TwoStockPicks

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.

@ChadSlimeBased @BitcoinAIGuy whats your point?

This dude told everyone to buy $CPSH a few days ago @BitcoinAIGuy

@Ronke_z @Lego_Maestro why not hold if youre selling at a loss?

@Lego_Maestro Hahaha, we need luck picking better stocks. Will offload my $CPSH next week. 😭

I should’ve waited to buy $ASTS now. Can’t believe my average is over $110 Fvcken ridiculous