Drones, avionics and urban air-mobility group
“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 fundamentally companies like $AIRO, $LPTH and others are extremely solid long term. ( $AIRO is still up ~15%, b…” post →
| 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 |
| 2026-02-21 | 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 | Thanks for calling me out on that. A lot of people messaged me privately that posting a thesis during after-hours/overnight would make things a lot worse due to lack of liquidity. So I end up posting my thought process during market hours instead. I have no control over how markets price in inf… → · 36 likes · 2,427 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 | @platochi @bennybigbull $ONDS is richly priced compared to other drone companies like $AIRO (28 vs 2.5 p/s) Standalone it’s a justified pick, is what I’m trying to say. → · 6 likes · 7,528 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 |
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