Jason_LSE

Consultant, Engineer--Investor, Educator

    • Jason_LSEJason_LSE
      ·03-26
      $Red Cat Holdings Inc.(RCAT)$ It is exhibiting fluctuation within a range for a while. To me it's an opportunity to learn and test the Wheel Strategies with limited exposure base on the risks & rewards. Let's share & support to benefit each other .[Smile]   
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    • Jason_LSEJason_LSE
      ·03-24
      $BMNR 20260320 25.0 CALL$ Recent positive progress of the Clarity Act. My friends just got proached  by JB Morgan Chase from Visa & Master for their expansion into Web3 payment division. The big banks are aggressively preparing for their stable coin strategies. Eth is the popular choice and Bmnr is the King maker. Let's keep each other in the loop.🫅[Call]   Rosalia MazzaMonday, March 23rd 2026 04:39 PM CLARITY Act Update: Crypto and Bank Reps Head to Capitol Hill to Review Stablecoin Deal as Details Remain Under Wraps Crypto industry leaders are meeting with the Senate Banking Committee today, with bank repres
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    • Jason_LSEJason_LSE
      ·03-20
      $Swarmer, Inc.(SWMR)$ I am monitoring closely,  and standing-by to DCA whenever it dip. Swarm drone technology is actively being used in Middle East conflicts as of 2025-2026, marking a significant shift toward low-cost, AI-driven, and autonomous warfare. The explosive stock IPO run—highlighted by companies like Swarmer (SWMR) surging over 500%—is driven by intense, war-tested demand, a shift in military strategy towards "system-centric" warfare, and the urgent need to overwhelm traditional defenses at a low cost. Important lesson learnt for SAF  🇸🇬 total defense strategy. Swarm Drone Use in Middle East Wars (2025–2026). Active De
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    • Jason_LSEJason_LSE
      ·03-17
      $Red Cat Holdings Inc.(RCAT)$ Learning and testing mkt sentiments , bits by bits. [Tongue]   Key selling points :-- Blue UAS Certified & NDAA Compliant: Red Cat drones, such as the Teal 2, are on the "Blue UAS" cleared list, meaning they are approved by the U.S. Department of Defense (DoD) for government and military use. They are manufactured in the U.S. with U.S. parts, making them a secure alternative to foreign-made drones. Contested Environment Capability: The "Black Widow" drone is designed to operate in areas where GPS and radio signals are jammed, leveraging Doodle Labs radios with frequency-hopping and anti-jamming algorithms validated in real-world trials. "Sensor-to-Shooter" (S2S) Technology: Red Cat drones are desig
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    • Jason_LSEJason_LSE
      ·03-17
      $RCAT 20260313 13.5 PUT$   Bullish. Red Cat Holdings (RCAT) is experiencing high momentum, trading near 52-week highs ($15-$18 range) ahead of its Q4/Full-Year 2025 earnings release on March 18, 2026. The company is heavily focused on defense drone contracts, including the U.S. Army SRR program, and is expanding into maritime surveillance via its Blue Ops division. Key Recent Updates: Earnings & Growth: RCAT is in a pivotal growth phase, with reports suggesting potential for significant revenue expansion in 2025/2026, targeting opportunities within a growing U.S. defense budget. Operational Wins: Red Cat's Teal system was selected for the U.S. Army's Short-Range Reconnaissance (SRR) program of record. Expansion: The co
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    • Jason_LSEJason_LSE
      ·03-14
      I vote for the "Futuristic & Transparent" Tiger Cooling Fan.  Whenever in use,  it shall reminds us of :-- The Global climate change relating to AI, Data centre, Energy & Defence stocks. Let our investment picks base on "Futuristic" , impacful and "Transparent" companies with misson & visions for the betterment of humanity. 🙏
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    • Jason_LSEJason_LSE
      ·03-09
      $Red Cat Holdings Inc.(RCAT)$ Red Cat Holdings (NasdaqCM:RCAT) has entered an alliance with Allen Control Systems under the Futures Initiative to integrate AI-powered counter-drone and autonomous weapon solutions. The collaboration extends Red Cat technology beyond aerial drones into both air and maritime defense domains. The move positions Red Cat as a broader multi-domain defense technology provider, with potential relevance for government and allied contracts. Red Cat Holdings, trading at $15.36, is drawing attention as it shifts from a pure drone focus toward a wider autonomous defense role. The company has seen a 31.8% return over the past week and 21.6% over the past month, with a 67.7% return year to date. Over the past year, the stock has
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    • Jason_LSEJason_LSE
      ·03-09
      $RCAT 20260306 17.0 CALL$ Nibbling bits-by-bits to test the market sentiments. 🙂
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    • Jason_LSEJason_LSE
      ·03-07
      $Palantir Technologies Inc.(PLTR)$  Palantir Technologies (PLTR) is currently facing significant operational and strategic issues related to its partnership with AI startup Anthropic, primarily stemming from a U.S. government crackdown on Anthropic's defense usage. Key Issues for Palantir: Government-Mandated Replacement: Following the U.S. government's designation of Anthropic as a "supply chain risk," Palantir is forced to remove Anthropic's Claude AI from its Maven Smart Systems, a key military software platform. Operational Disruption: The removal process requires retooling Palantir's platform, which is expected to cause short-term operational issues, although it has a six-month phase-out period. High-Stakes Contract Risk: Anthropic's tec
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    • Jason_LSEJason_LSE
      ·03-04
      $Palantir Technologies Inc.(PLTR)$  My "Bearish" views of PLTR for 1st Qtr'2026. It is still a very good company that I benefited much from it. Thus I am standing-by to excute a few "Cash Secure Puts" if it dip .  My opinion on why Peter Thiel & Alex Karp sold their pltr shares?  Based on recent financial filings and market analysis through early 2026, Peter Thiel, a co-founder and major stakeholder in Palantir Technologies (PLTR), has engaged in significant, automated selling of his shares. While such sales are often part of pre-planned, non-emotional trading strategies (10b5-1 plans) aimed at portfolio diversification, the sheer volume and timing of these divestments—particularly after
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