r/ONDS

Any idea why ONDS is trending #1 on stocktwits right now?

FBI seized 600+ drones at World Cup events (doubled in under 2 weeks)

Ondas Sentrycs deployed at most venues (according to company: ~70% of U.S. host cities + Canada/Mexico) with safe non-kinetic Cyber-over-RF tech. executing well it seems

Entire market is down, real estate is cooked, open ai indefinitely pushing IPO plans, buffet sitting on 400 billion of cash and burry shorting everything. Are we cooked? I’m holding 2100 shares at 10.44. Can’t afford to sell at a loss. What does everything think is going to happen when everything starts falling apart with ONDS?

EDIT - I heavily believe in this company and leadership but overall market forces seem to have a strong effect on this company and its industry rn that’s why I’m worried. Don’t drag me lmao

What to post

DD or insights into the company

Opinions on the company or stock

News related to the company or sector.

Anduril’s failure in Ukraine is the best representation of the future that US/Israeli autonomous systems have in deployment, right? What sets Ondas apart as a autonomous systems defense contractor? Would love to get your thoughts, too many short-sighted price action related posts lately I just want to discuss fundamentals

What to post

DD or insights into the company

Opinions on the company or stock

News related to the company or sector.

What does ONDS do? Other than lose value. Explain it like I’m too stupid/lazy to figure it out on my own

What to post

DD or insights into the company

Opinions on the company or stock

News related to the company or sector.

Seen people in the past saying this is going to be $100 a share or this August it will skyrocket to around $25 a share. Anything is possible but I'm also thinking it could tank more.

Lol is the stock down cus of the peace formed in the war overseas?

Like if there's no war... Then theres no point in drones...

Aside from Ukraine using onds drones, like.. No1 else is using them. So... Onds is basically plateued and spiraling eventually...

Am i not wrong?

What to post

DD or insights into the company

Opinions on the company or stock

News related to the company or sector.

There has been a very laissez-faire attitude toward moderation around this sub since it was started. This was intentional and could be used for retail sentiment monitoring.

Unfortunately the sub has devolved to a point where there is rarely any intelligent conversation and certain users spamming the same old story (over and over and over again).

THIS WILL NO LONGER BE THE CASE.

The ‘Shitpost’ flair has been removed, that was an epic fail.

Low effort posts (especially from users with patterns of them) will be deleted.

If mods have to delete your post for lack of value, you will be flagged. If it occurs twice or more you will be banned in an escalating fashion starting with 3 days up to and including full ban.

Comments will still be monitored with less scrutiny, but if a user is hijacking every posted thread with the same old BS they will be banned in the same escalatory nature.

THIS DOES NOT MEAN….
-Every bear post will be deleted. Well thought out and articulated bear cases are welcome.
- memes are not welcome. A well timed meme on the sub can be funny.

HOW YOU CAN HELP
- Most importantly we need some intelligent posts to kick off good discussions. So post quality content!!
- Report the BS (They will be looked at given time)
- So many on this sub talk about “the bots”. Point them out via mod mail and they will be removed if obvious.

This sub was once a place you could come for good information and discussion. Not certain it will ever return there but it’s time for some change.

Mods never want to be the gatekeeper of truth, you all should know to do your own DD on what is said here. MODS WILL HOWEVER NOW BE THE GATEKEEPERS OF SLOP, SO DONT POST IT!

Open to the subs thoughts here, anything missing that should be ban-able?

Anyone who has ever lived through an IT integration or CRM migration will know this pain, especially a legacy nightmare like ripping out Oracle CRM to migrate data into SAP CRM—knows the absolute agony of data silo mismatches, conflicting schemas, custom API wrappers, and the ultimate horror: systems that simply refuse to speak the same language (i.e bespoke systems to salesforce)

• Looking at these acquisitions (Airobotics, Sentrycs, Omnisys, Rotron, Cyberhawk), my first thought is how on earth are they going to integrate all these into 1 system and their IT / Engineering guys must be getting paid top $$$ for the nightmare they're about to walk into.

• But I'm not familiar with the architecture here and it's probably structurally different from typical corporate IT systems. As I understand it ONDS is building a "System-of-Systems" defence stack, so how does the tech stack work? How different are these systems?

• On the surface, the acquisitions look completely fragmented:

• Airobotics & American Robotics: Heavy physical hardware (Optimus drones and automated, mechanical robotic docking stations).

• Sentrycs: Cyber-over-RF and Protocol Manipulation software (hacking into drone radio signals).

• Omnisys: Military BRO™ (Battle Resource Optimization) AI battlefield software.

• Cyberhawk: Cloud-based enterprise asset analytics and visual mapping software (iHawk).

• If you tried to integrate these using standard legacy enterprise methods, it would be an expensive disaster. So it looks like ONDS's core engineering team designed a structural abstraction layer called LADOS (Layered Autonomous Defence Operational Command-and-Control System), which they officially unveiled at Eurosatory.

• LADOS acts as a universal adapter. It doesn't force Sentrycs to change its code or rewrite Airobotics' physical drone firmware. Instead, LADOS uses containerized microservices and highly standardized defence APIs to orchestrate them as independent puzzle pieces and with automation loops.

An example of this is a real-world example of how these completely different systems interoperate is their newly won $20 Million U.S. Border Protection Contract.

• 1.The Sense Layer (Sentrycs):Real-Time Detection. Sentrycs' passive RF antennas scan the sky. It intercepts an unauthorized drone's protocol, extracts its exact telemetry data, and pushes that data payload up to the central network via a unified API.

• 2.The Decide Layer (Omnisys AI):Algorithmic Threat Assessment. Omnisys’ BRO™ software takes the raw threat data from Sentrycs. It uses operational research AI to instantly calculate the threat level, assess available resources, and determine the optimal course of action.

• 3.The Orchestrate Layer (LADOS):Command & Control. The LADOS command dashboard passes the instruction from the AI over to the hardware ecosystem without human intervention, acting as the centralized bridge.

• 4.The Act Layer (Airobotics):Kinetic Execution. The robotic Airobotics base station automatically pops open. An Iron Drone Raider interceptor launches autonomously, flies to the exact GPS coordinates provided by Sentrycs, shoots a physical net to capture the target, and returns to base.

That's how I understand its going to all work and looks like they have succeeded in integration already but is there anybody with real technical expertise who can share ideas and confirm this?

It's one of the biggest question marks for me as a long time share holder of ONDS

How do we feel about no one showing up on the list?
Am I missing something here?

This feels important. Is this important?