whereispeco

@Uber_Support Extremely disappointed—scheduled ride 24hrs ahead from Trump Royale, confirmed this AM, driver Mike (Tesla BRZTU) cancels 10min before pickup. Missed crucial meeting! Why book ahead if dodgers aren’t penalized? Unacceptable! Fix this.

@elonmusk How have we not done this yet?

Next flight of Starship and first flight of V3 ship & booster is 4 to 6 weeks away

Breaking news. #GroundhogDay2026 #GroundhogDay

@DeepDive_KR #fpstate=ive&vld=cid:65729664,vid:HYYZgdZBTNc,st:0" target="_blank" rel="nofollow noopener">google.com/search?q=iron+…

$ONDS 🖼️Eric’s Big Picture – Is the Controp Acquisition Real? While everyone is focused on Ondas's low-cost urban cUAS solutions, CEO Eric is looking at a much bigger picture. In my previous post, I analyzed that the unprecedented $1B capital raise was likely bridge financing for a massive M&A. Now, rumors are swirling that the target is Controp. I wouldn’t dismiss this as just a rumor. The timing aligns so perfectly that I’ve summarized the key points below, based on this article: [calcalistech.com/ctechnews/arti…] -Context: The article itself discusses the Israeli government halting the acquisition of mPrest (which developed the C2 system for Iron Dome), but the bottom of the piece mentions Controp. -Background: Controp is a subsidiary of Rafael, the Israeli state-owned defense giant that manufactures and operates the Iron Dome. Can we really call a Controp acquisition a "Massive M&A"? Let’s look at why it makes sense: 1) Strategic Positioning within OAS Controp makes the "eyes" of the drone—the payloads equipped with EO/ISR cameras. (Note: Lightpath makes the lenses, which are like the retina). These "eyes" are a critical piece of the vertical integration puzzle for Ondas. Currently, Ondas has internalized most of the cUAS pipeline (detection, neutralization, and system control), but they still rely on third parties like Hensoldt for the "Identification" phase. 2) Maximizing the Utility of Rift-Wasp Ondas-Rift Dynamics’ Wåsp system is an attritable cheap drone. If Ondas acquires Controp, the Wåsp’s mission capabilities expand significantly. The Wåsp has a payload capacity of about 1.5kg, and Controp’s M-STAMP weighs just 1.3kg. It is one of the few high-precision cameras in the world that fits within that weight limit while maintaining top-tier specs. 3) Technical Edge: Cooled IR (Infrared) Most commercial drones (like DJI) use Uncooled IR sensors. These are great for short-range or close-up shots, but beyond 2–3km, the image gets blurry due to the camera's own heat. Controp, however, specializes in military-grade Cooled IR (MWIR, T-STAMP-XR series). This tech allows: -Accurate identification of enemies from 10–15km away. -Safe operations outside the range of enemy air defenses. -Crystal-clear tracking of high-speed jets without motion blur. -Laser-guiding missiles to their targets from the front lines. Since Ondas’s Drone-in-a-box system is designed for swappable payloads, they likely plan to mount these military-grade sensors on the Optimus EX-1 for high-level base defense. 4) Decoupling from China Under the NDAA, Chinese-made DJI payloads are being phased out. By acquiring Controp, Ondas would achieve full vertical integration using 100% Western/Israeli technology. Conversely, for Controp, becoming part of a U.S. company would be a huge strategic advantage for winning U.S. Department of Defense contracts. 5) Financial Impact Controp’s projected performance: -2023: $115M Revenue / $2.5M Net Profit -2024: $150M Revenue / $8M Net Profit -2025 Forecast: Net Profit of $25M (Estimated Revenue around $200M) This revenue level is more than double Ondas's own 2026 revenue guidance presented at the Investor Day. What are the chances of this M&A happening? The timing is too precise to ignore. Back in August, reports surfaced that AeroVironment ( $AVAV ) was negotiating to buy a 50% stake in Controp from Rafael, with a valuation between $600M and $1B. However, I believe Ondas may have jumped into the negotiations with an "All-Cash" offer, an overwhelming advantage. (As of December, $AVAV’s cash and short-term investments totaled only about $500M). Given the deepening relationship between Ondas and the Israel Ministry of Defense, it makes sense for Rafael and the Israeli government to prefer Ondas over AVAV. Furthermore, Ondas is packed with former high-ranking Rafael executives: -Oshiri Lugassy (OAS co-CEO): Former VP of Marketing at Rafael. -Dr. Irit Iden (Ondas Advisor): Former President of R&D at Rafael. -Yoav Har-Even (Ondas Advisor): Former CEO of Rafael. If Ondas evolves from an urban cUAS provider into a manufacturer of high-performance military drones and payloads, institutional investors will likely re-rate the company’s valuation entirely, AGAIN.

1  Ondas Holdings closed its approximately $1 billion registered direct offering on January 12, 2026, securing significant capital through the sale of common stock and warrants to an institutional investor, strengthening its position for strategic growth and acquisitions.

@danprimack just read your article “Trump government stakes give Midas touch to companies” The Pentagon gave L3Harris 1bn investment in Tuesday. The same day @OndasHoldings received 1bn from an undisclosed institution. Any thoughts to if it was the Pentagon?

@Barchart Such operations provide temporary cash against Treasuries to stabilize the $12 trillion repo market, but they are routine tools rather than a sign of crisis, unlike broader QE programs. No similar injection occurred on December 3 or 4 based on available reports.

BREAKING 🚨: U.S. Banks Fed Reserve just pumped $13.5 Billion into the U.S. Banking System through overnight repos 🤯 This is the 2nd largest liquidity injection since Covid and surpasses even the peak of the Dot Com Bubble 👀 Probably Fine, carry on

Who wants to move from NYC to Pa facebook.com/share/v/1W8HR4… #HamptonsRealEstate #hamptonsstyle #newtownpa #newhope #newhopepa #newyorkcity #mamdanieffect #buckscountypa #buckscounty #realestate #nyc #delawareriver #zaveta #zavetacustombuilthomes

@SenSchumer & @MikeJohnson should have a live debate on facts on @X not a fake debate a real date with facts and counter facts… @elonmusk can moderate. #debateonX

LIVE: WHO’s Health Emergency Appeal 2023 launch twitter.com/i/broadcasts/1…

$INO

LIVE: Media briefing on #WHOAcademy with @DrTedros and #France Health Minister @olivierveran twitter.com/i/broadcasts/1…