Sleuth ๐Ÿ”Ž

6.4K posts

Sleuth ๐Ÿ”Ž banner
Sleuth ๐Ÿ”Ž

Sleuth ๐Ÿ”Ž

@YoYInvestor

Early $ONDS investor. Sourcing alpha. Nothing I say should be interpreted as financial advice. I am not affiliated with any of the companies I discuss here.

๊ฐ€์ž…์ผ Ocak 2025
89 ํŒ”๋กœ์ž‰5.5K ํŒ”๋กœ์›Œ
๊ณ ์ •๋œ ํŠธ์œ—
Sleuth ๐Ÿ”Ž
Sleuth ๐Ÿ”Ž@YoYInvestorยท
$ONDS This is surreal to watch. Jordi Visser is a 30+ year Wall Street macro veteran. Anthony Pompliano is one of the most influential voices in finance, and shapes how millions of investors think. Both are discovering Ondas right now. Just look at the smile on @APomplianoโ€™s face as he describes Ondas to @jvisserlabs. Weโ€™ve known about this. Weโ€™ve been here. This is what the early innings of a decade-long investment cycle looks like. Thanks to @randyallen74 for sending me this interview ๐Ÿ‘Š๐Ÿผ
English
38
92
890
110.6K
Sleuth ๐Ÿ”Ž
Sleuth ๐Ÿ”Ž@YoYInvestorยท
$ONDS What does โ€œOndasโ€ actually mean? Where does that word come from? ๐Ÿค” @SonnySidePonds got the scoop from the man himself, @CeoOndas: Ondas is a portuguese word meaning โ€œwavesโ€ ๐ŸŒŠ One of the founders of Ondas Networks came up with the name as a nod to the radio waves associated with their private wireless networks ๐Ÿ“ก โ€œยฟQue onda?โ€ is also popular slang meaning โ€œwhatโ€™s up?โ€ or โ€œwhatโ€™s the vibe?โ€ ๐Ÿค™๐Ÿผ Really enjoying these interviews from @Zero_Hour_Group with the Ondas commander in chief! ๐Ÿ‘Š๐Ÿผ
English
3
0
11
309
Chris Ray
Chris Ray@itschrisrayยท
I was today years old when I learned what Ondas meant. ๐Ÿ˜… $ONDS ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ
Sleuth ๐Ÿ”Ž@YoYInvestor

$ONDS What does โ€œOndasโ€ actually mean? Where does that word come from? ๐Ÿค” @SonnySidePonds got the scoop from the man himself, @CeoOndas: Ondas is a portuguese word meaning โ€œwavesโ€ ๐ŸŒŠ One of the founders of Ondas Networks came up with the name as a nod to the radio waves associated with their private wireless networks ๐Ÿ“ก โ€œยฟQue onda?โ€ is also popular slang meaning โ€œwhatโ€™s up?โ€ or โ€œwhatโ€™s the vibe?โ€ ๐Ÿค™๐Ÿผ Really enjoying these interviews from @Zero_Hour_Group with the Ondas commander in chief! ๐Ÿ‘Š๐Ÿผ

English
3
0
6
168
Sleuth ๐Ÿ”Ž
Sleuth ๐Ÿ”Ž@YoYInvestorยท
@BowTiedNarwhal Hard disagree that itโ€™s priced to perfection. Ondas has fundamentally transformed in the last quarter
English
0
0
1
62
BowTiedNarwhal
BowTiedNarwhal@BowTiedNarwhalยท
@YoYInvestor It's priced for perfection on M&A synergies and scale tho. Although news cycle is good maybe too much has been priced in already?
English
1
0
0
97
Sleuth ๐Ÿ”Ž
Sleuth ๐Ÿ”Ž@YoYInvestorยท
$ONDS Here is the truth: Ondas has accomplished more in less than 3 months than most small cap companies could only hope to accomplish in an entire year. But Ondas is only up 6% YTD. In my opinion, there is a major disconnect between business momentum and stock price right now, and I think this changes after earnings on Wednesday. Not financial advice!
Sleuth ๐Ÿ”Ž tweet media
English
12
5
106
5.9K
Benny
Benny@SonnySidePondsยท
You nailed it, Sleuth!! It cannot be said any better. I remember telling @CeoOndas in California how that fact helps me sleep. If you want to know the truth, I followed Eric to Cali because I wanted to look him in the eyes before deciding if my 10X investment was worth holding for another 10X. I went yo WPB to get it on the record!! ๐Ÿค‘
English
1
0
1
724
Sleuth ๐Ÿ”Ž
Sleuth ๐Ÿ”Ž@YoYInvestorยท
$ONDS CEO Eric Brock: โ€œI have one bet. It has to work.โ€ ๐Ÿ”ฅ @CeoOndas used to manage a portfolio of up to 200 stocks at a time. If something wasnโ€™t working, he could sell it. There were still 199 others. This isnโ€™t an option anymore. As he told @SonnySidePonds in the @Zero_Hour_Group interview: โ€œI have one bet. It has to work.โ€ 24/7, his energy and attention is now on a single name: Thatโ€™s Ondas. This is the kind of extreme shareholder alignment you should be looking for from your CEOs. Not financial advice.
English
5
18
345
28.6K
Cuse
Cuse@syracusedom1ยท
@YoYInvestor You see them hammering the 25 and 30 dollar calls all day everyday for Jan 27 and 28. I can wait, not worried about day to day. I have faith in @CeoOndas
English
1
0
2
261
shittin pennies
shittin pennies@shittinpenniesยท
@YoYInvestor The price will catch up when it's ready. Im ready for a cigar and EB to tell us his game plan next Wednesday.
English
1
0
2
326
Sleuth ๐Ÿ”Ž
Sleuth ๐Ÿ”Ž@YoYInvestorยท
$ONDS The Army just posted a permanent, open solicitation for drone technology ๐Ÿ‘€๐Ÿšจ๐Ÿ”ฅ This is not a one-time contract, but an open pipeline where vendors can pitch autonomous systems directly to the warfighter. The CSO is part of Hegseth and Driscoll's push to scale the military's drone arsenal fast, backed by an executive order demanding domestic production at scale. The Army published a list of exactly what they're looking for. Let's run the $ONDS stack against it ๐Ÿค” 1. Full Systems / Air Vehicles โ€” Optimus. Blue Listed. FAA certified. Already deployed. โœ… 2. Launched Effects โ€” Iron Drone Raider. Kinetic UAS intercept. Combat-proven. โœ… 3. Intelligence, EW and Sensors โ€” Sentrycs CoRF. RF detection and cyber takeover of hostile drones. โœ… 4. Autonomous Behaviors / C2 โ€” Airobotics autonomy stack. Running a live national border protection program right now. โœ… 5. Autonomous Vehicles โ€” Roboteam tactical ground robotics. IDF-proven, fielded by allied defense forces. โœ… 6. UAS Production at Scale โ€” Detroit Manufacturing Systems, Kitron, W S Darley, and more. U.S.-based for scaled delivery. โœ… The CSO is open to everyone, but not everyone walks in with live deployments, Blue Listed systems, and domestic manufacturing partnerships already in place ๐Ÿ‘€ cc: @CeoOndas @OndasHoldings sam.gov/workspace/contโ€ฆ
Sleuth ๐Ÿ”Ž tweet media
English
2
6
78
3.1K
BMSInvests
BMSInvests@BMSInvestsยท
@YoYInvestor @Gouden_Vloot He linked Lugassy through the IDF, not through Target Solutions IIRC?
BMSInvests@BMSInvests

๐Ÿšจ๐Ÿ‘€ $ONDS / INDO Earth Moving Ltd. Deal Screams Rafael Insider Connections!๐Ÿšจ โฌ‡๏ธ Hereโ€™s why: $ONDS just closed the acquisition of Israeli company INDO Earth Moving Ltd. - a company incorporated Oct 2024 that somehow landed a HUGE ~$140 MILLION prime-contractor tender for heavy-tracked military engineering vehicles + long-term support for a major military program. Barely 16 months old โ†’ massive contract โ†’ instant flip to Ondas. Coincidence? INDO Earth Moving's majority shareholder at sale today was INDO Innovate. Eli Hefets was CEO of both INDO Innovate (his bridge firm) and INDO Earth Moving. At closing - his INDO Innovate entity took the biggest slice (~946K shares + 275K escrow). Hefets' Rafael network runs deep, being the Former Regional Director for India himself and engaging consistently with ex-Rafael, now-Ondas staff incl. Moshe Maor and Shimon Naiman. The real intrigue? A wave of top Rafael talent has flooded to Ondas over the past year, with at least 8 former Rafael execs now powering Ondas. Exhibit A: Oshri Lugassy - Ondas OAS Co-CEO, ex-Rafael VP Sales & Marketing. He's the public face of the deal, stating: โ€œINDOโ€™s platforms + our autonomy โ†’ robots for the most dangerous environments.โ€ But dig deeper: His wife, Yarden Alfo Lugassy, co-owns/co-directs Target Solutions Ltd. - which was another key pre-acquisition shareholder in INDO Earth Moving, snagging ~568K registered Ondas shares + 165K in escrow. And the shareholder circle? Includes Tzion (Zion) Sapir (beneficiary of ~378K + 110K shares) - if this matches the Rafael Singapore GM/retired IDF Brig Gen Zion Sapir (armored commands, Asia rep), it's classic tight-knit Israeli defense ecosystem stuff. This isn't just an M&A - it's Rafael alumni helping to build a U.S.-listed autonomy empire in $ONDS. Snapping up Israeli powerhouses, and fast-tracking robotic ground warfare tech. The talent migration + family-linked shareholders + rapid tender-to-exit pipeline? This smells like coordinated strategy from Israel's defense old guard pivoting to autonomous systems via $ONDS.

English
1
0
5
1.6K
BMSInvests
BMSInvests@BMSInvestsยท
$ONDS ๐Ÿšจ Insider links surface in Ondasโ€™ INDO acquisition through OAS Co-CEO, Oshri Lugassy. #google_vignette" target="_blank" rel="nofollow noopener">calcalistech.com/ctechnews/artiโ€ฆ
English
1
1
45
7.8K
Sleuth ๐Ÿ”Ž
Sleuth ๐Ÿ”Ž@YoYInvestorยท
$ONDS NATO just stood up its first C-UAS testing and evaluation range in Latvia ๐Ÿค” The first campaign ran March 9-13 at Sฤ“lija Military Training Area where defense companies from NATO member states and Ukraine participated in live EW system testing and high-speed interceptor flights. The alliance is finally building the infrastructure to validate and procure C-UAS assets at scale. Except James Acuna already built this. Acuna unveiled the Baltic Ghost Wing Center of Excellence in Jรตhvi, Estonia in May 2024, a live, combat-informed proving ground for UAS/C-UAS systems drawn directly from battlefield experience in Ukraine. The BGWCOE was operational by fall 2024, nearly two years before NATO formalized its own version. BGWCOE was already running when Ondas brought him on. In August 2025, Acuna joined the OAS advisory board and by November, he was COO of Ondas Capital, leading the $150M program to bridge combat-proven unmanned technologies from Ukraine to the US and Europe. Now, NATO is building the qualification pipeline Acuna was already operating. He's spent two years cultivating the relationships, the credibility, and the in-theater presence that procurement actually runs on. The Ondas team is consistently ahead of the curve๐Ÿ”’ cuashub.com/en/content/natโ€ฆ
Sleuth ๐Ÿ”Ž tweet media
English
0
2
36
2.2K
Diogo M.
Diogo M.@diogojomaยท
$ONDS Got some LEAPS
Diogo M. tweet media
Sleuth ๐Ÿ”Ž@YoYInvestor

$ONDS CEO Eric Brock: โ€œI have one bet. It has to work.โ€ ๐Ÿ”ฅ @CeoOndas used to manage a portfolio of up to 200 stocks at a time. If something wasnโ€™t working, he could sell it. There were still 199 others. This isnโ€™t an option anymore. As he told @SonnySidePonds in the @Zero_Hour_Group interview: โ€œI have one bet. It has to work.โ€ 24/7, his energy and attention is now on a single name: Thatโ€™s Ondas. This is the kind of extreme shareholder alignment you should be looking for from your CEOs. Not financial advice.

English
1
0
4
472
Sleuth ๐Ÿ”Ž
Sleuth ๐Ÿ”Ž@YoYInvestorยท
I donโ€™t think so. He got $1B for selling premium-priced shares above market price and optionality to raise even more capital via warrants. This growth capital is necessary for their strategy. Eric is a markets guy first and foremost, I trust his judgement on these deals. This is a long term plan theyโ€™re executing. Iโ€™ve been given every reason to trust him
English
1
0
1
60
Kenneth Liu
Kenneth Liu@liu_kennet73736ยท
@YoYInvestor Is Eric made a mistake by issuing the warrants? No other better ways to raise the funds?
English
1
0
0
64
Sleuth ๐Ÿ”Ž
Sleuth ๐Ÿ”Ž@YoYInvestorยท
$ONDS CEO Eric Brock has 13.5M RSUs vesting in tranches through 2029. If he didnโ€™t sell a single share, he would need the stock price to be $74.07 to have a $1B position on these RSUs. Thank you for your attention to this matter.
English
6
2
137
13.4K