@YoYInvestor Compound Interest Enjoyer ๐Compound Interest Enjoyer ๐ posts on X about $onds, $bmnr, $glxy, $eth the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 42.05% finance 35.8% cryptocurrencies 17.05% countries 6.25% technology brands 3.98% financial services 2.84% exchanges 2.84% currencies 1.14% social networks 1.14% automotive brands 0.57%
Social topic influence $onds #17, $bmnr 18.18%, $glxy 14.77%, $eth 12.5%, this is 11.93%, market 9.66%, business 9.09%, systems #172, crypto 6.82%, the most 6.25%
Top accounts mentioned or mentioned by @fundstrat @ceoondas @bitmnr @ondasholdings @sentrycs @tradesonvibes @ivem5 @novogratz @yoki_sgn @bleacherbum23 @itsrobertburns @djstra @coffeestocksguy @goodbye17171717 @mind1nvestor @thelonginvest @galaxyhq @sharplink @ethzillaethz @amitisinvesting
Top assets mentioned Ondas Holdings Inc. Common Stock (ONDS) BITMINE IMMERSION TECH (BMNR) Galaxy Digital Inc. (GLXY) Ethereum (ETH) Hims & Hers Health, Inc. (HIMS) ETHZilla Corp (ETHZ) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Oscar Health, Inc. (OSCR) Goldman Sachs (GS) Mario Coin (COIN) Bitcoin (BTC) SBET (SBET) Cipher Mining Inc. Common Stock (CIFR) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Circle Internet Group, Inc. (CRCL)
Top posts by engagements in the last [--] hours
"NOBODY IS TALKING ABOUT THIS TINY $90M MC ANDURIL PARTNER OPERATING IN THE MARITIME DOMAIN๐คซ (IT IS NOT $KRKNF) Ocean Power Technologies Inc. $OPTT is a micro-cap provider of autonomous maritime platforms renewable offshore power systems and maritime domain awareness solutions serving defense homeland security and offshore infrastructure markets. The company has evolved from wave energy research into a focused maritime autonomy and intelligence strategy. Its core offerings include the Merrows Maritime Domain Awareness Solution PowerBuoy energy platforms and WAM-V unmanned surface vehicles."
X Link 2026-01-25T03:40Z [----] followers, 105K engagements
"$ONDS Vanguard added over [--] million shares of $ONDS from November 7th to December 31st and their position is worth more than $230M. Why would they do something like that Vanguard Group Inc reports 39.89% increase in ownership of $ONDS / Ondas Inc. On January [--] [----] - Vanguard Group Inc filed a 13F-HR form disclosing ownership of [--------] shares of Ondas Inc. (US:ONDS) valued at $183167452 USD as of December [--] [----]. The entity filed a https://t.co/AMmnJyxdpt Vanguard Group Inc reports 39.89% increase in ownership of $ONDS / Ondas Inc. On January [--] [----] - Vanguard Group Inc filed a 13F-HR"
X Link 2026-01-29T19:41Z [----] followers, 21.5K engagements
"$ONDS MORE HMFI RFIs FROM THE DEPARTMENT OF DEFENSE: Lethal payload packages and and integration enabling technologies. The Army is looking for tech and payloads that enable human-machine teaming for armed autonomous or semi-autonomous systems. $ONDS can best assist here in terms of the lethal payload packages RFI via the Wsp platform + Nammo munition combo as the Army is looking specifically for UAS launch systems as lethal payloads. Both RFIs emphasize MOSA (modular open systems approach) common interfaces and interoperability. If that isnt $ONDS I dont know what is. CC: @CeoOndas"
X Link 2026-01-29T20:37Z [----] followers, [----] engagements
"$ONDS Crisis averted ๐ The government is NOT shutting down. Bring on the contracts. Breaking News: Senate Democrats and the White House struck a spending deal to avert a government shutdown and negotiate reining in the immigration crackdown. https://t.co/ew4TCr7H3v Breaking News: Senate Democrats and the White House struck a spending deal to avert a government shutdown and negotiate reining in the immigration crackdown. https://t.co/ew4TCr7H3v"
X Link 2026-01-29T23:08Z [----] followers, 17.5K engagements
"$ONDS Panicking is for losers. Stick to the script"
X Link 2026-01-29T23:35Z [----] followers, [----] engagements
"$ONDS Adding some common shares here at $10.57 165% move to the $28 warrants"
X Link 2026-01-30T17:22Z [----] followers, [----] engagements
"CC: $ONDS People The Marines just filed a notice of intent to award a contract to V2X for up to [--] of these GBAD vehicles that run about $200000 each. This is a highly mobile rugged C-sUAS form factor that protects dismounted Marines from hostile drone threats. The United States Government intends to procure up to [--] systems to include training initial spares and reimbursable repairs with an expected delivery date for two systems of no later than [--] May [----] and delivery of the remaining [--] systems no later than December [----] to meet an FY27 initial operational capability requirement. The"
X Link 2026-01-30T20:12Z [----] followers, [----] engagements
"$ONDS BREAKING: DEFENSE LOGISTICS AGENCY LAUNCHES ONLINE DRONE MARKETPLACE THE AMAZON PRIME FOR DOD-BACKED UAS AND C-UAS SOLUTIONS What a find by @ive_m5 The marketplace created in collaboration with DLAs Information Technology office offers a streamlined process for ordering a wide array of UAS C-UAS and related accessories from the Defense Contract Management Agencys Blue List which certifies systems are secure reliable and compliant with the National Defense Authorization Act. The government has created a list of vetted and certified platforms and they are saying we want you to buy these"
X Link 2026-01-31T00:47Z [----] followers, [----] engagements
"$ONDS DRONE WARFARE WILL DOMINATE MILITARY BUDGETS AND IT BEGINS NOW. As I review the contracts awarded every day by the DoD I already know whats right around the corner: massive allocations to UAS/C-UAS nonstop. Drone warfare (both offensive UAS systems and C-UAS systems) is emerging as one of the fastest-growing and most prioritized budget line items in the U.S. military right now driven heavily by lessons from Ukraine and a push for "drone dominance" under the Trump. The FY2026 defense budget simplified: - The Pentagon's overall request includes $13.4B dedicated to autonomous systems"
X Link 2026-02-01T01:00Z [----] followers, [----] engagements
"$ONDS NEW C2 BEING SHOWCASED THIS WEEK AT THE SINGAPORE AIRSHOW THE OPERATIONAL MIND BEHIND THE ONDAS SYSTEM OF SYSTEMS @OndasHoldings will be showing off their new C2 platform this week that builds on existing tech and acquisitions creating an autonomous ecosystem of previously disconnected siloed systems. The unified and autonomous command-and-control layer being shown this week by Ondas in Singapore connects and coordinates fixed and mobile platforms from low-altitude aerial systems to unmanned ground systems. This operational layer delivers accurate real-time situational awareness"
X Link 2026-02-02T05:41Z [----] followers, [----] engagements
"$ONDS The future of warfare soldiers not as frontline shooters but as command nodes for an arsenal of autonomous aerial ground and marine systems"
X Link 2026-02-02T06:26Z [----] followers, [----] engagements
"$ONDS IS BECOMING A NEO-PRIME FOR AMERICAN AND ALLIED DEFENSE RIGHT BEFORE OUR EYES ROTRON AERO PARTNERS: LOCKHEED MARTIN RAYTHEON NORTHROP GRUMANN U.S. DEPARTMENT OF WAR UK MINISTRY OF DEFENCE And yeah the Rotron Aero DT-300 is already on the Blue UAS list. The Talon DT-300 is a fully electric vertical take-off and landing (VTOL) payload delivery system with unmatched performance in its class. With a [--] km range and the ability to carry a [--] kg payload more than double the lift capacity of comparable VTOL platforms the DT-300 enables missions that were previously out of reach for electric"
X Link 2026-02-02T14:20Z [----] followers, [----] engagements
"$ONDS YOU MUST WATCH THIS VIDEO OF THE ROTRON AERO DT-300 Beyond incredible resupply endurance and missile/javelin capabilities the Blue UAS-certified DT-300 can act as a mothership for up to [--] drones. Theyre going to be rigging this thing up with [--] Wsps at a time ๐คฏ๐คฏ๐คฏ $ONDS IS TRANSFORMING INTO AN ABSOLUTE FORCE FOR DEFENSE AND MILITARY OPERATIONS https://twitter.com/i/web/status/2018335961294278771 https://twitter.com/i/web/status/2018335961294278771"
X Link 2026-02-02T14:49Z [----] followers, 24.8K engagements
"$ONDS NOW HAS [--] ATTRITABLE NDAA-COMPLIANT SWARM-CAPABLE FPV DRONE PLATFORMS IN THEIR ARSENAL [--]. Rift Dynamics Wsp [--]. PDW AM-FPV [--]. Rotron Aero RT-Target10 This is the future of drone warfare and $ONDS is stacking the odds in their favor"
X Link 2026-02-02T15:11Z [----] followers, [----] engagements
"$ONDS Its go time. At scale $ONDS can provide the Department of War the dynamic trio: Rift Dynamics Wsp + PDW AM-FPV + Rotron Aero RT-Target10 for attritable NDAA-compliant swarm-capable FPV attack drones to help unleash American Drone Dominance. If you think youre late to the party think again this is just the beginning. Scaling mass attritable drones. Unleashing American Drone Dominance. https://t.co/CYxfGVmVIU Scaling mass attritable drones. Unleashing American Drone Dominance. https://t.co/CYxfGVmVIU"
X Link 2026-02-02T16:40Z [----] followers, [----] engagements
"$ONDS While official details on the pricing of the Rotron Aero acquisition have not been disclosed I am estimating very conservatively that $ONDS used less than 10% (potentially even 5-7%) of their $1.5B in pro-forma balance sheet cash. We have a whole lot of cash left to deploy strategically So much room for activities. https://twitter.com/i/web/status/2018381118811078820 https://twitter.com/i/web/status/2018381118811078820"
X Link 2026-02-02T17:48Z [----] followers, [----] engagements
"$ONDS From the Airobotics LinkedIn page: We were excited to kick off the Singapore Airshow today as part of Ondas accelerating our Asia-Pacific presence with combat-proven cutting-edge autonomous defense systems. The event marks the launch of Ondas new defense offering focused on building a new generation of robotic autonomous forces designed for modern defense and security operations. This is a team of builders that is is paving the way for the future of defense and security. No two ways about it. By the way check the zoomed in picture of the gentlemen deeply analyzing the D ๐"
X Link 2026-02-03T15:22Z [----] followers, [----] engagements
"$ONDS Take some time to appreciate how far this company has come in less than a year (although they have been diligently working toward what theyre now accomplishing since 2018) Last year $ONDS was on the verge of being delisted by NASDAQ for failing to meet closing bid requirements of a price above $1 for [--] consecutive days. Since re-gaining compliance in June [----] they never looked back. Fast forward less than [--] months and this business is firing on all cylinders executing their vision flawlessly winning meaningful global contracts expanding capabilities in UAS/C-UAS accretively and"
X Link 2026-02-03T17:41Z [----] followers, [----] engagements
"$ONDS RIFT DYNAMICS + AMERICAN ROBOTICS IN ON GAUNTLET PHASE I AFTER ALL ๐คฏ๐คฏ๐คฏ ๐จ $ONDS Heard from a trusted source that Rift together with American Robotics is in on Gauntlet Phase I ๐ I think they'll push some PR out soon. Patience guys. we are still sooo early ๐ https://t.co/Snhmjh0khM ๐จ $ONDS Heard from a trusted source that Rift together with American Robotics is in on Gauntlet Phase I ๐ I think they'll push some PR out soon. Patience guys. we are still sooo early ๐ https://t.co/Snhmjh0khM"
X Link 2026-02-03T21:14Z [----] followers, [----] engagements
"$ONDS CONFIRMED: WSP WILL BE AT PHASE I OF THE DOW DRONE DOMINANCE GAUNTLET๐ฅ๐ฅ๐ฅ WE DID IT FOLKS We are happy to see our Wasp Invited to Compete in Phase I of the Drone Dominance Program via @AmericanRobotic 's partnership with W S Darley & Co. On to the Gauntlet https://t.co/4SacnZ5D4A $ONDS https://t.co/eF4rJaw9O0 We are happy to see our Wasp Invited to Compete in Phase I of the Drone Dominance Program via @AmericanRobotic 's partnership with W S Darley & Co. On to the Gauntlet https://t.co/4SacnZ5D4A $ONDS https://t.co/eF4rJaw9O0"
X Link 2026-02-03T22:51Z [----] followers, 10.5K engagements
"$ONDS BEEN SAVING THIS ONE ๐ฅ ONWARD TO THE GAUNTLET FOR THE WSP"
X Link 2026-02-03T22:53Z [----] followers, [----] engagements
"$ONDS In honor of the Rift Dynamics Wsp getting invited to participate in Phase I of the Drone Dominance Gauntlet I made a short edit of the Wsp in action using my amateur video-editing skills. Congrats to @OndasHoldings x @CeoOndas x Rift Dynamics x W S Darley on this achievement as $ONDS continues to deliver mission critical aerial assets to American and allied militaries and agencies. See you on February 17th for the real test ๐ฅ https://twitter.com/i/web/status/2018865783435079893 https://twitter.com/i/web/status/2018865783435079893"
X Link 2026-02-04T01:54Z [----] followers, [----] engagements
"$ONDS Adding shares"
X Link 2026-02-04T14:58Z [----] followers, [----] engagements
"$ONDS A lot of people have been dying for an entry on $ONDS but they wont touch it here purely due to the fact that its indiscriminately down 15% in a day. Despite numerous positive developments that will result in meaningful revenues for the company $ONDS has fallen around 37% from 52-week highs i.e. there is a noticeable disconnect between stock price and business strength/momentum. Not financial advice but this is the fear that you lean into and buy not the fear that you succumb to. I have experienced many such days like this holding $ONDS and I have never regretted adding exposure when"
X Link 2026-02-04T17:11Z [----] followers, 13.6K engagements
"$ONDS went as high as +50% YTD in early January. $ONDS is now -7% YTD as of today. Since January 1st: [--]. $ONDS raised YE2026 guidance to $180M from $140M [--]. $ONDS raised pro-forma balance sheet cash to $1.5B [--]. $ONDS received Blue UAS approval for the American Robotics Optimus [--]. $ONDS launched new Defense and Security offering at the Singapore Airshow [--]. $ONDS acquired Rotron Aero [--]. $ONDS secured a multi-phase defense contract in Asia-Pacific [--]. $ONDS was invited to participate in Phase I of the Drone Dominance Gauntlet in partnership with Rift Dynamics x American Robotics x W S Darley 8."
X Link 2026-02-04T17:47Z [----] followers, 18.3K engagements
"$ONDS Added commons at $9.33 Added 10C for January [----] at $5.26 Added 7.5C for January [----] at $4.66"
X Link 2026-02-04T18:21Z [----] followers, [----] engagements
"$ONDS I would love to hear @CeoOndas take on this absolute nonsense but Im sure Eric would rather let the business execution do the talking. Lets find out who wins at the end of this. $ONDS JCapital Research cautions on Ondas: 'Ondas Wont Live Up to the Hype' "A drone company that primarily derives revenue growth based on high-priced money-losing acquisitions funded by massive share dilution should not be celebrated as a great investment. We believe Ondas $ONDS JCapital Research cautions on Ondas: 'Ondas Wont Live Up to the Hype' "A drone company that primarily derives revenue growth based on"
X Link 2026-02-04T19:06Z [----] followers, 14.2K engagements
"$ONDS Probably nothing ๐คทโ $ONDS ๐จ LIVE: @CeoOndas on Fox Business discussing Optimus๐ https://t.co/icKFhy1lWO $ONDS ๐จ LIVE: @CeoOndas on Fox Business discussing Optimus๐ https://t.co/icKFhy1lWO"
X Link 2026-02-04T20:51Z [----] followers, [----] engagements
"$ONDS James Acuna wants [----] Fat Shark headsets used to supervise and control high speed FPV drones ๐ Headsets like Fat Sharks offer high resolution and low latency video feeds to drone pilots that need to be the drone when supervising autonomous FPV missions or controlling BVLOS strike missions. This tech gives drone pilots critical precision and vision required for successful FPV operations. Why might James Acuna need that many FPV headsets ๐ค https://twitter.com/i/web/status/2019161486812459378 https://twitter.com/i/web/status/2019161486812459378"
X Link 2026-02-04T21:29Z [----] followers, [----] engagements
"@RemoteNavigator $BITF and $ONDS are completely different and should not be compared bro"
X Link 2026-02-05T01:03Z [----] followers, [---] engagements
"$ONDS Managed to buy shares at $8.99 in the pre-market"
X Link 2026-02-05T14:03Z [----] followers, 11K engagements
"$ONDS I am as bullish now as I was when we were at $15. If youre hyper focused on short term price action youre missing the entire thesis that is being played out not over days weeks or months but years. Stock price will always take care of itself when you have world class leadership and business execution. Stay strong out there folks. https://twitter.com/i/web/status/2019429192878735634 https://twitter.com/i/web/status/2019429192878735634"
X Link 2026-02-05T15:13Z [----] followers, 14.5K engagements
"$ONDS While the market indiscriminately punishes the stock and investors panic about short term price action the team is hard at work advancing their mission to become a true leader in C-UAS tech for homeland security. Counter-UAS is no longer niche. Its a core homeland security requirement. Companies that provide robust C-UAS solutions are critical to national security. There will always be room in the budget for protecting the homeland and thats exactly what $ONDS does. https://twitter.com/i/web/status/2019461395230646491 https://twitter.com/i/web/status/2019461395230646491"
X Link 2026-02-05T17:21Z [----] followers, [----] engagements
"๐จTHIS IS MASSIVE FOR $ONDS๐จ WHAT IS HAPPENING: The U.S. Army Test and Evaluation Command (ATEC) is opening access to its national test ranges and evaluation infrastructure to industry academia and other partners so they can conduct independent RDT&E experimentation and system maturation. This is not a procurement or contract solicitation. Instead its about accelerating capability validation outside traditional slow acquisition channels. ATEC controls some of the most unique test environments in the worldWhite Sands Missile Range Dugway Proving Ground Electronic Proving Ground Yuma Proving"
X Link 2026-02-05T17:50Z [----] followers, [----] engagements
"Yes really. Look at other sector names like $RCAT and $UMAC. You lost me with this one. Also consider the extremely high short interest. Also look at names like $IREN $CIFR and $NBIS. Slaughtered. This is indiscriminate market-wide selling. Your post reads less like an objective teaching moment and more like virtue signaling. https://twitter.com/i/web/status/2019514134816031131 https://twitter.com/i/web/status/2019514134816031131"
X Link 2026-02-05T20:51Z [----] followers, [----] engagements
"People are selling their $ONDS at $8 after: [--]. $ONDS raised YE2026 guidance to $180M from $140M [--]. $ONDS raised pro-forma balance sheet cash to $1.5B [--]. $ONDS received Blue UAS approval for the American Robotics Optimus [--]. $ONDS launched new Defense and Security offering at the Singapore Airshow [--]. $ONDS acquired Rotron Aero [--]. $ONDS secured a multi-phase defense contract in Asia-Pacific [--]. $ONDS was invited to participate in Phase I of the Drone Dominance Gauntlet in partnership with Rift Dynamics x American Robotics x W S Darley [--]. $ONDS received multiple analyst upgrades with price targets"
X Link 2026-02-05T22:34Z [----] followers, 47.7K engagements
"$ONDS THIS IS A BIG ONE ๐จ๐จ๐จ Great find by @ive_m5 The Defense Innovation Unit (DIU) just opened solicitation for Containerized Autonomous Drone Delivery Systems (CADDS). Theyre looking for containerized systems that can store launch recover and refit multiple drones autonomously in contested or remote environments. The DoW seeks innovative solutions that enable the storage rapid deployment and management of multi-agent systems to provide either persistent UAS coverage over extended periods or massed effects within a single geographic region and time. Core requirements: - Fully automated"
X Link 2026-02-06T03:09Z [----] followers, 10.5K engagements
"$ONDS THERE IS NO OTHER DRONE WITH BOTH BVLOS FAA TYPE CERTIFICATION AND BLUE UAS APPROVAL FOR ISR OPS BVLOS (beyond visual line of sight) operations are a game-changer for scaling drone surveillance at huge events like the [----] FIFA World Cup US 250th anniversary and [----] LA Olympics. BVLOS operations could expand what's possible at large venues but agencies need to understand what new risks or coordination challenges this introduces." Persistent wide-area coverage over crowds and venues with minimal on-site staffing is critical for these super events to decrease dependency on 1:1 pilot"
X Link 2026-02-06T03:46Z [----] followers, [----] engagements
"$ONDS Fellas they just turned the Iron D into a kamikaze drone ๐ Does this still qualify as soft kinetic neutralization ๐ญ"
X Link 2026-02-06T23:11Z [----] followers, [----] engagements
"$ONDS BREAKING: Ondas' 4M Defense Secures $30 Million Multi-Year Demining Program in Israel ๐ฅ๐ฅ๐ฅ Multi-year smart demining program along the Israel-Syria border represents one of the largest land-clearance projects ever undertaken in Israel The project will be executed based upon defined project milestones with an initial execution period of up to three years and options for extensions and scope expansion. This award reflects the increasing demand for advanced technology-driven approaches to land clearance in complex and high-risk defense environments" said Eric Brock @CeoOndas THIS IS THE"
X Link 2026-02-09T13:33Z [----] followers, 17.7K engagements
"$ONDS INTRODUCING THE 4M DEFENSE AUTONOMOUS + RC SMART DE-MINING FLEET 4M Defense a key subsidiary of $ONDS develops unmanned systems for humanitarian and post-conflict demining. These tools reduce risks to personnel by using remote and autonomous methods for detection mapping and clearance of landmines and unexploded ordnance (UXO). The main components include: - Sensor Drone (MagArrow II): An aerial drone equipped with magnetic sensors to survey large areas and identify buried metal objects from above enabling initial wide-area assessment without ground exposure. - Golem Detector: A fully"
X Link 2026-02-09T14:09Z [----] followers, [----] engagements
"$ONDS For months I have been saying that [----] revenues would be $200M even when their guidance still stated at least $110M. Since then: [--]. $ONDS raised YE2026 guidance to $180M from $140M [--]. $ONDS raised pro-forma balance sheet cash to $1.5B [--]. $ONDS received Blue UAS approval for the American Robotics Optimus [--]. $ONDS launched new Defense and Security offering at the Singapore Airshow [--]. $ONDS acquired Rotron Aero [--]. $ONDS secured a multi-phase defense contract in Asia-Pacific [--]. $ONDS was invited to participate in Phase I of the Drone Dominance Gauntlet in partnership with Rift Dynamics x"
X Link 2026-02-09T14:53Z [----] followers, [----] engagements
"@TradesOnVibes This is the first Ive heard about $CRNT. Why do you think they would be a good acquisition or investment for $ONDS"
X Link 2026-02-09T20:39Z [----] followers, [---] engagements
"@TradesOnVibes Thanks for sharing. Im not sure how well Ceragon can compete with $ONDS if Class 1s are already choosing $ONDS + Siemens for software and hardware upgrades. It would make sense to stick with the folks that developed dot16 for any follow on services"
X Link 2026-02-09T21:14Z [----] followers, [---] engagements
"$ONDS U.S. ARMY TO HOST C-UAS HARD KILL CHALLENGE IN SAUDI ARABIA The Red Sands Hard Kill Challenge is a CUAS field experimentation effort led by US Army Central Command in coordination with DEVCOM Armaments Center. This RFI is to inform future acquisition strategy by identifying existing hard kill CUAS capabilities assessing technology maturity and evaluating how systems perform in operationally realistic environments. Testing is to occur at Red Sands in Saudi Arabia and at a TBA continental U.S. location Red Sands is focused on physical defeat of Group [--] to Group [--] sUAS. The emphasis on"
X Link 2026-02-10T20:45Z [----] followers, [----] engagements
"@bleacherbum23 Absolutely man I appreciate the support"
X Link 2026-02-10T21:46Z [----] followers, [---] engagements
"@itsRobertBurns Kids these days dont know about the kodak i hope so clip ๐"
X Link 2026-02-10T22:07Z [----] followers, [---] engagements
"$ONDS BREAKING: @Sentrycs WILL BE PRESENTING NEW DEVICE AT ENFORCE TAC [----] THIS MONTH ๐ฃ"
X Link 2026-02-11T14:21Z [----] followers, [----] engagements
"$ONDS BREAKING: ONDAS JUST DROPPED THEIR NEW INTEGRATED AUTONOMY DECK ๐ฅ๐ฅ๐ฅ Full slide deck below: https://d1io3yog0oux5.cloudfront.net/ondas/sec/0001213900-26-014622/0001213900-26-014622.pdf https://d1io3yog0oux5.cloudfront.net/ondas/sec/0001213900-26-014622/0001213900-26-014622.pdf"
X Link 2026-02-11T14:31Z [----] followers, [----] engagements
"$ONDS Targeting profitability at the product company level in Q3 2026๐ฅ Long-term targeting $1.5B in revenue by [----] with 30% EBITDA margins as a high-growth scaled market leader ๐๐"
X Link 2026-02-11T14:42Z [----] followers, [----] engagements
"$ONDS El Paso city officials are giving a presser on the economic impact of a potential 10-day shutdown. Here is a direct quote: A drone shutting down our airspace Weve got to get better than this. This was the first shutdown of the El Paso Airport since 9/11 and this was caused by a cartel-operated drone. $ONDS has layered C-UAS protocols that allow airlines to continue operating safely while Sentrycs + Iron Drone Raider take care of the rest. They are already doing this at some of the largest airports in Europe. It is absolutely critical that ALL airports especially those situated in"
X Link 2026-02-11T15:50Z [----] followers, 16.4K engagements
"They need it badly. The panic and chaos created by a cartel-operated drone is unacceptable. Agencies need to EXPECT these threats and proactively incorporate layered C-UAS systems to ensure this doesnt happen again. $ONDS already does this at some of the largest airports in Europe https://twitter.com/i/web/status/2021613848164180133 https://twitter.com/i/web/status/2021613848164180133"
X Link 2026-02-11T15:54Z [----] followers, [---] engagements
"$ONDS The panic and chaos created by a cartel-operated drone is unacceptable. Agencies need to EXPECT these threats and proactively incorporate layered C-UAS systems to ensure this doesnt happen again. $ONDS already does this at some of the largest airports in Europe. El Paso airport shutdown lasted for [---] hours because it was overnight I used the lower bound of an economic cost model [----] million dollars. That could buy approximately [--] $ONDS iron drone raider systems (estimate) El Paso airport shutdown lasted for [---] hours because it was overnight I used the lower bound of an economic cost"
X Link 2026-02-11T16:06Z [----] followers, [----] engagements
"@Courage_wins ๐ฏ๐ฏ"
X Link 2026-02-11T17:24Z [----] followers, [---] engagements
"$ONDS Thought this was Iron D for a split second ๐ Figure AI board member casually talking about multi-agent capability for defense ๐ค Sounds like a system of systems to me. $ONDS has the first-mover advantage here. UAVs hitching a ride on UGVs Look familiar Next week were unveiling something we believe fundamentally changes multi-agent capability for modern defense operations https://t.co/BcCMrMVRq5 Next week were unveiling something we believe fundamentally changes multi-agent capability for modern defense operations https://t.co/BcCMrMVRq5"
X Link 2026-02-11T17:59Z [----] followers, [----] engagements
"$ONDS Awesome work PDW Team Their AM-FPV will be competing at Phase I of the Drone Dominance Gauntlet next week alongside the Rift Dynamics Wsp ๐ Thats double exposure at the Gauntlet for $ONDS investors (potentially [--] if someone could figure out if UDDT is Drone Fight Group ๐) Extending reach is one of the most effective ways to keep forces safe. At [--] Mile PDW evaluated its systems under conditions designed to reflect the realities of modern conflict. Over three days and [---] flights PDW executed beyond visual line of sight (BVLOS) operations with https://t.co/aCf2ijDg3k Extending reach is"
X Link 2026-02-11T18:07Z [----] followers, [----] engagements
"$ONDS Just got filled on some 7C for June at $3.28 Thank you"
X Link 2026-02-11T18:22Z [----] followers, 16.7K engagements
"RT @YoYInvestor: $ONDS Thought this was Iron D for a split second ๐ Figure AI board member casually talking about multi-agent capability f"
X Link 2026-02-11T23:08Z [----] followers, [--] engagements
"$ONDS WE HAVE LESS THAN A WEEK UNTIL PHASE I OF THE DRONE DOMINANCE GAUNTLET BEGINS ๐ฅ The Rift Dynamics Wsp will be heading to Fort Benning GA along with [--] other DOW-selected FPVs to participate. This is a live fly-off led by military operators evaluating real-world scenarios. Up to [--] vendors in Phase I will receive orders with minimum buys of [----] units per vendor. Larger orders go to top performers. $150M total will be allocated to Phase I winners. Deliveries begin shortly after awards and continue over [--] months (through mid-2026). Winners that do not currently possess Blue UAS status"
X Link 2026-02-12T01:44Z [----] followers, [----] engagements
"$ONDS All stocks have ebbs and flows moving in and out of vogue with momentum on both sides. $ONDS is now out of vogue having fallen 40%+ from highs in January. Thats perfectly normal especially here on X. After all price drives sentiment. The most important thing to be cognizant of is that fundamentally the business is only getting better. Management execution is brilliant. Contracts are coming in. $ONDS is expanding its footprint in the industry daily. The momentum to the upside and subsequent euphoria will return in due time but you cant have it all the time. Expecting the stock and"
X Link 2026-02-12T16:24Z [----] followers, [----] engagements
"@DJstra Youre referring to mPrest. Im not sure C2s are the big differentiators here for winning contracts. Fortem won the soft kinetic layer because theyre proven with FIFA. Saying $ONDS will never establish this capability is bold and unsubstantiated"
X Link 2026-02-12T17:00Z [----] followers, [---] engagements
"$ONDS This seems like a good time to share this video again. These HPM devices are effective but only to an extent. Listen to James Acunas take on tech like this. You cannot rely on limited HPM tech for neutralizing drone swarms mainly because they are not effective against all types of erratic fiber-guided low-flying drones. It is one layer of the stack yes but sticking this outside your airbase and expecting it to handle all hostile drone threats is setting yourself up for failure. The US military successfully tested a high-power microwave weapon capable of neutralizing drones in seconds."
X Link 2026-02-12T17:23Z [----] followers, [----] engagements
"This isnt a fair take. Im very measured and objective about all of my investments and $ONDS is no exception. I dont expect $ONDS to win every contract. Thats unrealistic. If people think there will be a single vendor for every layer of the C-UAS stack for the World Cup that spans [--] countries and [--] host cities they are NOT paying attention. https://twitter.com/i/web/status/2022009277049659711 https://twitter.com/i/web/status/2022009277049659711"
X Link 2026-02-12T18:05Z [----] followers, [---] engagements
"$ONDS Rotron Aero contracts coming soon. Bookmark it. Today France Germany Poland Italy the United Kingdom and Sweden signed a Letter of Intent under the European Long-range Strike Approach (ELSA). It concerns collaborative development and standardisation of low-cost 500km+ capabilities based on one-way attack effectors. (1/3) Today France Germany Poland Italy the United Kingdom and Sweden signed a Letter of Intent under the European Long-range Strike Approach (ELSA). It concerns collaborative development and standardisation of low-cost 500km+ capabilities based on one-way attack effectors."
X Link 2026-02-12T21:27Z [----] followers, [----] engagements
"Discussing Fortems DHS Contract and its Implications for $ONDS as a C-UAS provider for FIFA World Cup 2026: Today Fortem Technologies announced a multimillion-dollar contract from the Department of Homeland Security to deploy its DroneHunter systems at the [--] U.S. venues hosting [----] FIFA World Cup matches. The DroneHunter is a kinetic interceptor platform that uses net-based capture to neutralize unauthorized drones and is a direct competitor to the $ONDS Iron Drone Raider. This award is part of DHS's $115M investment in counter-drone technologies specifically targeted at protecting World"
X Link 2026-02-12T23:14Z [----] followers, [---] engagements
"Discussing Fortems DHS Contract and its Implications for $ONDS as a C-UAS provider for FIFA World Cup 2026: Today Fortem Technologies announced a multimillion-dollar contract from the Department of Homeland Security to deploy its DroneHunter systems at the [--] U.S. venues hosting [----] FIFA World Cup matches. The DroneHunter is a kinetic interceptor platform that uses net-based capture to neutralize unauthorized drones and is a direct competitor to the $ONDS Iron Drone Raider. This award is part of DHS's $115M investment in counter-drone technologies specifically targeted at protecting World"
X Link 2026-02-12T23:26Z [----] followers, [----] engagements
"RT @ive_m5: So nice to see @CeoOndas interviewed and quoted in the New York Times. CC $ONDS folks"
X Link 2026-02-13T02:22Z [----] followers, [--] engagements
"$ONDS ERIC BROCK: THERE WILL BE LESS THAN [--] TRUE LONG-TERM WINNERS IN THESE MARKETS; THE MARKET CAPITALIZATION AND GLOBAL SCALE OF THESE WINNERS WILL BE MASSIVE I realize a lot of people out there interested in $ONDS are not traditional long-term investors; they are more so short-term traders or tourists trying to capitalize on an exciting volatile name and thats perfectly fine. However for the folks actually seeking to more deeply understand the long-term vision and opportunity for $ONDS I highly encourage you to focus on what Eric Brock @CeoOndas is saying in this video. Ive outlined the"
X Link 2026-01-30T16:11Z [----] followers, 47.5K engagements
"$ONDS Folks Iron Drone Raider + Sentrycs will soon be deployed by the NYPD and you cannot convince me otherwise. And yes partly to protect the FIFA World Cup [----]. For months now the city has been moving toward adopting anti-drone technology as the NYPD has been in talks with American Robotics to purchase the Iron Drone Raiders Now the company has even more advanced cyber technology that can take control of the hostile drone and land it to prevent any collateral damage that could occur if a drone crashed to the ground said Eric Brock CEO of Ondas Holdings Inc. which owns American Robotics."
X Link 2026-02-14T21:06Z [----] followers, [----] engagements
"@CoffeeStocksGuy This is what I mean brother $ONDS is guiding for at least $110M in revenue in [----]. Needham sees this being closer to $140M. I personally see this being closer to $200M with accelerated adoption. In [----] Opco sees a path to $1B. Where are @shabamlos [----] revenue assumptions coming from $50M as the $ONDS is guiding for at least $110M in revenue in [----]. Needham sees this being closer to $140M. I personally see this being closer to $200M with accelerated adoption. In [----] Opco sees a path to $1B. Where are @shabamlos [----] revenue assumptions coming from $50M as the"
X Link 2026-02-14T22:30Z [----] followers, [--] engagements
"$ONDS Nammo Defense Systems is exhibiting at the inaugural [----] Army Best Drone Warfighter Competition THIS WEEK ๐ฅ Agile Adaptive Lethal Nammo highlights their role: While they don't build drones their modular warheads enable mission effectiveness for UAS platforms delivering safe scalable lethality. This ties directly into the $ONDS ecosystem: Nammo's warheads are integrated with Rift Dynamics' Wsp. Via the October [----] partnership expansion American Robotics serves as prime contractor and exclusive U.S. distributor for the NDAA-compliant fully integrated Wsp + Nammo munition solution. As"
X Link 2026-02-15T16:26Z [----] followers, [----] engagements
"$ONDS Israeli drone tech continues to operate in a league of its own ๐คฏ The VIPER [---] series from SpearUAV is re-defining urban battlefield capabilities with their man-portable kamikaze drones. UAV applications are no longer restricted to large open areas; SpearUAVs VIPER [---] can navigate dense urban areas with ease via unparalleled hovering proficiency. This is another great example of the bots before boots ethos that @CeoOndas has discussed. I cant help but imagine a world where SpearUAV and $ONDS team up somehow ๐ค After all $ONDS and Israeli drone tech clearly make a good team ๐"
X Link 2026-02-15T16:53Z [----] followers, [----] engagements
"1. What is your response to those who use overvaluation as a risk to buying the stock i.e. the stock is too expensive [--]. What is your response to those who are concerned that incumbents like the legacy primes (or even players like Anduril) will make $ONDS unable to compete for meaningful contracts https://twitter.com/i/web/status/2023142036816449636 https://twitter.com/i/web/status/2023142036816449636"
X Link 2026-02-15T21:07Z [----] followers, [----] engagements
"$ONDS Very interesting conversation here with Lieutenant Colonel Robert M. Barclay of the U.S. Marine Corps ๐ Barclay emphasizes the opportunity that exists for legislative changes that enable a kinetic defeat capability over the "American people's airspace" as the FAA would define it. Barclay describes this kinetic defeat capability as "a drone that goes up shoots out a net and captures a drone." e.g. He reiterates the issue that is collateral damage citing the importance of avoiding kinetic neutralization methods potentially harming people on the ground below where the aerial capture is"
X Link 2026-01-22T17:24Z [----] followers, [----] engagements
"$ONDS ONDAS INCS FIRST $100M+ CONTRACT COULD BE COMING THIS YEAR Trust Automation just secured a $490M U.S. Air Force contract for C-UAS solutions through [----]. This deal underscores the growing demand for advanced drone defense technologies in military operations. However a closer look reveals Trust's focus remains on non-kinetic layers like jamming detection tracking and cyber disruption. Their portfolio includes radio frequency jammers passive surveillance and modular systems for electronic warfare but it lacks kinetic interception capabilities for physically neutralizing threats. This"
X Link 2026-01-25T20:57Z [----] followers, [----] engagements
"@EventuallyWLTHY Not sure you couldve timed this any better ๐ฌ"
X Link 2026-02-06T23:56Z [----] followers, [---] engagements
"$ONDS fell as low as $7.70 on the day this was posted. $ONDS is now 38% higher less than [--] trading days later. I hope that anyone who was desperate for an entry took advantage but the sad reality is that I know most didnt. $ONDS I am as bullish now as I was when we were at $15. If youre hyper focused on short term price action youre missing the entire thesis that is being played out not over days weeks or months but years. Stock price will always take care of itself when you have world https://t.co/lNMRvJjqzW $ONDS I am as bullish now as I was when we were at $15. If youre hyper focused on"
X Link 2026-02-09T15:24Z [----] followers, [----] engagements
"$ONDS Department of Defense needs [-------] domestically-sourced rare earth magnets to aggressively scale sUAS production I hope its clear by now that the military is extremely serious about not only ramping attritable drone manufacturing efforts as quickly as possible but ensuring NDAA compliance throughout. The $MP crowd might like this one too. https://twitter.com/i/web/status/2020991300091469981 https://twitter.com/i/web/status/2020991300091469981"
X Link 2026-02-09T22:40Z [----] followers, [----] engagements
"$ONDS BREAKING: Ahead of the [----] FIFA World Cup New York State announces $17.2M in federal CUAS grant funding to strengthen public safety drone defenses ๐จ๐จ๐จ Recipients include the NYPD ($6.46M) New York State Police ($6.65M) MTA ($2.6M) and Port Authority ($1.5M). Funding supports acquisition of technologies to detect track monitor and mitigate unmanned aircraft systems that pose threats at large events. Lets not forget that the NYPD was in talks with $ONDS last summer about deploying Iron Drone Raider to protect urban infrastructure so theyre already familiar with one another ๐ Since"
X Link 2026-02-10T21:41Z [----] followers, 33.5K engagements
"$ONDS ONDAS CAPITAL x UXS UKRAINIAN TECH SHOWCASE RECAP ๐จ๐จ๐จ๐จ๐จ At the end of January we did something special. The UXS Ukrainian Tech Showcase the first event of its kind in Estonia setting a new direction and vision for how real operational technologies can be brought together in one space. In cold January Tallinn we gathered more than [---] participants. Over [--] companies took part in the exhibition alongside outstanding speakers guests and industry leaders. Together we are helping shape a growing ecosystem working alongside Ukrainian innovators and advancing the field of dual-use and"
X Link 2026-02-11T14:13Z [----] followers, [----] engagements
"$ONDS Meridian Idaho Launches AI-Powered Drone as First Responder (DFR) Program ๐จ๐ The Meridian Police Department is advancing public safety with a proactive Drone as First Responder (DFR) initiative. Eligible Incidents: - Petty thefts and property crimes - Missing persons reports - Traffic crashes - Suspect tracking and foot pursuits - Other low to medium-risk calls for rapid aerial assessment Deployment and Performance: - Single-button launch from headquarters - AI-assisted autonomous navigation with collision avoidance - Target overhead arrival: [--] minutes (surpassing current"
X Link 2026-02-11T17:04Z [----] followers, [----] engagements
"$ONDS EU Counter-Drone Action Plan Unveiled: Why It Matters and Where Ondas + Heidelberg Fit The European Commission has unveiled a new Action Plan on Drone and Counter-Drone Security aimed at strengthening Europes ability to detect deter and mitigate malicious drone activity. While framed as a security initiative the plan is also clearly industrial in nature. The Commission is prioritizing four major areas: First improving preparedness and operational readiness across Member States. This includes accelerating deployment of detection and mitigation systems and improving coordination between"
X Link 2026-02-11T17:42Z [----] followers, [----] engagements
"$ONDS It is now being reported that this purported drone was actually a party balloon If the city of El Paso and associated authorities would have had proper detection infrastructure in place they would have been able to avoid this entire mess. $ONDS Kestrel could have easily distinguished this party balloon from a hostile drone threat and operations couldve resumed as normal. The economic and broader public impact caused by this level of idiocy is entirely avoidable with proper C-UAS infrastructure. @SecDuffy what are we doing $ONDS El Paso city officials are giving a presser on the economic"
X Link 2026-02-11T19:28Z [----] followers, [----] engagements
"@goodbye17171717 I think they will land somewhere in the Top [--] for sure. Outside of just performance Wsp is fully NDAA compliant and can be mass produced affordably here in the U.S. I think that gives them a huge leg up"
X Link 2026-02-12T02:16Z [----] followers, [---] engagements
"$ONDS If you think Fortem getting a contract for the World Cup takes Ondas out of the picture completely youre not paying attention"
X Link 2026-02-12T16:38Z [----] followers, 10.3K engagements
"$ONDS Blackrock increases stake in $ONDS by nearly 2.3M shares but since the stock doesnt go up 10% every day people will tell you this is bearish somehow. Blackrock 13F just hit. 7.3M shares of $ONDS an increase of 2.273M though 12/31 reporting period. https://t.co/Q6enXO3Vh5 https://t.co/Q8mHuwAlP0 Blackrock 13F just hit. 7.3M shares of $ONDS an increase of 2.273M though 12/31 reporting period. https://t.co/Q6enXO3Vh5 https://t.co/Q8mHuwAlP0"
X Link 2026-02-12T17:47Z [----] followers, 19.9K engagements
"$ONDS It is NEVER surprising to see this company continue to win business. Congratulations to the entire team on yet another major win. Friendly reminder that I predicted that $ONDS will generate $80M in revenue in [----] from airport C-UAS alone ๐ฅฑ I hope the bears have a fantastic Friday Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major"
X Link 2026-02-13T17:42Z [----] followers, [----] engagements
"@ehrazahmedd Incredible work man"
X Link 2026-02-14T22:53Z [----] followers, [---] engagements
"$ONDS THIS IS NEW ๐๐๐ I noticed a new tab on the $ONDS website: an Artificial Intelligence tab including capabilities within Oil & Gas Inspection Rail Inspection Smart Cities Security and Construction ๐ค Under the Rail Inspection section they posted a new video showcasing a brief demo of their Ardenna platform. $ONDS acquired the assets of Ardenna in April [----] a leading provider of image processing and machine learning software solutions for rail infrastructure monitoring and inspections. One of their customers BNSF ๐ From Our proprietary AI product the Ardenna Rail-Inspector is the"
X Link 2026-02-09T17:32Z [----] followers, 18.2K engagements
"$ONDS IRON DRONE RAIDER SPOTTED ๐ The Indian Ministry of Defence (MoD) has issued a Request for Information (RFI) to procure an advanced Drone Catcher System for the Indian Army specifically targeting the rising threat of low-Radar Cross Section (RCS) drones and swarms. We have the Iron Drone Raider featured in the post by the MoD on LinkedIn as well as an OAS sales rep in the comments section ๐ค Sometimes they make it extremely easy for you to read between the lines. This is what @CeoOndas means he talks about $ONDS achieving GLOBAL scale. MoD has issued an RFI to procure Drone Catcher"
X Link 2026-02-14T22:46Z [----] followers, 28.7K engagements
"http://x.com/i/article/2023117056195903488 http://x.com/i/article/2023117056195903488"
X Link 2026-02-15T19:47Z [----] followers, 11.2K engagements
"BAE Systems was just awarded a 9-figure defense contract by the U.S. Airforce to develop manufacture and deliver C-UAS weapons systems Please read my article on how $ONDS can bridge the gap to win defense awards of similar magnitude. We are in the very earliest days of an investment cycle that will last over a decade and the need for operationally-mature scalable and interoperable C-UAS solutions is reiterated daily by American and allied militaries. $ONDS is positioning themselves to win massive contracts like these one day. In my opinion this could happen much sooner than you might think."
X Link 2026-02-15T19:59Z [----] followers, [----] engagements
"$ONDS Friendly reminder: if youre an @OndasHoldings investor and you think the UGV in this post is cool youre in luck youve got exposure to a whole fleet of autonomous ground bots via @Roboteam_Inc and #ApeiroMotion. The most similar UGV to the one in this video is the Roboteam ROOK a heavy-duty large-payload-supporting modular ground robot designed for a variety of missions ๐ฎ๐จ Next-Gen Combat Unmanned Ground Vehicle Havelsan UGV 'BARKAN': Speed: High mobility Firepower: 12.7mm system Capacity: [---] rounds Range: 2000m https://t.co/zTVJCHZt7h Next-Gen Combat Unmanned Ground Vehicle Havelsan"
X Link 2026-02-15T22:14Z [----] followers, [----] engagements
"$ONDS is down -10% on the Frankfurt Stock Exchange today. This is nearly 30% down from 52-week highs for a business that just raised guidance to $180M for [----] (up from $140M or $110M without Roboteam) and has a clear line of sight (no pun intended) to a $15B valuation conservatively. Buying dips caused by Trumps tariff strong-arming has a 100% win rate since April [----]. With all of this information laid out for you are you buying the dip on $ONDS tomorrow As for me I am looking to add up to [----] shares of common stock and upping exposure to June calls this week. $ONDS is categorically"
X Link 2026-01-19T14:42Z [----] followers, 76.6K engagements
"I finally got around to watching the @himshouse interview with $HIMS CEO Andrew Dudum. My primary takeaway was this: The GLP-1 narrative is nothing but a mere distraction from whats truly going on under the surface $HIMS has built an incredible consumer-centric platform that people love and actively revolutionizing healthcare and patient outcomes along the way. The best part Their past performance and forward guidance back it up; the business FCF is growing rapidly they are acquiring customers faster than ever and positioning themselves to continue to dominate and disrupt a space that is in"
X Link 2025-03-28T18:24Z [----] followers, 16.3K engagements
"@mind1nvestor Not sure who needs to hear this but this guys analysis has my $HIMS and $NBIS positions up 78% and 33% respectively. In short take his advice"
X Link 2025-05-07T18:31Z [----] followers, 12.2K engagements
"@TheLongInvest $ASTS ๐๐๐"
X Link 2025-05-20T20:18Z [----] followers, 12.4K engagements
"$WOLF Wolfspeed could go to $3 in a singular candle if theres any hint of positive news/ support/ funding/ subsidizing for this business a 100%+ move from current levels. All-time high $140"
X Link 2025-05-27T19:55Z [----] followers, [----] engagements
"You spend hours upon hours doing due diligence and building conviction in your stock picks when all you had to do was buy $RGC in January to retire your entire bloodline"
X Link 2025-05-29T18:25Z [----] followers, 18.9K engagements
"@mind1nvestor Mind got me 90%+ on $HIMS and 125%+ on $NBIS Hes really about to do it again on $OSCR Goat"
X Link 2025-06-05T14:26Z [----] followers, [----] engagements
"$HIMS To me this shows nothing but strength from Hims management. Ro and LifeMD bent the knee to Eli Lilly likely because they need the partnership - right now it seems that $HIMS does not need them the way their competitors do. Your loss says $HIMS. ๐จ BREAKING: ELI LILLY TO TELEHEALTH FIRMS DROP "COPYCAT" GLP-1s OR NO DEAL - Will only partner with firms that stop selling compounded GLP-1s - Ro & LifeMD agreed Hims has not - Bloomberg: Hims unlikely to land Lilly deal $HIMS $LLY $NVO $LFMD https://t.co/6Jjk0eG3sQ ๐จ BREAKING: ELI LILLY TO TELEHEALTH FIRMS DROP "COPYCAT" GLP-1s OR NO DEAL -"
X Link 2025-06-10T17:59Z [----] followers, [----] engagements
"Hes done it again. For anyone curious heres my running record of position performance based on Minds analysis: [--]. $NBIS - 134% and climbing [--]. $HIMS - 115% and climbing [--]. $OSCR - 34% and climbing The crazy thing is its going to keep happening. Next is $ZETA and $CLPT ๐คซ"
X Link 2025-06-18T17:35Z [----] followers, 10.9K engagements
"The next $OSCR type run will be from $LMND"
X Link 2025-06-20T01:13Z [----] followers, [----] engagements
"@TheLongInvest $AMD I am a Patron"
X Link 2025-06-24T15:18Z [----] followers, [----] engagements
"$GLXY seeks to become the $GS of crypto Galaxy Digital MC: $12B Goldman Sachs MC: $219B The GENIUS Act and Clarity Act just opened the regulatory floodgates thereby legitimizing the entire digitization of finance I am adding more tomorrow"
X Link 2025-07-18T02:24Z [----] followers, 10.6K engagements
"In a market where there are not nearly as many asymmetric opportunities as there were only a couple of months ago one name remains in my opinion the most obvious bet based on regulatory tailwinds and shifting financial landscapes that name is $GLXY. I cant think of a worse time to sell"
X Link 2025-07-18T14:37Z [----] followers, [----] engagements
"Imagine being bearish $GLXY The upside for Galaxy Digital is akin to that of $COIN $HOOD and $CRCL DYOR and you will quickly see why @SeanMFarrell Head of Fundstrat Digital Assets research recommends $GXLY @galaxyhq - in his core crypto equity portfolio ๐ฅ๐ฅ๐ฅ๐ฅ๐ฅ @SeanMFarrell Head of Fundstrat Digital Assets research recommends $GXLY @galaxyhq - in his core crypto equity portfolio ๐ฅ๐ฅ๐ฅ๐ฅ๐ฅ"
X Link 2025-07-18T14:47Z [----] followers, [----] engagements
"I have purchased [---] more shares of $GLXY today"
X Link 2025-07-18T16:42Z [----] followers, [----] engagements
"One of the most noble things you can do is take accountability and admit when youre wrong. However this is the stock market and nothing is guaranteed no matter how skilled you are as an analyst. Youve been right far more than youve been wrong and youve given away consistent free analyses that have made your followers meaningful amounts of money. Keep going. We will keep following and being thankful"
X Link 2025-07-19T18:39Z [----] followers, [----] engagements
"$ONDS HITS $3"
X Link 2025-08-05T16:15Z [----] followers, 28.3K engagements
"My quant (left) says $ETH has more upside than $BTC I tend to believe him. @fundstrat"
X Link 2025-08-06T21:25Z [----] followers, 371.4K engagements
"Youre not bullish enough $BMNR $ETH @fundstrat Tom Lee on CNBC just now: The rally starts next week Tom Lee on CNBC just now: The rally starts next week"
X Link 2025-08-08T23:56Z [----] followers, 247.4K engagements
"@sharplink Here come the yappers in the replies begging you to pump the stock ๐ Keep executing and ignore the noise $SBET"
X Link 2025-08-12T17:44Z [----] followers, [----] engagements
"You need to describe how you will acquire $ETH in a way that does not dilute shareholders. Your $ETH concentration has decreased meaning your dilution outpaced your buying. In detail outline how you will be acquiring more Ether in a way that is accretive to shareholders now that your mNAV is in a disadvantageous place"
X Link 2025-08-19T23:32Z [----] followers, [----] engagements
"@sharplink Too much talk about Ethereum not enough talk about your own business. Why would you not just buy the asset when $SBET cannot maintain a meaningful premium to NAV Any ATM activity at the current mNAV is not accretive to shareholders. We need management to step up"
X Link 2025-08-20T21:26Z [----] followers, [----] engagements
"$GLXY might be the most disrespected under-appreciated way to get exposure to the crypto & data center themes in the entire stock market. Similar to $HOOD $COIN and $CRCL it will likely look very obvious in hindsight"
X Link 2025-09-09T18:28Z [----] followers, [----] engagements
"Well I tried to tell you. $ONDS (This is not normal) $ONDS will likely be at $6 again by EOD Thursday. Happy to revisit this post in a couple days. $ONDS will likely be at $6 again by EOD Thursday. Happy to revisit this post in a couple days"
X Link 2025-09-11T20:14Z [----] followers, [----] engagements
"The majority of my net worth (excluding real estate) is in the hands of this man and I wouldnt have it any other way. $BMNR"
X Link 2025-09-16T18:11Z [----] followers, 15.6K engagements
"In the next crypto winter the $ETH DAT with the cleanest balance sheet will survive and potentially continue to trade at a premium to NAV. The $BMNR balance sheet is straight-up clean equity. @fundstrat understands the importance of this so as to avoid funding issues with debt obligations and subsequent strained coverage ratios in the event of a downturn. $ETH price appreciation and staking yields are widely discussed but $BMNR also has a built-in defense mechanism in the way theyve managed their capital structure. This is crucial when the underlying asset is experiencing sideways or downward"
X Link 2025-09-17T22:10Z [----] followers, 51.6K engagements
"$BMNR will reach 5% of total $ETH supply way faster than most people realize"
X Link 2025-09-18T21:28Z [----] followers, [----] engagements
"Hey @Eightcoholdings & @DivesTech: [--]. Give $ORBS shareholders clarity on what we can expect in terms of updates on treasury activities. Use @BitMNR and @fundstrat as a template. [--]. Get your social media (mainly X) presence sorted out. Be more active and engage with retail. [--]. Clean up your website. The UI/ UX is lacking. [--]. Update your investor presentation. You need a new corporate presentation that focuses on your $WLD treasury strategy. Education and building excitement are important aspects of your success. Focus on these things and you will be in a great place. ๐"
X Link 2025-09-19T14:39Z [----] followers, [----] engagements
"COULD $BMNR BE ACQUIRING $ETHZ I am famously not in $ETHZ anymore but this is extremely interesting. The golden parachute (change of control clause) for McAndrew Rudisill might signal potential merger activity (acquired by $BMNR). This filing in addition to @ETHZilla_ETHZ not posting in [--] days supports the idea of a big change in the coming weeks. Ahead of major business pivots it is not uncommon for management to go dark. Details will be provided during the shareholder meeting on October 7th. $ETHZ is trading at a considerable discount to NAV making them an easy acquisition target. I have"
X Link 2025-09-20T00:25Z [----] followers, 67.8K engagements
"$ETHZ is up over 16% in overnight trading๐ค Maybe my theory has legs๐ $BMNR $ETHZ COULD $BMNR BE ACQUIRING $ETHZ I am famously not in $ETHZ anymore but this is extremely interesting. The golden parachute (change of control clause) for McAndrew Rudisill might signal potential merger activity (acquired by $BMNR). This filing in addition to COULD $BMNR BE ACQUIRING $ETHZ I am famously not in $ETHZ anymore but this is extremely interesting. The golden parachute (change of control clause) for McAndrew Rudisill might signal potential merger activity (acquired by $BMNR). This filing in addition to"
X Link 2025-09-22T00:08Z [----] followers, 10.9K engagements
"$ETHZ is now up nearly 25% in overnight trading. As outlined in my post on Friday all signs are pointing toward a major business change for $ETHZ. The Golden Parachute clause included for the CEO and Chairman in the SEC filings from Friday is suggestive of a merger or acquisition involving $ETHZ. Additionally @ETHZilla_ETHZ has not posted on X since September 14th after posting multiple times per day since the inception of their $ETH treasury strategy. Management going silent like this is another signal that a major change is coming. Plausible scenarios: [--]. $ETHZ gets acquired by a larger"
X Link 2025-09-22T00:45Z [----] followers, [----] engagements
"Per @fundstrat Institutional investors have told us BitMine remains the only large-cap US stock to give investors direct exposure to ethereum. Id say this is bullish ๐ $BMNR"
X Link 2025-09-22T13:57Z [----] followers, [----] engagements
"MY REACTION TO THE $BMNR RDO ANNOUNCED TODAY 9/22: BULLISH. THE $ETH GROWTH STORY WILL DWARF DILUTION CONCERNS. In short I believe this was a great deal for both parties. Investors paid a 14% premium ($70) to Fridays price at close ($61) but for each share they paid for they received [--] warrants ($87.50 exercise price) expiring in [----]. This gives them a lot of optionality on how they want to play this (cash vs. cashless exercise). In the near-term $BMNR can heavily buy $ETH just over $4000 with the proceeds of the RDO; this is immediately accretive to shareholders by decreasing their average"
X Link 2025-09-23T05:01Z [----] followers, 33.6K engagements
"THE $BMNR RDO: CAPITAL EFFICIENCY OPPORTUNITY COST AND SHAREHOLDER VALUE I will start off by saying I am curious to see what the ATM activity on $BMNR is like after the $365M RDO closing. (@moonfarm_eth should be able to give us an idea on Monday after $BMNRs next update via If my hypothesis is correct $BMNR will lay off the ATM sales in the short term to relieve sell-pressure brought on by prolonged at-the-market sales. However this doesnt mean $BMNR isnt still accumulating more $ETH and thereby increasing $ETH/ share while the asset is around corrective territory. $BMNR still has the $365M"
X Link 2025-09-24T16:50Z [----] followers, 11.1K engagements
"Investor: buys $BMNR whose entire business model is to sell shares to raise capital to buy $ETH $BMNR: sells shares to raise capital to buy $ETH Investor:"
X Link 2025-09-24T21:32Z [----] followers, [----] engagements
"Tom Lee is putting his money where his mouth is. This is a guy you want to bet on. Ethereum is inevitable. $ETH $BMNR @fundstrat ๐จBREAKING๐จ @BitMNR has purchased [------] ETH ($837m) in the last [--] hours. https://t.co/7iA3kiKouM ๐จBREAKING๐จ @BitMNR has purchased [------] ETH ($837m) in the last [--] hours. https://t.co/7iA3kiKouM"
X Link 2025-09-25T21:38Z [----] followers, [----] engagements
"HOW TOM LEE JUST PERFECTLY TIMED THE MARKET NAILED THE DIP AND BOUGHT $800M+ OF $ETH IN [--] HOURS @fundstrat just perfectly timed the market via the RDO announced on Monday that brought in $365M of proceeds from the sale of premium-priced shares of $BMNR. Investors purchased 5M+ shares of $BMNR at $70/share a 14% premium to last Fridays closing PPS of $61. The price today $50/share a 29% discount to the closing PPS of the offering. Why does this matter It matters because Tom Lee saw what was happening he saw the price of $ETH and subsequently the price of $BMNR succumbing to the seasonal"
X Link 2025-09-26T04:13Z [----] followers, 91.9K engagements
"Based on how well Cathie has been trading $BMNR the script has been: Cathie buys = sell CSPs Cathie sells = sell CCs Curious to see if she can keep this up. A lot of people like to dunk on Cathie and ARKs historical performance but I believe her investment in $BMNR is where she gets her swagger back. People forget Cathie Wood and ARK were the first public fund to purchase $BTC (when it was trading under $1000). Her vehicle of choice for exposure to $ETH is $BMNR. Probably nothing. Cathie Woods ARK bought 132k shares of $BMNR BitMine Immersions - First purchase in +2 weeks"
X Link 2025-09-27T23:32Z [----] followers, 11K engagements
"A PARABOLIC FLYWHEEL IN THE MAKING: HOW $BMNR CAN TRANSITION FROM PASSIVE $ETH HOLDER TO ACTIVE LENDING POWERHOUSE AND THE VALUE PROP THE MARKET IS COMPLETELY MISSING We all know @fundstrat and $BMNR are well on their way to achieving their goal of accumulating 5% of total $ETH supply. Based on tomorrows update I expect them to be over half-way there with over 3M $ETH. What most people arent talking about however is that the accumulation phase is only the beginning of their story. $BMNR will have their giant pile of $ETH but how can they leverage it I see a world where $BMNR makes a shift"
X Link 2025-09-29T03:10Z [----] followers, 20.7K engagements
"$ETH TREASURIES TRADING BELOW NAV RESORT TO DEBT INSTRUMENTS TO RAISE CAPITAL AS THE $BMNR WEALTH GAP BROADENS $BTBT has fallen 10% after-hours following the announcement of a proposed offering of $100M in convertible notes in order to fund $ETH purchases. Trading at a 20% discount to NAV $BTBT has been unable to build enough momentum to sustain a meaningful multiple to NAV which would allow them to issue common equity to buy more $ETH. It has become abundantly clear that the $ETH treasury space will end up being a winner takes most scenario much like the $BTC treasury space. $BMNR has"
X Link 2025-09-29T22:13Z [----] followers, 34.3K engagements
"How bullish am I on $BMNR I genuinely dont think my 10/31 $95 CCs are safe thats how bullish I am"
X Link 2025-10-02T20:10Z [----] followers, [----] engagements
"Institutions do not want $SBET $BTBT $ETHZ $BTCS or $GAME they only want $BMNR. There is not a single better way for institutions to obtain macro-level exposure to $ETH than buying $BMNR. $BMNR fundamentally trades like a large-cap stock and this liquidity is a must-have for institutional buyers. $MSTR and $BMNR make up 95%+ of trading volumes for digital asset treasuries in the stock market. This makes $BMNR the only choice for large institutions to capture the upside of the $ETH revolution. Institutions cannot afford to expose themselves to smaller DATs that are thinly-traded low-volume and"
X Link 2025-10-03T19:28Z [----] followers, 13.8K engagements
"$BMNR is sitting on $1.6B in unrealized gains from their $ETH purchases. Their treasury strategy has been in operation for [--] weeks thats $145M per week. On an annualized basis thats $7.56B. They have [--] employees thats $21M per employee each week. Is $BMNR the most operationally-efficient company in the entire stock market"
X Link 2025-10-07T14:03Z [----] followers, [----] engagements
"I have said it before and Ill keep saying it. $BMNR is going to $100 by 12/31/2025 and there is nothing anyone can do about it. After triple digits it will go way higher. Volatility is a feature of $BMNR not a bug. If youre an options seller you should be grateful for these price swings without them your premiums would be cooked. $ETH is among the most important assets of the 21st century and $BMNR is the apex predator building the biggest pile of it known to man. Once they begin staking after accumulating 5% of supply they flip a switch that generates billions in annual cash flow virtually"
X Link 2025-10-07T19:40Z [----] followers, [----] engagements
"This is Sahm Adrangi Chief Investment Officer of Kerrisdale Capital Management the firm that put out the short report on $BMNR this morning. It is public knowledge that: [--]. Mr. Adrangi was arrested on DUI and cocaine charges in the Hamptons in [----] after crashing his BMW (mugshot attached below). [--]. @KerrisdaleCap famously shorted $OKLO back in November [----] when the stock was trading around $20 it has since gained 575%. [--]. @KerrisdaleCap famously shorted $MSTR back in March [----] when the stock was trading around $170 it has since gained 90%. [--]. @KerrisdaleCap famously shorted $IONQ back in"
X Link 2025-10-08T16:38Z [----] followers, 18.4K engagements
"I have been very busy with work and life so I have not had ample time post thoughtful $BMNR content here but you should know that $BMNR is still going to $100 by 12/31/2025. $BMNR is also still cheap here. @fundstrat is the captain $ETH is the asset $BMNR is the ticker"
X Link 2025-10-13T18:14Z [----] followers, [----] engagements
"MY CURRENT THOUGHTS ON $BMNR AND EASING THE MINDS OF EMOTIONAL SHAREHOLDERS A lot of green in the market today Meanwhile $BMNR is down 5%. $BMNR has not moved much (14%) in the last [--] months compared to a lot of the trendy names you see here on X This is bullish. Why $ETH remaining under $5000 has given $BMNR an abundance of time to accumulate more tokens for cheap. Subsequently believers in $BMNR have been given an abundance of time to accumulate more of the stock before it ascends to triple digits never looking back. It can be difficult to look around and see mining stocks HPC stocks"
X Link 2025-10-14T19:34Z [----] followers, 16.4K engagements
"Once $ETH gives us an inch $BMNR is going to take a mile. Observing the price action today it is clear that $BMNR wants to move higher. I think this next move is going to be explosive. Patience is going to pay off here"
X Link 2025-10-15T16:12Z [----] followers, [----] engagements
"$BMNR should seriously buy $ETHZ here 40% discount to NAV"
X Link 2025-10-16T16:11Z [----] followers, [----] engagements
"Tom Lee didnt buy billions upon billions of $ETH for the cycle to top [--] months into the $BMNR project. Wake up. Monthly chart shows a bullish Katana. I just can't be bearish on #Ethereum here man. https://t.co/mLImvCUuxf Monthly chart shows a bullish Katana. I just can't be bearish on #Ethereum here man. https://t.co/mLImvCUuxf"
X Link 2025-10-16T23:42Z [----] followers, [----] engagements
"I could see @fundstrat buying a huge chunk of $BMNR via a standard market order soon. This is not rooted in anything but calculated speculation but I could see it. This man puts his money where his mouth is. @BitMNR @fundstrat $BMNR #BMNR"
X Link 2025-10-17T15:34Z [----] followers, [----] engagements
"$ETH and $BMNR are going to rip faces into the end of the year. Everyone who panicked and sold the bottom this past week will chase at $80 then $90 then $100 and beyond. $BMNR is incredibly easy to hold when the entire financial system is moving onto Ethereum and Tom Lee @fundstrat is steering the ship. Rate cuts Q3 earnings underperforming funds chasing into the end of the year to hit benchmarks rotation from gold to crypto and Trump always wanting to be the hero are all tailwinds for $ETH and $BMNR. We saw the biggest liquidation event in crypto history this month. This is a constructive"
X Link 2025-10-19T01:43Z [----] followers, [----] engagements
"Having trouble finding the words to describe how bullish this is. Not only will @fundstrat and @BitMNR be rolling out staking soon but it is clear that their conviction in Ethereum as a network has actually grown stronger. This is exactly what you want to see and hear from management teams youre entrusting your capital with. Tom Lee and the BitMine team are walking the walk by aggressively buying dips spending time with Ethereum OGs and finalizing their roadmap to earn up to billions in staking rewards. $BMNR is more than just a digital asset strategy they are next-generation financial"
X Link 2025-10-20T15:09Z [----] followers, 33.1K engagements
"$BMNR IS PATIENTLY EXECUTING A MISSON THAT WILL MAKE SHAREHOLDERS PROFOUNDLY WEALTHY Friendly reminder that $BMNR raised $365M to buy the $ETH dip by selling 5M shares at $70 per share via their RDO last month. Todays PPS = $53 Offering PPS = $70 (32% increase) Warrant PPS = $87.50 (65% increase) As $BMNR shareholders of course we want the PPS to rise but the timing of the RDO and subsequent price action of both $ETH and $BMNR has not gotten enough attention the RDO displayed extreme capital efficiency by locking in proceeds from premium-priced shares to double down on $ETH at lower prices."
X Link 2025-10-20T17:38Z [----] followers, [----] engagements
"The hype chasers gamblers and momentum traders on $BMNR are gone. Only the believers are left. You know what happens next. EOY PT for $BMNR remains $100 but weak hands will not be around to reap the benefits its just the way life goes"
X Link 2025-10-20T22:46Z [----] followers, [----] engagements
"Helios isnt even close to being priced in to $GLXY this is becoming increasingly clear to me"
X Link 2025-10-23T16:16Z [----] followers, [----] engagements
"30%+ day loading for $KRKNF once Palmer Luckey fanboys discover how critical their batteries are to Andurils autonomous submarines. 100%+ week loading for $KRKNF once they uplist to NASDAQ/NYSE unlock options and institutions start piling in. This is the kind of name that will just explode with any uptick in liquidity. This is not meant to be spammy I actually believe this one has huge upside. $KRKNF #Krakheads ๐ฆ"
X Link 2025-10-23T19:38Z [----] followers, [----] engagements
"Data center stocks pumping on this news but one in particular is lagging: $GLXY Again Helios is not even close to being priced in and the street still views Galaxy as merely a crypto play. We are obscenely early ๐ *RECORD $38 BILLION DEBT SALE NEARS FOR ORACLE-TIED DATA CENTERS And there we go *RECORD $38 BILLION DEBT SALE NEARS FOR ORACLE-TIED DATA CENTERS And there we go"
X Link 2025-10-23T23:45Z [----] followers, [----] engagements
"As some of you know I initiated a large position in $DGXX last week. I would not have had the conviction to do so without the work of a small cohort of individuals here on X: @YungAds_ @ROIRecruiter @rk8215 @ChapoGrimey @chinoalemano Thank you gentlemen for your diligent work and for communicating the thesis on this massively undervalued HPC play. I highly recommend giving these guys a follow to stay up-to-date on all things $DGXX. Youll notice most of these accounts are smaller accounts in terms of followers yet theyre providing some of the best research on X"
X Link 2025-10-27T16:13Z [----] followers, [----] engagements
"$GLXY might have the most whiny and emotional investor base Ive ever seen. This is such an obvious long-term winner its not even funny"
X Link 2025-10-27T20:25Z [----] followers, 13.3K engagements
"I have taken it upon myself to make $GLXY my largest position. Thank you for your attention to this matter"
X Link 2025-10-28T14:07Z [----] followers, [----] engagements
"$GLXY IS THE MOST OVERLOOKED OPPORTUNITY IN THE MARKET TODAY Following up on this post from July $GLXY is still in my opinion one of the most asymmetric opportunities in the market today. Despite being 37%+ more expensive than it was in July I believe the market still has not adequately priced this stock given its overlap in the crypto + AI space [--] of the most important themes of the next [---] years. Due to this mispricing I have made $GLXY my largest position in terms of capital invested it is my goal as an investor to identify imbalances in the market in terms of value and upside and I"
X Link 2025-10-28T18:08Z [----] followers, [----] engagements
"$BMNR earnings tomorrow after the bell. @BitMNR and @fundstrat are betting billions on $ETH rewiring the entire financial system the same way the U.S. dollar did when it de-pegged from gold in [----]. $ETH is having its [----] moment before our eyes. During times of seismic shifts expect volatility expect to be challenged and expect to ask yourself if something so momentous could actually happen. My bet is that it will happen and it will happen soon. Through $BMNR legendary investors like Peter Thiel Stan Druckenmiller and Cathie Wood are betting on the same thing Id call that good company. Tom"
X Link 2025-10-28T21:08Z [----] followers, 12.6K engagements
"As the Goldman Sachs of Crypto $GLXY could be trading at $750/share in [----]. Assumptions: Total Crypto Market Cap = $30T $GLXY Market Share = 0.25% AUM/Book Value = $75B P/B Multiple = 3x This nets a $225B Market Cap for $GLXY Assume 300M shares outstanding and you get a PPS of $750. By the way this doesnt even factor in Helios/ the data center business๐คฏ I believe all assumptions used are fair when you understand the growth trajectory of the crypto economy and the role $GLXY is positioned to play in it"
X Link 2025-10-28T22:30Z [----] followers, [----] engagements
"Great rundown of the $GLXY + $COIN collaboration announced today. I listened to the Q3 earnings call again last night and this $GLXY management team is firing on all cylinders. The market can only discount them for so long. I am long $GLXY. $GLXY ๐ค $COIN Galaxy Integrates with Coinbase Prime Galaxy Digital has announced a new integration with Coinbase Prime combining Galaxys advanced staking infrastructure with Coinbases institutional-grade custody platform. ๐น Purpose of the Integration: The collaboration $GLXY ๐ค $COIN Galaxy Integrates with Coinbase Prime Galaxy Digital has announced a"
X Link 2025-10-29T14:44Z [----] followers, [----] engagements
"Every single watt of power will be snatched up. $IREN $GLXY $DGXX $CIFR $CLSK $WULF Brookfield CEO on CNBC just now: AI data centers are NOT a bubble. We are not building enough data centers. We arent building half of what we can. You cant build enough Brookfield CEO on CNBC just now: AI data centers are NOT a bubble. We are not building enough data centers. We arent building half of what we can. You cant build enough"
X Link 2025-10-29T14:55Z [----] followers, [----] engagements
"$GLXY has 3.5GW of critical power (800MW approved and 2.7GW under study by ERCOT) over half the average power required to support all of New York City. This amounts to over $5B in ARR at 90% EBITDA margins using the $CRWV 15-year lease terms. The market evidently still thinks this is a random crypto company but in reality $GLXYs power pipeline is one of the largest in North America. Big tech earnings last night confirmed that data center and compute capex is not slowing but rather accelerating $GLXY is positioned to solve the power problem for hyperscalers AIs scarcest bottleneck. I dont see"
X Link 2025-10-30T15:42Z [----] followers, [----] engagements
"Upsized offerings = huge investor demand and confidence Keep selling your shares at $35 after a blowout earnings upcoming Helios revenues in 1H2026 and the entire world pivoting to digital finance & crypto you turkeys ๐คฃ Goldman Sachs of crypto + data center giant + dominant balance sheet $GLXY $GLXY @galaxyhq So 1.3b now ๐ https://t.co/iqqOgrHMPf $GLXY @galaxyhq So 1.3b now ๐ https://t.co/iqqOgrHMPf"
X Link 2025-10-30T22:39Z [----] followers, [----] engagements
"I am running numbers and models on $GLXY and my legit bear case for this stock is $63 by EOY [----]. Its almost not worth sharing what the long-term bull cases are ๐"
X Link 2025-10-30T22:52Z [----] followers, [----] engagements
"$GLXY @novogratz"
X Link 2025-10-31T03:21Z [----] followers, [----] engagements
"$GLXY currently has [--] job openings for their Data Center business alone including a Head of Data Center Site Development and VP of ERCOT Regulatory Affairs ๐ Its not an AI HPC play though its just a crypto company right Theyre surely just bringing on [--] FTEs for fun right Few understand where this is actually heading"
X Link 2025-10-31T14:10Z [----] followers, 13.5K engagements
"I dont want to be too hard this guy because hes just a kid but this mentality is how you get absolutely burnt in the stock market. The only reason it isnt higher conviction is because $BMNR isnt moving in the direction he hoped for. Buying when stock are ripping and it feels exciting is not conviction it is chasing and gambling. There are many investors that struggle with this and these folks would actually be better off buying $SPY and not looking at their brokerage account. The thesis has not changed the only thing that has is the price of $ETH which actually makes it more appealing. I am"
X Link 2025-11-03T15:37Z [----] followers, 50.2K engagements
"The sentiment surrounding $GLXY reminds me a lot of the sentiment surrounding $AMD before it exploded higher and was finally given the credit it deserves (Advanced Money Destroyer). The same way $AMD did $GLXY is giving investors ample time to accumulate before its properly re-rated. Whether you opt to take advantage or not is entirely on you unfortunately most would rather chase after its surpassed $80"
X Link 2025-11-03T16:45Z [----] followers, [----] engagements
"On $ETH and $BMNR: This will be another instance of Tom Lee being right about something even when the story seemed like it was dead in the water. There are many such examples of this most recently the V-shaped recovery since the tariff-scare in April. Everyone will sing his praises when hes proven right yet again but not before he gets endless amounts of hate during pullbacks. Scam Ponzi Rug pull these are all things that both $BMNR and $ETH have been called over the last couple of months because theyre not going up as fast as some investors would like. Patience is a virtue. The thesis is"
X Link 2025-11-04T15:45Z [----] followers, [----] engagements
"The single-best opportunity in the market today in the $10B+ MC category. $GLXY $GLXY @ $13.6B market cap (aggressively loading more calls IMO insanely cheap) Galaxy has a $4B balance sheet assigning $9.6B of equity value to the Crypto & Data Center businesses. In Q3 the crypto business did $500M in net income (part of this was from venture book mark $GLXY @ $13.6B market cap (aggressively loading more calls IMO insanely cheap) Galaxy has a $4B balance sheet assigning $9.6B of equity value to the Crypto & Data Center businesses. In Q3 the crypto business did $500M in net income (part of this"
X Link 2025-11-04T16:03Z [----] followers, [----] engagements
"I am considering rotating my entire $IREN position into $GLXY due to the egregious value gap between the two"
X Link 2025-11-04T16:32Z [----] followers, 23.1K engagements
"The best opportunities in the market right now in my opinion: Under $1B MC $DGXX $1B-$10B MC $ONDS Over $10B MC $GLXY I am adding as much as I possibly can at these levels"
X Link 2025-11-04T19:43Z [----] followers, [----] engagements
"I have purchased $20000 of $ONDS today"
X Link 2025-11-06T17:05Z [----] followers, 10.1K engagements
"$GLXY has the strongest balance sheet in the AI/HPC space to successfully pull off the pivot from $BTC mining in the most capital-efficient way possible. Hilariously most people seem to be completely oblivious to their Helios project combined 3.5GW pipeline ERCOT relationships and board members economic impact on small Texas cities meetings with Greg Abbott or growing number of job postings in their data center business. Theyd rather label it a niche crypto company that is merely a proxy to $BTC or the general crypto economy. They will all be proven wrong and it will be beautiful. Good luck"
X Link 2025-11-07T19:34Z [----] followers, [----] engagements
"If $GLXY spun off their data center arm to a separate corporate entity called something like Galaxy Grid or Galaxy Edge everyone and their mother would be lining up to buy it maybe they should in the future. Those of us who have done our own research already know were getting this business on top of an existing institutional-grade crypto asset manager OTC desk and financial services company with a killer balance sheet. One of the largest data center pipelines in the game + the Goldman Sachs of crypto for $30 seems like a good investment to me. Triple digits is not an if its a when. $GLXY"
X Link 2025-11-07T20:45Z [----] followers, [----] engagements
"Definitely something. $GLXY Director Douglas Deason reported openmarket purchases of $GLXY on 11/07/2025 executed in five tranches of [----] shares each (total [-----] shares) at prices of $28.95 $29.15 $31.559 $29.25 and $29.05. Galaxys man on the ground in Texas - ERCOT approvals may be close Director Douglas Deason reported openmarket purchases of $GLXY on 11/07/2025 executed in five tranches of [----] shares each (total [-----] shares) at prices of $28.95 $29.15 $31.559 $29.25 and $29.05. Galaxys man on the ground in Texas - ERCOT approvals may be close"
X Link 2025-11-10T23:08Z [----] followers, [----] engagements
"Since this post: $IREN -33% $GLXY -5% I stand firm in my decision to fully rotate my $IREN position to $GLXY. My $IREN position has been entirely rotated to $GLXY due to the egregious value gap between the two. My $IREN position has been entirely rotated to $GLXY due to the egregious value gap between the two"
X Link 2025-11-13T15:22Z [----] followers, 15.5K engagements
"$DGXX just re-affirmed my thesis that this is a 10-bagger in the making as long as management can execute. So many great things happening under the hood over at @DigipowerX all in the name of positioning themselves to provide critical energy infrastructure for AI HPC. Balance sheet looks great shareholder-friendly capital deployment new power approvals in NY huge [----] operational goals ARMS pods on track for deployment in Q1 [----] and the list goes on. Hang onto your hats folks ๐"
X Link 2025-11-13T23:21Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing