Brandon Wolf 리트윗함
Brandon Wolf
836 posts
Brandon Wolf
@Bwolf_Invests
Engineering meets investing|Progress relies on the unreasonable man
가입일 Mayıs 2024
121 팔로잉122 팔로워
$ONDS
If you haven’t realized yet, let this be your sign that @WorldViewSpace will be huge part of $ONDS business plan.
The contracts are just beginning, this is just the tip of the iceberg. Expect to see more rolling in Q4. They have already been testing in SOUTHCOM with the US Naval Forces, so only execution would lead to such a contract. If they continue to execute and then integrate Skyweaver, I see this being very valuable to the military and the contracts will only get larger.
Personally, this seems more of a 3 month test to me, which could lead to a bigger contract down the road
Ondas Inc.@OndasHoldings
Ondas’ @WorldViewSpace has been selected by U.S. Naval Forces SOUTHCOM / U.S. 4th Fleet and SMX as the high-altitude balloon provider for a $4.8M, 3‑month Maritime Domain Awareness mission in the SOUTHCOM AOR, supporting counter-narcotics and IUU fishing operations with stratospheric ISR coverage. $ONDS ondas.com/post/ondas-wor…
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@BruceTa55302936 @2 I think it will go up as we get closer to the IPO. Might be down fkr a few days though after the BO mishap
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Seems many now expect $rklb to
1. Moon harder with @2.5T $spcx
2. Fall with $spcx post IPO
Is there a P/E ratio for $rklb that signals sell? Is there a sell price?
I'm over enough at $200 and $180 would very much tempt me to sell 80%. I'm 54, my thesis includes this fact.
GIF
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@YoYInvestor The market will always give you signs. Glad you caught this
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Appreciate it man. It really is an excellent comp for Sentrycs, probably the very best one out there. This provides important context. Say Sentrycs was valued at even 60% of DFend. That’s still $900M. Great to see the big players starting to invest big bucks in counter-drone. Nobody is better position than $ONDS to meet the moment 👊🏼
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This is such a good comparison by Sleuth. It shows you that a company like Motorola is willing to pay over 8x the current revenue for an anti drone company
The demand for these systems will be huge and $ONDS Sentrycs 👊
Sleuth 🔎@YoYInvestor
🚨 BREAKING: MOTOROLA ACQUIRES D-FEND FOR $1.5B AND IT HAS HUGE IMPLICATIONS FOR SENTRYCS OF $ONDS Motorola Solutions just paid $1.5B for a counter-drone company expecting $185M in 2026 revenue. That’s 8.1x forward revenue for a single counter-drone platform. That company is D-Fend, an Israeli RF-based counter-drone company with thousands of deployments across more than 30 countries and 50% annual revenue growth over the last three years. Sound familiar? 🤔 Sentrycs of $ONDS is an Israeli RF-based counter-drone company with very similar credentials, deployments, and success. $ONDS acquired Sentrycs for $225M last year. Motorola just paid $1.5B for the comparable 😳 At ~$100M in 2026 revenue and the same 8.1x multiple Motorola just established, Sentrycs alone implies a comparable transaction value of $810M. Again, Ondas paid $225M for it… And Sentrycs is only one platform inside a complete system of systems at $ONDS. The market just told you what a single counter-drone platform is worth to a strategic acquirer 🤷♂️ Ondas owns the whole architecture. This is extremely bullish not only for the mitigation layer of c-uas, but it paints a clear picture of the efficacy of the $ONDS “double dip” M&A strategy. Great find by the bro @bodoxstocks reuters.com/technology/mot…
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@LilyFunds Nice! I’ll most likely open a starter position very soon
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Not invested yet, but I really do like this company long term. I think it will be the safest and most versatile VTOL aircraft out there
$HOVR
Horizon Aircraft@HorizonAircraft
Certification isn't something that's left until the end, it's something we've been thinking about from the very start.
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Brandon Wolf 리트윗함
There are people out there living their lives, completely unaware that the stock market is in one of the greatest wealth creation periods of our generation.
Thankful.
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@SpaceSector001 Healthy looks good on you. Your life literally took off like a Rocket! Good to have you in the community
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Five years sober today!!
Let me show you the difference between a hopeless drug addict living on the streets, and one who probably worked minimum wage to buy shares of $RKLB and started working out and eating. No longer broke or broken. Grateful for life.
Here's a little before and after. I still am surprised when I see this old photo a dealer took of me.
Wealth is not just money. It's friendship and health too.
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🚨BREAKING: ANTIFA RIOTERS ARE NOW ATTACKING POLICE HORSES OUTSIDE ICE NEWARK
LARGE pieces of wood and ROCKS are being thrown at the horses’ heads while other rioters get in the horses’ faces with makeshift shields and umbrellas
THESE ARE NOT PROTESTORS. THESE ARE MILITANTS
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$ONDS
Great to see positive feedback from customers who have tested the technology from across the sector.
“Sentrycs was the only systems that did not provide false alarms and was trusted enough to be used”
BMSInvests@BMSInvests
$ONDS 🚨👀 Another use case unlocked for Sentrycs.. Real-world feedback from the @Esri Community on Sentrycs re protecting warehouses using CUAS tech: 🗣️ “After testing a few options, Sentrycs was one of the only systems that felt reliable enough for the team to actually trust the alerts” - instead of constant manual double-checking in a high-RF warehouse environment. Esri Community members are often decision-makers or influencers in government, enterprise security, and critical infrastructure. This kind of organic review for Sentrycs is great exposure to companies evaluating CUAS solutions👊🏻
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@NFTPartners @Temaetfs Yeah bc it’s been so flat without SpaceX so far 😂
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@Temaetfs Looks like SpaceX is a baby holding. This is not the actual SpaceX stock so it’s valued at a flat boring ass number that never changes.
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Top 10 holdings in $NASA as of May 29th, 2026.
Visit tema.us/4dElJtx for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
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This is your sign… President Trump has been telling investors where to put there money $ONDS
Prof@TheProfInvestor
Oh my Ondas. $ONDS - you are handpicked. Government officials are literally telling you which companies to focus on.
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@jackunheard Even if he didn’t touch her, he clearly walked through her and made her trip trying to move out of his way
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@JacobKeeton20 @spacanpanman Must be a good source if he’s doubling down lmao
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@itschrisray $ONDS still has a ~48% stake in the Networks company, so they still benefit when Networks grows and sounds like there is a potential for them to regain the majority stake again in the future. It’s not soo bad
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@AlexfromBabylon @trypto_tran That’s the biggest strategic risk, getting in bed with dinosaurs, I think there’s a lot of incentive for these sleepily legacy players to get their shit together to survive.
That’s why I think the $RKLB connection is strong. These legacy players need the execution and cadence.
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$RKLB and $VSAT are on the cusp of changing the game. Blue origin could be sidelined for a significant amount of time, $ASTS needs to go hat in hand to SpaceX after aggregating telecom demand to compete with Starlink. EQUATYS just got repriced. Long AF $RKLB.
No color on the constellation from the $VSAT call aside from a teaser at the end that there would be a separate event. Massive capital raise for $RKLB has them poised to develop the Busses, and potentially the payload now.
Space is hard, and blue origin will no doubt recover, but the time is now. The iron is hot, the milk shake is right there, in the yard.
GIF
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