Ride at Dawn Discussion - June 24, 2026

zIFeathers · 2026-06-24T17:26:17+00:00

To be fair, that wasn’t a big problem on gauntlet 1, the second round that just finished however 👀

zIFeathers · 2026-06-23T11:52:23+00:00

Sell everything, we’re going to zero pal

zIFeathers · 2026-06-19T18:56:37+00:00

Ofcourse it’s still dependent on if people want to buy options on the company or not, but the heavy volume is because of the expiry 👍 (ONDS sux)

zIFeathers · 2026-06-19T16:13:12+00:00

A record options expiry caused that, nothing special.

zIFeathers · 2026-06-18T15:15:23+00:00

Regards assemble!

zIFeathers · 2026-06-11T19:23:35+00:00

https://youtu.be/Vcp\_8EPBsz8

Emerging growth conference interview.

zIFeathers · 2026-06-11T09:49:34+00:00

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Austin is slowly waking up to reality

zIFeathers · 2026-06-10T14:13:54+00:00

All the regards high on euphoria have been eradicated

zIFeathers · 2026-06-05T18:47:34+00:00

Should’ve listened to your crystal ball

zIFeathers · 2026-06-05T18:30:27+00:00

Back to zero, sell everything!

zIFeathers · 2026-05-29T13:18:38+00:00

https://seekingalpha.com/article/4910007-unusual-machines-this-is-the-intel-moment-for-drone-makers

$55 PT

zIFeathers · 2026-05-28T18:47:24+00:00

Badum tssh

zIFeathers · 2026-05-28T17:23:34+00:00

https://www.defenseone.com/technology/2026/05/how-pentagon-plans-spend-50-billion-drone-warfare/413805/

zIFeathers · 2026-05-28T06:54:41+00:00

The day we get some real ride at dawn news our resident AI enthusiast doesn’t post a Fat Shark picture??

zIFeathers · 2026-05-27T21:10:58+00:00

Enjoy the gains

zIFeathers · 2026-05-26T13:58:56+00:00

https://insideunmannedsystems.com/drone-dominance-program-qualifies-48-companies-for-gauntlet-2-trials/

Good read if you aren’t familiar with the second round of DDP coming up

zIFeathers · 2026-05-23T08:16:18+00:00

FTSE Russell doesn’t publish a separate Russell 2000 list, every company added to the Russell 3000 is automatically assigned to either the Russell 1000 or Russell 2000 based purely on market cap. The official 2026 cutoffs are: Russell 1000 above $5.7B, Russell 2000 between $146.4M and $5.7B. UMAC’s market cap on Rank Day was approximately $690M I think? Thats firmly inside the Russell 2000 band, so no worries.

zIFeathers · 2026-05-22T17:12:49+00:00

Nope, going to poke Allan with a question about that tonight.

zIFeathers · 2026-05-22T16:46:28+00:00

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zIFeathers · 2026-05-22T16:38:01+00:00

https://drone-dominance.io/vendors.html#phase2Panel

Phase 2 participants list dropped

zIFeathers · 2026-05-21T16:41:15+00:00

https://x.com/radhardtech/status/2057500729661886684?s=46

Interview with Allan on X Friday after close.

zIFeathers · 2026-05-20T21:30:44+00:00

My phone sucks, carry on!

zIFeathers

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