GG.R
458 posts
Here is every move Cathie Wood and Ark Invest made in the stock market today 5/15
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@trader95099 Il a simplement fait ça à la dernière minute pour que ce soit publié seulement lundi matin et non en after hier.
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$OUST if you didn't already know, $38 is happening very soon.
Added to my position on the dip after seeing insane strength, not even retesting the prior resistance level.
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Added $UMAC off the 9 ema
Waiting for $UMAL to be born (2x)
Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋@fundmyfund
Loved the call $UMAC People complaining about gross margins falling from mid 30s to low 30s when the guide was lower 20s tell me those are people who are LLM scrapers and do not follow the stock at all. They smashed every metric. The analysts have HALF of what I had this quarter and they smashed my #s forget the lost in space analysts. I read every nite on here who comments on $LPTH $UMAC $RCAT $KOPN so I know who the pretenders are and who the real ones are. This was an amazing Q and the battery acquisition is more for commercial than military and another way Allan is 4 steps ahead. 10:1 vs 2:1 - crazy new info. "But why is the stock not ....?" Good question - you need to ask the stock why. Lesser results garnered other companies +50%. You don't know which quarter it matters. I just outlined today $VELO posting the same damn revenue amount 3 of the last 4 quarters and the other 2 quarters no one cares but THIS quarter suddenly it drove the stock to the moon. When it matters to the market, it will go. Not a second before. This is a whale company in the making. I am fully biased who can be 100% wrong- do your own homework.
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Whilst I am very bullish on $AVAV and did start a position on that dip into the $150s, I am fully aware that this market only seems to care about and reward AI related companies.
So as much as I want to size up and make it a meaningful position, it kinda doesn’t make sense in this current market because I’d essentially be allocating to something I know isn’t in favour, and that essentially means it’s dead money.
The rotation will come, but it doesn’t look like it’s happening anytime soon.
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$ONDS $UMAC
First quarter 2026 results for Unusual Machines
Revenue: $8.1M vs $5.5M
🟩 +46% (+296% YOY)
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50 cents to go $ONDS
You know who is lurking up there @ $11.70s.....
JANE STREET!!!
No.... even worse -
GIF
Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋@fundmyfund
$ONDS super strong intraday so far
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GG.R retweetledi
🚨 BREAKING: BLACKROCK REPORTS OWNERSHIP OF OVER 9.3M SHARES OF $ONDS WORTH $84.2M🤯
$84.2M is the largest single reported position value among every institution that has filed their Q1 2026 13F for $ONDS to date.
The firm that manages more money than anyone else on earth increased their position by 27%+.
The institutional appetite for $ONDS exposure is voracious.
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GG.R retweetledi
This is LiDAR output, not a camera video. Can you believe that? @elonmusk @dmitri_dolgov $OUST $TSLA
Ouster@ousterlidar
With Rev8, color is perceived in the right place, at the right distance, at the right moment. Ouster L4 silicon captures color and depth in the same photon event, with Fujifilm color science embedded directly on the chip. This is a Rev8 OS1 Max driving the Embarcadero in San Francisco. Every traffic signal, brake light, and bike lane resolved in 48-bit native color, perfectly aligned with depth at the silicon level.
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@YoYInvestor I hope you're right.. I have a love-hate relationship with your posts: I love them at first and then I hate them because you create that urgent feeling that you have to buy quickly… and often it ends up slipping.
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$ONDS ‘TWAS THE NIGHT BEFORE EARNINGS…. 🌙🎈👀
World ViewCEO Ryan Hartman just published a strategic article on the company website, just one day before Q1 earnings 🤔
The article discusses SkyWeaver, an edge inference platform being developed on top of $PLTR Artificial Intelligence Platform and deployed across the Ondas portfolio.
Ryan describes a specific architectural distinction between platform autonomy — a vehicle operating itself — and mission autonomy — a system that perceives, reasons, plans, acts, and adapts across an entire fleet simultaneously without human intervention in the loop.
SkyWeaver sits above the individual platforms.
It ingests data from World View’s stratospheric balloon systems, Ondas Autonomous Systems UAS platforms, and ground-based counter-UAS systems simultaneously, fuses those streams automatically, and delivers intelligence directly into customer Palantir Foundry environments.
The article describes this as automating the full TCPED cycle — Tasking, Collection, Processing, Exploitation, and Dissemination — across all domains in real time.
2 points worth paying attention to:
First, Ryan shares that “initial integrations across the Ondas portfolio are targeted for the fourth quarter of 2026. Execution is on plan.”
Second, the business model description: the architecture shifts pricing from hardware and flight hours to intelligence outcomes, which Ryan describes as compounding in value with scale and creating operational dependency through deep integration into customer workflows.
This is a detailed public articulation of the “system of systems” thesis heading into tomorrow’s earnings call.
The architecture is described, the timeline is stated, and the business model implications are laid out.
This is the future of defense and security that most retail investors have given up on. The 13Fs rolling in today tell us the big fish see what’s really coming.
Link below:
worldview.space/stories/why-mi…
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