Brian Ballweg

@ive_m5 You mentioned onds… why didn’t you mention rcat in your Air Force post ?

Oppenheimer & Co Inc reports 166.08% increase in ownership of ONDS / Ondas Inc. On April 23, 2026 - Oppenheimer & Co Inc filed a 13F-HR form disclosing ownership of 347,634 shares of Ondas Inc. (US:ONDS) valued at $3,142,611 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 130,652 shares of Ondas Inc.. This represents a change in shares of 166.08% during the quarter. The current value of the position is $3,664,062 USD.

@ive_m5 $Rcat Since you won’t say it!

I fully expect a material change in the value of certain equity positions as a result of this post. Rising tides lift all boats. Therefore, I will not be listing any specific names. U DO U. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ The agency requires a highly specialized, NDAA-compliant sUAS capable of standard tactical observation and advanced integration with manned combat assets. Essential characteristics include: Manned-Unmanned Teaming (MUM-T): The exclusive capability to operate in the vicinity of (IVO) a target and forward live video feeds and target telemetry data directly to an in-flight F-35 for kinetic ordnance delivery. Situational Awareness: True, native integration with the Android Tactical Assault Kit (ATAK) built into the core system architecture. Sustainability: A non-subscription cost model that eliminates mandatory recurring software licensing, support, and warranty fees. Performance: A ruggedized, portable airframe (~3.6 lbs) with 35+ minutes of flight time and advanced EO/IR sensors (Hadron 640R+). NDAA 2020 Section 848 and NDAA 2023 Section 817 Compliant Listed as an approved unmanned aircraft product on the DIU BLUE LIST as of 20 Apr 2026

@KylePorterNS You should just state your stance don’t put a what if. If you know the forecast you know the wind forecast as well. Just my thoughts. Go spieth !

Given the weather (zero rain, sunny all week) and how fast/firm the course seems like it's going to play, it would be a bit surprising if anything beyond -12 won. Wind dependent of course, but that seems like the number to get to.

@SpiderOak When will we hear if the black widow (redcat) drone is blue UAS its been 3+ months.

SpiderOak has been selected by the @USArmy PMO UAS to support the Drone Dominance Program. As a @DIU_x Blue UAS Recognized Assessor, SpiderOak will deliver independent supply chain analysis and cybersecurity assessments using its ACTRA methodology to help ensure participating #UAS platforms meet critical security, resilience, and #NDAA compliance requirements. This effort supports the Army’s mission to rapidly field secure, low-cost unmanned systems at scale. Read the full announcement: spideroak.com/spideroak-sele… #SpiderOak #BlueUAS #DroneDominance #DefenseTech #USArmy

@dronazon When is the ribbon cutting ceremony in GA?

Should be mounted on everything !

@TheDroneWarrior @TFVector Hey Brett … were you surprised both vector and the fang were left off the drone dominance leaderboard? Feels like the USA drone industry did not get represented well. Previously you said Red Cat was well positioned to be a leader in the USA drone industry, still feel that way?

.@TFVector crushing it as usual, innovating quickly to meet our nation’s needs. Official introduction to the “Hammer”, long range AMERICAN made, FPV strike drone with FIBER OPTICS capability. 💪 #drone

@evansall @fundmyfund @VASTCNC Will do, excited for it! Michigan gets another W for you tonight Allan!

@brian_ballweg @fundmyfund @VASTCNC is the next one. Monday after earnings. He has 30 minutes so tune in :)

@evansall @fundmyfund Thanks Allan. Look forward to your next interview with Tim. Always insightful!

@brian_ballweg @fundmyfund Sometime between here and their industry day late March. By guess (complete guess) is sometime around March 16th - but that’s just me picking something arbitrary

@evansall @fundmyfund Allen, When do you expect the vendors for drone dominance to be announced ?

@fundmyfund Things will get interesting by late March. Until then - heads down - scaling

@itsRobertBurns Why wouldn’t your favorite drone play be UMAC with this tweet? Fine to like ONDS you clearly do but if you are using this text to push ONDS makes no sense. UMAC Is an investor with him on this.

Trump is LITERALLY telling where to your money, my favorite play in The Drone Economy today is $ONDS

@SpiderOak @RedCatHoldings @DIU_x When will the results be given if the are Blue UAS or not? It has been 2+ months

Today we announce @RedCatHoldings has selected SpiderOak to conduct a Blue UAS cybersecurity assessment for its Black Widow™ Short-Range Reconnaissance platform. As a @DIU_x Defense Innovation Unit (DIU) Recognized Assessor, SpiderOak will perform vulnerability analysis, penetration testing, and FOCI evaluations to support Black Widow™ inclusion on the Blue UAS Cleared List and strengthen cyber resilience for Army SRR missions and future unmanned systems. Read the full announcement to learn more about this collaboration and what it means for secure, mission-ready UAS: spideroak.com/red-cat-select… #BlueUAS #DIU #DefenseInnovation #MissionReady

@dronazon @PeteHegseth @SecWar Will Pete be in attendance next Friday ?

Standing by Sir! @PeteHegseth @SecWar

@TheDroneWarrior When are we going to be tuning in? The year is moving quickly !

@brian_ballweg I’m pro American drone industry first and foremost. Lots of big things brewing in the drone industry on my end in 2026…stay tuned 🇺🇸 🇺🇸 🇺🇸

No doubt that a lot of this $1.5 Trillion budget will be spent on DRONES. Buy AMERICAN drones and invest in AMERICAN #drone manufacturing. Stop #China

@dronazon Make the factory the best weapon in the world!

Ready to compete and ship SPEED and VOLUME ! war.gov/News/Releases/…

@ive_m5 Going to own the company soon! Never a day you don’t buy!!!!

$ONDS added another 1k shares Reg sho

@TheDroneWarrior 🇺🇸 🇺🇸! USA! Look forward to it! The Black widow & hammer is what our country needs more of!

@ClayTravis Or you get cam ward and your stuck… college you miss on a QB you just rebuy one next year

Coaching in the NFL is easier than college. Set schedule with several months off, players under contract for multiple years, if you get a good quarterback you can roll with him for a decade or more. Cig could win big in NFL, I think.

@ClayTravis Clay come on now. Stop living in the moment. They are better than LSU with burrow ???

35-7 Indiana. This is a massacre. Hoosiers are 15-0. Sounds crazy, but if they beat Miami and go 16-0, you have to start talking about them as one of the best teams ever.

@collin1 Are you going to hedge your bama national title ticket ??? Don’t just tweet when you have a winner !

To hedge or not to hedge my Ole Miss National Title ticket...