Julius Reynolds

$ONDS Israel underestimated fiber-optic drones for too long. cheap, dangerous, much harder to jam. exactly why a single system doesn’t cut it anymore. Too much focus on big-ticket solutions like Iron Beam, not enough on the „small” threats that are quickly becoming the biggest ones. Now Israel’s DDR&D has put out an urgent RFI. Looking for solutions for mobile troops, perimeter defense, critical infrastructure. That’s the bullish angle for $ONDS: interceptor drones, net capture, data fusion, multi-layered defense. System of systems ⚡️

🇮🇱🇱🇧 Israeli troops have blown up Al-Safina restaurant in South Lebanon. The landmark seafront restaurant, known locally as "The Boat," had operated for a decade. It was built as part of a regional push to develop tourism in southern Lebanon.

Wall Street is still sleeping on $KOPN. Their new Neural I/O platform announced last month is a breakthrough in chip-to-chip and rack-to-rack interconnect technology that can meaningfully change the way information is moved from place to place in data centers. Unlike traditional copper (which loses energy as heat over distance) or laser-based optics (which require significant power to drive), Kopin’s platform repurposes MicroLED pixels as bi-directional transceivers. They claim this uses considerably less power per bit than existing solutions. By using photons instead of electrons for chip-to-chip and rack-to-rack communication, they can achieve ultra-high bandwidth without the signal degradation seen in copper at high speeds. Oh, and the TAM here is MASSIVE. Estimates for the broader interconnect and optical networking market range from $70B to more than $130B. 🤯 For now, the $15M development order Kopin received will be used to build a prototype that will be ready by mid 2026 (just a few months). After that, they expect to begin production of this new MicroLED interconnect product by late 2026/early 2027. CEO, Michael Murray, has also confirmed that Kopin is already in talks with two of the “Big Five” (Google, Apple, Meta, Amazon, Microsoft) who are supposedly very interested in this technology. Kopin has signed NDAs with these companies, so they can’t disclose any more than that at this time. Note that Kopin does all their manufacturing in the U.S., making their products more appealing to companies seeking domestic producers over foreign ones. Right now, their market cap is just $765M. If they successfully disrupt the market for interconnect devices used in data centers (which I believe they can), the stock will experience a serious re-rating. Exciting times ahead for Kopin. Please don’t consider this financial advice!

🚨 BREAKING: 🇮🇷🇺🇸 Iran has agreed to put its nuclear program on the table in talks with the U.S. - Tehran has proposed capping uranium enrichment at 3.5%, well below weapons-grade - Iran has also offered to gradually reduce its existing stockpile of enriched uranium - This marks a significant shift from previous positions Source: Al Arabiya

$ONDS Bears have voiced concerns surrounding Ondas’ scalability and manufacturing capabilities… Are 1,000 Iron Drone Raiders per day and 100 UGVs per month good enough for you guys? 😂 Absolutely unreal volume and efficiency enabled by this Onberg JV 😳

$ONDS 🫱🏻‍🫲🏼 ONBERG 🇩🇪 Great interview with Michael Wellenzohn, CEO of HD Advanced Technologies / Heidelberg. Some crazy Onberg numbers in there! 👀 ✔️ Iron Drone Raider scalable: capacity of up to 1,000 units per day (!) ➕ Cost advantage: significantly cheaper than the established defense players. ✔️ UGV: functional prototype in just 4.5 months. Onberg fully developed and built the UGV system on-site. Designed, among other things, as a mobile launch platform for interceptor drones. ➕ UGV production ready now: existing infrastructure can push out ~100 units per month right away (!) ✔️ Brandenburg is the hub: core location for the entire buildout. ➕ Wiesloch as backup scale: can plug in the main facility if demand ramps.