Hero Investor retweeted
$ONDS 1 year ago: $8
$ONDS today: $6
Q2 revenue 1 year ago: $6.3M
Q2 revenue today: $83.8M (13x)
Backlog end of 2025: $68M
Backlog today: $757M
2025 full-year revenue: ~$50M
2026 guide: $525–550M
Q3 guide alone: $140–155M (nearly 3x ALL of 2025)
Organic growth: +85%. Not just acquisitions
Cash: $1.4B
1 year ago: "drone company"
Today: Neo-Prime. Prime contractor on $1+ billion of DoW contract vehicles, $PLTR powered, backed by $LMT, counter-UAS, ISR, autonomous air + ground
The business went vertical, the stock went down, one of these charts is wrong
All eyes on November 12th
More bullish than ever
NFA
Hero Investor retweeted
$ONDS The disclosed contract/order values I’ve found so far as of today that we can fully verify are:
• U.S. Army LUS / Mistral — $240M+ cumulative awards
• DZYNE ULTRA / U.S. Air Force — $100.47M
• Separate ULTRA order — $18.8M
• INDO military engineering — ~$68M
• 4M Israeli demining — $15.8M
• 4M Israeli border program — $10M
• IonStrike — $9M
• Australian Defence C-UAS — $6.9M
• DZYNE Grasshopper / AFRL — $6M+
• Sentrycs Middle East — ~$6M
• World View / SOUTHCOM — $4.8M
💰 GRAND TOTAL: ~$505.8M+
And that does NOT include the numerous contracts/awards where dollar amounts weren’t disclosed — including the new Dronebuster REACH/ONR contract, additional Dronebuster awards, Sentrycs/FIFA/NFL deployments, Lockheed Martin/Sentrycs integration, Digital Bat, Cyberhawk/SSE, and other DZYNE programs.
So $505.8M+ is a verified conservative total of the specifically disclosed, non-overlapping awards/orders listed above.
Yeah I think we’re gonna make that guidance and then some!🔥
Hero Investor retweeted
$SPCX 2T
$RKLB 40B
@RocketLab is 2% the size with 50x the upside just to equilibrium.
I was calling $SPCX 5T by 2030 when they were a few hundred billion. I think $RKLB could hit 1T by 2030 that's a 25x from here.
NOT FINANCIAL ADVICE
PERFORM YOUR OWN DUE DILIGENCE
Hero Investor retweeted
Estimated 5-year sales growth:
Nebius: +9,673%
IREN: +4,814%
SpaceX: +2,152%
CoreWeave: +1,455%
Cipher: +1,191%
Nvidia: +978%
Palantir: +747%
Micron: +735%
Applied Digital: +721%
Broadcom: +572%
AMD: +531%
SK Hynix: +514%
Arm Holdings: +446%
Rocket Lab: +379%
Oracle: +275%
Reddit: +260%
Snowflake: +239%
Cloudflare: +234%
Taiwan Semi: +211%
Arista Networks: +206%
Shopify: +201%
AppLovin: +190%
Datadog: +173%
Vertiv: +169%
DoorDash: +156%
ServiceNow: +138%
MongoDB: +127%
Tesla: +116%
Eli Lilly: +104%
Robinhood: +102%
(avg analyst revenue estimates)
Hero Investor retweeted
President Trump just disclosed a small position in $ASTS at around $54.
He called the EXACT bottom…
Hero Investor retweeted
Check out this amazing free stock tracker + portfolio + AI analysis app.
All in one!
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Hero Investor retweeted
Show me another stock projected to grow its revenue by over 4,200% over the next 8 years.
I’ll wait.
$ASTS
Hero Investor retweeted
$ONDS is still one of those stocks where I think people are massively underestimating what it could become.
High risk? Yes.
But that's exactly why the upside is still there.
I have no plans to sell.
Hero Investor retweeted
$KEEL并不是类似$NBIS那样的数据中心，它仅仅是提供电力及配套的配电设施、液冷系统、场地等配套服务。根据公开信息查到的它目前总共拥有2.2GW的电力管道，这些大多在过去BTC挖矿留下来的资产配置。
很多人对2.2GW的电力没有概念，我形象解释一下吧，一座标准的大型商业核反应堆，发电功率基本在1GW左右，也就是说$KEEL的电力管道相当于两座大型核反应堆的发电量。马斯克最近在孟菲斯打造的号称“全球最强”的 xAI 超级计算机集群，总共使用了 10 万张 H100 显卡，其所需电力大约为 150 兆瓦。也就是说，2.2 吉瓦是那个超级集群所需电力的 14 倍以上。
美国目前并不仅仅是电力紧张，更关键的是接入电网的行政审批非常漫长，所以拥有现成电力管道是一种稀缺资源，这也是我看好KEEL的重要原因。
除此之外，天才交易员Leopold Aschenbrenner领导的Situational Awareness LP基金在Q2季度增持了657万股KEEL股票，目前的持股总数仅次于贝莱德。
Hero Investor retweeted
$NBIS Nebius is accelerating revenue faster than virtually any AI neocloud since launch.
Just six quarters after relisting on Nasdaq, Nebius generated $577M in quarterly revenue. At a similar stage, $APLD, $CRWV, and $IREN weren't even close, with IREN reporting just $34M this quarter.
To put that into perspective, Azure, AWS, and Google Cloud were generating only a fraction of that revenue at a comparable point in their cloud buildout, highlighting just how unprecedented the AI infrastructure ramp has become.
Keep in mind, this timeline starts after Nebius relisted on Nasdaq following the sale of its Russian assets as Yandex, not from the original Yandex business.
Hero Investor retweeted
Everyone dogpiling $ONDS is arguing against a company that stopped existing 18 months ago
Ondas isn't just a drone in a box startup anymore. in under 2 years it became a multi domain autonomous defense platform:
- 2026 FY revenue guidance $525-$550M (>10x 2025 revenue)
- ~$1.4B in cash
- $757M pro forma backlog
- C-UAS soft kill and hard kill (Sentrycs, IonStrike, Iron Drone)
- $PLTR running the AI layer, $LMT integrating its C-UAS tech
On "dilution": the Jan raise priced ABOVE market at a 17.5% premium, warrants struck at $28 - those only dilute you if the stock nearly triples. And it bought a real business: profitable acquired revenue (DZYNE), direct DoW access (Mistral)
On the point of " @CeoOndas is ruining it " he built 13x Q2 revenue YoY, $1.4B in cash, got a partnership with $PLTR and $LMT, acquired multiple incredible companies, and not to mention the huge rise in institutional ownership - these funds aren't in the business of losing money, BlackRock alone quadrupled its stake in a single quarter, In June, Ondas secured over $40 million in new orders, and captured another $105 million in orders in just the first six weeks of Q3
$UMAC sells the parts, $LPTH sells the eyes, $RCAT sells the drones, $ONDS is trying to do the whole lot
Just wanted to rant a little bit, non of this is financial advice, im personally long $ONDS
Hero Investor retweeted
Be Bill Ackman:
- Sell $NFLX for a $400M loss
- Literally mark the bottom @$19
- Watch it recover over 600% to $130
- Pretend it was not a mistake
- Realise it was
- Buy $NFLX at $70
These professional investors never do what they preach.
Pershing Square $PS announced earnings this evening in advance of our call tomorrow at 9am ET and our Spaces on @X which will follow the call.
Please read our letter in advance of the call which explains the quarter and provides updates on the portfolio and six new positions in $NFLX, $V, $MA, $ICE, $ALC, and $SPGI
pershingsquareinc.com/wp-con…
Hero Investor retweeted
Ondas posts record Q2 2026 revenue of $83.8M, up 67% sequentially and 13x year over year. Pro forma backlog stands at $757M, and full-year 2026 revenue guidance is raised to $525M to $550M
$ONDS
ondas.com/post/ondas-posts-r…
RT @StockSavvyShay: $SNDK says eight customers represent ~$94B in lifetime contract value giving it massive demand visibility.
SanDisk is…
Hero Investor retweeted
JPost have reported that $ONDS beat Rafael & Elbit to the attack drone tender..
Which is just insane considering they both already supply the IDF with attack drones, and $ONDS will instead have to build the capability.
Bullish.
🚨👀 $ONDS wins Defense Ministry tender for next generation attack drone, beating Rafael & Elbit
jpost.com/israel-news/articl…
