MarketKapper

@realEstateTrent Also find out who has a rate cap and who is swimming naked.

I don’t think the average person understands how much this chart impacts commercial real estate pricing. (Via CNBC)

@MarkRHall @Breaking911 Or it was staged

I’m not mush of a conspiracy theorist, but this incident was either a planned and calculated (albeit failed) assassination attempt, or it is the poster child for one of the the most incompetent and negligent law enforcement and protective services security operations in modern political history.

A new inspector general report released two years after the attempted assassination of Donald Trump in Butler, Pennsylvania, says the Secret Service missed more than 100 radio transmissions warning about the suspected gunman. The attack killed firefighter Corey Comperatore as he shielded his family and wounded two others. Investigators say communication failures and security lapses represented missed opportunities to stop the shooting.

@RealJMPeterman It has nothing to do with how long the sun is out, but *when* the sun is out. A 8:15 sunrise in AZ means kids are walking, bussing, biking to school in the dark. Works great, if the world wasn’t on an axis.

Just to clear up any confusion over the Daylight Savings Time vs Standard Time debate caused by the mainstream media. The sun is out the EXACT same amount time on both. There is ZERO difference. Zilch. Nada. Naught. _

@BMSInvests Who cares what others think of you. No need to justify or defend.

Recently, I’ve been mislabeled as a “cheerleader” for $ONDS. I have my concerns, as everyone does, and I’ve publicly stated these concerns in the past. No business is bulletproof. That being said, here are my 3 main concerns for $ONDS as a business - not the stock: 1) Integration As someone who previously worked in IT, I understand how difficult it is when integrated or new systems don’t talk to each other - and how difficult it is to rectify or setup. When you bring 18 companies under one umbrella, most with their own C2 platforms, RC devices, procurement platforms etc. etc. it becomes a major challenge. $PLTR’s AIP & Foundry has been contracted to integrate these companies more efficiently and in a reduced timeframe (weeks rather than months). I think a major part of what we’re seeing with the stock price is down to waiting to see if all of these companies, staff, products etc. can all work together under one domain. That’s more than fair. 2) Synergy Off the back of the integration, it’s also finding these synergies across the company now. As someone who also used to work in B2B sales with in-house manufacturing, I know how awful it can be when orders fall behind schedule and lead times start to dwindle. If a customer orders a RoboTeam UGV, a Talon DT300 and an Iron Drone system, how difficult will it be for Airobotics, RoboTeam + Rotron to work together from Israel/UK to meet lead times? If there’s a delay in one area, it delays the whole order. It’s a common issue but it’s amplified by the scope of companies and their geographical locations, it can quickly become a headache. Again, $PLTR’s AIP will support this and they hired Efrat Lazry from Rafael who’s one of the best in the business - but, again, the market is waiting to see how this all works together. 3) Manufacturing Very similar but slightly different to the above, manufacturing capabilities. $ONDS have massively expanded their manufacturing capabilities to meet demand, whether that be by partnership or acquisition. But again, they’re spread across Israel, UK, Germany, US - and a large majority of this is outsourced. If we receive a large tender for thousands of drones, CUAS equipment etc. in the US for example, and it has to be manufactured in the US, how would that work? Do we rely on Mistral, DMS, American Robotics, DZYNE to meet the demand? Can we manufacture everything that we need to meet demand essentially. —————————————— I’m not a puppet or a mouthpiece for $ONDS. I do have my concerns. The difference is that I trust @CeoOndas and the senior leadership team to address these concerns in the mid-long term. I don’t have to be on here every day repeating the same concerns, as it doesn’t change anything. $ONDS is a future leader, and I plan on being along for the ride👊🏻

@realEstateTrent Here’s your response: My Lordship, I have been encumbered by your call to arms and have thus dropped thee from my call to feast at the table of successful strategy. Adieu

I reached out to a property owner to ask them if they would consider selling - and shared our track record of 46 deals purchased. This was the response I received:

@itschrisray Not yet... but soon.

Okay $ONDS 👀

@APompliano Give it a quarter. A fake Iranian truce backed by paper oil shorts while draining SPR. The day of reckoning is coming.

Inflation is falling. As I predicted, inflation was not going to skyrocket and all the doomsday predictors would be dead wrong.

@MikeCalcara Big brands w/major issues: Hyundai Theta II GM Vortec V8 Navistar MaxxForce Ford PowerShift Toyota Sludge Fiat EcoDiesel Ford EcoBoost Volkswagen/Audi Turbo Chargers Nissan CVT Honda 1.5L BMW timing Subaru bearing Mercedes Balance Shaft Porsche Bearing Ford 6.4 Tesla Wheels

@MarketKapper That sounds like a crappy warranty for sure

Hot take: The 1-2 year old used car isn't always the best option everyone assumes it is. A 2-year-old car with 25k miles might only be $6,000 cheaper than new. But you've lost 2 years of warranty, you're financing at a higher used-car rate, and you have no idea how hard the previous owner drove it. Meanwhile the new one usually comes with $4,000 in manufacturer incentives, a full factory warranty, a lower rate, and the option to lease. This math made sense in 2015. It doesn't always anymore. You're giving up a lot to save a little.

@ChefGruel Yes, but my back will stop hurting.

PSA: They won’t let you off the plane any faster if you stand up in the aisle the second the plane lands.

@dig_deeper1 Check probate or delinquent taxes.

@MarketKapper There is one close to a Fourplex I have. A Fourplex burned up there and demolished it but the owner hasn’t built anything in 3 years. I wonder what’s the play there

Trying to find another lot to build another duplex. Maricopa county The lot has to be $50K If you have one let me know. Has to have water and electricity nearby

@DennisBlock In Arizona, a stay of less than 30 days is considered a hotel stay. You can just call the police and have them trespassed. No eviction necessary

Caution for Airbnb hosts and short-term rental owners: Individuals who do not qualify for traditional rentals are increasingly targeting platforms that do not require credit checks or security deposits. Once in possession, they may fail to pay rent, forcing owners into costly eviction proceedings

@LoganARobison Quite a few unicorns in Utah

I was at the private airport in Bentonville with my son one day when a beautiful, dark green jet pulled up A young couple got off with their 2 young kids. Parents probably in their late 30s / early 40s. The family walked to the side of the plane, opened a hatch, and pulled out mountain bikes and some carry-on luggage A G-Wagon pulled up next to the plane and they loaded their bikes I thought “that’s odd, you never see young families with kids in private jets. Especially coming to Bentonville.” I’m nosey so I looked up the tail number. Of course, the plane was flying in from Utah. About 10 minutes later the two kids came over to the playground where my son and I were. My son, like me, is also nosey. “What’s your name?” “Where are you from?” Turns out, the family flew in for the weekend to do some mountain biking in Arkansas. The kids said they have a home in Utah and Colorado. The kids acted like this was totally normal for them. I was floored. Now, what type of profession allows you to have two homes and fly your elementary-age kids private to Arkansas for some weekend mountain biking?

@wave3trades $41 on deck?

$ASTS I won’t lie when I say it’s starting to get difficult When a company wins a massive contract, continues to launch satellites, has over $3 billion in cash and the only negative catalysts comes from another companies rocket blowing up And the stock continues to dump It almost feels like there’s no hope I am extremely bullish $ASTS long term and I will never sell, but right now is a time to be patient This inefficiency will correct itself in due time

@nickgerli1 Immigration will make up the difference over the long term. No shortage of those who want to earn the American dream.

One of the most concerning trends for the U.S. housing market is the declining birth rate. The birth rate fell to barely over 1% of the U.S population in 2025. At the same time, the death rate is increasing. And by 2034, the U.S. will likely have more deaths than births. (aka organic population decline) This combination will lead to structurally weaker housing demand and more supply. A 60% decline in birth rate since 1991 means fewer homebuyers in the future, and fewer families looking to upsize. An aging population with a higher death rate means more inventory through estate sales. Most people in real estate aren't paying attention to this trend, but it will dramatically reshape the U.S. housing market in the future. Check Births v Deaths for your city on Reventure mobile: sreventure.app/download

$ONDS has a 2X ETF Bull. $ONDL ... this looks ripe for a rip of a bounce.

@DudeWhoInvests margin calls and deleveraging. Now, peep the quantity of trillions of dollars Americans have in cash on the sidelines.

Gold is falling Bitcoin is falling S&P 500 is falling Nasdaq 100 is falling Semi stocks are falling Housing prices are rising 10 Year Treasury is rising Where is all the money going??

$ONDS 4HR. Still not concerned with this growth stock going through a drawdown. Acquisitions have been accretive & the company has solidified its bright future. This just looks like a Bear Trap on the W outside the symmetrical triangle. Falling wedge, breakout, retest on 4HR.

@PathwayToFI Pay bi-weekly AND make an extra payment (or two) each year. How does that math compare? 😇

A $500,000 house with 20% down will cost $558,000 in interest with a 7%, 30-year mortgage. In the first 4 years you’ll pay $109,636 in interest and only $18,102 in principal. This doesn’t count insurance, property taxes, or any other costs of owning a home. Is a 7% mortgage the American dream? Or is it Bank of America’s dream?