James @downpickping

@wadda1018 거만했죠

@hifriend 브랄인줄

@IervolinoGenny bot??

@nari_mahbubani bot?

@Magellan1974 @kenyoz are you bot?

$POET POET Technologies의 구조적 해자 (Moat) 1. POET의 핵심 경쟁력은 기술적 혁신(광학 인터포저)이 경제적 혁신(팹리스 모델)을 가능하게 했다는 점임. 2. 단순한 외주 생산이 아니라 산업의 패러다임 자체를 바꾼 전략임. 3. 기존 광통신 제조의 고질적인 병목이었던 '조립과 패키징' 문제를 근본적으로 해결함. 4. 기존에는 레이저, 검출기, 칩 등 서로 다른 소재를 하나로 붙이는 과정이 너무 어려움. 즉, 아주 미세하게만 틀어져도 전체를 버려야 했음. 5. 그런데 POET은 반도체 기반의 광학 인터포저라는 표준 플랫폼을 만듦. 6. 사람이 일일이 맞추던 수작업 정렬(Active Alignment)을 없애고, 반도체 장비(Lithography)로 찍어내는 자동화 대량 생산(Passive Alignment)이 가능해짐. 7. 수직 계열화(IDM) 기업과 비교했을 때, POET는 돈 버는 구조 자체가 다름. 8. 경쟁사의 경우, 공장 짓고 유지하는 데 수천억 원 깨짐. 전형적인 장치 산업. 9. POET은 공장 안 지음. 설계와 IP(특허)에 집중하고 생산은 파운드리 빌려 씀. 지식 기반 산업임. 10. 경쟁사 (고정비 중심)는 주문이 있든 없든 공장은 돌려야 함. 불경기에 적자 위험 엄청 큼. 11. POET (변동비 중심)은 주문 들어올 때만 비용 지출함. 시장 상황 안 좋아도 버티는 힘이 쎔. 12. 경쟁사 (100% 손실)는 다 만들고 나서 불량 뜨면, 그 안에 든 비싼 레이저 칩까지 싹 다 버려야 함. 13. POET은 조립하기 전에 반도체 테스트하듯 양품(KGD)만 미리 골라냄. 불량 나도 그 부품만 갈면 돼서 원가 방어력 압도적임. 14. POET의 인터포저는 일종의 하드웨어 OS와 같음. 800G, 1.6T, AI 가속기 등 용도가 바뀌어도 바닥(인터포저)은 그대로 쓰고 위쪽 부품만 바꾸면 됨. 15. 전 세계 거대 파운드리들의 남는 설비(유휴 설비)를 내 공장처럼 쓸 수 있음. 16. 수요가 10배, 100배 폭증해도 공장 지을 필요 없이 즉시 대응 가능함. 17. POET Technologies는 하드웨어를 팔지만, 비즈니스 모델은 '고수익 소프트웨어 플랫폼 기업'과 닮아 있음. 18. 공장을 짓는 대신 생태계를 구축했기 때문에, 경쟁사가 설비 투자비로 허덕일 때 POET는 이익률(Margin) 극대화와 기술 선점에만 집중할 수 있는 구조임.

I've initiated positions in $LPTH ($621M). Lightpath is incredible. Every modern thermal weapon (Missiles, Drones) requires Germanium glass, which China owns (70%) LPTH is the only US alternative with: Black Diamond Users? - $ONDS - L3Harris - Lockheed - Andruil (likely) - $UMAC - RTX/Raytheon or Northrop Grumman for the most recent $18.2M contract. Ondas: Iron Drone Raider(counter-UAS interceptor drone) and Optimus uses LPTH for Thermal Camera Cores. L3Harris SPEIR uses Lightpath for Infrared Camera Assemblies on Arleigh Burke-class Destroyers. Lockheed Martin Stinger Missles and M-SHORAD uses Lightpath for Missile Seeker Optics. Anduril likely uses Lightpath for The Ghost (Autonomous Drone) for Uncooled LWIR (Long Wave Infrared) Cameras. Unusual Machines uses Lightpath for Attack Drones (Molded Thermal Lenses). RTX or Northrop (one of them) uses Lightpath for Advanced Tactical Pods or Next-Gen Missile Seekers suing Infrared Camera Systems. This literally is the only Western alternative required for modern weaponry and drones. Lightpath now has an amazing balance sheet: ~$75–80 million in cash (with -$5M debt) -FY 2025 $37.2 Million. FY 2026 est. ~$61.6 Million - FY 2025 Gross 27.2%, FY 2026 35-40% by year-end. - FY 2025 Backlog ~$40 Million. FY 2026 Backlog $90+ Million. They are sold out. Expanding margins. And majority of the top US defence contractors now use Lightpath as a Western alternative to China's supply chain of Germanium glass. Absolutely incredible company, I don't say this very often. So I personally went long on Lightpath as military contractors will rely on them in the future for advanced weapons.

Serenity @aleabitoreddit

5 months ago

I've initiated a position in $VLN ($155M MC). This one is wild. Valens is a AI semi for self-driving cars and robotics. I've found that markets messed up on VLS from a ticker collision data error. And missed new CES 2026 info this week. VLN has: 1. $93.5M in Cash, 0

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85 57 779 857K 719

Hey everyone. $RKLB I’m a Rocket Lab investor from Korea, and over the past few months I’ve been sharing my thoughts on Rocket Lab and the broader space industry through my YouTube channel. youtu.be/xFQme3Ccnz8?si… Space investing isn’t a mainstream sector in Korea yet, but thanks to the support and insights from many of you overseas, I’ve been able to keep improving my content. Some viewers recently asked for English subtitles, so I’ve started adding English dubbing and subtitles to my videos. If you’re interested, I’d love for you to check them out — and any feedback on the English subtitles would be hugely appreciated. The people I’m tagging are creators and investors I genuinely respect and have learned a lot from. I’m still growing and have a long way to go, but I’d really appreciate any feedback you’re willing to share. @trypto_tran @TechInnovationz @TheVan151 @vinceisbullish @Gykiwi03 @SpaceNews_Inc @ykykykkkkkkkkk @daveginvesting @FranciscoSpace5 @mottbox_ @RealMattMoney @jinseongeo83473 @rookisaacman @Peter_J_Beck If there’s interest and feedback, I’ll keep adding English subtitles to future videos — and to be honest, I plan to continue adding them even without it. My channel is still small here in Korea, but as it grows, I hope I can share more insights with all of you.

@rklb_invest I've learned a lot of valuable insights from you.

@GCAndreassi hahaha

@elonmusk recently stated that "Solar electricity will become by far the biggest source of power for civilization. According to greenmatch.co.uk, Solar panels in space can produce up to 40 times more energy annually than those on Earth. As electrification expands and technologies like big data and AI surge, energy consumption is rising rapidly, placing unsustainable pressure on our current systems. Although renewable sources such as wind 🌬️ and solar ☀️ play a vital role, they are inherently intermittent and require extensive land use. As the concept of space-based data centers gains traction, the demand for advanced space solar technologies is likely to grow. Which companies will benefit from this, and where should I, as an investor, invest my money to achieve high returns in the future? The answer is: there are only two companies in this field. 👇 First of all there is Spectrolab, a subsidiary of @Boeing $BA, which is currently the leading supplier of solar panels for space applications. Secondly there is @RocketLab $RKLB which has also entered this space, following its $80 million 2021 acquisition of solar panel manufacturer SolAero. SolAero was founded in 1998 and is headquartered in Albuquerque, New Mexico. The company is known for manufacturing high-performance solar cells and panels used in satellites and spacecraft. SolAero has over 20 years of solar cell and CIC/SCA development, qualification and manufacturing heritage. SolAero’s space solar cells are among the highest performing in the world and support civil space exploration, science, defense and intelligence. The company offers a suite of space solar products each specifically designed for missions to LEO, MEO, GEO or interplanetary applications. SolAero technology has also made commercial constellations possible, providing power to OneWeb’s broadband constellation. The acquisition for $80 million in cash seems almost cheap considering the potential that lies ahead. SolAero by numbers: √ 1000+ Satellites in orbit are powered by SolAero Products. √ 4MW Solar cells are manufactured to date √ 1,000 successful space missions with 100% reliability and mission success to date. Sources: rocketlabcorp.com/updates/rocket… davidw358.sg-host.com/rocket-lab-to-… greenmatch.co.uk/blog/2020/02/s…

@gabrelyanov RS!

End-of-week portfolio update! Been very busy buying & selling recently. Completely sold out of my $AMD position at 85%-105% gains, and rotated that money into $ONDS. Also sold more than half my $KRKNF position, and added that money to $ONDS too. $RKLB is still my portfolio’s rock, though it’s now shrunk to “just” 80% of the account as its share price has eroded with the broader pullback we’ve been seeing across the market. Very happy to see $ONDS at more than 10% of the portfolio finally. I’d like to add another 1000 shares if possible, but cash is LOW at the moment, so we’ll see. After that I want to turn my focus to $LMND. I’ve been becoming more bullish on them and think their 2026 will be HUGE. $SOFI is just chilling for now and I’m content to let that position sit. No plans to add to it unless it were to dip below $20 (maybe). $KRKNF is a very tiny position right now, and there’s a good chance I sell it off after earnings on Monday. We’ll see!

China produces ~60% of the world’s rare earths & handles ~90% of processing. The real challenge now is breaking that grip & the U.S. is slowly building the pieces to take some of that control back. Here’s what the U.S. rare earth supply chain is starting to look like: • $MP is the leading U.S. rare earth producer operating & expanding into processing. • $USAR & $IDR are early exploration names working to prove new U.S. deposits. • $CRML & $TMRC are building toward integrated mining/refining to bring capacity back onshore. • $AREC is extracting rare earths from coal waste to accelerate domestic supply. • $UUUU is one of the few U.S. players already separating rare earths at scale. • $IPX is developing new refining technology to expand domestic output.

Today felt like the moment investors finally realized that $ONDS is not just another small tech name but a “Generational” company I’ve only been posting about it 10-20x daily for the last month, but anyways… It is becoming one of the most quietly important players in the future of autonomous systems and defense communication. The stock move showed it. The volume showed it. And the institutions showing up behind the scenes confirmed it. Ondas had a strong performance today, climbing to around 6.56 dollars after an early pullback. The buying pressure throughout the session suggested that investors were not just trading a bounce. They were positioning for what may be the next chapter in the company’s growth story. Recent institutional filings from October and November have added fuel to that belief. Vanguard Group increased its stake in the company. BlackRock maintained its role as a meaningful holder. Geode Capital added more weight as well. Several smaller funds filed new 13G positions during the same window. When multiple institutions accumulate at the same time, it usually reflects belief in the long term potential of a business model. Part of the excitement around Ondas comes from its autonomous platform. Ondas Autonomous Systems has been expanding rapidly with solutions built for government, defense partners, and industrial clients. These include drone platforms that can operate independently, robotics systems that can secure critical sites, and technology that supports mission critical operations. These tools are becoming essential in a world that is moving toward automation, secure communication, and always available data. Financially the company posted strong results in its most recent report. Revenue for the quarter was about 10.1 million dollars, which represented significant year over year and quarter over quarter growth. Gross profit reached roughly 2.6 million dollars. Operating expenses were around 18.1 million dollars. The company expects to finish the year near 36 million dollars in revenue and has shared an early expectation of more than 110 million dollars for next year if execution continues. Today’s move reflected all of this. Ondas did not simply trade higher. The market began treating it like a company with a real future in autonomous defense technology. If the momentum continues, this may be one of the early turning points investors look back on months from now.

Read this if you know nothing about $ONDS I’ve spent hours digging into their business model to pile it all into 3k words It’s a lot to take in so I tried to make it all as straight forward as I could Let's dive in… ▪️ONDAS: Business Model ▪️ Ondas is a defense tech company that brings together 2 complementary capabilities: >mission-critical wireless networks (think reliable wifi in tough situations) >fully autonomous drone/robotic systems (machines that function completely on their own) Their offerings enable clients to monitor, protect, inspect & respond in industrial & security environments, from site inspection & urban ops to border security & enemy drone defense. $ONDS business can be broken up into 3 separate units: >Ondas Networks (Govt-backed) >Ondas Autonomous Systems (OAS) (80% of revenue) >Ondas Capital (newest) ▪️Ondas Networks develops private wireless network solutions for mission-critical industrial & infrastructure use (railroads, utilities, oil & gas (O&G), transportation, govt). ▪️OAS, through its subsidiaries, offers autonomous drone & robotics systems for security, infrastructure monitoring, & defense-type use cases. ▪️Ondas Capital invests in & advises promising unmanned & autonomous tech companies to help scale combat-proven solutions for U.S. & intl partners Let’s dig into each unit in order.. ▪️Ondas Networks (ON)▪️ ON builds private wireless comm systems for large industrial & govt organizations making sure that critical operations have reliable secure connection. Think of it as a custom wifi for tough jobs where normal wifi or cell service fails. Customers like railroads, power utilities, O&Gs, etc, all need reliable & secure comms across large areas where public networks don’t reach & can’t afford to rely on just regular wifi & cell phones. ON’s core product is the FullMAX family of Software Defined Radios (SDR*) that lets these industries create their own long-range, high-performance wireless networks. It’s like a private, industrial-grade wifi that can cover miles & stay connected in harsh or remote places. Organizations use it to run trains, power grids, sensors, drones, & safety systems that need constant comms. *SDRs are simply radios whose functions are run by software rather than analog electronic hardware. Think itunes vs a record player. Ondas Network’s use cases: >tracking a train’s location & reporting that there’s a crack on the tracks >sending critical data, like meter readings, from the engine to the rest of the train >sending the status of a faulty power line to HQ >reporting that there’s a leak in an oil pipe in a remote environment >sending real time footage of a rail line or utility site to HQ in a harsh climate You get the point. Ondas Network creates comms out of thin air when communication is the key factor in determining mission success or failure. The reason why FullMAX is ON’s core product (although they have other comm products) is due to the Association of American Railroads (AAR*) picking Ondas’ FullMAX as the official standard for next-gen train networks back in April’25. This is huge & guarantees a ton of revenue for $ONDS. *AAR is the main trade group that represents the MAG 6 of railroad companies (collectively handling 94% of freight revenue) who speak for the railroad industry to govt, sets tech standards, & pushes safety rules. This decision comes after the Federal Communication Commission (FCC*) made a deal with railroads that forces them to update their 1980’s legacy comms systems by Sept’25. *The FCC is a govt agency that regulates radio frequencies, telecom, & broadcasting to keep airwaves safe, fair, & efficient. FullMAX radios use the exact IEEE 802.16t standard (standard chosen by AAR in 2023) for the mandatory network upgrade, making it plug & play for railroads. Ondas teamed up with Siemens Mobility, as the prime contractor, to roll out these upgrades for U.S. Class I railroads (the Mag 6 railroad companies). Ondas is getting about $1.3B in guaranteed revenue (thanks to AAR choosing FullMAX) from selling hardware (radios & base stations), installation services, & ongoing maintenance for nationwide networks. $ONDS 10K’24 Pg 7: “The Class I railroads currently operate four separate private wireless networks in support of train operations… we believe the addressable market for the four private North American Railroad networks is approximately $1.3B.” The biggest money maker for Ondas Networks is selling & deploying FullMAX hardware & software to large clients, especially in the rail industry. Ondas also makes money from licensing its tech, engineering contracts, & long-term service & support agreements once the systems are installed – maximizing that lifetime value with each installation. Railroad beats out utilities or other client types because rails have steady, govt-backed demand — no waiting for budgets. For example: ON locked in a deal with Amtrak, with initial deliveries of $ONDS Positive Train Control (PTC) data radios starting in Q3’25. The simplest way to explain Ondas Network’s revenue model: ▪️Hardware Sales: Selling radios, base stations, & full network kits. This is the main driver for new setups, like equipping a whole rail line thanks to AAR. ▪️Services & Support: Charging for installation & testing with yearly fees for maintenance, software updates, monitoring, & fixes. This creates recurring revenue once networks are live. To put it simply, Ondas Networks makes money by building, selling, & maintaining private wireless networks that keep industrial operations connected, efficient, & secure where normal networks can’t. ▪️Ondas Autonomous Systems (OAS)▪️ This is the more exciting unit. OAS focuses on designing, selling, & operating advanced, self-flying & self-driving drone/robot systems for industrial, defense, & public safety customers. OAS provides a complete, ready-to-use, & often fully automated drone/robot that can run 24/7 w/o a human operator needing to be around for every mission. These systems can typically launch, operate, return, recharge, & process data by themselves. OAS sells drone/robotics hardware, locks in robots-as-a-service (RAAS) subscriptions, & adds services as needed by the client. Each acquisition strengthens this by bringing new tools, new customers, & recurring cash. Between Q3’24 to Q2’25 OAS captured $39M in orders. Again, Ondas as a whole is expecting just $25M+ in total revenue for 2025 OAS is expected to contribute $20M that topline By the end of Q2 they had $22M in backlog with hopes to be above $20M all the way through 2025 OAS is expected to be EBITDA positive by Q3’25 All these numbers are from 3 acquisitions ago. I’m expecting huge revenue guide increase in Q3 OAS now owns 6 key subsidiaries: Iron Drone - Enemy drone catcher (counterUAS) American Robotics - Routine inspection drones (industrial data collection) Airobotics - Complex emergency drones (security & defense) Apeiro Motion - Ground robotics & wired connectivity (site clearance) 4M Defense - Demining UXOs (site clearance) Sentrycs - Enemy drone hacker (counterUAS) Let’s dig into what each of these brings to the table & their use cases: $ONDS Iron Drone Raider a fully autonomous “drone-in-a-box” counter-UAS that launches, hunts, & catches enemy drones (with a net) all on its own. It even returns to its box on its own. This is all done without radio frequency jamming or GPS spoofing. Ondas acquired Iron Drone in 2023 (through Airobotics acquiring them months after joining Ondas) – expanding the OAS use case from just security/inspection (intel collection) to active defense (counterUAS), opening up high-value military & homeland security contracts. Iron Drone use cases: >Catches enemy drones over military bases to stop spying >Captures rogue UAVs near airports before they crash into planes >Intercepts drug-smuggling drones at border walls >Defends stadiums during events from unauthorized aerial filming >Guards warships at sea by snaring enemy scout drones >Set to be used by German Armed Forces >NYPD expressed interests in deploying Iron Drone in NYC back in June Ondas expects Iron Drone’s counter drone market to go from $1.8B in 2026 to $3.5B in 2030 $ONDS expected annual revenue for 2025: $27M $ONDS American Robotics focuses on fully automated drones for industrial data collection & was the first Federal Aviation Administration (FAA)-approved drone manufacturer in the autonomous drone space. Instead of using people or piloted drones, customers like railroads, O&G companies, utilities, & agriculture companies can install a Scout System (a drone-in-a-box) & get routine, automated inspections every day or even multiple times per day. These drones collect high-res images, thermals, & other sensor readings that help spot problems early like track damage, leaks, or equipment wear. Scout was the first autonomous drone system approved by the FAA to fly w/o a human observer. Ondas acquired American Robotics in 2021 – that same year is when American Robotics received their FAA-approval. American Robotics teamed up with Airobotics to develop the Optimus system which received a higher FAA approval in 2023 & was built for urban, security, & public safety operations. Airobotics took care of a lot of the engineering while American Robotics enhanced the product with their expertise in regulatory compliance which resulted in the higher FAA cert. A perfect example of Ondas’ subsidiaries playing nice. Optimus’ larger & more rugged design allows it to handle complex environments like ports, cities, & defense installations. Unlike Scout, which focuses on regular data collection, Optimus is made for on-demand missions — launching instantly when triggered by an event such as a security breach, fire, or emergency call. It provides real-time video & situational awareness, often integrated into command centers or city surveillance networks. Optimus is one of the first FAA Type Certified small unmanned aircraft systems for automated security & data capture. Scout received a Certificate of Waiver from the FAA, but Optimus received a Type certification which is the highest FAA certification an aerial product can get. This streamlines the process for obtaining future operational approvals (like flying over people or complex urban environments) & helps accelerate the commercial scaling of Optimus. Use Cases: Scout >Scans oil pipelines in Alaska every morning to detect leaks before they spill >Flies over solar farms at dawn to find broken panels & cut repair time in half >Checks wind turbine blades weekly for cracks w/o needing a human climber >Maps mining pits daily to track progress & prevent dangerous overhangs >Monitors rail signals in remote deserts to warn of heat damage before derailments Optimus >Guards a U.S. border outpost 24/7, spotting intruders & alerting guards instantly >Patrols an oil refinery perimeter at night, using thermal cameras to catch trespassers >Flies over a NATO airbase to detect rogue drones before they get close >Watches a power plant during storms, reporting fallen lines in real time >Secures a VIP convoy route, flying ahead to clear the path of threats Ondas expects Optimus’ drone-in-a-box market to go from $3.9B in 2026 to $10.5B in 2030 $ONDS expected annual revenue for 2025: $27M $ONDS Airobotics specializes in real-time aerial security, public safety, & defense missions in complex urban or industrial settings – unlike American robotics focusing on industrial data collection in controlled environments. Airobotics’ drones are used for surveillance, perimeter patrol, emergency response, disaster management, & critical infrastructure protection, giving Ondas a strong foothold in govt, defense, & smart city markets worldwide. Ondas acquired Airobotics in 2023 (the same year that Airobotics acquired Iron Drone) & plays a major role in Ondas’ global expansion & entry into counter-UAS. Prior to the acquisition, Airobotics had already launched commercial fleet deployments in urban environments & had a strong operational presence in global markets like Israel & the UAE. This immediately expanded Ondas' intl reach & validated the platform’s reliability & functionality in real-world, non-U.S. environments. I’ve already spoke about Airobotics’ core product, Optimus, so I’ll just name some real world use cases for the system that’s already confirmed: >Dubai police for public safety & emergency response >Abu Dhabi for industrial & govt use through a venture with SkyGo >Israel for defense & public safety Airobotics expands OAS from routine data collection to mission-critical aerial security & emergency response. $ONDS Apeiro Motion specializes in autonomous ground vehicles, robotic arms, & secure fiber spools that tether drones or robots for unlimited-range, jam-proof comms w/o radio signals. Think of the string that’s b/t 2 paper cups to communicate. This lets Ondas build multi-domain systems where drones & ground bots work together, expanding the TAM efficiencies of the RAAS model. Ondas acquired Apeiro Motion in Sept 2025 to expand their offerings to ground robots & tethered connection. Apeiro develops a variety of rugged, autonomous platforms like Unmanned Ground Vehicles (UGVs) & quadrupedal (four-legged) robots. Apeiro’s fiber-optic spools allows aerial or ground systems to maintain a high-speed, secure data connection via a physical fiber-optic cable that unspools as the robot moves. Say you’re in a car (drone) & you’re listening to a song (tracking GPS) & bad weather knocks out the radio station's signal (enemy jamming). You would’ve been able to stay connected to the song as long as you wanted if you had super long wired headphones (fiber-optic spools) connected to the device playing the song. Think of a very long USB cable attached to a drone to reduce the likelihood of anything disturbing its connection. On-ground robots expand OAS tremendously by simply applying robots & AI to the ground. The fiber-optic spool is vital because it makes the robot immune to GPS or radio frequency jamming, which are common tactics in hostile environments. Use cases: Ground bots >Carries 50 lbs of ammo to troops in a GPS-jammed valley >Grabs & removes a live IED from under a bridge >Quadruped patrols inside a dark tunnel, streaming HD video to command >UGV tows a wounded soldier 200 meters to safety w/o radio signals >Lays fiber cable along a border fence for instant, secure data links Fiber Optic Spools >Tethered drones hovers 30mins over a hostage site, feeding unbreakable video to negotiators >Fiber-linked drone scouts 1km ahead of a convoy in an enemy jamming area >Tethered drones maps a collapsed mine shaft for 2 hours straight, guiding rescue teams >Fiber-spool drones guard a VIP rooftop 24/7 with zero radio emissions for stealth $ONDS 4M Defense identifies buried landmines, unexploded ordnance (UXOs), & terrain obstructions & uses ground & subsurface robots to accelerate de‑mining operations & tackle high-risk cleanup in war zones. Ondas secured controlling interest in 4M Defense in Oct 2025. Its main contribution is the Terrestrial Intelligence Platform (TIP), which is an AI software platform designed to scan multiple sources of data (satellite imagery, drone data, & historical maps) to identify, categorize, & precisely locate buried explosive hazards like landmines & UXOs. 4M key products: ▪️Digger Scraper / D250 - remote-controlled excavator designed for hazardous areas ▪️Golem Detector - the first fully autonomous UXO & buried metal threats detector These products perfectly sync with one another to identify & remove buried threats w/o putting humans at risk. Use cases: >Robot scans a Ukrainian wheat field to find buried Russian landmines before farmers plant >TIP platform maps 500 Gaza UXOs in one day so kids can play safely again >Ground bot clears a road of IEDs so a U.S. convoy can pass in 30mins >Drone-sensor combo detects old Ukraine UXOs under a new airport runway site >4M AI flags 200 hidden mines along a border fence for NATO engineers to remove. >4M system surveys a former battlefield in Africa to make land usable for housing. $ONDS Sentrycs develops Cyber-over-RF (CoRF) & Protocol-Manipulation counterUAS tech to detect, track, identify, & take control of unauthorized drones within seconds, operating at the communication‑protocol layer rather than using jamming or spoofing. So instead of using jamming or kinetic engagement (like the Iron Drone Raider net), the Sentrycs system just analyzes the enemy drone’s radio signals to identify its communication language, or "protocol," then takes control of the drone directly from the hostile operator. Sentrycs gives Ondas a way to achieve safe & non-disruptive mitigation, which is essential for a sensitive airspace. It works at the software level rather than jamming the entire radio frequency. Sentrycs causes no interference with friendly comms, GPS, or nearby devices, making it the ideal solution for civilian environments like airports & stadiums. Sentrycs superior detection system also acts as intelligence & early warning to the Iron Drone system with Sentrycs detecting capabilities being more advanced than Iron Drone. Together they create a detect-to-defeat solution to aerial protection. Another example of Ondas’ subsidiaries playing nice together. Use cases: >Land a hacked drone on a rooftop to capture its memory card with enemy intel >Guide a suspicious drone to a safe zone so bomb techs can disarm it without shrapnel risk >Force a smuggler drone to drop its payload in a field instead of crashing on a highway >Bring a lost delivery drone back to base to avoid public panic & bad press >Hijack a spy drone & fly it to your lab for reverse-engineering its tech The simplest way to explain Ondas Autonomous System’s revenue model: ▪️Hardware Sales: One-time sales of Optimus drone-in-a-box, a Iron Drone Raider interceptor, an Apeiro ground robot, a 4M demining bot, or a Sentrycs detection kit to customers, like the military, oil companies, or railroads. ▪️Services & Support: Clients rent these systems to have drones or robots fly automatically, collect data, & deliver insights. Clients also pay for maintaining these systems and can pay for upgrades to these systems creating a sticky relationship with clients for as long as the drones are in operation. ▪️Ondas Capital▪️ This is a strategic investment & advisory unit launched in Sept 2025 to dominate the global unmanned & autonomous systems market, representing a shift from simply acquiring tech to also financing & accelerating its global deployment. It functions as a formal entity to identify & invest in promising new techs that can be vertically integrated into the existing OAS portfolio. It combines advisory services (helping companies with market development, regulatory/compliance strategy, operations) & direct investment capital (deploying money into companies/tech) to scale capabilities faster. It’ll help Ondas strengthen its global footprint & credentials by localizing operations, establishing a European presence, & building partnerships that go beyond just selling hardware & data. Along with adding a specialized revenue stream to the topline, Ondas Capital builds relationships & gives Ondas unique insight into defense tech trends, helping to inform its own product development & acquisition strategy. ▪️Closing▪️ Ondas brings together 3 complementary units to create a next-gen defense & industrial powerhouse by vertically integrating the secure connectivity of Ondas Networks with the multi-domain drone, robotics, & defense expertise of OAS, paired with the growing financial power, intelligence, & global influence of Ondas Capital — you won't be able to talk about defense/industrial drones in 5yrs without mentioning Ondas. Ondas Networks delivers the unbreakable data backbone for railroads & critical infrastructure – generating predictable revenue by selling, deploying, & maintaining mission-critical wireless networks for industrial & govt clients. OAS deploys a growing fleet of intelligent, pilotless systems — from Scout & Optimus for inspections & security, to Raider, Apeiro, 4M, & Sentrycs for counter-drone, ground ops, demining, & cyber takeover — generating revenue through hardware sales, RAAS subscriptions, & sticky support services. Ondas Capital accelerates it all by funding combat-proven innovations, securing global partnerships, & feeding new tech directly into the OAS ecosystem. Together, Ondas isn’t just serving clients — they’re redefining how governments, militaries, & industries monitor, protect, inspect, & respond in an increasingly unmanned & automated world. $ONDS is still laying the foundation for the next 5yrs The story is just getting started: >FCC forces legacy railroad to change their networks by 2025 >AAR picks $ONDS to be the new standard railroad comms network in 2025 >Acquired Airobotics in 2023 who acquired Iron Drone a few months later >Acquired American Robotics in 2021 >Optimus receives FAA Type Cert in 2023 >Acquired Apeiro Motion | 4M Defense | Sentrycs (controlling interest) in 2025 >Launched Ondas Capital in 2025 $ONDS entire business model as we know it is literally still being formed right before our eyes.

THE ELECTRICITY VALUE CHAIN • $CCJ uranium supply • $CEG nuclear baseload • $SMR modular nuclear reactors • $OKLO micro-nuclear generation • $EOSE zinc long-duration storage • $GEV power conversion hardware • $VRT power distribution & cooling • $VST flexible generation & storage • $TSLA utility-scale lithium storage • $FSLR thin-film solar for hyperscale • $NNE utility-scale renewable buildout • $TLN North American renewable generation • $BWXT nuclear components & specialty fuel

🚨 구글 포트폴리오 공개 🚨 세상은 구글이 검색만 하는 줄 안다. 하지만 진짜 돈은 투자에서 벌고 있다. 🛰 AST 스페이스모바일 티커는 $ASTS 비중 18퍼센트, 위성통신의 왕이다. 구글은 우주를 사고 있다. 🌍 플래닛랩스 티커는 $PL 비중 17퍼센트, 지구를 매일 스캔한다. 정보가 곧 권력이다. 구글은 그걸 안다. 💾 ARM홀딩스 티커는 $ARM 비중 11퍼센트, AI 반도체의 심장이다. 이건 단순한 투자 아니다, 미래 점령이다. 🔬 멧세라 티커는 $MTSR 비중 8퍼센트, 신약 기술의 핵심이다. 구글은 의학까지 먹는다. ⚡ 레볼루션 메디슨 티커는 $RVMD 비중 8퍼센트, 혁신 생명공학이다. AI와 생명, 둘 다 구글 손에 있다. 💡 프레시웍스 티커는 $FRSH 비중 7퍼센트, 클라우드 고객 플랫폼이다. 구글은 모든 데이터를 연결 중이다. 🧠 템퍼스 AI 티커는 $TEM 비중 5퍼센트, AI 의료 분석이다. 진짜 AI는 여기 있다. 💻 깃랩 티커는 $GTLB 비중 5퍼센트, 개발자들의 성지다. 구글은 코드까지 투자한다. 🤖 유아이패스 티커는 $PATH 비중 3퍼센트, 자동화의 대표다. 기계가 일하는 세상, 구글이 주도한다. 💊 프라임 메디신 티커는 $PRME 비중 3퍼센트, 유전자 치료 혁신이다. 구글은 DNA까지 건드린다. 📈 덱스컴 티커는 $DXCM 비중 2퍼센트, 헬스 테크의 강자다. 몸속 데이터도 구글이 본다. 🧩 메이즈 테라퓨틱스 티커는 $MAZE 비중 2퍼센트, 희귀질환 치료기업이다. 작지만 강력한 한 수다. 🎨 피그마 티커는 $FIGMA 비중 0.5퍼센트, 디자인 신입 포지션이다. 새로운 그림을 그리고 있다. 잘 모르겠으면 그냥 구글 $GOOGL 하나씩 들고 가자. 🇺🇸🐜 Powered by #USAnt

VERY IMPORTANT update on $CIFR This video explains exactly where Cipher Mining is heading over the next few weeks. Similarly to a lot of other high beta stocks in the market, we’re forming bull flags, bullish pennants and now ascending triangles. These are all bullish patterns, indicating that the wider market wants ALL of these stocks to go higher. LETS GO $CIFR 🔥 If you don’t have the time to watch the video right now, be sure to Bookmark 📖 This post and watch it later! I’m posting 20 of the BEST setups in the market this weekend, be sure to FOLLOW with NOTIFICATIONS ON 🔔 to get notified when I post a new trade alert.

Thomas James Investing @Thomas_james_1

8 months ago

As I mentioned toned in my $BITF video earlier - many high beta stocks in the market are giving us the ‘Thursday & Friday bounce’ and $CIFR is no difference. Perfect retest of the $15.50 support, and now bounced back to $20+ Send it to $24 with haste! (As long as Trump doesn’t

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