Game of Drones

Holy sh|t. ORQA and Firestorm? I don’t know if people may realize how huge this partnership could get.

Sam the man is getting active on X. $LPTH peeps should give a follow and show some love.

Whoever took over PR for @OndasHoldings deserves a raise $ONDS

@CeoOndas well done on the rebranding push, PR team is killing it.

This was the kind of news I was waiting for. $AMPX just got moved up a few spots on my list. https://t.co/iY4GAPVLnH

$KOPN back on Alpha Wolf

https://t.co/4NejzYKYbh

SentryCS still the most significant acquisition for $ONDS. Things are a little quiet over at $UMAC. Probably pushing out as many motors as they can to keep up with the February wave ahead.

$LPTH still has gas in the acquisition tank. Wondering what may be simmering over there.

What do cutting edge rocket engines, rapid prototypes, and Anduril drone components have in common? $VELO

Be cautious if you’re considering a position, it’s like riding a bull.

Here’s how a drone motor is made, from the team that makes them here in America, $UMAC

https://t.co/Hr4Q5AByzu

Interesting $KOPN development

$TAKOF Volatus Aerospace CEO visiting @evansall at $UMAC headquarters in Florida. US + Canada can agree on drone supply chains. https://t.co/TUMMTgOLQT

As was foretold… $LPTH

The reality of the international drone market has a DJI bias. What I don’t like about this perspective is the acceptance of that dynamic, and an inability to understand why that’s a problem. Apparently America isn’t smart enough to compete, and isn’t forward thinking enough to

Forget a step up, $ONDS is looking to buy escalators.

This is what a system of systems looks like $ONDS

$ONDS ready to step up to the plate for Drone Dominance.

Everything you need to know, @BMSInvests is the man. $ONDS has no intentions of slowing down. 50% gross margin projection. Yes please.

Investor day coming early $ONDS printing. Rerated likely inbound now that they spoon fed the analysts their data. 170-180m target for 2026 is conservative in my book, but it’s better to blow it out the park.

Been sizing in on the way down. $OPTX has a lot of potential in a lot of supply chains.

$RDW tapping into a new market.

$UMAC 2.1m drone components order

Cc @fundmyfund

https://t.co/s6I4XsxJbt