$ONDS 📈 Ondas closes green on the last trading day of the week; the first time in 41 days.

$ONDS ‼️ Did Ondas buy out a direct competitor today? Ondas’ Optimus System delivers 24/7 autonomous aerial surveillance, inspections, live video, data processing, 3D models, and actionable insights for defense, critical infrastructure, public safety, and industrial sites. Cyberhawk specializes in exactly that space: expert drone inspections their iHawk platform for aerial data management, asset visualization, AI-powered insights, and maintenance planning across oil & gas, utilities, renewables, etc. Both target high value, repeatable aerial data/inspection work for critical assets. Both systems have massive commercial applications and both are proven. I believe Ondas is targeting a huge market and after this acquisition I see them acquiring 50% of the market share which is in the billions and growing by 20% YOY.

$ONDS 👀 Ondas now has 15 subsidiaries.

$ONDS 🚨 ONDAS ACQUIRES CYBERHAWK. Cyberhawk brings operations in 40 countries, 300 customers, $45 million in forecasted revenues in FY ending March 2027 with ~95% reoccurring revenue, high single digit EBITDA margins that management believes can expand to 25% by 2030 and $95 million backlog.

$RCAT 🚨RedCat Releases New HellCat

$ONDS 🚨BREAKING : Does Ondas have a new shahed interceptor platform? The Octopus 100 is a VTOL-hybrid interceptor with a very distinctive form factor - fixed-wing fuselage, twin prop wings, extended antenna arrays. That silhouette in the ONDS deck matches it very closely. This isn’t a generic drone icon. These slides get legal/IR review before publishing. The Octopus 100 is a very advanced and proven interceptor platform. The UK ministry of defence has partnered with Ukraine to manufacture this drone in the UK- The correlation? BIRD Aerosystems. Ondas’ has ground in the UK. I’m not saying for certain that this is our drone but I do not think it’s random that Ondas would put it there. Perhaps we have an MOU or a new partner that is undisclosed. Credit to @NicoNCW for the find 👊

$ONDS 👀 LADOS is a key component of Ondas’ broader multi-domain software architecture built around SkyWeaver, the Company’s Palantir-powered Agentic AI layer for Multi-Domain Mission Autonomy and long-range ISR-to-assault applications. SkyWeaver is designed to support persistent ISR, edge intelligence, mission planning, targeting workflows, and decision-ready intelligence from higher-range and higher-altitude assets, including Group 2, 3, and 4 UAS, stratospheric systems, satellites, and wide-area ISR networks.

$ONDS 🚨 BREAKING NEWS : Ondas to Launch LADOS, a Layered Autonomous Defense Operational C2 Layer, at Eurosatory 2026

$ONDS Did the company get 18% worse today? It’s important to ask yourself this on days such as today.

$ONDS today’s $4.8 mm 3 month contract with the navy is beyond incredible. Why? It is for one balloon. And $4.8 mm for 90 days is $53k per day pricing. So if this mission is extended in perpetuity (sure sounds like it will be) it would be $19.2 mm in revs for one coverage area. Want some silly math? What if there are 1000 such coverage areas? Meaning 4000 3 month balloon missions. At $19.2 mm per annum that would equate to $19.2 B in annual revs I know. I know. This is crazy talk. And not my expectation cuz ONDS would be a $1000 stock if so But don’t forget WV CEO on Q4 call said he sees 1000s of missions per year. He specifically cited Air Force demand for 250 balloons . And golden dome for 100s Anyway looking more and more like world view by itself will contribute north of $1 B a year in revenues in say 5 years And world view could be worth over $10 B by itself. Or over $20 bucks a share Plus sentrycs at $2 B ish ($4) plus everything else, plus other amazing massive accretive deals teed up and ready to go The party is just starting Soon the market will understand the world view math. When it does, Katy bar the door I don’t mean to short change any of the other amazing ONDS units by focusing on WV. But WV is one massive market inefficiency staring us in the face I wonder what the clown who claims horrendous capital raise would think of the WV deal which was enabled by the capital raise he stupidly calls horrendous. Hmmm. Horrendous analysis I say Buying WV for $150 mm and likely seeing its value skyrocket to $10 B plus is my kind of accretion all day long

🚨 $ONDS NEW FROM THE $PLTR YOUTUBE CHANNEL: ERIC BROCK & RYAN HARTMAN ON MULTI-DOMAIN INTELLIGENCE IN THE STRATOSPHERE🔥 Most people still don’t realize how big of a deal this partnership is and what it means for both $ONDS and $PLTR. The stratosphere is open for business, and this duo is going to dominate it. Watch ⬇️ youtu.be/XgZZRV77D8k?si=xMSK…

$ONDS 🎤 Eric Brock quote “Omnisys is a great example of our financial model, where this is a strong company with an incredible leadership team, mature customer base, mature product, incredibly valuable product, an essential…A very high margin business. We are the opportunity to grow them where they are but also bring global markets to that platform. So all of a sudden the opportunity set for Omnisys is much bigger- so we’re going to try to grow businesses like that and I think that’s going to have a great impact on our margin profile.” -@CeoOndas This is the exact playbook we like but also the same playbook many don’t understand. Acquiring high margin companies and globalizing them through the Ondas platform. As we saw on the earnings call presentation, Ondas is deployed in 45 countries and they have 15 offices globally. They have the customers trust already through tenders and now have the opportunity to market new products as well. This is the silent accretion.

$ONDS crushed it in Q1 and is turning into a serious defense tech player. Sheriff Capital initiates a Strong Buy rating at $20 (120% upside). Below attached is the full report.

$ONDS Iron Drone @ T-REX 2 So you’re telling me Iron Drone got the most screen time in the video-probably nothing… 😉 linkedin.com/posts/matt-lime…

$ONDS X folk desperately need a lesson on dilution. Issuing shares to acquire a growing business, contracts, technology, or cash-flow assets is NOT just dilution. “Dilution is when you increase the size of the pie but don’t add to the pie… so the same sized pie is shared by more. If the acquisition adds more value than the shares issued, you’re actually increasing the size of the pie.” - Craigyyz (stocktwits) Real dilution is when a company issues shares and adds little to no value in return - meaning the same business is now split across more shareholders. THAT destroys shareholder value. ONDS uses shares to build: - a bigger backlog - higher revenue guidance - more defense/autonomy exposure - acquisitions that expand operations You can debate dilution all you want, but pretending every share issuance is “bad dilution” is financially illiterate. The only thing that matters is whether shareholder value per share grows faster than the share count. That’s the part too many people here ignore and we have seen it happen on multiple acquisitions. ACCRETION.

$ONDS 👀 Ondas acquired Omnisys today. Here are some of their partners : ELTA systems, a company that did $1.855 Billion revenue in 2024. ELTA Systems (IAI), called Omnisys “like a sister company” and confirmed they’ve partnered on significant MOD development projects for over a decade. Israeli MOD - Former Head of Israeli Military R&D Brig. Gen. Eytan Eshel and former Head of the Israel Missile Defense Organization (IMDO) Arieh Herzog both gave testimonials on Omnisys’ homepage praising the company’s mission planning capabilities. UVision Air - UVision (maker of the HERO loitering munitions) signed a strategic partnership with Omnisys to integrate BRO into their HERO systems, enabling simultaneous autonomous management of multiple loitering munitions. ESG Elektroniksystem (Germany) - Omnisys signed an exclusive agreement with ESG to introduce BRO systems for Air Defence and Air Surveillance specifically into Germany and the NATO environment. ESG is one of Germany’s top defense IT integrators for the Bundeswehr. Active NATO Outreach - Omnisys has been demonstrating BRO to Croatia’s Minister of Defense during an official Israeli MOD (SIBAT)-led defense technology tour, and recently presented at the Space & Defense Festival in Budapest and the Vilnius Security Forum in Lithuania. The ELTA connection is massive- they provide the radars for the Iron Dome, and their GM called Omnisys a “sister company.” Now that Ondas owns Omnisys, they effectively have a software integration relationship with one of Israel’s crown jewels in air defense radar.