Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
u/BubblyObject5665
3 theses · first seen May 21, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 3 | 3 | 2 | 67% | +16.7% | +0.7% |
| 3d | 3 | 3 | 2 | 67% | +26.2% | +10.4% |
| 1w | 3 | 3 | 1 | 33% | +10.5% | -5.8% |
| 1m | 3 | 3 | 2 | 67% | +7.2% | +1.4% |
| 3m | 1 | 1 | 1 | 100% | +70.2% | +70.2% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
$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 $14.84·Now $8.91-40.0% since postedas of Aug 24, 1:28 PM ET
1d+0.7%
3d-0.7%
1w-16.0%
1m-28.9%
3m—
6m—
1y—
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 $18.83·Now $24.92+32.3% since postedas of Aug 24, 1:28 PM ET
1d+57.2%
3d+68.8%
1w+53.3%
1m+1.4%
3m—
6m—
1y—
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 $15.34·Now $24.92+62.5% since postedas of Aug 24, 1:28 PM ET
1d-8.0%
3d+10.4%
1w-5.8%
1m+49.0%
3m+70.2%
6m—
1y—