Long- $TRT $ONDS $LPTH $AMPX $AEHR Searching for volcanic setups šŸŒ‹. We are all running our own race!

Joined January 2025
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Seems like a nice time to buy $ONDS company is expected to report positive EPS on 8/13 and only has a 300m market cap. In a space as crucial as drones/defense… this seems like a no brainer. $10 target in 1 year. @OndasHoldings
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$TRT is trading at a 2/1or 3/1 P/S ratio. That is as insanely asymmetric opportunity in the semi testing space. Rapid growth of this industry and the extreme discount is why I took a position here. This could run to $40/share and still be considered undervalued. Other players (much bigger companies) trade at like 60x P/S. Big rerate candidate here. 160m market cap
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Is $TRT the next $SIVE or $AEHR? I think so. Pretty impressive microcap company that looks ready for a pretty legit rerate. Also in one of the already hottest sectors in the market. I am long just under $15
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Do we think that Trumps hand picked new secretary will send the market lower in his debut meeting? lol no I do not. Honestly would be shocked.
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Little money man retweeted
$SPCX spending $60B on Cursor validates the idea that real AI value accrues to the application layer that owns the workflow, proprietary data loop and enterprise distribution. $NOW is building exactly that as the orchestration layer for enterprise AI agents across business workflows. The Cursor deal is a reminder that the market will pay massive premiums for software that owns where work actually happens.
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I see a path for $NOW to be about $130 in mid July
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I think the move in $NOW could really rip some faces off
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$AEHR new all time highs this morning!! Congrats to all šŸ’Ŗ
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Lotto play $MSFT 6/18 $385 Call @ $6.80
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Everybody is very bullish. I’m relatively cautious still. If $SPY or $QQQ rejects the levels they are right below it could get super ugly. We will see!
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Concerned that this will not stick $SPY $QQQ
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Just went long $AEHR & $AAOI at a nice discount from highs
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Closed out my shorts for solid profit. Think there is more downside but not going to get greedy. Want to start looking for my next long opportunities & what entries I would like. $SPY $QQQ
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I wonder if $SPY & $QQQ will do that thing where they just plummet mid day today šŸ˜…
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Where do $SPY & $QQQ find their support??
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Little money man retweeted
$onds this is from the March Q4 Conf call. I’ll say it til I’m blue in the face. ā€œWorld view is massively accretiveā€. Actually that’s the understatement of the year We’re talking a program of record for Air Force. 250 flights. And golden dome. 200ish flights. And so much more 1000s of flights a year. If the flights last 100 days (makes math easier) and we price at say $40,000 a day (likely higher) WV will generate $4 b in annual revs for EACH 1,000 balloons. Wanna say $20,000 a day pricing. Then $2 B. Or $60,000/day then $6 B in annual revs This is so nutty. If we’re talking $4 B annual WV revs in 5 plus years then WV is worth $20-40 B at 5-10x rev multiples. Too much? Fine. Haircut it all you want. And it’s still massive Planet labs is probably best comp and trades way north or 20x revs as I posted recently Accretion accretion accretion
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Looks not bad to me $ONDS
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This is very compelling and something I have not fully considered before reading this. Pretty interesting stuff. Nice hourly rate for that 1 šŸŽˆ lol. I’ve seen enough. $ONDS to $20
$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
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What a day from $ONDS what a sick company. Just a vibe post here but big fan of this company.
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$AIP has been so strong lately. $45 CC next month may be in danger
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Replying to @crux_capital_
@crux_capital_ interesting opportunity this morning on $AIP
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It was over $40 in premarket after earnings beat… pullback a gift IMO
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