Aug. 4 at 5:24 PM
$RCAT This seems so obvious its actually worrisome. We know they won the SRR contract (unless Jeff and gang are some of the most successful fraudsters in history, unlikely.) We can assume this contract will expand as Hegseth has said he wants all squads equipped with drones. We can make a very good guess that FANG will have success at the squad level as it runs on the same controls as Widow. (I assume this as its RCATS pattern.) These two alone are probably close to or exceed a billion dollars in revenue over time. We can also make a educated gamble that RCAT drones will become part of the Euro package that they have agreed to buy. We can also make a good guess that Edge will find a home, if not in the Army in other services such as border patrol. Finally, the wild card is USV, which is in testing now. We can probably assume it will find a good market, although this may be more international. So seems to me its an obvious great investment.