Tim Flood
3.1K posts








$ONDS is not a buy currently





JUST IN: Leopold Aschenbrenner just updated his stock portfolio for his Situational Awareness Fund This is every SINGLE STOCK he owned so far the end of Q1 (This does not include options) $878.7M of Bloom Energy $BE $724.4M of Sandisk $SNDK $556.1M of CoreWeave $CRWV $401M of Iren Limited $IREN $389.1M of Core Scientific $CORZ $320M of Applied Digital $APLD $142.2M of Riot Platforms $RIOT $104.5M of Cleanspark $CLSK $62.5M of Solaris sei-network:native $43.9M of T1 Energy $TE $38.8M of Bitfarms $29.8M of Bitdeer $BTDR $26.3M of Power Solutions $PSIX $21M of Corning $GLW $20.9M of WhiteFiber $WYFI $20.2M of $AMD $19.9M of Babcock and Wilcox $BW $18.1M of SharonAI $SHAZ $13.1M of Propetro $PUMP $10.3M of $SMH $8.9M of Intel $INTC $7.6M of Taiwan Semi $TSM $6.4M of Hive Digital $HIVE $6.1M of $ASML $5.9M of Micron $MU









🚨 $ONDS just filed a Form D with the SEC for a stock issuance tied to their Mistral acquisition. Key highlights: • Issuing ~$175 million worth of common stock as deal consideration • 10.29 million shares already delivered • Another ~$75M in shares coming in 3 installments by May 22 • Only 1 investor involved so far This is standard disclosure for a stock-for-stock acquisition. No new cash raise, just formalizing the Mistral purchase with equity. ir.ondas.com/sec-filings-em…










