$ONDS Deep Dive: A Pure-Play Bet on America's Drone Dominance
$Ondas Holdings Inc.(ONDS)$ . Deep dive.
Becoming one of my top swing ideas.
Reminder:
- fourth of july is in <1 month
- america's 250th birthday
- trump talking about drone dominance
- discussions of equity stakes in drone co's
- america250 celebration
Feels like a good time to be long american defense companies...but anyways.
1) eric brock (the ceo) is not a drone founder.
- most drone CEOs are engineers
- eric spent ~20yrs as an institutional investor + port manager
- kinda odd, but
- i believe there's an angle here where ONDS is almost being treated as a investment vehicle with multiple levers:
- american robotics, airobotics, iron drone, etc
- with the goal of being anduril-type of platform with more of a robotics flair
2) anduril IPO run-up = catalyst
- look at what spaceX ipo did to $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Planet Labs Pbc(PL)$
- even half of that would re-price $Ondas Holdings Inc.(ONDS)$ completely
3) america's push for "drone dominance"
- $Ondas Holdings Inc.(ONDS)$ is currently the best pure-play public way to invest in drone dominance imo
- hegseth + trump explicitly talking about drones
4) gov't in talks to fund drone companies
- remember $Intel(INTC)$ + others?
- think could be a massive tailwind for the theme
- this is a recent development too
5) ties to israel
- airobotics (onds owned company) operates in israel
- israel = one of the world’s largest real-world drone testing environments
- having exposure to an israeli autonomy company could end up being a bigger advantage than investors anticipate
6) partnership with
$Palantir Technologies Inc.(PLTR)$ - for "drones and robotics"
- expanded partnership in march '26
- $onds can catch a thematic double whammy from drones + robotics
- two of my top emerging themes
7) six acquisitions in the past ~12 months
- roboteam, sentrycs, 4m, world view, mistral, omnisys
- key...they are NOT just buying drones companies
- they're building the full autonomous warfare stack
- air, ground, robotics, comms, detection
8) multiple bullish points aligning
- chart = been coiling + setting up for over a year
- has the story + narrative
- fundamentals improving
- great catalysts ONDS is currently trading at $10.24.
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