Football Guy's Guy

Baseball and football nerd. $ENVX $SPWR $HIMS $ONDS $INFQ $SKYT $AMKR $UUUU $OSCR $AMPX $TSLA $BMNR $ETH and $BBBY

[Football Guy's Guy @Bleacherbum]

$ENVX Some of the things that Raj and Ajay said directly on the earnings call last Wednesday, with commentary in the parenthesis portion after each statement:
-We shipped early engineering samples to our lead smartphone OEM with the results confirming the critical safety tests are all passing. (Who is the lead smartphone OEM? Samsung?)
-We received the cell dimensions as a continuation of the agreement we made with them. These dimensions are actually of the cell that they expect to be shipping in 2025. (This is the same OEM as above. Is this Samsung?)
-In line with the agreement we announced in June 2024, we also delivered our first battery packs of our first custom cells from Malaysia with packs built in our Korea facility. (This is likely $META)
-In addition, we secured a purchase order from a custom battery from a second marquee smart eyeware customer. (Is this $AAPL? Likely the case it is them or Samsung again)
-Yields are now well beyond the final levels we achieved in Fab1. (Yields were 60% in fab 1, so we are well beyond that is nice to hear.)
-We now have multiple customer audits going on, serving as a strong testament to our manufacturing readiness and our customers' interest in using our products. (Multiple means 3 to 5 customers, all doing this right before they would have a mass purchase order.)
-While we remain focused on smartphones, we're also prioritizing segments where major battery constraints or supply chain requirements are creating a strong competitive advantage for our technology. (HELLO, this is nice to hear and more on this soon in the earnings call)
-Smart eyewear emerged as one of these segments and we're now in the process of developing custom cells for marquee customers in this space. (Marquee companies in smart eyewear include: $META, $AAPL, Google and Samsung)
-Another market that recently emerged as a unique growth opportunity for us is the defense industry, where we recognized a significant portion of our 2024 revenues with conventional graphite battery products. (Hello U.S. and South Korean Governments, let's do a lot of business going forward.)
-Since the US elections last November, we observed an increase in inbound interest from drone manufacturers and defense suppliers seeking battery solutions that comply with allied country supply chain requirements. Earlier this year, we secured a sample purchase order from one of these suppliers for autonomous AI systems. (Anduril, @PalmerLuckey @anduriltech, your tech is going to be even better than it already is with @EnovixBatteries)
-We have officially kicked off the design phase of EX-3M, incorporating feedback from our lead OEMs to ensure alignment with their evolving requirements. (this will blow every battery on the market out of the water)
-Now we are adding capacity to Zone 1 as we see the indications from the market as to how much volume do we need to support. So that's where the capacity lies. And the way we are looking at adding lines is basically long lead time items, such as various different items in the line, which are on the, used as control systems on the manufacturing line. We are ordering and keeping them as inventory at our suppliers. So this makes us, gives us the ability to shrink the timeline as to when we can add second, third, fourth clients. (Is Ajay saying here that each customer will have their own line? If so, there could be 3 to 5 customers auditing and close to securing a line of their own.)
-We talked about two agreements that we have with two customers and they're both progressing. One of them, we actually received the, after passing the milestones and last time I talked about getting a payment for the milestones, we now got a very important miles, next milestone, which is, we got the exact dimensions of the battery that will be in the phone this year. So that is a huge step because now we understand exactly what it is. (Who are these two clients? Tw of the top 8 cell phone OEMs.)
-Just to remind the viewers, what we sampled was a standard battery that we made here of a standard size. But now we got dimensions of the battery and this is north of 7,000 milliamp hours, so sizable battery-And again, this one particular battery that we are making for this customer, it could go into multiple models. Typically, these batteries go into multiple models within the segment of the market. (A one size fits all, and no need to make different batteries for different models. So awesome.)
-And whatever improvements we do, actually the focus from Line 2 to 4 is going to be optimizing the line for also CapEx spend per line as well as the speed. (A lot of learnings and fantastic to hear.)
-That's a more expensive line, but gives us the flexibility because we're not sure exactly where the demand would be when we built that line. As we get more and more visibility into like these kind of custom cells, we can optimize our lines more to that size cells and not have so much flexibility in it, which optimize the cost of the line, which increase the throughput of the line, so which is kind of like a natural evolution of how you do manufacturing as you understand the product demand better. (The universal line already in operation is the most expensive line. The lines going forward will be more affordable because they will be customized for the clients needs.)
-We have capacity now in our Korean factory to support some of these for now. And we have space available nearby and we can expand that and build more capacity. I mean, the good news is that, as these things start getting qualified, we get visibility into what this demand could be like in next year because it takes a year or so to get these things really qualified into production. And as we start getting into quals in these opportunities, we will and we can expand in our facility there. It's a very nice site, it's in Nonsan, and we have opportunity to grow there. So we are excited by that. (Raj alluded that expansion in Korea is coming.)
-I mean, we have some, we are able to now get the materials from these EV makers and we have them in our Malaysia factory because as you remember, we shut the factory down here. Originally, we were thinking of doing some of that work here, but we moved it all to Malaysia and Ajay was able to create some space there because these are different materials. They were to be handled a little differently. So we have an area there where we are doing the EV work. And we're now able to dice that material and we are working on making those into cells to prove out the advantage of our architecture even in the EV space. So stay tuned for that. I think this year, we should have some updates on that. (Updates on EV likely means licensing is going to be coming this year. They have their own dedicated space and showing how they can differentiate with $ENVX architecture. Who are the EV clients? $TSLA? Porsche? VW? Toyota?)
-You see in our investor letter, we are able to not only make this cell, but we are able to package it with the battery management and so on into a pack in our Korea facility and we were able to deliver that to the customer. So it's a tremendous progress from the time we got the purchase order to actually get some early samples out from our new factory. So and the results look really good. And like I said, we're going to continue to make that. And I'm kind of bullish on this market as a market that has a lot of potential in the out years, particularly because of the user interface problem has been really solved well with GenAI. You can speak to these devices. (Raj is bullish and so is $META when they are receiving this. This makes sense why $META said this will be the year for them in this space.)
-That's the reason we are seeing tremendous interest on our technology in this space. It will take some time to get to multiple tens of millions, but it's a good place to start. (Multiple tens of millions of batteries being shipped in the AR space is just major, since that could easily be a half a billion in revenue alone, and that is not even smarthpones or EVs.)
-So there are some longer lead time items, which we have told working with our suppliers, we have started stockpiling them at their place on their dime. But they're taking a risk on us, which is really good way of handling of how quickly you can set up this Line number 2 and then Line number 3. And so we are trying to always look for ways of shrinking that timeline. The first one took whatever time it took. The second one will be significantly lesser. And our ability to quickly ramp that into the production is also going to improve over time. (Gonna be a lot quicker to get future lines up, and they have the materials at the ready when the purchase orders come in.)
-Like, for example, in 2024, we talk to them about what's the kind of phone model that would launch in late 2025 and we get requirements in terms of cycle life, energy density, in terms of size, in terms of fast charge capability and so on. At the same time, they give us these requirements. They're also working on what process they should pick, how much memory should it have, what display they're using, what camera they should use, and we give them a certain standard size cell, the cell that we've made internally. They test them and then they extrapolate from that what that performance will look like and what performance they need when they fix all the other components in the phone, right? And then they give us the exact dimensions of the cell, which is what we just got now. And then we make that cell and we give it to them and then they test it along with all the other components which are now frozen. And if everything passes and everything looks good, then they give us a purchase order to make multiple volume production of that cell. Now that one particular cell could now go into multiple models in '25 and in '26 too. So it's not like it's only stops at '25. Because like I mentioned, there could be different phone models that can be launched in different parts of the world. And that could continue through '26, for example. And then when they start thinking about what's going to launch in '26, if there are some changes to that cell, they'll give us those and we start working on them. So this is going to be a continuum, if you will. It's not like we make this cell, it goes '25 done, we make another cell, it goes '26 done. It doesn't work like that. It's usually a continuum, there'll be some overlap between the phone launches based on the regions they're launching, based on the volume they're launching. That's typically how this works. (There is so much good stuff here, I don't know where to begin other than they know they will be in phone models beginning this year and going forward. That is a lot of fun to see and will be a lot of fun for investors.)

A lot of good out of this call. Cannot wait to see continued execution. @jmalchow @DrTJRodgers @AlderLaneEggs @RocketPenguin75 @eenLien @mcinnes_danny @spenbaker @MichelNantel @Foldnow1984

[Bodoxstocks @bodoxstocks]

$ONDS

Switzerland is now openly fast-tracking anti-drone procurement because drone incursions over civilian and military infrastructure are accelerating 🇨🇭

they’re talking about protecting critical European infrastructure at speed.

already last year, Securiton was awarded a first $4.4M contract 👀 although it officially went to D-Fend, we all know they integrate IDR into their stack.

🗣️ „Rising intrusions means the Swiss have been buying systems as quickly as possible to protect the army against drones…“ 👊🏻

This could get really interesting if Switzerland properly ramps things up…

[Sleuth 🔎 @YoYInvestor]

$ONDS Important clarification: it only “needs” to hold as support if you’re interested in trading (for most people, it’s actually gambling).

If you’re an actual investor, these levels don’t matter at all.

Hope everyone is doing alright out there 👊🏼

[Lance Teren @LanceTeren]

GOVERNMENTS ARE FIGHTING FOR QUANTUM SUPREMACY! 🇺🇸🇯🇵🇨🇳

The US and Japan just put $1 billion behind quantum, AI, and fusion. Everyone is reading it as an AI headline, though the quantum piece is the part nobody is thinking about.

Announced today. $500M from the US Department of Energy, $500M from Japan, five years, routed through the DOE's 17 national labs. Japan is the first foreign ally let into Trump's Genesis Mission.

Here's the part that matters. Quantum information science is named as a core pillar, right alongside AI and fusion. This isn't a side mention, It's a national security priority. Think about it, $2 billion dollars were just committed to 9 quantum companies including $INFQ, $QBTS, $IBM, etc and now this new funding round too. QUANTUM IS A DIRE INDUSTRY FOR US SUPREMACY.
The sooner you realize this the better off you'll be.

Although the way this funding works is different. The US government doesn't build quantum technology in a government lab and sell it. They fund the research, then let private companies commercialize it. The government becomes the first customer through defense, NASA, and intelligence contracts, which is real revenue before a commercial market even exists. $INFQ is the perfect example of this as they have been contracted by all of these departments already.

The labs do the science. The public companies capture the upside. That's the whole structure. Government money is pouring into quantum and taking ownership on the way in. Expect another massive re-rate for the industry soon enough.
$IONQ $INFQ ethereum:0x4a220e6096b25eadb88358cb44068a3248254675

[Bodoxstocks @bodoxstocks]

$ONDS strong thesis.

most people still think counter-uas is all about the tech race. better radar, stronger jammers, newer sensors, faster drones.

nah, missing the point. that’s only part of the bigger picture. the real bottlenecks are increasingly integration, fragmented command structures, missing doctrine and the ability to connect everything into one operational layer.

modern counter-uas is about building a true system of systems, no standalone tools anymore. that’s where Ondas has been moving for a while now. piece by piece, they’ve been assembling the missing layers (and they’re gonna keep pushing aggressively).

if you still think counter-uas is just a hardware game, you probably haven’t noticed where the industry is heading yet…

[Bodoxstocks @bodoxstocks]

$ONDS stormy outside.

[TJ_Investor @TJ_Investor94]

$ONDS These are solid, well-thought-out strategic investments. Not to mention acquisitions.

Eric knows exactly where to invest capital to maximize its impact. His approach is strategic, disciplined, and focused on long-term value creation, consistently identifying opportunities that strengthen the ecosystem and position future growth. 🚀

[Mason @miscomputate]

My original $INFQ thesis that I wrote down late last year (when it was still trading as $CCCX):

“@Infleqtion is materially undervalued relative to its assets, revenue, cash position, timing business, RF sensing business, government relationships, and quantum optionality.”

I literally had that written in my notes next to my $CRML thesis.

It's incredibly important to write these things down when building a high-conviction position. Keep coming back to them. And don't be afraid to update or change your thesis as new information emerges.

The thesis either gets stronger or weaker based on company execution.

It doesn't change because another ticker is getting more attention this week. One of the biggest risks for investors isn't that their core thesis is wrong. It's abandoning it to chase whatever idea happens to be the market's favorite at the moment.

[Hims House @himshouse]

$HIMS $NVO $LLY

🚨 RUMOR: THE WEGOVY PILL IS IMMINENT IN BRITAIN

The Daily Mail is reporting it is set to be approved "within days"

Previously, approval was estimated for end of 2026

Twice as many Britons say they would take a weight-loss pill vs injection, according to polling by UK-based telehealth company Numan

$HIMS launched its weight-loss business in the UK in December and currently sells Wegovy at a starting price of £149/mo

[Bodoxstocks @bodoxstocks]

$ONDS alright, let‘s connect the dots…👊🏻

Shalmor’s background sits right in that UAE–Israel business ecosystem that really accelerated after the Abraham Accords. Morocco later became part of that broader normalization corridor, a corridor that has since expanded into defense, aerospace and UAV cooperation.

now we go back and remember Ondas already had that Morocco MOU with Maghrebnet years ago. it included North Africa expansion, possible Optimus production, R&D and training capabilities tied to Morocco.

at the same time, Morocco has been pushing hard into UAV and defense manufacturing with Israeli tech partnerships becoming more visible.

so seeing Ondas suddenly hire someone focused specifically on APAC, GCC and Morocco feels… intentional. probably nothing 😮‍💨

[BMSInvests @BMSInvests]

$ONDS

If you’re not following @bodoxstocks, then you’re missing out.

Great detective work once again.

[Fibby. @Fibonacci_TA]

$ONDS (weekly) — Game plan is clear.

We tested resistance at $14/$15 and got rejected—just like January. Not the end of the world.

> we're rangebound, with bears ready at $15 and the bulls have defended $8 without failure.

I'd add between $8 and $10, and again once we break out and hold above $16. Both are solid entries.

The first sets you up for at least the $14/$15 target, and the breakout and hold unlocks $42.

[Dustin @DustinHuntwn]

$ONDS RUSSELL 2000 INCLUSION
50 Million shares must be purchased by June 26th. The share price will act a little more sane, and steady, very soon. If this stock could hold its gains, it would already be 50+. It will hold its gains, very soon. We are at the bottom of a VERY BIG MOVE.

Fund managers will be getting in all month long.

New money has been pouring into the sector, especially since the White House Negotiations w The Drone Industry WSJ news came out. The follow up to that announcement could come at any time.

54B + 15B for drones and autonomous warfare in 2027, for the new pentagon budget, compared to 226M in 2026.

Palantir Partnership w Skyweaver!

[BMSInvests @BMSInvests]

$ONDS

🇷🇴🤝 Sentrycs partners, STARC4SYS, will be attending COMINT Romania 2026‼️

The event will be held in the Chamber of Commerce and Industry of Romania and will have representatives from the:

🇷🇴 Ministry of Defence
🇷🇴 Ministry of Internal Affairs
🇷🇴 Central Intelligence Service
🇷🇴 Special Telecommunications Service
🇷🇴 National Authority for Management and Regulation in Communications
🇷🇴 Civil Aviation Authority
🇷🇴 Air Traffic Services Administration
🇷🇴 Romanian Aerospace Network

Romania is a hotspot for Sentrycs👊🏻

[Bodoxstocks @bodoxstocks]

$ONDS new Global Sales Manager focused on business development across APAC, GCC… and Morocco 👀

interesting that she specifically mentions „Morocco” separately instead of just saying MENA or North Africa 🇲🇦

especially considering the old Morocco expansion announcement years ago that most people completely overlooked…

[Football Guy's Guy @Bleacherbum]

$ONDS Rotron about to have its moment. 🫡

[Rich Peter @peterli34923561]

$ONDS --- $ONDS closed its merger with prime U.S. defense contractor Mistral back in April. The deal instantly unlocked over $1 billion in prospective defense program pipelines for $ONDS and qualified the firm as an authorized Prime Contractor eligible to bid directly on U.S. Department of Defense (DoD) contracts.

Mid-May brought the announced acquisition of Omnisys, a defense tech firm specializing in Battlefield Orchestration Software. The pickup drastically bolsters ONDS’s core software backbone for unmanned aerial vehicles and autonomous defense systems.

Most recently, $ONDS wrapped up its takeover of World View; the target’s high-altitude stratospheric balloon division was awarded a spot by U.S. Southern Command (SOUTHCOM) in early June for a maritime domain awareness initiative.

1. Strategic Business Pivot: From Concept-focused Commercial Drones to Mission-Critical Defense Autonomous Unmanned Systems
$ONDS previously drew investor interest via its smart grid communications arm (Ondas Networks) and commercial industrial drone subsidiaries (American Robotics / Airobotics). While its underlying technology was robust, commercialization timelines dragged. Today, ONDS has integrated its in-house drone tech, high-altitude balloon platforms, low-earth-orbit communications, plus acquired defense software assets from Omnisys and Mistral to build out a tiered ISR (Intelligence, Surveillance and Reconnaissance) ecosystem. Amid rising global geopolitical tensions, defense-grade autonomous weaponry stands as an indispensable, high-margin revenue driver.

2. Massive Contract Pipeline & Expansive Funded Backlog
Per the firm’s Q1 2026 earnings filing:
Total contracted backlog currently tops $450 million.
Active global opportunity pipeline clocks in at $4.3 billion across more than 45 international programs, with the U.S. military’s flagship LASSO program alone carrying nearly $1 billion in prospective contract value.
This outsized pipeline virtually locks in robust top-line growth over the coming years with extremely high visibility.

3. Ample Cash Reserves Fuel Aggressive Roll-Up M&A Strategy
$ONDS secured a landmark $1 billion capital raise in January 2026, leaving the company sitting on a massive cash pile. This robust liquidity serves as the financial bedrock enabling its aggressive roll-up acquisition spree across the defense sector.

[Mason @miscomputate]

Interesting to see $INFQ continue to get left off some of the public quantum stock roll calls. At this point it’s a listed company with meaningful revenue, timing, RF sensing, government relationships, and neutral atom exposure. Feels like it belongs in the conversation.

[Bodoxstocks @bodoxstocks]

$ONDS ONBERG 🇩🇪

🗣️ „To develop a UGV requires innovation. To build 100 per month industrial strength. We can do both."

excited which first information there will be about Onberg on June 10th 👊🏻

[BMSInvests @BMSInvests]

$ONDS

The total numbers of drones delivered from the winners of Gauntlet I is incredibly underwhelming - bordering on pathetic.

I know SkyCutter have had issues with export licenses etc. coming from UK/Ukraine but 30,000 drones were ordered in MARCH.

Fast forward to JUNE and only 2,960 have been delivered and 1,920 of those still need to go through testing to be approved!

Some of the companies still have ‘ramping’ next to their names, indicating they’re still in manufacturing stage - not even in testing stage before shipping.

Companies have until August to complete their orders, if they don’t then they risk losing the order completely and runners up from Gauntlet I can take their place.

Guess who was one of the winners of the manufacturing section of the event? $ONDS partners, W S Darley.

They also achieved a perfect score on the Urban Strike and demonstrated partial-full success in kinetic strike.

They had 2,000 of Rift Dynamics/American Robotics’ Wåsp ready to go.

It’s all well and good scoring 80/90+ on the technical capabilities, but if you can’t scale the drones then what is the point?

When Ukraine are ramping up to 8-10 MILLION drones a year in 2026 and China in the TENS of millions already, how are the US so far behind that they’ve only managed to source 2,880 attritable drones in 2/3 months?

10,000 drones @ 75-80% capability is better than 2,000 drones @ 90-95%. The whole point is for them to be attritable, not perfect.

They need a serious reality check.

[Eric Brock @CeoOndas]

This is excellent policy. 🇺🇸