Bullish on Red Cat Holdings (RCAT) as a US drone manufacturer positioned to benefit from Trump's $1.5T defense budget, citing 1842% YoY revenue growth and existing US Army contracts.
RCAT — LONG The author argues Red Cat Holdings is the perfect stock to buy for Trump's $1.5 trillion defense budget, nearly a 100% increase from the already globally leading budget. The mechanism is that Red Cat, a US-based drone manufacturer with contracts already in place with the US Army, is a preferred vendor poised to win more contracts as the budget expands. The catalyst is the defense budget and the author expects the stock to take off in the next few days; the author discloses a position of 3036 shares.
Red Cat Holdings is a US based drone manufacturer- the perfect stock to buy for Trump’s 1.5 Trillion USD defence budget
This Reddit post, published January 13, 2026, features u/BuffettsBrother discussing RCAT. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/BuffettsBrother · Tickers: RCAT