InvestAnswers on $UMAC (Nov 8, 2026)
UMAC is a drone play with explosive revenue and staff growth, but only a tiny speculative position of a tenth of a percent or less; the speaker does not know how it will work out and is not worried about the threatened Trump-linked investigation, as a stock ultimately comes down to earnings and performance.
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Cash huddle. Will the market react to Google dropping about 500 million more into SpaceX last quarter? No, I don't think so. Google understand they need compute. Okay. I've been saying for years and I see it par everywhere else.
He or she with the most compute wins. Compute. Compute. Compute. Compute. Compute. Does that compute? Compute. Get it? Compute. If you don't have compute, you're cooked. Okay. What do Google see?
They see a way of getting compute. How? Data centers in space. They already have a what do they call their TPU up there uh in some satellite that and sorry about so much space talk but you keep guys keep asking about space.
So it is very exciting especially if you're my age and you grow up with space. Um so no they are basically buying their ownership ticket for launch capacity which will be extremely hard to come by.
I think between all the stuff that Tesla's going to launch for themselves for their data centers in space what they call Star Mind and what Google will need that's it. So the bigger the shareholder they are, the bigger.
And by the way, uh Google lost 500 billion in a day. 500 million is nothing burger. So put things in perspective.
Music lover. Now Trump's power has been reduced and he will be looked at really closely. Does James feel that UMAC has the price target of 27 plus which other financial institutions alluded to?
So this is a drone play. Um, I checked into it and apparently one maybe allegedly, I'm not sure, one of Trump's sons is on the board or involved or an investor. I'm not sure. Um, their revenue growth is insane.
Their staff growth is insane. Uh, drones are it. Everybody needs drones. Drones the future. That's And this is what by the way this this UMAC is a Flutter position. So sometimes when you know get into little positions, understand how big they are in the portfolio.
Most of these are like a tenth of 1% in size or even less in some cases. So bear that in mind. Don't go all in on flyers. You go heavy concentration and very few winners that have limited downside but massive upside, the asymmetric bets.
And you can play around the edges of the things like um UMAC but um yeah no idea how that will cook out. Remember at the end of the day a stock is a function of uh how well it performs how much money it earns.
That's it. So I don't think the Trump thing that could be there's a lot of investigation threatened but I'm not worried about that.
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