Red Cat Holdings: President Trump's Executive Order Fuels U.S.-Made Drone Surge

  • Red Cat Holdings is a speculative buy as a 'Made in America' FPV drone play, benefiting from national security trends and Trump's executive orders. Recent Ukraine-Russia drone warfare highlights the strategic importance of FPV drones, increasing demand for domestically produced, advanced battlefield drones. Red Cat faces declining revenues due to product transition, ongoing shareholder dilution, and negative margins, but maintains a strong balance sheet for survivability.