LongInnovation

Welcome to the $ONDS beginners guide, teaching you all of the core business! This report will cover the following: • Key management • Recent acquisitions and Investments • Financials • Price Targets and Reports • Potential bull contracts and opportunities • Each sector of Ondas

@EhrmantrautCap_ Yes man!

@LongInnovation Thanks! Together $MU will get us one step closer to retirement 🤝

Added $MU to my portfolio! Sold $NVO for it.

@retail_mourinho Thanks man!

@LongInnovation Nice port

Today my portfolio was Up 3.72% 🟢 YTD = 4% 🟢 SPY = -4%🔴 Well I wanted a red day as I have some cash I want to deploy, but it seems like i will just continue to DCA in the $BE and $MU positions and then hold some cash for the next opportunity I see. I have a goal to make it over 1,000 followers by the end of the month. This is only possible with everyone’s support. If you find my work valuable or interesting please do support. Have a great night guys! Buys: No buys today Sells: No sells today Current Watchlist: $NBIS $AAOI $MU My current portfolio: $ONDS : 47.64% $NBIS : 18.03% $AMZN : 9.47% $BE : 7.88% $NVDA : 7.58% $MU : 4.86% $AAOI : 4.55%

@BMSInvests @Berlinergy Even they are picking up on the dilution concerns

$ONDS 🚨👀 NEW: Oppenheimer’s Report on $ONDS for March! 💸 $16 PT (Outperform - unchanged from Jan 2026) 🗣️ “Dilution is an ongoing issue, but is being used to fund an aggressive M&A roadmap and scale operations without debt burden”

@retail_mourinho 1.6 billion cash btw

$ONDS is undervalued. 4bn market cap. 1bn cash. 400m revenue in 2026.

@charliebilello Tungsten?

Price increases since the start of the Iran war... European Natural Gas: +85% Heating Oil: +80% Brent Crude Oil: +54% Urea: +48% WTI Crude Oil: +46% Gasoline: +44% Diesel: +42% Sulfur: +25% Coal: +24% Fertilizer: +23% Palm Oil: +13% US Natural Gas: +8% Iron Ore: +7% Rice: +7%

@CaesarCapitalz @wliang Next buying opportunity is very soon!

@wliang I’m going heavy into $AAOI when the next BD appears. 🫡

The reason we wait for Blue Diamond entries is to avoid chasing false breakouts, DCBs, etc. We'd rather miss out on a small part of the run than to top-blast. $AAOI back underneath the gold zone. Could reclaim it again this week, but safest entry would still be on the next BD.

@EhrmantrautCap_ Saturday was a nice day Today not so much Glad you’re well!

@LongInnovation Very well, enjoyed the weather today 😀👍

How is your weekend going so far?

@hewielou94 I wouldn’t be against that!

@LongInnovation Yea. I would love to see him go. Pce ez bud 👋

But remember guys He doesn’t even need the strait to open! Anyone else very sick of this man?

My new discord is up and running, it’s completely free to join. What it offers: 📰 Stock and global news 🕵🏻‍♂️ Portfolio reviews 📈 Market wins 🗣️ Stock chats 🪙 Sub market chats (Commodities, options) 🤖 Chats for individual stocks 💬 General chat It’s a new server and I’m looking to keep improving it, would love to see you there. Link is under the original post ❗️

@EhrmantrautCap_ Mental in the head

@LongInnovation He’s crazy, nothing else.

@goooonnney Wdym girl 16 wants to meet up?

@LongInnovation whats confusing?

Girl 16: wants to meet up Let’s see if I can get a squad going

@TheStocksKing Absolutely man Check your dm also

@LongInnovation Miners are the foundation of everything

$ALM No Tungsten active mines in the US It takes 10+ years to build a Tungsten mine The US military cannot buy Chinese Tungsten by Jan 2027 During the ongoing Iran war every single missile requires Tungsten metal. Watch $ALM 👀

Hello everyone! I’ve just made a discord server for stocks, it’s got channels for market news, talking about different stocks, portfolio reviews, and just sharing ideas/analysis. It’s pretty laid back, nothing too serious, just people helping each other out and chatting about the market. There’s also a general chat so it’s not just stocks all the time. I’m looking forward to seeing you all over on the discord! No fees to join! discord.gg/3VTJYdh6x

@SheriffStrategy Bullish

$ONDS Is Ondas overvalued? Heres my valuation thinking: Market cap is at ~4.6B, the current guidance is 170M-180M without any acquisitions from 2026. 2026 acquisitions are : Mistral - +100M-150M to revenue from estimates. 4M defense - Have a $30M contract with $15.8 received recently with the contract possibly expanding to $60M. INDO earth - Have a $140M military contract spread across multiple years. Rotron Aero - demand is rising significantly in sector but no sales Im aware of. 0-10M revenue possible. Bird aerosystems - Deployed on over 700+ airplanes- 2025 revenue according to sources was $28M-$37.5M. Being conservative, Ondas will do 300M in 2026 revenue. Being neutral, Ondas will do 330M-360M in 2026 revenue. Being bullish, Ondas will do over 400M+ in 2026 revenue. By the way, 300Mx20 = 6B 330M-360Mx20 = 6.6B-7.2B 400Mx20 = 8B Again, market cap is at 4.6B, are we overvalued or undervalued for 2026? I genuinely don’t think people are ready for whats coming.

@CaesarCapitalz Valid!

@LongInnovation I also like $BE. I just think $TE has more upside potential!

Caesar Capital started a new position in T1 Energy $TE today at an average price of $7.36 per share 🏛️