Sobe Hoover

$RCAT no actions yet - I bot 28 LEAPs in the mid $8s a few weeks ago, it is now $13.20s so 55% on the common in a few weeks anon. LEAPs north of 100% already - will check back Labor Day 2027

Where to from here? Who the hell knows. Usually we want to trade against the gap bottom which is $24s but that is now a long way down. We do want to see the top HALF of this candle hold and preferably the top THIRD. I marked out $27 as a random spot it would be nice to hold. If this thing goes bonkers it just follows up with multiple moves up in a row but that is the rare exception. More healthy mid term would be sideways actions for a while, while the moving averages catch up.

Whew! Only started keeping daily records of % gain since 2021 and due to # of positions (15-18ish) think of myself as a singles, doubles consistent hitter with very few strikes out and the occasional long ball. Focus on not losing money and the making money takes care of itself. A 50% year to me is an excellent year, if I can pair it without any serious drawdowns. +19% day followed by -13% day is not for my style. Anti YOLO. Not as exciting or engagement getting as the ballas on here who make 200% a week and get all the attention. A >15% day is pretty rare for me due to the diversification. I had a handful in 2025 clustered mostly in early to mid Oct 25 before a big drawdown, none in 2024, a few in 2023. But managed some big down days too like anyone. >20% I haven't had since record keeping. Probably I did some in 1999 when I had no idea what I was doing and blew up my account naked calls YOLO. Today is approaching 30%. Not doing anything different - just good fortune, been consistent in supporting some of these companies but if said news happened when the charts were broken I would be getting a fraction of today's return. And frustrated. LEAPs strategy big help - I buy em on "big down" days and forget them. Pretty breathtaking (for me). Some on here make that much every day (ballas!) so it is just "another day" for them, but I guess when a +10% day is a down day for you, you get used to these sort of days. 🥳🤡

$RCAT -12% in pre and currently below $10 With the shoehorn I calculated a low 20% dilution (!) from this offering - so we will see if it can stay at these levels thru the day. $9.40 was the pricing.

🇺🇸 The U.S. is sending autonomous sea drones to sweep mines in the Strait of Hormuz, and the timing says everything. The Strait carries roughly 20% of global oil traffic. One successful mining campaign and energy prices spike worldwide within hours. The U.S. deploying this capability now tells you exactly how seriously they're taking the mine threat. Source: Reuters

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $RCAT Red Cat announces $200 million public stock offering

$RCAT 𝐑𝐞𝐝 𝐂𝐚𝐭: 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐒𝐮𝐫𝐠𝐞𝐬 𝟖𝟒𝟗%, 𝐌𝐚𝐫𝐠𝐢𝐧𝐬 𝐓𝐮𝐫𝐧 𝐏𝐨𝐬𝐢𝐭𝐢𝐯𝐞 📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 • Revenue: $15.5M (+849% YoY) • Gross profit: $2.0M • Gross margin: 12.7% (vs. -52.1% YoY) • Gross margin improved 199% sequentially vs. Q4 2025 • Cash: $131.9M ⠀ 🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 • Target annual revenue: $150M–$180M ⠀ 📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 • Secured new Black Widow drone orders from NATO and Asia-Pacific allies • Acquired Apium Swarm Robotics to expand autonomous swarming capabilities • Announced planned acquisition of Quaze Technologies for wireless power solutions • Partnership with Ukraine’s STE focused on next-gen USVs and robotic systems • Manufacturing expansion underway through Blue Ops and HADDY partnership ⠀ 💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲 “With 2026 shaping up to be a banner year for Red Cat, we are investing and positioning for the future.”