$RCAT mention timeline

Red Cat Holdings. Every tracked FinTwit mention of $RCAT, newest first. 152 mentions since the first on Dec 17, 2025. See the price chart.

July 2026 · 3 mentions

Jul 17
Wayne Liang — The future is on sale right now. AI Semis: $MRVL -43% $MU -31% $NVDA -14% $SNDK -40% Neocloud: $CIFR -44% $CRWV -47% $IREN -53% $NBIS -40% Space: $ASTS -57% $FLY -70% $RKLB -…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped. Average drawdown: -42% from peaks so far: 🔴 NuScale $SMR -85% 🔴 Oklo $OKLO -76% 🔴 Redwire $RDW -69% 🔴 Navitas $NVTS -63% 🔴 Oracle $ORCL -62% �…↗
Jul 2
CK Capital — Are drone stocks back? $AVAV up 14% $AVEX up 12% $RCAT up 8% $ONDS up 5%↗

June 2026 · 10 mentions

Jun 20
PhotonBull — Maybe you guys can use the donations to compensate @kevinxu subscribers $RCAT needs to pick up the performance↗
Jun 18
Michael Sikand 🦑 — $KRKNF is approved to close a massive drone tech acquisition. The Covelya acquisition has been lit by regulators and hits officially July 2, opening powerful combined guidance fro…↗
Jun 18
Jason Luongo — 5. $RCAT - Red Cat Holdings Won a $35M US Army contract for the Black Widow - a military-grade reconnaissance drone built for battlefield threat detection and identification. You…↗
Jun 15
Dustin — $RCAT Red Cat Introduces Hellcat™, a Global Small UAS Configuration Built on the Proven Black Widow™ Platform https://t.co/ONoHxI9drv

May 2026 · 22 mentions

May 31
Shay Boloor — THE AUTONOMY LAYER OF THE DEFENSE BUILDOUT President Trump is pursuing funding deals with drone companies to boost domestic production & the market is starting to reprice unmanned…↗
May 30
InvestmentGuru — DRONES ARE BACK — AND THIS TIME IT’S INSTITUTIONAL On May 27, the Wall Street Journal reported that the Pentagon is actively negotiating to take direct equity stakes in American d…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned? THE MARKET MADE NEW ALL-TIME HIGHS The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 30
Space Investor

April 2026 · 11 mentions

Apr 30
Dustin — $RCAT Red Cat to Deliver 173 Black Widow™ Drone Systems Under Japan Ministry of Defense Contract https://t.co/Fr57NotAvz↗
Apr 29
AlmaCap — Seeing brutal moves across space and defence names whilst AI semiconductor supply chain continues to pump - seems I was right about the expected rotation. Space: $ASTS; $RKLB; $FL…↗
Apr 26
Michael Sikand 🦑 — The defense trade is getting smoked. $LMT is down 18% in 1M $KTOS is down 19% in 1M $RCAT is down 15% in 1M My newest position $AVEX ripped to $41 Monday and closed at $29 on Fri…↗
Apr 24
Dustin — $RCAT Northland Securities analyst Michael Latimore maintained a Buy rating on Red Cat Holdings today and set a price target of $22.00 https://t.co/KfhfrjsDW0

March 2026 · 51 mentions

Mar 31
Dustin — $RCAT two acquisitions and Ukrainian partnership in past 24 hours Glad to see them using equity and not cash to make these acquisitions. The company’s valuation is a massive asset…↗
Mar 28
InvestmentGuru — The Drone Supercycle Is Here — 5 Stocks I’m Watching $ONDS The benchmark. Their Iron Drone Raider system and American Robotics subsidiary are gaining real traction with DoD and…↗
Mar 23
シバイヌおやびん（投資系VTuber） — 【ミサイル補充と次世代ドローン対策】（Gemini）米国では高価な迎撃ミサイルの消耗を抑えるため、安価な迎撃手段やAIを活用した自律型システムへの投資が加速しています。 1. 迎撃ミサイル・防衛システム（大手） $RTX （旧レイセオン / RTX）: 世界的な需要がある「パトリオット」ミサイルや、艦船用の迎撃ミサイル「SM-3」「SM-6」の主契約…↗
Mar 22
InvestmentGuru

February 2026 · 14 mentions

Feb 28
Black Panther Capital — Oppenheimer just told you exactly what to buy. $45 Billion drone market → $400 Billion in a decade. And out of every drone company on the planet, analyst Timothy Horan named ONE…↗
Feb 27
Wayne Liang — Key to hitting 10x trades: Spotting the technicals. Understanding the fundamentals. I'll explain what I mean... Back when I caught: $ONDS at $0.83 $OPEN at $0.58 $IREN at $6.3…↗
Feb 25
Wayne Liang — $RCAT looks pretty similar to $ONDS chart wise. Fundamentally, Ondas has signed significantly more deals than Red Cat. Regardless, I think majority of the defence sector will rally…↗
Feb 23
Wayne Liang

January 2026 · 33 mentions

Jan 31
KawzInvests 🦑 — Anduril has one rule: move fast with American-made. $PDYN (~$330M) is the only company listed in Anduril's Fury supply chain. Out of every defense contractor in America, Anduril…↗
Jan 30
Chris Ray — Market’s dumping today. Let’s do a midday check-in on the small cap drone stocks: $ONDS -5.13% $DPRO -8.25% $UMAC -8.99% $RCAT -10.85% $ONDS is holding up pretty well 😏↗
Jan 28
InvestmentGuru — My 10 Favorite Physical AI Stocks $NVDA – The backbone of AI compute powering robots, autonomy, and edge intelligence $TSLA – Full-stack autonomy, robotics, and real-world AI at…↗
Jan 28
Michael Sikand 🦑

December 2025 · 8 mentions

Dec 29
Shay Boloor — DRONES WILL BE ONE OF THE HOTTEST THEMES OF 2026 The ecosystem breaks down like this: • $UAVS drones used for farming & commercial work • $ONDS communication systems that let dron…↗
Dec 26
シバイヌおやびん（投資系VTuber） — 中国は、台湾への武器売却に関連して、米国の防衛関連企業20社と役員10名に制裁を科した。措置には、中国国内の資産凍結、中国企業との取引禁止、および対象個人の中国への入国禁止が含まれる。制裁対象の米国防衛関連企業（20社）：ノースロップ・グラマン・システムズ L3ハリス・マリティム・サービスボーイング（ミズーリ州セントルイス拠点）ギブス・アンド…↗
Dec 23
InvestmentGuru — Runners Everywhere Today — Risk Is ON The market flipped the switch to full momentum mode, with speculative growth leading across the board. Capital is clearly rotating into futu…↗
Dec 22
Shay Boloor

Jun 4

Michael Sikand 🦑 — @ParadisLabs Unsure if $RCAT is gonna be the next trending stock tbh.↗

Jun 4

BULL OF BRITAIN — Its $RCAT sorry to break it to you. lol↗

Jun 4

Midas — Top 10x Stocks for 2025 (according to subreddit r/WallStreetBets): Here you go: $RKLB ($28.67): 294 upvotes $RDDT ($178.40): 228 upvotes $BBAI ($4.44): 173 upvotes $RDW ($18.10)…↗

Jun 3

Midas — Top 25 Darkhorse Bets for 2026 (according to r/WallStreetBets): Here you go: $RKLB ($28.67): 294 upvotes $RDDT ($178.40): 228 upvotes $BBAI ($4.44): 173 upvotes $RDW ($18.10): 1…↗

Jun 3

BMSInvests — $ONDS 🚨😳 All credit to @JoelWitcombe2 for the find.. $ONDS are presenting at the “Drone Technology in Global Development” event @ the United Nations HQ👀 Organised in conjunc…↗

Jun 3

InvestmentGuru — $JFB The Hidden XTEND AI Defense & Drone Autonomy Opportunity Here’s why investors are watching this story closely 👇 THE LEGACY BUSINESS JFB Construction Holdings is a Florida-…↗

— $RDW / $RCAT: In October 2025, Redwire partnered with Red Cat, a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security. The com…

May 29

Michael | Hypermarkets — Exactly 1 month ago, I explained why these will continue to go up higher: $BE was at $120 now $322 $ASTS was at $63 now $134 $IONQ was at $28 now $72 $IREN was at $30 now $70 W…↗

May 29

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗

May 28

CK Capital — The Trump administration just confirmed it is in active talks to fund US drone companies. The Pentagon has been in discussions for months. The WSJ broke it today. $RCAT up massi…↗

May 28

NoLimit — Crazy run $RCAT +55% since this tweet 2 weeks ago https://t.co/pKkHlC6A18↗

May 28

Shay Boloor — DRONE STOCKS ARE RIPPING TODAY • $UMAC +48% • $RCAT +25% • $UAVS +21% • $ONDS +20% • $DPRO +18% • $AVAV +17% • $AIRO +16% • $KTOS +14% I called out earlier to the community that…↗

May 28

Dustin — Drone stocks popping on a WSJ report that the Trump Administration is in talks to fund U.S. drone companies $AVAV $ONDS $UMAC $RCAT $KTOS https://t.co/BaRLnxR11T↗

May 28

Jason Luongo — $RCAT - Red Cat Holdings (~$12) Won the U.S. Army's Short Range Reconnaissance Program of Record, beat Skydio. Black Widow system approved for NATO's NSPA Catalogue. Blue UAS cert…↗

May 28

Michael | Hypermarkets — President Trump is now investing billions into drones. He is replacing Chinese technology in military. Here's 7 companies with 10x-20x probabilty: 1. $ONDS — Iron Drone Raider…↗

May 28

InvestmentGuru — Key drone stocks now on watch: Defense & Tactical Drone Leaders → $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition → $KTOS — Multi-domain autonomous sys…↗

May 28

InvestmentGuru — The U.S. Drone Race Is Accelerating — And The Market Is Finally Paying Attention Reports suggest the Trump administration is advancing financing talks with multiple drone companie…↗

May 28

Dustin — IMHO - There will be a huge surge in all US drone related stocks today, similar to what we saw last week in quantum computing, w the same gov posturing. $ONDS , $AVAV , $KTOS , $AV…↗

May 28

NoLimit — Since this post 2 weeks ago: $OUST +57% $AOSL +25% $CLF +18% $RCAT +16% All four up. Average +29% in 2 weeks. See for yourself. If you want to catch the next ones early, foll…↗

May 28

BMSInvests — I told you yesterday, the rotation will be legendary. $ONDS $AVAV $KTOS $UMAC $RCAT↗

May 28

Shay Boloor — President Trump is pursuing funding deals with a group of drone companies to boost domestic production. Another signal that U.S.-made drones are becoming a national security prior…↗

May 27

BMSInvests — The rotation will be legendary. $ONDS $RCAT $UMAC $AVAV $KTOS↗

May 16

InvestmentGuru — Play to watch in Physical AI 🤖 Robotics & Automation Humanoids, service robots, warehouse bots, field robotics Core Platforms & Robotics Builders $TSLA – Optimus humanoid plat…↗

May 14

Dustin — $RCAT just announced a partnership with Kymeta to embed satellite communications into its Blue Ops Variant 7 USV for autonomous maritime https://t.co/iljZF8p9zk↗

May 3

Shay Boloor — GROWTH EARNINGS START NEXT WEEK • Monday | $PLTR, $DUOL, $GRAB, $TWST, $ON, $BWXT • Tuesday | $AMD, $DOCN, $CIFR, $PYPL, $SHOP, $CCJ, $ANET, $TEM, $ALAB, $SMCI, $NVTS, $TMDX, $JOB…↗

Apr 22

Michael Sikand 🦑 — DRONE DOMINANCE: $53.6B The future of war with affordable mass and autonomy. $AVEX, Proven Group 1-V drones $RCAT, Army contract winner $UMAC, China-free drone parts $DPRO, US ma…↗

Apr 22

Michael Sikand 🦑 — COUNTER UAS: $20.6B Stopping cheap drones from depleting multi-million dollar interceptors. $LASR, lasers that melt drones for $10/shot $AVEX, counter drone red teaming $RCAT,…↗

Apr 20

Michael Sikand 🦑 — I just put 20% of my $6,200,000 @joinautopilot fund in one stock. $AVEX is a newly IPO'd drone stock with a vast battle tested portfolio, a vertically integrated software platform…↗

Apr 20

AlmaCap — $AVEX, I'm long. >Beat Anduril on a $646M sole-source EUCOM contract. > Q1 2026 guidance is $200–208M vs Q1 2025 of $72M — that's +283% YoY. >GPS-denied navigation tested against…↗

Apr 17

Chris Ray — Drone stocks dropping as peace looks all but certain in the Middle East. Weird, since they didn’t really run when the fighting was peaking either. 🤔 $SWMR $UMAC $DPRO $RCAT $OND…↗

Apr 6

Dustin — $RCAT Red Cat Expands Blue Ops Manufacturing Capabilities Though Strategic Partnership with HADDY If you found this thread helpful: Follow me for more content. https://t.co/UEtpd…↗

Apr 2

Wayne Liang — I've made multi-millions investing in hot industries and riding these momentum trades. Last year, I publicly called out Bitcoin mining, AI/HPC, and defense - $IREN $CIFR $BITF $ON…↗

— Top 5 Drone Stocks 1. $AVAV — Category Leader The pure-play leader in military drones with battle-proven systems like Switchblade and strong Pentagon contracts. Revenue growth…

Mar 22

InvestmentGuru — Drones are no longer a niche. They are becoming core infrastructure across defense, industry, and the future of mobility. This is one of the fastest-growing Physical AI markets —…↗

Mar 20

InvestmentGuru — Where to concentrate in this market NeoCloud $IREN $CIFR $NBIS Photonics $COHR $LITE $POET $LWLG Chips $NVDA $MU $TSEM Drone + Defence $ONDS $KTOS $RCAT Robotics +Automation…↗

Mar 19

Chris Ray — RIP $RCAT 💀 Red Cat falls further than other drone names today due to disappointing earnings. https://t.co/iIO3ywi86R↗

Mar 19

Wayne Liang — Similar to $RCAT, $AMPX also has it's first PD after a 90% run - can be invalidated till close. Far above gold zone support on the Daily, and Weekly looks intact still. https://t.c…↗

Mar 19

Wayne Liang — First Pink Diamond on $RCAT - can be invalidated till close. Watch the gold zone closely! Might see a bounce off of it, but if we dip through, it'll pullback further. https://t.co/…↗

Mar 19

Dustin — $RCAT Today’s summary 1. No guidance. However BW did $26 million last Q . We can expect every Q from here on out to be better than before. Also a range between $100 - $170 million…↗

Mar 18

Wayne Liang — The $RCAT rally continues. https://t.co/dAGQeUTiyC↗

Mar 17

InvestmentGuru — MARKET LEADERS EMERGING — FOLLOW THE MONEY, NOT THE NOISE The market is clearly rotating into AI infrastructure, photonics, power, and defense — and these names are leading the mo…↗

Mar 16

Wayne Liang — I've made millions trading themes. You may lose some trades, just make sure the wins make up for it. Since I shared my list: $ONDS +3.47% $OSS +26.88% $AVAV -16.36% $KRMN +14.6%…↗

Mar 15

Wayne Liang — Many support levels around the 15-15.6 range for $RCAT. Wouldn't be surprised if we see some turbulence this week, but expecting a bounce off these levels. https://t.co/Bx3k4ezMcj↗

Mar 12

Wayne Liang — If you want to catch runners early (like $UMAC $AMPX $RCAT and others), use our indicators at https://t.co/r8G8UwUxO6 and set Blue Diamond alerts. And even if you don't want to us…↗

Mar 12

Wayne Liang — Our tracker just flagged bulls overtaking bears on $RCAT today. Interesting given it’s already been running all week. Last time we saw this, we rallied from $12 to $17… https://t.c…↗

Mar 12

Wayne Liang — $RCAT shook out the paper hands two days ago. When there's no Pink Diamond, don't sell, it'll likely recover. It went exactly as expected. https://t.co/eP4XGEEEMy↗

Mar 12

InvestmentGuru — $ZENA: Pioneering AI Drone, DaaS, and Defense Innovation $ZENA is rapidly establishing itself as a first-to-market leader in AI-powered Drone-as-a-Service (DaaS), enterprise SaaS…↗

Mar 12

InvestmentGuru — Drone Sector – One to Watch The drone industry is becoming one of the fastest-growing tech sectors and could see massive adoption in the coming months and years. Drones are no lo…↗

Mar 11

Wayne Liang — Don't usually do chart requests, but here's $RCAT using our indicator suite. Buy on Blue Diamonds. Sell on Pink Diamonds. You'd be very profitable here. Free step-by-step guide on…↗

Mar 11

Michael Sikand 🦑 — Naval mines are genuinley terrifying. They are the definition of asymmetric warfare. A few thousand dollars of explosives thrown into a critical shipping lane... And you've got…↗

Mar 10

InvestmentGuru — These are my 5 favorite sectors 1️⃣ Photonics / Optical Technology The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗

Mar 9

Black Panther Capital — $ONDS just beat guidance. Again. Q4 revenue: $29.1–$30.1M. Guidance was $27–$29M. Full year 2025: $49.7–$50.7M. Guidance was $47.6–$49.6M. They didn't just hit the number. They…↗

Mar 9

BMSInvests — $ONDS $RCAT $AMPX $UMAC $AVAV $DPRO Needham Names Top Drone Stocks to Buy as Unmanned Tech Boom Grows https://t.co/lkOIiRnQw3↗

Mar 8

Wayne Liang — Once there's war de-escalation, we'll rally. Make sure you're watching these stocks: $FLY $ASTS $RKLB $ZETA $IREN $CIFR Then the next move most people will miss: Shortly after…↗

Mar 7

InvestmentGuru — Back on January 8th, I flagged defense as one of the strongest long-term themes heading into 2026. Two months in — the thesis is playing out, and the scoreboard doesn’t lie. on an…↗

Mar 7

Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T. Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗

Mar 7

BMSInvests — $ONDS 👀 More allocation than $AVAV $RCAT $UMAC $DRH↗

Mar 6

BMSInvests — $ONDS I’m not going to lie, this is disappointing. I’m just glad we didn’t acquire Rift and only invested. They can still scale in Europe and we’ll benefit, but Wåsp obviously is…↗

Mar 6

Tradable Astronaut — $RCAT $AAOI $UAMY Were all found on the leaderboard this week!! Does it really get any better than having this information available to you?? https://t.co/bf2g2hZXW6↗

Mar 4

Michael Sikand 🦑 — $KRKNF / $PNG.V opening red today and I am adding. The sell off is mild and shows investors overall LIKE this Covelya deal. And they should. Kraken diluted shareholders by ~20…↗

Mar 4

Dustin — $ONDS they want to hold this price down while you all jump to $RCAT. Then they drop RCAT and have you chasing ONDS😂 it’s all retail mind games perfected with machines that will ta…↗

Mar 4

Tradable Astronaut — 🚨Leaderboard for the day🚨 Top 5 Strongest: $AAOI $ACLX $LWLG $YOU $AEHR Top 5 Weakest: $EOSE $MKND $RUN $GRAL $SHLS Newly added to Strongest: $APA $PBF $RCAT $REI $RELY $USO…↗

Mar 3

Tradable Astronaut — $RCAT nice 5% pop from the open Hope that helped! https://t.co/nFyheXcpd7↗

Mar 3

Tradable Astronaut — $RCAT in a sea of red .... https://t.co/15YYoBkTWI↗

Mar 3

Midas — Highest shorted drone stocks: $ONDS 37% $RCAT 20% $DPRO 18% $AMPX 15% $UMAC 15% Which one are you bullish on?↗

Mar 2

Tradable Astronaut — Top 10 accelerating & decelerating stocks today Note: this is different from our leaderboard Top 5 accelerating: $ONDS $RCAT $GCT $VELO $DELL Top 5 decelerating: $RUN $CRWV $…↗

Mar 2

Dustin — $RCAT Allen Control Systems Joins Red Cat Futures Initiative to Advance Autonomous Counter-Drone and Precision Defense Capabilities. https://t.co/qV8GYXi4lb↗

Mar 2

Shay Boloor — DRONE NAMES ARE RIPPING TODAY • $RCAT +19% • $AVAV +17% • $ONDS +14% • $UAVS +14% • $DPRO +12% • $UMAC +10% • $KTOS +8% • $AIRO +8%↗

Mar 2

Chris Ray — 🚨 DRONE STOCKS GOING CRAZY $AVAV $ONDS $UMAC $RCAT $DPRO https://t.co/f5ky2YhWFz↗

Mar 2

Jason Luongo — The U.S. just used drones to help take out Iran's supreme leader. If you don't have drone exposure in your portfolio yet, here's your watchlist. DEFENSE $AVAV - Tactical combat d…↗

Mar 2

Chris Ray — Drone stocks continuing to show significant strength compared to the rest of the market 2 hours before the opening bell this morning. 👀 $AVAV $ONDS $UMAC $RCAT $DPRO https://t.co…↗

Mar 2

BMSInvests — Defence and drone stocks ripping in the overnight market🚀🟢 $ONDS $NOC $LMT $KTOS $DPRO $RCAT $UMAC $UAVS https://t.co/j70zC1RTDp↗

Mar 2

Tigris 会讲课教授是好老师 — 无人机股票涨也有涨的道理。 $AVAV $ONDS $UMAC $RCAT $DPRO 最感谢伊朗和俄乌战争，美国这次攻击主力第一波打雷达，就是无人机。copy伊朗技术逆向开发升级。抄袭不可耻，关键看谁用。无人机肯定是未来战争核心，几万块钱一架和百万以上导弹比，组网蜂群，带卫星链路，协同饱和攻击，自动定向。 https://t.co/U3wm17vsL…↗

Mar 2

Dustin — $ONDS $RCAT Surge Overnight After US-Israel Strikes On Iran: Traders Speculate Heavily On Drone Stocks Exposure A Reuters report noted that the U.S. military said it used suicide…↗

Mar 2

Midas — Drone stocks open BIG in overnight markets $AVAV $ONDS $UMAC $RCAT $DPRO https://t.co/A2TxX3kIiG↗

Mar 2

Dustin — $RCAT $ONDS $UAVS $DPRO All I've heard about all weekend is drones and oil. Going to be a lot of people looking for drone plays at open. Here’s my drone playbook for 2026 1) if…↗

Mar 2

Wayne Liang — As promised, here's my watchlist of Defense related tickers. I highly suggest keeping an eye on them tomorrow: $ONDS $OSS $AVAV $KRMN $RCAT $UMAC $KRKNF $KTOS The US/Israel-Iran…↗

Mar 2

Chris Ray — Drone stocks open HUGE in overnight trading 🤯 $AVAV $ONDS $UMAC $RCAT $DPRO https://t.co/iE2jOstfdB↗

Mar 1

Shay Boloor — Claude reportedly helped the Pentagon identify targets in both the Maduro Venezuela raid and the Khamenei Iran strike. The real shift is that intelligence is becoming AI-driven wh…↗

Mar 1

Wayne Liang — And where will the US get it from? $ONDS $RCAT $KRMN $AVAV And many more. I'll share my watchlist of Defense-related tickers soon, as well as Oil companies that could see a surge…↗

— 5 Solid Small/Mid Cap Opportunities: $ONDS - Autonomous systems, defense and drone technologies, and private wireless networks. $IREN - Renewable-powered next-generation data cen…

Feb 23

Wayne Liang — I remain bullish on defence, oil, and energy sectors with all the tension building up overseas. Doesn't mean there won't be pullbacks, just means they should recover fast and rally…↗

Feb 23

Jason Luongo — If we go to war with Iran, these are the stocks you will want to keep an eye on: Defense primes: $LMT, $RTX, $NOC, $GD, $LHX, $HWM Drones and autonomous systems: $ONDS, $AVAV, $K…↗

Feb 19

TheValueist — Eyes on drones if the US invades Iran. $KTOS $AVAV $RCAT $DPRO↗

Feb 19

Wayne Liang — As the US & Middle East tension continues to grow, I expect the Defence theme to continue its run. $ONDS $RCAT $OSS $KRMN $AVAV and more. Yesterday was just a taste of what's…↗

Feb 18

TheValueist — My Drone Tracker updated. $KTOS $AVAV $RCAT $DPRO https://t.co/XfdyEWwcn1↗

Feb 18

Wayne Liang — This is only the beginning. $ONDS $KRMN $RCAT $UMAC $KTOS And more. https://t.co/Tm52es2sjQ↗

Feb 15

Jason Luongo — 6 stocks building the future of defense: 1. $ONDS - Autonomous drone systems. $180M 2026 guidance. Backlog up 180%. 2. $KTOS - Unmanned combat aircraft and hypersonics. Up 72% YTD…↗

Feb 11

Jason Luongo — Stocks to watch in 2026: AI Infrastructure: $IREN, $CIFR, $NBIS Defense & Drones: $ONDS, $AVAV, $RCAT Space: $RKLB, $ASTS, $PL Energy & Power: $EOSE, $VG, $BE, $OKLO Solar: $TE, $…↗

Feb 8

Serenity — @belcore922 난 안 할래 ㅋㅋㅋ! 피자를 그렇게 많이는 못 먹어. 그 맛있는 걸 남겨서 버리면 너무 아깝잖아. 근데 시장이 워낙 알고리즘 위주로 돌아가다 보니, 그냥 어떤 관종(troll)이 피자를 왕창 주문했다고 해서 $PLTR 이나 $RCAT 같은 주가가 실제로 움직일 수 있다는 게 참 웃기네↗

Feb 6

Gaetano — It's crazy how much price could change sentiment Did anyone end up buying over the last couple days? If so, what did you pick up? I ended up taking some drone plays that I've n…↗

— It's 11 PM and I'm STILL geeking on this new Anduril proxy $LTRX $KRKNF has monopolized the battery layer for subsea drones. $LTRX has monopolized edge compute for aerial ones.…

Jan 28

KawzInvests 🦑 — @YoYInvestor $ONDS trades at 100x sales. $LTRX trades at 2.3x. That’s a 40-50x multiple gap. $LTRX generates more revenue (~$118M TTM) than $ONDS, $RCAT, and $OSS combined. If $ON…↗

Jan 28

Jan 27

Michael Sikand 🦑 — $LTRX - this $270M chip company secretly powers the eye of Anduril’s drones. As well as for $ONDS and $RCAT. When @kawzinvests brought this one to me, I was gobsmacked. I helped…↗

Jan 27

KawzInvests 🦑 — $LTRX - The Hidden Anduril/ONDAS Play Trading at a Fraction of Comps The Anduril supply chain keeps expanding. Here's one nobody's talking about. Lantronix just dropped a partner…↗

Jan 26

Chris Ray — Small cap drone stocks getting HAMMERED today. Getting hit across the board, no one news story unique to any one of them causing the decline. $ONDS holding up pretty well when you…↗

Jan 24

Serenity — @B38B37 No problem! There's a lot of drone sector stocks like $RCAT, $PDYN too that should be thematically bullish. There's just too many stocks to look at and I try not to commen…↗

Jan 23

Jan 23

InvestmentGuru — This is where the money is going in this market Rare Earths / Strategic Metals $CRML $TMC $USAR $MP Defense & National Security $SKYT $KTOS $KRMN $AMTM AI Infrastructure & Co…↗

Jan 21

Shay Boloor — THE HUMANOID ROBOT LANDSCAPE IN 2026 1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robo…↗

Jan 16

Serenity — @xdFakelove So while I like $PDYN since they fill in the gaps with smaller companies like $RCAT and $DPRO. They have no role here. I'm focused on robotics scale-up with Boston Dy…↗

Jan 15

InvestmentGuru — Defense and aerospace stocks to watch - Control / Decision Software (The Brain): This is where wars are increasingly decided. Data fusion, AI-driven decision-making, and battlefie…↗

Jan 14

Serenity — @grigory_azaryan Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cas…↗

Jan 14

InvestmentGuru — Drone is still strong sector $ONDS $UAVS $KTOS $RCAT↗

Jan 13

Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES • Grid & Power | $EOSE, $BE, $NVTS • AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV • Space Economy | $ASTS, $RKLB, $PL, $…↗

Jan 12

Shay Boloor — GLOBAL DEFENSE CHEAT SHEET Defense is about drones, software, communications & the industrial base that makes them scale with these companies enabling that shift: Drones • $ONDS…↗

Jan 11

InvestmentGuru — Notable names across the ecosystem: •Defense & military drones: $KTOS, $AVAV, $NOC, $RCAT, $AIRO •eVTOL & air mobility: $JOBY, $ACHR, $EH, $EVEX, $LILM •Industrial & commercial dr…↗

Jan 9

TheValueist — $RCAT Red Cat Holdings: Scaling Defense Drones, Operational Governance, and Investment Thesis.↗

Jan 9

InvestmentGuru — Defense remains one of the strongest long-term themes as global spending rises across drones, electronics, aerospace, and AI-driven warfare. From high-growth drone plays like $ONDS…↗

Jan 9

InvestmentGuru — 𝗗𝗿𝗼𝗻𝗲𝘀 are strong today. $ONDS $RCAT $DPRO $UMAC $PRZO↗

Jan 8

Mike Investing — These 7 picks will be directly benefitted from the $1.5T 2027 U.S. defense budget: 1. $ONDS ~ Provides the secure, jam resistant communication backbone for drone operations. 2. $P…↗

Jan 8

Shay Boloor — 10 WAYS TO CAPTURE A $1.5T U.S. DEFENSE BUDGET IN 2027 1. $PLTR powers command, control & real-time decision-making by fusing data into actionable battlefield intelligence. 2. $O…↗

Jan 8

TheValueist — $KTOS $AVAV $RCAT $DPRO Drones gapping up pre on US mil spending. Dow Jones) -- 1033 GMT - U.S. defense stocks surge premarket after President Trump called for a 50% increase in…↗

Jan 7

Midas — Trump will not allow dividend buybacks for defence companies. $ONDS $PLTR $RCAT $BBAI https://t.co/QzRX7p0W2i↗

Jan 7

InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲 Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗

Jan 4

Chris Ray — As popular as it may seem here on X, many people still ask me what my $ONDS thesis is. So here it is. My comprehensive thesis for Ondas Inc. 👇 Ondas is one of my favorite kinds…↗

Jan 3

Midas — US has captured Venezuela. Everyone is asking the same question: how do you profit off of this news? Here are 5 stocks that will benefit the most: $PLTR $ONDS $RCAT $BBAI $K…↗

Jan 2

Chris Ray — @midascabal $ONDS is still the best choice in my opinion and will likely run to $75+ by 2030, imo. $KTOS isn’t a drone stock in the sense that it operates in the “lower skies” mar…↗

Jan 2

Midas — What’s the best drone stock that has not run up like $ONDS? $DPRO $UMAC $RCAT $KTOS etc↗

Jan 1

Midas — Like if $ONDS > $RCAT. - Midas↗

— The FCC is restricting new foreign-made drone models on national security grounds. That shifts future drone adoption toward U.S.-controlled stacks across hardware, software & supp…

Dec 22

Midas — How would you rank these drone stocks (1 is best - 5 is worst)? $ACHR $ONDS $RCAT $DPRO $UMAC↗

Dec 20

Shay Boloor — MY DRONE WATCHLIST • $ONDS is about connectivity • $TDY is about sensing & targeting • $PLTR is about command, control & decision-making • $UMAC is about fleet orchestration & s…↗

Dec 20

Shay Boloor — 10 WAYS TO PLAY AMERICAN DRONE DOMINANCE ENTERING 2026 1. $ONDS builds the secure communication networks drones rely on to transmit video, data & commands without being jammed or…↗

Dec 17

InvestmentGuru — $ZENA continues to hold its levels, showing stable price action while the broader AI drone & DaaS sector builds out long-term narratives. This type of consolidation is constructive…↗