Jason_LSE

Consultant, Engineer--Investor, Educator

    • Jason_LSEJason_LSE
      ·15:35
      I recommend Zero to One book. Here is why :-- Real innovation means creating a completely new thing that hasn't been seen before. Ten key concepts: 1. Start from scratch 2. Become a monopoly 3. The appeal of competition 4. The last-mover advantage 5. Success is not a lottery 6. The power law 7. The role of secrets 8. Culture and sales 9. Man and computers 10. The founder’s paradox Thiel's track record with Palantir Peter Thiel co-founded Palantir with Stephen Cohen, Joe Lonsdale, Alex Karp, and Nathan Gettings in 2003. Thiel invested approximately $30 million (from his own pockets and his Founders Capital venture capital fund) in the company. Before Palantir went public via a direct listing in 2020, Thiel owned 7%-10% of its private shares. He sold millions of shares after Palantir's marke
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    • Jason_LSEJason_LSE
      ·04-11
      $Palantir Technologies Inc.(PLTR)$ My favourite stock is getting interesting.  I am monitoring closely as it dip . Just to share some updates on PLTR. As of April 11, 2026, Palantir Technologies Inc. (PLTR) is experiencing significant stock volatility, marked by a sharp, multi-day sell-off driven by increasing competition fears, partially offset by a public endorsement from President Trump. Stock Pressure: PLTR shares saw a steep decline, falling nearly 17% over three days following increased competition fears and criticism from "Big Short" investor Michael Burry. Trump Support: On April 10, 2026, Donald Trump expressed approval of Pa
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    • Jason_LSEJason_LSE
      ·04-11
      $RCAT 20260410 14.0 CALL$ Sharing RCAT April'2026 update. 🙂 As of April 2026, Red Cat Holdings (RCAT) has experienced significant updates regarding production scaling, corporate partnerships, and defense contracts. Key Updates (April 2026): Production Expansion: Red Cat expanded its facility footprint from 36,000 to 254,000 square feet to meet high demand for its defense drones. Its Salt Lake facility is producing 50 "Black Widow" drones daily, while the FlightWave facility produces 125 "Edge 130" drones monthly. NATO Selection: A NATO ally selected the Black Widow small unmanned aircraft system (sUAS) for its fleet through a competitive tender. Maritime Division Growth: Red Cat's "Blue Ops" division partnered with HADDY to e
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    • Jason_LSEJason_LSE
      ·04-01
      $Hims & Hers Health Inc.(HIMS)$ Still have faith & conviction in Hims , my views as follows:-- Recent developments for Hims & Hers Health, Inc. (HIMS) in early 2026 are focused on a strategic pivot toward branded GLP-1 weight loss treatments, expansion into complex care, and international growth. Here are the key, recent developments: Partnership with Novo Nordisk (March 2026): Hims & Hers announced a collaboration with Novo Nordisk to sell branded GLP-1 medications—
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    • Jason_LSEJason_LSE
      ·04-01
      $RCAT 20260327 17.0 CALL$ nibbling while waiting for bigger meals. Allow me to share :-- (NASDAQ: RCAT) has recently focused on expanding its all-domain drone and robotic solutions for defense,, with major developments in AI, swarming technology, and international partnerships as of March 2026. Key developments include: Acquisition of Apium Swarm Robotics: In March 2026, Red Cat acquired Apium, a developer of distributed control systems for autonomous swarming drones and uncrewed surface vessels (USVs). Apium will operate independently while integrating its swarming software across Red Cat's "Family of Systems" to improve performance in GPS- and communication-denied environments. Strategic Partnership with Ukraine: Red Cat si
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    • Jason_LSEJason_LSE
      ·03-31
      $RCAT 20260327 17.0 CALL$ More collaboration with PLTR are in line with more exciting revelations.
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    • 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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