๐Ÿ”ฌ Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc

high convictionFirst mentioned Jan 14, 2026

Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc.) citing catalysts like memory supercycle, bottlenecks, and AI tailwinds. Buy on 32 stocks including COIN, SMCI, GOOGL, and several crypto and drone plays. Questionable on VELO and SKYT due to weak fundamentals. Avoid on 11 stocks (UAVS, BKKT, PLTR, etc.) due to dilution, high debt, or overvaluation. Overall bullish on AI, memory, bottlenecks, made-in-America supply chains, and defense, with a long-term view until after midterms.

Evidence & details
Evidence
  • +Board voted for $100m authorization enabling arbitrage investors to sell at $1.23 (25% discount).
  • +Post warns of 'free 25% of current value' dilution, calling it toxic.
Catalysts
  • โšกOutcome of $100m authorization on the 22nd.
Risks
  • โˆ’Arbitrage investors gaining control and selling into strength.
  • โˆ’Further dilution and downward pressure on stock price.

Chart

Post Timeline ยท 1 posts

thesis updatehigh

@KAnalyser1 I worded this a bit strongly, but wait until 22nd for $100m authorization outcome. But the fact the $UAVS board voted for this sht to scam retail investors by giving arbitrage investors control of the entire company and endlessly sell their sales for a free 25% of cโ€ฆ

Thesis: UAVS board approved a toxic dilution scheme allowing arbitrage investors to sell shares at a 25% discount, effectively scamming retail investors.

Current Price
$1.19
via cornerstones
Return from entry
โ€”
entry Jan 14, 2026
Thesis Lifecycle
๐ŸŸข
openedJan 14, 2026

UAVS has massive warrant dilution that will harm retail investors because arbitrageurs can buy shares at 25% below market, effectively scamming retail.

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๐Ÿ“
updatedJan 14, 2026

UAVS board approved a toxic dilution scheme allowing arbitrage investors to sell shares at a 25% discount, effectively scamming retail investors.

source โ†—
๐Ÿ“
updatedJan 14, 2026

UAVS is controlled by arbitrage investors via a Series G round that allows them to buy shares at 75% under market price, leading to massive dilution and wealth transfer from retail. The board voted for this structure, and similar past behavior (fake Amazon partnership) indicates manipulation.

source โ†—
๐Ÿ“
updatedJan 14, 2026-1 conv

UAVS's convertible note structure allows arbitrage investors to mint shares at a deep discount, which is bearish for retail investors as it likely leads to dilution and price manipulation.

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๐Ÿ“
updatedJan 18, 2026

Greenland trade tensions will benefit US defense stocks $UAVS and $DPRO, while negatively impacting European pharma $NVO and luxury $LVMH.

source โ†—
๐Ÿ“
updatedJan 24, 2026+1 conv

Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc.) citing catalysts like memory supercycle, bottlenecks, and AI tailwinds. Buy on 32 stocks including COIN, SMCI, GOOGL, and several crypto and drone plays. Questionable on VELO and SKYT due to weak fundamentals. Avoid on 11 stocks (UAVS, BKKT, PLTR, etc.) due to dilution, high debt, or overvaluation. Overall bullish on AI, memory, bottlenecks, made-in-America supply chains, and defense, with a long-term view until after midterms.

source โ†—
๐Ÿ’ค
dormantMay 29, 2026

No qualifying thesis event for 45+ days.