SooDaeYong

18

[SooDaeYong @kien_lim]

@babyfolio @balkanstocks Currently using their latest gen stuff, would often experience crashes in games which is weird as compared to Nvidia and intel combo

[KaizenInvestor @Kaizen_Investor]

Here is how I use $GOOGL Gemini to learn about as much companies as possible. It only takes me 5 minutes per company.

Follow my 4-steps to do the same 👇

[SooDaeYong @kien_lim]

@SJCapitalInvest What do u think is gonna happen from here? Are you going to cut losses?

[SooDaeYong @kien_lim]

@SJCapitalInvest To be honest, looking at the general price action in the market has been tough, the articles that you have posted have taught me alot about framework investing, keep up the incredible work.

[SooDaeYong @kien_lim]

@StockChaser_ Are you looking to add here?

[vas @vasuman]

https://t.co/P0nProGVjd

[SooDaeYong @kien_lim]

@bennybigbull What price would be a good price to get in u think?

[Chris Ray @itschrisray]

As popular as it may seem here on X, many people still ask me what my $ONDS thesis is.

So here it is.

My comprehensive thesis for Ondas Inc. 👇

Ondas is one of my favorite kinds of companies. It's a business that owns other businesses - a company with multiple diverse revenue streams and product offerings that are separate from one another but all exist nicely under the same umbrella.

Their largest focus at the moment is Ondas Autonomous Systems (OAS).

This is their "drone" segment of the business that most investors know them for.

Unlike companies like $KTOS, Ondas focuses on the "lower skies" market. This means that while Kratos makes autonomous fighter jets and things of the sort, Ondas is making small unmanned aircraft systems (sUAS or just UAS) that operate at lower altitudes & speeds.

These UAS platforms mainly serve two different types of demand.

One is autonomous observation and inspection which is currently fulfulled by Ondas's Optimus 1-EX drone. The other is counter-UAS (C-UAS) services which is performed by their Iron Drone Raider (and another system I'll get into shortly).

Aside from the UAS platforms, Ondas also has an extensive product catalog of Unmanned Ground Vehicles (UGV).

These are primarily for military applications such as inspecting & defusing bombs, detecting & removing landmines, scouting the path ahead in a conflict zone, carrying supplies or injured soldiers over rough terrain, and a multitude of other scenarios.

Ondas has come to build this product catalog through a series of acquisitions.

The leadership at the company has developed extensive relationships with entrepreneurs and soldiers in both Israel and Ukraine.

This has allowed them to build out a C-suite, Board of Directors, and acquisition portfolio that is quietly becoming one of the most complete end-to-end, field tested, and experienced companies in the entire drone industry.

In my mind, the "cherry on top" that makes Ondas different than other drone companies like $UMAC, $RCAT, and $DPRO, is their C-UAS technology.

I've already mentioned Iron Dron Raider, but another acquision of a company, Sentrycs, has strengthened their C-UAS offerings even further.

While Iron Dron Raider is a hard-kill C-UAS platform that intercepts unauthorized drones and takes them down with a ballistic net, the Sentrycs system is a soft-kill C-UAS platform that forces unauthorized drones to land by leveraging Cyber Over RF technology.

It effectively monitors an established airspace, identifies unauthorized drones, forces them to land or disconnect from their controller, and does all this completely autonomously.

This tech is state-of-the-art and other drone companies don't have it.

The reason this is so important for Ondas to have is that counter-UAS tech is in higher demand than almost any other drone technology right now.

Governments and large organizations are realizing just how exposed their critical infrastucture is to hostile actions from small unauthorized aerial drones.

Airports, power plants, prisons, border crossings, stadiums, hospitals, and many other critical locations are completely exposed.

We're already seeing huge numbers of flight cancellations in Europe from small drones flying over airports and into unauthorized airspace.

C-UAS solutions are a burning need that these customers are desperate to get their hands on ASAP.

And Ondas is starting to answer this demand.

They've recently received two separate C-UAS orders for $8.2M each from two major Euorpean airports. Orders like these are expected to start coming in more and more in 2026 and beyond.

Aside from airports, FEMA has just awarded the 11 host states of the 2026 FIFA World Cup with $250M to spend on C-UAS solutions to protect their stadiums from unauthorized drones during the matches. Another $250M in C-UAS funding is expected to be awarded for this effort as well, for a total of $500M.

It's up to the host states to determine how they'd like to spend it, but Ondas is a leading U.S. company in this field with C-UAS solutions that are safe to use in dense urban settings and whose methods of unauthorized drone mitigation pose no threat to civilains.

Ondas's acquisition strategy by itself is another reason I'm so bullish on the company.

They've stated at their Q3 2025 earnings call that they're in advanced talks with 7 other companies (now only 6 after their acquisition of Roboteam) with each adding tens of millions of annual revenue to their balance sheet if/when acquired.

Including the companies they're in advanced talks with, there are more than 20 in various stages of their M&A pipeline with a combined $500M annual revenue potential in 2026.

Ondas is guiding for $110M in 2026 full-year revenue, but I believe it will be significantly more than this (closer to $200M+ in my opinion).

Ondas is a fundamentally different company than it was a year ago. Their rapid acquisition strategy, paired with a suite of products in a market that's suddenly flush with demand for them, creates the perfect opportunity for Ondas to repeatedly outpace their revenue guide each quarter.

Analysts from Oppenheimer and Stifel have both put out reports that outline a path for Ondas to do $1 billion in revenue by 2030.

Putting a 30x multiple on that gets you to about $75 per share - roughly 7x today's share price.

I think that even this might be conservative.

There are many other things about Ondas that make me very bullish, but the above is the majority of my thesis. I'll take a more rapid-fire approach to cover the other items below:

Ondas Networks: an entirely separate arm of the company that creates network solutions for freight rail. A system they developed has just been adopted as the new gold standard for front-of-train/end-of-train communication for one of the Untited States' largest railway associations and is due to be purchased and implemented for a significant number of trains in the coming months/years.

Ondas Capital: a third arm of the business tasked with placing strategic investments into the drone supply chain that will enhance partnerships & scalability of OAS while generating a monetary return in the years to come.

Manufacturing Partnerships: Instead of spending tens or hundreds of millions standing up factories that take years to build, Ondas has been signing partnership deals with leading manufacturers in Europe and the U.S. that will build and scale their drones for them. Two of these partners are Heidelberg and Kitron.

Product R&D Lifecycle: Unlike rockets, fighter jets, therapeutics, etc. small unmanned drones can be developed and iterated on rapidly and at significantly lower cost. Ondas works with those on the frontlines to rapidly develop useful products that offer real value to their customers. They can spin up new, validated products in months, not years.

Total Addressable Market: While some think "the drone market" is small, or not particularly valuable, I strongly disagree - at least when it comes to Ondas. Autonomous drones for commerical and military applications are safer and cheaper than using humans, and the counter-UAS space esssentially spans every industry. Removing landmines alone is a mulit-billion dollar opportunity as well.

Hopefully this thesis opens your eyes to a great opportuniuty in the market.

I'm sure I've left some stuff out, but I'm happy to fill in any holes in the comments.

As always, please don't consider this direct financial advice. Instead, use this as a starting place to do your own research into $ONDS.

[Mayne @Tradermayne]

$4000 for 1 $ETH

Closed this trade for 7000% ROI.

$300–>$21,000.

Someone who likes and RTs this gets half of the pnl.

[SooDaeYong @kien_lim]

@exitpumpBTC Can you put it in a way a simpleton can understand?

[SooDaeYong @kien_lim]

@morpheuswhale Done

[SooDaeYong @kien_lim]

@elchaposer Done

[SooDaeYong @kien_lim]

@IsaCryptoQueen Done

[Deep Thoughts 💭 @quotetoponder]

Manifesting ✨

[SooDaeYong @kien_lim]

😵‍💫😵‍💫😵‍💫

[SooDaeYong @kien_lim]

Restless

[SooDaeYong @kien_lim]

Filirted for fun, accidentally caught feelings. Fuck.

[SooDaeYong @kien_lim]

Strangest feelings after we met