
Jack Red
119 posts







In a sector bear market, it's usually best not to piss into the wind. Our job is to build real, durable value... not fight the tape. We're focused on executing: DZYNE integration, delivering on our raised guidance, converting backlog into revenue, leveraging our strong capital position, and positioning Ondas as a leader in autonomous defense systems during what we believe is a durable, multi-year adoption cycle. We'll let consistent execution speak for itself.





Under Secretary Emil Michael (@USWREMichael) on the importance of complementary mass attritable systems: "The exquisite systems that we have will be much more powerful if they are accompanied by mass attritable cheap things... The idea is to get something that's designed for manufacturing from these new companies, so from the day it's designed, it can be scaled and produced." @SenMcCormickPA @DeptofWar @DOWResponse #PADefenseSummit


😬 $ONDS have lost an IMOD tender to two “relatively young Israeli startups”.


Cut $ONDS for a 13% loss. Could it bounce short term? Sure. I am fine without it. Monthly BX is dark red. Historically when that happens, we finish the cycle red about 82% of the time. If this support breaks, there is room for a multi month slide toward $5. I do not want to sit through that. I would rather rotate that capital into a stronger name.




