Brandon Wolf

830 posts

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Brandon Wolf

Brandon Wolf

@Bwolf_Invests

Engineering meets investing|Progress relies on the unreasonable man

Присоединился Mayıs 2024
121 Подписки122 Подписчики
Brandon Wolf ретвитнул
Space Investor
Space Investor@SpaceInvestor_D·
There are people out there living their lives, completely unaware that the stock market is in one of the greatest wealth creation periods of our generation. Thankful.
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@SpaceSector001 Healthy looks good on you. Your life literally took off like a Rocket! Good to have you in the community
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Space & Defense Sector
Space & Defense Sector@SpaceSector001·
Five years sober today!! Let me show you the difference between a hopeless drug addict living on the streets, and one who probably worked minimum wage to buy shares of $RKLB and started working out and eating. No longer broke or broken. Grateful for life. Here's a little before and after. I still am surprised when I see this old photo a dealer took of me. Wealth is not just money. It's friendship and health too.
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Nick Sortor
Nick Sortor@nicksortor·
🚨BREAKING: ANTIFA RIOTERS ARE NOW ATTACKING POLICE HORSES OUTSIDE ICE NEWARK LARGE pieces of wood and ROCKS are being thrown at the horses’ heads while other rioters get in the horses’ faces with makeshift shields and umbrellas THESE ARE NOT PROTESTORS. THESE ARE MILITANTS
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
This is such a good comparison by Sleuth. It shows you that a company like Motorola is willing to pay over 8x the current revenue for an anti drone company The demand for these systems will be huge and $ONDS Sentrycs 👊
Sleuth 🔎@YoYInvestor

🚨 BREAKING: MOTOROLA ACQUIRES D-FEND FOR $1.5B AND IT HAS HUGE IMPLICATIONS FOR SENTRYCS OF $ONDS Motorola Solutions just paid $1.5B for a counter-drone company expecting $185M in 2026 revenue. That’s 8.1x forward revenue for a single counter-drone platform. That company is D-Fend, an Israeli RF-based counter-drone company with thousands of deployments across more than 30 countries and 50% annual revenue growth over the last three years. Sound familiar? 🤔 Sentrycs of $ONDS is an Israeli RF-based counter-drone company with very similar credentials, deployments, and success. $ONDS acquired Sentrycs for $225M last year. Motorola just paid $1.5B for the comparable 😳 At ~$100M in 2026 revenue and the same 8.1x multiple Motorola just established, Sentrycs alone implies a comparable transaction value of $810M. Again, Ondas paid $225M for it… And Sentrycs is only one platform inside a complete system of systems at $ONDS. The market just told you what a single counter-drone platform is worth to a strategic acquirer 🤷‍♂️ Ondas owns the whole architecture. This is extremely bullish not only for the mitigation layer of c-uas, but it paints a clear picture of the efficacy of the $ONDS “double dip” M&A strategy. Great find by the bro @bodoxstocks reuters.com/technology/mot…

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Cole’s Trades
Cole’s Trades@ColesTrades·
$META IS CRASHING… Who’s buying the dip?
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
$ONDS Great to see positive feedback from customers who have tested the technology from across the sector. “Sentrycs was the only systems that did not provide false alarms and was trusted enough to be used”
BMSInvests@BMSInvests

$ONDS 🚨👀 Another use case unlocked for Sentrycs.. Real-world feedback from the @Esri Community on Sentrycs re protecting warehouses using CUAS tech: 🗣️ “After testing a few options, Sentrycs was one of the only systems that felt reliable enough for the team to actually trust the alerts” - instead of constant manual double-checking in a high-RF warehouse environment. Esri Community members are often decision-makers or influencers in government, enterprise security, and critical infrastructure. This kind of organic review for Sentrycs is great exposure to companies evaluating CUAS solutions👊🏻

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NFTPartners
NFTPartners@NFTPartners·
@Temaetfs Looks like SpaceX is a baby holding. This is not the actual SpaceX stock so it’s valued at a flat boring ass number that never changes.
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Tema ETFs
Tema ETFs@Temaetfs·
Top 10 holdings in $NASA as of May 29th, 2026. Visit tema.us/4dElJtx for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@jackunheard Even if he didn’t touch her, he clearly walked through her and made her trip trying to move out of his way
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Jack
Jack@jackunheard·
Tennis player Rafa Jodar SHOVES the ball girl out of the way. He should never play another tennis match again in his life. What a loser.
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
Big, if true crowd walking back the prior Big, if true
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aka
aka@akafaceUS·
He decided to 3D print hair for his friend at work.
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@itschrisray $ONDS still has a ~48% stake in the Networks company, so they still benefit when Networks grows and sounds like there is a potential for them to regain the majority stake again in the future. It’s not soo bad
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Chris Ray
Chris Ray@itschrisray·
Half of Wall Street still thinks $ONDS is a telecom company. Half of retail thinks it’s just another drone stock. The rest of us know what we own. Still early.
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Chrispy
Chrispy@RADHardTech·
@AlexfromBabylon @trypto_tran That’s the biggest strategic risk, getting in bed with dinosaurs, I think there’s a lot of incentive for these sleepily legacy players to get their shit together to survive. That’s why I think the $RKLB connection is strong. These legacy players need the execution and cadence.
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Chrispy
Chrispy@RADHardTech·
$RKLB and $VSAT are on the cusp of changing the game. Blue origin could be sidelined for a significant amount of time, $ASTS needs to go hat in hand to SpaceX after aggregating telecom demand to compete with Starlink. EQUATYS just got repriced. Long AF $RKLB. No color on the constellation from the $VSAT call aside from a teaser at the end that there would be a separate event. Massive capital raise for $RKLB has them poised to develop the Busses, and potentially the payload now. Space is hard, and blue origin will no doubt recover, but the time is now. The iron is hot, the milk shake is right there, in the yard.
GIF
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@sentdefender I would have been wondering if we just got nuked, not debating whether that’s a rocket launch
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OSINTdefender
OSINTdefender@sentdefender·
Insane footage filmed from a nearby restaurant shows tonight’s explosion of Blue Origin’s New Glenn at Cape Canaveral Launch Complex 36 (LC-36).
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@FranciscoSpace5 Good for $RKLB but bad for space exploration. This could seriously delay the lunar road map
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FranciscoSpace5🚀🔬🦛
FranciscoSpace5🚀🔬🦛@FranciscoSpace5·
FYI to all Space investors. The anomaly was a Blue Origin New Glenn Rocket. This shouldn’t affect Rocket Lab. This probably solidifies Rocket Lab as the #2 launcher in the US. This might increase the chances for Rocket Lab to be pick by NASA for the Mars missions over BO. IMO this is good for $RKLB
Blue Origin@blueorigin

We experienced an anomaly during today's hotfire test. All personnel have been accounted for. We will provide updates as we learn more.

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Brandon Wolf ретвитнул
Eric Brock
Eric Brock@CeoOndas·
Happy to create this podcast with our friends @PalantirTech The podcast will explore how Ondas and Palantir are deploying AI-enabled technology and capital to support national security and resiliency for customers across Allied nations. Look forward to sharing more as we move forward together.
Ondas Inc.@OndasHoldings

Episode 1 of the Ondas Podcast focuses on how Ondas and @PalantirTech are building a multi-domain ISR platform, from “bots before boots” to SkyWeaver speeding decisions where lives are on the line. $ONDS ondas.com/post/introduci…

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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@InvestWithTimmy If you have conviction in the companies vision and trust management, then dilution should have never been your ticket out. Or not at least until there were signs the company wasn’t executing
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Timmy
Timmy@InvestWithTimmy·
Of course right when I decided to derisk my $ONDS position. High likelihood that Ondas will be selected because of their partnership with Palantir. Trump is going all in on defense, AI, rare earth and minerals and energy. I’m still having a small position and will keep it for now.
Shay Boloor@StockSavvyShay

President Trump is pursuing funding deals with a group of drone companies to boost domestic production. Another signal that U.S.-made drones are becoming a national security priority. $ONDS, $AVAV, $KTOS, $AVEX, $UMAC, $RCAT, $DPRO

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