@belcore922 난 안 할래 ㅋㅋㅋ! 피자를 그렇게 많이는 못 먹어. 그 맛있는 걸 남겨서 버리면 너무 아깝잖아. 근데 시장이 워낙 알고리즘 위주로 돌아가다 보니, 그냥 어떤 관종(troll)이 피자를 왕창 주문했다고 해서 $PLTR 이나 $RCAT 같은 주가가 실제로 움직일 수 있다는 게 참 웃기네
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
中性
60D / 252D
信号分数
55
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
460%
revenue growth margin lag
概览
作者立场：中性；价格动量：中性。最新证据：Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cash, no debt - 40% gross margins - growing 55%+ y/y As a... 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 6 条披露，需要复核新增信息质量。
近期推文
Serenity观点
中性
价格动量
中性
首次提出
2026-01-14 15:04
来源
llm
更新时间
2026-02-08 18:49
作者立场：中性；价格动量：中性。最新证据：Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cash, no debt - 40% gross margins - growing 55%+ y/y As a...
当前观点证据
Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cash, no debt - 40% gross margins - growing 55%+ y/y As a...
Serenity 变化
Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cash, no debt - 40% gross margins - growing 55%+ y/y As a...
@belcore922 난 안 할래 ㅋㅋㅋ! 피자를 그렇게 많이는 못 먹어. 그 맛있는 걸 남겨서 버리면 너무 아깝잖아. 근데 시장이 워낙 알고리즘 위주로 돌아가다 보니, 그냥 어떤 관종(troll)이 피자를 왕창 주문했다고 해서 $PLTR 이나 $RCAT 같은 주가가 실제로 움직일 수 있다는 게 참 웃기네
No problem! There's a lot of drone sector stocks like $RCAT, $PDYN too that should be thematically bullish. There's just too many stocks to look at and I try not to comment if I didn't do enough research into them yet...
So while I like $PDYN since they fill in the gaps with smaller companies like $RCAT and $DPRO. They have no role here. I'm focused on robotics scale-up with Boston Dynamics, Tesla, Figure, and others. They all vertica...
Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cash, no debt - 40% gross margins - growing 55%+ y/y As a...
新鲜度
复核时间：2026-06-26
证据
年度数据
最新期
2026
营收
41M
营收同比
460%
毛利率
3.1%
2023
2024
2025
2026
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
最新披露为 2026-05-20 的 8-K；近 30 天共有 6 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。
近期推文
立场
中性
价格动量
中性
Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cash, no debt - 40% gross margins - growing 55%+ y/y As a...
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
1.22
敏感度
成长敏感
情绪风险
低
估值风险
高
背景
technology-computer-hardware
-
等待 GPT xhigh 分析。
研究问题
背景
technology-computer-hardware
状态日期：2026-05-27
复核时间：2026-06-26
作者立场
中性
llm
价格动量
中性
60D / 252D
信号分数
55
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
0
长周期热度
7日新闻
0
低
30日披露
6
8-K
收入同比
460%
revenue growth margin lag
Beta
1.22
成长敏感
llm · 2026-02-08 18:49
Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cash, no debt - 40% gross margins - growing 55%+ y/y As a...
@belcore922 난 안 할래 ㅋㅋㅋ! 피자를 그렇게 많이는 못 먹어. 그 맛있는 걸 남겨서 버리면 너무 아깝잖아. 근데 시장이 워낙 알고리즘 위주로 돌아가다 보니, 그냥 어떤 관종(troll)이 피자를 왕창 주문했다고 해서 $PLTR 이나 $RCAT 같은 주가가 실제로 움직일 수 있다는 게 참 웃기네
No problem! There's a lot of drone sector stocks like $RCAT, $PDYN too that should be thematically bullish. There's just too many stocks to look at and I try not to comment if I didn't do enough research into them yet...
So while I like $PDYN since they fill in the gaps with smaller companies like $RCAT and $DPRO. They have no role here. I'm focused on robotics scale-up with Boston Dynamics, Tesla, Figure, and others. They all vertica...
Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cash, no debt - 40% gross margins - growing 55%+ y/y As a...
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2026
营收
41M
营收同比
460%
毛利率
3.1%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-computer-hardware
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2022 | 6M | - | 14.4% | -202% | -182% |
| 2023 | 5M | -28.1% | -18.1% | -570% | -608% |
| 2024 | 18M | 286% | 20.6% | -100% | -135% |
| 2025 | 7M | -59.2% | -28.0% | -533% | -899% |
| 2026 | 41M | 460% | 3.1% | -164% | -177% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 低 · 低
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
最新披露为 2026-05-20 的 8-K；近 30 天共有 6 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。
近期披露
beta / 动量 / 主题
Beta
1.22
状态
成长敏感
立场
中性
动量
中性
高风险观察 · 高
板块定位
technology-computer-hardware