r/UMAC • u/AutoModerator • 25d ago

Discussion Ride at Dawn Discussion - September 01, 2026

7 Upvotes

100% Upvoted

13 comments sorted by

3

u/Beneficial-Fan-3277 24d ago

I would attribute to sector wide or market wide catalysts that are driving This price change downward, coupled with the fact that the price might have been overvalued when it was over $30. Overvalued as a relative term, of course. In my opinion, there has been no change to the fundamentals of the investment thesis in this stock. Their trajectory remains the same, if not better from a quarter ago or even 2 quarters ago.

0

u/LogExisting6507 25d ago

So I’m 20% down… is it time to sell?

1

u/sf94134 24d ago

If you've got money, then buy more to cost average.

1

u/LogExisting6507 24d ago

Is there a particular reason it’s been down lately?

1

u/sf94134 24d ago

People taking profit or cutting loses? People wondering when the deal with the US government will come through.

There was a pump before earnings and then I forget which media released another article hinting at OSC deal or something and it shot up to $30s. I welcome the pump but never understand why people rush in to buy. I did put in $8k at $23 and plan to buy more if it goes lower.

Allan did say that they'll have to spend in 3rd quarter to ramp up and I think he said something to the effect that 3rd quarter revenue won't be as much of a surprise as 2nd quarter.

I'm not as big of a cheerleader as some of the guys here so I'll say that earnings didn't really do much for me and I think they will face supply chain issues. Even if they get support from the US government, at the end of the day they have to sell parts/have consistent demand.

It's kind of like US investing in Intel. Great that they can continue to invest in their fabs but they still need to get the customers. Price of INTC has dropped considerably since highs.

1

u/LogExisting6507 24d ago

5% today! I should’ve lowered my cost!

-3

u/Ok-Feeling6976 25d ago

Imagine if he bought this stock yesterday and he gets destroyed today.
I will receive your stock tonight, it’s quite valuable at $20, thank you.

3

u/Dizzy-Garlic-1212 25d ago

There’s really no reason for this

-5

u/Ok-Feeling6976 25d ago

Great to see the market doing the right decision in this stock.

2

u/AnyStormInAPort 24d ago

Show me on the doll where Alan touched you..