Sheriff Capital

Not financial advice.

[Sheriff Capital @SheriffStrategy]

@sampieriiii @BMSInvests After the conflict, will all countries suddenly ignore their defense capabilities and c-uas which is dual purpose?

[Sheriff Capital @SheriffStrategy]

@thinkReal Gorgeous watch

[Sheriff Capital @SheriffStrategy]

@nobodyiam13414 Look at the entire sector

[Sheriff Capital @SheriffStrategy]

$ONDS 👀 Airobotics’ Optimus system has completed over 3M+ autonomous missions.

In 2022, they had tens of thousands of flights.

That number is now over 3 million.

This amount of real world operational data is an incredible competitive advantage, particularly as autonomous systems become increasingly reliant on AI.

Millions of missions provide valuable insights for improving flight performance, reliability, and autonomous decision-making.

[Sheriff Capital @SheriffStrategy]

@Zero_Hour_Group Followed 🤝 Great work

[Sheriff Capital @SheriffStrategy]

$ONDS 🚨JUST IN🚨

Ondas Expands Airborne Defense Capabilities with EASA Certification of Advanced Missile Protection System on Bombardier Global 7500

https://t.co/TGQVCaqyUA

[Sheriff Capital @SheriffStrategy]

@Schage2854 🤦‍♂️

[Sheriff Capital @SheriffStrategy]

$ONDS 🎤 Ondas CEO Eric Brock says that Ondas has been working on Regena since Worldview started their partnership with Palantir.

They started working together March of this year. That means that Regena has been in the works for 7 months.

Tons of progress behind the scenes and I believe earnings will be an eye opener as to how Ondas is becoming a prime in the defense sector.

[Sheriff Capital @SheriffStrategy]

Clip is at 9:25 in the interview.

[Sheriff Capital @SheriffStrategy]

$ONDS $PLTR 👀 Regna AI Fact sheets.

[Sheriff Capital @SheriffStrategy]

$ONDS Last week, we know Ondas was going to be at the Palantir AUSA booth.

I believe now we know why.

☑️ Today, Ondas Announces Regna AI, Powered by Palantir.

👀 Ondas will serve as Regna AI’s first customer, deploying fine-tuned models to run autonomous mission orchestration on the edge.

🤯 Regna AI is initially wholly-owned by Ondas, and will build on Ondas and Palantir’s existing collaboration on SkyWeaver C4.

🫡 Beginning with ISR and its foundational work with Ondas, Regna AI plans to expand into additional mission areas and into security, critical infrastructure and industrial markets, extending its opportunity well beyond defense.

[Sheriff Capital @SheriffStrategy]

@gavrilatrading Definitely a bit of both, theres a ton of hiring activities across subsidiaries but of course acquiring companies will also raise the employee count.

[Sheriff Capital @SheriffStrategy]

$ONDS 🤯 Ondas CEO Eric Brock said that Ondas now has over 2000 employees in a recent interview.

Mid August they had 1700 employees, tons of hiring in 2 months, tons of growth in 2 months.

The valuation remains stupidly undervalued in my opinion.

[Sheriff Capital @SheriffStrategy]

@Mastacash They haven’t guided FY 2027. 2026, it can be known but it’s not necessary to fulfill the guidance.

[Sheriff Capital @SheriffStrategy]

$ONDS 🤯 Ondas has secured over $270M in orders since June 30.

They secured $165M in aggregate orders during the second half of August through October 1st.

This is the PR needed for a move.

https://t.co/KWwLAflzpv

[Sheriff Capital @SheriffStrategy]

$ONDS ORDER VELOCITY IS ACCELERATING FAST.

A month and a half ago, Ondas was averaging roughly $2.5M in orders per day.

The most recent PR shows it is now closer to:

$3.5M/day

That’s a 40% increase in daily order intake pace in roughly 1.5 months.

The headline isn’t that Ondas is winning more orders.

It’s that the rate at which orders are coming in is accelerating significantly.

[Sheriff Capital @SheriffStrategy]

$ONDS ‼️BACKLOG UPDATE‼️

$757M June 30 + $270M Since June 30 =

$1.03B

Just over a billion here. Good work from the team going into earnings.

[Sheriff Capital @SheriffStrategy]

$ONDS 👀 Figure this has been the case for a while but now its official :

ONDAS BACKLOG IS NOW OVER $1B

[Sheriff Capital @SheriffStrategy]

@imapedestrian @Chris76985971 @infleqtion @OndasHoldings They are through World view

[Sheriff Capital @SheriffStrategy]

$ONDS 👀🎤 Palantir CEO & Co-Founder Alex Karp said this about Ondas earlier this year :

"Persistent sensing platforms like World View's Stratollites and Ondas' suite of autonomous systems, represent a new frontier in operational intelligence,"

"By combining Palantir's software platforms with World View's unique stratospheric capabilities and Ondas' broader autonomous ecosystem, we're building the operational backbone required to scale these missions."

[Kraken Stock Research @KrakenStockRes]

Yeah, $PLTR seems to be the clearest catalyst for $ONDS over the next few months.

As long as the execution goes well, they should drop a bombshell during the next earnings call.

This is from the press release they published on March 12, 2026.

https://t.co/eeq7ZuvmUR

[Sheriff Capital @SheriffStrategy]

$ONDS 👀 CEO Eric Brock on being underestimated below ⬇️

[Eric Brock @CeoOndas]

Being underestimated has its advantages.

For investors, it creates more surface area for reflexivity to work its magic. 👊🏼

[Sheriff Capital @SheriffStrategy]

I will say I don’t believe that market cap was justifiable at all at in January. I think the capital raise at 16.45, despite the “delta hedge” and manipulation, was one of the best business decisions made.

You essentially got very cheap cash and sure the investors have suffered from it but having that cash has certainly allowed for the company to actually justify a 5.7B valuation easily despite it not being there.

However I think there is a difference between use and abuse; raising the 1.5B was use. All of the endless acquisitions after using stock was abuse. Unironically I think a $8.55B market cap now would be equal to it being $5.7B in January. I would even go on to say it is more justifiable than 5.7 was in January. It is a market valuation issue, not fully an Ondas issue but of course buying companies with shares so often will have a result like this on share price for the short term.

I believe it all changes at earnings.