Reddit Posts
Not sure if anyone has mentioned it but I'm intrigued by what's going with $ONDS today
I can’t talk about the stock, but I can….
$ONDS presentation is out 🚀 TAM of $100b , only FAA approved drone company.
Mentions
Is ONDS just a shit stock or what
75% of my portfolio is SLS and ONDS. What the fuck has this subreddit done to me.
Swing trading equities. Buying more ONDS and RDDT. Sold NBIS for a big gain and will buy back in if it pulls back. Bought some POET last week and will sell over 7.25
My two biggest holdings are RKLB and ONDS… lol I am a regard
I bought $ONDS at $.69, so do you have any specific questions? ;)
So fuckin glad I sold ONDS and QBTS yesterday morning and then bought back in today.
Nice catch on ONDS early! You actually demonstrated solid fundamentals-based screening - looking at market cap vs P/S ratio is exactly the right approach. The key is having a systematic process rather than relying on YouTube tips. I'd suggest: 1) Pick 2-3 sectors you can really understand deeply, 2) Set up screeners for low P/S, recent insider buying, and revenue growth, 3) Most importantly - size your positions based on conviction level, not just gut feeling. For conviction building, nothing beats reading actual 10-Ks and understanding the business model yourself. Those YouTubers probably got lucky with timing, but your analytical approach of comparing fundamentals was the real alpha. You can run tickers through due diligence tools like [scamdunk.com/scan/AVAV](http://scamdunk.com/scan/AVAV) to quickly spot any red flags before diving deeper. The hardest part isn't finding good stocks - it's holding through volatility when you truly understand what you own.
I’m loading up on ONDS. Drone budget for 2027 going from 220M to 54B.
If you’re already up +123%, the first thing I’d ask is: why risk giving that back trying to repeat it? Most of the names you listed (ONDS, HUMA, SMR, HIVE, WWR) are basically event-driven plays. They move hard… but only if something specific happens. Otherwise they just bleed slowly. CSU is the only one there that’s more of an actual long-term compounder. The rest are closer to trades than investments. If I had 10k in this market, I wouldn’t go all-in on a single penny/small cap again, especially after a big run. I’d probably: • keep a chunk aside (dry powder) • pick 1–2 high conviction setups (not just “popular tickers”) • and accept that most of these won’t 2–3x The biggest mistake I made in this space was thinking: “I did it once, I can do it again quickly.” Reality is most gains here come from timing + luck + catalyst lining up. Lately I’ve been trying to be more selective and sanity-check entries instead of jumping on whatever is trending. Even using simple tools that give a second opinion (I tried Montbon recently) helped me avoid a few obvious hype trades. Doesn’t mean you’ll catch the next runner… but you’ll probably avoid the -70% ones.
The ONDS long entry point has to be soon, surely? Yes I’m calling you Shirley
The way I found ONDS was that I heard about "drone dominance" and decided to research it. Saw there was a meeting or press conference about it, and joined some subs around the more popular drone stocks like RCAT. Then someone else posted a screenshot of the meeting while pointing out that 2 of the drones in that "drone dominance" meeting were ONDS drones. Looked into ONDS and that was when it was a little over 2 bucks a share. Didn't seem too risky because it hadn't already spiked and wasnt volatile at that point.
DGXX for me right now. I was in ONDS at $2 because I saw the traders on X were like investigators and knew what was coming. Also drones sector was heating up. ONDS was always making the right moves. Now I’m seeing the same thing play out on DGXX. Another hot sector which is AI Data centers. It takes a lot of patience for these stocks and ignoring all the FUD on the internet. Just doing your own research keeps you grounded.
Buying ONDS and DVLT, getting bery rich
You would think ONDS would be pumping on war but its been pretty lame lately
Jan 2027 ONDS calls because this shit bullish as fuck for drone/ anti drone autonomy.
It seems everyone is mentioning the borders sucurity as main driver but what about new demining contracts with 4M (50M)? The newly FIFA World Cup contract announced (probably multiple M)? ONDS used during Davos summit ? Optimus automatised CI surveillance (datacenter, oil infra, desalination, stadium, etc..) The new acquisition of stratospheric captors (Worldview) and the data generation that will follow, of heavy weight drones cargo, etc.. All the fresh and recent analysts upgrades : HC Wainwright: $25, reiterated BUY Needham: $23, reiterated BUY Maxim Group: $22 from $16, reiterated BUY Lake Street: $19, reiterated BUY Stifel: $18, reiterated BUY Northland S: $16, reiterated BUY Oppenheimer: $16, reiterated BUY Mistral Merger on March 9th BIRD Aerosystems Acquisition on March 11th Partnership with $PLTR on March 12th Their closeness with the European markets..
I've lost too much on ONDS for anything more than a two hour hold. Cashed out at 10.15 last eve.
Lol I keep telling you retards that ONDS is bullshit and only headline driven. Wake the fuck up already. It's a garbage company with garbage products. They have at best a tiny deal. Most of the border security is handled by elbit systems and rafael.
idk man, i've been watching ONDS for a bit and while the thesis sounds good on paper, i'm not totally convinced. like yeah the short interest is high but that doesn't mean it's a squeeze play - sometimes shorts are right lol my thing is, i haven't seen them actually land any major contracts from this drone tech. like who are thier actual customers? i get the border security angle but that takes forever to materialize into real revenue.
I nailed the covered calls during this war… until I didn’t. I did not expect such a massive TACO. What are the odds that RKLB doesn’t end the week over 69? CIFR not ending next week over 17? ONDS not breaking 12 by the end of the month?
I went full port on meme stocks and had a great day today. ONDS, IBRX, etc
ONDS World Cup and Israel deals. Just the beginning of drone and anti drone autonomous systems. Getting so paid
I’d be careful with that list honestly — most of those are **high-risk, narrative-driven plays**, not really “1–2 year safe bets”. CSU is the only one there that’s more of a proven business. It’s basically a serial acquirer of niche software companies with strong recurring revenue, which is why it’s been such a consistent compounder over time. The others (ONDS, HUMA, SMR, HIVE, WWR…) are more in the category of: * early stage * dependent on catalysts * very sensitive to sentiment Not bad necessarily, but you’re not really “investing”… you’re making bets. If your goal is 1–2 years, I’d actually think more in terms of **setup + catalyst** rather than just picking names. Even on Reddit you’ll see people mentioning that some of these only move if a specific event hits (contracts, approvals, funding, etc.). Personally, if I had 10k: * I wouldn’t put it all in one of these * I’d maybe pick 1 higher-risk play (like SMR or ONDS) * and balance it with something that’s already generating real cash flow What I’ve learned the hard way is that it’s easy to get caught in stories with these stocks — “future of nuclear”, “next-gen drones”, etc. — but execution is everything. Lately I’ve been trying to sanity-check these kinds of picks using tools that give a second opinion instead of just going with the narrative. I tried Montbon — it basically aggregates multiple analyses into a single score. Not something I rely on blindly, but it helped me avoid a couple of entries where I was clearly just chasing hype. If you’re rotating after +123%, the real question isn’t “what stock now?” — it’s: **how much risk are you willing to take to repeat that performance?** Because these names can just as easily cut that in half.
what are you talking about, ONDS was half of its 20D average volume
ONDS stands to benefit mightily
ONDS. Also didn’t have to sit around and wait 25 yrs for it
RCAT finance its programs primarily through debt. I don’t know the exact structure for ONDS, but debt financing (to a certain extent) is much healthier and accretive to shareholders. BlueHalo was purchased entirely with stock and expanded the outstanding common share count by 60%. That isn’t healthy and isn’t a sign of good management. The deal synergies have not been realized, hence why it’s bloated. AVAV is careless with its dilution and its burning shareholders
Every single drone company has “stock dilution”. Anduril just recently raised, if they were public you would also have called that “stock dilution”. ONDS and RCAT have D tier balance sheets, they need way more cash than AVAV does to become healthy companies.
Don’t forget about the other space stocks. I wouldn’t be surprised if people pull out of those stocks that have been slow to hit targets (see ONDS). They might sell those shares for the SpaceX IPO.
I’ve sold everything except my 4 main holdings: NBIS, RKLB, ONDS. They are all high beta, yes, but I’m planning on holding these long term. Selling these now would have huge short term cap gains tax.
PYXS TNXP IBRX OPTT ACHR USAR ONDS All under $15 and ready to rip.
# An example of why I believe CTM's share price is egregiously low. ONDS: (\~$9.50 per share) * \~$25M revenue (TTM), but growing fast * Still losing a lot of money * Huge valuation (like… very high price-to-sales) * Basically a bet on future growth (drones, defense tech, etc.) CTM: (.63 per share) * \~$50M revenue, so about 2x ONDS right now * Also not profitable, but losses are less extreme relative to size * Way lower valuation (like \~2x sales vs ONDS being insanely high) * More of a steady gov/cyber/IT services play **Main difference to me:** ONDS is priced like it’s going to be a major player in the future. CTM is priced like the market doesn’t really care about it. So it kind of comes down to: * ONDS = high growth, high expectations, high risk * CTM = lower expectations, already doing more revenue, but less hype Keep in mind, CTM will be acquiring another company in the near future so the argument that they are not in as high of a growth sector could change soon. Also, Glen Ives is in the process of hiring a PR firm. P.S. I like the stock.
AVAV is probably one of the closest things to a pure drone play, but it’s still not that clean, a big part of their revenue depends on defense contracts, so you’re really betting on government spending and contract wins, not just drones as a theme. also the drone space is evolving fast and getting commoditized in some areas, which can pressure margins over time, compared to ONDS, AVAV is more proven and stable, but less of a high-upside bet so it’s solid exposure to drones, just not a direct one-to-one play on the entire drone trend
I don’t think the militaries care if you find their drones interesting or not. They care about which is the most innovative, deadly, and cost effective. AVAV is decent, but they’re expensive and aren’t as innovative as other upcoming driver producers like ONDS and RCAT. AVAV is bloated, dilution is a serious issue, and they lost a huge contract a month ago
RCAT and ONDS. Drone warfare is the future, everyone knows it. Right now it’s just betting who comes out on top out who gets bought up by Lockheed
ONDS gonna start blowing shit up if you know what I mean.
It will be interesting to see what happens tonight with the trump speech about the war . I’m not sure if the market will be pumped tomorrow, or if it will be crap… I was thinking about buying something after hours today, in hopes he says something good and has the markets way up tomorrow . The moon launch is supposed to happen in a few hours. I did really good on LUNL the last 2 days ! You have a good average on IMRX ! Hopefully one of these days it will go up and stay up. Then we can make a nice chunk of cash! I really love buying it when it dips under $5! . But i will gladly buy until at least $6+. Almost everything has been acting weird the last couple of weeks, so I’ve been playing it a little safer . Mostly just buying shares of good companies that are on sale , like ONDS and IMRX .
What’s the deal with $ONDS? Why can’t it get over $12?
I don't even want ONDS to go up anymore. I want it to tank so I can buy more.
It looks like guaranteed dilution coming from RZLV . Dan said they wouldn’t dilute for operating cash , but they will dilute for acquisitions. So far, the acquisitions they have done were pointless in my opinion. I don’t see how anyone would be bullish on RZLV anymore . $101m net loss, $40m revenue , $0 organic growth. Then Dan had the nerve to say they had 60% organic growth lol. About the same as him saying they didn’t do that last acquisition with dilution , even though they had a $250m share offering right before the acquisition, then used the whole $250m. I think Dan is a horrible ceo. I would never trust my money with him. But I hope everyone else can make some money and get out . I added more IMRX and ONDS on the dips. It’s good to see that you are buying on the deep red days, instead of doing what most of the Reddit people do, which is chase the pump on Green Days. IMRX might take until July - October range to really get moving , but maybe not that long. I really think that is going to be one of the easier trades this year. I add every day that it drops at least 3-5%. I bought some LUNL yesterday, and made 24% on the trade today when I sold . I can’t complain about the timing on that one ha! As much as I hate the volatility from the war, it actually helps us to get cheaper shares of good companies !
watching FCHL BFRG ONDS NCI ELAB VNDA QNTM
NEWS: war is over ONDS: finally goes up ME: wtf
This one’s for the Iranian parliament: “shorts ONDS pump”
ONDS is a turd with a great marketing team.
I bought some LUNL today because the Artemis 2 moon launch is tomorrow . I’m not sure how it will work out, but the stock price is way down , so I figured I’d try a swing trade . I added more IMRX , ONDL , ONDS today
You know what I love about the market? I dont give a fuck who you are. You cannot ever predict it and anyone can be a winner. Keep the dream alive boys. I am sitting cash right now waiting to drop 50k on some calls. ONDS calls past week drop like -80%. Been eye balling them. I am looking really hard at. ONDS. UNH AND ZETA. one of those will take my money, I been a pussy and waiting for the right entry.
I’m down bad on NBIS, ONDS, RDDT, and SLS over the past month. But i still believe in all 4 in the long run
From ONDS to MU, from NBIS to PL, every single nonlargecap stock is down 10% today. They were also down 10% on friday. this is not a generetional dip opportunity, this is the end for the next 3 years.
Wait why are yall buying Puts on SPY or QQQ Puts on high beta stock like IREN and ONDS both down 7% they also have high short interest easier to fall play it easier champs.
ONDS opened my Straight of Hormz
You know it's a tough red day when even ONDS and RCAT are tanking.
Pretty violent panic selling and shorting. Does ONDS have more in assets than it does in market cap now?
# Could AI & war take the drone market parabolic this year: AVAV, ONDS, KTOS, etc. # [https://www.cnbc.com/2026/03/25/the-drone-market-is-about-to-go-parabolic-because-of-ai-and-war-how-to-play-it.html](https://www.cnbc.com/2026/03/25/the-drone-market-is-about-to-go-parabolic-because-of-ai-and-war-how-to-play-it.html)
Below 10 add shares, above 10.5/11 sell lol Love ONDS for swing trading, but I'm considering a long term hold in parallel as it has huge potential upside.
ONDS IV rank is the lowest it's ever been, might this be a good entry if we actually get boots on ground?
What is everyone thinking about RCKT after the fda approval last Friday , and the huge price drop. Even though they have a voucher worth $150m + I’ll be adding more IMRX and ONDS too
With ONDS getting this big pullback, I’m trying to put all my extra money in it. ONDL is the 2x leverage ONDS. I’m adding to that lol
ONDS is drilling to the earth's core lmao
This is a great comment and matches what I see from ONDS as well Which means it'll probably pump to $16 if the war with Iran overly continues but I don't think it will consolidate at that level it keeps falling back down.
Not necessarily for $ONDS. $RCAT, $AVAV, and $KTOS are hitting bigger contracts.
Just executed #3 or sold 30% and will be DCAing and thinking of buying Ondas. Any thoughts on Ondas $ONDS? Thinking it could go down to under $7.
What you going for? I might double my ONDS position.
# AbsOLuTeLy My ONDS calls were absolutely fucked tho TT\_TT
ONDS literally uses mesh nets with their Iron Drone. Seems like a terrible solution to me lol
ONDS does a lot of cUAS stuff, and keeps getting suppressed. Incredibly frustrating.
Lol. I bought 100 shared of ONDS at $7 and three years later sold it for $0.98. Still don't regret getting off the ride.
Personally, I’m adding heavily to ONDS and IMRX at current prices . The market could easily go down another 50% from here, but these are the best times to buy! Just keep in mind the market could keep dropping . ONDS is a no brainer at these prices in my opinion
Was just reading about ONDS in another sub Reddit , and on motley fool I think
Honestly I can't even confirm there even was an insider buy They would at least be a 10% owner at 1 billion given the market cap musta been around 8(just guestimating based on current market cap) https://finviz.com/quote.ashx?t=ONDS&p=d Only see sales
Yeah, a billion-dollar bet is eye-catching, but I'm always wary of just following big money blindly. Anyone dig into \*why\* they're so confident? What's ONDS actually doing in the wireless/drone/AI space?
glad you didn't throw away your money buying ONDS calls like I did.
I’ve been adding to my ONDS position all this week…if it drops below $8 I’m gnna load the boat!!! They did 51 mil in ‘25 and conservatively guided $375 mil for ‘26…imo this is one of the best buying opportunities in the entire market!!!
I just started getting into ONDS so forgive me for looking into old data.
Sell a lower strike (eg. $25), buy the higher strike. Voila, you've just expressed a bearish sentiment on ONDS and capped your loss. You want them both to expire worthless and collect the difference in premium.
All in $ONDS on Monday. Who’s with me?
Basically the tldr is someone put $1 billion into ONDS on January 9th at $16.45 a share. Not at market price either, they paid a 17.5% premium above what it was trading at that day. On top of that they got warrants to buy even more shares at $28. Those warrants are good for 7 years. At today’s price around $8.74 that investor is down nearly 50%. They are not selling here. Their break even is $16.45. The company itself just reported Q4 revenue up 629% year over year, raised 2026 guidance to $375 million, and has 5 analyst buy ratings with a median price target of $19. The SEC filing with all the details is here if you want to read it yourself: https://ir.ondas.com/press-releases/detail/271/ondas-holdings-inc-successfully-prices-1-billion-stock I hold shares. Not financial advice obviously. Just think the filing tells an interesting story at current prices.
It's down 56% since October but up 95% since last year. Are we going to keep leapfrogging over each other's dates to suit our respective narratives? You're welcome to carry on but I'm already bored after one round. Saying that a small-cap stock went down a few percent on the day of earnings means absolutely nothing when S&P500 hits a 6-month low and multi-billion companies are dropping far more than that. I can absolutely blame it all on the war because when I open my investment app there is a clear pattern. \- KTOS had two great announcements last week, including a $49mln contract on Thursday and still dropped over 5%. \- AVAV -5% \- BKSY -17% \- ONDS -6.8% \- UMAC -12% \- LPTH -13.5% (also an optics company with much larger market cap than KOPN) Look at the price per share of some of those companies. I don't know what the earnings figures would have had to look like for KOPN yesterday to not to drop and who was expecting them to look like that (certainly nobody who's been following the company closely enough) but to reiterate, 6% drop for a small company like that is a very small drop indeed. Also, if you look at the chart, you will see that the stock went well over 10% up on market open yesterday whereas I see no jumps of any kind for any other small-cap stock I hold - just steady downhill straight out of the gates. If the earnings were as shit as you suggest, the stock would've fallen off sharply. Also, you don't need to tell us you are down on your position - I gathered as much from how emotional you got in your post. Speculative investments clearly don't suit you and I hope KOPN has opened your eyes to that. I'd suggest you consider index funds or Coca-Cola instead.
I went all in on LUNR. Chose it over ONDS because it held its ground more, until it never. Hoping for a green Monday and Tuesday...
I’m going all in on ONDS at the weekend
Why them instead of ONDS or Amprius?
$RCAT,$ONDS,$KTOS for next week?
I’ve been reading your posts carefully and have found them very helpful. Thank you for sharing your insights. At the moment, my portfolio mainly consists of ONDS, IMRX, and AMPX. During the current market pullback, if I were to add to my positions, which stock would you suggest focusing on? I’d really appreciate your thoughts