To The Moon

Short-sighted sellers are dumping $Ondas Holdings Inc.(ONDS)$ right now because of the near-term operating expense hump from integrating their recent wave of acquisitions (Mistral, World View, Sentrycs). Yes, Q1 expenses spiked to $67M, but focusing strictly on trailing net losses completely misses the exponential top-line velocity. Management just locked down over $30M in new orders in May alone, pushing Q2-to-date order flow past an incredible $110M. More importantly, because of this massive commercial traction, they officially raised FY2026 revenue guidance to at least $390M and pulled forward their projected adjusted EBITDA profitability timeline by a full six months to Q1 2027. This temporary pullback is giving patient capital an incredible e

Short-sighted sellers are dumping $Ondas Holdings Inc.(ONDS)$ right now because of the near-term operating expense hump from integrating their recent wave of acquisitions (Mistral, World View, Sentrycs). Yes, Q1 expenses spiked to $67M, but focusing strictly on trailing net losses completely misses the exponential top-line velocity. Management just locked down over $30M in new orders in May alone, pushing Q2-to-date order flow past an incredible $110M. More importantly, because of this massive commercial traction, they officially raised FY2026 revenue guidance to at least $390M and pulled forward their projected adjusted EBITDA profitability timeline by a full six months to Q1 2027. This temporary pullback is giving patient capital an incredible e

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$ServiceNow(NOW)$ ServiceNow ($NOW) has been one of the software stocks I continue to accumulate through dollar-cost averaging, even as the broader software sector experiences periodic pullbacks. While market sentiment has shifted away from high-multiple technology names in recent months, I view the current weakness less as a threat and more as an opportunity to gradually build a position in a high-quality business. The reason is simple: ServiceNow remains one of the most important enterprise software platforms in the world. What started as an IT workflow solution has evolved into a mission-critical operating system for large organizations, helping companies automate processes across IT, HR, customer service, security, and operations. Once emb

$SpaceX(SPCX)$ shares are priced at $135 for its $2 trillion IPO. Its return is 100x-200x by 2035. These 20 companies will benefit the most: 1. $BlackSky Technology Inc.(BKSY)$ ~$34 AI-ready Earth observation satellites feed SpaceX orbital intelligence layer. 2. $Spire Global Inc.(SPIR)$ ~$20 Space data analytics monetizing SpaceX's growing orbital constellation. 3. $Archer Aviation Inc.(ACHR)$ ~$5 Air mobility networks integrate with Starlink's low-latency infrastructure. 5. $Satellogic(SATL)$ ~$7 High-resolution imaging complements SpaceX orbital AI compute constellation data.

Outsized performance isn’t driven by trade selection alone—it comes down to these four principles, which have a far greater impact on your results than simply being right on a few trades. Two traders can run the exact same ideas over a full year and still end up with drastically different outcomes—anywhere from +30% to +500% on the same set of trades. The gap comes down to 1. Execution Quality — the same idea traded to the same exit price can be a 3R vs 10R difference on the same 1R loss. You multiply that by one full year of trade execution. Optimal entry is very important to me, and if you’re subscribed, you’ll know how strict I am about what qualifies as an actionable setup. I am very sure this is the biggest takeaway from the community how entry quality can define your performance in j

Relative strength data continues to highlight a broadening market advance, with leadership extending well beyond the AI and semiconductor complex. Over the past month, capital has rotated into a diverse group of industries spanning consumer discretionary, financials, healthcare, industrials, and technology. Among the strongest-performing groups are Leisure & Travel ( $INVESCO LEISURE AND ENTERTAINMENT ETF(PEJ)$ ), Homebuilders ( $iShares U.S. Home Construction ETF(ITB)$ $SPDR S&P Homebuilders ETF(XHB)$), Retail ( $SPDR S&P Retail ETF(XRT)$ ), Transportation ( $iShares U.S. Tr

Today’s post is taking a break from the usual all-serious, all-business posts that I have been sharing. Let’s hope it finds traction with you as it did with me. Let’s Go ! FAANG > Mag 7 > MANGOS ? Wall Street has never met an acronym it didn't like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors - trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, 50% marketing slogan and 50% investment thesis, goes by the name MANGOS. The constituents are: (Six members in total) $Meta Platforms, Inc.(META)$. Anthropic. $NVIDIA(NVDA)$ $Alphabet(GOOG)$. OpenAI.