$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.

When you have all the toys but nobody wants to play with you

Mantis Space Plans to Deliver Sunlight Anywhere in Orbit with Power Beaming lasers.

The company just emerged from stealth with a $10M seed round.

As a power infrastructure company, the company claim they can extend a satellite’s life by using optical systems with modern laser technology to beam power to satellites wirelessly and directly to their existing solar arrays.

By enabling satellites to receive power wherever they operate, spacecraft can remain in their most productive orbital positions rather than spending much of their operational life chasing sunlight.

This flexibility can significantly increase mission utilization, extend operational lifetimes, and improve the economic return of satellite systems by 2-3x.

$ASTI: Power Beaming going mainstream?

Mantis claims they can beam precise and reliable laser power from their optical systems to any constellations, eliminating eclipse downtime and delivering continuous energy for unrestricted operations in every orbit.

$BKSY

"With immediate additional capacity integrated into live operations, customers experience a pivotal qualitative increase in how they see, understand, and anticipate changes at the tactical edge" said Brian O’Toole, BlackSky CEO.

"Commissioning our latest Gen-3 in just days gets critical capability into our customers’ hands quickly, increases each satellite’s operational lifespan and ultimately expands the total ROI of our on-orbit assets."

Ahead of Schedule

Day 12 of operations against Iran.

- Over 5,500 targets hit.
- Sixty-plus vessels sunk or destroyed.
- All four Soleimani-class warships gone.
- Ballistic missile capability down 90%.
- Air superiority locked.

And then yesterday they dropped a weapon that wasn't supposed to exist publicly for another decade.

"Soft kill" electronic warfare. No bullets, no bombs. Iranian air defences just... stopped working. Radar went dark. Communications dropped. Entire military networks wiped without a single kinetic round.

Sound familiar?

When Venezuela's Russian-made air defence grid went silent during Operation Absolute Resolve, nobody could explain it either. EA-18G Growlers flooded the spectrum and the whole system folded. Guards reportedly collapsed bleeding from their ears. Pentagon never confirmed what hit them.

Now the same signature shows up in Iran. Same blackout pattern. Same total infrastructure kill. Different theatre, same playbook.

But here's what nobody's connecting.

They also hit Bank Sepah's data center in Tehran.

Not a military base. A bank. The bank that processes every IRGC salary payment.

Every Revolutionary Guard paycheck runs through that system. A pro-Israel hacking group claims they wiped the data entirely. Online banking down for two days and counting.

You don't bomb a payroll server to win a war. You bomb it to collapse an institution from the inside. When the guards don't get paid, the guards stop guarding.

Meanwhile. Nine days.

That's the window ground sources are pointing to for Iraq's government formation.

After Eid al-Fitr, around March 20th. The constitutional requirements are being finalized.

Judge Zadina and Al Astridi discussed completing presidential elections. A consensus candidate is being negotiated outside the Coordination Framework. Someone regionally acceptable with Najaf's blessing.

The Iranian factions that spent 1⃣7⃣ years blocking this process just had their funding mechanism physically destroyed and their patron state's military reduced to rubble in under two weeks.

Trump told CBS the campaign is "very far ahead of schedule." He wasn't talking about the bombs.

The bombing ends this week. #POTUS said it himself. What follows is the part that actually matters.

Ground forces. Not American. Kurdish armies, Iraqi forces, possibly UN. The security umbrella that lets a new government stand up without Iranian militias choking it in the crib.

And behind all of it, the 2026 budget sitting at 1,300 IQD per dollar. The rate CBI locked in.

The rate that changes when the government seated under that budget decides to open it.

Final thoughts.
The weapons tech is the distraction. Impressive, sure.

But the real operation is financial.
Cut Iran's money > Form Iraq's government > Seat the budget > Change the rate.
In that order.

Still watching the Eid window...

IRAQ ➕ IQD ➕ VND ➕ VES ➕ XRP ➕ GOLD ➕ SILVER ➕ RARE EARTH MINERALS 🟰 RV

Eightco $ORBS secures $125M led by $BMNR Bitmine, ARK Invest, and Payward.

With Tom Lee joining the board, Eightco is deploying capital into OpenAI and MrBeast’s Beast Industries to lead the convergence of AI, blockchain, and the creator economy.

Wells Fargo raises its $MU Micron price target to $470 as HBM4 shipments ramp early for $NVDA Nvidia’s Rubin cycle.

With 2026 capacity fully sold out and a 30% ASP uplift expected in H2, Micron is tracking toward peak EPS of $50 to $60.

Berenberg reiterates a Buy on Novo Nordisk $NVO but lowers its price target to 300 DKK from 360 DKK.

While 2026 faces US pricing headwinds and CagriSema model shifts, analysts see a 20% upside as the stock finds support following a major valuation reset.

KBW reiterates an Outperform on TeraWulf $WULF but trims its PT to $23 from $24.

While 2026 revenue estimates rise on strong HPC lease delivery, higher opex weighs on EBITDA. Analysts see the recent 22% pullback as an attractive entry point.

Centrus $LEU partners with Palantir $PLTR to scale its Piketon uranium enrichment plant using AIP and Foundry.

The tie up has already identified $300M in savings since January, aiming to accelerate U.S. nuclear fuel production and independence.

Palantir $PLTR partners with $ONDS Ondas and World View to build an AI powered ISR platform.

Integrating AIP with stratospheric balloons and autonomous robots, the trio targets a unified defense architecture with a Q4 2026 rollout.

ORBITAL COMPUTE SUPPLY CHAIN - MACH33

Look for $RDW, $RKLB & $PL 👀

$FLY

Investors are enjoying this big milestone for Firefly Alpha rocket.

Onward to Alpha Block II 🚀

$VELO: Let’s take a step back….

Back in December they land a $32.6M DoW contract through DIU’s Project FORGE. Munitions program, full-rate production.

January they sign a CRADA with U.S. Army DEVCOM GVSC for 3D printing solutions on ground combat vehicles.

Same month they hire an Air Force vet with Huntington Ingalls, BAE, and Lockheed on his resume as the new Head of Programs.

February they become the first qualified AM vendor for U.S. Army ground vehicles.

Then a $11.5M full rate production contract drops from a key defense prime. The day after, Anduril puts out their own PR on winning a rocket motor contract. The CEO had already said publicly they were bidding on DoW contracts together.

Then they bring on a senior aerospace engineer from NAVAIR with 10 years at Fleet Readiness Center East working on V-22 rotor systems and warfighter support.

Then the CEO goes and personally acquires $5M of company debt and converts it to equity at $16.38 a share (a significant premium to market price). Total company debt is now down 60% to $10M. And last month the board adjusts his comp structure vesting schedule at valuation milestones of $1B, $3B, $5B and $10B. He literally tied his own payday to a 10x and then bought in at a premium on top of it.

Now it’s March and the Pentagon is requesting a $50B supplemental budget after Iran strikes burned through munitions stockpiles. Lockheed and Raytheon are already Velo3D customers.

Oh and SpaceX is their biggest commercial customer. The same SpaceX that’s reportedly gearing up for what could be the largest IPO in history. When SpaceX goes public every institutional eye on the planet is going to be scanning their supply chain and vendor relationships. Velo3D is going to be in that conversation whether people are ready for it or not.

The pieces have been falling into place for three months straight. You just need to connects the dots.

$VELO/USD H2 #Indicator #Signal #Trading #GlobalOneAI

🚨 JUST IN: Trump NASA Administrator Jared Isaacman just confirmed that America's space assets are SURGING our edge over the Iranian regime

Many Democrats INSISTED the Space Force was "useless." Guess not 🇺🇸

"Space is the the ultimate high ground! [...] The assets we have in space, the satellites that are there for observation, for communication, I mean these are the capabilities that are identifying the rocket launches, that are communicating to our forces, and give America an EXTREME edge in this conflict!" 🔥

Three monopolies the market is still sleeping on 🔥

$AXTI – Critical compound semiconductor substrates (GaAs, InP). Few global producers, high technical barriers, and increasing demand from photonics, AI infrastructure, and 5G.

$SOI – Dominant supplier of SOI wafers used in RF chips and advanced semiconductor applications. Structural demand from smartphones, automotive electronics, and edge computing.

$HGRAF – Produces ultrapure graphene via detonation synthesis. Unique production method, high purity levels, and potential applications across batteries, composites, and advanced materials.

Different industries, same theme:
deep-tech materials with extremely high barriers to entry.

The market tends to underestimate businesses that sit at the very beginning of the value chain.

$AXTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$SOI/USD H2 #Indicator #Signal #Trading #GlobalOneAI