u/BubblyObject5665

3 theses · first seen May 21, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d33267%+16.7%+0.7%
3d33267%+26.2%+10.4%
1w33133%+10.5%-5.8%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$RCATDDbullish
u/BubblyObject5665 · 9d ago2 prior · awaiting results

$RCAT is the big boy for Drones

RedCat holds a major drone contract (SRR) near full rate production and will supply UMAC, which has Trump administration ties. The company has $200M+ cash, recently acquired a battle-proven USV in production, and benefits from growing geopolitical demand for drone technology and defense systems.

At post $14.84Now $10.90-26.6% since postedas of Jun 10, 4:08 PM ET
1d+0.7%
3d-0.7%
1w-16.0%
1m
3m
6m
1y
original post →
$UMACYOLObullish
u/BubblyObject5665 · 14d ago2 prior · awaiting results

Top Drone Manufacturer $UMAC

Unusual Machines (UMAC) is in talks with the Trump Administration for drone company funding. The poster recommends the stock based on this potential government contract opportunity.

At post $18.83Now $22.86+21.4% since postedas of Jun 10, 4:08 PM ET
1d+57.2%
3d+68.8%
1w+53.3%
1m
3m
6m
1y
original post →
$UMACDDbullish
u/BubblyObject5665 · 30d ago2 prior · awaiting results

The Top Drone Manufacturer $UMAC

UMAC is positioned as the primary beneficiary of US government shift away from Chinese drones, with recent acquisition of Upgrade Energy for battery manufacturing, $75M materials purchase signaling production ramp, and vertical integration across goggles, e-commerce, and batteries. NDAA-compliant status, defense contract wins, and 40% upward EPS revisions ahead of earnings provide multiple catalysts.

At post $15.34Now $22.86+49.0% since postedas of Jun 10, 4:08 PM ET
1d-8.0%
3d+10.4%
1w-5.8%
1m
3m
6m
1y
original post →

End of results.