C

Everything you can imagine is real.

[C @Cyawpj]

@YoYInvestor You own it man!

[Jan Zuazo Pfingsten @zuazopfingsten]

If you are getting frustrated holding $ONDS while the rest of the market pumps, you are falling for the oldest trick in Wall Street’s playbook: Time Capitulation.

Algorithms don't steal your shares by crashing the price 20% in a day. That just makes retail angry, stubborn, and they average down. They steal your shares by boring you to death.

They box the price in a tight channel for months. You see people on X mocking the stock. You start feeling the cost of opportunity. You feel stupid for holding a flat stock while other tech flies. The moment you hit sell out of sheer emotional exhaustion just to chase a green candle somewhere else, an institution scoops up your shares.

Look at the chart. On red days, the trading volume is an absolute ghost town. That means the weak hands are gone and nobody is left to sell. But on green days, the volume spikes aggressively. Smart money is quietly loading the boat without spiking the price.

Let’s look at the actual math. Retail thinks this is a struggling drone company. It isn't. They are sitting on roughly $1.36 Billion in pure cash, even after paying for their recent Cyberhawk acquisition.

If you take that cash and add a conservative valuation of their operating empire—Mistral’s $982M DoD contract, their FAA BVLOS regulatory monopoly, and Cyberhawk's AI data software—the absolute worst-case fundamental floor of this company is around $7.70 per share. At $9, you are literally buying dollars for 90 cents.

And the business model just shifted. Gross margins exploded from 35% to 49% last quarter. Why? Because they are no longer just selling metal hardware. They are selling high-margin AI software and defense data subscriptions. Wall Street pays massive multiples for recurring software revenue.

The catalysts to break this box are fully loaded. The Pentagon's Replicator program deadline is right now. Mistral is waiting on the first massive IDIQ task orders to drop. And their Optimus drone nests just got Blue UAS clearance, meaning homeland security and the military can buy them instantly without regulatory friction.

So why is it artificially stuck? Because short interest is massive at 32%. But the real secret is the institutional warrants sitting at $28.

The big funds didn't set that $28 strike price by accident. It is their insurance policy. They are giving the stock a massive runway. The moment the DoD drops a contract headline, the shorts will panic and trigger a violent short squeeze. The price will rocket upwards. Once it hits that $28 wall, the institutions exercise their warrants, flood the market with new shares to kill the squeeze, and cash out billions risk-free.

The fundamental floor is $7.70. The institutional ceiling is $28. You are risking pennies to the downside for a massive asymmetrical run to the upside.

Stop looking at the daily ticker. Know what you hold. Don't let an algorithm bore you out of your position right before the Pentagon signs the checks.

$ONDS #DefTech #BlueUAS #UnmannedSystems

[C @Cyawpj]

@YoYInvestor What platform do you use for investing bro ?

[C @Cyawpj]

@YoYInvestor Today I added more shares

[C @Cyawpj]

@YoYInvestor People don’t get it yet, they will soon for sure

[C @Cyawpj]

@Han_Akamatsu Crazy how this guy knew every move every time about $ONDS . Are you hedging the stock Han ?? Is that you??

[C @Cyawpj]

@YoYInvestor Its time

[C @Cyawpj]

@Ellis8772678531 How much time did it take ?

[C @Cyawpj]

@meysssak 😂😂😂😂

[C @Cyawpj]

@meysssak النّاس خايفت على الليرات و متمسكت بالشعارات، فنسيو حكومة القراط يلي بعدن لهلّق بحبوا اعضائها. الاعلام بهيدي الايام بتوصل و بتعظم الآلام و بتلعب على الاحساس تتفوّع و تصيطر على النّاس...

[C @Cyawpj]

@meysssak مستقبل هذا البلد ليس في هذا البلد ;)