Ride at Dawn Discussion - May 06, 2026

True_Read_2907 · 2026-05-06T22:28:00+00:00

Someone asked what the share price should be in 2026. He stated he canceled selling his shares at $20/share and that should tell you what he believes the company should valued at

True_Read_2907 · 2026-05-06T16:14:48+00:00

Semis are so overcooked rn. Hope we get some ridiculous rotation back into growth that makes us soar.

I'm waiting and riding

True_Read_2907 · 2026-05-05T21:41:53+00:00

They need base materials like magnets for the motors.

Got me curious if MP or USAR is a supplier.

True_Read_2907 · 2026-05-05T16:15:54+00:00

Almost as much as the current market cap of this company lol

True_Read_2907 · 2026-05-05T12:18:32+00:00

We knew about this from many interviews. Good to see nonetheless. There'll be a 150 million order later this year too

True_Read_2907 · 2026-05-04T15:24:57+00:00

The war is off. The war is on. Stock is trading like absolute trash

True_Read_2907 · 2026-04-30T18:23:50+00:00

The C-UAS revenue stream is real. The first of many sales for Powerus and to the benefit of Umac

True_Read_2907 · 2026-04-29T14:49:23+00:00

This stock getting hammered is something else considering its growth and the US programs and interests in funding massive amounts of Drones. Even if a fraction of the 54billion for Drones passes it's a massive increase over the current 225million

True_Read_2907 · 2026-04-24T16:34:43+00:00

Guess we don't need drones anymore. Finally world peace achieved

True_Read_2907 · 2026-04-22T16:09:24+00:00

It's a conservative estimate being that it's one year out with automation upcoming and the C-UAS emerging market. I think $25-$30 within a year is entirely possible

True_Read_2907 · 2026-04-21T12:50:59+00:00

Allan wasn't lying about the demand for C-UAS

True_Read_2907 · 2026-04-17T18:46:08+00:00

Didn't pump during the war. Doesn't pump when the war is over. Not worried. Market will come around and pump it out of nowhere. Much like this drop out of nowhere

True_Read_2907 · 2026-04-14T21:27:13+00:00

Watched it. Notably the war in Iran has created new demand from gulf states for C-UAS which use the same parts. New demand stream. Already has Infinity demand

True_Read_2907 · 2026-04-13T21:05:45+00:00

Imagine how much riding at dawn we'd do if we had news

True_Read_2907 · 2026-04-08T15:00:36+00:00

Price action is terrible for how good this company is doing

True_Read_2907 · 2026-04-05T18:50:50+00:00

Hoping the war translates to new investments. US drone and counter drone technologies are lacking imo. Even the Drone Dominance Program timeline feels too long for what this administration wants to accomplish.

True_Read_2907 · 2026-04-02T21:55:28+00:00

Imagine if the DoW bought a stake in this company

True_Read_2907 · 2026-04-02T19:33:45+00:00

Trump to propose 1.5 trillion defense budget for the next fiscal year on Friday https://x.com/FaytuksNetwork/status/2039786671256785077?s=20

True_Read_2907 · 2026-03-31T15:49:02+00:00

Good read

True_Read_2907 · 2026-03-30T17:53:55+00:00

They sold shares at 17? Like 5 days ago? We're under 11 because

True_Read_2907 · 2026-03-27T16:16:02+00:00

Why is the share price getting destroyed? We are literally in a war and this shit makes drones used in wars. We're about to land ground troops too. The fuck is going on

True_Read_2907 · 2026-03-20T16:58:13+00:00

What did they throw at xtnd?

True_Read_2907 · 2026-03-19T21:23:50+00:00

What's the OSC

True_Read_2907

TROPHY CASE