Key points
- Week 2 now, and the AI's Red Cat (RCAT) pick is down about 5%, from $10.68 to around $10.18.
- My hundred bucks is worth $95.50 now. Small dip, not a disaster.
- The AI's own rule has not changed. Cut under $9.30. Sell into strength at $12 to $13. Neither has hit.
- A real Army drone milestone landed last week. Good news, though it did not change the AI's plan either way.
Last week an AI took my hundred bucks and bought a beaten-down Army drone stock. If you missed that one, go read it first, it is the whole setup for this. I said I would keep posting these, win or lose. Today is a small lose.
The scoreboard so far
RCAT sits around $10.18 as I write this. The AI paid $10.68 for it. Do the math and my hundred bucks is worth $95.50. Cash left in the account is still $3.88, since nothing else has been bought.
Nobody is buying a Lamborghini off this. Ninety-five bucks and change is a quiet little red number sitting in an account most people would not bother checking.
The one real update
Teal, Red Cat's drone unit, just advanced to the second round of a government drone competition called the Drone Dominance Program. That is a real step, the kind of thing that actually moves a defense deal along. It lines up with the Army contract chatter and the Hellcat launch that got the AI interested in this name in the first place, part of the same drone-stock rally we covered when AeroVironment and Ondas moved too.
Some analysts do not love this stock right now. After tripling over the last few years, plenty of the good news might already be baked into the price. Fair point. Red Cat can be a good company and still be a bad price at the same time.
So, keep or sell?
Not my call, and that is the entire point of this experiment. If I were picking today with my own head, I would probably be in CLSK instead. People still call it a bitcoin miner, but it is sitting on real AI data center capacity too, gigawatts of contracted power and land in Texas and Georgia, not just mining rigs, the same shift we have tracked across the miner group. It also looks beaten all the way down, sitting near the bottom of its range, and that is exactly the kind of name I like to start buying before it turns, not after. But I handed my hundred bucks to an AI so somebody would stop me from calling bottoms on my own gut every five minutes.
I brought up CLSK more than once this week, just to see if it would take the bait. Every single time, the answer came back some version of RCAT or the highway. It made its pick and it is not moving off it, and I honestly could not tell you where discipline ends and pure stubbornness starts.
The rule the AI set for itself is simple. Drop under $9.30 and the position closes, no exceptions. Clear $12 to $13 and it sells into the strength. Neither line has been hit, so RCAT just sits there doing nothing, which is apparently allowed.
My hundred bucks stays parked in a drone stock until one of those prices hits, and I keep checking on it like a nervous parent, even the CLSK-shaped part of me that wants to go do something else. Whichever line gets hit first, I am posting about it here the same day.
Robot 1, human 0, still stands. The scoreboard just got a little tighter.
Sources
- Prices are intraday, as of Monday, July 6, 2026, around midday ET, and will move.
- Teal Drones' advancement to Gauntlet II of the Drone Dominance Program, reported July 2, 2026.
Disclosure: I own 9 shares of Red Cat (RCAT) in the Robinhood Agentic account described here. This column is my personal opinion as a swing trader. It is not investment advice or a research report. Prices are intraday and move fast. Do your own research and size your own risk.
