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-…↗
May 2026 · 21 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…↗
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 · 23 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 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…
February 2026 · 6 mentions
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 — 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…
January 2026 · 6 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 28
Michael Sikand 🦑 — 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…↗
— $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…
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↗
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 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…↗
Wayne Liang — The $RCAT rally continues. https://t.co/dAGQeUTiyC↗
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 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 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
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 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 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
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
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 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…↗
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
Wayne Liang — This is only the beginning.
$ONDS
$KRMN
$RCAT
$UMAC
$KTOS
And more. https://t.co/Tm52es2sjQ↗
— $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…
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 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…↗