Brad Shultz

723 posts

Brad Shultz

Brad Shultz

@Brad_Shultz

Austin, TX เข้าร่วม Nisan 2014
1.5K กำลังติดตาม444 ผู้ติดตาม
Brad Shultz
Brad Shultz@Brad_Shultz·
@usppdd @DanCote303 Personally, everything I have seen is that they are executing very well and price will eventually reflect that.
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Brad Shultz
Brad Shultz@Brad_Shultz·
@usppdd @DanCote303 And why outside the general market conditions do you think the stock has been range bound? IMO - the market is in wait & see mode. The picture will become clearer as the year progresses and stock price will likely reflect that picture for the better or worse. It is a risk asset.
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ppdd
ppdd@usppdd·
The issue with $ONDS isn’t just dilution — it’s what the dilution is funding. The company has built its growth story through continuous acquisitions across disparate verticals — drones, robotics, rail, mine detection — yet provides little to no transparency on the standalone performance of these businesses. There’s no clear way for shareholders to evaluate ROI, margins, or capital efficiency at the segment level. Before any acquisition is proven, management moves on to the next. Now, with a significant increase in authorized shares, the strategy becomes clear: raise equity → fund acquisitions → tell a new story → repeat. This is not disciplined capital allocation — it’s an open-ended roll-up strategy without measurable accountability. If these acquisitions are truly value-accretive, where are the numbers? Until then, increasing share capacity doesn’t create value — it just expands the room for dilution. I will remain on the sidelines until management provides clearer segment-level disclosure and evidence of acquisition performance. @CeoOndas
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Brad Shultz
Brad Shultz@Brad_Shultz·
@YOKi_SGN @Cantal_Capital Please explain to me how they didn’t manage money well? Has there been a m&a deal that hasn’t been accretive or highly accretive in the last year? These are honest questions as an investor you need to ask yourself.
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YOKi
YOKi@YOKi_SGN·
@Cantal_Capital sell… but wait for the run up on earnings. reduce weight as $ONDS - IMO - shows that it cannot manage money well.
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Cantal Capital
Cantal Capital@Cantal_Capital·
$ONDS So do you keep holding here? or is it time to sell? Thoughts?
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Brad Shultz
Brad Shultz@Brad_Shultz·
@YOKi_SGN @jayjayGoFast @retail_mourinho lol comparing ONDS to an Etherium Treasury is somewhat silly. Also, WS will not "walk down" the stock on this alone. If the market believes that the shares utilized in M&A creates meaningful current and future accretive revenue, it will reward the stock / shareholders in LT.
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YOKi
YOKi@YOKi_SGN·
JJ - please look at how similar this is to $BMNR WS will definitely walk $ONDS down if the vote to increase shares happen WS does NOT wait for a company to dip into dilution. Like an ATM, WS will treat the ghost shares as of the whole dilution amt happened. Gotta ask urself, what’s wrong with their current warchest? Why couldn’t they visit this idea next year?
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Brad Shultz รีทวีตแล้ว
 Q-Cap 
 Q-Cap @qcapital2020·
Anthropic wanted for first degree murder
 Q-Cap  tweet media Q-Cap  tweet media
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Nick Sortor
Nick Sortor@nicksortor·
🚨 NOW: As Artemis II reaches its final hours in space, @NASAAdmin Jared Isaacman PERSONALLY bought HUNDREDS of pizzas for the Mission Control team Isaacman REFUSES to use tax dollars to support his role as administrator—even declining to use government jets for official travel He pays his own way, and donates his salary to Space Camp for kids. There’s NEVER been an administrator who cares more about the mission than Administrator @rookisaacman. 📸 @spaceguy87
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Andy Stumpf
Andy Stumpf@AndyStumpf77·
@raquellrussell Because the freedoms you mindlessly benefit from and disregard daily are not free. Some are still willing to shoulder that burden so others can live with their heads in the sand.
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InfantryDort
InfantryDort@infantrydort·
Alright man I got a little choked up when the CJCS told the story of the WSO seeing his pilot get rescued first and being overjoyed about it. His reason? Because he knew the pilot didn’t have a jacket. We don’t deserve these people.
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InfantryDort
InfantryDort@infantrydort·
America, please don’t listen to the new narrative that we wasted so much equipment to save one life. There’s a reason recruiting is through the roof. And it’s because we don’t leave your sons and daughters behind enemy lines because it’s financially convenient.
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Nicholas Irving
Nicholas Irving@IrvingNick33·
Having seen our Air Force CSAR (PJs) work in action saving my spotter in my sniper team in Afghan, I can't give these dudes enough credit for the work they do. THE baddest dudes out there. Fearless, balls of steel, courageous, are just a few miniscule words to describe them
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Ondas Inc.
Ondas Inc.@OndasHoldings·
Ondas completed its acquisition of @WorldViewSpace, extending its capabilities into stratospheric sensing and advancing a persistent, AI-enabled multi-domain ISR platform across stratosphere, air, and ground domains. $ONDS ondas.com/post/ondas-com…
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Buzz Patterson
Buzz Patterson@BuzzPatterson·
I never thought I’d live to see half of the United States root for US military defeat. What a sad and sick commentary. It’s disgusting.
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Overton
Overton@overton_news·
🚨 JPMorgan CEO Jamie Dimon just dropped an UNEXPECTED take on Iran. “It’s much more important that this be successfully completed, than what the market does.” Dimon says the markets are unpredictable right now, but regardless, EVERYONE should be hoping for Trump to succeed in Iran. DIMON: “I think the market...you know, markets are unpredictable and it’s hard for me to tell you exactly what.” “But I think they’re just looking at is there a chance something can go wrong?” “Now we should all hope nothing goes wrong. We should all hope that these bad people are...you know, that we win this thing and clean up straits and that Iran is no longer a threat to anybody.” “The markets will be concerned until it is over.” “But I think it’s VERY important...it’s much MORE important that this be successfully completed than what the market does.” Wall Street’s most powerful CEO just said winning in Iran is more important than the what stock market does in the short term.
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TV News Now
TV News Now@TVNewsNow·
🔥 NEW: Fox News’ @Johnny_Joey speaks out directly to President Trump and Pete Hegseth on troops potentially going into Iran: “I’m personally very torn on this. I sat besides Pete Hegseth for years on the couch on Fox & Friends. I had a lot of conversations with him before he was confirmed as Secretary of War. I know what’s in his heart and in his experience.” “I’ve also watched President Trump for more than a decade who’s said ‘no new wars’, ‘no forever wars’ and backed that up. The track record is there. I don’t think he’s changed, I don’t think he’s owned Netanyahu. I do think there are complexities.” “I am going to say this: President Trump, Pete Hegseth, General Caine and the rest of the generals: if you send our men and women into that country to ki|| our bad guys, to spill their blood because they deserve it, I’m going to have to agree with you on it.” “Just please do this: Don’t nation build. Don’t win hearts and minds. Don’t spread democracy. Spill the blood without our hands tied and without a PR campaign and get the hell out of there. That’s all we have tolerance for. That’s all that will work.” “We won every battle in Iraq and Afghanistan - but we lost the war because our politicians don’t have a spine. Don’t be those people.”
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Brad Shultz รีทวีตแล้ว
Jason Cohen 🇺🇸
Jason Cohen 🇺🇸@JasonJournoDC·
🚨NEW: Stephen A. Smith: "You got a lot of d*mn nerves to say for numerous admins, 'Iran is a problem. They have to be dealt with.' & then Trump deals with them. & then all of a sudden you're complaining about him now. It doesn't really make sense." BILL MAHER CROWD: 👏👏👏
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Jim Ferguson
Jim Ferguson@JimFergusonUK·
🚨 THE WAR JUST CHANGED IN THE STRAIT OF HORMUZ The U.S. has deployed robot war boats. Uncrewed. Autonomous. Potentially explosive. Let that sink in. Pentagon confirms drone vessels are now patrolling during Operation Epic Fury: • 450+ hours already logged • 2,200 nautical miles covered • Capable of surveillance… or kamikaze strikes This is asymmetric warfare in real time. Cheap, fast, and deadly. Ukraine proved it first — crippling Russia’s Black Sea Fleet with drone boats costing a fraction of traditional weapons. Now it’s in the Gulf. And the math is staggering: • Drone boat ≈ $250K • Iranian missile = millions • U.S. destroyer ≈ $2 BILLION This isn’t just strategy. It’s a complete shift in how wars are fought. The Strait of Hormuz is no longer just a shipping lane… It’s now a testing ground for the future of warfare. Watch this closely.
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Brad Shultz รีทวีตแล้ว
Counter Unmanned Systems
Counter Unmanned Systems@CUAS_NEWS·
Series B 🇺🇸 PDW Holdings, Inc. (@PDW_ai) announced new financing over $110 million led by Ondas (@OndasHoldings) and included participation from Hood River, Cedar Pine, Hanwha Asset Management's venture fund, Booz Allen Hamilton, as well as existing and new investors. "Mission-ready small UAS technology is a national security imperative. Our adversaries have proven what’s possible when drone technology is engineered, manufactured and deployed at scale. The United States cannot afford to fall behind or rely on foreign supply chains. We are investing in expanded production capacity and a U.S.-anchored supply chain to ensure resilient, domestically built systems delivered at the highest level." - James Slider CEO at PDW "Their proven technology in real-world environments, growing manufacturing capabilities, and unwavering commitment to mission performance are raising the bar for industry expectations and we’re proud to work alongside them." - Eric Brock (@CeoOndas), Ondas CEO & Chairman Learn more >> tinyurl.com/33m6rpbs
Counter Unmanned Systems tweet media
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C3
C3@C_3C_3·
There are 42 states that hold bartenders accountable if the customers they over serve kill someone but 0 states that hold Judges accountable if the criminals they release kill someone. Insane.
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Brad Shultz
Brad Shultz@Brad_Shultz·
@BMSInvests At least that one should be a layup in comparison lol
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