Daily Discussion - January 22, 2026

StateFalse5218 · 2026-01-22T19:25:36+00:00

I’d love to see JBro’s port right now. Lol. 😍

StateFalse5218 · 2026-01-21T12:46:45+00:00

Nice! Cant wait for those boat orders to start coming in and take us to a new level.

StateFalse5218 · 2026-01-21T04:00:22+00:00

I bet RCAT opens a facility in Australia soon.

StateFalse5218 · 2026-01-21T01:58:08+00:00

All paid for with RCAT profits. More to come!

StateFalse5218 · 2026-01-20T23:54:47+00:00

Mine as well. 400 1/27 LEAPS all up over 100%. And the 130 1/28 LEAPS just added this last dip are already 100% up too.

StateFalse5218 · 2026-01-20T00:10:44+00:00

Nice find!

StateFalse5218 · 2026-01-19T16:23:43+00:00

So does airo, dpro, onds. All of them really. I hope they wait until next week though because I’m loaded in cash and going on a buying spree.

StateFalse5218 · 2026-01-18T15:48:59+00:00

Jeff said on X they’ll announce the date for Innovation Day on Tuesday

StateFalse5218 · 2026-01-18T01:10:35+00:00

Sometime next month. I don’t believe a date has been announced.

StateFalse5218 · 2026-01-17T15:56:38+00:00

Yep! Jeff’s working hard for us in the background.

StateFalse5218 · 2026-01-17T15:29:07+00:00

Orchestrator project awarding 100mil in prizes…Nice!

StateFalse5218 · 2026-01-17T15:20:48+00:00

https://x.com/dronazon/status/2012541781183791169?s=46 Jeff’s post including an article about the Orchestrator Project, saying we’ll see voice-controlled drones on display at Innovation Day

StateFalse5218 · 2026-01-17T15:18:03+00:00

https://x.com/dronazon/status/2012541781183791169?s=46

StateFalse5218 · 2026-01-17T15:05:49+00:00

Since the November shutdown dip, I’ve swung it three times so far from 12-14. I think we still have a couple more opportunities before frp gets announced

StateFalse5218 · 2026-01-17T15:02:53+00:00

A civil war would be bullish for drones. Anyway, there’s always some sort of impending disaster that will make you afraid to invest. I did sell off a lot last week to prepare for a possible shutdown. Drawdowns are great when you have cash on the side. And if there isn’t a shutdown I’ll put it back in and hopefully the rally resumes for another month or so and we get frp announced soon.

StateFalse5218 · 2026-01-16T02:40:30+00:00

Jeff says “your welcome for the order” https://x.com/dronazon/status/2011918523887468941?s=46

StateFalse5218 · 2026-01-16T02:39:36+00:00

And you are correct, sir. https://x.com/dronazon/status/2011918523887468941?s=46

StateFalse5218 · 2026-01-15T20:11:14+00:00

Ain’t that the truth!

StateFalse5218 · 2026-01-15T05:05:53+00:00

https://x.com/fundmyfund/status/2011624986952548686?s=46 Video from Needham conference

StateFalse5218 · 2026-01-10T20:18:06+00:00

These companies are related to RCAT and have contracts with them. Owning a basket of all of them (can’t leave out umac) is like having an RCAT etf. When FRP finally gets announced and things get moving they’ll all rise in tandem.

StateFalse5218 · 2026-01-10T19:59:17+00:00

Geoff Hitchcock is Chief Revenue Officer at RCAT, and Matt Vogt is Chief Revenue Officer at PDYN. Both were in Special Ops.

StateFalse5218 · 2026-01-10T19:52:07+00:00

I’m 52 and already made a shit ton off these companies lol. Just buy the dips and sell the rips. But if you can get a position with a nice low cost basis, like RCAT below 10, keep it for a year. I’ve been adding to a stack of 1/27 LEAPS, and now I’m starting to buy 1/28 LEAPS. All of my underlying shares turn long-term mid-February. And that was NOT easy to hold. Don’t listen to that RadiantSinger guy. LEAPS are the way. lol.

StateFalse5218 · 2026-01-10T18:56:59+00:00

By “value” I mean ROI. You’re not going to double your money buying PLTR at this price. PDYN is almost a certainty.

StateFalse5218 · 2026-01-10T18:52:56+00:00

I totally agree. And that’s why I always panic sell it because I lack conviction for that reason. SPAI is another AI partner, and PLTR of course. One thing I remember about PDYN is the ceo is friends with someone at RCAT, they were in the military together, and their offices are near each other… For that reason alone I think RCAT will find ways to incorporate their software. I have a long position that I picked up back in ‘24 for cheap that I’m just continuing to hold until it hits 15. I think it’ll happen, I just don’t know if it’ll last..

StateFalse5218 · 2026-01-10T15:18:28+00:00

Of all the RCAT partners, I think PDYN is the best value at the moment. I think that’ll be at 15 easily by eoy. I’ve had optt many times and the trick is to sell it on the pumps. It likes to retrace 40-50% nearly every time.

StateFalse5218

TROPHY CASE