u/RandomGenerator_1

. “The world is at a major inflection point regarding the way wars are fought,” says Jeff Thompson, CEO, Red Cat Holdings. “Red Cat’s entire philosophy is about interoperability at different levels. That philosophy serves as the foundation of our strategy.”

Rather than creating isolated platforms, Red Cat focuses on building systems that can integrate advanced technologies such as artificial intelligence, computer vision, resilient communications, electronic warfare protection, autonomous navigation, and swarming capabilities.

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According to Thompson, operators are no longer searching for generic drone solutions. They are seeking systems that can launch quickly, survive degraded communications environments, integrate seamlessly with existing technologies, and deliver intelligence precisely when it is needed most. Red Cat has built its portfolio around these realities.

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One of Red Cat’s greatest differentiators is its Family of Systems strategy. From the beginning, the company recognized that future mission environments would require multiple autonomous assets working together rather than individual platforms operating independently.

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Rather than forcing users to manage separate technologies through disconnected interfaces, Red Cat delivers a unified operational environment designed to simplify complex missions.

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“Black Widow represents where tactical ISR is headed: smaller, smarter, more resilient, and built for frontline operators,” Thompson explains

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The platform also serves as the intelligence layer within Red Cat’s broader ecosystem, feeding critical ISR data into WEB while supporting coordination with systems such as FANG. It has been designed to evolve alongside emerging technologies, enabling future integration with AI-powered navigation, target recognition, autonomous collaboration, and swarming capabilities. Also, in many ways, Black Widow illustrates Red Cat’s broader philosophy: delivering not just a platform, but an intelligent operational ecosystem capable of adapting to future mission requirements

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Technology alone does not define Red Cat’s success. Equally important is the company’s commitment to maintaining close relationships with the people who rely on its systems. “Innovation at Red Cat starts with proximity to the mission,” says Thompson.

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Through its Futures Initiative, the company brings together leading innovators in artificial intelligence, autonomy, robotics, communications, mapping, computer vision, and wireless power technologies. The initiative enables Red Cat to integrate best-in-class capabilities into its ecosystem without forcing customers into proprietary solutions.

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“Our plan is to keep building our growing ecosystem,” Thompson notes. “Red Cat’s role is to help define the future of all-domain autonomous operations with trusted systems that are built in America, integrated by design, and ready for the realities of modern conflict.”

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The history of military innovation is marked by technologies that fundamentally alter the nature of conflict. Radar transformed air defense. Satellites revolutionized intelligence gathering. What makes Red Cat a pioneer is its understanding that this transformation is about more than drones. It is about enabling an entirely new operational framework where intelligence, autonomy, communications, and decision-making function as a unified force multiplier.

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Red Cat is not simply participating in that evolution—it is helping define its direction

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The entire article deserves a read.

Red Cat Holdings has the entire $2.49 million U.S. Air Force order of Black Widow drones built and sitting on the shelf ahead of the August 24 delivery deadline. That is one of several disclosures Mitch McDonald, the company’s newly promoted Divisional CEO of UAS Operations, made in a DroneXL interview on August 14. Another one: the U.S. Army spent a full day inside Red Cat’s own facility last week assessing the company’s next payload, a three camera system with Palantir software that could put Black Widow into a second program of record.

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Unless an order is unexpectedly large, Red Cat ships within 10 business days of receipt.

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That posture scales. Asked what a fleet wide replacement would look like if the Air Force assessment goes well, McDonald did not hedge: “Even if it was a thousand or two thousand systems, we have the capability to replace that within a month or two, or less.”

Red Cat’s next act is a three camera payload called AiN, short for Advanced Imaging and Navigation, which packages Palantir’s visual based navigation and went through an Army assessment at the company’s facility the week of the interview, a step toward a second program of record with four or five companies still in the running.

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The payload arrives in about two months, McDonald said, and it is backwards compatible: a fielded Black Widow takes the new cameras without replacing the aircraft. He believes it “takes us to parity or even better than a lot of our competition.”

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Army buying for Group 1 drones is shifting away from pure program of record funds toward a marketplace model, and McDonald described the consequence without decoration: appropriations arrive late, funding is “very spotty,” and no channel can promise volume to anyone right now.

“They can’t commit to anything for any program,” he said. Red Cat’s answer is to be ready at every window the government might open, on capability, price and speed.

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$52 million order for more than 2,500 Skydio X10D drones, the largest single vendor tactical sUAS order in its history, awarded in under 72 hours. McDonald, whose company won the Short Range Reconnaissance Tranche 2 production selection, read it plainly: “

“The Army is trying to maintain competition"

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Hellcat...

The capabilities are not withheld from American units, McDonald said. The Army simply has not asked for all of them yet.

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Everything else in this interview points the same direction. The Army grading AiN on Red Cat’s own floor says more than any award ceremony. The “can’t commit to anything” line sounds like a complaint, but listen closely and it is confidence: the buying channels are almost ready everywhere at once, and Red Cat is stocking shelves for the day one of them opens. A company that can swap a fleet of 2,000 single aircraft systems in a month or two is answering the exact question the Department of War’s drone dominance push keeps asking.

Two dates will do the arguing. August 24, when the Air Force birds must land. And whichever day the AiN downselect goes public, with four or five names still in the hat. Watch both.

On August 17, 2026, the United States took a major step toward reinforcing its long-range precision-strike arsenal as the U.S. Navy awarded Raytheon, an RTX business, an unprecedented $22.9 billion, seven-year Tomahawk contract. Announced by both the U.S. Department of War and RTX, the agreement will accelerate production toward more than 1,000 missiles annually while strengthening the workforce, suppliers and manufacturing capacity behind one of America's most combat-proven strike weapons

Red Cat (RCAT) Founder and CEO Jeff Thompson joins Market Domination to discuss the state of the US drone industry and what President Trump's new tariffs on overseas drones could mean for domestic manufacturers and national security.

“They’ve been pushing further and further offshore and going a little bit higher into the Los Angeles and Santa Barbara areas.”

That observation from U.S. Coast Guard CAPT Chris Cumberland in a recent NBC San Diego story highlights an important reality in maritime security: as surveillance and interdiction improve, those seeking to evade detection adapt.

The Coast Guard reports that maritime crossings in the San Diego area have declined significantly while capture rates have increased, with Cumberland pointing to additional personnel and new technologies, including drones and remotely operated watercraft, as contributors.

But changing routes and operations farther offshore also expand the area that must be monitored.

That is where persistent, uncrewed maritime systems can play an increasingly important role: extending the sensing horizon, maintaining awareness across large areas, and complementing crewed vessels, aircraft, and other surveillance assets.

As threats move, maritime awareness has to move with them.

At Ocean Power Technologies we are privileged to be working with the U.S. Coast Guard and U.S. Department of Homeland Security along the maritime border to demonstrate the value of these systems.

#MaritimeDomainAwareness #MaritimeSecurity #UncrewedSystems #USCG #Autonomy

https://www.linkedin.com/feed/update/urn:li:activity:7493403447522734080

This month, the Capability Program Executive (CPE) Aviation’s Project Manager for Uncrewed Aircraft Systems (PM UAS) hosted industry partners at Clarke Range near Anniston, Alabama, to conduct flight demonstrations for platoon-level Short Range Reconnaissance (SRR) drones.

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Earlier this spring, PM UAS released a Call for Solutions (C4S) in conjunction with the UAS Marketplace acquisition strategy, seeking solutions on current small UAS technology. Over a dozen systems met selection criteria for platoon level UAS based on paper responses, and the vendors were invited to demonstrate their systems and capabilities at the end of June.

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“The combination of the UAS Marketplace contracting strategy, our vendors’ quick response to demand signal, and our Soldiers’ invaluable feedback ensure the Army is fielding the right capability at the right time.”

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Following the fly-off demonstrations, the Product Office selected systems from Parrot Drones, Skydio, Inc., Skycutter, Teal Drones, and Vantage Robotics to assess manufacturing readiness.

Throughout the upcoming NFL season, Red Cat will launch a comprehensive marketing campaign across one of the country's largest media markets. The partnership will include in-stadium branding and digital signage at Northwest Stadium, military appreciation programming, community initiatives, game day activations, and digital content that highlights Red Cat's commitment to those who serve.

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Wait until all those ppl find out you can invest as well.

Clark's command of Marine Corps Forces Special Operations Command (MARSOC) and his prior service as Director of Operations and Chief of Staff at U.S. Special Operations Command (USSOCOM) give Palladyne AI direct line of sight into how MARSOC and the broader special operations community define, evaluate, and field new technology. His experience will help inform how Palladyne AI applies and positions its portfolio of low-cost, attritable systems and the components that enable them, coupled with SwarmOS™ collaborative autonomy software, for the direct action, special reconnaissance, and distributed operations MARSOC executes.

"Special operations forces operate in environments where complexity, time pressure, and communications constraints are the norm," said Clark. "The next generation of autonomous systems must make small teams more effective without adding complexity for the operator. Palladyne AI's focus on edge autonomy, collaborative systems, and practical human-machine teaming is aligned with the kind of capability the force needs as autonomous operations scale."

"Gen. Clark joins us at a pivotal moment," said Ben Wolff, President and Chief Executive Officer of Palladyne AI. "Palladyne AI is building a vertically integrated capability for the U.S. Department of War that includes collaborative autonomy, the systems and munitions it commands, and the American manufacturing base behind them. Leaders of Gen. Clark's caliber choose to advise Palladyne AI because they believe in that capability and its potential for the mission."

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Damn. Another powerhouse. Palladyne attracts them all like a moth to a flame.

That's telling.

• $PDYN: don't skim past this one bc of earnings. SwarmOS and Gremlin-X performed at Project Convergence Capstone 6, the largest Project Convergence experiment the @USArmy has run to date and its culminating division-scale test of how it intends to fight going forward. Next up: Northern Strike Why it matters: - Being in PC-C6 at all is the signal. This is where the Army, the broader Joint Force and allied partners pressure-test the systems they actually plan to field. SwarmOS was in it. - Second live Army test in under three months (@4thInfDiv#IvyMass), each one harder than the last. The Army keeps bringing SwarmOS back and raising the bar, and it has delivered every time. -SwarmOS ran the full sensor-to-effects chain across drones from multiple manufacturers: autonomous ISR aircraft found and identified targets, shared them through the Army's C2, a soldier authorized the strike, Gremlin-X engaged, SwarmOS coordinated battle damage assessment. - Integrated with @anduriltech 's Lattice inside the Army's Next Generation Command and Control architecture. - Earned IL5 certification, clearing the @DeptofWar 's cloud security bar for sensitive mission data and C2 workflows. That's a real gate, not a demo. The story is no longer what SwarmOS is designed to do. It's what it has now repeatedly done in the exercises shaping how the Army plans to fight.

@haydenir@HenryInvests@sunao_viewer@stocks4545@GrumpierBTDay@LilyFunds@RedCatHoldings@USArmy@SecWar@CENTCOM@us_navyseals@USASOCNews@AFSpecOpsCmd@USSOCOM@thejointstaff@USNavy@USMC@nick88886666@GeoInvesting@MSmicrocaps@NasdaqExchange@stockseer@mkfilko@FinnStockinger@CDAODoW$AVEX$RCAT$ONDS$DPRO$SWMR$KTOS$AVAV$UMAC

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The keyword is "fielding".

Not try-outs, experimenting, testing..no..it's fielding.

Innovation Meets Readiness

Realistic field training prepares US Army soldiers to integrate drones and Javelin weapon systems, strengthening reconnaissance and precision fires

https://www.linkedin.com/feed/update/ugcPost:7491203409052729344

Comment in linkedin:

"Think “Top Gun” for drones. Sine Engineering’s Drone Aggression Program pits military drone teams against experienced OPFOR pilots using combat-informed tactics, GPS-denied navigation, EW-contested environments, swarms, and adaptive threats. The objective isn’t just to fly, it’s to expose weaknesses, refine TTPs, and build teams capable of winning on tomorrow’s battlefield. Ready to put your unit to the test? Let’s talk."

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• Brian shares insights from nearly two decades in underwater robotics and discusses what differentiates Nauticus' commercially ready ToolKITT autonomy platform and its licensing opportunities.

• The conversation explores Nauticus' autonomous manipulator technology, strategic partnership with Forum Energy Technologies, and how these initiatives are supporting commercial adoption.

• The discussion also covers upcoming Aquanaut deployments, European expansion plans, and the company's growing opportunities across defense and wide-area ocean sensing markets.

• Don't miss this in-depth conversation on the future of autonomous subsea technology and Nauticus' evolving market position.

\----------------------

Great interview with CRO Brain Allen.

Some excerpts and quotes:

Did his due dilligence for 6 months before joining Nauticus Robotics, joined because it is at such an exciting moment. Just before impressive growth.

Nauticus was on his watchlist for years, but he didn't know how close they were to actually being commercially ready.

KITT truly has an edge with their hardware (subsea manipulator) and software. They are ahead by 2 years on the competition, all the competition. It's still a small sector, and they are way ahead.

The fact that they have bottom lock, and a way to stabilize the autonomous manipulator subsea is incredible.

Licensing play for tethered ROV's: faster work for other companies their ROV's.

Nauticus Robotics is the most commercially ready.

The rest of the market does not have millimeter precision. Nauticus uses vision systems instead of servo, which gives milimeter precision. Combined with software that constantly keeps the vessel in place in the water. This is what you need underwater, if you miss by a milimeter you miss the object to be manipulated.

There have been approaches for the Olympic arm. But had to perfect the technology first.

One of big 3 subsea companies came to KITT for the technology. So formal proof that the manipulator arms are wanted.

Nearterm catalysts:

Next month or 2:

\- ToolKITT enabled on current customers.

\- And building out European offering. Will take the company solidly into Europe and Middle East.

With "extremely strong" services and technical offerings in those markets.

Can't name the contracts yet, but it will happen soon enough.

Early 2027:

licensing to other companies.

First aquanaut sales in 2027 as well.

Further vision: defense - control water ways. Very relevant these days in the middle east. Seabed sensing.

"It's a coiled spring, ready to launch."

Part of the reason why he wanted to join. Superexciting time for the business.

"Measure me about the quality of press releases the next coming months."

Large uptick in the news coming out of the company.

Because of all the exciting things they will be anouncing the next coming months.

Closing comment: "looking at the share compensation package, and the position I found the company in the market place, it was the perfect time to join the company."

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So they know what they have. And now there is also demand for it. 1+1=2.

And apparantly there will be good news imminently.

"It's a coiled spring, ready to launch."

That was a really exciting interview I must say.

today announced that its Teal Drones subsidiary has received a $2.49 million firm-fixed-price contract from the U.S. Air Force for Black Widow™ small unmanned aircraft systems, training and related support.

This follows up on the 2023, 2.6million USD contract for 172 Teal 2's.

https://thedefensepost.com/2023/08/09/us-air-security-teal-drone/

Positive to get another order.

$PDYN is an under the radar defense-tech and swarm autonomy story the market still hasn't fully priced. And underneath it sits a second business almost nobody is modeling, one that 12 months ago WAS the whole thesis: Palladyne IQ 2.0, industrial autonomy software for stationary robots.

What it is: closed-loop autonomy software that runs on the #IndustrialAutomation #robots and cobots that companies already own as well as new bots.

- Low-code/no-code, edge-based, no cloud.

- Teach a robot a complex task in a handful of demos and it adapts to real-world variation on the fly.

Almost every industrial robot today is rigidly pre-programmed for one repetitive task in a controlled cell. IQ makes existing arms adaptive, and nobody else is doing this for stationary industrial robots. Asset-light, high-margin software on hardware someone else already paid for.

The initial use case is MRO. Maintenance, repair, operations. Specifically corrosion control and surface prep. Grit and media blasting, sanding, grinding on complex contoured parts. Today that work is toxic, dangerous and almost entirely human-driven.

Not theoretical for defense, maritime, energy, automotive, aerospace, space and many other industries.

$PDYN already holds a multi-million-dollar @usairforce contract at the Warner Robins Air Logistics Complex, autonomously prepping contoured aircraft surfaces via media blasting. Phase I is complete and the @usairforce team on-site called it transformational.

Now scale that. Every branch has an MRO and corrosion problem, and the @USNavy version is enormous as you can imagine. Today they fight it with media and sand blasting (toxic, dangerous, human) or lasers ($LASE has made progress there). IQ is the adaptive software brain that automates the blasting and sanding safely.

But this isn't just relevant for the @DeptofWar - any manufacturing, MRO, refurbishing company can use this - automotive, aerospace, space, energy and more.

The catalyst nobody priced: IQ 2.0 hit commercial availability in January 2026. On the Q1 call the Company announced its first commercial customer with robot systems integration underway, and hired Matt Muta as President of Commercial and Industrial to run it.

A year ago industrial was the main event. Defense tailwinds pulled the spotlight, so the Street is modeling roughly zero here. Yes, the industrial sales cycle is longer. That's the point. This is pure optionality you are not paying for today.

Not investment advice. Do your own work.

@haydenir @PolarizingLit @HenryInvests @sunao_viewer @StockSavvyShay @stocks4545

@TheRonnieVShow @SJCapitalInvest @GrumpierBTDay @LilyFunds @KawzInvests @SuperDuperInvst @USArmy @SecWar @CENTCOM

@us_navyseals @USASOCNews @AFSpecOpsCmd

@USSOCOM @thejointstaff @HyperTechInvest

@nick88886666 @GeoInvesting @MSmicrocaps

@NasdaqExchange @stockseer @TheBigBerbowski

@aleabitoreddit @daniel_koss @mkfilko @FinnStockinger $OUST $AVEX $MOB $RCAT $ONDS

$DPRO $SWMR $KTOS $RKLB $FLY $PL $RDW $LUNR @LockheedMartin @BoeingAirplanes @BoeingDefense @BoeingSpace $AVAV $SPCX

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Mr Siegel is PDYN's Investor Relations' contact.

There has been an increase in government requests for underwater autonomy technology.

For example: Counter Uncrewed Underwater Vehicles (C-UUV) Defeat Technologies

https://sam.gov/workspace/contract/opp/1642abaea66a40bfb495f03fe0a527f2/view

And many more like this have been opened for offers.

The goal is persistent ocean sensing and defense. Communication, sensors, UUV'S, sea cable protection, ....

The one thing that all these requests have in common as a need = power.

You need to be able to power it all, instead of doing expensive offshore battery swaps. Where you also risk giving away locations.

In comes OPTT with their new C-Power acquisition:

In September 2024, C-Power, SLB OneSubsea, and Subsea7 announced a joint industry project (JIP) to demonstrate C-Power's SeaRAY Autonomous Offshore Power System (AOPS). The project is co-sponsored by the U.S. Department of Energy and is intended to evaluate whether wave-generated power can provide a lower-cost, lower-carbon energy source for subsea operations.

The goal isn't just to prove that wave energy works—it is to demonstrate a practical offshore system that can continuously power:

-subsea production equipment,

- resident autonomous vehicles,

- subsea sensors,

- and communications infrastructure.

https://cpower.co/cpower-onesubsea-joint-initiative/

Add to that the importance of this subsea initiative, with established technology. It is not a research project. It's existent technology.

If this IP acquisition means they are now collaborating with Subsea7, that would make this deal even bigger. (Yet to be confirmed though)

Subsea7 is going to merge with Saipem, which will make them the biggest company for offshore projects, in the world.

And beyond that, this plays into becoming a player for the "Ocean of Things".

DARPA's Oceans of Things program seeks to enable persistent maritime situational awareness over large ocean areas by deploying thousands of small, low-cost floats that form a distributed sensor network.

https://www.darpa.mil/research/programs/ocean-of-things

All in all this is an excellent move by management! And this will bring a lot of opportunities to the table.

And as was mentioned in the conf call, gives OPTT the chance to reply to more requests...and close more contracts.

August 6, same day as RCAT.

Could be a coincidence.

4 days into Northern Strike 26-2 (August 2-15)

Per the 8K filing:

Item 1.02 Termination of a Material Definitive Agreement.

Effective July 22, 2026, the Company terminated its At Market Issuance Sales Agreement with Ladenburg Thalmann & Co. Inc. dated August 8, 2025. There were no penalties associated with the termination.

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So they are expecting no need for an ATM?

"PACE planning used to be a briefing slide. At Project Convergence–Capstone 6, it's being automated and field-tested.

That's the reality: the 4th Infantry Division is testing this week at PC-C6, where the Army is stress-testing Next Generation Command and Control (NGC2) gear in the Mojave Desert, including automated Primary, Alternate, Contingency, and Emergency (auto-PACE) communications, software-defined networking, and edge compute. It's a good reminder that PACE planning isn't a checklist item; it's what keeps a formation talking when heat, terrain, or contested spectrum takes the primary link down. Building networks that fail gracefully and hand off to the next comms path without breaking the data flow to mission command is exactly the kind of integration challenge C3A works on every day. Software can be brilliant in the lab, but the desert always has a vote.

Where do you see auto-PACE and edge compute paying off first, division-level networks, or down at the formation level"

https://www.linkedin.com/posts/c3a-solutions-llc\_tacticalcomms-jadc2-missioncommand-activity-7486178352786182144-RUm2

PACE = making sure your surveillance and decision making is persistent. If one source is attacked or eliminated, the data stream continues with integrity. And the force can continue instead of getting rattled.

Project Arcadia was just anounced in May, together with the Five Eyes (remember that RCAT was hiring someone who has experience with the Five Eyes, formerly known as Echelon).

"FORGING THE DIGITAL BATTLESPACE: Five Eyes Allies Accelerate 'Project Arcadia' at the Combined Digital Leadership Summit"

Secretary Hegseth previously declared, framing the Department's focus on maintaining a decisive technological overmatch to deter global aggression.

...

The goal is to turn vast amounts of information into a unified Common Operating Picture (COP) at a pace legacy, hardware-bound networks could never achieve.

https://www.war.gov/News/Releases/Release/Article/4482984/forging-the-digital-battlespace-five-eyes-allies-accelerate-project-arcadia-at/

PDYN already filed a Special Disclosement in May with the SEC for the supply chain.

If you know,

you know.

Our team is on the ground with the 4th Infantry Division, Fort Carson as they prepare for Project Convergence Capstone 6 (PCC6).

Palladyne AI is putting SwarmOS™, our decentralized embodied AI software for collaborative drone autonomy, in the hands of warfighters. It runs entirely on the drone, with no central node and no reliance on constant connectivity. One operator sets the mission on an ATAK and stays on the loop while a team of drones from different manufacturers does the flying, autonomously collaborating as a self-directed team to detect and track targets even in communications-constrained conditions.

That means more drones in the fight without more operators to fly them.

We are proud to put SwarmOS to work with the 4th ID at PCC6.