Fred Cohen

@toddkazakov @kevinxu What i told you about cut your losses short ?

@kevinxu I’m also all in. Amen 🙏

NEW ALL IN: $RCAT @ 14.47. (sorry on mobile only today so thesis gonna be on the shorter side) They make drones and recently got a bunch of government contracts. I mainly like the technical setup. Spiked on some good news last week and held up with good volume and potential breakout. No near term catalysts but with the way this administration has been moving, could see more good news come at any time so it's worth holding for a bit right now. No real overhang I could find and only good tailwinds. Everything else just feels too overbought. Credit to @meetahsen and his $318k all in for the inspo and starting my deep dive x.com/meetahsen/stat… More thesis and specifics from my @alpha_ai app below. --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $70k in $RCAT. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.

@retiredcop23 Victim of Kevin ? Chart was screaming rug pull incoming when Kevin pamp it

Alright alright nice start pre-market. Do we stay green today fellow $RCAT holders??

@kevinxu I told you 🐑 bear brotherhood all in at open 😮‍💨

Prepare yourself for a green Monday

@kevinxu Unfortunately, the bear brotherhood are all in at open .

@JosephM21292195 @kevinxu Buy mega and power balls .

@kevinxu I have $500 and I am disabled and poor. What should I buy?

Prepare yourself for a red Monday

@kevinxu @kevinsxu Kevin Xu is Mr. Steal your girl . Watch out

@kevinsxu kevin xu meetup 👀

Making a quick day trip to SF on Tuesday, literally flying in at the crack of dawn, then taking the red eye same day home Attending an invite-only Nebius event. iykyk If you will also be at the event and want to say hi IRL, DM open!

@TW_trades_ Webull doesn’t let me buy it . Why ?

Would you buy this chart? $SIVE

@kevinxu @StockSavvyShay @FuturumEquities 3 days rule for this DeadCat Kevin . The Main question is “ when dump ? and pump on new 🐑victims ? “

@StockSavvyShay @FuturumEquities where's $RCAT

MY 4 FAVORITE DRONE COMPANIES One of my top initiatives for the Growth Portfolio over the rest of the year is building out my 'Drone' bucket. I’m building exposure across every layer of the drone stack including platforms, autonomy, sensors, counter-drone systems and the hardware underneath it all: 1. $AVAV (the weapon layer) AeroVironment is the expendable weapon end of the theme since it makes Switchblade drones which are the small, cheap "kamikaze" drones that launch, hit a target, and are gone. These get used up in combat so demand scales directly with how much modern warfare leans on attritable strikes. My exposure here is to drones being fired in volume, the purest "loitering munitions get consumed" bet with a ~$1.1B Switchblade backlog. 2. $KTOS (the aircraft layer) Kratos is the high end, big contract end of the theme since it makes attritable jet drones like the XQ-58 Valkyrie that fly alongside manned fighters as "loyal wingmen." Where AeroVironment is small, cheap and expendable, Kratos is large scale, high performance and tied to major procurement cycles. My exposure here is the premium platform layer, the multi-million-dollar systems and propulsion that ride big military budgets rather than volume munitions. 3. $ONDS (the autonomy layer) Ondas is my autonomy and drone-infrastructure exposure since it makes the systems that let drones fly and operate on their own plus tech to detect and stop enemy drones. Where AeroVironment and Kratos are platforms, Ondas is the autonomy and counter drone infrastructure layer so my exposure here is the bet on the "drones run themselves" future, the fastest growing and most speculative leg with management raising 2026 guidance to at least $375M on drone-in-a-box and counter-UAS deployments. 4. $MRCY (the brains layer) Mercury makes the embedded electronics that go inside drones (onboard AI processing, EO/IR payloads, electronic warfare) plus the counter-drone systems that detect and defeat hostile drones. The key difference is that it sells to many drone makers and primes so it wins regardless of which airframe comes out on top. My exposure here is the "picks and shovels" play across the whole industry with a counter drone hedge built in and it just posted record bookings of $348M (+74%) and a ~$1.6B backlog.

@kevinxu 🐑Wake up ! “ Pump & dump “signal” groups aren’t trading education — they’re exit liquidity farms where you pay to be someone else’s profit (kevin and his crew) 😭. Real edge in markets doesn’t get sold in subscription groups.

@Peterkang0 @kevinxu You ain’t even buying Rcat , stop front

@kevinxu Yessir

Found the next catalyst for $RCAT and it starts on Monday. The Drone Dominance Gauntlet is the Pentagon's competition to find the best fit drone suppliers for America. aka its a drone TOURNAMENT arc. Phase II has a strict ban on Chinese components which makes Teal Drones (aka $RCAT) prime to win since their supply chain is fully American. If they pass the qualifiers then they get real orders to test their production capabilities and a chance for long term contract and a slice of the $1.1 billion budget. Reminds me a bit of my first all in on $APT during covid bc people wanted American-made masks. Always bet on America.

@kevinxu Any little pop is an opportunity for Kevin to dump and short on you sheeps . Mark my words 😮‍💨

@kevinxu Save it for cancer treatment and divorce lawyer. Don’t ever say never

lost over $500k in the 401k today. how do i tell my wife we can't retire at 40 anymore

@NuclearDonut6 @asianinvestors @kevinxu She can’t . She’s AI

@asianinvestors @kevinxu That trash is the biggest coward on Earth, his wife should divorce the fk out of him and run away with 50%

got blocked by @kevinxu today lol does that mean I've been speaking facts?

@kevinxu Where is Kevin when the sheeps need him ? I told you sheeps to cut your losses short before Kevin and his group dump and short on you for profit

@meetahsen @kevinxu Whenever you hear “ don’t watch it “ . You know it’s a scam

I'm not watching $RCAT anymore. I'm in. ~23,000 shares. This is my highest-conviction position by a mile. Here's exactly why I believe in the thesis 🧵

@toddkazakov @kevinxu Kevin and his crew already close it when you and other sheeps bought . Wake up

@freddcohenn @kevinxu Only when Kevin closes his position

@kevinxu Plot twist : the big short daddy bribed Kevin and the team to lure the sheeps into the dead trap

@toddkazakov @kevinxu Told you 😘 big daddy shorting This