PaxDefense

American Exceptionalism Never Dies

Views and comments are solely my own. Not financial advice, I am not an expert. Do your own research. $ONDS Maxxing

[PaxDefense @DefenseMargins]

Reindustrialization is a national survival story.

A country that cannot build cannot defend.

A country that cannot defend cannot lead.

And a country that cannot lead will watch others write the rules.

America will win.
Our companies will win.
We will win.

[Bodoxstocks @bodoxstocks]

$ONDS ONBERG⚡️👀

Germany is taking another step toward expanding counter-drone capabilities for critical infrastructure 🇩🇪

Brandenburg’s Interior Minister is pushing legislation that would allow operators- electricity, gas and water utilities- to protect their own facilities and he’s visiting ONBERG to see the technology in action.

exactly the kind of positioning you want to see before procurement starts… 👊🏻

🗣️ „On Wednesday, Redmann visits the company Onberg in Brandenburg/Havel, which develops systems for the protection of critical infrastructures. He will take part in demonstrations of autonomous drone defense systems."

[The Zero Hour Group @Zero_Hour_Group]

https://t.co/LZuTbihtZT

[BMSInvests @BMSInvests]

🦾🌊 Behind the scenes of the $ONDS “Iron Wave” promotional video ⬇️

The Robodog, Scout w/ the rifle always gets me, imagine seeing that approach you..

[PaxDefense @DefenseMargins]

@noaminvests

[PaxDefense @DefenseMargins]

Just wanted to say that I'm grateful for the support.

I've never posted on any site before. Not my thing. I've always done research. I'm glad I can do what I love and share it was others.

If anyone has any questions about anything $ONDS related, ask. When I say I love research, I love research. Questions, concerns, interests, thoughts. I'm all ears and would love to explore them.

We're just getting started. 🫡

[PaxDefense @DefenseMargins]

The storm is coming.

//

A patriot
is in charge.

$ONDS

[Sleuth 🔎 @YoYInvestor]

For the 3rd straight session, $ONDS is one of the most actively-traded stocks on the market.

What is going on with $ONDS?

[Sleuth 🔎 @YoYInvestor]

For the 3rd straight session, $ONDS is one of the most actively-traded stocks on the market.

What is going on with $ONDS?

[Sleuth 🔎 @YoYInvestor]

$ONDS Added 1,000 more shares just now…

Earnings in less than a month.

[PaxDefense @DefenseMargins]

The battlefield does not care how heavy the load is. ROOK carries it anyway. $ONDS @Roboteam_Inc

[BMSInvests @BMSInvests]

Congrats to all $KTOS holders, was definitely needed!

This is the first-of-its-kind, integrated, layered CUAS contract awarded in the US, something I hope $ONDS can secure in the coming months too.

Good for the sector overall, validates $ONDS shift into layered CUAS solutions - just need the $$$ (and it will come).

[PaxDefense @DefenseMargins]

@Ti1K0 Indeed. Also working on two articles currently.

[BMSInvests @BMSInvests]

$ONDS

🚨👀 NEW: ONBERG’S UGV IS CURRENTLY BEING TESTED IN UKRAINE‼️

HD Advanced Technology CEO, Jurgen Otto, also forecasts €300M in revenue for their armaments venture - which is heavily focused around their JV w/ $ONDS - ONBERG👀

This could be another revenue stream for $ONDS bringing in high tens of millions - low hundreds of millions within 2-3 years‼️

[BMSInvests @BMSInvests]

🚨 REMINDER: $ONDS management are meeting w/ Oppenheimer & Co. today‼️

Opp & Co. currently have a $16 PT for $ONDS, be interested to see if they release an updated report after today’s meeting👀

[PaxDefense @DefenseMargins]

Finally, some good coverage of Bird highlighted by BMS.

DAY TWO of the Farnborough International Airshow is long underway.

Remember, good coverage:

https://t.co/YjgkzXvKGF

https://t.co/EJZJpYwHIj

$ONDS

[BMSInvests @BMSInvests]

$ONDS

https://t.co/fHk0vfTVRg

[FBI Director Kash Patel @FBIDirectorKash]

39 days. 104 matches. 6.8 million spectators. One mission: keep the American people safe.

The FBI worked around the clock with federal, state, local and international partners to secure the largest sporting event in history. Together, law enforcement shared intelligence, protected venues and addressed threats before they could put fans at risk.

By the end of the tournament, nearly 1,600 drones had been detected in restricted airspace and more than 700 operating illegally had been seized.

It was a massive security operation, and it worked because agencies at every level planned early and operated as one team.

[PaxDefense @DefenseMargins]

Quoting because this is a massive misconception. Misguidance has led many to believe that @CeoOndas has zero faith in the company he's been part of for almost a decade now.

This could not be further from the truth. Please see @BMSInvests detailed breakdown:

https://t.co/hLD1N6tzaK

"He had 4.5M planned shares vest on June 1 2026, roughly $60.4M @ $13.43/share, this is added to his taxable income for 2026 and therefore hit the supplemental brackets of roughly 50% tax (depending on State), hence the automatic sale of 2.37M shares, or ~$31.9M, to cover the tax obligations. He held every other share that he could."

Every single executive of every single publicly traded company does this. It is not a bad thing. It is a not a caution signal, its taxes.

Know what you own. Or, at the least, actually know what you're denouncing so often. Zero disrespect to Azaro, hopefully this clears it up.

$ONDS

[Azaro Capital @AzaroCapital]

@DefenseMargins The CEO sold $31.9 million in shares five weeks ago.
$ONDS is falling hard to $4.50.

[PaxDefense @DefenseMargins]

I don't want to sound rude, but...

This is a basic misunderstanding of how businesses grow. Which, is odd, because Gublo clearly has experience in this space.

Nobody is claiming one $6.9M contract justifies a $4B valuation. The significance is that DZYNE secured an order from the Australian Department of Defence almost immediately after being acquired, production is already scaled, deliveries are beginning, and the contract creates a foothold for future expansion with a major allied customer.

It also did not happen in isolation. Ondas reported more than $150M in Q2 order activity and is targeting at least $525M in 2026 revenue. Every contract quite literally contributes to the larger Ondas thesis.

Companies do not receive one contract equal to their entire market cap. They accumulate customers, prove their technology, expand deployments and build recurring revenue.

Some will see it, others won't. Know what you own.

$ONDS

[Gublo🇨🇦 @Gubloinvestor]

$ONDS bulls are all happy over $6.9M contract.

Guys its $4B company.. $6.9M is nothing.

[PaxDefense @DefenseMargins]

@bidask123 This is the year of acquisition and integration. Again, I’m an investor, not a trader. I’m here for the long haul and completely recognize a lot of work still has to be done.

[PaxDefense @DefenseMargins]

Follow-up on Elbit’s $370M+ CBP announcement:

We identified one likely component, a CBP surveillance-tower task order worth up to $114.5M, with $86.1M currently obligated through May 2029.

That award appears focused on border surveillance towers, not counter-UAS.

However, Elbit announced multiple contracts totaling over $370M, meaning more than $255M in awards remain unidentified.

Elbit’s ReDrone counter-UAS system integrates Sentrycs’ Cyber-over-RF technology, but there is currently no evidence that ReDrone or Sentrycs is included in these CBP awards.

Potentially relevant to $ONDS, but not confirmed. Definitely one to watch.

[PaxDefense @DefenseMargins]

$ONDS

“Elbit Systems of America Awarded Contracts from U.S Customs and Border Protection Totaling Over $370 Million to Enhance U.S. National Security”

Wanted to highlight this. They don’t disclose what systems will be deployed, but Elbit’s ReDrone c-UAS system has Sentrycs integrated into.

Definitely one to watch

Know what you own.

https://t.co/MkE8bcblni

[Pax @1776pax]

Hey. How’s it going? Have a good Monday?

[PaxDefense @DefenseMargins]

@MickeyStonk Haha, thanks man! Seriously means a lot. There's plenty of more Ondas investors on here that cover a lot more than I do. But we all have something to contribute.