ONDS
avoiding
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Price targets
How each level moved over time. The last value is his current one.
Trades
What he actually did, newest first
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10 May 26
Missed the earlier entry opportunity and has decided not to buy in now given the ~$4B market cap
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10 Feb 26
bought first shares mid-2025
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10 Feb 26
still adding when he can
Reasoning trail
Every post mentioning ONDS, newest first — the thesis as it was built and revised
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10 May 26
Confirms space is his largest theme; RKLB and PL are now his top holdings by value due to growth (not original cost basis); Filtronic was an opportunity he couldn't pass up. Explains AMPX is the clear leader in drone battery tech, addressing every drone's need, and prefers it over Ondas, which he says has cleaner tech but faces Anduril competition that shrinks its TAM; he missed the Ondas entry and won't chase it at its current ~$4B market cap.
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01 May 26
Provides management-quality scores for ONDS (68/100) and OSCR (64/100): ONDS improving from a 2022-2024 over-promising/dilution phase into strong 2025-2026 defense/CUAS execution; OSCR pivoting to disciplined insurance operations after a 2025 profitability reset, both still marked down for dilution.
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27 Mar 26
Third entry (#3) in the high-growth thread: highlights $ONDS's 3-year revenue CAGR of 166.8% and describes Ondas as building private wireless networks and drone solutions.
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24 Mar 26
Finds OWL, ONDS, and HOOD all interesting, but says he knows least about OWL and has only seen scattered info on it recently.
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24 Mar 26
Lists ONDS as #2 in a screener of stocks with >70% average analyst upside, citing high/low analyst price targets of $25/$16.
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21 Mar 26
Shares a chart of top growth stock performers of 2025 vs YTD 2026, asking followers which names appear in both lists (hinting there are 3). Attached image is a 2025 top-growth-performers list: PL +375%, IREN +307%, OPEN +298%, OKLO +292%, ONDS +260%, ASTS +259%, CIFR +249%, MP +246%, JMIA +238%, HOOD +226%, NBIS +223%, QBTS +219%, MU +216%, RKLB +177%, EOSE +169%.
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12 Mar 26
Highlights two new $PLTR partnerships announced the same day — with $NVDA on sovereign AI datacenters and $ONDS on tactical edge drones — framing Palantir as becoming a backbone of the AI era.
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11 Mar 26
Reacts to news of Ondas acquiring Bird Aerosystems, calling Ondas an interesting company to follow given how active they've been.
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03 Mar 26
Agrees enthusiastically that $AMPX, $KRKNF, and $ONDS are all great defense investments.
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27 Feb 26
Lists his 'unpopular opinions' as head-to-head preferences across sectors: GOOGL over NVDA, FLNC over EOSE, AMPX over ONDS, HIMS over NVO, PL over ASTS, IREN over NBIS, and NU over SOFI.
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16 Feb 26
Discloses his portfolio: Robinhood, Palantir, and Planet Labs, all bought early (HOOD at $34, PLTR at $30, PL at $4), plans to keep all three long-term. Also says he'd rather get drone-industry exposure via Amprius than Ounds.
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16 Feb 26
Explains why Amprius is included in his defense/drone basket: modern warfare is shifting to drones and loitering munitions where weight is the enemy, and Amprius's silicon anode chemistry is the only option that halves battery weight while keeping power — a necessary holding if you believe in the drone-warfare thesis.
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15 Feb 26
Confirms he doesn't own Ounds and instead plays the drone economy scale-up through Amprius, calling Amprius's battery advantage clear and patented, and expecting it to remain the best battery solution for drones/eVTOL for a long time, with an eventual expansion into robotics.
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10 Feb 26
Confirms he bought his first AMPX shares mid-2025 and continues adding, viewing it as a better drone-industry play than ONDS.
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06 Feb 26
Compares the current pullback across a basket of names to the April 2025 correction, noting the current drawdowns are less severe/more concentrated than April for most names.
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04 Feb 26
Asks when the companies mentioned by the other user report earnings.