ONDS · Ondas Holdings Inc.Ondas Holdings Inc.
📋 Trump administration is funding US drone manufacturers through Pentagon's Strategic Capital Office, with an $1
Trump administration is funding US drone manufacturers through Pentagon's Strategic Capital Office, with an $1.1B program targeting 300k attack drones by 2027. Multiple companies across direct beneficiaries and supply chain stand to benefit.
Evidence & details
- +Wall Street Journal report on Trump administration negotiating to fund US drone makers through Pentagon's Strategic Capital Office
- +Identified $1.1B drone dominance plan targeting 300k attack drones by 2027
- ⚡Government funding and contracts expected to flow to US drone manufacturers
- ⚡Massive production target (300k drones) by 2027 driving demand for components
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Post Timeline · 2 posts
川普的国家资本主义正在四处开花，这次是无人机。看华尔街日报昨晚报道川普政府正在谈判通过五角大楼战略资本办公室资助美国无人机制造商。相同的11亿美元无人机主导计划，目标到2027年生产30万架攻击无人机。 简单梳理下美国的无人机生态： 1）直接受益者： $UMAC：与特朗普Jr.有关联，已赢得陆军电机合同。 $RCAT：Teal Drones，蓝UAS名单，位于小型无人机采购领域。 $AVAV：Switchblade和Puma，美国上市的最大攻击无人机纯正玩家。 $KTOS：XQ-58 Valkyrie，更广泛的无人系统推进。 $ONDS：军事和国土安…
Thesis: Trump administration is funding US drone manufacturers through Pentagon's Strategic Capital Office, with an $1.1B program targeting 300k attack drones by 2027. Multiple companies across direct benefic…
@bennybigbull Personally speaking, I feel like $ONDS is richly priced compared to other drone companies. I have $AVAV, $DPRO, $KTOS, and $AIRO for drone exposure. (Just going off the top of my head, dont take this too literally) Fwd EV/revenue multiples was ~28s+ now for Onda…
Thesis: ONDS is richly priced compared to other drone companies (AVAV, DPRO, KTOS, AIRO) based on forward EV/revenue multiples. Other drone companies offer higher upside.
Overview of 10 thematic investments for 2026, focusing on evolution, disruption, and bottlenecks in soft robotics, silicon photonics (InP bottleneck), glass substrates, money movement (disruption to card networks), AI cloud layers, LLM cybersecurity, LEO space infrastructure, consumer agentic workflows, distributed computing latency, and copper interconnect life extension. Expresses bullish views on specific companies and bearish on incumbent payment networks Visa and Bank of America.
source ↗A comprehensive set of stock ratings for 2026, focusing on recovery plays from tax-loss harvesting and sector tailwinds in AI, semiconductors, data centers, and defense, while avoiding overvalued quantum and retail names.
source ↗ONDS is richly priced compared to other drone companies (AVAV, DPRO, KTOS, AIRO) based on forward EV/revenue multiples. Other drone companies offer higher upside.
source ↗$ONDS has a 28 P/S ratio vs $AIRO's 2.5, indicating it is richly priced, but standalone $ONDS is still a justified pick.
source ↗Despite tariff panic, fundamental buildout in defense, AI, and domestic hardware remains unchanged, presenting a valuation opportunity.
source ↗Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc.) citing catalysts like memory supercycle, bottlenecks, and AI tailwinds. Buy on 32 stocks including COIN, SMCI, GOOGL, and several crypto and drone plays. Questionable on VELO and SKYT due to weak fundamentals. Avoid on 11 stocks (UAVS, BKKT, PLTR, etc.) due to dilution, high debt, or overvaluation. Overall bullish on AI, memory, bottlenecks, made-in-America supply chains, and defense, with a long-term view until after midterms.
source ↗Market liquidation cascades from silver crash and hawkish Fed nomination fears, but overall fundamentals remain bullish with expected rate cuts and AI growth. Recommend repositioning to FCF-generating names and being cautious on speculative high-beta names.
source ↗Trump administration is funding US drone manufacturers through Pentagon's Strategic Capital Office, with an $1.1B program targeting 300k attack drones by 2027. Multiple companies across direct beneficiaries and supply chain stand to benefit.
source ↗