JB

I’m going heavy into $ASTS here. $ONDS and $ASTS both look set up for huge rallies at their current prices. -10% on no news…I’m fairly confident they rebound.

@StokkSniffer We’re in it together brother 💪

@JB_Invests We will prevail

More pain in $ONDS + $ASTS on the open… Might be one of those days just to delete my broker 🤣 We will prevail 🚀

The only thing I’m pretty sure about, is that I’ll come out of this downturn much much wealthier By doing nothing lol

@teaze_r For sure, short term price action is often irrational. The true value will be reflected in the share price soon.

@JB_Invests We all are. Right now if you subtract the cash, it's got a like 2.5 B enterprise value which is nuts.

So $ONDS have a 130% upside from today’s price according to multiple analysts. Here’s why they’re telling you to buy👇: > Revenue $110M+ in Q2-to-date orders against a $457M pro forma backlog; if revenue conversion holds, the quarterly report becomes a massive re-rating event > Platform & Software Omnisys AI software integration - The Omnisys acquisition adds AI-powered Battle Resource Optimization software as a high-margin orchestration layer, shifting Ondas toward a software-defined model that commands richer multiples > Geopolitical Landscape US “Drone Dominance” program - a proposed $1.1B programme targeting 300,000 low-cost attack drones by 2027 positions ONDS as a direct domestic drone beneficiary > International Expansion ONBERG JV in Germany - The European drone-defence joint venture with HD Advanced Technologies targets Germany, Ukraine, and broader EU/NATO demand, giving Ondas local credentials for tenders US names typically can’t access Yes there’s been dilution with $ONDS, but it’s for good reason. They’re funding vast expansion and that’s been reflected in 10x YoY top line growth. It won’t be long before $ONDS hit the $20 mark imo.

@vintage831 Just gotta ride the waves 🌊

@JB_Invests If it doesn’t reverse soon we risk a lower low and then we are fucked bigtime

Too many good catalysts for $ASTS $100 soon. Then back to ATH.

@wavetel Hmm. Not sure how you’ve come to that conclusion. I’m just sharing my thoughts. I hold positions in both.

@degenmafiaboy It’s got to be done 😂

@JB_Invests You're right should have not change my "office" in nature. Thought doing both was the best combos 😂🤷‍♂️

@degenmafiaboy Only 1 day of red. I’m not selling. It’s a volatile stock, today has been one to just close the portfolio and touch grass 😂

@JB_Invests $ONDS is melting face today

@teaze_r Been waiting for this bounce for a while :/

@JB_Invests It is extremely oversold.

@teaze_r So even better...Yet the stock is still getting hammered. Do you have a position in $ONDS?

@JB_Invests Fully agree with you but you left of the 40m order from European nations that they just received and the I think it was 5m from the US Navy for Worldview. So Q2 orders are NOW closer to 150m

@GDL_904 I'm not only making decisions based on analyst views, but it is always key to listen on what they have to say on the business. The other catalysts I have outlined are far more important and add context to why I still feel $ONDS is a great buy. NFA.

@JB_Invests Analysts get it wrong all the time lol, please be careful making financial choices based upon other analysts opinions. God speed solider 🫡

So $NOK announce today that they’ve expanded their partnership with $AMZN and their AWS platform to deliver autonomous networks for the AI era. Trump is also giving $NOK plaudits publicly, like he has done with $DELL and $INTC. Everything points to buying $NOK right now? Especially with JPM maintaining a ‘Buy rating’ with +46% upside from here. Seems like a great long-term compounder imo.

Amazing news for $ASTS investors! Hope you all loaded up at $70😉

@oskar_mirek $ASTS short-term share price is irrelevant. It’s the intrinsic value which is important, and is increasing. The market will soon catch up, like you say we just need to be patient and ride the peaks and troughs.

@JB_Invests Honestly I am immune to the pops & drops now. I follow the business progress & tune out to the share price. Its rewarded me handsomely & I expect that to continue

Very interesting for $ASTS 👀 > Rakuten to launch satellite communication service in Japan with a US startup, namely $ASTS. Could this be a sign of the J-LEO contract being awarded to $ASTS? Seems likely imo… This is exactly why I’m long $ASTS. And if they can continue to win contracts like this, it’s criminal to see them trading at ~$70 a share.

@oskar_mirek Exactly, that’s how I interpret this also, seems bullish for $ASTS despite the stock being -20% over the past week…

@JB_Invests 'purchase & operate satellites' is J-LEO tell for me 🤷‍♂️

More great news for $ONDS 🚨 “The collaboration integrates Sentrycs' precise cyber-based detect-to-defeat capabilities to Lockheed Martin's Sanctum™ advanced modular defense architecture to enhance protection against evolving aerial threats” When the big boys like $LMT are calling, it’s always a great sign. Long $ONDS