Merlintrader Trading Pub
Biotech catalyst, news and analysis PDUFA tracker
Merlintrader Trading Pub
Biotech catalyst, news and analysis PDUFA tracker
Category RCAT
Red Cat Holdings
AI transparency: articles and reports are produced with the help of artificial intelligence and checked through a process that does not constitute specialist validation. They may contain errors: verify relevant information with independent sources. Read the full disclaimer.
The Drone War Is Becoming an Industry: $ONDS, $RCAT, $DPRO and $AVAV Enter the Next Phase of Defense Autonomy
How $ONDS, $RCAT, $DPRO and $AVAV are turning defense autonomy into an industry: orders, manufacturing, cash, dilution and the next execution tests.
US Drone Tariffs Explained: The Six-Layer Supply Chain Map, With $RCAT, $ONDS, $AVAV and $LPTH As Worked Examples
The Section 232 proclamation of August 13, 2026 puts a 100 percent duty on imported drones from September 3, defers a 25 percent component tier to February 2027, and arrived on the same day export controls were loosened. A six-layer map of the supply chain, four worked examples and a five-question routine for reading the next announcement.
Drone Defense Mid-Caps: Ondas, Red Cat and Kratos Put $ONDS, $RCAT and $KTOS in the Same War-Tech Conversation
Ondas Holdings, Red Cat Holdings and Kratos Defense & Security Solutions represent three very different ways to read the drone-defense trade: an aggressive autonomous-systems platform buildout, a focused tactical-drone procurement ramp, and a scaled defense-technology contractor with real backlog and unmanned-systems revenue.
Drone stocks explained: the listed names that matter $AVAV $ONDS $RCAT $DPRO $KTOS $UMAC
A comparative, long-form guide to the main quoted drone and counter-drone names retail investors keep putting in the same basket — from AeroVironment and Kratos to Ondas, Red Cat, Draganfly and Unusual Machines — with a focus on what each company really does, where the real business sits, and where the story is still more narrative than scale.
