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$ONDS to $100 sounds crazy… until you do the math.
At ~650M shares, $100 = roughly a $65B market cap.
What would it take?
$5–8B annual revenue
15–25%+ EBITDA margins
Continued high growth
Major recurring U.S./NATO defense programs
Multi-billion-dollar backlog
Most importantly: controlled dilution
ONDS is targeting ~$525–550M revenue in 2026, so $100 would require a MASSIVE transformation from where the company is today.
A possible long-term path:
2026 → ~$540M
2027 → ~$1B
2028 → ~$1.7B
2029 → ~$2.7B
2030 → ~$4B
2031+ → $5–6B+
If ONDS actually pulls that off while becoming highly profitable, $100/share stops looking ridiculous.
There’s also another possibility:
ONDS could TOUCH $100 much earlier during a drone/defense-tech mania if it lands massive Pentagon/NATO contracts and investors assign it a huge forward-sales multiple.
My view:
$10 → very plausible
$20 → plausible with strong execution
$30 → major success
$50 → exceptional execution
$100 → transformational outcome
The real question isn’t “Can $ONDS hit $100?”
It’s whether Ondas can become one of the world’s major autonomous-defense companies.
That’s the bet.
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$ONDS Thesis gets stronger everyday
PENTAGON TO CREATE NEW DRONE WARFARE GROUP
Defense Secretary Pete Hegseth is establishing a permanent Pentagon organization for drones, autonomous systems and defense robotics, according to Sen. Tim Sheehy.
The Pentagon is seeking $54.6 billion for its Defense Autonomous Warfare Group in the 2027 budget.
The move would centralize drone procurement and deployment as the U.S. military expands its focus on low-cost autonomous warfare and counter-drone capabilities.
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$ONDS is forecasting 550m by year end in revenue while trading at a 4b market cap. Keep trades like these simple.
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Just opened a position in $ONDS I believe at this price there is asymmetric risk to reward
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Tradepal is bullish on $NVTS in the short term citing the bull case centered around massive re-ratings driven by the AI infrastructure narrative where $NVTS targets a total addressable market expanding at 35% CAGR.
Shoutout @kevinxu for spreading light to this potential gem.
Full analysis here: tradepal.co/share/analysis/2…
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Horizon 1: delivered.
IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72.
Read more: iren.gcs-web.com/static-file…
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Tradepal retweeted
OPEN THE STOCK MARKET
BREAKING: President Trump has been floating the idea privately to senior aides that he's willing to "walk away" from the Iran War without a nuclear deal should Iran fully reopen the Strait of Hormuz, per WSJ.
Details include:
1. This objective reportedly became "more difficult" yesterday when Iran insisted on its highest price yet for reopening the Strait of Hormuz
2. Iran is now seeking billions of dollars in US payments, the removal of US troops from the region, among other things to reopen Hormuz
3. US officials said Trump is patient and expected to ride out the latest developments as long as gas prices remain where they are
4. Trump has reportedly told senior aides that Iran is likely unable to revive its nuclear work during his presidency
The Iran War negotiations are becoming increasingly complicated.
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RT @FransBakker9812: Hello $IREN investors!
Horizon 1 is live and the GPU cluster has been handed over to $MSFT for acceptance testing.
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$IREN Microsoft handover period started today. Which means they have MAX till Thursday to accept or decline. What if they accept early and we hear something Monday 👀
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$IREN will be back in 40s on Monday as Trump pushes for peace deal. Mark this post.
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$IREN has almost 35% of its float shorted right now. Shorts can’t borrow forever this will eventually squeeze.
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$IREN Monday will be a really good day to drop the H1 bomb on these shorts @danroberts0101 👀
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