THIS IS BIG
The French Justice Minister says that they have "reached the limit" of the country's capacity.
And he wants to see a 3 year moratorium on legal migration.
Things are changing.
$SMCI ๐๐๐
The market is pricing in worst-case โcompany-wide scandalโ vibes when the indictment reads more like โrogue insiders vs. compliant company.โ That feels like an over-reaction. If shorts load up further on the dip, it only magnifies the squeeze potential once the narrative flips.
$VNDA: The FDA has scheduled a hearing for the supplemental New Drug Application (sNDA) for HETLIOZ to treat jet lag (under 21 CFR Part 12), and the Biologics License Application (BLA) for imsidolimab to treat skin conditions has been accepted (a decision is expected in mid-2026). Catalysts in the R&D pipeline continue to accumulate: Tradipitant, for the treatment of nausea caused by GLP-1 receptor agonists, is about to begin Phase 3 clinical trials; additionally, Hetlioz is expected to announce more indications.
Target Price: $14.90 to $15.50
A classic high-probability play for biotech stocksโbuy on dips
#FDA #VNDA #BiotechStocks #SmallCap #Catalysts #PipelinePlay #ValueBiotech #ShortSqueeze
๐จ FDA SATISFIED WITH $HIMS COMPLIANCE REGARDING $NVO COPIES -MEDWATCH
FDA commissioner Marty Makary is enthusiastic about the new collaboration between Novo Nordisk and Hims & Hers
The four overhangs on $HIMS stock price have now been pretty much eviscerated:
- Novo lawsuit
- FDA investigation
- DOJ investigation
- SEC investigation
I AM OFFICIALLY RESTARTING THE $1,000 TO $1,000,000 $SPX 2026 CHALLENGE NEXT MONDAY! ๐ธ
IโM GOING TO RESTART AND LET EVERYONE FOLLOW MY EXACT TRADES FOR COMPLETELY FREE IN A PRIVATE X GROUP CHAT! ๐
LIKE, REPOST, & COMMENT โ$SPXโ TO BE ADDED! โค๏ธโ๐ฅ
YOU MUST BE FOLLOWING ME TO JOIN! โข๏ธ
Yes, verified via FINRA off-exchange data (cross-checked on Fintel): On March 9, 2026, HIMS short sale volume was exactly 54,447,781 shares out of 84,287,932 total volume = 64.60% short ratio. That's 8-18x normal daily short vol (typically 3-7M).
Latest official short interest: 81.01M shares (as of Feb 13 report, ~39% of float). At March 9 close of ~$22.16, that's ~$1.80Bโnot exactly $2B yet but very close amid the +41% price surge and heavy short activity today.
High shorting confirmed, squeeze potential real but uncertain. Not advice.
BREAKING $HIMS 54.4m Short Vol ๐จ๐จ๐จ
Short Sale Vol (Off-Exchange Provided by FINRA) just came out.
Revealed 64.60% short vol ratio to FINRA Total Vol or 54,447,781 shares short vol out of 84,287,932 total vol.
Context: the normal short vol is 3m-7m shares, so today is 770%-1,800% higher than normal.
THIS IS WILD! ๐ณ๐ณ๐ณ๐ณ
Short sellers are GOING ALL IN! No wonder why $HIMS is flat 41% gain today.
We may witness history here folks, the biggest short squeeze in the stock market?
Will we get enough buying pressure to break them?
Will Norges Bank and Citadel put the final nail?
Will retail investors gather enough force?
I don't know, but today price action was impressive and manipulated as much as they could.
Not Financial Advice!
Anduril has one rule: move fast with American-made.
$PDYN (~$330M) is the only company listed in Anduril's Fury supply chain.
Out of every defense contractor in America, Anduril chose them.
GuideTech (Palladyne subsidiary) appears TWICE - Design AND Design Software for the autonomous fighter jet entering production at Arsenal-1 in Q2 2026.
Anduril doesn't put nobodies in their supply chain.
Why $PDYN fits Anduril's timeline:
China 2027 is the deadline. Traditional primes take 10+ years. Anduril needs partners who move at software speed.
GuideTech does exactly that. Founders came from Raytheon Missile Systems. SwarmStrike had first flight 4.5 months from original concept.
The scale of what's coming:
Arsenal-1 at full capacity: 5 million sqft producing tens of thousands of military systems annually. For context, Lockheed produces around 150 advanced fighter jets per year. Anduril is building for mass production.
When Fury scales, $PDYN scales.
The setup:
- FY26 guidance: $24-27M revenue (300%+ Y/Y from ~$8M)
- Direct contracts with U.S. Air Force and Navy
- $10M+ 18-month backlog
- 100,000+ sqft AS9100 certified US manufacturing
- Already supplying programs for $KTOS, $LMT, $BA
- Zero China supply chain exposure
- SwarmOS partnerships with $RCAT and $DPRO
- $50M cash post-acquisitions
- CEO added $100K in shares recently
- CEO compensation tied entirely to stock performance
They just won an Air Force Research Laboratory contract to unify drones, ships, and satellites into one autonomous swarming network. First-ever satellite integration for SwarmOS.
Stock spiked 50%.
Gave back everything.
Now trading BELOW pre-announcement price.
Classic sell the news mispricing. The contract didn't change. The fundamentals didn't change. Only the price did.
But here's the catch:
- Q3 FY25 revenue was $0.86M
- Still operating at a loss
- 16%+ short interest
- Integration risk on GuideTech and Crucis acquisitions
- Execution dependent on defense procurement cycles
$ONDS went $0.51 to $15. $PLTR trades in the stratosphere.
Meanwhile $PDYN - an Anduril Fury supplier with $LMT $BA $KTOS production credentials - sits under $350M.
Asymmetric setup. Execution risk is real until revenue scales.
Worth a closer look.
$PDYN ๐๐๐
Overview of Palladyne AI and Red Cat Holdings Partnership
Palladyne AI Corp. (NASDAQ: PDYN) and Red Cat Holdings, Inc. (NASDAQ: RCAT) have an ongoing strategic partnership focused on advancing autonomous drone technologies for military, government, and commercial applications. The collaboration centers on integrating Palladyneโs Pilot AI (now evolved into SwarmOS/IntelliSwarm) software with Red Catโs Teal drone platforms to enable multi-drone autonomy, real-time object detection, tracking, and collaborative operations without centralized control. This partnership leverages Palladyneโs AI expertise and Red Catโs hardware to create scalable swarming capabilities, potentially positioning them for U.S. Army programs like the Short Range Reconnaissance (SRR).
Key Milestones and Developments
โข Initial Partnership Announcement (October 2024): The companies partnered to embed Palladyneโs Pilot AI into all Teal drones, including fielded units, to facilitate shared situational awareness, autonomous navigation, and sensor fusion for networked drone operations.
โข Early Testing Phases:
โข December 2024: Successful single-drone autonomous tracking flight using Pilot AI to identify and prioritize terrestrial targets.
โข January 2025: First multi-drone collaborative flight with two Teal drones, demonstrating autonomous identification, prioritization, and tracking.
โข Three-Drone Milestone (May 2025): Completed an autonomous cross-platform flight involving three heterogeneous drones (Teal 2 and Black Widow). The test used onboard edge computing for real-time detection and tracking of dynamic/static objects (e.g., humans, vehicles), providing a single operator with enhanced situational awareness under constrained communications. This built on prior tests and was highlighted as a game-changer for defense operations.
โข 2025 Discussions and Scaling: In July 2025, executives from both companies appeared on the Drone Radio Show to discuss scaling to larger swarms and real-world applications in military and commercial sectors.
โข Recent 2026 Updates:
โข February 5, 2026: Palladyne achieved the first flight of IntelliSwarm, integrating its SwarmOS software into the BRAIN X2 flight computer in collaboration with Red Cat. This milestone advances their joint efforts in autonomous swarming for drones.
โข March 2026 Earnings Call: During Palladyneโs Q4 2025 earnings call on March 5, management highlighted the Red Cat partnership as part of ongoing product momentum in edge-based autonomy (including SwarmOS/IntelliSwarm and BRAIN X2). They noted expectations for full certification on RCAT systems within days and intent to pursue larger opportunities. No new formal press releases on this in 2026 were found on Palladyneโs site.
Strategic Implications
The partnership is seen as a growth catalyst, with analysts noting potential for Palladyneโs software to become standard on Teal drones, especially in military contexts. It aligns with broader trends in AI-driven defense tech, emphasizing interoperability and reduced operator burden. Red Catโs inclusion of Palladyne in its Futures Initiative further underscores the collaborationโs role in advancing counter-drone and precision capabilities. This is not financial advice; monitor official channels for further developments.