RCAT
0Bull0Bear1Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
RCAT is neutral (0 bull · 0 bear)
Expected to benefit as a US UAS manufacturer from new tariffs strengthening domestic drone supply chains.
Last spoke: 08/14/2026, 08:30 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- Donald Trump signs a proclamation to strengthen US supply chains for drones. Benefiting U.S. drone component suppliers like $UMAC to UAS manufacturers like $ONDS + $RCAT. TLDR, 100% tariffs on: - UAS docking stations + certain critical components - certain parts for >25 kg drones - Drones >25 kg 25% tariffs on: - broader components UAS = Unmanned Aircraft System (don't have any positions in any above)
Ongoing takes on other optical names too
Beyond RCAT, his viewpoint library also covers: