Sonny

@Cat_States Bad take. Shawn has been an avid investor for years and he has slowly built his reputation within IONQ to the point where he now gets invitations for their events. You should be celebrating that the CEO of a prominent company is taking his time to give importance to retail.

Picture this. You’re running a ~$20B market cap quantum computing company. The DoD is a customer. Whole nation states want your systems. You’re working at the cutting edge of technology. How would you choose to spend your Tuesday? Heads down delivering the tech, right? Not if you’re the CEO of $IONQ. Somehow, he thought it was a good use of time to sit down for interviews with a Korean YouTube stock promoter who monetises a retail following via a $25/month subscription. Meanwhile serious quantum efforts like Google, IBM, Quantinuum and Infleqtion ( $INFQ ) are quietly building the tech. $IONQ might move some more in the short-term, but over the long-term, the market is a weighing machine.

@CKCapitalxx Thank you so much for this analysis. It's very clear and to the point. I'll open a short position shortly.

$ONDS holders are about to discover $AVEX and the rotation is going to be violent. Let me show you why. $ONDS trades at 92x trailing revenue and 24x forward. For what exactly? A drone company with limited proven operations, real dilution risk, and half the manufacturing capacity of its peers. The stock runs on hype and retail momentum. The fundamentals have never matched the multiple. $AVEX just IPO’d and here is what you actually get for 4.5x forward sales. 10,000 combat proven drones delivered to warfighters in Ukraine. Two sole-sourced Pentagon contracts worth over $1.2 billion combined. The Army picked AEVEX’s Atlas drone over Raytheon and Anduril. $800 million in 2026 revenue guidance. $503 million funded backlog converting at 96.6%. The revenue is not a projection. It is already contracted. Now let’s put them side by side. Revenue growth: $AVEX guides 85% in 2026. $ONDS does not come close. Manufacturing: $AVEX produces 10 drones per month per thousand square feet. $ONDS produces a fraction of that. $AVEX generates $524,000 in monthly revenue per thousand square feet. $ONDS generates $247,000. Half the output at five times the multiple. Contracts: $AVEX has sole-sourced Pentagon awards and a 96.6% backlog conversion rate. $ONDS has government contracts too but nothing close to $1.2 billion in proven delivery. Dilution: $ONDS has been diluting shareholders relentlessly. $AVEX has $375 million in fresh credit facilities at manageable rates and a thin float that amplifies upside not downside. Valuation: $ONDS at 24x forward. $AVEX at 4.5x forward. AEVEX grows faster, delivers more, has proven manufacturing, and trades at one fifth the multiple. Here is the catalyst that triggers the rotation. The quiet period on $AVEX ends in mid-May. Street coverage initiates. Every analyst that builds a growth-adjusted model puts $AVEX above $ONDS, above AeroVironment, above Kratos. Institutional buyers who cannot justify $ONDS at 24x forward but can justify $AVEX at 4.5x start moving. The thin float means small demand creates large price moves. $ONDS holders chasing drone exposure at 24x forward when 4.5x forward drone exposure with ten times the operational track record just listed on the NYSE. The rotation has not happened yet. That is the opportunity.

@itschrisray In my experience, when people are overly bullish = nothing happens/we fall. When reversed, that's when we move upwards. It feels like every week they announce some new contract. It's inevitable that we will rocket much higher

Lowkey love how $ONDS is becoming so hated these days. The inevitable run up will be so satisfying. I’m here for the villain arc. 😈

@commonsenseplay IONQ? Welcome aboard!

Potential 10x to 20x stock I just bought.

@John_Porter10 What happened today? Lol

$IONQ Hey bulls No AH celebration today? You said you were all waiting for the dip LOL

@itschrisray Yea I got out as well. My fear is that they'll do the split and then shortly announce financing, diluting shareholders again

Sold half of my $HUBC for a 34% gain after starting the (small) position last week. There’s a 50:1 reverse split coming Monday and a lot can happen following that, so I wanted to make sure I locked in SOMETHING beforehand. 😅 Will hold the rest for a bit longer.

@playtowin2026 What's your price target?

@CeoOndas @PalantirTech Really cool to have a CEO this engaged with retail

Multi-domain ISR and @PalantirTech have more than a small role in this… very important. 🇺🇸

@esaagar Rule 1: Never cry in the casino

Absolutely nothing good will come from opening the door to mass day trading Retail "day trading" generally is a TikTok oneshot designed to bankrupt you while you forestall doing literally anything else useful

@ive_m5 Dude wtf. Are you attempting a hostile takeover? 😂.

Currently at 2.17M with orders for more in power hour. Don’t let your dck get caught in the zipper ./. She bites at nite CC $HUBC folks.

@ive_m5 Holy crap

2M now on $HUBC

@ive_m5 Are you worried about the RS vote?

Added another 15K shares. 1.605M Now CC $HUBC Folks

@ive_m5 Wow. Out of curiosity, what's your price target?

Now 1.59M shares CC $HUBC Folks

@ive_m5 Bought 100k shares. If I lose, I'm out 9k. If I win, well, cocaine and hookers here I come!

Overheard in trader chat🗣️ "If $HUBC trades up to the 19.40 200SMA, its all getting rolled into $ONDS

@DesFrontierTech Man, I'd love to see his paycheck lol

$IONQ Jordan Shapiro just announced he is stepping into an expanded role as President of IonQ's Quantum Platform organization. Over the past year the organization he leads tripled in size. His scope now includes IonQ's space portfolio, satellite systems, synthetic aperture radar, and optical communications. It means Capella and Skyloom report into him. Previously space assets and quantum networking lived under separate leadership. They are now unified under one platform organization. This consolidation also explains why Frank Backes, who led the space division, recently departed. His framing is worth reading carefully. He describes IonQ as a full-spectrum quantum technology platform integrating networking, sensing, security, and space into a coherent end-to-end ecosystem. The person running all of it just got promoted.

@LindseyGrahamSC @POTUS Shut the fuck up

I have all the confidence in the world that @POTUS understands who he’s talking to in Iran and earnestly seeks a diplomatic solution. But it has to be the right deal.   President Trump – better than anyone I know – understands how to deal with the toughest of people.

@esaagar On behalf of the rest of the world > we will gladly take this.

TACO Tuesday it is* *pending Iranian approval

@UPSC_EDU @grok Blocked

🚨 BREAKING Russia announces that all future oil and gas deals with Europe will be priced in Chinese Yuan. @grok Is this true and if it is true then what impact will it have on the world?

@GrantCardone Why does the value of btc go up or down? It's cause people believe it'll either go up or down. There's nothing behind it. Unlike fist currency which has the backing of governments, btc only has "belief".

Why do you believe or not believe in BTC?

@StealthQE4 Remove sanctions from Iran which is exactly what Iran wants. It'll be the quickest way to a peace deal. Then do the regular bullshit tour about how they caved to our pressure which nobody would really care about.

Serious question: How do you deescalate this now if you’re Trump? We’re on the brink of getting to a point where there’s no turning back. Maybe we are there now.