Joey Sales

FMC BioMed invest/trade/options.Tweets are opinions only so do your own DD.Not a financial advisor.

[Potentia Finance | The Insider @FinancePotentia]

🚨WARNING IN $CRWV

CEO just sold $36M of stock in one day.
CFO sold $7M the same day.
CSO sold $7.8M the next day.

$63.5M in combined selling.

⚠️The people running $CRWV are cashing out.

[Bourbon Capital @BourbonCap]

My Top 5 High-Conviction Bets for the Next 2-3 Years

$ONDS - Ondas

Ondas has pulled back around 17% in the last three months, but it offers some of the highest upside potential on this list. I initiated my position around $8.60 and I see a path to $50+ over the next 3 years if execution stays strong.

Ondas is no longer just a drone company. It is rapidly building a fully integrated "System of Systems" autonomous defense and security platform that combines hardware, software, AI, and connectivity across multiple domains.

Its key products include:
- Iron Wave: Integrated autonomous defense solution utilizing UGVs and rapid deployment capabilities.

- Dual Shield: Modular truck-mounted counter-UAS system for layered mobile defense.

- MODUS: Modular low-altitude protection system for dismounted forces.

- Scout Cyber-over-RF: Mobile counter-drone solution designed for rapidly deployable field protection.

- Iron Arrow: Long-range interceptor platform.

- LADOS: A layered autonomous defense command-and-control platform that manages the entire mission cycle, from detection and decision-making to execution and assessment.

Ondas continues strengthening its AI and autonomous capabilities through its partnership with Palantir Technologies, enabling greater data integration, operational efficiency, and global deployment opportunities.

The company recently delivered one of the strongest quarters in its history. Q1 revenue exceeded the high end of prior guidance by approximately 25%, and Q1 revenue alone surpassed the company's entire FY2025 revenue.

Ondas possesses one of the largest growth pipelines among emerging defense technology companies. Backlog exceeded $450 million following the acquisitions of World View and Mistral in April.

By Q3 2026, Ondas is expected to complete the acquisition of Cyberhawk for approximately $125 million, significantly expanding its critical infrastructure intelligence business. Cyberhawk brings more than 300 customers in 40 countries, 500,000+ inspected assets, 232 TB of data, and a strong $95M backlog.

Ondas remains a high-risk, high-reward opportunity. However, if they successfully convert its pipeline into recurring, high-margin revenue streams, the company could evolve into one of the most compelling emerging defense technology platforms over the next decade.

[Olyth @olyth_capital]

Call me crazy but I think $AMPG can overtake $DGXX market cap over the next 30 days.

I'll take that bet. Get the hot fudge ready.

[Joey Sales @sales_js]

Explodes

[Rich Peter @peterli34923561]

$ONDS --- On June 18, 2026, $ONDS announced the acquisition of Cyberhawk — a critical infrastructure, smart infrastructure, and AI data analytics company — for $125 million. The deal immediately adds $95 million in backlog and a high mix of future recurring software revenue to $ONDS' top line.

$ONDS hauled in over $30 million in new orders in May alone, pushing backlog past $110 million by early Q2. In its Q1 earnings, the company even jacked up full-year 2026 revenue guidance to $390 million — representing explosive year-over-year growth.

Its co-development of the "SkyWeaver" mission autonomy system with AI giant Palantir injects AI decision-making directly into defense drones, cementing $ONDS' entry into Palantir's AI ecosystem.

[tradax @tradax4]

$HYLN $BE

[StockChaser @StockChaser_]

$ONDS has been consolidating for 6 months

After a 10x move last year, that is constructive

It has allowed:

• Price to accept and maintain the move
• Multiples to catch up, currently around 49x P/S
• Catalysts to stack

And the catalyst stack keeps growing

On Jun 18, $ONDS announced th acquisition of Cyberhawk which expands into critical infrastructure intelligence through software, data and AI

On Jun 16, $ONDS launched a major autonomous-defense portfolio at Eurosatory 2026, including:

• Iron Wave → autonomous ground-vehicle defense
• Dual Shield → truck-mounted counter-UAS
• MODUS → dismounted ground-force protection
• Scout Cyber-over-RF → mobile counter-drone
• Iron Arrow → long-range interceptor
• LADOS → autonomous defense orchestration layer

The most important piece may be LADOS

It connects the portfolio into one coordinated operational layer across air, ground, counter-drone and command environments

This is where $ONDS can start moving from a defense/drone roll-up into a true systems-of-systems platform

With FY26 guidance of at least $390M, or roughly 670% YoY growth, I think the next push is a matter of time if execution continues

Technically, we want to see $ONDS hold above the 200MA and trendline (right on the level)

If it breaks, the next support level I’m watching is $8.45

[TJ_Investor @TJ_Investor94]

These are what real acquisitions look like, strategic, transformative, and value-driven. Fully operational, profitable businesses that bring proven capabilities, recurring revenue, and immediate value.

This is how $ONDS allocates capital: with discipline, vision, and a clear focus on building a stronger long-term ecosystem.

[BULL RUNNER @StokkSniffer]

$ONDS

$ONDS’s strategic investment in RIFT gives it access to exclusive rights on the WASP FPV+

The WASP FPV+ is essentially 2 things :
1.
an armed FPV drone capable of detonating on designated targets
2.
An AI device capable of surveillance and retrieving highly important data

$ONDS will sell this drone to the DOD as a mass affordable SWARM device

These SWARMS will be used for mass destruction of critical enemy infrastructure (see quoted post)

the WASP FPV+ drone is
- low cost
- mass producible
- designed by military standards 🪖🎖️
- manufactured in NORWAY with 0% Chinese components 🇳🇴🇳🇴
❌❌🇨🇳

It is loaded with a payload capacity of 1.5kg and can reach high speeds of 150km/h+

This is low-cost, high destruction technology

We understand the battlefield has modernised, the USA needs to keep up

$ONDS is permitting the REBOOTING OF THE ARSENAL OF FREEDOM
🦅🦅🦅

MAKE DEFENSE GREAT AGAIN !!!
🇺🇸🇺🇸🇺🇸

[Bodoxstocks @bodoxstocks]

$ONDS SENTRYCS⚡️

what works at the FIFA World Cup will work at pretty much every other major sporting event… nuts.

[HGR Investing @HGResearchLLC]

Excited to see the numbers for this. Still expecting $20 a share in 2026

$ONDS

[Sleuth 🔎 @YoYInvestor]

🤯 $ONDS £96,000,000 IN ANNUALIZED UNIT COSTS FOR UK’S PROJECT BRAKESTOP 🤯

Rotron Aero of $ONDS was one of only 3 companies selected out of a field of 27 following testing in Scotland via their SkyLance one-way effector platform.

“The UK MoD intends for Brakestop to be manufactured in quantities of 20 per month, at a unit cost of roughly £400,000…”

This represents £96M annualized for the Brakestop effectors alone 😳

As a reminder, $ONDS acquired Rotron for <$50M…

Yet again, the $ONDS management team is demonstrating an exceptional ability to identify world-class tech and IP, acquiring it at highly attractive valuations, and capturing all the upside of these S-curve markets/developing domains.

This creates immense value for shareholders.

Well done, @RotronAero and @OndasHoldings 👊🏼

[Jeff Gabel @JeffGabel]

$ONDS 🦅

👷‍♂️Solving the Labor Constraint:
Cyberhawk mitigates this by automating high-risk and manual inspections through drone fleets and AI-assisted analysis, allowing operators to do more with less human exposure and intervention.

⚡️Enhancing Grid Reliability:
Provides predictive maintenance and AI-driven insights, Cyberhawk helps utility companies identify faults, obstructions, and safety risks in real-time, ensuring the uptime and reliability of the critical power infrastructure that AI data centers depend on.

🛠️Enabling Scale in a Constrained Environment: Cyberhawk’s software platform enables large-scale, automated monitoring of energy infrastructure, which is essential as AI demand requires an increasingly robust and resilient power grid.

[Sleuth 🔎 @YoYInvestor]

🚨 $ONDS Standing outside the hotel where Team England is staying in Kansas City waiting for the guys to walk out to their bus when I spotted a quadcopter drone loitering above 🤔

Not sure where the geofence is/ who is operating it (maybe the local police department), but I know Sentrycs of $ONDS is out there keeping watch somewhere 😏

[JB @JB_Invests]

Reflecting on the year so far…

Despite my largest positions $ONDS + $ASTS being down currently, I’m still up +127% YTD.

Some of my best calls in the past year have been:

$ZETA ($15) +70%
$DOCN ($89) + 110%
$VNP.TO ($31) + 40%
$KRKNF ($2.52) + 250%
$AMPG ($5.12) + 90%
$ALMU ($13) + 100%

My timing hasn’t always been clean + not quite the 1000% return accounts you see on here…

But I’m happy with my returns so far, and hope I can get this number even higher by the end of the year and provide more value on X.

I guess we have had a war, oil spikes, inflation fears etc?

Accounts like @EhrmantrautCap_, @retail_mourinho + @BULLOFBRITAIN have also helped me massively. I suggest following if you aren’t already.

Follow along to see my journey 🚀

[Mangingisda 🇵🇸🇵🇸🇵🇸 @MangingisdaSays]

The Chinese government is indeed hypocrite! Poaching endangered sea turtles and even giant clams!!!

[PhotonBull @PhotonBull]

$ONDS: Ondas Holdings

I keep coming back to $ONDS as one of the better full stack drone and defense plays on the market. They sit across counter UAS with the Iron Drone Raider and Sentrycs soft kill, autonomous ISR with the FAA certified Optimus platform, and Ondas Networks on the connectivity side.

Most defense small caps own one slice of the stack. Ondas owns the whole thing and continues to expand into other areas. The stock is down around 16% YTD and down around 35% from the prior ATH.

Here is why I think the performance has been weak recently:

1. Defense is simply not where public money is going right now during the AI boom, and you see the same drawdown across the entire drone and defense small cap complex.

2. On top of that Ondas carries a dilution overhang that scare off new buyers, with short interest around 32 percent due to convertable bond hedges.

3. Not everyone loves Ondas and their agressive acquisition strategy, even if it delivers significant growth.

Here is why I think it is positioned to pick up again:

- Defense sentiment looks like it could be turning, with reports the Trump administration is in talks to fund US drone makers and drone dominance written into the FY2027 budget request.

- FY2026 guidance was raised to at least $390M, and they are sitting on roughly $1.4B in cash to fund the ramp. This cash reserve gives them incredible optionality for their M&A strategy

- This is a long term thesis, and they are utilizing the capital markets to execute it. Everyone who is complaining about acquisitions, valuation and dilution will be left behind in a few years when the platform covers everything from subsea, ground, air and space capabilities.

- Recent announcements at Eurosatory: MODUS, a mobile counter-drone platform, and IRON WAVE, a robotic combat suite designed to support military forces.

This is one of those names where conviction and a long term view are important, but might have a generous payoff in the future.

[Wimbledon @Wimbledon]

Flying on grass 🇵🇭

Alexandra Eala is through to her first WTA 500 semi-final in Berlin 💥

[Joey Sales @sales_js]

About to explode

[Bodoxstocks @bodoxstocks]

$ONDS WORLD VIEW⚡️

[Joey Sales @sales_js]

Wow

[Bodoxstocks @bodoxstocks]

$ONDS now this Key Program slide suddenly makes a lot more sense 🇬🇧

NATO Eastern Flank - Long-range Autonomous Strike Platform - $300M

[The Tennis Letter @TheTennisLetter]

Alex Eala had kind words for Elina Svitolina after beating her in Berlin:

"Elina is a huge fighter and I've seen it many times. I've been watching her since I was a kid so to be able to compete with her today is such an honor. I really admire her. She's a mother and I find her to act with such elegance and strength. I'm really lucky to have had this match today." ❤