Shay Boloor(@StockSavvyShay):THE $ONDS OFFICIAL DEEP-DIVE EPISODE JUST DROPPED What I think people are missing with Ondas is that management has spent last 18 months buying its way towards becoming an emerging defense prime spanning counter drone systems, long endurance surveillance, precision strike, ground robotics, manufacturing and the software connecting everything together. That creates a massive opportunity for Ondas but it also makes the stock so difficult to own in 2026 because so much of that growth was acquired and financed through share dilution meaning management now has to prove these businesses can grow organically and become more valuable together than they were separately.

2026.10.19 12:51

THE $ONDS OFFICIAL DEEP-DIVE EPISODE JUST DROPPED What I think people are missing with Ondas is that management has spent last 18 months buying its way towards becoming an emerging defense prime spanning counter drone systems, long endurance surveillance, precision strike, ground robotics, manufacturing and the software connecting everything together. That creates a massive opportunity for Ondas but it also makes the stock so difficult to own in 2026 because so much of that growth was acquired and financed through share dilution meaning management now has to prove these businesses can grow organically and become more valuable together than they were separately.