Jeff Gabel

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Jeff Gabel

Jeff Gabel

@JeffGabel

Tracking the intersection of geopolitics and unmanned tech. Focused on #DroneDiplomacy, global defense procurement, and the evolution of C-UAS systems.

Katılım Ağustos 2010
1.5K Takip Edilen2.7K Takipçiler
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Jeff Gabel
Jeff Gabel@JeffGabel·
Forget Mag 7, BATMMAAN or FAANG - it’s time for Drone 5 era of Defense D - Data Analytics ( $pltr) 🧠 of battlefield R - Robotics and unmanned ( $onds / $dpro / $rcat ) O - Onboard AI ( $avav ) N - Networks and communications ( $baesy / $lhx / $drs ) E - Electronic warfare ( $ktos)
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Jeff Gabel
Jeff Gabel@JeffGabel·
Figured out a way for $onds to unlock mPrest deal and it’s pretty much the regulatory Krav Maga move that will break some necks. And yes it has to do with Rafael alums… Feels like old times
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Jeff Gabel
Jeff Gabel@JeffGabel·
$Gilt Compliance ♟️ move, Not a 🐻 signal The CEO of Gilat adopts a sell plan on December 17, 2025 - the same moment his company closes a $100M institutional placement that he almost certainly helped negotiate. He knows 👀 His own equity is at risk of being compromised if he trades while holding MNPI Somethings up for next week
TENET RESEARCH@tenet_research

$GILT | Gilat Satellite Networks CEO sold ~$825K worth of shares under a Rule 10b5-1 plan, disposing of ~48,978 shares at an average price of ~$16.85.

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S@rndo_calrisian·
@JeffGabel I know you’ve been covering this one for a while, do you think they’re an acquisition candidate?
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Jeff Gabel
Jeff Gabel@JeffGabel·
Indo x Roboteam $onds 🪏 army.mil/article/288356…
Garcia@GarciaCap

⚔️ Anduril founder @PalmerLuckey on why the underground will be a defining battlespace of our era, and how Anduril is already prototyping systems for it: “Anduril has working prototypes of subterranean systems that can deliver a variety of kinetic, electronic, and other effects.” “I think the next war fighting domain, before the moon, is the subterranean domain.” “The United States and the Soviet Union both believed during the Cold War the crust of the earth would turn into a battle space…the same way a submarine moves through the ocean.” “The thing that killed that dream isn’t that we decided it was impossible, it was that we had won the Cold War, and we tuned the spigot off on a lot of very interesting things.”

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Jeff Gabel
Jeff Gabel@JeffGabel·
$onds developing a list of questions for next week earnings. Thinking about GTM lifecycle, space sensing, new leadership and new geopolitical conflicts and expanded partner community. Curious what’s on your mind?
Jeff Gabel@JeffGabel

Thinking ahead to a very important $onds earnings call next week, I’m imagining @CeoOndas is already penning one of the greatest speeches to unite all investors long/new/ retail / institutions with one clear message. Beyond the numbers, newly minted investments and acquisitions this is something bigger. Think of it as rallying cry for the long view - something between Hegseth’s Arsenal of Freedom and as defiant as Churchill Few 🔑 points to hit The Arsenal of Autonomy At Ondas, we do not merely build machines; we forge the digital shield and the autonomous sentinel. Our technology is the invisible thread that binds together the defense of critical infrastructure. We provide the "eyes" that do not blink and the "voices" that cannot be silenced by the enemy’s jamming. The Great Cooperation In an extraordinary display of brotherhood in adversity, we see our partners in Ukraine and Israel sharing the hard-won secrets of the sky, learning together how to strike down the swarm. This is no longer a matter of theory; it is a matter of survival. The Task Before Us Never in the history of technological warfare has the need for automated, reliable, and instantaneous intelligence been more acute. • We are the response to the drone that seeks to darken a city. • We are the clarity in the fog of electronic warfare. • We are the resilience of the rails and the grids that sustain civilization. The path is steep, and the burden is heavy, but we shall not flag or fail. We shall go on to the end. We shall defend our vision with growing confidence and growing strength in the air. We shall protect the vital arteries of commerce and the skies of our allies, whatever the cost may be. I ask you to stand with us. Not merely as investors in a company, but as partners in a cause. Let us move forward together, with resolve, knowing that while the night is dark, we are the ones lighting the way. Onward. 🫡

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Jeff Gabel
Jeff Gabel@JeffGabel·
Nothing to 👀 here
Keller Cliffton@Keller

Great to host @howardlutnick and his team at our factory – the largest autonomous aircraft manufacturing facility in the US. We are at the beginning of another industrial revolution. AI and robotics will dramatically remake the world over the next 5-10 years. Done right, we can save lives, save money, and save time. Today America is the global leader in autonomous logistics and @zipline is working hard to keep it that way

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Jeff Gabel
Jeff Gabel@JeffGabel·
@itschrisray Scout! Can’t wait till we get back to agriculture 🧑‍🌾
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The Zero Hour Group
The Zero Hour Group@Zero_Hour_Group·
The @OndasHoldings Origin Story with @CeoOndas and The Zero Hour Group. What's been your favorite segment from the interview so far? Let us know in the comments! $ONDS
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Jeff Gabel
Jeff Gabel@JeffGabel·
Look at Jensen and Musk this week - they know where future of innovation and testing live. Follow their logic
Jeff Gabel tweet mediaJeff Gabel tweet media
Jeff Gabel@JeffGabel

Imagine the Innovation Corridor of the Middle East with @elonmusk investing in Israel - a "fast-track" regulatory environment and a world-class talent pool to refine his AI and robotics. Boring Company - creating high speed Negev Loop: A Strategic Underground Corridor. Also tunnels could double as "Hardened Logistics Arteries" for the IDF. Tesla $tsla- Robotaxi pilot FSD and smart city testing. Plus they already work with Israeli renewable energy companies like Nofar Energy for solar+storage projects, including a large site in Kibbutz Shoval Tesla Optimus - Solving the labor crisis in construction & agriculture, eliminating foreign labor constraints xAI - Using the national supercomputer $nbis to fine-tune Grok or Tesla’s Dojo algorithms on specialized Israeli datasets Starlink-Integrated Autonomous Defense - great for drone systems, c-uas and air defense For Netanyahu, collaborating with Musk provides the "technological leap" needed to maintain a qualitative edge in the region and fulfills his vision of turning the Negev into the "Silicon Valley of the Middle East.

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