$UMAC

Does he own it?

No first-person ownership signals for UMAC anywhere: no buy/add/hold/sizing language and no weight. His only stated long in these posts is LPTH. UMAC appears as a LPTH customer example and as a "Buy"-rated drone name. This reads as bullish coverage, not a disclosed holding.

His thesis

He frames UMAC as a solid long tied to US drone manufacturing and the "Made in America" supply-chain theme. It recurs mainly as a customer of Lightpath (LPTH), expected to sole-source thermal camera optics from a domestic, non-Chinese supplier for Blue UAS / government-approved attack drones. Rated "Buy" (not Strong Buy) on thematic defense/drone tailwinds, though he notes the drone sector's near-term catalyst has cooled versus a few weeks earlier.

How his view evolved

Consistent and steady: first cited as a LPTH customer, then as a likely sole-source thermal buyer, then explicitly rated a "Buy" on US drone manufacturing. Bullish throughout, never elevated to a stated position.

Key points

• Bullish on UMAC as a US drone-manufacturing / Made-in-America play
• Mentioned as a Lightpath customer for domestic thermal optics, not as a holding
• Rated Buy (not Strong Buy); no first-person position or weight stated

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $UMAC on X ↗