$ONDS
I agree with much of what Steve is saying here below. Have been looking deeper into Ondas as well.
The biggest issue is dilution, which obviously has kept the stock down. It’s been the biggest bear case.
However, the combination of a $1.5T defense budget + the broader defense conglomerate that Ondas is creating (funded via dilution) + 52-week lows + rapid growth with GAAP net income on the horizon makes this interesting.
The biggest thing getting my attention with Ondas is the
$PLTR Palantir partnership and I am diving deeper into why/how both companies are working together in order to scale the broader OS that is coming together as a result of the combination.
Open to hearing more perspectives on this name, I know there is a passionate retail base that is likely very annoyed because of dilution but I am trying to envision what it takes for Ondas to be a $25B company one day and how much growth could be achieved synergistically with their acquisitions to make it happen.