Jacob’s Insights

$ONDS The more I dig into Omnisys the less this looks like „just another software acquisition“ 👀 ➕ Before Ondas even acquired the company, Omnisys was already collaborating with Sentrycs on optimizing C-UAS sensor deployment and battlefield performance. That alone suggests the synergy was identified long before the deal became public. ➕ BRO is not simple drone software. Omnisys positions BRO for Air Defense, Ballistic Missile Defense and Integrated Air & Missile Defense planning across complex NATO-style environments. ➕ And then you realize they already had a Germany/NATO pathway through ESG before. Sentrycs. Air defense. BRO orchestration. NATO integration. Germany. Connect the dots… 👊🏻

Daniel Roberts of $IREN just laid out the brutal reality of the AI infrastructure buildout. He noted we are still in the dial up era of AI. The ultimate choke point is power. It requires steel, concrete, and years of physical construction. Starting a gigawatt AI factory today means you will not see the first compute online until the 2030s. It takes 18 to 24 months just to get a utility company to confirm if a piece of land even has power access. The market is pricing in rapid software scaling, but the physical bottlenecks are severe and unavoidable. The capital moving into power generation and data center infrastructure is a multi year trend. It’s not a sprint it’s a marathon.

$IREN in extreme oversold levels on hourly time-frame. Watch for a potential big reversal here.

🚨 THIS IS THE MOST ACCURATE MACRO BULL RUN PATTERN TO DATE. This has literally never failed to predict the bull run for Bitcoin. The ratio has bottomed for the 4th time in the history of Bitcoin. This would be the first that doesn't lead to a massive bull run. This has literally never failed.

$EOSE AES Sugar Malle Solar + BESS This project will be moving forward with or without NYSERDA Bulk Storage LDES proposal (either as Li-ion or zinc)

Ethereum First upper Fibonacci target sits at $7,922 Bottom was $1,880 ETH The chart looks incredibly clean and clear here. New ATH by the end of the year

When in doubt, zoom out. $IREN Higher high ✅ Wave 3 confirmed ✅ $105 is the next destination 📈 Enjoy the ride.

Thrilled to bring Omnisys to Ondas. Omnisys BRO software platform is a critical, battle proven defense and security capability. We will invest behind the BRO platform to ensure the customers and broader defense ecosystem can leverage its exceptional battle field intelligence and orchestration functionality.

Here is Elon Musk's full interview tonight from the Samson International Smart Mobility Summit in Israel. Elon talks about Tesla's Unsupervised robotaxi rollout, Starship V3, Neuralink, and more. He works nonstop. Elon started this live interview at 2 AM in Texas lol.

Markets are still pricing $ETH as a speculative tech asset. In reality, Ethereum is increasingly becoming the financial settlement and coordination layer for: - Tokenized RWA’s - Stablecoins - Internet capital markets - AI driven economies - Decentralized digital infrastructure - … Short term oil correlations may impact liquidity flows and risk appetite. But structurally, the amount of economic activity settling on Ethereum continues to expand. That is the real long term driver of value creation🙏 Ethereum will win📖✍️

Everyone is panic selling $ETH over the low volatility weekend, but I am seeing a GOLDEN opportunity. $ETH continues to hold the 0.5 fib level. And look at how many times that 0.5 level has held / rejected the price. Adding more $BMNR Monday. Don't miss out!

🚨 Ethereum may face pressure if ETF outflows continue. According to Markus Thielen, higher US bond yields are making ETH’s staking yield less attractive compared to risk-free assets.

$Bitcoin crashes below $77,000, wiping out over $600 million in liquidations. This is where weak hands panic... and where smart money positions. The comeback will be brutal.

$SPCE

[SPECULATION] 🇨🇳 Full feature FSD could be rolled out in China in August 🙏

Jensen and Mike Dell on stage in Vegas tomorrow to talk AI Factories. At this point Polymarket may as well put odds on the mention of $Iren cause I'd bet the farm on that. LFG 🔥

$ONDS Attached is page 1 of a Oppenheimer analyst report regarding ONDS issued 5.14.26.