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%
1m33267%+7.2%+1.4%
3m33267%+18.9%+29.3%
6m000———
1y000———

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

Thesis history

$RCATr/wallstreetbetsDDbullish
u/BubblyObject5665 · 140d ago2 prior · 67% at 3mo

$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 $5.19-65.1% since postedas of Oct 13, 12:31 PM ET
1d+0.7%
3d-0.7%
1w-16.0%
1m-28.9%
3m-42.8%
6m—
1y—
original post →
$UMACr/wallstreetbetsYOLObullish
u/BubblyObject5665 · 145d ago2 prior · 67% at 3mo

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 $22.50+19.5% since postedas of Oct 1, 12:31 PM ET
1d+57.2%
3d+68.8%
1w+53.3%
1m+1.4%
3m+29.3%
6m—
1y—
original post →
$UMACr/wallstreetbetsDDbullish
u/BubblyObject5665 · 161d ago2 prior · 67% at 3mo

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 $22.50+46.6% since postedas of Oct 1, 12:31 PM ET
1d-8.0%
3d+10.4%
1w-5.8%
1m+49.0%
3m+70.2%
6m—
1y—
original post →

End of results.