Higgins Datchy

@richardseiler Ahh finally something to cheer about

Still working hard to make a clean break but $INJ is green in a sea of red today

@PolitlcsUK Seriously WTF

🚨 NEW: Mohammed Fahir Amaaz and Muhammad Amaad have been cleared over the alleged assault of a male police officer at Manchester Airport Two juries failed to reach a verdict and no further trial will take place

@InesBetancur1 Was that a pig I just saw fly past?

😳 Un monje budista demuestra lo que significa estar plenamente presente en el momento. Escala una enorme roca vertical sin más apoyo que sus piernas. Exhibe equilibrio, concentración y atención. El poder de la meditación reside en su entrenamiento para estar presente en todo lo que sucede dentro y fuera de él.

@randgroup Crazy theory: Large scale Bitcoin miners ditch mining $BTC to provide power for the se large data canters?

Microsoft has $80 billion in Azure orders it can't fill. Not for lack of demand. For lack of power.

Who had one of these?

@pookiepolls Margate beach

Ok. Now I am testing you. Who knows where this is?

@Netanyahu_News Fake news dipshits

🚨 Breaking News: THE RED LINE HAVE BEEN CROSSED An hour ago, Israel and the United States launched heavy airstrikes on a vital Iranian oil tanker, completely destroying it. Tensions have now reached a point of no return.

@randgroup Time to stack more for next time.... oh shit, they gonna add to the $39T debt

🇺🇸 The US spent two years carefully refilling the Strategic Petroleum Reserve barrel by barrel after the 2022 drawdown. Took 12 months to add 15,000 barrels. Then the Strait of Hormuz closed and they drained the whole thing in 8 weeks.

@randgroup $RKLB stuttering a little, but still expect big things, also dont ignore these, thank me later

🇺🇸 The Pentagon is reportedly negotiating to take direct equity stakes in US drone companies. Not contracts. Actual government ownership. I researched 16 public companies that will directly benefit from this massive move, so you don’t have to. Bookmark it and let's dive in 🧵 🕹️ SMALL UAS & FPV The frontline layer. Small, cheap, expendable drones that changed the way wars are fought. Ukraine proved the concept. Now every military on Earth is scrambling to buy them. $RCAT Red Cat Holdings This might be the most explosive growth story in the entire drone sector right now. Revenue grew 849% year over year in Q1 2026. Secured a $35M U.S. Army contract for its Black Widow reconnaissance drone. Just won a competitive deal to deliver 173 systems to Japan's Ground Self Defense Force. Also shipping to NATO allies and multiple Asia Pacific partners. Participating in the $1B Drone Dominance Program. Expanding beyond air into unmanned surface vessels through its Blue Ops unit. The contract velocity here tells you something real is happening. $UMAC Unusual Machines Consumer and military FPV drones and components. Makes Fat Shark goggles and FPV flight controllers. Jumped 57% in a single day on the Pentagon equity stakes news. The hype is real but so is the caution: this is still an $11M revenue company trading on narrative momentum. Supplies components to Red Cat's FANG drone program. If the government truly starts taking ownership stakes in American drone makers, UMAC is exactly the kind of small pure play that gets swept up in the wave. High risk, high potential. $AVEX Aevex Aerospace IPO'd April 2026 and nearly doubled from its $20 offer price within days. Backed by private equity. Goldman Sachs initiated at buy. Strong profit margins and cash flow, which is rare in this space. Focused on ISR drone services for defense customers. One of the few profitable drone companies going public right now. 🎯 TACTICAL & ISR Bigger, more sophisticated systems. Loitering munitions. Battlefield intelligence. These are the drones that militaries actually deploy at scale. $AVAV AeroVironment The institutional grade drone stock. After the BlueHalo acquisition, trailing revenue surpassed $1.6B. Funded backlog at $1.1B. Makes the Switchblade family of loitering munitions that became famous in Ukraine. The 300 handles personnel, the 600 destroys armor. This is the name that real money flows into when it rotates into the drone theme. When UMAC jumped 57% on the Pentagon news, AVAV only moved 8%. That gap is where the institutional opportunity lives. The boring choice in defense investing usually wins. $AIRO Airobotics Focused on autonomous drone operations for defense and security applications. Part of the broader push toward fully autonomous ISR platforms that don't require a human operator in the loop. Secured a $20M order for autonomous border security. Early but the autonomous angle is the direction the entire sector is heading. $UAVS AgEagle Aerial Systems Drone solutions spanning hardware, software, and sensors for commercial and government applications. Provides imaging and analytics capabilities. Smaller player in a sector that's consolidating fast, which could make it an acquisition target as the primes look to bolt on capabilities. 🤖 AUTONOMY & COUNTER UAS The software and AI layer. Autonomous flight, swarm coordination, and the increasingly critical mission of shooting down enemy drones. Counter UAS is becoming as important as the drones themselves. $ONDS Ondas Holdings Dual business: private wireless networks and autonomous drone systems. The OAS unit (Airobotics, Iron Drone, Apeiro Motion) is the growth engine. Just completed a $196.6M acquisition of Omnisys to add AI battlefield software on top of the hardware stack. Iron Drone Raider is their counter UAS platform. Sentrycs subsidiary won counter drone security contracts for the FIFA World Cup. Q1 revenue hit $50.1M with a $457M backlog. Also just partnered with Palantir to build AI powered autonomous systems. That partnership tells you where this is going. $DPRO Draganfly Canadian company developing interoperable, modular drone platforms for military, public safety, and commercial use. NDAA compliant across 5+ systems, which matters as the U.S. bans Chinese drones from critical infrastructure. Recently acquired Skip Dynamix for electronic warfare resilient autonomous systems and partnered with Palladyne AI for SwarmOS integration. Sitting on C$147M cash with minimal debt. The thesis is that future military operations need fleets of interoperable drones, not isolated platforms. Draganfly is building for that world. $PLTR Palantir Not a drone company but increasingly the software brain behind them. Their AI and data analytics platform is becoming the operating system for autonomous defense systems. The Ondas partnership is just one example. When military drones need to make real time decisions, coordinate swarms, and process battlefield data, Palantir's platform is in the stack. The picks and shovels play for the entire autonomy layer. 🛡️ DEFENSE PRIMES The companies with the budgets, the contracts, and the manufacturing scale to produce drones by the thousands. $KTOS Kratos Defense Makes the XQ 58A Valkyrie, a jet powered drone designed to fly alongside manned fighter jets as an autonomous wingman. Marine Corps selected Valkyrie for its Collaborative Combat Aircraft program with an initial contract of $231.5M. Also secured an OTA worth up to $446.8M for ground systems work. This is the name that bridges the gap between startup innovation and defense prime scale. Institutional enough for real money, innovative enough for growth investors. $LMT Lockheed Martin The largest defense contractor on Earth. Building autonomous systems, hypersonic platforms, and integrating drone capabilities across its programs. When the Pentagon writes the biggest checks for unmanned systems, Lockheed is on the receiving end. $NOC Northrop Grumman Partnered with Kratos on the Valkyrie program. Developing next gen autonomous combat aircraft and integrating unmanned systems into its broader defense portfolio. Deep government relationships and decades of contract visibility. $LDOS Leidos IT services, cybersecurity, and mission systems for defense. Provides the data infrastructure, communications networks, and analytics platforms that drone programs depend on. Not a drone maker per se, but deeply embedded in the software and systems layer that makes autonomous operations possible. 🚁 SPACE & AIR MOBILITY The companies expanding the definition of what "drone" means. From orbital platforms to electric air taxis to space based autonomous systems. $RKLB Rocket Lab Already covered in the space map but relevant here too. The infrastructure layer for anything that operates above the atmosphere. As autonomous systems extend into orbital and suborbital domains, Rocket Lab's launch and satellite capabilities become part of the drone complex supply chain. $ACHR Archer Aviation The eVTOL play. Completed Phase 3 of FAA certification for its Midnight aircraft. Still very early with ~$1.6M in Q1 revenue but sitting on $1.78B cash. This is a bet on urban air mobility becoming real. If electric air taxis happen, Archer is one of the best positioned companies to deliver them. Big if, but the capital is there to try. $LUNR Intuitive Machines Covered in the space breakdown. Relevant here because their autonomous systems capabilities extend from lunar operations to orbital data processing. The autonomy stack they're building for space has direct applications in the broader drone and robotics ecosystem. $RDW Redwire Space infrastructure and on orbit manufacturing. Developing autonomous systems for orbital operations. As drones move beyond the atmosphere, Redwire's capabilities in autonomous space robotics put them at the intersection of the drone complex and the space economy. 🧠 FINAL THOUGHTS The U.S. drone sector is at a turning point. The Pentagon is allocating over $74B to unmanned systems. The government is reportedly preparing to take equity stakes in American drone companies. Ukraine proved that cheap, autonomous drones change the calculus of modern warfare. And every military on Earth is now racing to build or buy them. What stands out to me: AeroVironment is the institutional anchor of this sector. Billions in revenue, massive backlog, the Switchblade franchise. When large allocators rotate into drones, this is the first name they buy. Red Cat is the high growth pure play. Revenue up 849% and contracts stacking across the U.S., NATO, Japan, and Asia Pacific. If they execute on manufacturing scale, this could be a very different sized company in 18 months. Kratos bridges the gap between startup innovation and defense prime scale. Valkyrie is potentially the most important autonomous combat aircraft program in the U.S. military. And Palantir quietly sits behind all of it, building the AI operating system that autonomous drones will run on. The drone sector is no longer speculative. It's becoming a core pillar of national defense spending. The companies on this map are the ones building that future. Map it now.

Fear & Greed at 28. $BTC sitting at $75k after getting rejected hard from $77k last week. $107B in daily volume and we're still bleeding. This is not the vibe!

@randgroup Good skills.

Hyundai is about to put a humanoid robot in front of 5 billion people at the FIFA World Cup and most investors still have it filed under "Korean car company." Boston Dynamics Atlas will be deployed at match venues this summer, doing operations and fan engagement while the whole planet watches. Hyundai owns the thing. Their stock already added $24 billion in January just off a CES demo. Now imagine what happens when Atlas goes viral at the biggest sporting event on Earth.

@richardseiler @helium @chutes_ai @akashnet @RR2Capital DePIN still early IMO

$16.2M, $11.5M, $5.4M, then a cliff, that is the entire DePIN story right now A handful of networks generating meaningful revenue and a long tail still hunting for product market fit I have some conviction about this segment but it really is struggling

@RR2Capital GM RR2

GM Guys - 24 Hour Market Recap ⏰ 🔸 bitcoin:native trading at ~$73k, ethereum:native at ~$2k. 🔸 $1.5B liquidations as longs got rekt. 🔸 US strikes Iranian drones near Strait of Hormuz. 🔸 ethereum:native below $2k first time since March.

@richardseiler Solid breakfast

Mountain biking is my grass touching makes these meals even taste easier lol Happy Friday 👊🏼

@randgroup Proof of work 😂

🤖 AI RESEARCH: For every $1 companies spend on AI coding, 44 cents goes to bug fixing and only 18 cents reaches the product.

@randgroup Morning mate

GM guys! Have an amazing Friday let’s go 🙌🏻

More institutional Bitcoin holders want yield without wrapping or bridging their $BTC UTXO Management, Nakamoto Inc's BTC arm holding 5k BTC in their Treasury, is doing exactly that through Stacks, retaining full custody on the base layer, while earning BTC denominated returns

@randgroup Who is winning though? Butchers or farmers?

💥 BREAKING: Beef up 72% since 2020. Best performing asset in your kitchen

@richardseiler @RR2Capital Amazing man, wishing him every success

My kid Rocco 15 years old with a strong dose of ADHD 😆 Finally found a sport he loves and can thrive in 🥊 The intense routine and patterns in boxing help his overly active mind focus and its 1 on 1 with his boxing trainer We opted to pass on the meds, its paying off 🙏

The $1 trillion club has 13 members. 3 of them are worth more than the other 10 combined: 🔸NVIDIA $5.2T 🔸Alphabet $4.7T 🔸Apple $4.5T