Replying to @RepAdamMorgan
It’s time for people to run on policies that benefit young one income households.
Was that capitulation in the market today? Are people scared of Democrats being in charge the same way they are scared of COVID? We just had a 2020 type crash. Calm down people.
Replying to @thinkReal @Bleacherbum
This is how you build. Very impressed with Eric and the Ondas team. Even though so many people are crying right now. It’s a tough market today but that is not Eric’s fault.
Replying to @CeoOndas @Bleacherbum
This is a great cash buy. Watching your moves to dilute when stock market was hot and to use cash now was smart. Holding cash in such a high interest environment was smart. I’m impressed.
David Hastings retweeted
Every GOP strategist, consultant, and candidate should be forced to participate in a role-playing exercise this morning.
Your name is Bob. You’re a 49-year-old blue-collar worker in Ohio. You’ve always struggled to make ends meet. The good jobs were all shipped to China and the few remaining pay a pittance wage, undercut by endless illegal labor.
You’re a 3x Trump voter because you believed he would finally make America great again.
You put your son through Ohio State. He graduated cum laude in computer science. You couldn’t have been prouder. After months searching, he landed an entry-level job at Microsoft. Beneath his qualifications, but a good start for a smart kid.
Then he got laid off. That same month, Microsoft applied for 150,000 more H-1B visas because it can’t find qualified Americans.
Your son has spent six months back in his childhood bedroom, sending hundreds of applications without landing an interview.
On TV, Trump boasts about the greatest economy in history and how many women and minorities are finding jobs.
You decide a father-son steak night might cheer him up.
Gas is $4.50 a gallon. Filling your truck costs over $100. At Kroger, ribeyes are $30/lb. You settle for hamburger, even though 70/30 ground beef still costs $10+.
At checkout, a fat black woman is screaming at the cashier because her EBT will only cover most of the filet mignon and lobster in her cart.
You think to yourself how the Iran war has made everything expensive, but at least we’re stopping their nuclear bomb. You weren’t even sure where Iran was before you googled it after we first bombed them in March.
After dinner, you take your son to the county fair. Half the people aren’t speaking English. Virtually none of the crowd looks like you. You’re forced to leave early after a “teen takeover” turns violent. A foreign born judge pledges none of them will go to jail.
Back home, you turn on the TV. Vivek Ramaswamy is lecturing the crowd about American mediocrity and why Ohio needs more foreign talent.
Your son grows upset. You change the channel.
Now a Republican surrogate, the daughter of a governor or wife of an elderly billionaire, explains that young White men are the REAL welfare queens. They’d rather play videogames in their parents’ basements than work.
Your son says nothing. He just goes back to his childhood bedroom. You turn off the TV.
Then your neighbor starts blasting reggaeton and cracking open Modelos. He brought his cousin’s family from Mexico to help with all the minority-business contracts his construction firm keeps winning. Tonight they’re celebrating his nephew’s birth, the family’s first birthright American citizen.
You sit alone in your living room.
You worked hard, paid taxes, obeyed the law, and raised your son to do everything right. You voted Republican again and again because you believed somebody in Washington would finally fight for you.
Instead, your wages are stagnant. Groceries are unaffordable. Your community is unrecognizable. Your country is fighting another foreign war.
And upstairs, the son you sacrificed everything for is lying awake in the bedroom he slept in at twelve, wondering what the heck he’s even supposed to do with his life now.
Every time you turn on the TV, the Republicans you elected are either congratulating themselves or explaining why you and your son are the problem.
For ten years, they told you America’s future depended on your vote. Now you aren’t even sure America has a future worth defending.
The Republican Party needs to answer one simple question this morning:
You’ve spent a decade demanding Bob’s loyalty. You’ve given him stagnant wages, unaffordable groceries, another foreign war, and a son who did everything right but can’t find work.
And when they complain, you call them lazy, entitled, and racist.
What possible reason have you given Bob and his son to vote Republican? Do you honestly think you deserve their vote?
Replying to @kyleadtech @mhtx_x
At the very least people should be hiring them to consult on strategy with their experience from the World Cup matches they protected successfully.
Replying to @YoYInvestor
I wish I had powder. I spent the rest at $7 then watched it continue to fall. I hope shorts are covering
David Hastings retweeted
US boomers support tax hikes on young workers to keep current Social Security checks, per YF
Replying to @retail_mourinho
Oil is causing inflation making debt more expensive. Surprised $ONDS is getting hit this hard while they hold 1.4 billion.
Replying to @DollarCostAvg
People like selling into a loss. They are what we call LOSERS
David Hastings retweeted
When the market looks at $ONDS it sees a pile of acquisitions being built off of shareholder dilution. I see a defense company being assembled in real time without tapping the debt market.
Ondas has a $757 million pro forma backlog with a revenue target of $525 to $550 million for the 2026 fiscal year. I started a position at the end of last week and finished writing a bullish deep dive which will be out tomorrow.
I believe that the acquisitions, customer relationships and $PLTR partnership are beginning to fit together. This combination could become dramatically more valuable over the next five years. Here is the underlying business Ondas is building at a time when autonomous warfare is still in it’s infancy:
· Sentrycs provides cyber-based counter-drone capabilities
· Iron Drone adds physical interception
· DZYNE brings Dronebuster, the ULTRA reconnaissance aircraft and IonStrike.
· World View adds persistent sensing from the stratosphere
· Roboteam adds ground robotics
I see a company positioning itself to detect threats, collect intelligence and deliver responses across multiple domains. Integrating those capabilities could make Ondas more valuable to a customer than any individual product.
Then there is Mistral which was a brilliant acquisition. That acquisition gives Ondas direct prime contractor access to U.S. Army and Special Operations contract vehicles, alongside domestic manufacturing and integration capabilities. Owning that customer relationship matters when you are trying to turn a growing technology portfolio into larger defense programs.
The financial progress is getting harder to ignore:
• Q2 revenue: $83.8 million, up 67% sequentially
• Pro forma organic revenue growth: 85% year over year
• Reported June backlog: $613 million
• Pro forma backlog including DZYNE and Cyberhawk: $757 million
• Full-year 2026 revenue target: $525–$550 million
I will be focusing on the organic growth Ondas can produce because acquisitions alone cannot carry this thesis indefinitely. I want to see the underlying businesses growing while orders convert into deliveries with more cash hitting the cash flow statement.
Palantir is where the longer-term opportunity gets especially interesting. The $PLTR partnership covers manufacturing, mission planning and intelligence processing aboard autonomous platforms. SkyWeaver is being developed to process information closer to the mission and support operations when connectivity is degraded.
My view is that coordinating drones, sensors and ground systems could become one of the most valuable parts of this market. Ondas has an opportunity to participate in that software layer alongside its hardware. A recurring software business would strengthen the economics considerably.
The balance sheet also matters as Ondas ended June with approximately $1.38 billion in cash, cash equivalents and short-term investments, against roughly $6.4 million of debt. Subsequent acquisitions have consumed substantial cash but that starting position gives management room to build.
Equity financing has a real cost as every new share reduces my ownership unless the value created exceeds dilution. I am judging management on whether this acquisition strategy ultimately produces greater earning power per share. You will need to read my article which is forthcoming to see my bull case and price targets.
I will be watching organic growth, backlog conversion, cash consumption and the share count together. My bet is that Ondas can turn this collection of capabilities into a profitable defense platform whose earning power grows faster than its share count.
My question for the Ondas community is which development do you think would provide the strongest evidence that this strategy is working?
David Hastings retweeted
Buy American.
In 2005, Oneida shut the flatware factory in Sherrill, New York.
A town that had made silverware for MORE THAN 100 YEARS was supposed to be finished.
Two men refused to let that happen.
Their names are Matt Roberts and Greg Owens.
Roberts had managed that factory. Owens was another former Oneida manufacturing manager. When the company ended U.S. production, they bought the plant and the equipment and reopened it the NEXT DAY as Sherrill Manufacturing.
They did not have a giant rescue fund.
They did not have a Hollywood ending waiting.
They had a building, some machines, and a workforce that knew how to make forks, knives, and spoons.
At first they kept making product for Oneida.
Then Oneida pulled the remaining American work and sent it overseas.
That should have been the end.
It wasn’t.
They took government flatware contracts to keep the lights on. In 2010 they filed Chapter 11. They sold unused equipment. They sold space they could no longer fill. They leased back only the part of the factory they could still run.
They came out of bankruptcy in 2013.
Then they did the thing that saved the company.
They built their own brand: Liberty Tabletop.
They sold 18/10 stainless flatware straight to customers who wanted tableware MADE IN THE UNITED STATES.
Not through a department store that could drop them overnight.
Direct.
Today Liberty Tabletop is the only company still manufacturing stainless steel flatware in America.
Same town.
Same trade.
U.S. steel.
About 70 jobs.
They did not bring back 2,000 workers. Nobody did.
What they saved was the last line.
If you want American-made forks and spoons, this is the factory that still makes them.
Support Liberty Tabletop.
THIS is what keeping manufacturing in America actually looks like. 🇺🇸
Replying to @thinkReal @Socko___
I’ve been holding and almost throwing up every day for the past 10 months.
Replying to @SteaknShake
Love what you all are doing. Now let’s clean the restaurants and train the employees.






