Beyond 13F — activists, insiders, politicians & research
Bullish · 2 mention(s), 1 personal-position post(s) · first 2026-01-24 · last 2026-08-14
“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 comment if I didn't do enough research into them yet.
$OSS should be interesting going forward with War sector tailwinds” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-08-14T08:30:20 | Donald Trump signs a proclamation to strengthen US supply chains for drones.
Benefiting U.S. drone component suppliers like $UMAC to UAS manufacturers like $ONDS + $RCAT.
TLDR, 100% tariffs on:
- UAS docking stations + certain critical components
- certain parts for >25 kg drones
- Drones >25 kg… → · 1333 likes · 329,378 views |
| 2026-01-24 | 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 comment if I didn't do enough research into them yet.
$OSS should be interesting going forward with War sector tailwinds → · 23 likes · 6,732 views |
| Report | Date | Stance |
|---|
| #100 — The New WFH (War From Home): Missile Defense, Counter-UAS, Electronic Warfare, and Surveillance | 2025-06-23 | LONG |