$ONDS Deep Dive: A Pure-Play Bet on America's Drone Dominance

$Ondas Holdings Inc.(ONDS)$ . Deep dive.

Becoming one of my top swing ideas.

Reminder:

- fourth of july is in <1 month

- america's 250th birthday

- trump talking about drone dominance

- discussions of equity stakes in drone co's

- america250 celebration

Feels like a good time to be long american defense companies...but anyways.

1) eric brock (the ceo) is not a drone founder.

- most drone CEOs are engineers

- eric spent ~20yrs as an institutional investor + port manager

- kinda odd, but

- i believe there's an angle here where ONDS is almost being treated as a investment vehicle with multiple levers:

- american robotics, airobotics, iron drone, etc

- with the goal of being anduril-type of platform with more of a robotics flair

2) anduril IPO run-up = catalyst

- look at what spaceX ipo did to $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Planet Labs Pbc(PL)$

- even half of that would re-price $Ondas Holdings Inc.(ONDS)$ completely

3) america's push for "drone dominance"

- $Ondas Holdings Inc.(ONDS)$ is currently the best pure-play public way to invest in drone dominance imo

- hegseth + trump explicitly talking about drones

4) gov't in talks to fund drone companies

- remember $Intel(INTC)$ + others?

- think could be a massive tailwind for the theme

- this is a recent development too

5) ties to israel

- airobotics (onds owned company) operates in israel

- israel = one of the world’s largest real-world drone testing environments

- having exposure to an israeli autonomy company could end up being a bigger advantage than investors anticipate

6) partnership with

$Palantir Technologies Inc.(PLTR)$ - for "drones and robotics"

- expanded partnership in march '26

- $onds can catch a thematic double whammy from drones + robotics

- two of my top emerging themes

7) six acquisitions in the past ~12 months

- roboteam, sentrycs, 4m, world view, mistral, omnisys

- key...they are NOT just buying drones companies

- they're building the full autonomous warfare stack

- air, ground, robotics, comms, detection

8) multiple bullish points aligning

- chart = been coiling + setting up for over a year

- has the story + narrative

- fundamentals improving

- great catalysts ONDS is currently trading at $10.24.

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