$ONDS
Here it is..
The biggest piece of research I’ve ever done and the most amount of work I’ve ever put into one post.
The ENTIRE public staff directory of $ONDS and EVERY single one of its acquisitions.
Nearly 400 members of staff, their job titles and, most importantly, their career backgrounds.
The talent stacking from $ONDS the last 12 months has been insane. IDF, IAF, US Army, Elbit, Rafael, Raytheon..the list goes on and on.
I hope you enjoy reading through this insane list of talent, just as much as I enjoyed compiling it for you all.
This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated.
CC: @ive_m5@itschrisray@bodoxstocks@YoYInvestor@CeoOndas
Wow, $RDDT just posted an absolute blowout quarter.
-> $663M revenue (69% growth Y/Y) vs. ~$608M consensus.
-> $1.01 EPS reported vs. $0.6 consensus (68.3% beat).
-> 91.5% gross margins.
-> Q1 GAAP net income was $204M. This is probably the most important figure for true profitability since it includes SBC.
Next quarter they projected, $715M to $725M revenue growth with $285 million to $295 million adjusted EBITDA.
Reddit looks like a literal, high growth money printer. (Disclosure: I do have Reddit positions.)
Expect a lot of chart volatility from short term option flows.
But fundamentally, if you look at Reddit earnings without the noise, Reddit money printer go brrr.
I mean… did you listen to the $GLXY conference call. In a few short months, you’ll have a new tenant for 800+ mw of power at Helios … you really think they can’t find a longterm tenant? 👀👇🏼