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chartdan
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Hey! I'm Dan. I trade stocks and crypto with TA and have been doing it for the past 10+ years.
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@chartdan
0
about 12 hours ago
RE: LeoThread 2026-01-13 23-56
Truth One learns to swim by getting into the water, not by studying it
@chartdan
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4 days ago
RE: LeoThread 2026-01-10 20-15
That's not principled — it's self-sabotage
@chartdan
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4 days ago
RE: LeoThread 2026-01-10 20-15
Imagine allowing disagreements with the political situation to prevent maximizing gains in a rising stock market Acting as if boycotting a bull market will somehow fix issues with the government
@chartdan
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4 days ago
RE: LeoThread 2026-01-10 20-15
Spot on
@chartdan
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5 days ago
RE: LeoThread 2026-01-09 22-34
Quite the move in the Dollar — $DXY
@chartdan
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9 days ago
RE: LeoThread 2026-01-04 22-44
Verdict: A solid niche moat in the US military sUAS market (projected ~15% CAGR), but not as wide as some peers. Q4 results tied to sustainment contracts will be important for…
@chartdan
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9 days ago
RE: LeoThread 2026-01-04 22-44
No dominant scale or patent fortress—moat depends largely on execution
@chartdan
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10 days ago
RE: LeoThread 2026-01-04 22-44
Weaknesses: Small-cap (~$150M+ market cap) with episodic revenue tied to government budgets, competing in a fragmented field with Teledyne FLIR (TDY), AeroVironment (AVAV), and BRINC.
@chartdan
0
10 days ago
RE: LeoThread 2026-01-04 22-44
Strengths: Sticky DoD relationships (Edge 130 selected for Army Short Range Recon) create switching costs; AI IP and certifications raise barriers versus pure-hardware players.…
@chartdan
0
10 days ago
RE: LeoThread 2026-01-04 22-44
Commercial crossover: Teal 2 targets public safety and oil & gas inspections with 4K sensors and ~40 minutes flight time, extending reach beyond defense Moat assessment
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