Unusual Machines. Every tracked FinTwit mention of $UMAC, newest first. 112 mentions since the first on Sep 15, 2025. See the price chart.
July 2026 · 4 mentions
Jul 16
Midas — Using @asymmetrix_xyz which tracks Insider portfolio's in real time, that company is $UMAC.
$UMAC makes FPV drones and drone parts for commercial and military use.
If this help…↗
Jul 9
Midas — 5) $UMAC
They're not a drone maker.
They're the supply chain.
Motors. FPV systems. Flight controllers that replace banned Chinese parts.
The picks and shovels of drone manufac…↗
Jul 6
Midas — Using @asymmetrix_xyz which tracks Insider portfolio's in real time, that company is $UMC
$UMAC makes FPV drones and drone parts for commercial and military use.
Everything is…↗
Jul 2
BMSInvests — @Bwolf_Invests Potentially mate! I haven’t seen anything though but the investments all round seem to lead to a bigger picture of a full layered US ecosystems of $KOPN $LPTH $UMAC…↗
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 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 30
BMSInvests — @Jam_Vici Great move for $UMAC too! Smaller float and market cap, and they were directly mentioned in the WSJ article, so a more explosive move was expected.
You got a position?↗
BMSInvests — 🚨 UPDATE: $ONDS Unrealised Profit/Losses from Recent Investments as of 22/04/2026:
$SPAI (Safe Pro Group)
Shares: 3,000,000
Cost basis: $6.00 → $18,000,000
Current price: ~$4.…↗
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…
March 2026 · 24 mentions
Mar 26
BMSInvests — $ONDS
Iron Drone Raider has a new direct competitor for net-capture interceptor drones.
XTEND are to go public soon, being backed by Eric Trump & $UMAC.
Parazero $PRZO also…↗
Mar 23
BMSInvests — 🧵💭 One question that keeps popping up is: "How does $ONDS compare to its competitors?"
Well, let me break it down for you..in terms of the top-level business, Ondas has zero co…↗
BMSInvests — @AktienAkademie Ondas have partnered with $UMAC on a couple investments, and are both partnered with Orqa FPV who are trying to solve the same issue.↗
Feb 20
Chris Ray — $SPAI has been awarded a $1 million subcontract agreement to supply AI-powered edge processing systems to the U.S. Government.
The internal development and low-rate initial produc…↗
Feb 18
Wayne Liang — This is only the beginning.
$ONDS
$KRMN
$RCAT
$UMAC
$KTOS
And more. https://t.co/Tm52es2sjQ↗
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 29
BMSInvests — $ONDS x $UMAC x $LPTH x $KOPN
Made-in-America dream team👊🏻 https://t.co/2mumqGu5bT↗
Jan 28
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
Jan 27
Black Panther Capital — I recently added $RR, $RDW and $SATL to my watchlist.
$RR up 38% today.
$RDW up 30% today.
$SATL up 19% today.
My current watchlist:
$RR
$RDW
$SATL
$KOPN
$LPTH
$PATH
$LASR
$UMAC…
December 2025 · 7 mentions
Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
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 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…↗
Leveraged Cat — Wow great/lucky timing, glad I loaded the bag on Friday
Strategic investment in $LPTH announced this AM from $ONDS $UMAC, likely behind the huge move
Hard to get in +20% but thes…↗
— Nice bounce on the markets so far today
Noticable strength in $IWM and especially space and defense which seems hopeful for a bounce in $EOS.AX tonight
$ONDS $ITA $RKLB $ASTS $AV…
— Holy - look at this.
On May 26th, someone opened nearly 5,000 contracts of the drone maker Unusual Machines, $UMAC, $20 calls expiring 7/17/2026.
Then literally YESTERDAY, the Pe…
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 28
BMSInvests — @squig1987 Rising tides lift all ships as they say, eyes and capital are rotating back to the drone sector.
Powerus will be there, unsure on $ONDS right now as I think they’ll go…↗
May 28
PhotonBull — Taps sign
Hope you listened
$ONDS $UMAC $AVAV $KTOS
Not a bad day for EU/US defense stocks
Let's see what Australia brings tonight for $EOS.AX↗
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 — $UMAC - Unusual Machines (~$24)
Drone components supplier directly named in the WSJ report as a potential Pentagon funding recipient. Trump Jr. is a shareholder and advisory board…↗
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
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 — @fundmyfund What are your drone plays atm bro?
Just $UMAC & $ONDS?↗
May 27
BMSInvests — The rotation will be legendary.
$ONDS $RCAT $UMAC $AVAV $KTOS↗
May 26
Antonio Costa — $UMAC Bullish options flow https://t.co/yt3N8pyOl3↗
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 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $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 14
Michael Sikand 🦑 — This $EOS.AX thesis has me buzzing.
@OptimusDelta was an exec at two public defense co's for 20 years.
Now he's full-time trading niche defense stocks and sharing it for free.
H…↗
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…↗
— $ONDS was named a strategic investor in $UMAC $150M public offering priced at $17 per share.
Unusual Machines makes key drone components for the U.S. supply chain reinforcing Onda…
Chris Ray — 🚨 $ONDS has participated in the $150 million $UMAC offering announced yesterday.
That means if you own $ONDS, you now own some $UMAC too… 👀
https://t.co/91fr27R16u https://t.co…↗
Mar 20
BMSInvests — $ONDS
🚨👀 $ONDS have now strategically invested into $UMAC, expanding their existing relationship👊🏻
https://t.co/cSAEjTW9XV↗
Mar 20
BMSInvests — 🚨👀 $ONDS have now strategically invested into $UMAC, expanding their existing relationship👊🏻↗
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 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 — $UMAC has been rocketing since our Blue Diamond entry around $12. It's rare to get 3 BDs aligned like that... now you know why.
Will share the next ticker that gets 3 BDs aligned.…↗
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 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 3
Midas — Highest shorted drone stocks:
$ONDS 37%
$RCAT 20%
$DPRO 18%
$AMPX 15%
$UMAC 15%
Which one are you bullish on?↗
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↗
Midas — Drone stocks open BIG in overnight markets
$AVAV $ONDS $UMAC $RCAT $DPRO https://t.co/A2TxX3kIiG↗
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…↗
Gaetano — @policanna Here you go! Will do a full write up on them soon
Is $LPTH about to become too important to ignore?
Thermal imaging is now mission-critical in modern warfare. Drones.…↗
Gaetano — Is $LPTH about to become too important to ignore?
Thermal imaging is now mission-critical in modern warfare. Drones. Counter-UAS. Ship defense. Missile seekers.
The weak link has…↗
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 25
Black Panther Capital — 👀 Most mentioned asymmetric investments at the moment:
Energy:
$TE
$BE
$EOSE
Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET
B2C SaaS Provider:
$SOFI
$HIMS
$OPEN
Datacenter:
$I…↗
Jan 25
Black Panther Capital — 🔖 Bookmark this!
Simple way to start of your research:
1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analy…↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 23
Black Panther Capital — I’ve been asked a lot lately what I’m looking at right now.
So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”.
My goal for this portfolio is to conv…↗
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 22
Jason Luongo — @thestockwhale I currently own $DPRO and potentially looking to take a starter in $UMAC↗
Jan 21
BMSInvests — Two $ONDS partners🤝🏻
🇺🇸 $UMAC x $TAKOF 🇨🇦 https://t.co/MWSSWMuath↗
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 20
mon — The three stocks I've added to my Short-Term portfolio last week:
$IBRX +31.9%
$LPTH +7.9%
$KOPN -4.2%
Currently researching all three stocks.
Watching:
$UMAC 👀↗
Serenity — $LPTH isn't just important.
Lighpath is a critical point of failure for the US Dpt of War.
"Germanium" is the AI's InP for Lockheed Stinger Missiles and Anduril Ghost / $ONDS D…↗
Jan 16
BMSInvests — $ONDS, $UMAC, Nexus & Orqa🤔💭 https://t.co/QBS3aFLVtL↗
Jan 15
Midas — The next $ONDS is $KOPN.
$ONDS and $UMAC both participated in a $41 million private placement investment in $KOPN on Sept 29.
I'm seeing a similar narrative with $OSS, $LPTH, e…↗
Chris Ray — Micro cap defense tech names are HOT right now.
At the moment $LPTH is on everyone’s radar.
Just a reminder that $ONDS and $UMAC each bought 800,000 shares of $LPTH at $5/share b…↗
Jan 14
Serenity — I've initiated positions in $LPTH ($621M).
Lightpath is incredible.
Every modern thermal weapon (Missiles, Drones) requires Germanium glass, which China owns (70%)
LPTH is the o…↗
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 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…↗
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
Serenity — @LibertadEterno I’ve been riding $AVAV and $UMAC. Not every one deserves a post though, the ones above were my favorites.↗
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 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
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
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↗
— 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…
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…↗