This week’s Sunday Night Live covered a wide range of opportunities across defense tech, drones, space, crypto, and emerging small caps — but more importantly, we broke down several trade setups I’m personally watching heading into the new week.
Benny and I were joined by Lorenzo “Art” for a deeper discussion around the defense and intelligence ecosystem, including Ondas, BlackSky, Palantir, Rocket Lab, border security, geospatial intelligence, and the growing overlap between commercial technology and national defense.
We also spent plenty of time on the charts.
JT’s Trade Setups
$RKLB — Rocket Lab
This is one of my favorite setups heading into the week. Rocket Lab has started forming a potentially bullish structure after establishing a higher low near the $60 area.
At the time of the stream, shares were around $73.50, with the 200-day moving average sitting near $81.
That gives me two levels to watch:
Current area around $73–$74 for continued momentum
A convincing break above roughly $81 with strong volume as the bigger confirmation signal
I think there could still be upside before another period of consolidation, particularly if high-beta space and defense names begin participating in a broader post-midterm move.
$BKSY — BlackSky
BlackSky was one of the more interesting names discussed throughout the stream.
From a technical standpoint, I have been watching roughly $16.50–$19.50 as a potential accumulation/buy zone. The stock has been working through a major pullback, but its upcoming earnings cycle, improving technical positioning, and exposure to geospatial intelligence make it one I want on the watchlist.
I’m also interested in watching the unusual options flow heading toward its next earnings report to see whether larger traders begin positioning ahead of the event.
$BMNR — BitMine Immersion Technologies
For crypto exposure, BMNR remains one of the equities I’m watching rather than trying to trade crypto directly.
With shares around $27 during the discussion, my preferred entry area would be approximately $22–$25.
The extremely attractive entry around $15 has already passed, in my opinion, but a pullback into the low-to-mid $20s could provide another opportunity.
My broader thesis is that BMNR can behave almost like leveraged Ethereum exposure if crypto gets another major move. I’m especially watching the period following the midterms, while also watching fintech names such as Robinhood for confirmation of broader risk appetite.
$RCAT — Red Cat
Red Cat has been beaten down significantly, but technically it is beginning to reach an area that interests me.
Shares were trading in the mid-$6 range, approaching previous lows established in the high-$5s.
Rather than immediately buying common stock, one strategy I discussed was potentially using cash-secured puts around these depressed levels to either collect premium or establish a lower cost basis for a starter position.
The technical setup is improving, although I still have questions surrounding manufacturing scale, sales growth, and Red Cat’s ability to support materially larger orders.
$LPTH — LightPath Technologies
LightPath remains one of the setups where I have some of my strongest conviction.
The $9.35 area has repeatedly acted as an important technical level, and I had been highlighting the opportunity when shares were trading around or below that zone.
My longer-term price target discussed on the stream remains approximately $20–$21.
Between the chart, the company’s technology, and the defense-related use cases we continue following, LPTH remains firmly on my radar.
Bigger Picture
We also discussed why I believe the current macro environment has kept many high-beta defense, drone, software, and space stocks pinned despite improving individual company fundamentals.
Midterms, rates, inflation, geopolitical uncertainty, and broader risk sentiment remain major variables.
My expectation is that the period from late October through November and December could become increasingly important as some of that uncertainty begins clearing from the market.
That doesn’t mean blindly buying everything.
The goal remains the same: identify the companies we actually understand, find attractive technical levels, define the setup before entering the trade, and wait for the market to give us the opportunity.
This episode goes deep into the charts, macro picture, defense-tech ecosystem, and several names we’re watching closely heading into the final stretch of 2026.
Not financial advice. This content is for educational and entertainment purposes only. Always conduct your own research and determine what level of risk is appropriate for you.
