Ethermonk 📿

professional roundtripper trying to survive | tweets are own views and not financial advice | @kuromifnf

[ChinoAleman @chinoalemano]

Tenne (the man who helped write drone laws for America and $ONDS from $0.3 to $10+) didn't just leave Ondas for Draganfly.

→ Jan 2025: He's already CEO of Corlens (metalens)

→ April 2026: Walks away from a $7B platform.

→ May 2026: VP Global Strategy at $DPRO May 2026.

Then DPRO signs exclusive Americas deal with Blitz + Corlens Inside.

A 30-day "coincidence" doesn't sign exclusive distribution agreements.

Nothing about this was last-minute.

This is a steak they already cooked for a while.

I'm long Draganfly.

[Ethermonk 📿 @ether_monk]

Full size position deployed on $DPRO.
Average somewhere around $7.30.

I highly suggest reading through @chinoalemano’s deep dive on the company. One of the better breakdowns I’ve seen so far.

Furthermore, @aleabitoreddit previously held a position in $DPRO too. If you know his track record, you know he doesn’t randomly touch garbage.

Now add this to the equation:
The US government is actively discussing investments into drone companies and domestic drone infrastructure.

Meanwhile $DPRO is sitting around a ~$300M market cap.

Feels like one of those setups where people only realize the opportunity after it’s already repriced 2-3x higher.

[Ethermonk 📿 @ether_monk]

Started a decent amount of $DPRO position @ $7.25 avg.

With the Trump Administration reportedly in talks to fund U.S. drone companies, the entire drone sector could be gearing up for a major rerate. Historically, these kinds of headlines tend to spark strong moves across drone names even before the real momentum kicks in.

Still a speculative play, but R/R here looks very attractive in my opinion. Feels like one of those themes that can run hard once attention rotates in.

[Ethermonk 📿 @ether_monk]

@aleabitoreddit Easy

$DGXX because team shown that they are able to execute with Cerebras deal, execution risk was the main thing holding this company back

$DPRO us gov about to start investing in drones, just follow the money no need to complicate it

[ChinoAleman @chinoalemano]

🚨 A Fortune 50 company is secretly ripping out its ENTIRE Chinese drone fleet… and replacing it with a $300M drone company.

They refused to name themselves.

So I played detective.

And the answer flipped on me at the very end.

The stock is $DPRO. Draganfly.

On the earnings call, the CEO dropped it and clammed up. All he'd say: the buyer is a "Fortune 50 telecom" switching its entire Chinese fleet to Draganfly heavy-lift drones, lifting cell towers, restoring comms when the grid goes down. And they already placed a SECOND order to expand the fleet.

That phrase: "Fortune 50 telecom", was the only clue.

So I ran it down. 🕵️

Step 1: Only THREE telecoms crack the 2025 Fortune top 50; Verizon (#30), Comcast (#35), AT&T (#37).

Step 2: Kill the impostors.

❌ Comcast = cable. No towers to lift.

That leaves AT&T vs Verizon.

I was ready to bet AT&T (FirstNet = federal mandate to dump Chinese DJI drones)…

…until I checked WHO actually closed the deal. 🤯

The sale ran through a tower-services firm, Infinity Communications.

The exec they put on stage, their National Disaster Recovery Director, spent 20 YEARS at T-Mobile, including running T-Mobile's Disaster Recovery program from 2017–2020.

The man who BUILT T-Mobile's disaster recovery is now the one selling these drones.

Salesmen bring their old clients with them. 👀

The catch? T-Mobile is ~#55, NOT technically Fortune 50. So either Draganfly got loose with "Fortune 50"… or it's AT&T/Verizon after all.

But that human breadcrumb?

It points straight at T-Mobile.

And here's the macro bomb that drops on top of ALL of it: this week the Pentagon was reportedly in talks to take direct EQUITY STAKES in American drone makers, actual government ownership, under Trump's "Drone Dominance" push for 300,000 drones by 2027.

The government doesn't just want to buy American drones.

It wants to OWN the companies that build them. 🇺🇸

And obviously, IMHO, getting ground comms back up is a priority if war breaks out.

Stack it:

✅ A blue-chip carrier flipped its ENTIRE fleet to Draganfly (and reordered).

✅ DJI on the path to a US ban → forced replacement cycle nationwide.

✅ Washington moving to bankroll the whole American drone complex.

✅ Draganfly: one of the only NDAA-compliant North American makers shipping today, sitting on ~$100M cash with no debt.

One carrier already flipped.

The government's reaching for its checkbook.

Not financial advice.

Just connect the dots before the crowd does.

[Ethermonk 📿 @ether_monk]

Top blasted more $ABCL at $6.

Still early imo and people are trying to get positioned before phase 2 news.

This is relatively longer TF hold for me and will add more on dips

[Ethermonk 📿 @ether_monk]

Bought a lot of $ABCL at an average of ~$4.5

Not the best entry considering it ran off the lows already, but in the grand scheme of things I think it’s still pretty early.

Might take awhile for it to hit multiples, but so far phase 1 results on the earning call yesterday was largely positive which is the main thing I was looking out for.

[Ethermonk 📿 @ether_monk]

@whita35115 insane entry congrats!

[Ethermonk 📿 @ether_monk]

Started a decent amount of $DPRO position @ $7.25 avg.

With the Trump Administration reportedly in talks to fund U.S. drone companies, the entire drone sector could be gearing up for a major rerate. Historically, these kinds of headlines tend to spark strong moves across drone names even before the real momentum kicks in.

Still a speculative play, but R/R here looks very attractive in my opinion. Feels like one of those themes that can run hard once attention rotates in.

[Ethermonk 📿 @ether_monk]

@chinoalemano In for 100k shares, waiting for a dip to add more

lets ride

[Ethermonk 📿 @ether_monk]

@rk8215 goat

[Ethermonk 📿 @ether_monk]

Trimmed 50% of my $MNTS here at $13

150% in 4 days.

Thanks for playing 🎯

[Ethermonk 📿 @ether_monk]

I accumulated about 1% of $MNTS at ~$5.50 for exposure to Space stocks

With the upcoming $SPCX IPO, I fully expect the whole sector to continue front running the hype.

Still pretty under the radar as it’s a micro cap stock of ~$70M mcap, but has the likes of Ken Griffin taking up a 10% position.

[Ethermonk 📿 @ether_monk]

Insane rally for $MNTS on premarket trading.

Already hit $10, close to 100% in 4 days, volatility swings both ways, and that’s the beauty of smaller caps.

Space theme still running hot so won’t be selling this that early, could easily do another 100-200% from here before $SPCX IPO.

LETS RIDE!

[Ethermonk 📿 @ether_monk]

I accumulated about 1% of $MNTS at ~$5.50 for exposure to Space stocks

With the upcoming $SPCX IPO, I fully expect the whole sector to continue front running the hype.

Still pretty under the radar as it’s a micro cap stock of ~$70M mcap, but has the likes of Ken Griffin taking up a 10% position.

[gainzy @gainzy222]

Trading’s the most brutal profession

Someone at rock bottom today will be retired in 2 years

Someone who peaked today will round trip everything in the next 2 years

You made it? They call you lucky
You lost it? They call you gambling addict

[Ethermonk 📿 @ether_monk]

@krasko1199362 it does, in the sense that the volume at 1b will definitely be higher than at 100m if you get what i mean

[Ethermonk 📿 @ether_monk]

I accumulated about 1% of $MNTS at ~$5.50 for exposure to Space stocks

With the upcoming $SPCX IPO, I fully expect the whole sector to continue front running the hype.

Still pretty under the radar as it’s a micro cap stock of ~$70M mcap, but has the likes of Ken Griffin taking up a 10% position.

[Ethermonk 📿 @ether_monk]

@rk8215 @sunxliao @wliang @chinoalemano sizing into conviction bets is the best for life changing gains 🔥

[Ethermonk 📿 @ether_monk]

@MofeekS to make life changing gains you have to be delusional 😎

[Ethermonk 📿 @ether_monk]

@krasko1199362 exiting at 1b wouldn’t tank the price 😉

[Ethermonk 📿 @ether_monk]

@ShitcoinMaxi_ it do be like that 😭😭😭

[Ethermonk 📿 @ether_monk]

I added more $DGXX today to my already huge bag.

More orders lined up between $6.5-6.8, not sure if we get filled on those though.

Still strongly believe that it is a much better buy here at $7 than at $2-3 a few months ago, simply because there was real execution risk back then and the company has now proven itself with $CBRS & SubQ.

Furthermore, today earnings call was pretty bullish, with @michelamar3 confirming that there will be no further ATM as well as company plans to scale.

I think the strength is pretty telling and we will see this rerate 3-4x minimally from here over the next few months.

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