| Date | Tweet |
|---|
| 2026-03-26 | If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ).
I still believe fundamental… → · 879 likes · 155,071 views |
| 2026-03-26 | Sorry to hear, drone stocks like $AVAV and $DPRO were my biggest losers and I lost solid 6 fig on that.
I posted earlier I cut my losses on them since Greenland peace deal, $AVAV recently on the Scar program loss.
And rotated to photonics.
The Iran war tended to be a lot of the larger military … → · 36 likes · 11,151 views |
| 2026-03-25 | @bennybigbull Nope, sold for solid 6 figure loss on $AVAV and rotated to photonics. → · 56 likes · 164,148 views |
| 2026-02-21 | Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year
> Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up
> Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2026-01-20 | I mean this is the $CRDO Amazon wire incident equivalent. But in the Defense sector.
Be $AVAV:
-> Renegotiates contract from R&D type to long term volume contract.
-> Media: "Oh no the fancy Scar program got halted"
-> Sells off 17% for no reason.
up to you though, I personally added since I t… → · 9 likes · 3,903 views |
| 2026-01-20 | @victor_privin $AVAV secured $1.4B+ in contracts in the past 4 months.
This is a contract renegotiation (possibly better long term).
OTA agreements a lot of times is for prototyping and R&D. Moving to an FFP contract = locking in price for volume.
Completely misunderstood → · 9 likes · 2,926 views |
| 2026-01-20 | I’ve added to my $AVAV positions on the 16% dip.
Markets made a mistake with regarding the Scar program news.
- Markets thought SCAR program was canceled hence 15%+ selloff.
- It’s not. In the 8-K regulatory filings they said they would “continue providing capabilities and products for the SCAR p… → · 206 likes · 60,621 views |
| 2026-01-20 | @__visionxry__ IMO $AVAV is a great dip buy on the 15% drop.
Main revenue is $1B+ switchblade replicator.
Markets are trolling if they’re panicking over a $175m contract that’s getting renegotiated. → · 14 likes · 3,630 views |
| 2026-01-20 | I’ve initiated small positions in $DPRO ($240m).
This is an end-to-end war drone contractor and Draganfly looks like the $RKLB to Ondas.
$ONDS went from ($.51 -> $15, 13x) and was looking for an equivalent.
Here’s what markets (and myself missed).
Draganfly is a vertically integrated defens… → · 677 likes · 287,027 views |
| 2026-01-20 | There's a lot of panic about a potential market crash from
$OSS -6.1% to $ONDS -4.85% dropping ON.
But now, Trump is already starting to de-escalate as markets go red.
From the history of Trump's tariffs
We know one thing.
Trump cares too much about the market:
$1.5T in proposed defense spen… → · 328 likes · 97,879 views |
| 2026-01-19 | $AVAV definitely. It’s the gold standard and is already part of replicator. (So already successful alongside $KTOS)
$AIRO is for counter UAV replicator, highest potential for lowest downside risk.
I’ll do a write up on $DPRO later but it reminds me of early stage $RKLB, very speculative upside. → · 27 likes · 7,508 views |
| 2026-01-19 | Personally speaking, I feel like $ONDS is richly priced compared to other drone companies.
I have $AVAV, $DPRO, $KTOS, and $AIRO for drone exposure.
(Just going off the top of my head, dont take this too literally) Fwd EV/revenue multiples was ~28s+ now for Ondas. Even AVAV was 8-9 and they were… → · 57 likes · 16,829 views |
| 2026-01-19 | US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off the situation:
Tier 1: Supply Chains
This is a dispute with NATO Allies. This threatens supply chains.
Many US defen… → · 600 likes · 269,001 views |