u/BubblyObject5665

3 theses · first seen May 21, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d22150%+24.6%+24.6%
3d111100%+10.4%+10.4%
1w1100%-5.8%-5.8%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only.

Thesis history

$XTIADDbullish
u/BubblyObject5665 · 5h ago

$XTIA is the next drone play

XTIA is significantly undervalued relative to its projected $160M+ 2026 revenue guidance and 30% YoY growth. The company's pivot to pure-play drone and aerospace (shedding non-core Inpixon business) positions it to benefit from U.S. defense spending on NDAA-compliant UAS, with positive operating cash flow expected in Q3 2026 signaling an end to cash burn concerns.

1d
3d
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3m
6m
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original post →
$UMACYOLObullish
u/BubblyObject5665 · 44h ago

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.

1d+57.2%
3d
1w
1m
3m
6m
1y
original post →
$UMACDDbullish
u/BubblyObject5665 · 18d ago

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.

1d-8.0%
3d+10.4%
1w-5.8%
1m
3m
6m
1y
original post →

End of results.