Jeff Gabel

Forget Mag 7, BATMMAAN or FAANG - it’s time for Drone 5 era of Defense D - Data Analytics ( $pltr) 🧠 of battlefield R - Robotics and unmanned ( $onds / $dpro / $rcat ) O - Onboard AI ( $avav ) N - Networks and communications ( $baesy / $lhx / $drs ) E - Electronic warfare ( $ktos)

@eliano Wimbledon whites 👀

fit samples ✅ Palantir Tennis Club 🔜 🎾

$onds - This is exactly the issue when you don’t have a System of Systems - everything is piecemeal, expensive and disparate. Doesn’t seem like they thought this through. Brief mention of @AmericanRobotic but nothing confirmed nypost.com/2026/03/21/us-…

You Should Be Watching Africa’s Drone Wars Right Now: In order to understand the next decade of global conflict you have to understand what’s happening in Africa — because the continent has become an unfiltered laboratory for every major dynamic in modern drone warfare simultaneously: production, proliferation, insurgent adoption, counter-systems, and the critical mineral substrate underneath it all. And it’s all connected 🧩 Africa’s drone ecosystem is a closed-loop system that mimics, in compressed form, every tension driving global defense investment. You have a mineral substrate ⛏️ cobalt, lithium, rare earths that the U.S. and China are fighting a shadow war over in real time. You have production hubs in Nigeria, Morocco, and Egypt scaling indigenous capacity and reducing dependency on Western suppliers. You have active warzones in Sudan, Ethiopia, and Libya generating real-time tactical data that insurgents across the Sahel and East Africa are studying and adapting. You have insurgents in Mozambique and the DRC experimenting with drone ISR against energy infrastructure. And you have forward-thinking states like Kenya building counter-drone architecture before the threat fully arrives on their doorstep. The technology doesn’t respect borders. The minerals don’t respect sovereignty. The tactics don’t respect the distinction between peer conflict and insurgency. The growing use of drones by armed nonstate actors across Africa indicates that the technological advantage governments typically hold is being increasingly challenged. That’s not an Africa story. That’s a global security story happening to be staged in Africa first — and on top of the raw materials that power everything else.

“We will replace a third of soldiers with robots” 👀 united24media.com/latest-news/gr…

Favorite part is @CeoOndas ending with a message of Mamba mentality

$onds EB talks about being a dual use company and @amitisinvesting head explodes 🤯

Soon to see headline: The litter of loitering munitions I’m all for autonomy in defense but the reality is the more we send to sky and sea the more litter comes washing up. Battering continuation and microplastic explosions, acoustic pollution, seabed clutter… The challenge is that "cheap and expendable" is the current tactical priority. It’s a graveyard of bots

Defence must be at the table, but it should be a partner, not the architect of agricultural resilience

@JeffGabel When Ondas inevitably acquires Johnny 5, this, and only this, will signal that the portfolio is complete.

Holding out for a hero

Didn’t the army say they were “F’ing terrible”

@MDK5ADAY Good amount

@JeffGabel How much are you comfy owning at this point? LongAF $ONDS

Figured out a way for $onds to unlock mPrest deal and it’s pretty much the regulatory Krav Maga move that will break some necks. And yes it has to do with Rafael alums… Feels like old times

Even Dr Phil is jumping on drone defense bandwagon

Interesting tailwind for alternative mobile MRI machines like $hypr

Rolling under the radar UGVs

@usppdd @ousterlidar Looks good

Volvo Autonomous Solutions absolutely loves @ousterlidar $OUST linkedin.com/posts/volvoaut…

Just remember that our drone defense interceptor lineup are named after Looney Toons while Ukraine names their systems after terrifying folklore like Baba Yaga

@PDW_ai This is fascinating - how do we get battery extension for longer range missions?

PDW systems extend operations beyond line of sight, maintain control at distance, and continue missions in contested environments. This work is grounded in continuous testing across range, control, and navigation in real-world conditions. Reach and resilience define the modern battlespace. Read more at the link in the comments.

$asts Control the autonomous battlefield

$odys 👨‍🔧