Top Tweets for #artificialIntelligencem

2 months ago

$MU Micron Just Broke the Mold for Artificial Intelligence (AI) and Its Stock is Soaring #investing #finance #business #stock #stocks #stockmarket #market #TSX #TechStocks #Nasdaq #wallstreet #AI #artificialIntelligencem https://t.co/YeEswrMWaW

Rafael Braga 🇨🇦 🇧🇷 🏳️‍🌈 📚 🎵 🌳 @_rafael_braga

2 months ago

Micron ($MU ) Delivers Blowout Q3, Pros Raise Their PTs #investing #finance #business #stock #stocks #stockmarket #market #TSX #TechStocks #Nasdaq #wallstreet #AI #artificialIntelligencem https://t.co/bnjdn9ohPZ via @Barchart

Rafael Braga 🇨🇦 🇧🇷 🏳️‍🌈 📚 🎵 🌳 @_rafael_braga

2 months ago

$MU Cantor Fitzgerald reiterates Micron stock rating on supply contract strength #investing #finance #business #stock #stocks #stockmarket #market #TSX #TechStocks #Nasdaq #wallstreet #AI #artificialIntelligencem https://t.co/8JvRZlrEQa

Rafael Braga 🇨🇦 🇧🇷 🏳️‍🌈 📚 🎵 🌳 @_rafael_braga

2 months ago

$MU Micron Shares Rise After Fiscal Q3 Results Beat Estimates #investing #finance #business #stock #stocks #stockmarket #market #TSX #TechStocks #Nasdaq #wallstreet #AI #artificialIntelligencem #MarketScreener https://t.co/zyAM7ZLMnB

Rafael Braga 🇨🇦 🇧🇷 🏳️‍🌈 📚 🎵 🌳 @_rafael_braga

2 months ago

$AMAT Applied Materials stock surges on new AI chip systems launch #investing #finance #business #stock #stocks #stockmarket #market #TSX #TechStocks #Nasdaq #wallstreet #AI #artificialIntelligencem https://t.co/ECHcsVm6UH

Alexandre Chateaub @Alexandre_Chat

2 months ago

$ONDS #investing #finance #business #stock #stocks #stockmarket #market #TSX #TechStocks #Nasdaq #wallstreet #AI #artificialIntelligencem

Black Panther Capital

@BlackPantherCap

2 months ago

Let’s look at it, shall we… $ONDS, Ondas Inc. Napkin math: • Market cap today: ~$4.4B • Q1 2026 revenue: $50.1M (10x YoY) • FY2026 guidance: $390M+ (~670% YoY) • FY2027 revenue potential: $800M–$1B+ • Target market cap (12x sales): $8B–$12B+ • Upside: 2–3x from here (conservative) 1/ Ondas provides private wireless networks, autonomous drone systems, C-UAS (counter-drone), loitering munitions, and integrated defense platforms. Subsidiaries and acquisitions (Sentrycs, 4M Defense, Rotron, Cyberhawk, Omnisys) enable system-of-systems offerings for defense, critical infrastructure, and security. 2/ Defense demand acceleration: Geopolitical needs drive C-UAS, loitering munitions, and autonomous platforms. Recent activity includes >$40M June defense orders (Q2-to-date >$150M), $30M Israel demining program, and Sentrycs integration into Lockheed Martin’s Sanctum C-UAS platform. Pro forma backlog $457M; pipeline ~$4.3B. 3/ Momentum: Q1 revenue $50.1M (10x YoY, 66% QoQ). Raised FY2026 guidance to ≥$390M. Product companies achieved adjusted EBITDA positivity ahead of plan. 4/ Platform scaling: Acquisitions expand capabilities in AI battle optimization, infrastructure intelligence, and propulsion. Global operations support execution. Key near-term: further contract conversions, integration milestones. 5/ Financial path: Gross margins improving (Q1 49%). Operating leverage expected as high-margin defense systems scale and backlog converts. Company-wide profitability targets in place. 6/ Revenue build: • Autonomous defense (C-UAS, loitering munitions, ground/ISR systems) – primary driver • Private wireless • Contributions from recent acquisitions • International programs Stock pulled back from highs amid dilution/share issuance concerns and volatility. 7/ Core thesis: Surging defense orders, large backlog, and positioning in autonomous defense amid global demand. 8/ Geopolitical: Tailwinds favor platforms that deliver autonomous and counter-drone capabilities at scale. $ONDS is building them. 9/ Risks: Integration/execution on acquisitions, dilution, defense customer concentration, competition, cash management during rapid scaling. 10/ Catalysts: Q2 earnings (August), additional contract announcements, backlog revenue recognition, profitability progress, further strategic moves. -BP Credit: I borrowed the ‘napkin math’ framework from @TomSzczypka. Nice way of presenting the thesis. Give the guy a follow. He write some really valuable stuff. Picture from: @YoYInvestor - maybe one of the most up to date guys on $ONDS next to @BMSInvests. You should follow both, if you don��t already. Please note; This is not financial advice.

BlackPantherCap's tweet photo. Let’s look at it, shall we…

$ONDS, Ondas Inc.

Napkin math:
• Market cap today: ~$4.4B • Q1 2026 revenue: $50.1M (10x YoY) • FY2026 guidance: $390M+ (~670% YoY) • FY2027 revenue potential: $800M–$1B+ • Target market cap (12x sales): $8B–$12B+ • Upside: 2–3x from here (conservative)

1/ Ondas provides private wireless networks, autonomous drone systems, C-UAS (counter-drone), loitering munitions, and integrated defense platforms. Subsidiaries and acquisitions (Sentrycs, 4M Defense, Rotron, Cyberhawk, Omnisys) enable system-of-systems offerings for defense, critical infrastructure, and security.

2/ Defense demand acceleration:

Geopolitical needs drive C-UAS, loitering munitions, and autonomous platforms. Recent activity includes >$40M June defense orders (Q2-to-date >$150M), $30M Israel demining program, and Sentrycs integration into Lockheed Martin’s Sanctum C-UAS platform. Pro forma backlog $457M; pipeline ~$4.3B.

3/ Momentum:

Q1 revenue $50.1M (10x YoY, 66% QoQ). Raised FY2026 guidance to ≥$390M. Product companies achieved adjusted EBITDA positivity ahead of plan.

4/ Platform scaling:

Acquisitions expand capabilities in AI battle optimization, infrastructure intelligence, and propulsion. Global operations support execution. Key near-term: further contract conversions, integration milestones.

5/ Financial path:

Gross margins improving (Q1 49%). Operating leverage expected as high-margin defense systems scale and backlog converts. Company-wide profitability targets in place.

6/ Revenue build:

• Autonomous defense (C-UAS, loitering munitions, ground/ISR systems) – primary driver • Private wireless • Contributions from recent acquisitions • International programs

Stock pulled back from highs amid dilution/share issuance concerns and volatility.

7/ Core thesis:

Surging defense orders, large backlog, and positioning in autonomous defense amid global demand.

8/ Geopolitical:

Tailwinds favor platforms that deliver autonomous and counter-drone capabilities at scale. $ONDS is building them.

9/ Risks:

Integration/execution on acquisitions, dilution, defense customer concentration, competition, cash management during rapid scaling.

10/ Catalysts:

Q2 earnings (August), additional contract announcements, backlog revenue recognition, profitability progress, further strategic moves.

-BP

Credit:

I borrowed the ‘napkin math’ framework from @TomSzczypka. Nice way of presenting the thesis. Give the guy a follow. He write some really valuable stuff.

Picture from: @YoYInvestor - maybe one of the most up to date guys on $ONDS next to @BMSInvests. You should follow both, if you don��t already.

Please note; This is not financial advice.

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rLoop DAO @rLoopDAO

over 2 years ago

Discover how rFlight's AI-driven systems can revolutionize emergency response, saving lives with speed and precision. Join us on Telegram : https://t.co/qRItTfxFVC #AI #rFlight #rFlight #rLoopToken #crypto #hyperloop #rloop #AI #realworld #Travel #ArtificialIntelligencem #Hyperloop #NFTs #Hyperlooptechnology #Web3 #DAO

rLoopDAO's tweet photo. Discover how rFlight's AI-driven systems can revolutionize emergency response, saving lives with speed and precision.

Join us on Telegram : https://t.co/qRItTfxFVC

#AI #rFlight #rFlight #rLoopToken #crypto #hyperloop #rloop #AI #realworld #Travel #ArtificialIntelligencem #Hyperloop #NFTs #Hyperlooptechnology #Web3 #DAO

347

rLoop DAO @rLoopDAO

over 2 years ago

Experience the future of flight training with AI-enhanced virtual reality, preparing pilots for tomorrow’s skies. Join us on Telegram : https://t.co/qRItTfxFVC #future #ArtificialIntelligencem #Hyperloop #AI #decentralized #rFlight #rLoopToken #NFTs #Hyperlooptechnology #Web3 #DAO #crypto #hyperloop #rloop #AI #realworld

rLoopDAO's tweet photo. Experience the future of flight training with AI-enhanced virtual reality, preparing pilots for tomorrow’s skies.

Join us on Telegram : https://t.co/qRItTfxFVC

#future #ArtificialIntelligencem #Hyperloop #AI #decentralized #rFlight #rLoopToken #NFTs #Hyperlooptechnology #Web3 #DAO #crypto #hyperloop #rloop #AI #realworld

214

rLoop DAO @rLoopDAO

over 2 years ago

AI optimizes material selection and usage in rBridge, ensuring sustainability in every design. Join us on Discord : https://t.co/qIixfibcZV Join us on Telegram : https://t.co/qRItTfxFVC #ArtificialIntelligencem #Hyperloop #AI #decentralized #rFlight #rLoopToken #NFTs #Hyperlooptechnology #Web3 #DAO #crypto #hyperloop #rloop #AI #realworld #Travel

rLoopDAO's tweet photo. AI optimizes material selection and usage in rBridge, ensuring sustainability in every design.

Join us on Discord : https://t.co/qIixfibcZV
Join us on Telegram : https://t.co/qRItTfxFVC

#ArtificialIntelligencem #Hyperloop #AI #decentralized #rFlight #rLoopToken #NFTs #Hyperlooptechnology #Web3 #DAO #crypto #hyperloop #rloop #AI #realworld #Travel

227

Martin Anderson @digitalmatrix2

over 6 years ago

#digitaltransformation #machinelearning #artificialintelligencem #bigdatab #datascience #ml #datascientist #deeplearning #python #dataviz #ai #amazonwebservicesaws #datavisualization #computerscience #javascript #analytics #b2breviews #cryptotrading #inn…https://t.co/gxRF1ZrFJ3

louise panttrouter @louisepanttrout

about 7 years ago

Fortnite: How Artificial Intelligence and Analytics Make It More Fun rt @jose_garde (link: https://t.co/wpmYCj8nkI) https://t.co/61GtgP4l13… #Fortnite, #artificialintelligencem #AI

Mikel Erecheta @MikelErecheta

about 7 years ago

Fortnite: How Artificial Intelligence and Analytics Make It More Fun https://t.co/oJ1ON1tMzd … … RT @jose_garde #Fortnite, #artificialintelligencem

jjlakosta @jjlakosta

about 7 years ago

Fortnite: How Artificial Intelligence and Analytics Make It More Fun by @BernardMarr https://t.co/dBNyOUfBZp … RT @jose_garde #Fortnite, #artificialintelligencem

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