Mike Romano

The quality of technical talent coming into Opendoor these days is just exceptional. Folks who are on my all time hit list are all saying yes.

$ONDS CEO Eric Brock: “I have one bet. It has to work.” 🔥 @CeoOndas used to manage a portfolio of up to 200 stocks at a time. If something wasn’t working, he could sell it. There were still 199 others. This isn’t an option anymore. As he told @SonnySidePonds in the @Zero_Hour_Group interview: “I have one bet. It has to work.” 24/7, his energy and attention is now on a single name: That’s Ondas. This is the kind of extreme shareholder alignment you should be looking for from your CEOs. Not financial advice.

$OPEN

Imagine a company that makes a new deal everyday of the week. $ONDS 🚀

@itsRobertBurns @CeoOndas Amen

Appreciate you @CeoOndas You’ve already changed many for the better and you will continue to do so! May God continue to grant you and your family; wisdom, great health, & favor!

New $IREN Deep Dive: Childress Unlocked I’ve spent the last couple of weeks writing the most important $IREN deep dive I’ve published to date. Air-cooling at Childress is a MUCH bigger deal than the vast majority of investors and analysts realize. Honestly, $IREN price targets across the board should be well above $100 at this point. But Wall Street missing the forest for the trees is nothing new. I’ve extensively modelled out the company’s near-term pipeline using conservative assumptions (below management’s guidance), and it’s clear as day that the market isn’t properly pricing in $IREN's industry-leading earnings power. $IREN is going to make BILLIONS of actual net income over the coming years… not just meaningless EBITDA or top-line figures, but real profits flowing to the bottom line. If anyone is the next hyperscaler, it’s $IREN. Remember, real hyperscalers are actually profitable… At the same time, every investor should be aware of looming industry risks that affect all neo-clouds in the sector and evaluate how they could impact the investment thesis. That’s exactly what I’ve done for all our readers. These are the topics this new report covers: ➞ Breaking down the new GPU orders + new guidance ➞ Implications of air-cooling ➞ Extensive pipeline modelling ➞ Comprehensive analysis of the new $6b ATM ➞ Risks to the investment thesis ➞ + Plenty of bonus topics This 40+ page mega deep dive covers everything $IREN investors should be aware of today. It’s written in a very reader-friendly way, with many graphics & embedded video clips throughout. I chuckle when I read so-called “analysts” on X give their takes on $IREN after doing nothing more than surface-level analysis (at best). Most investors have no idea where this is heading… If you’ve read the new deep dive, I’d love to hear your feedback in the comments. Appreciate all of you, cheers! ✌️ agrippa.investments/p/iren-childre…

$OPEN Appetizer: ✅ Main course: 👀

I still have yet to make a purchase from Friday. Still holding additional cash waiting for a solid opportunity. If we continue upwards that’s fantastic, if not I’m ready to deploy. Let’s see what happens ✍️ $TSLA $PLTR $IREN $ONDS $OPEN

@JOptionEngineer Been buying! Just holding some cash from Friday

@MikePLTR Already a time to buy

What a beautiful sight. A little lower and it’s time to buy. $ONDS $OPEN

$ONDS is expanding and bringing in growth capital. Industry disruptor in the making. We see it, analysts see it, informed retail sees it.

@CKCapitalxx Imagine selling this company. Come onnnnnn 🫡

As an early $ONDS investor who isn’t in anymore. $ONDS definitely looks interesting again. New contracts weekly.

$ONDS is becoming the $RKLB of defense. Every “smart investor” called $RKLB overvalued at every step of the way. The stock kept climbing because the business kept executing. Rocket Lab owns the full stack in space: rockets, satellites, components. That vertical integration is exactly why it commands a premium. Ondas is doing the same thing in drone defense. American Robotics handles autonomous drone ops. Ondas Rail covers ground infrastructure. AIROBOTICS plugs into critical security. You’re not buying a parts supplier. You’re buying the platform. The market keeps debating the valuation. The backlog keeps growing. Premium multiples go to companies that own the whole solution. $ONDS is quietly building that. $ONDS $RKLB

The awakening has begun. Get in $ONDS while you still can 👀

$ONDS This is surreal to watch. Jordi Visser is a 30+ year Wall Street macro veteran. Anthony Pompliano is one of the most influential voices in finance, and shapes how millions of investors think. Both are discovering Ondas right now. Just look at the smile on @APompliano’s face as he describes Ondas to @jvisserlabs. We’ve known about this. We’ve been here. This is what the early innings of a decade-long investment cycle looks like. Thanks to @randyallen74 for sending me this interview 👊🏼

@doyerfan55 Let’s revisit this in a couple years

@MikePLTR You can’t insert AI into a process led by human emotions. It’s a death wish for $OPEN and why I sold.

$OPEN is extremely undervalued right now. Many people who are not paying attention still believe this is a meme stock with no future. We are so early. All you need to do is watch the last $OPEN house earnings call and it’ll become clear that this company means business ✍️

@ClearedAsFiled @nejatian LOL now do all other growth stocks

@MikePLTR @nejatian Open is down 16% year to date. Mr. market is not excited about this plan.

@doyerfan55 Based on what? AI is reviving the company, opening up new opportunities and has ignited new faith from shareholders

@MikePLTR It’s a good idea, but obviously failed business model. Introducing “AI” into the model makes things worse than they already are.

@ClearedAsFiled They have only had 2 quarters under @nejatian … relax

@MikePLTR Open has never made a profit. Ever.