Brandon Wolf
830 posts

Brandon Wolf
@Bwolf_Invests
Engineering meets investing|Progress relies on the unreasonable man





🚨 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…

Certification isn't something that's left until the end, it's something we've been thinking about from the very start.

$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👊🏻





Oh my Ondas. $ONDS - you are handpicked. Government officials are literally telling you which companies to focus on.






Ondas secured over $30M in May orders, bringing Q2-to-date orders above $110M across its defense, security and autonomous technology platform. Orders span Air Defense and C-UAS, loitering munition and one-way attack systems, ISR, UGVs and robotic defense systems, supporting a growing backlog and continued execution of the Company’s strategic growth plan. $ONDS ondas.com/post/ondas-sec…



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

Sound synchronized from @NASASpaceflight footage

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…


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












