | QQQ | $880.59 | $1,011.56 | +$130.97 | +14.87% | | 9 | NVDA | $1,011.56 | $385.35 | -$626.21 | -61.91% | | 10 | NVDA | $385.35 | $464.49 | +$79.14 | +20.54% | \* Includes the $15 deposit.
I’ve been buying RCAT under $10 and selling at $13-$14 over and over.
RCAT UMAC ONDS. Be careful they are up recently and crash insanely fast after a while with no substantial news.
Scanning 500+ public trading accounts over the last 3 years, a couple patterns jump out that match what you’re feeling: \- Accounts that hit $1M+ and \*stay there\* almost always shift risk: \~72% move at least 60–80% into broad ETFs or index-like exposure once they cross seven figures. \- The ones that keep swinging for the fences? About 58% draw down 40%+ within 12–18 months, and \~23% round-trip all the way below $300k again. The “I’m done waking up down six figures” moment is almost a statistical inevitability, not a personal weakness. So what you’re calling “pussy” is actually the playbook of people who want to keep the money. Couple things you did that most never manage: \- You survived 2022 Nvidia pain and \*kept going\*. \- You rotated themes (space, brokers, drones) and still came out ahead. \- You didn’t blow up before compounding could kick in. That alone puts you in a tiny minority. Canadian or not, a million is a million. At a 4% withdrawal rate, that’s \~$40k/yr indefinitely before any side income or future contributions. Boring ETFs + low stress is a totally rational “victory lap” stage. If you want structure instead of “boring ass ETF bullshit” as an amorphous thing: \- 60–80%: global index ETFs (VOO/VEA/VWO equivalents in CAD). \- 10–20%: factor or sector tilts you actually believe in (semis, tech, etc.). \- 10–20%: “degenerate” bucket where you’re allowed to go full RCAT/ONDS/whatever. Mentally pre-write this off as gone.
Drone stocks mostly RCAT UMAC and ONDS. 2x ETF on an already insanely volatile stock will do that
What drone names are you following and long? I got ONDS and KTOS. Had RCAT but dumped it all at 18.
Explain to me the logic, the world is at war, peace is unlikely with Iran anytime soon, defence stocks are going down (PLTR, ONDS, RCAT etc)
Love these individual bot accounts trying to pump drone tickers, seems like ONDS and RCAT are the favs
New to investing. Whats the play for today/this week? Bought RCAT & POET calls last week and they’ve been doind decent
And I unloaded my RCAT at a profit, not fkin with that shitco anymore.
Buy these: ENVX $8 calls expiring 06/05 EOSE $8 calls expiring 06/12 RCAT $15 calls expiring 06/05 SMR $13 calls expiring 06/05 Total price for all of them combined (1 each) is under $300. Get your feet wet. My advice would be not to wait to exit when they get in the money, cash out when you are maybe 30% up which is likely sometime between Tuesday and Wednesday.
RCAT up 61% this week DRNL 40%tru those
I often struggle with stop loss settings. On Friday, I was long on RCAT. It dipped to $12.35 mid day, $0.03 below my stop loss and then rebounded, ending at $15.79.
RCAT is way undervalued imo. One of the only small U.S. drone companies with actual Army/NATO procurement traction while everyone else is either already massive or still mostly hype. My bet is the market hasn’t fully priced in how fast Western military drone spending is about to ramp.
No single prompt, it's been a "project" and kind of just asking questions. Got me in RCAT last week a day before the pump ($14C Exp Jan 27) and BE two weeks ago when I got in at $267 and it pumped to $320 48hrs later. Other plays - Lyft $20C Jan '28 and Nike $55 Jul 17 '26
The Pentagon’s budget request has $55B for drones (DAWG program). The entire USMC branch gets a $6B budget. The amount of money going into drones and counter-drone systems in the coming years will be eyewatering as the US looks to catch up. RCAT still seems like a good buy to me - $2B market cap leaves a lot of room to run if they can become a keystone drone supplier.
Try buying options on RCAT and UMAC and see those giant bid gaps with the low liquidity. My bet is on ONDS it pumps regardless of how many times it’s diluted.
Im in both ONDS and RCAT. Onds bc they secured a 30m contract with isreal which would open that gates to the US purchasing
Why would I trade KTOS when I could trade UMAC or ONDS or RCAT?
RIP the stocks I put calls in for CRSR and RCAT
Is RCAT and UMAC still a buy?
Seriously. I sold AMD, RCAT, SMCI and all of a sudden- massive green dildos.
As a fun thought experiment, I asked Google Gemini if it were a fund manager tasked with designing an ETF that could ONLY hold stocks that the Trump mentioned, what would the holdings (& percentage allocation) look like. And what would be the projected growth and dividend/distribution yield. The actual prompt was more specific, but leaving out extra details for brevity. It came up with the following: *Holdings* Tranche A: Sovereign Anchors (45%) 1] INTC: 25% 2] IBM: 20% Tranche B: Strategic Infrastructure & Disclosures (35%) 3] MP: 15% 4] MU: 10% 5] TMO: 10% Tranche C: Small-Cap Pure Plays (20%) 6] QBTS: 5% 7] RGTI: 5% 8] QUBT: 5% 9] RCAT: 5% *Projected Growth* * Projected Growth: 28% to 34% Total Return (12-Month Horizon) * Dividend & Distribution Yield: ~1.45% Blended Yield Obviously, this is a fun activity. I wouldn’t put any real money behind this (that also should tell you why I am not rich 😝).
All the regular AI tech bullshit and some energy. MU was the big hitter for me as well as ARM and TSM. Then you add in TE OKLO and BE, plus some drone shit in ONDS and RCAT. Hints of SOXX and EWY, AAOI ANKR and some other random photonics whatever the fucks buys and sells and here I am.
I was responding to your UMAC question but got deleted so here it is: yes, its the parts maker for US drones in the future. UMAC and RCAT used to be one company, and they split. RCAT was supposed to be more military, while UMAC was supposed to be for civilian tasks such as farming and shit. UMAC made a pivot last year and decided that there was a lack of US-made parts for the huge future drone manufacturing in the US, so that's what they do now. Its the "picks and shovels" of the US drone industry
RCAT. Its flat un pre-market but I think its going to keep rising to at least the $20-25 range where analysts were projecting, before the announcement of government direct equity stakes / debt funding for domestic drone manufacturers.
Drone stocks are currently doing well. UMAC, RCAT and DPRO seems to be good buys right now.
Anyone looking at Drone companies after the orange president mentioned them? $PUSA, $UMAC, $RCAT
I'm thinking drone stocks will continue to do well today, after that news from the White House. Yesterdays drone gainers: • $UMAC +48% • $RCAT +25% • $UAVS +21% • $ONDS +20% https://preview.redd.it/xk99lq82h04h1.jpeg?width=1414&format=pjpg&auto=webp&s=639167bedbc2f8616aaa7ab0a052c2f8fea4a444
Bought a decent amount of ONDS and RCAT at market open, hopefully they get a deal. However, I have tight stop losses, just in case one of them doesn't.
Okay we cycled through, CRSR, RCAT, whats next?
I didn’t say if it would go up or down! I am in $UMAC, $RCAT, $ONDS…even got in $GNS which moved. Anything else? ;)
Haha damn. What would they have been today? I have 900 RCAT shares but sold a $13 CC a week ago 😓. So I still made some today but not nearly as much as I could have.
I’ve been following $RCAT and $UMAC since 2024. Same stocks made my portfolio go down 40% at one point, but diamond hands.
RCAT sub \*checks notes\* just broke even from 2025, thinks they invented fire.
Why tf didn’t I buy those RCAT CALLS THAT WERE $1
RCAT. Despite the significant jump today, its still priced well below analysts estimates. With the government investment, this has a long runway ahead.
Hate that I sold RCAT two weeks ago
Sold RCAT too early. Fuk it, profit is profit.
Would you still recommend going into UMAC, RCAT and XTIA? For how long would you hold them for?
RCAT also owns Blue Ops which is starting to crank out marine drone boats as well.
Come on RCAT recover from that little hiccup that were the last 30 minutes
RCAT going back to $10 EOW
Im going with RCAT
I wish ONDS could move up as much as RCAT
My RCAT bags are saved until the next time it drops 40%!
I was huge into RCAT before earnings. Sold and never rebought because Ive been Lazer focused on AI...feel like a dummy
UMAC and RCAT always pumps and dumps repeatedly
Of course I sold RCAT two weeks ago…
Babysitting my RCAT calls brings back some memories
Keep feeding the RCAT kitty
RCAT keep going Heeeere come kitty come kitty come
To the moon today! Seems like the collaboration with RCAT and the drone boom today is pumping PDYN big time.
RCAT. Based on patterns we've seen from prior government investments (semiconductors, quantum, rare earth's, etc), plus where 5 analysts are saying this stock should be priced at ($20-$25), expect it to keep driving north for a couple weeks to months.
RCAT ripping big mama’s jeans
This is not a rational market. When you throw logic out the window that’s when you start making real money. Do you want to invest for 10+ years or do you want to make money? Honestly. If it’s the latter then forget about buying stocks right now. Save your money and throw 10% of your intended stock money into call options where the hype is. Today it’s drone companies. Next week who knows, follow the news. I’m up 2K on RCAT and ONDS calls I bought just an HOUR AGO.
Told you regards to buy RDW before the 100% run up, told you to buy RCAT yesterday premarket, and today, I have nothing for you lol. Still in both.
Do the thing RCAT, do the thing
My RCAT and ONDS going crazy. Makes up for me barely getting the timing wrong on ARM and QCOM
> AVAV calls... ngl this contract was the first time... actually timed right Same here! Was gonna go into all three yesterday, beating myself up about missing two, but hey, at least I got AVAV literally the day before it popped - can't get better than that! > KTOS and RCAT feel like pure greater fool plays but also it is drones and war season so screw it, I am the fool This is wsb lol prudent and responsible investments are out the door! I think there's still plenty of space on this drone elevator for all three even with how they're running today. That said, while these are significant plays for my usual position sizing, they won't wipe me out if they go to 0.
I read this in the voice of a guy mainlining Monster while watching defense stonks on 3 monitors. Already in AVAV calls from last month and ngl this contract was the first time my YOLO actually timed right. KTOS and RCAT feel like pure greater fool plays but also it is drones and war season so screw it, I am the fool.
What’s the news with ONDS and RCAT?
My June 5 RCAT calls were -93% last week and now ITM. That's a personal record comeback for me
I love how nobody is talking about RCAT getting a fat government contract overnight while DJTJr is friends with the board and likely owns a percentage of it
They told me I was a regard for getting giant bags of UMAC RCAT and PDYN. They were right, I am a regard, but now Im a rich regard!
On May 20th, I asked "What are some of the best publicly traded companies producing drones", followed by "Tell me about RCAT financials" and "Why did they dilute shareholders?"
Thank you Claude for suggesting RCAT last week. Jan '27 $14C
My $KTOS bag getting lighter. Drone stocks all up: $RCAT $AVAV $UMAC $ONDS
Let’s go RCAT bayybbeeeee
I would love for ONDS to have a double digit % day but looking like RCAT KTOS and UMAC are already doing better…
Yes RCAT daddy I'm your little slutty baby
RCAT has been absolutely wrecking my portfolio for the past month, finally it's giving back <3
What are we thinking of RCAT
RCAT doing its thing
This is the logical play but it’s not going to pump nearly as hard as RCAT or some other shit in 6 hours when the floor opens.
I would buy and dump UMAC and RCAT for profit continuously until I stopped now I’m kicking the air.