Mike trotsky

No leaders. No rulers. In code we trust.

[Mike trotsky @mike_trotsky]

With El Niño approaching, $BAER could seriously take off. 📈

https://t.co/qqnhdx17mO

[Anp🅰️nman @spacanpanman]

$BAER: 🚨🔥 LAKE STREET CAPITAL INITIATES RESEARCH COVERAGE OF BRIDGER AEROSPACE WITH BUY RATING AND $4.50 PRICE TARGET

The firm sees three reasons to own shares: demand for Bridger's aircraft far exceeds available supply, giving the company significant pricing power and "a clear path" to fleet-driven revenue growth; a wave of federal policy catalysts expanding the addressable market; and the fact that operating leverage is inflecting for one of the nation's largest aerial firefighting companies.

[Mike trotsky @mike_trotsky]

$BAER

[HK @hiteshkar]

$BAER $AIRJ

Are my best names to play El nino. It is unfortunate what the world is going to go through in the next couple of summer months.
I gave entries into them last week. Both up 30-40%

[Ben Deveran @BDeveran]

$BAER I'll be publishing a research report on Bridger Aerospace sometime next week.

I have spent almost a year covering the company, I believe they're at an inflection point — I wanted to issue the report a long time ago but glad I waited.

Every time I thought I had the company figured out, they have continued to surprise me.

I wish I owned more of the stock, Only have 160k shares between personal & family office.

I will highlight everything that I know, and add available information from the database I have that collected ADS-B data on their fleet.

Hoping to get out to Montana sometime this summer as well and meet the company & management team + see the operation / HQ.

I'm very proud of the company and all that they've done, Sam Davis has done an excellent job as CEO — great guy by the way.

As a precursor, I think the Multi Mission (MMA) segment is totally misunderstood by investors/street and I believe has a tremendous amount of upside.

This is apart of a larger effort by myself to get more active with coverage & investing — I have been incredibly busy with work I do on the privately outside of investing in 2026.

[Mike trotsky @mike_trotsky]

@Jason The Knicks are winning it all this year. The sweeps and the point differential are starting to make it look inevitable. They are basically obliterating every team.

[TheStockDon @TheStockDon]

$CING added some here at 5

[TheStockDon @TheStockDon]

$CING

FDA PDUFA date: May 31, 2026

Lead asset CTx-1301 is a next-gen dexmethylphenidate formulation, known molecule, established safety profile, filing under 505(b)(2) pathway. Lower regulatory bar than a novel NDA.

Phase 3 data clean across adult and pediatric populations. Manufacturing partner (Bend Bio Sciences) has deep modified-release oral solid expertise. FDA's mid-review CMC questions appear routine for a 3-pulse timed release formulation — not clinical.

Falcon Creek Capital came in at $5.04 in January with a $12M PIPE, took board seats, and locked up for 180 days. Smart money with aligned incentives bridging to the binary.

$21M market cap going into a May 31 FDA decision on a 100M annual Rx ADHD market.

In sub $5.50. Playing the PDUFA run.

[The Iranian Letter @TheIranianzg3z]

BREAKING: Israeli media reports that Israel is preparing to formally declare the collapse of Iran negotiations, with Channel 12 citing expectations of an official announcement in the coming hours.

The report adds that the United States has given Israel authorization to proceed with strikes on Iranian energy facilities once the announcement is made, amid rising tensions and stalled diplomatic efforts.

Israeli officials and U.S. sources have not publicly confirmed the details.

[Ondas Inc. @OndasHoldings]

Ondas to Report First Quarter 2026 Financial Results on May 14, 2026 at 8:30 AM ET $ONDS

https://t.co/x0OdyI4Fqy

[Kalshi @Kalshi]

JUST IN: US and Iran to hold peace talks Saturday

[Polymarket @Polymarket]

BREAKING: Netanyahu announces Israel will begin negotiations with Lebanon.

[BMSInvests @BMSInvests]

$ONDS

CNBC — Drone industry is on pace for big Pentagon contracts. These stocks would benefit the most.

https://t.co/fj58nMj6jW

[TipRanks @TipRanks]

Ondas $ONDS announced that its subsidiary, 4M Defense, has won a competitive tender for a large-scale demining project along a strategic border region, with near-term and follow-on orders expected to represent over $50 million in program value. The project is in addition to Ondas' previously announced $30 million demining program, reinforcing its role as a key provider of next-generation technologies for evolving border infrastructure and protection programs, with additional potential for hundreds of millions of dollars for future border security systems implementations.

[Shay Boloor @StockSavvyShay]

$ONDS subsidiary 4M Defense won a border demining tender with potential value above $50M.

It is another sign that Ondas is starting to win larger autonomous defense programs with room to scale well beyond the initial award.

[Eric Brock @CeoOndas]

The Ondas' operating platform is working to drive accretion of customer, partner and shareholder value...

The Core + Strategic growth program drives the growth “double dip” combining strong market tailwinds + scaled execution (the OAS platform).

4M now shows the next phase: expansion through systems-of-systems integration. 👊🏽

[Eric Brock @CeoOndas]

Friday’s FY27 defense budget request from Donald Trump shows a step function change in defense spending.

$1.5T total spend with an “unprecedented” focus on unmanned, CUAS, and long-range strike, including ~$63B for autonomous systems which is a 6-fold increase vs. FY26 (see Needham).

The unmanned Supercycle has clearly launched. 👊🏽

[Ondas Inc. @OndasHoldings]

Ondas’ 4M Defense wins a competitive tender with expected value exceeding $50M for a large-scale demining program tied to $1.7B Eastern Border initiative led by the Israel Ministry of Defense.

Advancing AI-enabled robotics for complex, mission-critical environments. $ONDS

https://t.co/rCtuV47yYQ

[First Squawk @FirstSquawk]

WHITE HOUSE OFFICIAL: PRESIDENT TRUMP CONFIDENT AN AGREEMENT WILL BE REACHED SOON - AL JAZEERA

[Al Jazeera English @AJEnglish]

BREAKING: Iran’s FM Abbas Araghchi confirms to Al Jazeera that messages have been exchanged with the US either directly or through friends in the region.

🔴 LIVE updates: https://t.co/WRo2670zE9