Drone defense: contracts become profitable deliveries · Campaigns
Drone defense: contracts become profitable deliveries
monitoring · Defense
Ideas and calls
Long, bearish, hedge and relative-value ideas can coexist. Only explicitly issued calls enter the existing scoreboard; short and hedge performance is not graded.
Issued calls · returns compare the symbol with SPY after 30 and 90 days. Positive excess supports a BUY; negative excess supports TRIM or SELL. WAIT and research ideas have no score. These are call outcomes, not a campaign return.
a close above both the 200-day (about $24.00 on 2026-09-29) and the $25.32 most-traded price, then a flag that holds above them
Invalidation: a close below the $19.29 July 29 low, which breaks the base; after an entry, a close back under the 200-day
a pullback that bases in the $163-$180 band — the reclaimed 20-day ($165.70), 50-day ($163.22) and the $176.42 shelf — not a chase into the $199.98 volume wall
Invalidation: a close below $158, which gives back both the 50-day and the anchored VWAP from the low ($160.78)
a pullback that holds the $576.14 shelf or the 20-day ($556.43)
Invalidation: a close below the 50-day ($525.63)
no entry 2.69% off a 52-week high with RSI 64.4; the wrapper prices the primes, not the drone chain
Invalidation: a pullback into the $239.75-$243.94 moving-average band forces a re-look — as a defense position, not a drone one
no entry while price sits 12.3% below the 200-day ($73.65) with a death cross intact and RSI at 70.9
Invalidation: a base built and held above the 200-day forces a re-look
no entry after a +20.85% week that stalled at the anchored VWAP from the low ($12.25) with a death cross intact
Invalidation: a base above $12.25 that holds the $10.38 shelf forces a re-look
a pullback that bases in $21-$24, where the value-area high ($21.09), 50-day ($22.47) and 20-day ($23.21) converge; never the parabola
Invalidation: a close below $18.50, or a third straight quarter of widening operating loss on higher revenue