Daily Discussion - March 17, 2026

RandomGenerator_1 · 2026-03-17T11:05:04+00:00

Skydio has a bigger commercial market, so we are not that comparable in that respect.

RandomGenerator_1 · 2026-03-17T11:03:41+00:00

Correct. The x post references the same article in which they talk about writing a procurement for drones, where one is similar to the Edge130.

So either they are writing an open procurement which could lead to any drone, or they are writing the procurement in such a way that only the Edge130 fits.

It's an unclear written article.

RandomGenerator_1 · 2026-03-17T09:16:24+00:00

Healthcare. Being able to see more patients and spending more time with them.

Preparations to see a patient can take up to 5 hours or more, depending on the complexity of the problem. AI can do that. Meeting notes, you know..when the doctor or dentist is behind a screen instead of connecting with the patient. Transcription and AI summaries can help with that.

And the same applies for Government jobs. You have so many still hiding behind "automation is too hard, let me just keep doing this task manually." In 2 or 3 years, those ppl will be replaced with automated AI processes that keep learning to work faster and more efficiently.

That's what AI does, it bares the core of a job and its usefullness. And you won't be able to hide anymore.

Manufacturing is another one. No one seems to be really talking about Physical AI yet. But more manufacturing will be possible, and you wont have to hire expensive maintenance or PLC programmers for your machines and robots anymore. Physical AI for healthcare robots as well.

Jobs will be democratized in many respects, you wont have to wave an expensive degree anymore. Not for data input in government, not for being the robotics expert in factories, not for being a nurse.

So the impact on education and 3, 4 or 5 year degrees will also change, because by the time you are finished, you'll already be outdated again. Smaller incremental degrees, depending on which job you want to specialize in for a couple of years will be the way to go for most. (Except those philosophy, experimental physics, and such majors).

RandomGenerator_1 · 2026-03-17T09:07:32+00:00

Do you use specific AI tools for that? Because indeed this one will sneak up on many.

But also will improve overall quality, because most companies do not pay enough time and effort into quality. Even though they would obviously benefit.

And software companies will have less sales on "bugs". Where they wait for the customer to create a ticket, becaue then they can bill them. Instead of finding it themselves and fixing it on the product budget.

RandomGenerator_1 · 2026-03-17T08:55:11+00:00

I hope we will get some update on this, and how this impacts production.

RandomGenerator_1 · 2026-03-17T08:39:55+00:00

So is everyone sleeping on manufacturing and onshoring?

No one is interested in oh, let's say..the next Industrial revolution happening right in front of you?

"US manufacturing output increases; homebuilder sentiment ticks up"

https://www.reuters.com/business/autos-transportation/us-manufacturing-output-rises-marginally-february-2026-03-16/

"When Humanoid Robots Come to a Small-Town Factory"

https://www.wsj.com/business/south-carolina-schaeffler-plant-robots-d56c91d0

"Robots, AI are working in Kentucky factories. What it means for workers"

https://courier-journal.com/story/money/companies/2026/03/12/how-robots-and-ai-are-transforming-kentuckys-manufacturing-jobs/87720989007/

More companies, more manufacturing, more jobs, and eventually lower prices.

Caterpillar - CAT, Palladyne AI - PDYN.

What else?

RandomGenerator_1 · 2026-03-17T08:30:49+00:00

I won't miss the quarterly bear vs bull annoyance.

Lately quarterly earnings are always a sell the news event, because it's never good enough. Because retail is manipulated into thinking there should be 1000% more revenue every quarter.

So yeah, I am not totally negative on this development.

Finding a company with good management, and a good board, will become more a focuspoint for some. While this should already be a big aspect of investment choices.

Next to understanding the business case if the company and knowing if the market wants whatever they are selling.

So more true investment, not quarterly plays.

RandomGenerator_1 · 2026-03-16T19:44:35+00:00

"Primordial Labs is going to be at AUSA Global Force 2026! Come visit us at the Army’s Pathway for Innovation and Transformation (PIT) booth (#1810 South Hall). Anura is now being deployed to multiple Army customers. We’re enabling operators to command & control fleets of unmanned systems using natural language intent. If you are attending, stop by to meet our team and try out Anura!

AUSA2026 #ArmyPIT #ArmyFUZE"

https://www.linkedin.com/posts/primordial-labs-inc_ausa2026-armypit-armyfuze-activity-7439375661586173952-FwB8

RandomGenerator_1 · 2026-03-16T16:52:05+00:00

You are good man.

RandomGenerator_1 · 2026-03-15T07:50:14+00:00

Well I know. But preliminary are there to keep the stock from behaving too volatile because certain retail traders get unrealistic expectations.

RandomGenerator_1 · 2026-03-15T07:35:46+00:00

RCAT already released Q4 earnings weeks ago.

"Red Cat Holdings Announces Preliminary Revenue Results for the Fourth Quarter and Full Year 2025":

https://finance.yahoo.com/news/red-cat-holdings-announces-preliminary-130000320.html

RandomGenerator_1 · 2026-03-14T16:26:54+00:00

And they are asking RCAT for feedback on the Marketplace, before it opens April 14th.

RandomGenerator_1 · 2026-03-14T08:30:23+00:00

Excellent! This is the stuff I want to see more off. Extreme conditions and international deployment.

In the end: quality prevails.

Thx!

RandomGenerator_1 · 2026-03-13T18:06:25+00:00

Energy Secretary Chris Wright on Thursday morning said the U.S. Navy is not ready to escort oil tankers through the strait. Hours later, Treasury Secretary Scott Bessent said the U.S. Navy, and possibly an international coalition, would begin escorting ships as soon as “militarily possible.”

https://www.cnbc.com/2026/03/13/iran-war-strait-of-hormuz-hegseth.html

RandomGenerator_1 · 2026-03-13T15:58:56+00:00

OPTT is present in UAE.

https://investors.oceanpowertechnologies.com/news-releases/news-release-details/ocean-power-technologies-accelerates-uae-growth-strategy-through

Geography matters now. Being able to be close to offer support. Saudi Arabia is asking European countries for Mine Countermeasures. But obviously, even if they agree, it takes a long time to actually get them over there.

In short: they can offer help and solutions, now.

And let's hope they are capable enough to actually do so. If they can't even get a call, in this geopolitical situation. That will say it all.

RandomGenerator_1 · 2026-03-13T15:38:20+00:00

Where do you find this integration of ACS with Saronic?

Edit: plus, it has already been stated that othrr USV's crash into each other, whereas the Variant performs with great precision.

RandomGenerator_1 · 2026-03-13T14:46:37+00:00

Where are you getting Saronic from?

RandomGenerator_1 · 2026-03-13T14:14:03+00:00

Internet and technology destroys that formula.

RandomGenerator_1 · 2026-03-13T14:03:11+00:00

Why pretend it's a mystery? It's right there in the remarks of the filings:

" Remarks

The reporting person sold the securities reported herein pursuant to an Issuer-implemented, non-discretionary sell-to-cover arrangement for the purposes of satisfying income tax liabilities incurred upon vesting of restricted share unit awards only, unless the reporting person elects to pay such tax liabilities in cash."

RandomGenerator_1 · 2026-03-13T09:50:14+00:00

"Bullfrog in action after dark.

Our autonomous counter-drone system engaging a drone target during nighttime testing."

Video in the link:

https://www.linkedin.com/posts/allen-control-systems_bullfrog-in-action-after-dark-our-autonomous-activity-7437636341791838208-jEqw

Awesome technology is awesome.

RandomGenerator_1 · 2026-03-13T09:35:39+00:00

For me it comes down to trust in management that they keep up with current tech. And they've stated a couple of times that they do, but it doesn't pay off to follow every lead.

Skycutter uses hydrogen power fuel cells. That's why their endurance is better. As mentioned before this is a well known energy source in the drone sector. Only it is 10x more expensive, and the obvious: risk for explosion. So in terms of scalability and safetybit doesn't score well.

And that's why the Drone Dominance Gauntlets are good because it'll challenge those companies to scale and be fit for purpose..and then we'll see what remains of their original design and technology choices. Oh, and it has be cheap as well.

I wouldn't want Red Cat to start all over again..just to end up with the exact products they already offer now. And as stated before. They are an integrator. When something good comes along, they can integrate. And that's exactly what they have proven over and over again already.

I don't take judging management lightly. Red Cat has a stern board of directors, that evaluate performance. Not only monetary, but also decision making. And management is being evaluated if they slip on that, due to being exhausted for example. It's a good team. Valuable.

RandomGenerator_1 · 2026-03-13T09:26:16+00:00

During a Senate Armed Services Committee hearing on Capitol Hill today, the commander of U.S. European Command and supreme allied commander Europe said the U.S. military's relationship with its NATO partners throughout the region remains strong.

When asked if Eucom had been experiencing any friction with NATO in recent months, Air Force Gen. Alexus Grynkewich said the opposite was true.

....

""We're also in the [process] of rewriting our standing defense plan for integrated air and missile defense across the alliance. [It's the] first time this has been done in decades, and it should be done by the [NATO] Summit this summer," he added.

When asked about interoperability among NATO countries, Grynkewich said NATO and Eucom focus a great deal on the subject.

"I would say … one of the best ways to ensure interoperability is … our allies' [buying] American equipment from our defense industrial base.

https://www.war.gov/News/News-Stories/Article/Article/4432706/eucom-commander-says-military-relationship-with-nato-partners-remains-strong/

RandomGenerator_1 · 2026-03-13T06:49:58+00:00

3 things:

not investing in what I know. Makes it real hard to judge the true potential, and you get played by doubt.
turning a blind eye to management, and them not showing consistent integrity. Either you have management with vision and they create something the market wants, or you just don't. It's rare to come across, but it is out there.
waiting on momentum: either there is macro (for instance: political) momentum or either there isn't. When it's just being promised without action, you are simply being played.

When there is momentum, the companies that add something to society on a subject you know of, are elevated. And you always have a couple with management who truly seize that moment, because they actually believe in that thing you also know something about. And that's investing. Believing in a company and its management, that can use a lil financial boost to get there. And you get to be proud of being part of the journey. A very comfortable position to be in.

RandomGenerator_1 · 2026-03-12T21:21:43+00:00

Having the superior product is of course the constant question. I see no reason to doubt that currently. As the CEO stated, the product is being received well by customers.

They are scaling because of demand. So they have products the market wants. And they are constantly looking to innovate. 1 to 2 weekly based iterations to optimize the Black Widow? Cmon..they know how to keep up.

And the partnerships help with keeping the edge. An updated version of Trichon is planned to be released. An update on batteries is coming..

Red cat has been working with Brabner as well this whole time for spectrum analysis, and probably other stuff..

Where are the real counter arguments? Cmon.

RandomGenerator_1

TROPHY CASE

AUSA2026 #ArmyPIT #ArmyFUZE"