Top Tweets for #artificialintelligencem
$MU Micron Just Broke the Mold for Artificial Intelligence (AI) and Its Stock is Soaring #investing #finance #business #stock #stocks #stockmarket #market #TSX #TechStocks #Nasdaq #wallstreet #AI #artificialIntelligencem
https://t.co/YeEswrMWaW
Micron ($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
$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
$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
$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
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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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
Fortnite: How Artificial Intelligence and Analytics Make It More Fun https://t.co/oJ1ON1tMzd … … RT @jose_garde #Fortnite, #artificialintelligencem
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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