Citizens initiated $ONDS at Market Outperform with a $14 price target calling it a “dynamic player in autonomous systems category” across aerial security, precision strike, ISR & autonomous ground systems. What stands out to me is C-UAS where Sentrycs can soft kill cheaper threats through RF takeover while Iron Drone Raider handles harder targets giving Ondas a layered stack that can push cost curve back toward the defender. The question now is whether Ondas can build fast enough to deliver it with Rotron orders already above full year expectations and backlog jumping to $613M.

Citizens expects Robinhood Chain to generate about $365M in net revenue for $HOOD in 2027, or roughly $1M per day. Its estimate assumes underlying sequencer revenue runs about 65% below the recent 7-day average. Citizens raised its price target to $165.

Citizens Bank thinks $TSLA Optimus could eventually go after a ~$1.7T U.S. labor market with ~$300B of work already realistic in factories, warehouses and back-of-house jobs. Whats even more wild is that a humanoid is modeled at ~$5/hour versus ~$35/hour for a human worker with payback in under ~18 months. That gives Tesla a massive advantage as the first customer because it can lower its own labor costs while proving Optimus works before selling it into the broader market.

Citizens Bank thinks $TSLA Robotaxis can still generate ~87% IRRs even at ~$100K per vehicle. That’s what makes this so interesting because removing the driver can cut the cost of a ride by more than half giving Tesla room to spend more on sensors and compute while still generating really strong returns.

"citizens strongly support regulating AI & generally prioritize safety over innovation, public governance over private self-regulation, & international over national approaches" Thankfully we don't live in a direct democracy.

Citizens who oppose Flock cameras and the erosion of Americans’ privacy should call their local officials and make their voices heard. In a constitutional Republic, government is accountable to the people. Not the other way around.