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Stand Trading
1.2K posts
Stand Trading
@StandTrading
Sharing market insights for everyday investors | Long + Swing Trading | Emphasis on Technical Analysis | Early $ONDS | Never financial advice
Katılım Mayıs 2025
126 Takip Edilen964 Takipçiler
Bots before Boots... integrated systems of systems
This is the way 👇🏽
Ondas Inc.@OndasHoldings
A new phase in ground operations. Introducing "Iron-Wave" — a modular robotic unit built around a centralized control hub, integrating multiple unmanned platforms into a single operational system. Designed to extend operational reach, reduce risk, and enable coordinated control across complex mission environments with fewer operators. Within the Ondas ecosystem, advanced sensing, ISR, and counter-UAS capabilities can also be integrated, expanding the system’s operational flexibility across defense and security missions. $ONDS Deploy & Dominate.
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$ONDS
Watch the FOMO start kicking in now...
Past weeks have been some of the lowest sentiment that I have ever seen for the stock.
This morning, they crushed earnings, and people now want to get back in.
Let's go!
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Stand Trading retweetledi
@MoranElderLaw @mama_bulls They are trying to get acquired or merged.
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@mama_bulls @StandTrading Financials are horrible, only thing worth mentioning is a possible acquisition or merger. If that doesn’t happen. The ceo who’s been allowing insiders to short the stock will likely get voted worse ceo of the decade.
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🚨 $GPRO loking to be acquired = potential squeeze🚨
$GPRO earnings reveal they are trying to be acquired after announcing exploration into the aerospace and defense industry a few weeks ago.
With high short interest (15%+ of float), the stock is usually lumped in with the volatile meme stock group.
Historically, price has surged on retail hype and this will be no exception.
Stock jumped nearly 30% AH before being halted...
Tomorrow could get interesting...
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@meisterbro76 Agreed. Stock jumped 30% AH before being halted
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@YoYInvestor Sorry then I must have misunderstood the point of the post.
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$RKLB & $ONDS VALUATIONS: A SIMPLE THOUGHT EXERCISE 🧠🤔
$RKLB has surged 54% since reporting earnings on May 7th.
It now trades at ~$120 with a ~$70B market cap.
Forward P/S on 2026 estimated revenue: 80x.
$ONDS reports Thursday.
Forward P/S on 2026 guidance: 12x.
I realize these companies are not perfect comps, but both are high-growth companies in what I'd call adjacent sectors, both are pre-profitability, and both have exploding backlogs.
Thought exercise:
If the market assigned $ONDS the same forward P/S multiple it currently assigns $RKLB, the implied price would be $62.56, a 566% move from current levels 🤯
At half that multiple: $31.28, a 233% move from current levels.
At one third: $20.65, a 119.7% move from current levels.
At one quarter: $15.56, a 65.5% move from current levels.
This is a highly simplified comparison, but an interesting observation, if nothing else.
The market is paying 6.6x more per dollar of forward revenue for $RKLB than it is for $ONDS right now.
Is this truly justified, or is the market severely mispricing $ONDS?
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@StandTrading where was the rumor bud
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$UMAC looks like the rumors were true!
Unusual Machines purchases Upgrade Energy to add battery expertise to their list of domestic drone part production.
$UMAC is my favorite "selling shovels during the gold rush" play for the drone movement.
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@BMSInvests AVAV getting destroyed. Still don't understand why.
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I think several $ONDS shareholders need to be reminded of this quote by the greatest investor of all time.
Ask yourself if you're buying as a short-term trade or want to see your returns in 5-10 yrs.
Patience can turn a -30% position into a 4x position if given enough time.
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Feels like everyone on X is bullish on $CBRS IPO…
Which makes me suspicious that it won’t go exactly how people expect.
Omer Cheema@OmerCheeema
BTW, Polymarket is projecting Cerebras to close above $50B market cap by the end of day 1. That would be about 100% above the target valuation of $26B.
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@StandTrading This is the key point.
The threat is cheap, mobile, and scalable.
The response cannot be one-off hardware. It has to be layered, integrated, and deployable across real infrastructure.
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$ONDS the need for C-UAS solutions to protect critical infrastructure is growing every day.
Ondas' Iron Drone Raider and Sentrycs systems are the solution.
Open Source Intel@Osint613
Israel needs to get these flying anti-drone shot guns.
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Will the balance sheets show the amount they lose from these things being thrown in rivers?
IPO Newsroom@IPONewsroom_
LIME JUST FILED FOR ITS IPO The electric scooter and bike rental company filed Friday under its corporate name Neutron Holdings. The growth story: • 2023 revenue: $521M • 2024 revenue: $686.6M • 2025 revenue: $886.7M • Surpassed 1 billion lifetime trips in 2025 • Operations: ~230 cities across 29 countries • Founded in 2017, backed by Uber The profitability problem: • 2025 net loss: -$59.3M • Q1 2026 net loss: -$61.3M (already wider than all of 2025 in one quarter) • SEC filing flags risks including "history of net losses" and inability to "achieve or maintain profitability in the future" Context: Lime's competitor Bird went public, then filed for bankruptcy in 2023. The path to profitability in micromobility has been brutal. CEO Wayne Ting in his letter to investors said the IPO is meant to fund continued growth.
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@StandTrading Gotta be honest
I like the stock too
I own the stock
Still heavy major in that Gamestonk thing though
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$GPRO being used by astronauts.
Cool product.
Great name recognition.
Moving into defense/autonomous systems.
I like the stock 🤷♂️
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