The investor maintains a bullish outlook on RCAT and its 2x leveraged version RCAX, identifying a price floor at $11 and a near-term target of $14+. Key catalysts include the results of the Drone Dominance Phase 2 qualifiers and increased U.S. government focus on domestic drone supply chains via the Defense Production Act. Portfolio data shows a concentrated position in RCAX with 7,020 shares at an average cost of $7.81.