Brandon Wolf

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Brandon Wolf

Brandon Wolf

@Bwolf_Invests

Engineering meets investing|Progress relies on the unreasonable man

加入时间 Mayıs 2024
121 关注122 粉丝
Chris Ray
Chris Ray@itschrisray·
$ONDS | Note that today’s $4.8M World View contract was for a single balloon. 🎈 Makes you think… 🤔
peter higgins@john_doe1479

$ONDS today’s $4.8 mm 3 month contract with the navy is beyond incredible. Why? It is for one balloon. And $4.8 mm for 90 days is $53k per day pricing. So if this mission is extended in perpetuity (sure sounds like it will be) it would be $19.2 mm in revs for one coverage area. Want some silly math? What if there are 1000 such coverage areas? Meaning 4000 3 month balloon missions. At $19.2 mm per annum that would equate to $19.2 B in annual revs I know. I know. This is crazy talk. And not my expectation cuz ONDS would be a $1000 stock if so But don’t forget WV CEO on Q4 call said he sees 1000s of missions per year. He specifically cited Air Force demand for 250 balloons . And golden dome for 100s Anyway looking more and more like world view by itself will contribute north of $1 B a year in revenues in say 5 years And world view could be worth over $10 B by itself. Or over $20 bucks a share Plus sentrycs at $2 B ish ($4) plus everything else, plus other amazing massive accretive deals teed up and ready to go The party is just starting Soon the market will understand the world view math. When it does, Katy bar the door I don’t mean to short change any of the other amazing ONDS units by focusing on WV. But WV is one massive market inefficiency staring us in the face I wonder what the clown who claims horrendous capital raise would think of the WV deal which was enabled by the capital raise he stupidly calls horrendous. Hmmm. Horrendous analysis I say Buying WV for $150 mm and likely seeing its value skyrocket to $10 B plus is my kind of accretion all day long

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Radiant
Radiant@RadiantNuclear·
Honored to host Ethan Klein, US Chief Technology Officer and show our progress on Kaleidos. The future of energy is portable and built in America! @USCTO47
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
$ONDS If you haven’t realized yet, let this be your sign that @WorldViewSpace will be huge part of $ONDS business plan. The contracts are just beginning, this is just the tip of the iceberg. Expect to see more rolling in Q4. They have already been testing in SOUTHCOM with the US Naval Forces, so only execution would lead to such a contract. If they continue to execute and then integrate Skyweaver, I see this being very valuable to the military and the contracts will only get larger. Personally, this seems more of a 3 month test to me, which could lead to a bigger contract down the road
Ondas Inc.@OndasHoldings

Ondas’ @WorldViewSpace has been selected by U.S. Naval Forces SOUTHCOM / U.S. 4th Fleet and SMX as the high-altitude balloon provider for a $4.8M, 3‑month Maritime Domain Awareness mission in the SOUTHCOM AOR, supporting counter-narcotics and IUU fishing operations with stratospheric ISR coverage. $ONDS ondas.com/post/ondas-wor…

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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@BruceTa55302936 @2 I think it will go up as we get closer to the IPO. Might be down fkr a few days though after the BO mishap
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Chips'n'Dips RKLB TSLA 🦛
Chips'n'Dips RKLB TSLA 🦛@BruceTa55302936·
Seems many now expect $rklb to 1. Moon harder with @2.5T $spcx 2. Fall with $spcx post IPO Is there a P/E ratio for $rklb that signals sell? Is there a sell price? I'm over enough at $200 and $180 would very much tempt me to sell 80%. I'm 54, my thesis includes this fact.
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Sleuth 🔎
Sleuth 🔎@YoYInvestor·
Appreciate it man. It really is an excellent comp for Sentrycs, probably the very best one out there. This provides important context. Say Sentrycs was valued at even 60% of DFend. That’s still $900M. Great to see the big players starting to invest big bucks in counter-drone. Nobody is better position than $ONDS to meet the moment 👊🏼
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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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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@LilyFunds Nice! I’ll most likely open a starter position very soon
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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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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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