$ONDS
Oppenheimer financial statement model up to FY30E for Ondas Holdings.
Some absolutely mind bending numbers in there for revenue + gross profit over the next 5 years. Massive YoY growth.
You're definately not bullish enough. Path to $100+
cc @ive_m5 & @bodoxstocks
President Trump: “You have to remember, we have 45,000 troops in Japan, 45,000 in South Korea, and 50,000 in Germany.”
We defend all these countries, and then I ask them: “Do you have any minesweepers?”
They say, “Well, would it be possible for us not to get involved?”
$ONDS The Trump administration’s plan to weaponize the Pentagon’s Defense Autonomous Warfare Group (DAWG) with a surge to a $54 billion budget directly triggers ONDS's pipeline. Ondas holds a structural monopoly via its FullMAX Software Defined Radio (SDR) platform, which provides secure, jam-resistant private wireless links. As the U.S. builds out its massive autonomous fleet, hardware requires un-jammable communication architecture to survive electronic warfare and GPS spoofing. ONDS secures highly lucrative defense subcontracts to supply this vital networking backbone.
Wall Street has heavily penalized ONDS's high-burn model, hammering it with a staggering 33% short interest of the float (over 164 million shares short).
This massive influx of state funding acts as a major fundamental catalyst. As explosive revenue validation forces institutional price targets toward the $18–$25 range, short sellers face a text-book short squeeze.
🇺🇸 The Drone Dominance race is accelerating.
Powerus — an Unusual Machines partner — has been selected to compete in Phase II of the Pentagon’s $1B Drone Dominance Program with its MatrixFold platform 🛠️🦅
Low-cost. Rapidly deployable. U.S.-made.
The future of domestic defense manufacturing is being built in real time 👀
$UMAC $PUSA
$ONDS
Something is brewing, super low volume so far today (~26.4M).
Keep an eye out for the Russell 2000 first preliminary list of additions later today at 6PM ET.... 👀
.@PalmerLuckey explains in detail why he got serious about starting Erebor after SVB's collapse:
"I realized you didn't have banks aligned with US interests, aligned with deep tech, hard tech, energy, things that are really complex and hard to understand, but do really matter."
"You have farmers' banks that serve communities that are doing agriculture. You have banks that are doing oil and gas quite well. But when it comes to tech, it's a pretty sparse field."
"Thinking about that, and also a lot of things that new technology enables — like using US dollar-backed cryptocurrencies to have 24/7/365 settlement of payments, which is something a lot of businesses need and very few get."
"You kind of stack all these things together and it becomes very clear that there's room for a company to be a real bank, for real companies, doing real things."
@Mongndduri@bodoxstocks@BMSInvests@Courage_wins@CeoOndas@ive_m5 Thanks for the tag 🤜🤛
I see Ondas taking sizeable market share from Skydio over time (Iron Drone, autonomous infrastructure, border security, defense, integrated cUAS etc)
+ need to consider James Acuna's views on Skydio....great info for $ONDS to fill in any operational gaps