Sleuth 🔎

Only private elite here!! I will mainly talk about crypt market, price action analysis etc. ONLY FOR A FEW PEOPLE MAIN ACCOUNT @YoYInvestor

[Sleuth 🔎 @YoYInvest0r]

$AMC was the 2nd most actively-traded stock on the market today, beaten only by $ONDS.

The reason for such explosive volume in $AMC shares was the company reporting the best earnings in its HISTORY.

Meanwhile, $ONDS made up a 40M-share intraday deficit to overtake $AMC

[Sleuth 🔎 @YoYInvest0r]

$ONDS Figured I’d add some more to the retirement account...

Felt like the right thing to do.

Need to be positioned for earnings.

Not trying to perfectly time the bottom.

[Sleuth 🔎 @YoYInvest0r]

🚨 $ONDS IS THE 2ND MOST ACTIVELY-TRADED STOCK ON THE MARKET TODAY, APPROACHING 75M IN VOLUME 🚨

Why is $ONDS experiencing such high volume lately?

Any guesses?

[Sleuth 🔎 @YoYInvestor]

% MOVE TO TAKE OUT YTD HIGHS:

$KTOS: 177.8% gain needed

$AVAV: 177.8% gain needed

$DPRO: 150.0% gain needed

$AVEX: 138.1% gain needed

$RCAT: 132.6% gain needed

$ONDS: 132.6% gain needed

$AMPX: 127.3% gain needed

$UMAC: 100.0% gain needed

$LPTH: 75.4% gain needed

[Sleuth 🔎 @YoYInvestor]

🐻 THE DRONE & DEFENSE BEAR MARKET 🐻

$KTOS: -64% drawdown from YTD High of $134.00
$AVAV: -64% drawdown from YTD High of $408.25
$DPRO: -60% drawdown from YTD High of $10.62
$AVEX: -58% drawdown from YTD High of $40.99
$RCAT: -57% drawdown from YTD High of $18.02
$ONDS: -57% drawdown from YTD High of $15.28
$AMPX: -56% drawdown from YTD High of $23.40
$UMAC: -50% drawdown from YTD High of $34.36
$LPTH: -43% drawdown from YTD High of $18.80

If you are feeling discouraged by the performance of your drone & defense investments in 2026, just know you are not alone.

This has been an indiscriminate, sector-wide event that has punished all names in the category.

[Sleuth 🔎 @YoYInvestor]

Bought some $ONDS at $6.69 and $6.71

[Sleuth 🔎 @YoYInvestor]

$ONDS Don’t be fooled…

The drone/defense theme as a whole is highly out of favor right now.

Some would even call it a “sector bear market.”

You should want your CEOs to stay focused on compounding value and delivering attractive ROI over time, NOT on trying to protect a short term share price.

This is emotional and reactionary behavior.

Though it might not seem like it right now, the sector bull market will eventually return, and $ONDS will do exactly what it’s done in the past…

Lead it.

[Sleuth 🔎 @YoYInvestor]

$ONDS I whole-heartedly agree with this take.

Clearly, I am extremely bullish on $ONDS, but now, it’s time for management to “prove it” with real, meaningful wins that validate the thesis.

The tech and go-to-market platforms are largely in place following the recent DZYNE acquisition.

The next step is about integration, execution, and delivering on the vision.

Believe it or not, I am not simply a “cheerleader” who believes $ONDS can do no wrong…

So far, management has given me no reason not to trust them, so I will continue to do so, but I, too, have high expectations as we wade into this next “wave” of the $ONDS story defined by execution, delivery, and big wins that justify the “building” phase and related new share issuance.

I have high confidence that @CeoOndas understands the gravity of his responsibility to shareholders, and that he will always seek to do the right thing for the long-term success of the company.

He has proven this consistently, and my trust is in him to continue doing so.

I am as bullish as ever, but my expectations are higher than ever.

Thankfully, I believe @CeoOndas is the guy to meet (and exceed) those expectations 👊🏼

[Sleuth 🔎 @YoYInvestor]

$ONDS “NEW” EMPLOYEE SPOTLIGHT: ADAM WIRTH, DIRECTOR OF BUSINESS DEVELOPMENT AT ONDAS SENTINEL👊🏼

The DZYNE acquisition wasn’t just about adding technology, it was about adding operational expertise and talent.

As I’ve been reading through the backgrounds of the people joining $ONDS, one individual who stands out is Adam Wirth, Director of Business Development of the newly-formed Ondas Sentinel.

Adam spends a lot of his time working directly with U.S. military units, helping integrate Counter-UAS capabilities into real-world operations, training warfighters, and gathering feedback from the people who actually use these systems.

It’s very hard to replicate this perspective and experience.

Reading his recent posts, one theme comes through consistently: capability over marketing.

Rather than relying on fancy pitch decks, Adam has repeatedly advocated for side-by-side demonstrations where competing systems are evaluated under identical conditions while letting performance speaks for itself.

He also emphasizes continuous product improvement driven by direct feedback from operators in the field, something he is clearly passionate about.

The DZYNE acquisition strengthens the $ONDS technology portfolio no doubt, but just as important are the people joining the company… the leaders who understand not only how these technologies work, but how they’re actually used by our warfighters.

Technology is obviously important, but operational experience builds credibility that is invaluable.

When you combine world class products with leaders who have spent years working alongside the brave men and women they’re designed to support, that creates something much more difficult for competitors to replicate.

This is easily one of the most valuable aspects of the DZYNE acquisition.

These are the kind of folks I am thrilled to have joining the $ONDS family 👊🏼

@OndasHoldings @CeoOndas

[Sleuth 🔎 @YoYInvestor]

RFG Advisory, LLC reports ownership of 2,787,202 shares of $ONDS as of 06/30/2026, a 57% increase since 03/31/2026.

Source:

https://t.co/wkaB2vjZCL

It looks like the $ONDS 13Fs are slowly starting to roll in...

Reminder: 8/14/2026 is the deadline for institutional investors to file 13F reports reflecting positions held as of 06/30/2026.

The largest holders tend to report holdings much closer to the deadline, but this is something we will be keeping an eye on, as always.

If this Q2 was anything like Q1, we will see institutional ownership in $ONDS continue to climb.

[Sleuth 🔎 @YoYInvestor]

🚨 BREAKING: $ONDS MANAGEMENT TO MEET WITH OPPENHEIMER ON JULY 21ST 🚨

Reminder: Oppenheimer is one of @OndasHoldings' primary capital markets partners, and has previously served as underwriter, bookrunner, and placement agent for past offerings, including the $1B RDO in January 2026.

Oppenheimer's Timothy Horan also maintains a "Buy" rating on $ONDS shares with a $16 price target, which is a 125%+ move from current levels.

Interestingly, Timothy is the only analyst covering $ONDS that did not update his note/price target following the DZYNE acquisition.

This will be worth paying attention to in the days following the OpCo meeting...

https://t.co/2SyLuBYsob

[Sleuth 🔎 @YoYInvestor]

👀 $ONDS It appears Japan is becoming very interested in DZYNE’s IonStrike platform 🇯🇵

[Sleuth 🔎 @YoYInvestor]

$ONDS Emil Michael, Secretary of War for Research and Engineering and Chief Technology for the Department of War, is telling you exactly what @CeoOndas has been emphasizing for many months now:

- Affordable mass
- Modular architectures
- Software-enabled, open systems
- Manufacturing at scale
- Robust industrial bases

There is exceptionally clear alignment between what the Department of War is explicitly seeking and what $ONDS can provide through their suite of systems and manufacturing partners across the U.S.

Thanks for the tag @GhostOfLaszloJ

[Sleuth 🔎 @YoYInvestor]

Hard not to consider the possibility that @pdicarlotrader put in the bottom for us when he sold $ONDS 🤣

In all seriousness, Peter handles the criticism in his comments very well and sticks to his own rules for trading. As far as I can tell, his decision to exit this trade has nothing to do with a negative fundamental view on the company, only his own trading indicators.

I’ll never knock someone for following their own game plan, but I will gladly thank Peter for the sacrifice in case yesterday was the bottom 👊🏼

[Sleuth 🔎 @YoYInvestor]

$ONDS ✍️✍️✍️

[Sleuth 🔎 @YoYInvestor]

🚨 $ONDS IS BUILDING A NEW EDGE APPLICATIONS TEAM AT AIROBOTICS 🚨

Airobotics recently posted a "Senior Software Engineer – Edge" position on their careers page.

The first line that stood out:

"We are establishing a new Edge Applications team within our Software R&D department."

According to the posting, this team will focus on:

🔹 Developing high-performance applications that run directly on drone and edge computing platforms

🔹 Building software that bridges robotics, autonomy, AI, and mission-critical operational workflows

🔹 Developing AI pipelines, mission logic, onboard systems, and communication systems

🔹 Optimizing software for constrained compute, network, and power environments

🔹 Participating in the architecture of the company's future platform evolution

This tells me that Airobotics is investing heavily in onboard intelligence, where more decision-making happens directly on the aircraft instead of relying solely on centralized systems.

What's particularly interesting is the use of the word "Edge."

Instead of sending sensor data back to a centralized server for processing, edge computing enables AI and mission software to run directly on the aircraft, which reduces latency, minimizes bandwidth requirements, and allows autonomous systems to continue operating even in degraded or contested communication environments.

Earlier this year, $ONDS announced SkyWeaver with $PLTR, describing it as "bringing AI and model inference to the edge."

Now, the engineering direction appears consistent with that broader vision: more onboard AI, more edge computing, and more autonomous mission capability.

As we know, SkyWeaver integration across the $ONDS stack is slated for Q4 of this year.

Another recently-posted edge role reinforces this trend that focuses on:

• GNSS-denied navigation

• Visual navigation

• Sensor fusion

• VIO / SLAM

Airobotics is clearly investing in the core technologies behind next-gen autonomous drone systems 👀

[Sleuth 🔎 @YoYInvestor]

Newsflash: $ONDS is not going to win every single contract, tender, program, etc.

If you expected otherwise, time for you to reconsider how rational of an expectation that is…

There are more than enough dollars to go around here

Congrats to Kela and eyeAtop on the win

[Sleuth 🔎 @YoYInvestor]

Attempting to value $ONDS on TTM values is just about the dumbest thing you could possibly do when looking at this business

[Sleuth 🔎 @YoYInvestor]

$ONDS November 7th, 2025:

$ONDS hits an intraday low of $4.95 before snapping back and closing at $5.81 in spite of the broader market being deep red.

$ONDS didn’t look back after that day, and went on an explosive run that peaked at $15.28 in early January 2026.

I am seeing a similar pattern today with this morning’s visit to <$7 and display of relative strength.

An equal, 208% move from current levels would take us to just under $23, right around the average price target among Wall Street analysts.

Not a prediction, only an observation.

Let’s see what happens.

[Sleuth 🔎 @YoYInvestor]

Starting to wonder if @SheriffStrategy nailed this bottom call on $ONDS

Time will tell…