

Tyler Fumero
551 posts

@TylerFumero
Specializing in asymmetric plays | Front-running tomorrow’s narrative, NFA









$ONDS gives me exposure to the autonomy layer of drones through drone-in-a-box systems, autonomous networks, counter-drone technology and command-and-control software. Ondas could become a broader autonomous defense platform across aerial drones, counter-UAS, ground robotics, ISR, border security and other mission-critical use cases.

🚨 $ONDS MODUS: A NEW MOBILE COUNTER-DRONE PLATFORM DESIGNED TO PROTECT MANEUVER FORCES IN CONTESTED ENVIRONMENTS 🔥 Another article has surfaced that discusses the new "MODUS" system by $ONDS, reportedly a separate system-of-systems offering from the already-disclosed Iron Wave combat robotics unit. Of course, full credit to @bodoxstocks for the find 👊 "It is just a holding company." "It's a fragmented hardware roll-up." "How do they actually get these systems to work together?" "What is the proof that the system of systems thesis is real and not just a narrative?" We're starting to get real answers to all of these claims and questions. "The company introduced the systems, called MODUS and IRON WAVE, ahead of the Eurosatory defense exhibition in Paris. According to Ondas, both platforms use artificial intelligence to help military units detect threats, coordinate responses, and operate more effectively in complex combat environments." "Ondas says its new platforms are designed to help military units respond more quickly by combining sensing, decision-making, and autonomous operations into integrated systems. The company describes the approach as moving away from stand-alone technologies toward connected combat ecosystems that can adapt to changing threats." MODUS is not a new acquisition, it appears to be the $ONDS counter-drone stack integrated into a single autonomous platform that moves with maneuver forces and operates in contested environments. "According to Ondas, the system combines multiple technologies into a single platform. These include radar, electro-optical sensors, cyber detection capabilities, GNSS disruption tools, autonomous interceptors, and other counter-drone effectors. The goal is to create a sensor-to-shooter system that can detect and respond to threats with minimal operator workload. The platform is specifically designed to address emerging threats such as fiber-optic-guided drones, which cannot be defeated through traditional radio-frequency jamming methods. Ondas says MODUS uses real-time sensor fusion to continuously assess the threat environment and coordinate the most appropriate response." “Operational environments are changing faster than traditional deployment cycles can support,” said Eric Brock, CEO of Ondas. “Military forces require autonomous systems that can be rapidly integrated, adapted to evolving threats, and deployed directly into frontline operations. Our focus is on accelerating the transition from operational requirements to deployable battlefield capabilities.” The announcement reflects a broader trend across the defense sector. Military organizations worldwide are investing in autonomous systems that can be fielded quickly and updated frequently in response to lessons learned from active conflicts. Counter-drone technologies and robotic ground systems have become particularly important as armed forces seek ways to reduce risk to personnel while maintaining operational effectiveness. A major bear argument is that $ONDS could not integrate its acquisitions into a coherent system. MODUS and Iron Wave are dismantling that argument. Two integrated autonomous systems — built from the technologies $ONDS has been assembling — have confirmed that the system of systems thesis has crossed from concept to operational reality. We have confirmation from the Q1 earnings call that Iron Wave is already deployed, and we knew other system-of-systems offerings were under development. It increasingly looks like MODUS is that other offering 🔥 And yeah, $ONDS is THE first-mover in the world of combining sensing, decision-making, and autonomous operations into integrated systems. Note: we are still awaiting formal disclosure of MODUS from the investor relations team. dronelife.com/2026/06/04/ond…










$ONDS 🇷🇴 SAFE billions meet a very real drone threat. Romania is looking for local integrators. STARC4SYS sits in the right ecosystem. Sentrycs is already partner. Connect the dots… that’s a pretty clean strategic fit. After a Russian strike on Ukraine, drone fragments found in Galati, damaging power pole and nearby building. this area was later evacuated because the debris could contain explosives… Romania shares a 650 km border with Ukraine and has seen repeated Russian drone incidents in its airspace. According to Reuters, this was the first time actual property damage was confirmed. thehindu.com/news/internati…



The New York Metropolitan Transportation Authority has awarded Siemens Mobility, in collaboration with rail transit system electrical contractor L.K. Comstock (LKC), a contract to upgrade New York City Transit’s Fulton-Liberty Lines with advanced Communications-Based Train Control (CBTC), Siemens reported April 27. “The nearly $390 million contract for Siemens Mobility will modernize 23 stations along 65 track kilometers [40 track miles] with Siemens’ CBTC System, Trainguard MT, in compliance with New York Subway Interoperability Interface Specifications (I2S), replacing century-old infrastructure in Brooklyn and Queens,” the supplier said. “This transformative project delivers the capacity for trains to run as close as 90 seconds apart. It leverages next-generation CBTC technology to fully integrate interlocking and train control functions including 5G-based wireless communication. The new technology will boost capacity, reduce waiting times, and provide the flexibility to meet future demand, ensuring seamless operations and preparing the network to serve New Yorkers for decades to come.” Once the system upgrade is complete, Siemens Mobility said it will also take on a 25-year maintenance contract with the option for two additional five-year extensions.
