Thiago Fontoura 🇧🇷🇺🇸🇺🇾

Soli Deo Gloria

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

Performative

[DNP Sports @notthefakeDNP]

Rory: “Bryson does stuff for attention!”

*Here’s nearly 1 minute of Rory doing stuff for attention.

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

@peuzadaff Eu tava no estádio. Nem deu tempo de ter xilique.

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

Vida real

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

@Han_Akamatsu @grok, explain the picture and the rationale behind this post.

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

Did you ever find a good one, @Jake__Wujastyk ?

[Jake Wujastyk @Jake__Wujastyk]

What’s a good tattoo font?

Asking for a friend

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

@Jake__Wujastyk For real. The anti-hero. The imposter syndrome if it was a ticker.

[96.5 The Fan @TheFan965]

Retweet if you think Jac Caglianone should play everyday

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

@Jake__Wujastyk It’s on the menu lol

[Elon Musk @elonmusk]

If they’re willing to die to assassinate, imagine what they will do if they gain political power

[Shooter McGavin @ShooterMcGavin]

BREAKING: PGA Tour announces welcome back party for LIV players tonight on the 9th green at 9pm. Players have also been advised to dress nice for the occasion.

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

@Mike_kim714 @Titleist Let’s go

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

@joshperry_13 @OndasHoldings for real

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

Frustrated with @LGUS for this dishwasher. Just over 1 year in (when the manufacturers warranty goes out) and it starts acting up like this. Now it won’t get past 30 minutes into the wash. Power is stable, didn’t get moved around to cord should be fine.

Called support, technician visit starts at $350. Dishwasher price is around $800. Got anything to say @LGUS?

I’ve been a loyal customer for years. Always prefer to buy LG stuff. This may be the last.

#CustomerComplaint #CustomerRights #CustomerReview
#dotherightthing

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

@razib_ul47671 AI

[Don Keith @RealDonKeith]

More of this, please.😂

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

#ONDS

[Black Panther Capital @BlackPantherCap]

$ONDS from $10 to $75+ isn't a question of if. It's when.

This is WHY $ONDS is the MOST asymmetric defense play in the market:

$ONDS is the ONLY small drone company in the world with FAA Type Certification.

Not a waiver. Not an exemption. Full type certification—the same standard required for Boeing aircraft.

This took 5-7 years and tens of millions to achieve.

Competitors starting today won't have this until 2031-2033.

By then, $ONDS will have thousands of deployed systems and locked-in incumbent positions with tier-1 customers.

The revenue that's actually happening::

> 2024: ~$8-9M revenue
> 2025: $47.6-49.6M revenue (6x growth)
> 2026 Guidance: $170-180M revenue (260% growth)

That's 20x revenue growth in two years.

But here's what everyone's missing:

Q4 2025 revenue was $27-29M. More than half the year's total in a single quarter.

Backlog: $65.3M (up 180% in 60 days)

Most defense tech startups are perpetually undercapitalized, burning through cash trying to scale.

$ONDS just raised $1 billion. Pro-forma cash: $1.5B+.

They can fund 18-24 months of operations without needing another dollar.

Meanwhile they're acquiring battle-tested tech from Ukraine and allied nations at fire-sale valuations because those companies are capital-constrained.

The M&A pipeline: 20+ targets. 7 in advanced negotiation.

Each acquisition adds proven tech + revenue + customer relationships.

While competitors run demos in parking lots, $ONDS platforms are deployed in active combat zones RIGHT NOW:

Iron Drone Raider: Kinetic C-UAS protecting European critical infrastructure. Multi-million dollar production order announced February 2026.

Roboteam UGVs: Deployed with U.S. Special Operations Forces and IDF in active operations.

4M Defense: $30M multi-year smart demining contract clearing 741 acres along Israel-Syria border.

Optimus: 12 operational airbases, 10,000+ flights logged. FAA Type Certified for autonomous ops over populated areas.

The integration advantage:

Every other company sells point solutions:
> Some makes surveillance drones
> Some makes ground robots
> Some counter-drone jammers

Ondas built a unified system-of-systems:
> Ground robots (Roboteam tactical UGVs)
>Counter-UAS (kinetic + electronic warfare)
> Autonomous air platforms (Optimus, Iron Drone Raider, WASP)
> Unified command & control (single interface managing air + ground + cyber-RF)

When a hostile drone approaches a protected site:
Detection → AI identifies threat → System THEN coordinates response (kinetic intercept OR cyber-RF takeover OR ground unit deployment) → Neutralization → ALL autonomous.

Response time: seconds to minutes. No competitor delivers this.

The valuation disconnect:

TAM: $117B globally by 2030

C-UAS: $52B

UAS: $51.6B

UGV: $15.8B

Ondas 2030 target: $1.5B revenue = 1.3% market share
At $1.5B revenue with 30% EBITDA margins:

> Current market cap: ~$2-3B
> EBITDA: $450M
> At 25-35x EBITDA (defense tech standard): $11.25B-$15.75B market cap

That's 4-6x from here if they execute on just 1.3% market share.

A company with:
> FAA Type Certification (only one globally)
> Blue UAS approval (federal government trust)
> Combat-proven platforms (active deployment)
> $1.5B war chest (largest in sector)
> Integrated system-of-systems (no competitor offers this)

…should capture more than 1% of a $117 billion market.

The path to profitability:

Current state: ~26% gross margin, investing heavily in manufacturing + M&A integration

Q3 2026 target: EBITDA positive at product-company layer (OAS division)

2030 model:
> Revenue: $1.5B
> EBITDA margin: 30%
> EBITDA: $450M

Management expects product-level profitability by Q3 2026. That's the inflection point that proves the business model works at scale.

This isn't risk-free:
> Acquired 5+ companies in 2 years (integration is hard)
> Defense procurement is lumpy (quarterly variability)
> Scaling from $50M to $1.5B in 5 years requires flawless execution
> January 2026 raise significantly diluted shareholders
> Heavy competition from well-funded players ($SKYD raised $230M, Anduril $1.5B+)

But here's what matters:

The market is real. The demand is urgent. The technology is proven. The competitive advantages are genuine.

The bottom line:

> $ONDS at $10:
> 2026 revenue: $170-180M (260% growth)
> Backlog: $65.3M (+180% in 60 days)
> Cash: $1.5B+ (war chest for M&A and scaling)
> EBITDA positive target: Q3 2026
> TAM: $117B (they need 1.3% for $1.5B revenue)
> Combat-proven in active conflict zones
> Only FAA Type Certified autonomous drone platform globally

Analyst targets:
H.C. Wainwright: $25 (107% upside)
Stifel: $17

8 BUY ratings, 0 SELL

Defense spending is reorienting toward autonomous systems. Ukraine proved low-cost drones can destroy million-dollar tanks. Every military base, airport, and critical infrastructure site globally needs C-UAS.

$ONDS owns the regulatory moats, battle-tested tech, and capital to dominate this transition.

From $10 to $75+ isn't a question of if. It's when.

Position: Adding.

This is my HIGHEST conviction defense play for 2026.

Note: This is NOT financial advice. Please, do your own research.

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

@Jake__Wujastyk

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

“But we only needed to be a bit better this year” #foolmeonce

[Adam Best @Arrowhead_Adam]

The Chiefs had 4 of the 6 worst defenses out of every Super Bowl team since 2014. 2020 was literally the worst of all. Only Pat Mahomes could’ve done this.

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

@gmail Thank you!

[Thiago Fontoura 🇧🇷🇺🇸🇺🇾 @cheeagoe]

Anybody else’s @gmail inbox all of a sudden looking like a spam folder?