Ken

Always rolling toward a better tomorrow🤝. It’s been 10 years off the X platform. I left a rookie and came back in 2025 with reading glasses. 🤓

[Ken @USKeepRolling]

10 years away. 1st X post. Starting with gratitude.
@CeoOndas @nejatian @ColeMacro Happy Thanksgiving to every CEO leading with purpose and vision. Wishing you and your teams a joyful holiday and strong momentum ahead. As a long-term retail investor, I believe in your future.🥂

[Sleuth 🔎 @YoYInvestor]

🚨 $ONDS IS OFFICIALLY JOINING THE RUSSELL 2000 INDEX 🚨

[Ken @USKeepRolling]

Gotta love @thinkReal this retail bull investor mindset. Holding a long-term gem with patience and conviction.
Long $ONDS.👊 Yes, I’ll continue to follow his lead and keep adding to my position. Not worried one bit.

[Sleuth 🔎 @YoYInvestor]

🚨 BIGGEST $ONDS BULL ON TWITTER? 🚨

@thinkReal just added nearly 44,000 shares of $ONDS, bringing his total share count to over 800,000 🤯

Can anyone top this?

[Ken @USKeepRolling]

@thinkReal 👏👏👍👍👍 retail investor, King of $ONDS

[Ken @USKeepRolling]

@thinkReal I am following your lead 👏🤝💪

[Ken @USKeepRolling]

@YoYInvestor I added $8.02

[Ken @USKeepRolling]

@mikealfred 💪👍👍👍
I added to my position too, but only within what I could comfortably afford

[Ken @USKeepRolling]

@YoYInvestor Not missing out this opportunity. Bought yesterday and this morning. 👊

[Sleuth 🔎 @YoYInvestor]

🚨 BREAKING: NEEDHAM MAINTAINS "BUY" RATING FOR $ONDS WITH A $23 PT, A 162% MOVE FROM CURRENT LEVELS 🚨

Via TipRanks:

- "Austin Bohlig has given his Buy rating due to a combination of factors tied to Ondas’s acquisition of Cyberhawk and the strategic benefits it brings. He views the deal as Ondas’s first significant step into the commercial drone inspection market, while still reinforcing the firm’s broader defense-focused strategy and positioning the company for meaningful long-term revenue expansion."

- "He also highlights the sizeable incremental revenue potential expected from the transaction by 2027, as well as the profitability of the acquired business. In his view, the integration of Cyberhawk’s iHawk asset intelligence platform with Ondas’s autonomous systems portfolio should unlock material growth synergies, improve the company’s margin profile, and enhance its competitive positioning, collectively supporting a Buy recommendation."

Analysts continue to forecast enormous upside for $ONDS as the thesis grows stronger.

Source:

https://t.co/t3DiQePMIk

[Anthony Pompliano 🌪 @APompliano]

I had dinner last night with a group of friends that I admire and respect.

Bunch of guys in their 20s and 30s that are building businesses and families. Conversation included everything from recent business wins to investment ideas to debating which number kid is the hardest jump for parents.

It was a great reminder that no matter how much time we all spend online, or how pervasive AI becomes, nothing in the world is going to replace in-person, human connections.

[Ondas Inc. @OndasHoldings]

Ondas’s @Sentrycs is collaborating with @LockheedMartin to bring Cyber-over-RF counter-drone technology into the Sanctum C-UAS platform, supporting layered defense against evolving aerial threats. Its protocol-level approach lets operators detect, track, and safely control unauthorized drones without jamming, helping limit disruption to surrounding communications and infrastructure. $ONDS

https://t.co/LsPwPr75YG

[Ken @USKeepRolling]

@thinkReal @Mux_Fx 💯🤝

[Ken @USKeepRolling]

@Courage_wins The recipe is coming together. I can smell what Eric is cooking. 👊. I added at $8.88 this morning.

[Ken @USKeepRolling]

@thinkReal @Mux_Fx I can only afford 1200 shares $8.88 this morning. I can smell what Eric is cooking. 👊

[Ken @USKeepRolling]

@thinkReal 💪👏👍

[mon @moninvestor]

If you're new to investing, start with Subscription businesses.

$NFLX, $SPOT, $COST & $HIMS

That's exactly what I did when I started. If you have no idea where to even begin looking, subscription businesses are the easiest place to start.

These are companies where the majority of the money comes from one single source, and that's what makes them so easy to understand. You don't have to untangle a dozen different things to figure out how they make money, because it all comes down to people paying every month.

Netflix is the perfect example.

Almost everything they earn comes from people paying a monthly fee to watch shows on their platform. Those same people pay again the next month, and the month after that, so the company already knows roughly what's coming in before the month even starts. That steadiness is the whole reason these businesses are so attractive, and once you understand it, a lot of investing starts to make more sense.

The most important thing to look at is how long they manage to keep their customers, because that's where the real money is. If Netflix can hold onto you for five years instead of one, that's five times as much money from the exact same person, without spending anything extra to get you. So when a company gets even slightly better at keeping people around, it makes a massive difference to how much they earn over the long run.

These companies also have room to raise their prices very gradually. You've probably watched your own monthly bill go up by a dollar or two over the years and barely thought twice about it, so you kept paying. Spread that small increase across millions of customers and it turns into a serious amount of money, and it works even better once the product has become something you use without thinking.

Another thing that makes them powerful is how much they can afford to spend to win you over in the first place. Since the company already expects you to stick around and pay for a long time, it makes sense for them to spend more upfront to get you signed up, knowing they'll earn it back over the months and years you stay. That gives the strongest companies a real edge, because they can keep pulling in new customers while still making money on each one.

There's also the habit side of it, which is easy to overlook. When you watch Netflix every night or put Spotify on every time you get in the car, the product quietly becomes part of your daily routine. Once it's woven into your day like that, most people just keep paying, because canceling feels like more effort than it's worth.

On top of all that, these businesses give you a really clear read on how they're actually doing. Because the payments come in steadily every month, you can easily tell how many people are using the product and whether that number is growing or shrinking, which makes your job as an investor a whole lot easier.

And once one of these companies gets big enough, it can start adding even more ways to make money. With millions of people already paying every month, it can introduce things like ads, cheaper plans, premium plans, or bundles, and it doesn't have to go find a brand new audience to do it, because everyone's already there.

So if you're just getting started, this is a great place to start. Pick a subscription business you already use yourself, pay attention to how well it keeps its customers, and watch how it grows over time. Once this clicks for you, you'll start spotting it everywhere you look.

[BMSInvests @BMSInvests]

🚨👀 MUST READ AS AN $ONDS INVESTOR‼️⬇️

Absolute 💎 of an article.

Brig. Gen. (res.) Oshri Lugasi, another senior figure who moved from Rafael to Ondas’ joint management and heads the company’s defense operations, is trying to clear the fog in his first interview with Globes, which aired at the TECH IL conference.

He was recruited to his current position at Ondas last year. The company aims to make advanced systems available to the Israeli and Western defense establishments at accessible prices and at a speed greater than that of the defense industry giants — including Rafael, Israel Aerospace Industries, and Elbit.

According to Lugasi, after a series of mergers and acquisitions, the company has already received approval from the Ground Forces to equip forces in Lebanon with operational robots for enemy detection, locating and destroying explosive charges (‼️)

Lugasi believes that the intensified threat of Hezbollah’s explosive drones in Lebanon since March is a solvable problem in the near term: “We won’t need to wait the time previously required to solve anti-tank or rocket threats. I estimate that within a few months the defense establishment will have a very good response.” (‼️)

Ondas is developing a multi-layered solution to the drone threat, based on a combination of acoustic, optical, and electromagnetic sensors, alongside systems for launching interceptor drones capable of neutralizing Hezbollah’s fiber-optic drones by dropping nets or firing guided missiles (‼️)

“In recent weeks, we have been integrating our systems in Lebanon together with MAFAT [Administration for the Development of Weapons and Technological Infrastructure], while combining Airobotics and Ondas teams on the ground,” he says. “Within a few weeks — at most two months — we will provide an effective response to these threats.” (‼️)

“I think the state, led by the Ministry of Defense, is doing everything in its power to provide a response, and in my estimation we will see the first solutions operating in the field within a few weeks. It is a significant tactical threat that found a gap, but the defense establishment and MAFAT will know how to close these gaps very quickly — together with us and the rest of the industry.”

“In practice, I have no access to classified projects in the US, and my colleagues in the American management have no access to sensitive content in the Israeli companies. We established the activity in Israel as an independent company, fully subject to Israeli regulation. No product will leave Israel without explicit approval from the Ministry of Defense.”

“A simple check of our investor list shows that these are American NASDAQ funds — in fact, we raised $1.8 billion from American institutional investors alone. All of our investors, from end to end, are American.”

“The goal is to create an ecosystem of cooperation with Israeli defense companies — large and small — alongside the world’s largest defense companies.”

“We will build robotic factories in Israel for production on a massive scale, with an emphasis on reducing manpower on the production lines — which will make our systems significantly cheaper compared to the giants’ products. By the end of the year, we will employ thousands of workers here.”

[Ken @USKeepRolling]

$HIMS long term mindset

[Ken @USKeepRolling]

Well, I decided to deploy some cash and pick up more $HIMS shares.

[Eric Brock @CeoOndas]

Today marks an important milestone for Ondas as we announce our agreement to acquire Cyberhawk.

Cyberhawk has built a hands-down, market-leading critical infrastructure intelligence platform serving many of the world’s largest energy, utility and industrial companies. Together, we see a powerful opportunity to combine autonomous data collection, AI-driven analytics and enterprise software to deliver mission-critical intelligence across defense, security and critical infrastructure markets.

This transaction advances our vision of building a category-defining autonomous intelligence platform and expands our ability to help customers make better, faster decisions from the edge to the enterprise.

Important details shared below 👇