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@SmokeySnipe XanderXander posts on X about $rcat, $onds, drones, $schd the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XX%
Social topic influence $rcat #2, $onds #61, drones #504, $schd 10%, $krknf #10, core 10%, contracts #441, dividend 5%, $umac 5%, red X%
Top accounts mentioned or mentioned by @networthnotes @mrderivatives @camrrowe @itschrisray @firedupwealth @brianferoldi @kalshi @tradesignalus @mchurchphoto
Top assets mentioned Ondas Holdings Inc. Common Stock (ONDS) Cameco Corporation (CCJ)
Top posts by engagements in the last XX hours
"@NetWorthNotes $SCHD isnt a bad one either. With even small amounts of capital the dividend can buy you more full shares"
X Link 2025-12-09T19:04Z XX followers, XX engagements
"@NetWorthNotes By this I mean $SCHD"
X Link 2025-12-09T19:15Z XX followers, XX engagements
"@camrrowe This is why I am betting big on drone technology. $ONDS $RCAT $UMAC $KRKNF are a few names that can capitalize big"
X Link 2025-12-10T22:45Z XXX followers, XXX engagements
"@NetWorthNotes Yes very hard. Especially in the current conditions. But when things get more choppy an uncertain this tends to stay flat which can be nice to rotate into during those times to keep your capital working"
X Link 2025-12-09T19:15Z XXX followers, XX engagements
"Ive been digging into X recent sell-side / industry pieces on Red Cat ( $RCAT ) a U.S. defense drone name. TLDR: its a high-beta way to play the unmanned systems supercycle. Drones arent the future of defense spending anymore they are the present"
X Link 2025-12-10T16:02Z XXX followers, XXX engagements
"The core thesis: U.S. & allies are in a generational shift toward unmanned systems A $15B+ next-gen unmanned spend cycle is ramping Small ISR & FPV drones are becoming must-have kit not toys RCAT is a U.S.-based NDAA-compliant supplier sitting right in that lane"
X Link 2025-12-10T16:02Z XXX followers, XX engagements
"The big near-term catalyst is the Armys SRR2 (Short Range Reconnaissance Tranche 2) program. Analysts see: FRP (full-rate production) decision in 4Q25 $100M+ per year in 202627 from SRR2 alone $200M total opportunity over the next two years if it ramps as expected This is the inflection point for RCAT"
X Link 2025-12-10T16:02Z XXX followers, XX engagements
"$RCAT isnt just one drone contract: Launching the FANG F7 FPV drone retrievable low-cost NDAA-compliant built in the U.S. Building out unmanned surface vessels (USVs) via a Blue Ops JV using battlefield-tested U.K. tech Targeting NATO & allied customers with first orders expected around late XX Its slowly becoming a multi-domain unmanned player"
X Link 2025-12-10T16:02Z XXX followers, XX engagements
"The numbers the Street is underwriting 👇 2025E revenue: $60M 2026E revenue: $125M (100%+ growth) Valuation: 15x 2026 sales $XX PT vs mid-teens stock price when the notes were written All X reports are Buy-rated and view $RCAT as a premium-multiple name if it executes"
X Link 2025-12-10T16:02Z XXX followers, XX engagements
"But this is not a sleepy defense stock: Key risks: SRR2 is IDIQ = no guaranteed volumes Defense budgets & procurement timing are messy Execution risk scaling manufacturing Competition from both primes & scrappy drone startups Still loss-making with negative FCF while it scales High upside high volatility"
X Link 2025-12-10T16:02Z XXX followers, XX engagements
"So is $RCAT a good way to play the defense spending drones thesis IMO: ✅ Very pure leveraged exposure to drones & unmanned systems ✅ Directly tied to U.S. + NATO modernization NDAA-compliant ⚠Single-name & single-program risk is real For me this is a satellite not a core if youre comfortable with the risk"
X Link 2025-12-10T16:02Z XXX followers, XXX engagements
"@itschrisray Could not be more bullish on $ONDS"
X Link 2025-12-10T16:07Z XXX followers, XXX engagements
"@FIREDUpWealth $RCAT $ONDS and $KRKNF The drone supercycle is just starting"
X Link 2025-12-10T16:07Z XXX followers, XXX engagements
"@Mr_Derivatives The gap fill trade looks very tempting"
X Link 2025-12-10T19:50Z XXX followers, XXX engagements
"The $80B U.S. support package isnt a green light yet. Utilities are in show me mode. They want clarity on fixed-price contracts durability of subsidies and timelines. StillBernstein sees realistic potential for X U.S. AP1000 FID per year starting in 2027"
X Link 2025-12-11T02:26Z XXX followers, XX engagements
"Why this matters for $CCJ: Cameco owns XX% of Westinghouse. As AP1000 buildouts scale Westinghouse services + engineering contracts generate recurring EBITDA not exposed to capex blowouts like Vogtle. Bernstein models $340M EBITDA per new build (years 110)"
X Link 2025-12-11T02:27Z XXX followers, XX engagements
"@BrianFeroldi in your teens ;)"
X Link 2025-12-11T02:50Z XXX followers, XX engagements
"@Kalshi Finally I can take a nap or drink behind the wheel"
X Link 2025-12-11T02:52Z XXX followers, XX engagements
"@Mr_Derivatives Things could get ugly"
X Link 2025-12-11T04:01Z XXX followers, X engagements
"@Mr_Derivatives the dump is starting"
X Link 2025-12-11T04:05Z XXX followers, XXX engagements