RCAT - Redcat Holdings Inc.

Mentioned as another drone stock benefiting from the tariff-driven rally; watching for continuation.

Reports after hours; keep on radar for earnings reaction.

Military drone technology with Teal 2, Black Widow, Fang drones; Q1 2026 revenue surged to $15.5M from $1.6M; $131.9M cash; partnership with Ukraine and acquisition of APM Swarm Robotics.

Wave 1 builder; down heavily but expected to benefit from first wave of hardware spending.

Bearish momentum, likely to continue sell-off if it breaks below $8.15.

Massive rip potential to the upside if it breaks past $10.65.

Drone stock recovering. Host recommends watching to the upside if it breaks above $12.25.

The host describes Redcat as a leader in drone systems for defense, intelligence gathering, reconnaissance, and situational awareness. Stock is noted as being up big year to date. The host argues that information warfare is the future and drones are the most effective way to gather intelligence.

Focuses on drone systems designed for defense — intelligence gathering, reconnaissance, military operations, and situational awareness. Up 74% YTD. The host connects it directly to growing Pentagon demand for battlefield information dominance.

Drone stock that closed up 32% on Pentagon funding narrative. Keep on radar as opportunity could be there but highly volatile.