TwoStockPicks

As someone evaluating $CPSH for multi-bagger potential, I’d watch for three announcements over the next 6–12 months: New facility location announced Major AlMax production order Large Navy/defense production contracts The key is to see how their technologies turn into revenue Can’t wait to see pictures of their new facility location as well

@wliang @XCompounds Are you still holding $CPSH?

@XCompounds Post-IPO turbulence is no joke. Warned of this many many times. Idea was to ride space until the IPO as mentioned! Add to strength, Neocloud is the sector to be in right now.

I've scored another 10x call... Welcome to the club $MU! Nailed multi-baggers on $SNDK, $INTC, $TSM, and $AMD. Who said mega caps can't be fun? I've always shared FREE gems on here, and will continue to do so. 🫡

@TrumpsPatriotG Which traders or influencers have swept them under the rug?

Are any traders gonna be honest about what’s going on with their $CPSH recommendations, or are they going to continue to ignore it and sweep it under the rug? Insane.

Wondering what’s the community view on $CSPH - been seeing quite abit of tweets about this company

@BBBYYY702 You should name these influencers so we can avoid them

$cpsh $mnts $asti $can Stop buying what trash influencers recommend. They always hype up garbage stocks at their absolute peak. When the price goes up, they promote it; when it crashes, they go into hiding. And if you talk back or question them, they just block you.

@pta3000 @TheValueTrade whats your price target for cpsh?

@TheValueTrade I really wish $CPSH would get green like the rest of the market today

How today is going $GRAB 8% $HIMS 11% $ETH 11% $ASTS 6% $ADUR 7% $NBIS 12% $ORCL 6% $SE 6%

@IronicPalpatine juiced options?

Ironic $cpsh isn't gettin the love off $spcx epically with the juiced options that went to 0

@BigHorn2822 who did you listen to when you bought this?

Truly regret buying $CPSH a complete fucking turd. Absolute disgrace.

Been having convos with a few peeps on here from FinX and they all have one thing in common This is a whole new world of making generational wealth There’s a term for this too: Baader-Meinhoff phenomenon

@JacobInsights7 What’s your time horizon for your best case scenario?

$ONDS 밸류에이션 기반 적정 주가 시나리오! 가이드라인 매출 $3.9억와 수주 잔고가 차질 없이 매출로 실현된다면... 🤔 현재 $9 선에 머물고 있는 주가는 고성장 방산 테크 기업의 멀티플을 받아 폭발적인 재평가를 받게 됩니다. 성장형 방산 기업에 부여되는 주가매출비율(PSR)을 기준으로 산출한 미래 적정 주가는 다음과 같습니다. (유통 주식 수 약 5.14억 주 기준, 주당 매출액 약 $0.76) 보수적 타깃 (PSR 15배): $11.40 가이드라인의 최저치만 달성해도 현재 주가 대비 안정적인 우상향 하방 지지선을 형성합니다. 적정 성장 타깃 (PSR 25배): $19 $4억 5,000만의 수주 잔고가 본격적으로 현금 흐름으로 전환되는 시점의 월가 컨센서스(평균 목표가) 수준입니다. 공격적 밸류에이션 (PSR 32배): $24.30 $43억의 거대한 파이프라인 중 일부가 추가 본계약으로 터지기 시작하면, H.C. Wainwright 등 대형 기관들이 제시한 최고 목표가인 $25선까지 강력한 랠리가 가능합니다. 결론: ONDS는 이제 단순한 기대에 의존하는 성장주가 아닙니다. 미 정부가 선택한 기술력, 수천억 원의 확정된 수주 잔고, 그리고 전년 대비 10배 성장이라는 실적이 이를 뒷받침합니다. 단기적인 비용 통합 이슈로 숨 고르기를 할 때마다 강력한 매수 기회가 될 것이며, 2026년 하반기 에비타(EBITDA) 흑자 전환 모멘텀까지 가세한다면 주가는 우리가 생각하는 적정 주가 그 이상을 향해 질주할 가능성이 매우 높습니다. 방산 테크 섹터에서 가장 주목해야 할 고속 성장주입니다. 🫡❤️‍🔥🚀

@the29capital Anyone can be right with such a long time frame

@TwoStockPicks If we had to put a timeframe on our base case, we’d say by the end of this year. A few meaningful contract wins can materially change revenue and earnings expectations. That’s the type of thing that can drive a re-rating. We’re watching the business more than the calendar.

Follow-up thought on $CPSH: We’re less concerned with how quickly the stock gets back to $14 and more interested in where it stabilizes. A close above $8 by the end of the week would be a constructive sign that the post-offering selling pressure has largely been absorbed.

@TW_trades_ Did yall trade posts? He recommended 2 stocks that have already pumped

Imagine paying Kevin Xu $200 sub when you can be following this goat for free He convinced me to buy $AAOI before I even knew what it was. I’m now +250% on the position Drop him a follow ✔️

@FoxRunnerAlerts Handy this been halted?

This morning, FoxRunner news scanner alerted $INHD at the price of $1.15. Not only did our servers find the news in real time, but our "Analysts" alerted it to the public as little as 2 minutes later. STOP MISSING TRADES and DOWNLOAD FOXRUNNER NOW!

@napoleon21st youre too nice, ill give you that

@TwoStockPicks I just haven't bothered to track them down

$CPSH meanwhile is the weakest stock I'm watching this episode. Down 32% and going further down today instead of recovering. It's on track for giving up all the gains and it's really looking like some "influencers" did a pump and dump.

@investingluc i love ondas and enjoy your content, just that the dilution is just being annoying. also whens anduril ipo?

$ONDS. Deep dive. Becoming one of my top swing ideas. Reminder: - fourth of july is in <1 month - america's 250th birthday - trump talking about drone dominance - discussions of equity stakes in drone co's - america250 celebration Feels like a good time to be long american defense companies...but anyways. 1) eric brock (the ceo) is not a drone founder. - most drone CEOs are engineers - eric spent ~20yrs as an institutional investor + port manager - kinda odd, but - i believe there's an angle here where $ONDS is almost being treated as a investment vehicle with multiple levers: - american robotics, airobotics, iron drone, etc - with the goal of being anduril-type of platform with more of a robotics flair 2) anduril IPO run-up = catalyst - look at what spaceX ipo did to $rklb, $asts, $pl - even half of that would re-price $onds completely 3) america's push for "drone dominance" - $onds is currently the best pure-play public way to invest in drone dominance imo - hegseth + trump explicitly talking about drones 4) gov't in talks to fund drone companies - remember $intc + others? - think could be a massive tailwind for the theme - this is a recent development too 5) ties to israel - airobotics (onds owned company) operates in israel - israel = one of the world’s largest real-world drone testing environments - having exposure to an israeli autonomy company could end up being a bigger advantage than investors anticipate 6) partnership with $pltr - for "drones and robotics" - expanded partnership in march '26 - $onds can catch a thematic double whammy from drones + robotics - two of my top emerging themes 7) six acquisitions in the past ~12 months - roboteam, sentrycs, 4m, world view, mistral, omnisys - key...they are NOT just buying drones companies - they're building the full autonomous warfare stack - air, ground, robotics, comms, detection 8) multiple bullish points aligning - chart = been coiling + setting up for over a year - has the story + narrative - fundamentals improving - great catalysts $ONDS is currently trading at $10.24.

@napoleon21st why not just name them?

@TwoStockPicks I don't know who started it but you can look through the ticker history if they haven't deleted

@octopusycc did you buy previously?

我草泥马 起飞了 起飞 $CPSH 他妈的他妈的他妈的 我没买！

@Cantal_Capital whats your premiums?

$ONDS I have Calls strike $10 expiring 01/27 Am I cooked? Or We printing? Thoughts? 😉

@the29capital interesting, for your base case, when do you estimate the company to reach this?

@TwoStockPicks Base case is $20+ Bull case is $35-$40+ Remember, at a ~$128M market cap today, $CPSH is still a very small company. If growth holds up and profitability improves, it doesn’t take much for the market to rerate it.