Mickey

@HyperbeamTCG Deoxys will eventually be over 100

Cards that would be over 100$ if they were in Ascended Heroes

@MickeyStonk Which way is the question…

$ONDS likely heading back down to the bottom of the pennant, which sits around $8.90. Definitely a coiled spring, but this stock has just been insane 😂

@itschrisray I was building that into a secret piece of the investing thesis. Now that they aren’t allowing it on the sheet, hopefully this allows the company to get defense tech multiples and not comms. It would take a year or two for it to even move the needle in the grand scheme.

Been a very busy weekend for me but I wanted to make sure I commented on this since it’s a pretty significant event that changes the $ONDS thesis to some extent. From this point forward, $ONDS will not recognize any top-line revenue from the Ondas Networks business. To summarize what happened: • Ondas Networks executed a separate funding round called the 2026 Networks Offering. • During this round, outside preferred shareholders exercised warrants to buy a massive amount of voting shares directly inside the Networks business (not the parent company). • Ondas Inc.’s ownership in the Networks business was diluted down to 47.5%. Because they own less than 50% and no longer have "unilateral power to direct the activities," they were legally forced to deconsolidate the business. • Accounting rules required Ondas to revalue its remaining 47.5% stake to "fair market value." This created a $51.5 million paper profit on the income statement. Ondas Inc. can no longer carry any assets from the Networks business on their balance sheet. • Because Ondas Inc. only owns 47.5% of the Networks business, Ondas Inc. will no longer report Ondas Networks' revenue on its top line. Instead, they’re using the Equity Method of accounting. Ondas Networks is now treated like an "unconsolidated affiliate" (an investment). • If Ondas Networks wins a contract and makes $10 million in net profit, Ondas Inc. will not show that revenue. Instead, they will simply record 47.5% of the profit ($4.75 million) as a single line item called "Income from Unconsolidated Affiliate" under Other Income. Losses will appear similarly as well. • $ONDS shareholders now hold a purely defense focused business with a passive 47.5% stake in a rail tech company that won’t generate any cash income, just paper gains/losses. My personal thoughts on this: I begrudgingly accept this, not only because I don’t have a choice, but because I originally invested in $ONDS for the drone business and not its Networks business. Still, I can’t help but feel a little disappointed since I saw the Networks segment as a call option for the business as a whole - much like Eric has said in past interviews. I’ve always been betting on the drone business, but a massive revenue surprise to the upside was always in the cards from Networks - until now. Yes, $ONDS still owns a fairly large stake, but not a controlling one. Like I said in the summary, our slice of the Networks pie can grow and shrink as that business grows/shrinks, but we won’t actually see any revenues from it anymore. Ondas Inc. would have to get paid dividends by Ondas Networks, or there’d have to be some sort of liquidity event in order to realize any cash on the Ondas Inc. income statements. Some of the positives: • Networks was burning cash. That stops showing up on income statements for $ONDS now. • A pure-play defense tech business can command a higher valuation than a mixed defense tech/radio hardware conglomerate. • $ONDS is now protected from any execution risk Networks might experience in manufacturing and deployment of its systems. • Networks can grow and raise funds without diluting $ONDS shareholders. ————————————————— What do you guys think about this change in the business? Happy, sad, indifferent? I was initially upset, but like I said, ‘begrudgingly’ accept it now. I think we can expect $ONDS to be a little lighter on its feet and move even faster in the months and years to come.

@itschrisray I think it is natural to have a pullback after we traversed the 3 month range in one day. Buy the bottom and sell cc at the top. I’ll keep accumulating

Lot of people upset that $ONDS is now down 4% today… even though it ran 26% yesterday lol. Heavy red day market-wide too… I think $ONDS is doing just fine. 😌

Bots before Boots... integrated systems of systems This is the way 👇🏽

@itschrisray It's hard to find the right one when the volatility of this sector is insane.

Many uranium/nuclear energy stocks are now approaching 8-10 month lows. The selloff in this sector continues despite positive sentiment coming from the White House. Can’t help but think we’re approaching a bottom in this sector. Very interested, but not sure how to play it. 🤔

@SharkChart You've been crushing the accumulation! Picking up some tomorrow with call profits too.

flipped calls to shares, now 2102 shares @ $7.50 avg $ONDS

@YoYInvestor @bodoxstocks I bought heavily today! Tasty dip screw the 200d tap!

@bodoxstocks Where the hell did the bulls go?!

Daily $ONDS recap 🚀 ✔️ Up almost 4% ✔️ 44M+ volume day 1 of the „week of truth,” as some fellas out there are calling it. I wouldn’t go that far, but hey. to each their own. positive start with a nice red-to-green move. drones, sector, high beta names are ripping today, some up double digits. strong way to start the week. again no PR, but honestly… it wasn’t needed today. I think it’ll stay just as quiet until Thursday… even more interesting. let’s see what’s coming… …we’re still so early 💥

@PokeTeeJay Can everyone stop hyping Crown Zenith until I finish my GG master set 😭

Crown Zenith > Prismatic Evolutions & Ascended Heroes combined I said what I said

@nzvision Firestorm labs isn’t an ONDS subsidiary. They simply invested in them.

@MichaelPBento Who needs oil when ai infrastructure will save us all

Let me get this straight, SPY has rallied 100pts in the span of a month, during the beginning of biggest oil crisis the world has ever seen, and you all think this is normal and just fine?

@iamsohot2020 @SteveUrkelDude Yes institutions are totally diluting us!! How dare they!! 🤡

@SteveUrkelDude my system doesn’t see any breakout. it sees breakdown instead. institutions use every pop to sell their bags/dilute. no stocks will break out when institutions leave the room/hand out bags

Serious question for people that know $ONDS better than I do. The chart is set up to breakout yet it can never find the follow through - price rules all. Why can’t this stock / chart catch any momentum?!

@SharkChart @SteveUrkelDude Let them sell those shares to me 🤑🤑

answer is simple imo- overcrowded trade. ondas holders started telling everyone to buy in november-january and many did, now you have a ton of people holding who don’t know a ton about the company and are looking for a quick profitable trade and are waiting to exit, these holders are getting impatient so every rip is getting sold off aggressively as traders look to get out and chase other plays. when the selling dries up and all that’s left is actual conviction holders, then we start to move. until then rips will get sold by those holders who have been waiting to sell. an explosive candle is imminent IMO

@TheBronxViking Sounds like the perfect time to finally get invested once this all pans out.

When you realize that the only real way $GME can mathematically afford to buy $EBAY runs through shareholders once again catching the big D

@barkmeta ...and this is why I started a collection last spring. Saw the writing on the wall.

3 years ago this Pokemon card was $250. Today it sold for $15,000. If you put that $250 into stocks you’d have $337. Into Bitcoin you’d have $850. Collectibles are quietly becoming the best performing asset class on earth. Pay attention 👀

@itschrisray LPTH will shine in '27, maybe a bit this year too. Finally added long exposure and will do again if it drops more.

Names I don’t own that I’m at least vaguely interested in: Defense: $LPTH $SPAI $KRKNF Critical Minerals/Rare Earths: $USAR Uranium/Nuclear Energy: $UEC $UUUU $LEU $XE Space: $BKSY $ASTI Aerospace: $BAER $MRLN $HWM

@BMSInvests it's hard when there are so many discount buys right now! Finally started my position in SRFM. Got LPTH yesterday, looking for ONDS call buy soon

What’s everyone buying today then?👀 Personally, I’ve bought: $ONDS $SRFM $UAMY Eyeing up new positions in: $LPTH $KRKNF $SPAI $PRZO $HYPR doing well today also on my watchlist as they introduced India’s first portable MRI.

@itschrisray Been wanting a pullback and was able to snag shares. Blessing today

$LPTH down 20% today… 🤯 What’s the news?

@YoYInvestor Thought the same thing and sold 30s today. Don’t want to look at it anymore and catch some solid premium.

$ONDS Wrote a lot of the $27 calls for January 2027 at $0.70 🔥