u/Interesting_Dingo194

1 thesis · first seen Jul 6, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AVAVDDbullish
u/Interesting_Dingo194 · 7h agono track record yet
Long AVAV

$AVAV — Thing That Actually Shoots Down Other Things

AVAV beat Q4 FY26 revenue (133% YoY) and secured a $500M Army contract for Titan RF counter-UAS through 2029. Strong book-to-bill of 1.4x and insider buying ahead of July 8 Investor Day signal additional upside catalysts; author is running 2x leveraged long position betting on gap-up move.

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original post →

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