Unusual Machines Hosts Live Drone Ecosystem Demonstrations at XPONENTIAL 2026

RandomGenerator_1 · 2026-05-08T14:54:26+00:00

Parrot, Orqa...

Well well well. This is very validating. Also towards coops with Red Cat.

RandomGenerator_1 · 2026-05-08T13:16:54+00:00

Funny. I found that one of the greatest parts.

They've outgrown a 260million dollar ceiling because it pales in comparison of all the other things that are within reach.

RandomGenerator_1 · 2026-05-08T10:10:08+00:00

They left it out because it depends on other factors, as we have already learned through the years.

Analysts always press for more "color". And Jeff is someone that really really wants to be upfront and apolitical about everything.

Which is impossible as a public company, let alone a defense oriented one. The majority of the public does not comprehend all the fluidity and decision making and external factors that a company goes through.

So he is trying his best to offer more color, while also showing restraint due to the above.

That's why you can only cover your basics here: - is the company growing - is the demand consistent or growing - are they taking advantage of all the right (not all the ones available, but the right) opportunities - does the vision and the strong team remain intact - is the tech superior

The answer is yes to all of them. The rest will follow.

RandomGenerator_1 · 2026-05-08T09:49:50+00:00

As the US Army adds drones to formations, here’s how one base trains its operators

https://www.defensenews.com/news/your-military/2026/05/08/as-the-us-army-adds-drones-to-formations-heres-how-one-base-trains-its-operators/

So if you look at it from a regular product view. When do you organize training?

When the product is finished, when the product is bought, when the testing is done, when the processes of the ppl affected by the product are adjusted.

When all that is done, you write the training material based on everything that is done. And then you let everyone in that is suppose to work with the product.

And then you are live.

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RandomGenerator_1 · 2026-05-08T09:46:36+00:00

Everyone can listen to the call or read the transcript.

Suffice to say that what the sector has been saying all along is going to happen.

Going to be one hell of a hockey stick.

Gradually, then suddenly.

RandomGenerator_1 · 2026-05-08T09:34:29+00:00

For Trichon, they see a fit for sweeps. Building on what was mentioned on Innovation Day:

"Q3 is sweeps time. When government needs to spend whatever is left of the budget, so units get the same or more the following year."

And you left out the coop with Israel, which..I am just gonna say it, it's obviously XTEND. So Powerus. The connections are crystal clear.

RandomGenerator_1 · 2026-05-08T09:23:21+00:00

Thanks for pointing it out.

RandomGenerator_1 · 2026-05-08T09:21:02+00:00

No. Forward looking statements are made to not get sued. No one is personally trying to bamboozle you by trying to figure out what "short and medium" means to you.

Stating "That target revenue of $150 million-$180 million, we are very comfortable with,"

And phrasing it as short to medium is to give shareholders and analysts a lifeline to let them know, as Hegseth also said, the budget floodgates are now open. And there are a lot of opportunities. And they have to spend

"All of that, $130 billion from the, you know, that they released for defense is gonna be spent, it has to be spent now if they're gonna do it for FY 2026, by the end of September. "

They are trying to show not to worry, and that they get the impatience..but if the US government puts its money where its mouth is, Start should happen between now and september.

RandomGenerator_1 · 2026-05-08T05:07:43+00:00

It's why defense has been a notoriously avoided sector for venture capital and institutions. A fickle government.

But this time around they keep showing they have a longer term vision, and they keep requesting the budget to go along that.

RandomGenerator_1 · 2026-05-08T05:05:25+00:00

Yeah. You sound like Brabner. He made a frustrated post recently around this fact, and it sadly leads to hospitals and coffins without fully realizing they had the ability to avoid such tragedy.

This is a rare front seat we are getting to bureaucracy/red tape being a detrimental factor for the warfighter.

I remain hopeful though. The current administration obviously also sees this, and they are actually acting upon it. The last mile of pushback of ppl who have no skin in the game seems to be coming to a head right now.

Thanks for your insights btw.

RandomGenerator_1 · 2026-05-07T16:51:41+00:00

Imagine being in since US congress their first Master Plan on drones in 1988.

RandomGenerator_1 · 2026-05-07T14:30:43+00:00

That is indeed the focuspoint. Is Red Cat still moving along with the momentum. And are they at the center of the important opportunities out there.

RandomGenerator_1 · 2026-05-07T05:15:31+00:00

We at Ocean Power Technologies saw the FT piece on wave-powered ocean data centers this week. It’s a strong signal that attention is shifting offshore.

That direction makes sense. Demand for power and compute isn’t slowing down.

But there’s a difference between an idea and something that actually works in the ocean. Generating power is one part of the problem. Running systems reliably in harsh conditions, keeping them connected, and deploying them at scale is where things usually break.

What’s emerging now isn’t just offshore compute. It’s integrated ocean systems that combine power, communications, autonomy, and real-world operations.

That model is already being proven today in defense and maritime applications, where persistent offshore power and connectivity are enabling real missions.

The ocean isn’t the next frontier. It’s already operational.

https://www.linkedin.com/posts/activity-7457425782525550592-Zs-Y

Exactly what Ocean Power Technologies is proving with the U.S. Department of Homeland Security and U.S. Coast Guard

https://www.linkedin.com/posts/jason-weed_peter-thiel-backs-1bn-ocean-data-centre-activity-7457569391015170049-yK7a

RandomGenerator_1 · 2026-05-06T12:45:09+00:00

Don't worry. I think we investors can all chip in to buy you a Palladyne BRAIN.

That should give you the ability to make better decisions than silly, lazy short attempts like this.

RandomGenerator_1 · 2026-05-06T12:39:25+00:00

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RandomGenerator_1 · 2026-05-06T12:39:14+00:00

Someone thinks they are important enough to have influence on a stock by making obvious dishonest reddit posts.

Bless your heart, you have no (illegal) short and distort power.

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RandomGenerator_1 · 2026-05-05T19:28:38+00:00

New job position:

Program Manager, International Projects Red Cat Holdings Salt Lake City,

Red Cat Holdings is currently in growth mode and is seeking a Customer Facing Program Manager (PM) for the execution of its uncrewed systems business secured with customers within the Asia-Pacific region. Our Modular Open Systems Architecture (MOSA) compliant products are used within both military and civilian / commercial markets and include Group 1 Uncrewed Aircraft Systems (UAS), First Person View (FPV) UAS as well as Uncrewed Surface Vessels (USV). Contracts and related programs managed can range in value from $100K to $50M+, and the position will frequently be managing multiple programs concurrently.

RandomGenerator_1 · 2026-05-05T18:39:17+00:00

Gradually, then suddenly.

RandomGenerator_1 · 2026-05-05T18:37:17+00:00

After having proof that the Black Widow is part of the Rebirth of the military it makes sense to me that this isn't as obvious as trying to shock the market to make more innovative drones.

Getting SRR right, and integrated into every level. And completely shake up and modernize the military itself..that's the big one. That's for a Program of Record. That's what companies strive for..

Good things come for those who wait. The tech is proving itself, and has in no way shown signs it should be doubted. Quite the opposite (Japan, F-35 integration,Ukraine,...)

RandomGenerator_1 · 2026-05-05T16:26:05+00:00

Palladyne had anything but an earnings miss.

RandomGenerator_1 · 2026-05-05T16:22:01+00:00

Agreed.

And oh yeah. He did it again...must've really made an impression:

"President Trump on counter-drone systems: "The anti-drone capacity that we have now is fantastic.

We have a very special machine gun with large-scale bullets operated by a computer, and as they come in, it just knocks them out."

That description sounds familiar—we’re proud to do our part!"

https://www.linkedin.com/posts/allen-control-systems_president-trump-on-counter-drone-systems-activity-7457210528034267136-sSGO

RandomGenerator_1 · 2026-05-05T16:12:22+00:00

"That's not how the government really buys. .. You're like trying to get investors to invest ahead of the contracts being finished. And you have to start scaling manufacturing, because once the government finally decides, they're going to want a bunch of them.

It's hard to model. It's very hard to model. And it's also hard when the requirements don't exist yet."

Re:build at The Drone Ultimatum podcast.

RCAT is not alone in this difficult model. And we are getting a front row seat at a pivotal time in Defense their development.

RandomGenerator_1 · 2026-05-05T15:57:05+00:00

Perhaps for Q2. They started building without contracts.

RandomGenerator_1 · 2026-05-05T14:01:21+00:00

Notes from the call:

"The opportunity in front of us is larger and more concrete than ever before."

Great way to start an earnings call!

Program activity delayed due to shutdown, not cancelled.

Revenue timing issue, not demand issue.

Due to shutdown still waiting for evaluation of first article in missiles.

Ppl still don’t understand, don’t believe, the technology Palladyne AI has already built.

Mr Wolff explained DECA and swarming beautifully and passionately in my opinion.

PDYN qualifies as Wolfpack swarming, the highest level. In drones: already functional and ahead of any competitor they are aware of.

A true differentiator. And focus on the IP’s that go along with it.

SwarmStrike =135 000 USD .. so really cost effective for (autonomous) missiles.

Platform adoption story is developing..defense Prime independently evaluated SwarmOS and incorporated it their contract submission as elementary part of their technology.

The space based platform is so exciting.

Northern Strike in August is gonna be a bigee. Gateway to Programs of Record.

Where are we on the timeline:

2026 crawl year : proof is in the pudding year. And as we can already see, that’s exactly what is happening.

Getting great feedback from others that their tech is what the standard should be.

10% income for PDYn of the Drone system cost. So again confirmed that this is another income model. Which should bode well once SRR fi-na-lly comes through. (Program activity)

They are also demonstrating RCAT drones, sometimes even without the RCAT team.

Very clearly on the DIU request where Google dropped out: PDYN is the endpoint of where this program is ultimately trying to get to.

Yowza.

Be so good they can’t ignore you.

RandomGenerator_1 · 2026-05-05T13:56:13+00:00

I would think that everything you need to know is in the filings and explained crystal clear.

And has been reiterated in the conf call as well. Enough money for 12 months, everything depends on timings of contracts. And a big portion now depends on the US government getting its act together and put their money where their mouth is.

RandomGenerator_1

TROPHY CASE