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Former CIA Sr. Operations Officer James Acuna just posted something that should stop every defense investor cold.
Dubai Airport. Not Kabul. Not Kyiv.
Dubai.
The drone threat isn’t theoretical anymore. It’s arrived at the most surveilled, most “protected” civilian infrastructure on earth.
And while institutions were busy commissioning another study, another committee, another delayed procurement cycle, the market has already told you exactly where to position.
The the counter-drone and autonomous systems supply chain will be one of the biggest sectors this next decade:
$ONDS — The backbone. Iron Drone Raider is a kinetic counter-UAS interceptor. This is precisely the class of system that should be deployed at every major airport globally. $170-180M 2026 guidance. 1.5B+ cash. Backlog up 180% in 60 days.
$AMPX — You can’t run persistent drone defense without persistent power. Amprius is the battery supplier solving the endurance problem for defense drones. Higher energy density = longer loiter time = actual threat coverage.
$OSS — Every autonomous intercept decision happens at the edge. One Stop Systems is the edge AI compute backbone making split-second autonomous threat identification possible. No edge compute, no autonomous counter-drone. Simple.
$KRKNF — The threat isn’t just airborne. Subsea autonomous systems are the next domain being contested. Kraken owns the battery and sonar bottleneck at 6,000 meters. The same neglect that left Dubai Airport exposed is playing out underwater right now.
Position accordingly.
Dubai Airport. Not Kabul. Not Kyiv.
Dubai.
The drone threat isn’t theoretical anymore. It’s arrived at the most surveilled, most “protected” civilian infrastructure on earth.
And while institutions were busy commissioning another study, another committee, another delayed procurement cycle, the market has already told you exactly where to position.
The the counter-drone and autonomous systems supply chain will be one of the biggest sectors this next decade:
$ONDS — The backbone. Iron Drone Raider is a kinetic counter-UAS interceptor. This is precisely the class of system that should be deployed at every major airport globally. $170-180M 2026 guidance. 1.5B+ cash. Backlog up 180% in 60 days.
$AMPX — You can’t run persistent drone defense without persistent power. Amprius is the battery supplier solving the endurance problem for defense drones. Higher energy density = longer loiter time = actual threat coverage.
$OSS — Every autonomous intercept decision happens at the edge. One Stop Systems is the edge AI compute backbone making split-second autonomous threat identification possible. No edge compute, no autonomous counter-drone. Simple.
$KRKNF — The threat isn’t just airborne. Subsea autonomous systems are the next domain being contested. Kraken owns the battery and sonar bottleneck at 6,000 meters. The same neglect that left Dubai Airport exposed is playing out underwater right now.
Position accordingly.
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ICYMI
• U.S. preparing to release 172M barrels from the Strategic Petroleum Reserve
• Trump looking at Cold War-era authorities to expand oil production off the California coast (Bloomberg)
• WSJ: Iran exporting more oil through Hormuz than before the war
• U.S. inflation sitting around 2.4%
• Goldman Sachs ($3.5T AUM): equities could see an “extreme” rally scenario
• Trump preparing new Section 301 trade investigations that could trigger tariffs
• SEC & CFTC sign agreement to coordinate crypto regulation
• Ripple buying back $750M in shares at a $50B valuation (Bloomberg)
• FDIC Chair: stablecoins under the GENIUS Act will not qualify for deposit insurance
• Binance suing the Wall Street Journal for defamation
• U.S. Treasury expected to buy back $4B of its own debt starting March 12
• U.S. preparing to release 172M barrels from the Strategic Petroleum Reserve
• Trump looking at Cold War-era authorities to expand oil production off the California coast (Bloomberg)
• WSJ: Iran exporting more oil through Hormuz than before the war
• U.S. inflation sitting around 2.4%
• Goldman Sachs ($3.5T AUM): equities could see an “extreme” rally scenario
• Trump preparing new Section 301 trade investigations that could trigger tariffs
• SEC & CFTC sign agreement to coordinate crypto regulation
• Ripple buying back $750M in shares at a $50B valuation (Bloomberg)
• FDIC Chair: stablecoins under the GENIUS Act will not qualify for deposit insurance
• Binance suing the Wall Street Journal for defamation
• U.S. Treasury expected to buy back $4B of its own debt starting March 12
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🇨🇭 Global One SI - Prompt
🚨 ELON MUSK: “We’ll begin production on Optimus 3 summer of this year with slow volume production at first and reach high volume by summer of next year. We’ll also have Optimus 4 designed next year. We want to release a new robot design every year.”
⚡️Elon Musk: We are already in the phase of "explosive development" of AI technologies.
➠ Recursive self-improvement of AI is already happening. Each new model is increasingly created with the help of the previous one, and the role of people in this process is gradually decreasing.
➠ Full automation of model improvement could occur by the end of this year or next.
➠ The "explosive growth of development" has already begun. Breakthroughs in AI technologies are happening so quickly that it's already hard to keep up with them.
➠ Grok is showing strong results. According to some metrics, especially in forecasting, it is already one of the best.
➠ xAI is still lagging behind in programming, but the company is actively working on this and expects to catch up with competitors by about the middle of the year.
➠ The scale of future intelligence will be so large that it will be difficult for people to comprehend it.
➠ The global economy could grow by 10 times over 10 years, if there is no global war.
➠ AI and robots can dramatically increase the production of goods and services, which will radically boost the productivity of the economy.
➠ In the future, there could be a "Universal High Income" - people will simply be given money, as the volume of production will significantly exceed the money supply.
➠ If production grows faster than the money supply, this will lead to deflation and a decrease in the cost of living.
➠ In the long run, money could lose its significance - AI will focus on physical resources, such as energy and mass.
➠ The bulk of machine intelligence in the future may not only be on Earth, but also on the scale of the entire Solar System.
➠ In 10 years, humanity could have a base on the Moon, people will be on Mars, and a system of "electromagnetic catapults" for launching cargo into space could appear on the Moon.
➠ The production of the humanoid robot Optimus 3 is planned to start in the summer, and mass production could begin in about a year.
➠ Humanoid robots and AI technologies could give every person access to better medical care than what the richest people have today.
➠ Musk believes that the probability of a positive future is high - about 80% or even more.
➠ Recursive self-improvement of AI is already happening. Each new model is increasingly created with the help of the previous one, and the role of people in this process is gradually decreasing.
➠ Full automation of model improvement could occur by the end of this year or next.
➠ The "explosive growth of development" has already begun. Breakthroughs in AI technologies are happening so quickly that it's already hard to keep up with them.
➠ Grok is showing strong results. According to some metrics, especially in forecasting, it is already one of the best.
➠ xAI is still lagging behind in programming, but the company is actively working on this and expects to catch up with competitors by about the middle of the year.
➠ The scale of future intelligence will be so large that it will be difficult for people to comprehend it.
➠ The global economy could grow by 10 times over 10 years, if there is no global war.
➠ AI and robots can dramatically increase the production of goods and services, which will radically boost the productivity of the economy.
➠ In the future, there could be a "Universal High Income" - people will simply be given money, as the volume of production will significantly exceed the money supply.
➠ If production grows faster than the money supply, this will lead to deflation and a decrease in the cost of living.
➠ In the long run, money could lose its significance - AI will focus on physical resources, such as energy and mass.
➠ The bulk of machine intelligence in the future may not only be on Earth, but also on the scale of the entire Solar System.
➠ In 10 years, humanity could have a base on the Moon, people will be on Mars, and a system of "electromagnetic catapults" for launching cargo into space could appear on the Moon.
➠ The production of the humanoid robot Optimus 3 is planned to start in the summer, and mass production could begin in about a year.
➠ Humanoid robots and AI technologies could give every person access to better medical care than what the richest people have today.
➠ Musk believes that the probability of a positive future is high - about 80% or even more.
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Flying solo above deserted alien worlds or a Hollywood movie set?
Should the Volonaut Airbike be in the next Marvel, Mission Impossible or James Bond film?
volonaut.com
Should the Volonaut Airbike be in the next Marvel, Mission Impossible or James Bond film?
volonaut.com
🇨🇭 Global One SI - Prompt
$JOBY/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$JOBY Where Details Matter 🫣
Make sure you’re not missing the 3D chess moves!
Joby autonomy w/Superpilot™️
➕
AeroToyota’s precision laser mapped real-world environments
➕
NVIDIA’s Thor platform
The signs are there…
Make sure you’re not missing the 3D chess moves!
Joby autonomy w/Superpilot™️
➕
AeroToyota’s precision laser mapped real-world environments
➕
NVIDIA’s Thor platform
The signs are there…
🇨🇭 Global One SI - Prompt
Started from the bottom now we're here 🔔 $UAMY
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Antimony stockpiles are at their lowest since WWII.
The only sole sourced U.S. producer is ramping orders to the DLA up to $85M in FY26.
And that's JUST the ingots. 🤫
$UAMY
The only sole sourced U.S. producer is ramping orders to the DLA up to $85M in FY26.
And that's JUST the ingots. 🤫
$UAMY
The US/Iran conflict started 12 days ago:
Here's how to profit if the "war" continues:
Energy:
$USO
$CVX
$XOM
$OXY
Defense & Drones:
$ONDS
$PLTR
$KTOS
Metals:
$SLV
$GLD
Uranium
$UUUU
$CCJ
Natural Gas:
$LNG
Critical Minerals & Rare Earths:
$UAMY
$MP
$USAR
Satellites & Communication:
$ASTS
$RKLB
$IRDM
Cybersecurity (basically gone straight up for last two weeks):
$PANW
$CRWD
$ZS
Information & Media (speculative/lagging):
$RDDT
$META
These themes have shown relative strength + interesting reactions over the last two weeks...watching closely for continuation.
Performance since the war started
Here's how to profit if the "war" continues:
Energy:
$USO
$CVX
$XOM
$OXY
Defense & Drones:
$ONDS
$PLTR
$KTOS
Metals:
$SLV
$GLD
Uranium
$UUUU
$CCJ
Natural Gas:
$LNG
Critical Minerals & Rare Earths:
$UAMY
$MP
$USAR
Satellites & Communication:
$ASTS
$RKLB
$IRDM
Cybersecurity (basically gone straight up for last two weeks):
$PANW
$CRWD
$ZS
Information & Media (speculative/lagging):
$RDDT
$META
These themes have shown relative strength + interesting reactions over the last two weeks...watching closely for continuation.
Performance since the war started
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🇨🇭 Global One SI - Prompt
$JOBY/USD H2 #Indicator #Signal #Trading #GlobalOneAI
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As the U.S. accelerates the integration of eVTOLs into the national airspace with eIPP, $JOBY is prepared with a proven aircraft design and we're proud to lead a new era of Advanced Air Mobility.
The orbital compute supply chain is forming right now.
We’ve been mapping the emerging specialist ecosystem to show how orbital data centers will differ, in terms of supply, from traditional satcom. Satcom baselines optimize for RF routing, spectrum efficiency, pointing accuracy, and link availability. Orbital data centers are not primarily a signal-routing endpoint. The spacecraft is an energy conversion and heat-rejection machine wrapped around a compute payload.
The freed mass from ditching the downlink is completely reallocated to solar arrays and radiators, shifting us from an RF-routing architecture to a thermodynamic-optimised one. The triangular bottleneck in orbital compute is the three-way interdependence of solar generation, thermal rejection, and silicon efficiency: any single subsystem can only scale as far as the other two allow, so true power density gains require all three to advance in lockstep, otherwise one becomes the binding constraint.
We built a supply chain map across the full thermodynamic triad (thermal systems, power systems, compute payloads) plus bus/platform and networking & links. (Note: we explicitly exclude end-to-end operators like #SpaceX and #Starcloud_ to focus purely on the specialist enabling layers.)
Suppliers are already responding directly: #RocketLab Lab just launched advanced silicon solar arrays specifically for gigawatt-scale space-based data centers; Starpath debuted ultra-thin #StarlightSolar_ panels, #Redwire is pushing new low-mass ELSA arrays plus Q-Rad deployable radiators; Kepler, Axiom, and others are advancing optical relays and hosted compute nodes.
Talent markets confirm the shift. NVIDIA posted an “Orbital Datacenter System Architect” role. There is also SpaceX and Amazon Leo hiring, and business activity, in silicon packaging, perovskite solar, and optical ISLs.
Capital is following: we found ~$250M deployed into these enabling hardware specialists since January 2025, heavily concentrated in power generation, networking/links, and thermal management.
Reaching target 100 kW/ton power densities will still require major advances in solar arrays and radiator performance, creating narrow but high-conviction white space even as consolidation risks rise.
We imagine a web of specialist suppliers solving narrow thermodynamic problems, working alongside traditional space firms extending flight heritage and compute giants feeding silicon into orbit; though significant consolidation and acquisitions are likely in the next 24-36 months as scale and vertical integration pressures intensify.
We’ve been mapping the emerging specialist ecosystem to show how orbital data centers will differ, in terms of supply, from traditional satcom. Satcom baselines optimize for RF routing, spectrum efficiency, pointing accuracy, and link availability. Orbital data centers are not primarily a signal-routing endpoint. The spacecraft is an energy conversion and heat-rejection machine wrapped around a compute payload.
The freed mass from ditching the downlink is completely reallocated to solar arrays and radiators, shifting us from an RF-routing architecture to a thermodynamic-optimised one. The triangular bottleneck in orbital compute is the three-way interdependence of solar generation, thermal rejection, and silicon efficiency: any single subsystem can only scale as far as the other two allow, so true power density gains require all three to advance in lockstep, otherwise one becomes the binding constraint.
We built a supply chain map across the full thermodynamic triad (thermal systems, power systems, compute payloads) plus bus/platform and networking & links. (Note: we explicitly exclude end-to-end operators like #SpaceX and #Starcloud_ to focus purely on the specialist enabling layers.)
Suppliers are already responding directly: #RocketLab Lab just launched advanced silicon solar arrays specifically for gigawatt-scale space-based data centers; Starpath debuted ultra-thin #StarlightSolar_ panels, #Redwire is pushing new low-mass ELSA arrays plus Q-Rad deployable radiators; Kepler, Axiom, and others are advancing optical relays and hosted compute nodes.
Talent markets confirm the shift. NVIDIA posted an “Orbital Datacenter System Architect” role. There is also SpaceX and Amazon Leo hiring, and business activity, in silicon packaging, perovskite solar, and optical ISLs.
Capital is following: we found ~$250M deployed into these enabling hardware specialists since January 2025, heavily concentrated in power generation, networking/links, and thermal management.
Reaching target 100 kW/ton power densities will still require major advances in solar arrays and radiator performance, creating narrow but high-conviction white space even as consolidation risks rise.
We imagine a web of specialist suppliers solving narrow thermodynamic problems, working alongside traditional space firms extending flight heritage and compute giants feeding silicon into orbit; though significant consolidation and acquisitions are likely in the next 24-36 months as scale and vertical integration pressures intensify.
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🇨🇭 Global One SI - Prompt
$UBER/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$UBER Uber, Wayve and Nissan are partnering to launch robotaxis using Nissan LEAF vehicles with Wayve’s AI driver on the Uber platform 🚖🤖
Pilot testing is planned in Tokyo in late 2026 as part of a broader rollout to 10+ global cities 🗼🌎
Pilot testing is planned in Tokyo in late 2026 as part of a broader rollout to 10+ global cities 🗼🌎
Thursday, Mar 12 2026, 12:00 UTC time
📋 Global Risk Sentiment & Oil
✅ Brent tops $100 as Iran war risks curb supply; oil surge fuels global inflation fears, pressuring equities across Europe, UK, Australia and Canada and lifting safe-haven flows.
🔖 Equities
📌 European & UK stocks slip as oil rally lifts yields and inflation concerns; French and UK shares extend declines, housebuilders and airlines (IAG, EasyJet) hit by jet-fuel rally.
📋 Asia-Pacific
✅ Australian & New Zealand shares trade lower; Australia sees inflation expectations near 3-year highs and central bank signals point to a possible rate hike. NZD and KOR won weaken amid risk-off.
🔖 Latin America
📌 Brazil: Ibovespa extends losses for a third session amid global risk-off.
📋 Fixed Income & Central Banks
✅ US 10Y yield edges higher on inflation risks; German bund, French and Italian 10Y yields rise (German bund at 2023 high; Italy >3.7%). UK 10Y gilt hits five-month high.
🔖 Central bank policy moves
📌 Turkey halts rate cuts / holds policy at 37% as Iran war risks threaten inflation; BOE likely to delay cuts rather than scrap them; markets flag potential hawkish tilt for central banks amid Mideast conflict.
📋 FX
✅ Dollar firms near 2026 highs on oil-driven inflation fears; euro weakens to three-month low; offshore yuan falls; Japanese bond outflows and yen weakness pressured by inflation worries; South Korean won slides further; Turkish lira near record lows despite hold.
🔖 Major FX flows
📌 USD/INR notable as rupee crashes to record lows; CAD and AUD impacted by commodity moves and risk sentiment.
📋 Commodities & Precious Metals
✅ Gold and silver fall as dollar strength and oil surge complicate safe-haven demand; copper down on strong dollar. Crypto: Bitcoin struggles under $70k; ETH bearish risk toward $1,500 discussed.
🔖 Trade, Energy & Russia
📌 IEA: Russia’s oil and fuel exports and revenues at lowest since Ukraine war start; Iran-related disruptions cited. EU natural gas extends gains. TSX futures dip as Mideast tensions push oil higher.
📋 Corporate & Regional Highlights
✅ BMW CFO flags tariffs, currency and China market hits; Webuild reports large 2025 order book with half outside Italy; DSM-Firmenich warns of cautious demand and FX headwinds; Swiss Life posts CHF1.22B cash remittance for 2025.
🔖 Markets Reaction
📌 Foreign outflows from Japanese bonds hit 2.5-month high; foreign stocks reeling from Iran war but some see buy-the-dip opportunities.
📋 Eurozone / EM Data
✅ Euro-area yields and trade data mixed: Portugal, Romania, Czech Republic, Sweden, Finland show varied trade/inflation prints; Estonia, Latvia, Bulgaria note trade shifts. India 10Y yield up on oil spike.
📌 Bottom line for traders
✅ Key themes: oil-driven inflation risk → higher yields → stronger USD → equity pressure globally; watch central bank commentary (BOE, RBA, Turkey), US yields, oil flow headlines (Iran) and FX moves (EUR, JPY, CNY, TRY, INR).
📋 Global Risk Sentiment & Oil
✅ Brent tops $100 as Iran war risks curb supply; oil surge fuels global inflation fears, pressuring equities across Europe, UK, Australia and Canada and lifting safe-haven flows.
🔖 Equities
📌 European & UK stocks slip as oil rally lifts yields and inflation concerns; French and UK shares extend declines, housebuilders and airlines (IAG, EasyJet) hit by jet-fuel rally.
📋 Asia-Pacific
✅ Australian & New Zealand shares trade lower; Australia sees inflation expectations near 3-year highs and central bank signals point to a possible rate hike. NZD and KOR won weaken amid risk-off.
🔖 Latin America
📌 Brazil: Ibovespa extends losses for a third session amid global risk-off.
📋 Fixed Income & Central Banks
✅ US 10Y yield edges higher on inflation risks; German bund, French and Italian 10Y yields rise (German bund at 2023 high; Italy >3.7%). UK 10Y gilt hits five-month high.
🔖 Central bank policy moves
📌 Turkey halts rate cuts / holds policy at 37% as Iran war risks threaten inflation; BOE likely to delay cuts rather than scrap them; markets flag potential hawkish tilt for central banks amid Mideast conflict.
📋 FX
✅ Dollar firms near 2026 highs on oil-driven inflation fears; euro weakens to three-month low; offshore yuan falls; Japanese bond outflows and yen weakness pressured by inflation worries; South Korean won slides further; Turkish lira near record lows despite hold.
🔖 Major FX flows
📌 USD/INR notable as rupee crashes to record lows; CAD and AUD impacted by commodity moves and risk sentiment.
📋 Commodities & Precious Metals
✅ Gold and silver fall as dollar strength and oil surge complicate safe-haven demand; copper down on strong dollar. Crypto: Bitcoin struggles under $70k; ETH bearish risk toward $1,500 discussed.
🔖 Trade, Energy & Russia
📌 IEA: Russia’s oil and fuel exports and revenues at lowest since Ukraine war start; Iran-related disruptions cited. EU natural gas extends gains. TSX futures dip as Mideast tensions push oil higher.
📋 Corporate & Regional Highlights
✅ BMW CFO flags tariffs, currency and China market hits; Webuild reports large 2025 order book with half outside Italy; DSM-Firmenich warns of cautious demand and FX headwinds; Swiss Life posts CHF1.22B cash remittance for 2025.
🔖 Markets Reaction
📌 Foreign outflows from Japanese bonds hit 2.5-month high; foreign stocks reeling from Iran war but some see buy-the-dip opportunities.
📋 Eurozone / EM Data
✅ Euro-area yields and trade data mixed: Portugal, Romania, Czech Republic, Sweden, Finland show varied trade/inflation prints; Estonia, Latvia, Bulgaria note trade shifts. India 10Y yield up on oil spike.
📌 Bottom line for traders
✅ Key themes: oil-driven inflation risk → higher yields → stronger USD → equity pressure globally; watch central bank commentary (BOE, RBA, Turkey), US yields, oil flow headlines (Iran) and FX moves (EUR, JPY, CNY, TRY, INR).
🇨🇭 Global One SI - Prompt
🚨 BREAKING: WARNING FROM U.S. FARMER: FERTILIZER PRICES EXPLODE 77% An American farmer from Iowa says fertilizer prices have surged 77% in just 12 days since the start of the U.S.–Iran conflict. Why does this matter? Because fertilizer is the backbone of…
Fertilizer Stocks – A New Trade Emerging
$CF $NTR $MOS
As tensions around the Strait of Hormuz worsen, investors should start watching fertilizer stocks closely.
Why this matters -
The Middle East is a major exporter of fertilizer inputs like urea, ammonia, and sulfur, and disruptions in shipping through Hormuz can tighten global supply. Nearly one-third of global fertilizer trade moves through this route, so any escalation can quickly push prices higher.
Fertilizer prices are already reacting — nitrogen prices have jumped ~30% since the conflict began, and fertilizer companies have started outperforming the market.
Potential plays to watch
$CF – nitrogen & ammonia producer, one of the biggest beneficiaries of rising fertilizer prices
$NTR – world’s largest potash producer based in Canada
$MOS – major potash & phosphate supplier
$IPI – pure potash exposure
$LXU – nitrogen fertilizer and ammonia products
Market theme:
If the Hormuz situation escalates, we could see a second commodity trade after oil — fertilizer.
Energy → Fertilizer → Food inflation.
Definitely a sector to keep on the radar.
$CF $NTR $MOS
As tensions around the Strait of Hormuz worsen, investors should start watching fertilizer stocks closely.
Why this matters -
The Middle East is a major exporter of fertilizer inputs like urea, ammonia, and sulfur, and disruptions in shipping through Hormuz can tighten global supply. Nearly one-third of global fertilizer trade moves through this route, so any escalation can quickly push prices higher.
Fertilizer prices are already reacting — nitrogen prices have jumped ~30% since the conflict began, and fertilizer companies have started outperforming the market.
Potential plays to watch
$CF – nitrogen & ammonia producer, one of the biggest beneficiaries of rising fertilizer prices
$NTR – world’s largest potash producer based in Canada
$MOS – major potash & phosphate supplier
$IPI – pure potash exposure
$LXU – nitrogen fertilizer and ammonia products
Market theme:
If the Hormuz situation escalates, we could see a second commodity trade after oil — fertilizer.
Energy → Fertilizer → Food inflation.
Definitely a sector to keep on the radar.
My Personal “AI Photonics Power List”
If I rank risk vs potential upside:
$POET – strong AI networking thesis
$LWLG – huge upside if tech adopted
$AAOI – direct data-center exposure
$LITE – stable photonics leader
$QUBT – speculative future tech
If I rank risk vs potential upside:
$POET – strong AI networking thesis
$LWLG – huge upside if tech adopted
$AAOI – direct data-center exposure
$LITE – stable photonics leader
$QUBT – speculative future tech
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🇨🇭 Global One SI - Prompt
Pay attention. $ONDS just partnered with $PLTR and World View to build the next generation of multi-domain intelligence. We’re talking: ∙ Palantir’s AIP powering autonomous mission operations ∙ Stratospheric ISR platforms + $ONDS drone systems working in…
$ONDS - Is due a massive re-rate, and I think it will happen next earnings 🚀💰
Just look at some of the headlines we have received ever since their last earnings date:
Nov 25, 2025 — Ondas to Acquire Roboteam, Expanding Market Footprint and Multi-Domain Autonomy with Field-Proven Tactical Ground Robotics
Dec 1, 2025 — Ondas Secures Additional $8.2 Million Counter-UAS Order to Protect Another Major European International Airport
Dec 17, 2025 — Ondas Completes Acquisition of Roboteam, a Global Leader in Rugged Tactical Ground Robotics
Dec 31, 2025 — Ondas Secures Approximately $10 Million in New Autonomous Systems Orders
Feb 2, 2026 — Ondas to Acquire Rotron Aero, Expanding Long-Range Attack Capabilities and Unmanned Vehicle Technologies for Advanced Defense Missions
Feb 3, 2026 — Airobotics Secures Strategic APAC Defense Contract with Government Customer
Feb 9, 2026 — 4M Defense Secures $30 Million Multi-Year Demining Program in Israel
Mar 2, 2026 — Ondas Announces $10 Million Strategic Investment in World View and Signs Partnership Agreement to Accelerate Multi-Domain ISR Solutions
Mar 4, 2026 — Ondas Receives $20 Million Initial Purchase Order as Prime Contractor Under Strategic National Autonomous Border Protection Program
Mar 6, 2026 — Ondas Receives New Orders for Counter-Drone Systems from Current Customers in the Middle East as Regional Drone Threats Escalate
Mar 9, 2026 — Ondas Reaches Merger Agreement with U.S. Defense Prime Contractor Mistral Inc., Expanding Direct Prime Participation Across U.S. Department of Defense Programs
Mar 10, 2026 — Ondas Receives $15.8 Million Initial Order, Part of $30 Million Demining Program Secured by 4M Defense in Israel
Mar 11, 2026 — Ondas Acquires BIRD Aerosystems to Expand Airborne Missile Protection and ISR Capabilities
And there is many more. $ONDS is shifting, and creating a massive ecosystem in Counter-UAS and more.
Yes, price is being suppressed at the moment, but I believe $ONDS is due a massive re-rate, and I think it will happen soon.
Just look at some of the headlines we have received ever since their last earnings date:
Nov 25, 2025 — Ondas to Acquire Roboteam, Expanding Market Footprint and Multi-Domain Autonomy with Field-Proven Tactical Ground Robotics
Dec 1, 2025 — Ondas Secures Additional $8.2 Million Counter-UAS Order to Protect Another Major European International Airport
Dec 17, 2025 — Ondas Completes Acquisition of Roboteam, a Global Leader in Rugged Tactical Ground Robotics
Dec 31, 2025 — Ondas Secures Approximately $10 Million in New Autonomous Systems Orders
Feb 2, 2026 — Ondas to Acquire Rotron Aero, Expanding Long-Range Attack Capabilities and Unmanned Vehicle Technologies for Advanced Defense Missions
Feb 3, 2026 — Airobotics Secures Strategic APAC Defense Contract with Government Customer
Feb 9, 2026 — 4M Defense Secures $30 Million Multi-Year Demining Program in Israel
Mar 2, 2026 — Ondas Announces $10 Million Strategic Investment in World View and Signs Partnership Agreement to Accelerate Multi-Domain ISR Solutions
Mar 4, 2026 — Ondas Receives $20 Million Initial Purchase Order as Prime Contractor Under Strategic National Autonomous Border Protection Program
Mar 6, 2026 — Ondas Receives New Orders for Counter-Drone Systems from Current Customers in the Middle East as Regional Drone Threats Escalate
Mar 9, 2026 — Ondas Reaches Merger Agreement with U.S. Defense Prime Contractor Mistral Inc., Expanding Direct Prime Participation Across U.S. Department of Defense Programs
Mar 10, 2026 — Ondas Receives $15.8 Million Initial Order, Part of $30 Million Demining Program Secured by 4M Defense in Israel
Mar 11, 2026 — Ondas Acquires BIRD Aerosystems to Expand Airborne Missile Protection and ISR Capabilities
And there is many more. $ONDS is shifting, and creating a massive ecosystem in Counter-UAS and more.
Yes, price is being suppressed at the moment, but I believe $ONDS is due a massive re-rate, and I think it will happen soon.
✍1
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When you have all the toys but nobody wants to play with you
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