See before you're seen. EagleEye enhances the warfighter’s perception by overlaying digital information onto the real world, delivering vital real-time insights.

$ONDS From the CEO of Rift Dynamics on LinkedIn after yesterday's fund raising: Knut Roar Wiig Tech Entrepreneur | Drone industry executive | 1d Congratulations Eric Brock and team! You have now more dry powder than the European drone industry combined 💪💪🥇

$ONDS The Infrastructure Play Hiding In Plain Sight (Long read ahead, Grab some coffee) Ukraine is targeting 2.5 million drone production in 2025. Not thousands. Millions. That number comes from a country where drones cause 60% to 70% of equipment damage and 80% of battlefield casualties. $400 FPV drones destroying million dollar equipment daily. Their production target reflects what they learned from actual combat about modern warfare operating at scale. Ondas Holdings built production capacity for over 20,000 units monthly across three international manufacturing sites. They integrated Palantir Foundry across their enterprise operations. They're implementing Robot-as-a-Service business models with recurring revenue from deployed infrastructure. They hired the executive who negotiated $20 billion in Iron Dome sales to nations worldwide. The company hasn't explicitly positioned this as infrastructure deployment at scale. But look at what they assembled: production capacity for 240,000 units annually, enterprise data infrastructure from Palantir, recurring revenue models instead of one-time sales, swarm coordination technology enabling networked systems. These aren't pieces you build for selling drone units individually. Make of it what you will. The Revenue Explosion The numbers tell a story of acceleration. Q3 2024 brought $14.4 million in orders. $9 million for Iron Drone Raider systems. $5.4 million for Optimus autonomous drones. From a major military customer with language referencing combat deployments and operations in Israel during the Gaza conflict timeline. By Q2 2025, revenue hit $6.3 million, up 555% year over year and 48% sequentially from Q1. Then June 2025 delivered the inflection point. A $14.3 million Optimus order from a major defense customer. The largest single order in company history. Watch the backlog trajectory. $10 million at year end 2024. $16.8 million at Q1 2025. $22.8 million by Q2 2025. That's not just growth. That's acceleration. Full year 2024 revenue was $7.2 million. The 2025 guidance projects $25 million total with over $20 million from Ondas Autonomous Systems. Analysts are already projecting $40 million for 2026 before counting acquisition contributions. The margins matter as much as the growth. Gross margins reached 53% in Q2 2025. Management confirmed both Optimus and Iron Drone platforms achieve margins north of 50% with Iron Drone carrying even better margins. Combat proven technology commands premium pricing. When you're the only company with systems validated under actual combat conditions, you don't compete on price. The Iron Dome Executive March 2025. Ondas makes a hire that should have gotten more attention than it did. Oshri Lugassi becomes Co-CEO of Ondas Autonomous Systems. On paper, it's an impressive resume. Brigadier General in the IDF Reserves where he commanded 30,000 plus personnel as Chief of Combat Engineering. VP of Marketing at Rafael Advanced Defense Systems. But look closer at Rafael. Lugassi didn't just work there. He negotiated over $20 billion in government-to-government defense contracts. Iron Dome. David's Sling. Trophy systems. The defensive systems protecting Israel and exported globally. Think about what that means. Every defense minister who bought Iron Dome knows Lugassi personally. Every procurement officer who signed those contracts has his contact information. Every military leader who deployed these systems trusts his judgment on what works. CEO Eric Brock stated the appointment aims to "accelerate business expansion with American-Israeli allies in defense and homeland security markets" by leveraging Lugassi's "deep industry relationships with defense ministries, military forces, and security agencies worldwide." That's not hiring an executive. That's acquiring a relationship network built over decades selling the most successful Israeli defense exports in modern history. Here's the interesting part. The company's product is called Iron Drone Raider. They maintain a Golden Dome page on their website. Now the executive who actually negotiated those Iron Dome contracts runs the company. When he calls defense ministers about Iron Drone systems, they already know him from Iron Dome. They already trust him with their country's air defense. Combat Pressure Creates Real Advantages October 7, 2023. Hamas attacks Israel. The Gaza conflict erupts. Airobotics, Ondas' Israeli subsidiary based in the Tel Aviv area, accelerates Iron Drone Raider development to address Israeli Defense force needs during active combat operations. Not in six months. Not after testing phases. Now. November 2023, Meir Kliner, President of Ondas Autonomous Systems and founder of Airobotics, stated publicly: "We are receiving many inquiries and working around the clock to enhance our Iron Drone Raider system to address the needs of various Israeli Defense forces. With the support of major Israeli defense contractors, we are looking to provide the Iron Drone Raider solution to different forces on the ground." The system operated continuously during the conflict. Daily operational feedback from actual combat operations went directly to the Israeli developers. Real threats. Real engagements. Real requirements evolving in real time based on what worked and what didn't in actual combat conditions. This created a development advantage competitors can't replicate. While Raytheon runs simulations in climate controlled facilities and Lockheed Martin conducts test programs, Ondas refined their systems based on feedback from forces engaged in active combat operations against actual hostile threats. The Israeli government validated this work. Two grants from the Israel Innovation Authority totaling approximately $1.54 million arrived specifically for Iron Drone enhancements. Government funding for a private company's combat systems development signals official endorsement. CEO Eric Brock framed it as competitive advantage: "It was actually a blessing to develop this from the urgency of need, from combat pressure. Now, as we've gone operational, we're devoting resources to bring this technology to other markets." When Meir Kliner compared Ondas to traditional defense contractors during Gaza operations, he emphasized the speed difference: "We saw that the traditional contractors in defense were having a hard time here in Israel to maintain the agility to keep up with combat. The enemy is very agile, industry is not." That's the wedge. Move faster than the primes. Iterate in days instead of acquisition cycles measured in years. Win customers through speed and combat validation while the giants are still writing proposals. The Technology That Works Iron Drone Raider operates with full autonomy. No human in the loop required. Ground based radar detects threats and automatically launches Raider drones from docking stations. Autonomous flight to target area under radar guidance. Onboard sensors switch between micro radar, thermal imaging, and optical systems. AI computer vision identifies and locks onto targets. Autonomous maneuvering and net deployment captures hostile drones. Automatic return to docking station, landing, and recharge. The autonomy enables operational advantages competitors struggle to match. One operator can manage multiple systems simultaneously. 24/7 persistent defense without operator fatigue. Faster response times than human reaction speeds allow. Lower training requirements since the systems operate autonomously. Reduced manning costs. Scalability where adding coverage means adding systems, not hiring and training more operators. The technology works against GPS denied and RF independent threats. As drone warfare evolved from remotely controlled RF linked UAVs to pre-programmed autonomous vehicles operating without GPS or radio signals, the pattern emerged clearly in Ukraine and Gaza. Jamming and spoofing approaches used by competitors like DroneShield become ineffective when hostile drones operate autonomously. Iron Drone's AI based interception works regardless of hostile drone control methods. The net capture approach with optional parachute deployment provides low collateral damage suitable for populated urban areas. Captured hostile drones remain intact for intelligence analysis instead of being destroyed. That matters for understanding threats and adapting defenses. The Wåsp attritable drone platform developed through the August 2025 Rift Dynamics partnership with exclusive U.S. distribution agreement adds offensive capability complementing Iron Drone's defensive role. The Norwegian Army tested the combat ready Wåsp multicopter platform. AI vision. Swarm functionality. Modular payloads. NATO interoperability standards. EASA certifications. The October 2025 Nammo partnership integrated warheads creating a turnkey NDAA-compliant munition drone solution targeting U.S. Department of Defense mass affordable strike and perimeter defense platform requirements. Initial 500 unit order placed with production capacity to scale beyond 20,000 units monthly. The Palantir Infrastructure Decision March 11, 2025. Ondas announced Palantir Foundry integration across enterprise operations. If you've been reading my work, you know exactly how I feel about Palantir. When a company decides to integrate Foundry across their entire operation, that tells you something about their ambitions. You don't implement Palantir enterprise infrastructure to coordinate small-scale production runs. You implement it when you're building for scale that requires enterprise-grade data systems. Kevin Kawasaki, Palantir's Global Head of Business Development, stated Foundry would "integrate siloed data sources and enable real-time analytics" to help Ondas "make faster, data-driven decisions." The integration targets customer engagement, sales and marketing operations, production workflows, supply chain management, and field support. Specifically the U.S. based supply chain for scaling Optimus and Iron Drone production. That word matters: scaling. When Pentagon program managers evaluate whether a company can deliver 1,000 units, then 10,000 units, then integrate across multi-domain operations at military scale, they look for evidence of infrastructure that won't collapse under their requirements. Data security passing classified standards. Production systems that can handle their operational tempo. Supply chain visibility meeting their oversight needs. Having Palantir Foundry running your operations signals that capability. It's proof of enterprise infrastructure before being asked to prove it. The Production Infrastructure Production capacity exceeds 20,000 units monthly for the Wåsp platform across three international manufacturing sites. That's over 240,000 units annually if operating at full capacity. Manufacturing partnerships create NDAA compliant production. Kitron operates facilities in Windber, Pennsylvania. Detroit Manufacturing Systems provides additional U.S. production capacity. Nammo brings munitions integration capability. These aren't just partnerships. They're building domestic supply chains that satisfy U.S. defense procurement requirements. American Robotics actively bidding on DoD programs for the Wåsp platform. Initial 500 unit order already placed establishing baseline production while scaling capacity remains available for larger program awards. The production infrastructure exists now. That's unusual for defense contractors. Most build production capacity after winning contracts. Ondas built capacity anticipating scale before large programs materialized. Either that's premature investment, or they see something in their pipeline that justifies that buildout. The Capital War Chest Eric Brock raised over $600 million during 2024 and 2025. That's not typical for a company doing $7 million in revenue. August 2025 brought a $173 million public offering via Oppenheimer. Then October 2025 delivered the big one. A $425 million warrant offering at $11.50 per unit, representing 16% premium to prior close and 65% premium to one month volume weighted average price. The warrants carry $20 exercise price with potential $1.5 billion additional proceeds if fully exercised, though requiring shareholder vote to increase authorized shares. By July 2025, the company converted all convertible notes to equity. Zero holding company debt outstanding. Cash position reached $68.6 million at Q2 2025 before the massive capital raises. That provides multi-year runway at current burn rates even without additional revenue. The acquisition strategy built a multi-domain platform. January 2023 bought Airobotics for $15.2 million in stock, bringing the Israeli defense ecosystem access, Tel Aviv operations, and autonomous drone technology that became the foundation. September 2025 acquired Apeiro Motion for $12 million, adding unmanned ground vehicles and fiber optic communications systems with confirmed customer base including Rafael, Elbit Systems, Israeli Ministry of Defense, and IDF special units. October 2025 secured 51% of Smart Precision Optics for approximately $5.95 million, bringing Israeli precision optics manufacturing serving the $3.3 billion high precision optics market. Multi-domain expansion. Air via Optimus, Iron Drone, and Wåsp. Ground via Apeiro UGVs. Detection via Kestrel counter-UAS. Manufacturing via precision optics production for counter-drone and missile defense systems. Vertical integration up the supply chain. September 2025 brought Ondas Capital as a $150 million venture fund led by James Acuna. Former CIA field operations officer with 30 years international security leadership and battlefield experience in Ukraine. At AUSA 2025 and DSEI London, Acuna presented the investment framework as "creating new financial and operating structures aimed to rapidly scale critical defense and security capabilities globally." That's using other investors' capital to fund complementary technologies while building the core platform. Capital efficient expansion beyond just internal R&D spending. Current Deployments Prove The Concept Dubai provides the operational track record. Optimus systems have operated since 2021 conducting thousands of autonomous flights for public safety and emergency response operations. Not test flights. Operational missions. The $3.8 million contract expands deployment to 22 systems by end of 2025. That's one city building comprehensive coverage over multiple years. Europe delivered the first NATO country validation. April 2025 brought the first operational Iron Drone Raider deployment via $3.4 million contract from a European defense contractor for an unnamed NATO-aligned country's international airport security. Airports represent critical infrastructure requiring proven technology and regulatory approval. Getting the first European deployment matters for reference sales across NATO allies. Asia shows geographic expansion beyond Middle East concentration. An Asian governmental agency placed a $1.7 million Iron Drone order for homeland security operations. The specific country isn't disclosed but governmental homeland security suggests national-level deployment rather than municipal pilot. The September 2025 Apeiro Motion acquisition brought a $3.5 million unmanned ground vehicle order from a major defense entity. Apeiro's customer base includes Rafael, Elbit Systems, Israeli Ministry of Defense, and IDF special units. That acquisition added ground domain capability and immediate revenue from existing defense relationships. U.S. market penetration started. American Robotics secured U.S. Coast Guard contract as prime contractor for maritime emissions monitoring. Their first federal prime contract establishing track record for additional U.S. government programs. A major U.S. urban public safety agency ordered Kestrel counter-UAS systems for high visibility public event security. Municipal agencies adopting counter-drone systems for public events signals growing domestic demand beyond military applications. These aren't just sales. These are operational deployments building track record. Dubai's multi-year expansion proves the pilot-to-scale pattern. Europe's first NATO deployment opens reference opportunities across allied nations. U.S. contracts establish domestic credibility for DoD programs. The Market Reality Counter-UAS market projections show growth from $1.6 billion to $3.1 billion in 2025 reaching $12 billion to $15 billion by 2032 through 2034. That represents 20% to 27% compound annual growth rates. Military and defense applications dominate with over 55% market share as the highest growth segment. North America represents 31% to 42% of the market with U.S. DoD as dominant buyer. Asia Pacific shows fastest regional growth at 29.5% to 30% CAGR driven by territorial disputes and drone proliferation. Defense spending on counter-UAS accelerated from $200 million in 2017 to over $1.5 billion in 2018 with continued increases. But Ukraine demonstrates the market projections may underestimate the actual threat scale and required response. Those projections were made before Ukraine showed what drone warfare looks like at scale. Regulatory tailwinds favor Ondas specifically. The FAA BVLOS final rule expected March through April 2026 enables routine Beyond Visual Line of Sight operations up to 1,320 pounds. Ondas holds FAA Type Certification for the Optimus System as regulatory first mover. When BVLOS rules finalize, they operate while competitors apply for approvals. Trump Administration initiatives include executive orders titled "Unleashing American Drone Dominance" mandating domestic drone preference and expanded counter-UAS authority. Bipartisan "One Big Beautiful Act" legislation increases federal procurement funding for domestic manufacturers. These policies create procurement advantages for U.S. based manufacturers with NDAA compliant supply chains like Ondas versus foreign competitors. The Competition Has Advantages Lockheed Martin unveiled modular layered counter-UAS in February 2025. Raytheon secured major Coyote interceptor contracts with Army FY2025 budget including $116.3 million and announced UAE co-production in April 2025. Northrop Grumman validated counter-drone command and control systems with live fire demonstrations. Combined they hold 40% to 49% market share. R&D budgets 100 times larger than Ondas. Decades of DoD relationships built through major weapons programs. Integrated systems across multiple domains. Global service and support infrastructure. Security clearances and facility certifications for classified programs. These aren't advantages Ondas can replicate. The primes will win major DoD programs. They'll get the big multibillion dollar contracts. They have incumbency advantages that small companies can't overcome. But they have weaknesses too. Meir Kliner saw it during Gaza operations: "We saw that the traditional contractors in defense were having a hard time here in Israel to maintain the agility to keep up with combat. The enemy is very agile, industry is not." Defense primes optimize for $500 million programs with five to ten year timelines. Lockheed's F-35 took two decades from concept to operational deployment. Their bureaucracy measures innovation in acquisition cycles. They move slowly because their systems require moving slowly. The counter-UAS threat evolves weekly. Ukraine demonstrates new drone tactics monthly. By the time Lockheed has a competing product through their development and approval process, the threat changed twice and Ondas iterated three times. Small company advantage operates through clock speed. Iterate faster. Deploy faster. Respond to operational feedback faster. Win customers before the primes finish their proposals. Then defend those customers through rapid improvement cycles the primes can't match. The window stays open for 24 to 36 months. Maybe less. Maybe slightly more. But right now the primes have programs and proposals. Ondas has systems operating under combat conditions. What The Numbers Actually Say Current market capitalization ranges $2.5 billion to $3.6 billion depending on recent trading volatility. At $25 million projected 2025 revenue, that's roughly 100x revenue. At analyst projected $40 million for 2026, that's 60-90x revenue. Those multiples price in significant growth expectations. The valuation framework from source analysis provides context. Capturing 5% market share by 2030 in a $12 billion counter-UAS market generates $600 million revenue. At defense tech sector multiples of 8 to 15 times revenue, that implies $4.8 billion to $9 billion market capitalization. That's roughly 2x to 3x from current levels. Push to 8% market share in a market that grows faster than current projections suggest, and revenue hits $960 million by 2030. At the same multiples, that's $7.7 billion to $14.4 billion market cap. Call it 3x to 5x from here. But those scenarios assume traditional defense contractor business models. Product sales. Per-unit pricing. Linear revenue scaling with unit growth. Robot-as-a-Service models change the math. Recurring revenue from deployed infrastructure creates different valuation multiples. SaaS companies trade at higher multiples than product companies because recurring revenue provides visibility and compounds differently. If Dubai represents the pattern and other cities deploy similar coverage, the revenue model shifts. Initial system sales plus recurring service contracts. That changes both the revenue trajectory and the appropriate valuation multiple. The $22.8 million backlog at Q2 2025 provides near-term visibility. But the backlog represents confirmed orders for systems being deployed now. What's in the pipeline beyond the backlog? What conversations is Lugassi having with defense ministers using his Iron Dome relationships? What DoD programs is American Robotics bidding on with their Wåsp capacity? The market prices Ondas as a defense contractor winning deals at $25 million annual revenue with promising growth to $40 million. But here's what actually exists: Combat validated autonomous systems. The executive who sold Iron Dome to nations. Production capacity for 240,000 units annually. Palantir enterprise integration underway. Robot-as-a-Service models. NDAA compliant manufacturing. $600 million in capital. The market sees a defense contractor doing $25 million in revenue. The infrastructure isn't stated. But the pieces are assembled. This is not financial advice. Do your own research before making any investment decisions.

I came across this @SiemensMobility regulatory filing sent to @SecDuffy at @USDOT dated 8/20. I think it bodes well for next gen rail technologies that are being supported by @OndasNetworks on the 802.16t standard, mainly the items listed under Proposal 1. CC @CeoOndas and the $ONDS folks on the [DD]. Proposal 1: Modernizing America's Rail Backbone for Economic Growth and Safety This proposal recommends a national initiative to accelerate the deployment of advanced digital signaling, train control, and automation technologies across U.S. freight rail, passenger rail, and public transit networks. The initiative would support the strategic evolution to next-generation systems which improve safety and reliability while increasing efficiency. Suggested Legislative and Programmatic Considerations: • Designate a standard for signaling and train control technology to be used for all new rail projects funded by the Department. • Direct FRA and FlA to update existing regulations and definitions to be performance-based and technology-agnostic, facilitating the deployment of advanced digital signaling and automation, and to advance the designated national standard through rulemaking, guidance, and as a requirement in grant programs. • Establish dedicated funding for research, development, and workforce training to support the widespread adoption and maintenance of next-generation digital rail technologies. Key Objectives Supported: • Enhancing transportation safety • Accelerating project delivery • Promoting economic growth through infrastructure modernization • Strengthening federal, state, and private sector collaboration Source: downloads.regulations.gov/DO…

He who controls space, controls the world. We will not cede the high ground of space to China or any other adversary. America will continue to lead. 🚀 🇺🇸

$ONDS acquired Apeiro Motion in a $12M deal. Today, they secured a $3.5M order for Apeiro ground robotics and payload systems from a leading defense entity. This one contract represents around 29% of the acquisition price. 🧐

Ondas Secures $3.5 Million Order from Leading Defense Entity for Ground Robotics and Payload Systems. $ONDS ⚡️Order demonstrates breadth of Ondas' multi-domain capabilities following the recent acquisition of Apeiro and the integration of its portfolio of autonomous and combat-proven ground robotics and payload systems ⚡️Order reflects the strength of Apeiro's combat-proven UGV portfolio and leading market position in the high growth ground robotics market ⚡️Order expands customer's mission readiness with rugged UGVs and modular payloads for security, logistics, and tactical operations ondas.com/post/ondas-secures…

I was pleased to welcome Israeli Minister of Foreign Affairs, Gideon Sa’ar to @DHSgov headquarters today. We reaffirmed our commitment to a strong partnership with Israel on immigration, border security, and combatting antisemitism. Thank you, @gidonsaar.

$ONDS Last night from Howard Humphries, the CEO of Uavtek: "An absolute pleasure to be part of this — looking forward to seeing where this journey takes us!" And Acuna also thanked him by name. An M&A candidate? uavtek.com

When $open thinks they pulled away from $onds but there’s one more announcement in the tank

$ONDS James Acuna: NATO’s Eastern Sentry: flexing hard, missing the point 🛡️ linkedin.com/pulse/eastern-s…

💁‍♀️Filed Under : C U Next Tuesday CC $ONDS Folks Unmanned and Unchecked: Confronting the Rising Threat of Malicious Drone Use in America HearingDate:Tue, 09/16/2025 - 2:00 PM Location:2141 Rayburn House Office Building WASHINGTON, D.C. – The House Judiciary Subcommittee on Crime and Federal Government Surveillance will hold a hearing on Tuesday, September 16, 2025, at 2:00 p.m. ET. The hearing, "Unmanned and Unchecked: Confronting the Rising Threat of Malicious Drone Use in America," will focus on the growing threat posed by unauthorized and criminal use of Unmanned Aircraft Systems (UAS) in both domestic and international airspace. From a surge in UAS incursions near U.S. airports-posing risks to commercial aviation-to the exploitation of UASs by criminal organizations and cartels for smuggling, surveillance, and attacks, the Committee will examine how these emerging threats endanger public safety and law enforcement operations.

Catalysts I'm waiting on with $ONDS - DoD contract before year end - Networks first bits of traction and revenues - Blue UAS update on both Iron Drone/Optimus - NYPD contract for ID - Manufacturing updates - 1 or 2 more acquisitions with Acuna at the helm Plenty more!

Saw this on Facebook … aka Meta $ONDS

👀Must See TV👀 The Gentleman from Texas lays out the entire bull thesis for $ONDS Iron Drone counter UAS at our nations airports. He definitely says the quiet part out loud.

Switzerland Fast-Tracks $136M Counter-Drone Defense After European Airspace Incursions dronexl.co/fr/2025/10/04/swi…

$ONDS sittin’ on top! Popped up as a Top Holding in the SPDR S&P Telecom ETF, rocking ~4% weight at the top of the list 🚀 ✔️ Every big-money fund running XTL now gotta carry #ONDS in their bags. ✔️ That’s fresh eyeballs, steady inflows, and way more liquidity coming through.

Iron Beam 450 Reaches Final Development and Readiness for Delivery Rafael, together with Israel’s Ministry of Defense, has completed the final series of trials for the Iron Beam 450, the world’s first operational high-energy laser defense system. In these landmark tests, Iron Beam 450 intercepted rockets, mortars, and UAVs with unmatched speed, precision, and near-zero cost per engagement — a breakthrough that sets a new global benchmark in air defense. Powered by Rafael’s pioneering adaptive optics technology and designed for full integration into Israel’s multi-layered defense, Iron Beam 450 delivers extended range, faster response times, and scalability across land, sea, and air. 🎥 Watch Iron Beam 450 in action.

Drone Sector Thesis: I believe the sector is positioned to be one of the most important growth markets of the next decade. The applications are broad and still underappreciated. In the future, I believe drones will play a role in replacing manned aircraft. As autonomous vehicles gain mass adoption, fully autonomous planes will eventually follow, supported by advances in AI and the buildout of AI data center infrastructure. The key point is that drones are moving from niche use cases into necessity. One example: Twenty years ago, home security cameras were expensive and limited to the wealthy. Today cameras and Ring doorbells are everywhere. Drone security is likely to follow the same path. What begins as a premium service for businesses or wealthy households can scale into mainstream adoption once the technology becomes cheaper and AI integration makes it seamless. The consumer opportunity is significant. Imagine an autonomous drone assigned to home security. It can launch when a break-in is detected, flood the area with light and sirens, capture video, and alert the police automatically. It recharges itself and distinguishes between everyday deliveries and real threats. This kind of solution could turn drones into an everyday necessity (A solution like this could make drones an everyday necessity, just as robotic vacuums are becoming a common fixture in homes across the West). Security is only one use case. Businesses, hospitals, and government agencies will also deploy drones at scale for their own applications. Recently, someone broke into my car and stole about £200 worth of my belongings. That experience made me realize that while cameras might capture what happened after the fact, they do not actually stop the crime in progress. A drone, however, could actively intervene by chasing the criminal away, taking a snapshot of their face, and calling the police automatically. That was the moment it became clear to me that drones have the potential to transform security from passive monitoring into active prevention. Why Ondas $ONDS Holdings? ONDS is focused on drones with a strong specialization in security. The company has already been validated by the U.S. government, which showcased ONDS drones at its American Drone Dominance presentation. This validation matters. It signals the technology is viable and strategically important. When I first looked at ONDS, it was valued at less than 500 million dollars, which to me was a clear opportunity in an overlooked sector with significant upside. The way I see it as a long-term investor, ONDS has the potential to follow a similar path to Palantir. Palantir began by serving government clients, then expanded into the private sector with large organizations like the NHS, and now has broad adoption across industries. ONDS could follow that same trajectory. The company already has credibility in the government market. Over the next decade, I believe it can transition into the private sector and eventually into the consumer market. ONDS, while its technologies have broad applications, is fundamentally a security company. A significant portion of its business is focused on defense, homeland security, public safety, and counter-drone operations. Above all, ONDS is about drone security. The CEO may not yet be thinking about consumer + private business applications, but I believe that in the next couple of years the opportunity will be clear. Drone security at the household and business level will become a mass-market reality, just as cameras did. ONDS is one of the few companies that can transition to lead the consumer market. Drones are on track to become a core part of daily life and national infrastructure. The sector has multiple use cases, growing government support, and a clear path to consumer adoption. I believe at least one drone company can scale to a 100 billion dollar valuation over the next decade. Tomorrow I’ll share more details on why I’m invested in ONDS.

Size for scale 🤩 $onds She a beaut

Ondas Holdings Inc. Prices Upsized $150 Million Public Offering of Common Stock ondas.com/post/ondas-holding… @AmericanRobotic | @AiroboticsUAV | @OndasNetworks | $ONDS

The acquisition of 4M Defense offers significant opportunity to Ondas by expanding our integrated, AI-driven solutions. Land intelligence, which includes combatting the scourge of landmines, IEDs and UXOs requires the integration of aerial, ground and AI/ML capabilities. We see this as a significant global growth platform and core to our value creation mission. @OndasHoldings @AmericanRobotic | @AiroboticsUAV

$ONDS nice updates from launch event

$ONDS Here’s a long-term bull case for $ONDS if you’re considering holding for a few years: 1.Critical Infrastructure Focus – Ondas develops wireless networking solutions (FullMAX) designed for railroads, utilities, and government agencies. These are mission-critical industries where reliability and security matter more than cost, creating sticky long-term customers. 2.Rail & Aviation Exposure – Through its subsidiaries, Ondas targets massive industries like freight rail (via Siemens partnership) and drone/aviation (via American Robotics). Both sectors are undergoing digital transformation and automation, giving Ondas a tailwind. 3.Regulatory Advantage – Ondas operates in licensed spectrum bands, which means less interference and higher reliability compared to unlicensed competitors. This regulatory moat helps with adoption in safety-sensitive sectors. 4.Partnerships & Ecosystem Growth – Collaborations with major players like Siemens Mobility validate Ondas’ tech. If adoption expands across rail networks or utilities, it can create recurring revenue streams for years. 5.AI + Autonomous Synergy – With American Robotics, Ondas is positioned at the intersection of autonomous drones, AI data collection, and infrastructure monitoring. Growing demand for automation in energy, agriculture, and defense supports this segment. 6.Small-Cap with High Upside – As a microcap, Ondas is still under the radar. If execution improves and contracts scale, the growth multiple can be massive compared to mature large caps. If Ondas executes, it could evolve into a leading provider of wireless networking + drone automation for critical industries. The thesis is high-risk, high-reward, but the long runway makes it attractive for a patient investor. NOT A FINANCIAL ADVICE

$ONDS only back to 9 ema I am actually very surprised at the complete faith they are giving this co with all these capital raises. Not going to argue it, that's impressive price action. Let's see it how it looks at 4 PM.

THEON announces new U.S. partnerships and AR manufacturing hub approval at AUSA 2025 with next-generation night vision tactical display system featuring Kopin Corporation’s DarkWAVE™ module,highlighting their cooperation on augmented reality solutions for defence applications.

🚨 NEW VIDEO ALERT 🚨 Iron Drone is a fully autonomous, software-defined, intelligent counter-drone platform, developed in the most demanding military environments, enabling reliable hostile drone interception to secure critical locations, assets and populations. Iron Drone is deployed, even in denied environments, with low collateral effect for both fixed and mobile deployments. Modularity allows for feature expansion and expanded use cases. Iron Drone is operational in military theaters today. american-robotics.com/iron-d… @AmericanRobotic | @AiroboticsUAV | @OndasNetworks | $ONDS

Ondas @CeoOndas Eric Brock will present at H.C. Wainwright on Sept 10 and participate in investor meetings at Lake Street Capital on Sept 11 in New York City. ondas.com/post/ondas-holding… @AmericanRobotic | @AiroboticsUAV | @OndasNetworks | $ONDS

New model is funding and building scalable growth businesses not defense tech assets. It’s that time of the cycle. 👊🏼

IDF boosts defense with Xtend’s advanced FPV drone | The Jerusalem Post jpost.com/defense-and-tech/a…

Maxim sharpening the pencil on $ONDS - next rating lift coming? 🚀#ONDS

Today @SecDuffy and @USDOTFRA announced nearly $5 billion in available funding through the new National Railroad Partnership Program. The new initiative will ENHANCE safety on intercity passenger rail networks. Results!

$ONDS Speaking alongside DoW, US Army, Lockheed, AWS for AUVSI.

$ONDS just got a fat BUY $5 price target from Lake Street 🚀

Now... if I am a gambling man, I am willing to speculate the these units are earmarked for American Robotics in Detroit. Know your supplier.. ?

Well here’s the playbook! We’re capturing the whole battlefield and entire supply chain so watch out Busting silos and breaking new ground - this is exciting! $onds

$ONDS 8-K just hit the wires. d1io3yog0oux5.cloudfront.net…

$ONDS mentioned on CNBC, moving the stock right now.

To pay for its modernization drive, Driscoll said the Army plans to cut $48 billion over five years from programs it no longer needs, reinvesting in drones, air defenses and long-range fires.

$KTOS 🚨 BREAKING NEWS. Kratos Valkyrie taking off from a runway with a conventional landing gear.

$ONDS BBB contract flow “next 6-8 weeks”. Party hasn’t even started. PT $60 EOY

🎯 We’re a lead sponsor at #AUVSIDefense this week! $UMAC CEO Allan Evans joins the “America First Supply Chains” panel tomorrow at 2:05 PM ET — discussing how trusted U.S. manufacturing strengthens autonomy from the ground up. #DefenseReadiness #USManufacturing #AmericaFirst #SupplyChainResilience

Watching and listening to this now CC $ONDS folk. Eric Brock on Scaling Sovereign Infrastructure: Drones and CUAS piped.video/live/NbDFxmPHRSU… via @YouTube

Ondas Holdings is strengthening its defense portfolio with a majority stake in S.P.O. Smart Precision Optics. This move combines SPO’s precision electro-optics with Ondas’ global reach, supporting next-gen systems for missile defense, counter-UAV, and allied security operations. @AmericanRobotic | @AiroboticsUAV | @OndasNetworks | $ONDS

As if D wasn't enough... there is always Rail as the call option for $ONDS

Drones are set to be the key pillar in the EU's five-year battle plan to be unveiled tomorrow: Brussels Edition bloomberg.com/news/newslette…

NYC looking into $onds 👇🔥🔥🚀😳💵 nypost.com/2025/06/28/us-new…

Alarm as US far-right extremists eye drones for use in domestic attacks | Far right (US) | The Guardian theguardian.com/us-news/2025…

I friggin love this guy. Acuna holding down the $ONDS pit bull role linkedin.com/posts/james-acu…

Clean break thru resistance. 8/13/21 EMA’s stacked bullish and angled straight up. Bounced hard off an upward sloping 30MA. Yes, $RKLB is going to $80/100 THIS year.

$CCCX Does not seem to be announced but Infleqtion JUST (9/24) $17 mil gov contract just awarded (former name is Coldquanta) This is larger than $RGTI revenues since inception. That price sensitivity chart will get closer every day

Trio of Scientists Share Physics Nobel for Quantum Mechanics The three laureates conducted experiments with an electrical circuit in which they demonstrated both quantum mechanical tunneling and quantized energy levels in a system big enough to be held in the hand, the Committee said. That’s provided opportunities for developing the next generation of quantum technology, including quantum cryptography, quantum computers and quantum sensors. $CCCX

Investor meetings in DC yday at SVDG… Topic: CUAS Nearby IGDA conference was well attended. @OndasHoldings @AmericanRobotic | @AiroboticsUAV @OndasNetworks

Holding $ONDS for me personally is not about any technical analysis, although major respect to anybody following price action/T.A. ... What is more interesting to me is the secular growth of the U.S. drone industry we’ll continue to witness as a result of geopolitical tailwinds.

What an incredible week at #AUSA2025! Honored to connect with industry leaders & defense media exploring Kopin’s #MicroLED tech and #AI-enabled NeuralDisplay™. Thanks to @soldiersystems, @ShephardNews, @JanesINTEL & Defence Alternatives #KopinTech #DefenseInnovation

This is Nutz Defending the Skies: RAFAEL's C-UAS Solutions piped.video/_vbanA-732U?si=Ra_s… via @YouTube