RCAT
Red Cat Holdings, Inc. Common Stock
stock NASDAQ

Trump already had plans for tariffs on drones and drone parts since 2025. His son join the advisor board for UMAC - Unusual Machines back in 2024 right after Trump was elected for president
Yes RCAT passed ONDS in share value but ONDS has a bigger market cap it’s at $5 billion while RCAT is only $1.7 billion. Look at the daily volume everyone is buying ONDS right now, I hold both
https://preview.redd.it/haytxn82sgjh1.jpeg?width=1242&format=pjpg&auto=webp&s=a5e7cf286b6dedef6d80a3e3e55a64b68db7c3af

How’d you know trump would ban tariffs- didn’t that get announced today?
Also, RCAT just surpassed onds in share value 👀

RCAT

Trump just put a tariff on imported drone parts, which will benefit Ondas Redcat UMAC Palladyne and Lightpath long term. Ondas was also selected to develop low cost drones for the IDF per TheJerusalemPost beating Elbit Systems and Rafael (France). Former Mossad director is now the Global President and Chairman. They also have a The Air Force Security forces and Space force now use DB4 Drones Busters. Their revenues went from $4 million in Q1 2025 to $83 million in Q3 2026. The CEO announced they are targeted $1.5 billion in revenues by 2030. They are also expanding the size of their manufacturing facilities and have scaled palantir foundry all cross their business. Just type in $ONDS and @CeoOndas on twitter you can find a ton of info about them. Don’t sleep on $UMAC $RCAT $PDYN either even Palladyne just got a license and partnered Israeli aerospace industries to build Harpy, Harop, and Mini-Harpy kamikaze drones in the US. They will sell those drones to the pentagon/department of war.
https://investor.palladyneai.com/news-releases/news-release-details/palladyne-ai-and-iai-form-partnership-manufacture-and-sell
https://breakingdefense.com/2026/06/palladyne-ai-partners-with-iai-to-bring-israeli-harpy-harop-drones-to-us/

First of all they are nearly as similar as you can find in stocks. Second, RDW is a “dead stock”? Hey dumbass, if you look at any timeframe (5D, 1M, 6M, YTD, 1Y, etc.) it has outperformed RCAT by a wide margin… you clearly have no idea what you’re taking about. Move on

That was too easy. UMAC up 23%, RCAT up 13%.
Both still buys the majority of its parts from China. I guess 100% full pass on tariffs cost to their main customer: military--aka you. If you got in congrats (got a few bennies too), but get out... now.
What else am I missing?

RCAT full port

RCAT

RCAT went up from $8 to $11

RCAT and UMAC are on fire

Happy Friday Jimmy Chill! BOO yah!
also RCAT mee YOW

[https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-bolsters-national-security-and-strengthens-u-s-supply-chains-by-imposing-tariffs-on-drones-and-their-parts-and-components/](https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-bolsters-national-security-and-strengthens-u-s-supply-chains-by-imposing-tariffs-on-drones-and-their-parts-and-components/)
>**SECURING AMERICAN DRONE DOMINANCE:** Today, President Donald J. Trump signed a Proclamation to address the national security threat posed by imports of drones and their components, including by strengthening America’s drone industry and supply chain.
>The Proclamation imposes a 100% *ad valorem* tariff on drones of a certain size or with certain capabilities that are particularly sensitive for national security purposes, docking stations of these drones, and certain critical components of these drones. This drone category includes drones with a maximum takeoff weight of more than 25 kilograms and drones with thermal imaging capabilities. 
>The Proclamation imposes a 25% *ad valorem* tariff on certain drones that are smaller in size and lack certain capabilities that particularly implicate national security, and on other drone components. 
>The Proclamation imposes a 15% *ad valorem* tariff on drones and components from the European Union, Japan, Liechtenstein, Republic of Korea, Switzerland, and Taiwan, and a 10% *ad valorem* tariff for drones from the United Kingdom, provided that substantially all hardware, software, and technology originates from within these countries and the United States.  
>The Proclamation authorizes the Secretary of Commerce to establish an onshoring program for companies making new investments in manufacturing drones and drone components. 
>The tariffs will take effect 21 days after signing.  For components of drones that are not particularly sensitive, the tariffs will take effect 180 days after signing.  
>For products and components that the Department of War has approved for an exemption from the Federal Communications Commission’s Covered List within 20 days of signing, the tariffs will take effect 180 days after signing. 
>**STRENGTHENING NATIONAL SECURITY:** President Trump’s drone tariff program will protect the national security of the United States and its defense and defense-adjacent industrial base, supporting and creating American jobs. 
>Drones are a key technology in modern armed conflict and critical for present and future U.S. military operations. 
>Drones used for both commercial and U.S. military purposes rely on foreign sources for critical Unmanned Aircraft System (UAS) components, which poses significant risks to U.S. national security and creates cybersecurity vulnerabilities. 
>U.S. drone production needs to be expanded rapidly to ensure U.S. national and economic security. 
>**BUILDING ON A RECORD OF SECURING CRITICAL INDUSTRIES:** President Trump has long recognized that America’s national security and economic strength depend on rebuilding key sectors of our industrial base. 
>In his first term, President Trump revolutionized international trade by using Section 232 to address decades of short-sighted, globalist trade policies that hollowed out our domestic steel and aluminum industries, impairing our national security.
>Since returning to office, President Trump has continued taking actions under Section 232 to protect and strengthen domestic manufacturing critical to our national and economic security, including imposing and strengthening tariffs on key goods such as steel, aluminum, copper, trucks, automobiles, timber, lumber, and pharmaceuticals.
>In June 2025, President Trump signed an Executive Order unleashing American drone dominance to ensure continued American leadership in the development, commercialization, and export of drones by prioritizing U.S.-manufactured drones, promoting their export and taking action to ensure our technology remains secure from undue foreign influence and exploitation.
>In June 2025, President Trump signed an Executive Order to ensure American sovereignty over its skies and a safe and secure airspace to counter the then-escalating misuse of drones.
>Through negotiations with foreign trading partners and the strategic use of tariffs, President Trump has secured trillions in private and foreign investment to bring American jobs and manufacturing back to the United States while diversifying global supply chains and reducing dependence on adversarial nations.
Names to look at KTOS, ONDS, RCAT, AVAV, UMAC

Do you know how the rule affects exactly? I thought if you were an european company but owned by an american company, your products become "american made". Same logic why RCAT was interested to buy Steyr motors for the USV.

I picked RCAT over UMAC sometime back. Im an idiot.

Major tailwind today: https://www.wsj.com/economy/trade/trump-announces-drone-tariffs-to-protect-national-security-bolster-u-s-supply-chains-87bab5b8
All drone stocks up (UMAC RCAT AVAV AMPX)
Shorts will have their work cut out to suppress the price today. Let’s see what happens at open.
Good luck to all.

RCAT or UMAC?

ONDS, UMAC, RCAT, AVAV - All good buys today with the new tariffs announced last night.

And RCAT

and RCAT

this\^
UMAC wants to be the Mouser of drones \[parts\]. Then you got the drone makers: RCAT, ONDS, AVAV, KTOS and the private unicorns Anduril, Neros, Shield, PDW.