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Jeff Gabel
27.9K posts
Jeff Gabel
@JeffGabel
Tracking the intersection of geopolitics and unmanned tech. Focused on #DroneDiplomacy, global defense procurement, and the evolution of C-UAS systems.
Katılım Ağustos 2010
1.6K Takip Edilen3K Takipçiler
Speaking of Serbia and drone production…
They have their own version of $elst TIKAD 🦅 of prey - Serbian IKA-14 drone features a fully stabilized, remote-controlled mount carrying a M21 machine gun, capable of recoil mitigation for precision fire.
Conceptually identical to $DUKR but maybe they’ll switch
thedefensepost.com/2026/05/20/ser…
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We need automatic export authorizations
c4isrnet.com/global/europe/…
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$ESLT crushed it
Elbit Systems@ElbitSystemsLtd
𝗦𝘁𝗿𝗼𝗻𝗴 𝘀𝘁𝗮𝗿𝘁 𝘁𝗼 𝟮𝟬𝟮𝟲. 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝗱 𝗴𝗿𝗼𝘄𝘁𝗵 𝗮𝗰𝗿𝗼𝘀𝘀 𝘁𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. Elbit Systems reports Q1 2026 results: $30.2bn backlog, $2.19bn of revenues, GAAP net EPS of $3.34 and Non-GAAP net EPS of $3.87. Bezhalel (Butzi) Machlis, President and CEO of Elbit Systems: "Our strategic positioning reflects our evolution into a fully integrated end-to-end defense provider across land, sea and air. With demand rising well above historical levels, we continue to focus on order execution." For the full report visit: tinyurl.com/yfzj64yx
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Shame to see a bunch of “paid partnerships” for certain drone tickers - if you can’t build authentic education and trust around your platform you’ll prob end up extinct
Too much shilling right now
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Makes sense - a battlefield of highly flammable autonomous drones need quick extinguishing and cleanup.
Jawwwn@jawwwn_
.@PalmerLuckey says Anduril’s first prototype, a firefighting tank, now sits under a tarp because political reasons shut it down: “It could carry several tons of fire retardant and be used to protect critical infrastructure.” “We built two fully working prototypes.” “There were really strong unions that didn’t want robots to automate their jobs.” “The governor was told if they funded this and procured it, the union would oppose him in the upcoming election.”
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@StockSavvyShay Let alone connecting the autonomous battlefield and farming / mining fleets
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The next leg of connectivity demand is bringing billions of people & devices online where fiber, towers & last-mile backhaul cannot scale economically.
About 2.6 billion people still don't use the internet & 77% live in places where terrestrial telecom infrastructure doesn't work.
That is the TAM that $ASTS & $SPCX Starlink are built around.
Shay Boloor@StockSavvyShay
SpaceX will be one of the most important IPOs of my lifetime. Yes the valuation is aggressive but few companies sit directly across three massive themes at the same time in space infrastructure, global connectivity & AI compute. Three trillion-dollar themes under one ticker.
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$ONDS ROBOTEAM’S ROOK AT NATO CRYSTAL ARROW 2026 IN LATVIA 🚨
nothing to see here…just Roboteam‘s ROOK on CBC News 🇨🇦 👀
the NATO exercise „Crystal Arrow 2026“ held in Latvia from May 5–15 near the Russian border, focused heavily on integrating unmanned ground systems, reconnaissance and autonomous battlefield logistics using real Ukraine war lessons 🇱🇻
around 2.500 soldiers, multinational NATO forces, Ukrainian instructors. one of NATO’s first large-scale exercises centered around ground drones and robotic systems under real operational conditions…
check full vid here: youtu.be/fZPwzTCl_LM
YouTube
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$onds Algorithmic warfare - large datasets from multiple ISR feeds x heavy compute to outsmart the enemy
atlanticcouncil.org/in-depth-resea…
Bodoxstocks@bodoxstocks
$ONDS probably nothing… 😮💨 „Spring Storm 2026 is not only Estonia's largest exercise of the year, but also a test of how quickly the state, reservists and allies can prepare for conventional defence.“ „…at the peak the exercise will involve over 12,000 troops.“ „The exercise includes unmanned systems, air activities, heavy equipment, live-fire phases and the testing of new defence industry solutions in realistic conditions.“ „Its model is based on rapid mobilisation, allied reinforcement and the ability to integrate external forces into national command structures.“
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@4thturnin Yea I get that, understand how ITAR works - did a recent post on it.
Wondering how else it’s being played out with Eric S
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Have a feeling these will all consolidate under one mega umbrella ☔️
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Yet he keeps winning govt defense contracts for c-uas and he’s poking around the arctic to build USVs under the guise of climate research 🧐
nytimes.com/2026/05/18/bus…
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@bodoxstocks @RADHardTech Like building legos my friends
Jeff Gabel@JeffGabel
$onds - The traditional defense model relied on proprietary, "closed-loop" systems where a single contractor controlled every internal component, creating "vendor lock-in" and multi-year delays for even minor technological upgrades. In contrast, MOSA (Modular Open Systems Approach) adopts a "Lego-like" architecture using standardized interfaces and open software, allowing the military to "hot-swap" hardware and sensors from different manufacturers seamlessly. This shift transforms rigid, "black box" platforms into a flexible, interoperable ecosystem where a Marine can reconfigure an autonomous UGV or drone in the field by simply plugging in a new module, effectively matching the speed of innovation to the speed of the evolving battlefield.
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@RADHardTech you nailed it perfectly on the call. this one is totally underrated
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$ONDS 🫱🏻🫲🏼 Omnisys⚡️
the more I’ve looked into this over the past few days, the clearer it becomes that this is far more than just another „add revenue“ acquisition. Omnisys and its BRO software could actually become the missing glue that holds the entire Ondas stack together.
because BRO goes far beyond traditional C2. it doesn’t just collect data and display a pretty battlefield picture. under real operational conditions, it calculates: which asset should be deployed where, against which threat, why that is the optimal decision right now. that’s a completely different level.
and that’s the key point for me: you can own endless assets, drones, sensors, interceptors, ISR systems, but software like BRO is what actually allows you to orchestrate them efficiently.
Palantir is excellent at seeing and understanding the battlefield. Omnisys focuses on planning, prioritization and optimization. Ondas brings the drones, sensors and effectors into the equation. together, this could become an incredibly complete system.
💭 the underrated part: BRO is not dependent on Ondas hardware
a lot of people completely miss this. BRO was not built as some internal Ondas-only feature. the software is designed to integrate into third-party environments as well - whether customers already operate Sentrycs, Iron Drone or completely different systems.
Omnisys isn’t just an internal software layer. It becomes a standalone product that can be sold directly to militaries, border security agencies, homeland security organizations and major defense primes. other C2 providers and system integrators could embed BRO to make their own solutions significantly smarter.
that’s where the moat starts forming for me.
BRO doesn’t need to replace legacy C2 systems. it can simply sit alongside them, model operational scenarios, identify weaknesses and optimize resource allocation. it can tell operators where they waste interceptors, where another sensor is needed or where the defense architecture breaks down.
And yes, BRO becomes even stronger when paired with the Ondas stack but it doesn’t strictly require it.
💭 HERO connection: the piece that makes the whole puzzle start coming together
BRO was already connected to the HERO loitering munition ecosystem before the acquisition 👀
Feb 2025: UVision and Omnisys announced that BRO would support mission planning, routing and orchestration for multiple HERO systems simultaneously.
Oct 2025: Mistral and UVision land the massive US Army HERO-120 contract worth up to $982 million.
then Ondas acquires Mistral. and now Omnisys. the mission optimization software and the strike munition ecosystem are sitting under the same roof.
no, that doesn’t automatically mean Ondas participates financially in every HERO deployment. but the strategic pattern is hard to ignore.
And it also shows BRO is not purely defensive software. it can operate inside strike missions as well. routing, targeting, mission orchestration and asset coordination.
💭 software margins: the business aspect
Ondas openly describes Omnisys as a „high-margin, software-driven” business with 25 years of operational history and actual profitability.
Ondas expects more than $100M in revenue contribution during 2026/27 alone. and if you’ve listened to Eric long enough, you know they usually guide conservatively relative to their long-term ambition.
software margins in this space can realistically sit in the 60–75%+ range. that changes the entire revenue mix (high-end defense software can often support gross margins in that range, but Ondas has not disclosed Omnisys’ exact margin profile). that’s dramatically different from pure hardware economics with manufacturing, logistics and inventory complexity.
more recurring revenue. better scalability. higher-quality earnings. higher valuation multiples.
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