$ONDS Dilution is up 38.27% (380.80M➡️526.54M) and revenue guidance is up 275% (140M➡️525M) since early January. Seems like our CEO is good at math. @CeoOndas
🚨 $RKLB wins $266M suborbital launch contract for 12 vehicles with an option to add six more.
Work will be performed at Pacific Spaceport Complex in Alaska(!?)
$RKLB is up nearly 7% in after hours trading.
$RKLB wins a HUGE HASTE contract for suborbital launch. $266M for 12 launches (with an option for 6 more).
This is the SECOND huge multilaunch contract for HASTE since I wrote this in February.
This is 100000% a moat for $RKLB.
No one comes close to being able to provide this capability.
But keep selling your shares.
$RKLB LANDS $266M AIR FORCE DEAL
Rocket Lab wins a $266 million U.S. Air Force contract, adding another solid defense win to the backlog.
🔹 Fresh national security revenue on the books
🔹 Continues the streak of government awards for launch and space systems
🔹 Defense work remains a key growth driver alongside commercial launches
$RKLB LANDS $266M AIR FORCE DEAL
Rocket Lab wins a $266 million U.S. Air Force contract, adding another solid defense win to the backlog.
🔹 Fresh national security revenue on the books
🔹 Continues the streak of government awards for launch and space systems
🔹 Defense work remains a key growth driver alongside commercial launches
🚀 Ondas stands out in the Communications Equipment industry vs competitors:
- Highest revenue growth: +1,079.9%
- Virtually debt-free: Debt/Equity = 0.01
- Strong ROE: 47.84%
High growth + ultra-clean balance sheet = built for the future. $ONDS
(Source: Benzinga analysis)https://t.co/AIOpHNF48H
$RKLB
The Space Force is now seeking to buy up to $30 billion in rocket launches.
Can you imagine how much of that pie Rocketlab will take?
If it would be only 1% that would mean $300 million, which is 50% of Rocket Lab revenue.
And that’s even before Neutron is launched!
🤔 $ONDS COST TO BORROW RISES TO 8.47% 🤔
Remember, cost to borrow represents the annualized fee that short sellers pay to borrow $ONDS shares in order to sell them short.
The baseline cost to borrow this year has been less than 2%, which made it very inexpensive for short sellers to put
pressure on the stock.
At this point, short sellers are paying a lot more each day just to be short $ONDS, a position that has already moved significantly in their favor over the last 7 weeks.
If a catalyst emerges that forces shorts to cover (such as a major contract announcement or blowout Q2 earnings), the covering dynamic along with rising borrow costs could make things pretty interesting…
My opinion is there is not much left to squeeze out of this short trade at the current valuation and given what we know $ONDS is guiding to achieve in the back half of the year.
I believe shorts are playing a dangerous, greedy game here.
🚀 Wall Street is still aiming higher on Rocket Lab.
Latest analyst snapshot shows 13 Buy, 3 Hold, 0 Sell, with targets ranging from $60 to $150 and an average around $113. $RKLB
🚨BREAKING NEWS:The ultimate escalation.
The US military just took the fight straight to Tehran, targeting the IRGC's core Sar-Allah Headquarters.
The main command facility is reportedly burning down right now. Game over for deniability. ⚡
🚨BREAKING NEWS :The US has completely destroyed the IRGC headquarters in Iran. This was the primary location from which Iran controlled its air force.
The attack was so massive that surrounding buildings were completely destroyed. An uncontrollable fire is raging at th
🚨 Rocket Lab is now in the expanded NSSL Phase 3 Lane 1 launch provider pool as the ceiling rises to $17B.
More access. More task-order opportunity. More national security relevance. $RKLB
https://t.co/TqwuJS1TgB
🚨 Ondas is stacking the pieces:
DZYNE.
Sentrycs.
Cyberhawk.
LADOS.
World View.
Counter-UAS.
Autonomous defense.
Stratospheric ISR.
Mission command.
This isn’t one headline.
It’s a platform forming in real time.
$ONDS
I think a good lesson to take from the past month or two is that you need to trim when things are running hot so that you have capital to deploy when things are crashing.
I was guilty of not doing enough of that as well.
Hostile drones are changing the economics of defense. Low-cost threats require scalable, low-cost answers.
Proud that @OndasHoldings IonStrike has been selected for a fly-off with the Japan Self-Defense Forces.
Built for layered counter-UAS, and built for the fight ahead.
https://t.co/GmfyfRVCul