For the next 30 days, I’d pick UMAC over RCAT, although both could benefit if government orders accelerate. The key risks are higher component costs and the possibility that reshoring expectations are already priced in. I want to see real orders, capacity growth and margin expansion.
My call: UMAC for higher upside potential, RCAT for direct military-drone exposure. If U.S. drone reshoring follows the semiconductor playbook, this could become a major multi-year theme.
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- frosti·09:23You guys really think the supply-chain story beats defense orders? RCAT added three models to the Pentagon quick-buy list, that timing matters more than component cost noiseLikeReport
- zippyzo·09:23UMAC for 30 days makes sense. I’m in for the supply-chain angle too, but I need actual order flow before I get fully loud on itLikeReport
- icycrystal·17:18thanks for sharingLikeReport