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[Brian Siegel, IRC, MBA @bsiegelIR]

$PDYN So the @AFResearchLab contract is officially signed and in backlog, to expand SwarmOS into the space domain to connect autonomous systems across space, air, land and sea. Sure seems like the DoW is seeing something here that the investment community hasn't fully acknowledged yet. Unfortunately, we can't fight the tape so when the drone/defense tech sector is done resting, this stock needs to be on your list.

@haydenir @PolarizingLit @HenryInvests @sunao_viewer @StockSavvyShay @stocks4545 @TheRonnieVShow @SJCapitalInvest @GrumpierBTDay @LilyFunds @RedCatHoldings @KawzInvests @SuperDuperInvst @USArmy @SecWar @CENTCOM @us_navyseals @USASOCNews @AFSpecOpsCmd @USSOCOM @thejointstaff @HyperTechInvest @nick88886666 @GeoInvesting @MSmicrocaps @NasdaqExchange @stockseer @TheBigBerbowski @aleabitoreddit @daniel_koss @mkfilko @FinnStockinger $OUST $AVEX $MOB $RCAT $ONDS $DPRO $SWMR $KTOS $RKLB $FLY $PL $RDW $LUNR $AVAV $SPCX

[HaydenIR @haydenir]

$FEAM https://t.co/HoNrlYguy5

[HaydenIR @haydenir]

$VELO https://t.co/CjjILD2SG8

[HaydenIR @haydenir]

$CURI https://t.co/MU8QQnbfqZ

[HaydenIR @haydenir]

$CITR https://t.co/WrjitwAiAL

[HaydenIR @haydenir]

$VELO https://t.co/SQaLeEkZ1n

[HaydenIR @haydenir]

$VELO https://t.co/U2dF3Go2Yo

[Brian Siegel, IRC, MBA @bsiegelIR]

$PDYN
This week, Palladyne AI is with the @4thInfDiv , Fort Carson in preparation for #PCC6, beginning with classroom instruction on SwarmOS™ and Gremlin-X™.

SwarmOS embodied AI software is platform-agnostic and transforms tactical UAVs into a powerful force multiplier, enabling fleets to autonomously detect and track high-value targets while minimizing operator burden.

Gremlin-X is a reusable but attritable mini-bomber multi-rotor UAV designed to deliver munitions with precision in denied, degraded, intermittent, and limited environments.

Together, SwarmOS and Gremlin-X combine platform-agnostic collaborative autonomy with a reusable but attritable mini-bomber UAV to deliver hunter-killer capabilities that help operators move faster, collaborate more effectively, and accelerate decision-making in dynamic mission environments.

@haydenir @PolarizingLit @HenryInvests @sunao_viewer @StockSavvyShay @stocks4545
@TheRonnieVShow @SJCapitalInvest @GrumpierBTDay @LilyFunds @RedCatHoldings
@KawzInvests @SuperDuperInvst @USArmy @SecWar
@CENTCOM @us_navyseals @USASOCNews @AFSpecOpsCmd @USSOCOM @thejointstaff @HyperTechInvest @nick88886666 @GeoInvesting @MSmicrocaps @NasdaqExchange @stockseer @TheBigBerbowski @aleabitoreddit @daniel_koss @mkfilko @FinnStockinger $OUST $AVEX $MOB $RCAT $ONDS $DPRO $SWMR $KTOS $RKLB $FLY $PL $RDW $LUNR $AVAV

[Brian Siegel, IRC, MBA @bsiegelIR]

$PDYN

[Brian Siegel, IRC, MBA @bsiegelIR]

Today's $PDYN news should add an important piece to the puzzle - adding a retired flag officer that most recently oversaw Golden Dome, Space and Missiles should send a few messages: https://t.co/R07Ttuzfgc

1. $PDYN absolutely believes it has a role in Golden Dome and Space.

2. This latest in a series of retired Flag officers joining the Company's defense board implies they clearly believe there is something about $PDYN the US military needs.

This company isn't positioned just for near-term news/stock pops, it is positioning itself to potentially become a multi-$B hybrid prime.

@haydenir @PolarizingLit @HenryInvests @sunao_viewer @StockSavvyShay @stocks4545
@TheRonnieVShow @SJCapitalInvest @GrumpierBTDay @LilyFunds @RedCatHoldings
@KawzInvests @SuperDuperInvst @USArmy @SecWar
@CENTCOM @us_navyseals @USASOCNews @AFSpecOpsCmd @USSOCOM @thejointstaff @HyperTechInvest @nick88886666 @GeoInvesting
@MSmicrocaps @NasdaqExchange @stockseer
@TheBigBerbowski @aleabitoreddit @daniel_koss
@mkfilko @FinnStockinger $OUST $AVEX $MOB $RCAT $ONDS $DPRO $SWMR @anduriltech $KTOS $RKLB $FLY $PL $RDW $LUNR $AVAV

[Henry @HenryInvests]

Buda Juice $BUDA Planet MicroCap 2026

[Brian Siegel, IRC, MBA @bsiegelIR]

$IBAT.V $IBATF just reported Q4 and full year fiscal 2026 results — and the headline isn't the financials. Tune into the webcast today at 11:00 a.m. Eastern Time https://t.co/ZXTDFB6BoA

They are in active commercial discussions with multiple operators who have tested their own brine through our system. They're down the road on two potential opportunities to redeploy the existing MDLE plant and optimistic about getting to a signed deployment agreement soon. That's the most direct we've ever been about where things stand.

The technology is holding up across every brine we throw at it. Smackover in Texas and Arkansas. Middle East. Argentina. 98% lithium recovery. 99%+ contaminant rejection. 1,200+ cycles on a single column with zero degradation.

Different brines. Same results. Now let's close a deal (or two).

@DavegiudiceDave @jczuleta @TSoumyaraj @ErnestScheyder @TrentBlair19 @RKEquityRocks
@haydenir @benchmarkmin #DLE #Lithium #smackover #EV #bess $SLI $LAC $LIB.V
$VLTLF $ALB @IBAT_DLE

[HaydenIR @haydenir]

We have many other clients presenting as well so check out the conference agenda, including $TSSI $ACCS $FEAM $CITR $JSDA $KWY $PPSI $VELO

[Brian Siegel, IRC, MBA @bsiegelIR]

Tune-in to @PlanetMicroCap @MicroCapClub presentations today:

$ZDGE 1130 Pacific - Zedge is a valuation/capital returns play with a core business that has returned to growth through strong monetization, w/optionality through new product development, including their https://t.co/E9NnBcegTx LLM model training offering. Good FCF & roughly 13% FCF yield https://t.co/NU0D6lL0HE

$BUDA 12:00 Pacific - is a profitable, FCF generating revenue growth acceleration play with a highly differentiated/unique Ultra Fresh model for CPG/beverage. They added WalMart as a new customer and the stock is down on that news for some reason. Crazy. https://t.co/s8YGlFORju

[Brian Siegel, IRC, MBA @bsiegelIR]

$PDYN Building on last week's transformational strategic announcement with IAI (https://t.co/khrbzx12Wf) and yesterday's IVY Mass exercise announcement ( ), the @USArmy Applications Lab (AAL) awarded $PDYN two contracts under the Disruptive Applications BAA to research, develop, and operationally validate SwarmOS and Gremlin-X with warfighters in the field and UAVs/Loitering munitions from other OEMs running SwarmOS (read in between the lines that these are new OEM relationships since we didn't name our existing ones).

Not a study. Not an SBIR. Not a contest. Funded operational exercise.

SwarmOS enables a single operator to command a heterogeneous team of unmanned systems from multiple manufacturers simultaneously, with no dependence on centralized communications infrastructure. It runs on edge hardware in denied and degraded environments. The Army picked it competitively.

Gremlin-X is a reusable but attritable Group 2 strike UAS. The airframe comes back. Recurring cost per strike is driven by the munition, not the platform, a structurally different economics model from traditional loitering munitions.

Both systems will be demonstrated across multiple @4thInfDiv (4ID) exercises in Colorado and California, integrated with ATAK, the Army's deployed command and control interface, evaluated directly against 4ID Reconnaissance and Target Acquisition mission requirements.

Doug Dynes, President of Palladyne Aerospace and Defense: "a decisive shift... moving from evaluation to funded operational use in the field" with "a strong pathway toward programs of record."

Northern Strike 26-2 is next.

@haydenir @PolarizingLit @HenryInvests @sunao_viewer @StockSavvyShay @stocks4545
@TheRonnieVShow @SJCapitalInvest @GrumpierBTDay @LilyFunds @RedCatHoldings
@KawzInvests @SuperDuperInvst @USArmy
@SecWar @CENTCOM @us_navyseals @USASOCNews @AFSpecOpsCmd @USSOCOM
@thejointstaff @HyperTechInvest @nick88886666
@GeoInvesting @MSmicrocaps @NasdaqExchange
@stockseer @TheBigBerbowski @aleabitoreddit
@daniel_koss @mkfilko @FinnStockinger $OUST
$AVEX $MOB $RCAT $ONDS $DPRO $SWMR @anduriltech $KTOS $RKLB $FLY $PL $RDW $LUNR
$AVAV

[Brian Siegel, IRC, MBA @bsiegelIR]

$PDYN News:
Palladyne AI just completed a live deployment of SwarmOS during Ivy Mass, a @4thInfDiv multi-domain fire support and command-and-control exercise involving thousands of troops.

Not a lab. Not a simulation. Not a contest. A live Army exercise.

SwarmOS ran on third-party OEM ISR drones (not $RCAT or $DPRO 😉), enabling a single operator to command a heterogeneous swarm hunting targets across the battlespace. Gremlin-X, running IntelliSwarm, handled the kill.

Hunter. Killer. One operator. One interface.

All of it integrated with the @USArmy's Next-Generation Command and Control prototype ecosystem, streaming live target tracks and compressing the sensor-to-shooter timeline. No cloud dependency. Communications-contested environment.

Dr. Denis Garagic, CTO and co-founder: "SwarmOS operated in communications-contested environments and enabled a heterogeneous fleet of drones to autonomously adapt in real time within the Army's own command-and-control ecosystem."

Doug Dynes, President of Palladyne Aerospace and Defense: "SwarmOS delivered a faster, more lethal kill chain, field-ready today, for the exact mission set the Department of War is investing in."

@haydenir @PolarizingLit @HenryInvests @sunao_viewer @StockSavvyShay @stocks4545
@TheRonnieVShow @SJCapitalInvest @GrumpierBTDay @LilyFunds @RedCatHoldings @KawzInvests @SuperDuperInvst @USArmy @HyperTechInvest @nick88886666 @GeoInvesting @MSmicrocaps @NasdaqExchange @stockseer @TheBigBerbowski @aleabitoreddit @daniel_koss @FinnStockinger $OUST $AVEX $MOB $RCAT $ONDS $DPRO $SWMR @anduriltech $KTOS $RKLB $FLY $PL $RDW $LUNR $AVAV

[Brian Siegel, IRC, MBA @bsiegelIR]

This is a really well done write up on $PDYN for those that are new to the story. This name is under-followed and doesn't carry the hype of others in the space. For anyone that is interested in why this company is building a winner for the long-term. The proof is starting this year.

@haydenir @PolarizingLit @HenryInvests @sunao_viewer @StockSavvyShay @stocks4545
@TheRonnieVShow @SJCapitalInvest @GrumpierBTDay @LilyFunds @RedCatHoldings
@KawzInvests @SuperDuperInvst @USArmy
@SecWar @CENTCOM @us_navyseals @USASOCNews @AFSpecOpsCmd @USSOCOM
@thejointstaff @HyperTechInvest @nick88886666
@GeoInvesting @MSmicrocaps @NasdaqExchange
@stockseer @TheBigBerbowski @aleabitoreddit
@daniel_koss @mkfilko $OUST
$AVEX $MOB $RCAT $ONDS $DPRO $SWMR @anduriltech $KTOS $RKLB $FLY $PL $RDW $LUNR
$AVAV

[Brian Siegel, IRC, MBA @bsiegelIR]

$ZDGE Q3 FY26 earnings thread 🧵

Good quarter for Zedge.

FCF +55% YoY to $1.2M - now up 10% YTD.

Core business is working:
Subscription rev +32% YoY. Active subs hit ~1.3M, up 41%. Nine straight quarters of sub growth.

ARPMAU $0.119, up 21%. Zedge Premium GTV +17%.
All signals that Zedge is monetizing more effectively by targeting higher value users.

Ad revenue down but the composition needs a closer look, as Emojipedia was the culprit (this business is in harvest mode and provides huge margins). Zedge Marketplace ad rev essentially flat YoY, which is actually resilient given prior year had a $450K one-time partner bonus that didn't repeat. Effectively, without this bonus, ad revenue would have been up and total company revenue growth would have increased by another >9%.

https://t.co/TFqN352Oq8 LLM training business hit a real milestone - First six-figure order fulfilled this quarter from an existing enterprise customer. Repeat business from a leading tech company. Still early and lumpy, but this is proof of execution at scale.

Tapedeck catalog expanding. Just signed Cinq Music (Jason Derulo, T.I.), Tuff Gong Distribution (Bob & Rita Marley catalog) and BWL Entertainment (Betty Wright estate).

Balance sheet is clean:
$19.7M cash. Zero debt. Increased dividend 25% earlier in the quarter.

Board just added $2M to buyback authorization — $2.2M now available.

DataSeeds and Product Innovation Team not priced in.
Tune into the call at 430 ET here: https://t.co/lEZ1wjWzKi

#Earnings #FreeCashFlow #AI #ZDGE #smallcaps #DataSeeds #investing #microcaps #GROWTH
@realLigerCub @stocks4545 @PolarizingLit @haydenir @HenryInvests @DeepSailCapital @InvestorMexican @GrumpierBTDay @IPOtweet @DeepSailCapital @KyleAdamsStocks @DMetropolitan @TrentBlair19 @SCMRE111 @majgeoinvesting @MSmicrocaps @GeoInvesting @onecentinvest @ipo_candy @MoneyMarkStocks @BreakoutInvestr @Mike10947310 @ElGatoPartners @OlivierColombo @iancassel @theLDMicro #AI @MikeDDKing @Mike10947310 @RagweedCapital @InmanRoshi @ResearRagnarok @apeish_but_not @ToffCap @BrettMaas @TrentBlair19 @shantaram83

[Brian Siegel, IRC, MBA @bsiegelIR]

$BUDA on sale today! Not FA, but my speculation is this is likely an individual investor from the IPO freaking out about the market.

First day it has cracked the IPO price. They have a full schedule next week at Planet Micro! Looking forward to meeting many of you next week. Check out the presentation.

#GROWTH #profits #freecashflow @realLigerCub
@stocks4545 @PolarizingLit @haydenir @HenryInvests @DeepSailCapital @InvestorMexican
@GrumpierBTDay @dallasnews @IPOtweet @DeepSailCapital @KyleAdamsStocks @DMetropolitan @TrentBlair19 @SCMRE111 @majgeoinvesting @MSmicrocaps @GeoInvesting @onecentinvest @ipo_candy @MoneyMarkStocks @BreakoutInvestr @Mike10947310 @stocks4545 @ElGatoPartners @OlivierColombo @iancassel $SUJA $MAMA $WMT $BOF $OFRM

[Brian Siegel, IRC, MBA @bsiegelIR]

#DLE #Lithium $IBAT.V $IBATF #EV #BESS #Batteries
So this is a company I haven't talked about much as it is pre-revenue and the lithium market was dead until about 6 months ago.

Not FA. I'm long $IBATF and they are a client. It is essentially a call option on their technology be adopted, and they are late in the process with two active opportunities, one through their partner in the Middle East and one in the Smackover formation in the U.S. (the latter of which has both independent resource owners and large IOCs with land that are evaluating lithium extraction projects).

They have a Direct Lithium Extraction technology and process that is considered to be among the best, if not the best out there. See the release below.

So why now:

Lithium Carbonate prices have nearly tripled from a low of ~$8k to nearly $24k. This has made lithium projects in the U.S. economically viable and has significantly accelerated project development activity by lithium resource owners, as evidenced by the sheer number of brine resources IBAT is testing.

IBAT is one of the few domestic companies that can say is fully-American content. Most get their media from China or elsewhere.

IBAT is one of the few companies to have deployed a commercial plant at scale in the U.S. As I said, they are also looking at opportunities in the Middle East, as well as S. America

Strong management team with success in related, publicly traded businesses.

They will provide updates on their financial results call next week.

See the post below about some recent testing they've done.

$LIB.V $ALB $SLI $LAC

[International Battery Metals (Official) @IBAT_DLE]

$IBATF $IBAT just dropped Smackover DLE test results. We have now tested brine from multiple resource owners across the Smackover (and also the Middle East and South America). Here's the release: https://t.co/hAwMfLHyYG

98% lithium recovery.

99%+ contaminant rejection.

1,200 cycles on a single column with zero degradation.

All-American content.

Same technology that produced lithium chloride from synthetic brine in Utah that was refined into 25 tonnes of battery-grade lithium carbonate. The technology does not flinch.

We are late in the process with two potential customers, one in the middle east and one in the Smackover.

Tune in next week for our year end financial results call.

Tagging a few lithium gurus we follow here as things could get interesting in the coming months. If there are others we should be following, let us know!
@DavegiudiceDave @jczuleta @TSoumyaraj @ErnestScheyder @TrentBlair19 @RKEquityRocks @bsiegelIR @haydenir @benchmarkmin

#DLE #Lithium #smackover #EV #bess $SLI $LAC $LIB.V $VLTLF