JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
https://t.co/JzzwCrbJgS
I was listening to a podcast with @ChrisCamillo, and he said something simple that every investor should think about:
“Every day that you hold a stock is another day that you are choosing to buy that stock.”
Every day, a thesis can change. You need to constantly review your book and ask yourself whether the original thesis is still intact. Holding is not passive. It is an active decision to continue owning the position. Each day is a new re-entry into the position.
📅 Set your reminder. June 4: The PDT rule will be eliminated, and the $25,000 minimum account balance requirement will officially end.
What it means for you: We will be wiping all past PDT flags clean. Soon, customers will be able to trade on Robinhood without worrying about day trading limits again.
President Trump is now investing billions into drones.
He is replacing Chinese technology in military.
Here's 7 companies with 10x-20x probabilty:
1. $ONDS — Iron Drone Raider
→ Autonomously intercepts hostile drones mid-air using a net (no jamming)
→ Customers: Middle East military, UAE, NATO Europe, U.S. public safety
→ Revenue up 555% YoY. $14.4M in defense orders in 2024 alone.
2. $AVAV — Switchblade 600 + Puma
→ Tube-launched kamikaze drone that destroys armored targets on impact
→ Customers: U.S. Army, Marine Corps, Italy MoD, NATO allies, Ukraine (via FMS)
→ $874M Army contract + $990M Switchblade IDIQ. Scaling to 1,200 units/month.
3. $KTOS — XQ-58A Valkyrie
→ High-subsonic combat drone that flies alongside F-35s as a loyal wingman
→ Customers: U.S. Air Force, U.S. Marine Corps, Space Force, international militaries
→ $231.5M Marine Corps contract + $1.45B Pentagon prime. Revenue $1.3B (+19% YoY).
4. $AVEX — Group 3 OWA UAS
→ 3D-printed one-way attack drone built for GPS-denied environments at scale
→ Customers: U.S. Air Force
→ $18.5M Air Force contract (May 2026). Just raised $320M in April 2026 IPO.
5. $UMAC — NDAA-compliant drone components
→ Not a drone maker — they're the supply chain. Motors, FPV systems, flight controllers that replace banned Chinese parts.
→ Customers: U.S. Army, Red Cat Holdings, DoD Blue UAS approved vendors
→ $12.8M Army component deal. Florida motor factory coming online.
6. $RCAT — Black Widow + FANG FPV
→ Soldier-portable recon drone + FPV strike drone for platoon-level ops
→ Customers: U.S. Army (Program of Record), NATO, Air Force Special Ops
→ Army acquisition target: 5,880 Black Widow units over 5 years.
7. $DPRO — Flex FPV + Commander 3XL
→ Tactical FPV drones deployed with active U.S. Army units — they also teach soldiers to build them in the field
→ Customers: U.S. Army, Dept of War units, Asia-Pacific military, Babcock International
→ Production scaling from $5M to $100M capacity in 2026.
♻️ RESHARE this post and write 1 comment, I'll DM you my top 2 drone companies to be bought by Trump.
@AssAndAttitude At some point you realise it’s not about likes or rules it’s about character and accountability, because behaviour always shows up eventually.
i dated a nigga that was in every bitch likes bc it’s “not that serious” & he fucked everybody. then i dated a nigga who did not play that shit bc to him likes means you wanna fuck. you would NEVER catch him liking no girls pictures. & he fucked everybody.