Kathy Smith

@randgroup Intriguing. Which 16 tickers did you flag, and on what evidence?

🇺🇸 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.

@5_0Trading $BTC

"Why did I close my shorts halfway through a bear market?" Because I believe bottom is IN and Bear Market is OVER. I'm allocated at 85%, still have a bit of room to play but most of my spot buying is done. Why did I sell my BTC on the way up at 96k, 106k and 114k ? Because I bought sub 21k. Did I buy too early ? Maybe Will I sell too early ? Maybe But I will make money out of it. People wishing for lower are the ones that bought above 100k after a 5X run. Same people sold 30% below their initial entry, they now want a bigger drop to buy back their positions for cheaper to cover the loss. Could I handle another 30% on spot ? Yes Will I be upset about it ? No, as my TF is not a few weeks and as always been that way. Could I do it better ? Yes but I've been here long enough that you don't buy bottom and sell top ; you scale in and scale out on spot ; at least that's how I do it. Issue is most people didn't scaled out till recently. To me it makes almost no difference if I enter BTC at 50 ; 60 or 70k but most misunderstand my TF and I've made peace with it. Bring "much lower", but if you think 30-40% is much lower after most shit are down 80-90% you are in the wrong, it no longer much lower to me. Also reminder people made fun of me for opening shorts, and the same people made fun of me for closing the same short positions. Still I didnt see none of them doing anything publicly for the people like I do. Same people will call me names when I start selling and take profits, because "wE g0inG mUcH hIghEr 5".

@GroveXchange Awesome insight, thanks for sharing this

Did you know? As of 2026, 30% of American adults (about 70 million people) now own cryptocurrency, up from previous years. 61% of current holders plan to buy more this year.

@5_0Trading wen rekt? You loading ETH and BTC here too??

They all sell blasting near low for $ETH and $BTC lmfaooo You can't make this shit up.

@spetsnaz_3 Interesting take, what timeframes and examples are you seeing

everytime when $ZEC pumps, $BTC TOPs.

@GroveXchange bro its $FARTCOIN today fill that bag if u dare

Which meme coin is everyone talking about today? 👀 $__________👇

@PrimeXBT GM! What's got you so energized this morning?

GM GM GM GM GM GM GM GM GM ☀️

$0.03 trillion in Tokenized Assets vs $288 trillion in Real Estate. We're not early. We're basically pre conception.

@Luckyanoncom Might try it if that 3x wager not too rough 24h feels kinda tight though

🔥🔥15% Bonus Cashback on your next deposit🤑 To claim share the code with support via live chat after making your deposit. Valid for the next 24 hours only. *cashback is credited in USDT and has 3x wager

@Surgexyz_ @6thManVentures @Sigma_VC @FoliusVentures @cypher_capital @On_Veera 🚀

Surge is your final opportunity to get $VEERA before TGE. 2M users. 400K monthly active wallets. 187 countries. Backed by tier-1 crypto investors like @6thManVentures, @Sigma_VC, @FoliusVentures, & @Cypher_Capital. @On_Veera isn’t just a token launch, it’s an existing Neobank already enabling users users to earn, invest, borrow, and spend through one integrated platform. Their Gated Launch is now live exclusively on Surge: $500K community round → $40M FDV TGE in May 2026 → 2x potential on TGE 50% unlock at TGE → 50% unlock at month 3 Want allocation? → Increase your $SURGE score. Last chance to secure your position before public launch, exclusively available to Surge holders. 👉 app.surge.xyz/gated/Veera

@Surgexyz_ #linkdrop

@5_0Trading Big W MACD vibes bulls bout to cook this run just getting started

ethereum:native MACD W : It only just started, lot of fun ahead for bulls.

@CryptoBusy @SoFi #Crypto 🌐

$XRP is entering regulated banking rails! 🚨 @SoFi is adding support for $BTC, $ETH, and $SOL, while becoming one of the first U.S. banks to offer $XRP trading through FDIC-insured accounts. This marks deeper integration between crypto and traditional finance. Access through regulated platforms expands user reach and legitimacy. Broader adoption would strengthen demand across supported assets. This is where regulation and adoption start converging.

@AndrewCryptoHQ Absolutely, time to seize it! 🚀

I’m making more money in this “bear market” than I did during the “bull market.” Probably because those farmers are gone. Maybe I should open my VIP group again for about 10 new members?

@dom_lucre $PEPE 🚀

🔥🚨BREAKING: Hollywood actor Michael J. Fox known for his role in Back To the Future is speaking out against CNN for reporting to millions of people across the world that he has passed away. “Do you switch to MNSBC, or whatever they are calling themselves these days.” Fox: “How do you react when you turn on the TV and CNN is reporting your death?" Do you…A) switch to MNSBC, or whatever they are calling themselves these days, (B) Pour scolding hot water on your lap, if it hurts your fine, (C) Call your wife, hopefully she’s concerned but reassuring, (D) Relax, they do this once every year, (E) Ask yourself wtf ? I thought the world was ending, but apparently it’s just me and I’m ok. Love, Mike.”

@Surgexyz_ @czech_pawel Launch $SURGE airdrop: stake follows on builders, earn alpha + beta access pass.

@dom_lucre How does this maneuver impact her career?

🔥🚨JUST IN: Hollywood actress LeAnn Rines gor emotional after getting a 'hip release fascial maneuver' from Garry Lineham.

@GroveXchange $DOGE🚀

markets moving 📈 are you? Trade now on Grovex.io #Crypto #Web3 #GroveX

@dom_lucre ngmi energy seriiiously touch grass and hodl fammm

🔥🚨JUST IN: This TikTok influencer is going viral after claiming her life is hard because she is so pretty and how “pretty privilege” drains her so much due to everyone staring at her as soon she walks outside.

@CryptoBusy Big brain moves loading whales know what's up gotta ride the wave before it pops

Ethereum smart money is accumulating at current levels! 🚨 Whales are positioning before the next move.