I've been slowly adding to $ONDS again because after years of acquisitions across autonomous defense I think we're finally reaching the point where we get to see whether all those pieces can form a real platform.
The company now has counter-drone systems, long-endurance surveillance through ULTRA and World View, Mistral's defense relationships, ground robotics and a growing software layer through $PLTR, Omnisys, DefenseOS and Regna that could connect everything together.
The upside could be massive as modern warfare shifts toward coordinated autonomous systems across air and ground so Ondas has essentially bought all the pieces it needed to become a serious player but now they have to prove they built a company.