$Ondas Holdings Inc.(ONDS)$ They're launching LADOS, a unified command-and-control layer that connects sensors, drones, robots, and effectors for autonomous defense missions. Paired with SkyWeaver, the Ondas $Palantir Technologies Inc.(PLTR)$ powered AI layer, LADOS helps move the company from individual drone products toward a broader systems-of-systems defense platform.
Everyone has a different investing style, and that's perfectly fine. The best investment isn't necessarily the one with the highest potential return—it's the one you can hold through volatility without constantly second-guessing yourself. For me, $NVIDIA(NVDA)$ and $ARM Holdings(ARM)$ fit that mindset. Conviction matters, but so does being able to stay invested when the market inevitably gets noisy.
The stock ripped from around $218 to $235 after hours, up roughly 6%, off a single endorsement from Jensen Huang. Classic momentum ignition move. But the real signal is in ARM. Even after closing around $346, it pushed toward $350 after hours despite the intraday RSI already being stretched. The market isn't just trading Qualcomm here. It's re-rating the entire ARM ecosystem. Why? Because Qualcomm chips are built on ARM architecture. So when demand expectations rise for $Qualcomm(QCOM)$ across edge AI, mobile AI, automotive, and AI PCs, the market immediately translates that into higher royalty potential for ARM. More Qualcomm volume equals more ARM exposure. That's the flow logic driving the after-hours strength.
$Cerebras Systems(CBRS)$ Cerebras just got coverage from two analysts. UBS initiated with a Buy rating and a $300 price target. Morgan Stanley initiated with an Overweight rating and a $250 price target. Both are bullish on the stock at its current level around $201.
$ARM Holdings(ARM)$ Other companies in the past that also had P/E ratios similar to ARM include: Amazon, which was known for high multiples. NVIDIA before it took off looks a lot like ARM does now. Also Cisco Systems and Microsoft.