Chasing the Wind

I think I’m the inverse of the market on this $DPRO News. This is likely a contractor who works across multiple countries militaries. I expect this news will be a leading indicator for future sales. I bought on the news and am hoping for $11/share by 2026.

Personally I like both $DPRO & $ONDS. Drone stocks are not one versus the other. It is a sector play and a raising tide lifts all ships. My favorites right now in Order are: 1. $DPRO 2. $MOB 3. $ONDS I also like $UAVS, and got out of it too early. I don’t currently love…

The story I find the most interesting in the stock market is the Core Scientific & CoreWeave deal that appears to be falling a part. On Friday $CORZ traded positive +0.5%, while $CRWV traded down 3.65%. Both companies report earnings in early August. I see the following as…

Is it politically correct yet, to start asking why Core Scientific $CORZ Shareholders would vote “yes” on the CoreWeave $CRWV Offer?

Strong buying in $VVOS and I know the shorting is continuing as I’ve had some of my shares borrowed by shorts. The loan rate has dropped pretty significantly and I expect it will continue. Long term investment thesis remains: 1. New products with MediCare approval. 2.…

Continue to see 50% short sale ratio with 180%+ loan rate on $DPRO. Only two outcomes here: 1. The stock price declines. 2. The stock starts to squeeze.

Nasdaq 100 (100 largest companies in Nasdaq excluding financials) have gone 61 consecutive days without closing below the 20-day moving average, the longest streak since 1999 🚨🚨🚨

Yesterday, I posted numerous stocks that I like. The truth is that I still like them, but I think the market is flashing correction. I sold 70% of my holdings and shorted the QQQ. I think I will sit out the Mag 7 earnings and see where we are. Remember the Buffet indicator…

5 stocks I like, not financial advice: 1. $VVOS- This company is a small cap. They have a recent Medicare approval for a sleep apnea device that scored well in a European study versus other devices, particularly in pediatric patients. The company owns a large sleep apnea clinic…

It appears buying is happening in $VVOS. I had all my shares returned to me that were on loan. I view this as positive, although, admittedly I was down on the week. Fundamentals are unchanged: 1. Small float. 2. Revenue increasing from operations. 3. Medicare approval on…

The silence is deafening on $CORZ. Since the announcement of the acquisition, the CEO has not done a single interview that I’m aware of. I’ve received no response from investor relations after multiple emails (along with many others I know). The $9 billion acquisition is…

I’ve been posting about my excitement in the drone sector. In truth I think a huge run has begun that will see a 10x for many companies. My largest holding at the start of the day was $uavs, so why did I sell it today? 1. Sold for greater than 40% gain. 2. I’m in love with…

$UAVS up 30% on department of defense approval. Drones are hot! $ONDS, $MOB, $KTOS