Everywhere is HOME
90.5K posts

Everywhere is HOME
@SimplyAntoni
Love WILL Conquer ALL
Everywhere Is Home Katılım Temmuz 2009
144 Takip Edilen697 Takipçiler
Everywhere is HOME retweetledi
Everywhere is HOME retweetledi

$ONDS is NOT the best counter-drone company to invest in.
$EOS.AX is a far better pick.
Here's why:
$ONDS systems are made to protect infrastructure from Drone attacks.
$EOS.AX systems are designed for combat and defence, also optimized against drone-swarms.
+ Technically monopoly for laser weapons outside US and Israel.
This means their pipeline is completely different.
- $ONDS: $800 million Pipeline
- $EOS.AX: $10 billion Pipeline
The difference becomes obvious when we take a look at the backlog.
- $ONDS: $68.3 million
- $EOS.AX: A$523 million
This is more than 4x $ONDS backlog.
But here is the part that actually makes $EOS.AX the better investment.
$ONDS and $EOS.AX generated $30 and $80 million in revenue last quarter.
$EOS.AX has
- A bigger pipeline
- A bigger backlog
- Space warfare capabilities which are not priced in
- Near monopoly for High-energy laser weapons in EU, Australia and South-east Asia
Yet $ONDS is trading at 4x the valuation.
I don't see a single reason to buy $ONDS over $EOS.AX right now.

English

@SymoneBeez I didn’t think it’ll happen so fast. Lol I don’t have the liquid I’d like to deploy. Lol
English

@sheslee Absolutely a sound point of view. The sideways chop could be generational to those with patience.
English

At these levels, the $PLTR story isn’t about growth anymore. It’s about whether they can actually dominate.
At 100+ PE, growth is assumed, contracts are expected. That’s all already priced in.
Anything below a ~$500M deal is unlikely to move the needle here; especially when spread over years… ~$100M/year will not rerate a $300B company.
I believe the market is looking for signs of structural dominance.
Maven mattered because it signalled exactly that… default status within the U.S. government, with clear paths to expansion.
But until we see more of that, this likely trades sideways for a while 🙏🏻
English
Everywhere is HOME retweetledi
Everywhere is HOME retweetledi


Nobody really knows and everybody’s just swinging for the fences.. F it! Why not you?
conduct|r@conductr_
People who went from insecure to genuinely confident, what was the one shift that actually changed everything for you?
English

@nickimoraa Field Specialists/Field Engineers in the oilfield.
English

I don’t really like youth sports(basketball).
You typically have 1 to 3 players on a team who look and play like they actually put efforts towards the game. Most of the other players are just there to be active.
Children playing youth sports just to be active is perfectly fine. If your child is serious you need to make sure they know the difference and act accordingly.
English

Everywhere is HOME retweetledi
Everywhere is HOME retweetledi

@SimplyAntoni @festus23619 because if they are nice to one and everybody sees there are no consequences then whats stopping 50 of them from just going up there maybe not at once but imagine being at a concert and u seen 50 mfs jump on stage the show aint gonna keep going
English










