Mike Romano

Investing for Financial Freedom

[Nick @wealthmatica]

"We believe, we could ultimately become a $1 BILLION annual recurring service revenue opportunity..."

– Eric Brock, CEO (Q3 earnings call)

$ONDS

[Mike Romano @MikePLTR]

Investing in growth companies is not for the weak

[Mike Romano @MikePLTR]

@ScottColeBCS @Paul2kq7 @BigbiYahuwitz The population grew

[Steven Fiorillo @stevenfiorillo]

Great timing heading into Q3 earnings. I think investors whose entire bearish thesis on $ONDS revolves around dilution are missing the bigger picture.

Dilution matters but so does what that capital is building. I believe @CeoOndas is making acquisitions with a clear purpose and adding capabilities that can make the combined business more valuable over time.

The question is whether those acquisitions will create more value per share over the long term. That’s why I’m bullish because I believe they do.

I’m looking forward to seeing what he says on the Q3 earnings call.

[Mike Romano @MikePLTR]

@HolySmokas $ONDS

[Mike Romano @MikePLTR]

@cyberprince_rwo @OndasHoldings @AiroboticsUAV They used to do this. Didn’t work. Now we wait for earnings.

[Mike Romano @MikePLTR]

Just got back from a trip to Israel.

Everything you have been hearing is a lie.

What an amazing place.

[Mike Romano @MikePLTR]

@himshouse lol

[Mike Romano @MikePLTR]

@farzyness I like that I can always go to your YT for the latest Tesla and SpaceX

[Mike Romano @MikePLTR]

@stevenfiorillo ONDS is coming

[Mike Romano @MikePLTR]

@RealOpenArmy @Nbusiness1990 @nejatian Ask him wtf is going on

[Mike Romano @MikePLTR]

@ethereal_echo14 Look how they speak on your name @nejatian @rabois

[Mike Romano @MikePLTR]

@TheLongInvest @MurrayHillGuy1 Genocide by the population has grown

[Mike Romano @MikePLTR]

@gr8tful88 @WatcherGuru Or they can get a job

[Shay Boloor @StockSavvyShay]

Citizens estimates a ~$160B addressable market for $ONDS but what really stands out to me is that ~$120B comes from counter-drone defense alone with ~$96B of that opportunity coming international.

That international exposure is huge because allied militaries facing cheap drone threats cannot keep relying on million-dollar missiles which creates a growing need for better detection and interception systems that can be deployed at scale.

And I almost look at rest of this chart as a roadmap for what Ondas could become with Stemme bringing ISR aircraft manufacturing in-house at ~25% factory utilization while autonomous ground systems and precision strike represent next logical pieces of a much broader defense platform.

[Mike Romano @MikePLTR]

@RealAlexJones This is what you and others fought for. Enjoy.

[BMSInvests @BMSInvests]

$ONDS

🤯👀 Bearing in mind that one ULTRA costs between ~$8-9m per unit, which at full manufacturing capacity would reflect:

~$80-90m per month
~$960-$1.08B per year

If all units were sold.

Insane numbers.

Then add in World View, Sentrycs, Iron Wave, 4M, Cyberhawk, SkyWeaver, Regna etc..

And you expect me to be bearish?!

Let’s go @CeoOndas 👊🏻🔥

[Mike Romano @MikePLTR]

@iambusinessdad Oh didn’t notice. I’m on vacation. I invest for years to come so looks like today is a big buying opportunity. Thanks for the heads up!

[Mike Romano @MikePLTR]

@iambusinessdad Excellent. Why do you ask?

[IREN @IREN_Ltd]

New multi-year contracts. Disciplined capital allocation. Flexibility to set our own pace of growth. Value at every layer of the platform.

Last quarter, AI Cloud revenue nearly tripled to $200 million.

Other highlights from our Q1 FY27 results:
- Total quarterly revenue increased 66% sequentially to $228 million 
- AI Cloud quarterly revenue increased 182% sequentially to $200 million 
- AI Cloud segment gross margin of 86%, in line with prior quarter 
- Revenue backlog increased 22% sequentially to $20.3 billion; approximately two-thirds with investment-grade counterparties 
- More than $4 billion ARR target is fully contracted and fully funded 
- Expanded contract with Leading Frontier AI Lab post-quarter end

Listen to our conference call at 5:00 p.m. ET today: https://t.co/YbAUOEmptx

Read more: https://t.co/F03VUQMTIG