Tyler Fumero

551 posts

Tyler Fumero

Tyler Fumero

@TylerFumero

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

Katılım Aralık 2021
207 Takip Edilen559 Takipçiler
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Tyler Fumero
Tyler Fumero@TylerFumero·
$ONDS – Execution on All Fronts 🚀 •Q2 2025 Revenue: $6.27M vs $5.18M est (+21% beat) •YoY Growth: +555% (6x last year) •QoQ Growth: +50% •Backlog: $22M (up from $9.4M in Q1) •Cash: $68.6M (strong balance sheet, reduced debt) •Gross Margin: 53% (defense hardware driving profitability) •2025 Guide: $25M revenue reaffirmed (+250% YoY) Drone & Defense Tailwinds •$14.3M Optimus order – largest in company history •Contracts spanning UAE, Dubai, Europe, Asia, U.S. •Exclusive U.S. rights to Norwegian Wåsp attritable drone – “mass lethality” capability for defense markets •FAA pushing BVLOS rules, opening the door for scaled autonomous drone operations •Trump admin’s Ensuring American Drone Dominance + bipartisan OBBA bill = sustained federal funding momentum Market Setup •Short availability dropped 3.8M → 3.2M shares in hours •Low float + record execution + policy tailwinds = primed for an upside move •CEO Eric Brock on deck for the earnings call — perfect setup for narrative fuel 📈 With record growth, global contracts, and multiple billion-dollar TAMs in defense and infrastructure, ONDS isn’t just in play — it’s executing like a future prime.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Key Events This Week: 1. Markets React to Strait of Hormuz Closure - Today, 6 PM ET 2. June CPI Inflation data - Tuesday 3. June PPI Inflation data - Wednesday 4. June Retail Sales data - Thursday 5. July Philly Fed Manufacturing Index - Thursday 6. July MI Inflation Expectations data - Friday 7. July MI Consumer Sentiment data - Friday 8. ~10% of S&P 500 Companies Report Earnings We have a highly eventful week ahead of us.
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Ondas Inc.
Ondas Inc.@OndasHoldings·
Autonomous defense for the world’s most critical missions Layered Defense for the Modern Battlespace $ONDS
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Tyler Fumero
Tyler Fumero@TylerFumero·
@YoYInvestor Literally did this math in my head earlier while having a beer on the beach lol, not opening the port today. Looking to load 25k worth of shares within the next week or two. Love your content thanks for the research and constant information.
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Sleuth 🔎
Sleuth 🔎@YoYInvestor·
$ONDS at $7.70 is trading at around a $3.85B market cap. With 500M shares outstanding and 2027 revenues estimated at $800M, $ONDS is trading at a Forward P/S of 4.81x. Strip out their ~$1.375B in cash, and you get a Forward EV/S of 3.09x. This is criminally cheap for everything baked into the share price no matter which way you look at it.
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Ondas Inc.
Ondas Inc.@OndasHoldings·
Ondas’s @Sentrycs is collaborating with @LockheedMartin to bring Cyber-over-RF counter-drone technology into the Sanctum C-UAS platform, supporting layered defense against evolving aerial threats. Its protocol-level approach lets operators detect, track, and safely control unauthorized drones without jamming, helping limit disruption to surrounding communications and infrastructure. $ONDS ondas.com/post/ondas-sen…
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Ondas Inc.
Ondas Inc.@OndasHoldings·
Ondas has secured over $40M in June autonomous defense orders, lifting Q2 orders above $150M across C-UAS, LMS, ground systems and defense services. Rotron’s UK-designed SkyLance, recently trialed under the UK MOD’s Project Brakestop, advances long-range strike within an integrated systems of systems architecture. $ONDS ondas.com/post/ondas-sec…
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Shay Boloor
Shay Boloor@StockSavvyShay·
$ONDS is launching LADOS which is a unified command-and-control layer that connects sensors, drones, robots and effectors for autonomous defense missions. Paired with SkyWeaver (Ondas $PLTR powered AI layer) LADOS helps move the company from individual drone products toward a broader systems-of-systems defense platform.
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Shay Boloor@StockSavvyShay

$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.

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Jeff
Jeff@JeffGabel·
I normally start the day with @YoYInvestor x @bodoxstocks Like a radio co-host duo to put me in a good mood, build ideas and share unhinged memes. Appreciate them both
Sleuth 🔎@YoYInvestor

🚨 $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…

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Ondas Inc.
Ondas Inc.@OndasHoldings·
Ondas’ @WorldViewSpace has been selected by U.S. Naval Forces SOUTHCOM / U.S. 4th Fleet and SMX as the high-altitude balloon provider for a $4.8M, 3‑month Maritime Domain Awareness mission in the SOUTHCOM AOR, supporting counter-narcotics and IUU fishing operations with stratospheric ISR coverage. $ONDS ondas.com/post/ondas-wor…
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M5IVE
M5IVE@ive_m5·
$ONDS Ondas Secures Over $30 Million in New Orders in May, Bringing Q2-to-Date Orders to $110+ Million Across Its Defense, Security and Autonomous Technology Platform New Orders Reflect Growing Demand Across Ondas' Unmanned and Autonomous Systems Portfolio and Demonstrate Continued Execution of the Company's Strategic Growth Plan ir.ondas.com/press-releases…
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Sheriff Capital
Sheriff Capital@SheriffStrategy·
$ONDS 👀 Ondas acquired Omnisys today. Here are some of their partners : ELTA systems, a company that did $1.855 Billion revenue in 2024. ELTA Systems (IAI), called Omnisys “like a sister company” and confirmed they’ve partnered on significant MOD development projects for over a decade. Israeli MOD - Former Head of Israeli Military R&D Brig. Gen. Eytan Eshel and former Head of the Israel Missile Defense Organization (IMDO) Arieh Herzog both gave testimonials on Omnisys’ homepage praising the company’s mission planning capabilities. UVision Air - UVision (maker of the HERO loitering munitions) signed a strategic partnership with Omnisys to integrate BRO into their HERO systems, enabling simultaneous autonomous management of multiple loitering munitions. ESG Elektroniksystem (Germany) - Omnisys signed an exclusive agreement with ESG to introduce BRO systems for Air Defence and Air Surveillance specifically into Germany and the NATO environment. ESG is one of Germany’s top defense IT integrators for the Bundeswehr. Active NATO Outreach - Omnisys has been demonstrating BRO to Croatia’s Minister of Defense during an official Israeli MOD (SIBAT)-led defense technology tour, and recently presented at the Space & Defense Festival in Budapest and the Vilnius Security Forum in Lithuania. The ELTA connection is massive- they provide the radars for the Iron Dome, and their GM called Omnisys a “sister company.” Now that Ondas owns Omnisys, they effectively have a software integration relationship with one of Israel’s crown jewels in air defense radar.
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Ondas Inc.
Ondas Inc.@OndasHoldings·
Ondas reported record Q1 2026 results with $50.1 million in revenue, raised its 2026 revenue target to at least $390 million, and expanded pro forma backlog to $457 million. The quarter reflected accelerating demand across counter-UAS, ISR, and autonomous systems markets while advancing Ondas’ global operating platform and AI-enabled multi-domain ISR strategy. $ONDS ondas.com/post/ondas-rep…
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Kairos Power
Kairos Power@KairosPower·
NUCLEAR 101: The Kairos Power fluoride salt-cooled high-temperature reactor combines proven molten salt and pebble bed reactor technologies to efficiently deliver heat at more than 1,200°F. Here’s how it works: ➡️Fission generates heat inside the TRISO pebble fuel. ➡️Flibe molten salt coolant efficiently transfers that heat to an intermediate salt loop ➡️The salt loop heats water to steam ➡️The steam spins a turbine to produce clean electricity.
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Chris Ray
Chris Ray@itschrisray·
🚨 Siemens just won a $390 million contract to modernize the communication network for NYC’s subway system. $ONDS is the company that actually makes the radio hardware for Siemens, which gets white-labeled and sold as “Siemens Airlink.” People aren’t ready for the revenues that will eventually start rolling in through the Ondas Networks business. 👀
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M5IVE@ive_m5

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.

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Bourbon Capital
Bourbon Capital@BourbonCap·
$GEV CEO said during the last earning call that the installation of the first SMR in North America is gonna begin soon Nuclear power is gonna support Data center and this is great news for $XE $GEV $SMR and $OKLO
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amit
amit@amitisinvesting·
TRUMP TO REUTERS: - IRAN WANTS TO TALK AND SEE IF THEY CAN MAKE A DEAL - US OFFICIALS NEGOTIATING WITH IRAN ARE DEALING WITH THE PEOPLE WHO ARE IN CHARGE NOW - IRAN PLANS TO MAKE AN OFFER AIMED AT RESOLVING U.S. DEMANDS $SPY hits all time highs.
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Ondas Inc.
Ondas Inc.@OndasHoldings·
Ondas completed its merger with Mistral which increases Ondas backlog to $457 million while establishing direct access to U.S. defense contract vehicles, including U.S. Army and Special Operations programs. The merger also introduces a dedicated program capture capability to support long-term growth across defense and homeland security markets while enabling scaled deployment of autonomous systems. $ONDS ondas.com/post/ondas-com…
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Sleuth 🔎
Sleuth 🔎@YoYInvestor·
$ONDS NEW: ROBOTEAM UNVEILS “TERMINATOR,” A MODULAR COMBAT ROBOTICS UNIT FOR AUTONOMOUS FORCE DEPLOYMENT 🔥🔥🔥 What you are seeing here is the future of warfare. Ondas is at the forefront.
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