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# ![@itschrisray Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1810770048560287744.png) @itschrisray Chris Ray

Rocket Lab ($rklb) is experiencing a market pullback, with its stock price dropping, but investors are viewing this as a buying opportunity due to the company's strong fundamentals and potential for growth. The company has been making significant progress, including launching multiple rockets and working towards sending spacecraft to Mars. Despite short-term fluctuations, investors are confident in $rklb's long-term prospects.

### Engagements: [-------] [#](/creator/twitter::1810770048560287744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1810770048560287744/c:line/m:interactions.svg)

- [--] Week [-------] -18%
- [--] Month [---------] +8.10%
- [--] Months [----------] +2,043%
- [--] Year [----------] +660,625%

### Mentions: [--] [#](/creator/twitter::1810770048560287744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1810770048560287744/c:line/m:posts_active.svg)

- [--] Week [---] +3.70%
- [--] Month [---] +40%
- [--] Months [-----] +515%
- [--] Year [-----] +39,500%

### Followers: [------] [#](/creator/twitter::1810770048560287744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1810770048560287744/c:line/m:followers.svg)

- [--] Week [------] +1.50%
- [--] Month [------] +33%
- [--] Months [------] +1,349%
- [--] Year [------] +37,069%

### CreatorRank: [------] [#](/creator/twitter::1810770048560287744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1810770048560287744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #3658 [stocks](/list/stocks)  #4385 [automotive brands](/list/automotive-brands)  2.54% [cryptocurrencies](/list/cryptocurrencies)  2.03% [technology brands](/list/technology-brands)  2.03% [countries](/list/countries)  1.52% [celebrities](/list/celebrities)  0.51%

**Social topic influence**
[$onds](/topic/$onds) #5, [$rklb](/topic/$rklb) #4, [$lmnd](/topic/$lmnd) #3, [in the](/topic/in-the) 12.18%, [stocks](/topic/stocks) #1716, [$te](/topic/$te) #4, [business](/topic/business) #2624, [ai](/topic/ai) 4.06%, [insurance](/topic/insurance) #392, [more than](/topic/more-than) 3.55%

**Top accounts mentioned or mentioned by**
[@blackpanthercap](/creator/undefined) [@rklbman](/creator/undefined) [@sharkchart](/creator/undefined) [@stockstormx](/creator/undefined) [@asym_investor](/creator/undefined) [@asyminvestor](/creator/undefined) [@lemonadeinc](/creator/undefined) [@djstra](/creator/undefined) [@stupkastanislav](/creator/undefined) [@ausginsif](/creator/undefined) [@remotenavigator](/creator/undefined) [@tesla](/creator/undefined) [@amitisinvesting](/creator/undefined) [@taylorfinc40580](/creator/undefined) [@swetalp41290270](/creator/undefined) [@neurohr11](/creator/undefined) [@dinosaurteef](/creator/undefined) [@ryansfinance](/creator/undefined) [@dasteeringwheel](/creator/undefined) [@spykex02](/creator/undefined)

**Top assets mentioned**
[Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [Tesla, Inc. (TSLA)](/topic/tesla) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Redwire Corporation (RDW)](/topic/$rdw) [Planet Labs PBC (PL)](/topic/$pl) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Unusual Machines, Inc (UMAC)](/topic/$umac) [PancakeSwap (CAKE)](/topic/$cake) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Yum! Brands, Inc. (YUM)](/topic/$yum) [McDonald's Corp (MCD)](/topic/$mcd) [Firefly Aerospace (FLY)](/topic/firefly-aerospace) [SATS (Ordinals) (SATS)](/topic/$sats) [Fluidity (FLY)](/topic/$fly) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Legence Corp (LGN)](/topic/$lgn) [Ormat Technologies, Inc. (ORA)](/topic/$ora) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [MP Materials Corp. (MP)](/topic/$mp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Food stocks UP everything else DOWN. $YUM $CAKE $CMG $MCD"  
[X Link](https://x.com/itschrisray/status/2001387041607581890)  2025-12-17T20:20Z 11.9K followers, [----] engagements


"Ive been seeing people post some completely NON-space sector stocks and claiming theyre part of the space economy. If you want to research some ACTUAL space stocks these are the only ones that matter: $RKLB Rocket Lab $ASTS AST SpaceMobile $LUNR Intuitive Machines $SATS Echostar $RDW Redwire Corp $FLY Firefly Aerospace $PL Planet Labs Less popular: $SPCE Virgin Galactic $VOYG Voyager Technologies $TSAT Telesat Space-adjacent/Defense: $KTOS Kratos Defense $LMT Lockheed Martin $NOC Northrop Grumman $LHX L3 Harris $BA Boeing Cant think of any others but feel Free to recommend some below. The"  
[X Link](https://x.com/itschrisray/status/2003229596636918048)  2025-12-22T22:22Z 11.8K followers, 19.4K engagements


"Everyone (including me): Whats a ticker for a company thats: - founder led - got zero debt - under $5B market cap - potential to 10x or more - diverse revenue streams - growth is not priced in yet - durable (not a short-term fad) - transparent with active social media/IR - got revenue w/ clear path to profitability https://twitter.com/i/web/status/2008523636596936748 https://twitter.com/i/web/status/2008523636596936748"  
[X Link](https://x.com/itschrisray/status/2008523636596936748)  2026-01-06T12:58Z 11.9K followers, 25.6K engagements


"Whats your highest conviction stock right now Summarize what they do in a sentence. Consider tagging an X account that does a good job covering them"  
[X Link](https://x.com/itschrisray/status/2009641436350644706)  2026-01-09T15:00Z 11.8K followers, 18.4K engagements


"Potential new positions Im considering: Popular stock: $EOSE Unpopular stock: $OSS"  
[X Link](https://x.com/itschrisray/status/2010394485029851209)  2026-01-11T16:52Z 11.9K followers, 44.3K engagements


"@pepemoonboy $LGN"  
[X Link](https://x.com/itschrisray/status/2010909896582242668)  2026-01-13T03:00Z 11.9K followers, 15.7K engagements


"Consider giving @asym_investor a follow. Hes a newer investor but does a great job covering names in the energy space and defense sectors. Some names like $ORA Ive never heard of. Great opportunity to follow someones investing journey from the beginning. 🚨 $ORA signs 20-year PPA with Switch for 13MW geothermal power to fuel Nevada data centers. - From Salt Wells plant (upgrade finishing Q2 2026) - Deliveries start Q1 [----] - Option to add 7MW solar - Ormat's first direct data center PPA Clean reliable baseload energy for the 🚨 $ORA signs 20-year PPA with Switch for 13MW geothermal power to"  
[X Link](https://x.com/itschrisray/status/2011071351545868692)  2026-01-13T13:42Z 11.7K followers, [----] engagements


"Thrilled to be followed by the esteemed CEO of $VOYG @dylan Voyager Technologies is a defense/space company that recently IPOd last summer. Hasnt been on my radar too much but Ill be paying closer attention now. The tickers on my watchlist"  
[X Link](https://x.com/itschrisray/status/2012250545650614477)  2026-01-16T19:48Z 11.9K followers, [----] engagements


"I dont see a scenario where $RKLB isnt $200+ and $ONDS isnt $75+ one day. Thats why I sleep well at night and dont try to time selling local tops and buying local bottoms. I just buy and hold"  
[X Link](https://x.com/itschrisray/status/2014435934830219378)  2026-01-22T20:32Z 11.8K followers, 37.3K engagements


"Hard to look at these images and be like yeah $TE deserves to stay under $2B. Sometimes vibe investing is all you need. πŸ˜‚"  
[X Link](https://x.com/itschrisray/status/2014708185777549484)  2026-01-23T14:33Z 11.7K followers, 68.1K engagements


"Portfolio is getting SLIGHTLY less concentrated. Wouldnt mind $ONDS $LMND and $TE growing to be larger percentages of the account. $RKLB is just such a beast its hard for them to catchup. πŸ˜…"  
[X Link](https://x.com/itschrisray/status/2014814106029572235)  2026-01-23T21:34Z 11.7K followers, 13.8K engagements


"If $BAER is a good stock to buy during bad wildfire years whats a good stock to buy during a bad blizzard/snowy year Asking for a friend πŸ˜…πŸ₯Ά"  
[X Link](https://x.com/itschrisray/status/2015083564048527699)  2026-01-24T15:25Z 11.8K followers, [----] engagements


"$LMND making a push to break $100 feels a lot like the lead-up to $RKLB breaking $10 in [----]. We know what happened after that"  
[X Link](https://x.com/itschrisray/status/2015410401295343888)  2026-01-25T13:04Z 11.8K followers, [----] engagements


"Really great read that explains why having Trina heritage & support in its early days will allow $TE to dominate as a fully U.S. owned & operated business in the future. I somehow must have missed this last week due to the short report drama. https://www.solarpowerworldonline.com/2026/01/why-solar-cell-manufacturing-is-so-difficult-for-the-united-states/ https://www.solarpowerworldonline.com/2026/01/why-solar-cell-manufacturing-is-so-difficult-for-the-united-states/"  
[X Link](https://x.com/itschrisray/status/2015507112072188262)  2026-01-25T19:28Z 11.8K followers, 10.4K engagements


"Being an AI-native insurance platform allows $LMND to move quickly deploying new products in weeks/months instead of years. Today $LMND announces their new Autonomous Car Insurance is live in AZ. Legacy insurers will have to figure out how to compete or theyll be left behind. .@Lemonade_Inc Autonomous Car for @Tesla FSD is now live in AZ. Reminder: 50% off on FSD-driven miles https://t.co/q0UOjWNNgk .@Lemonade_Inc Autonomous Car for @Tesla FSD is now live in AZ. Reminder: 50% off on FSD-driven miles https://t.co/q0UOjWNNgk"  
[X Link](https://x.com/itschrisray/status/2015779200771232027)  2026-01-26T13:29Z 11.8K followers, [----] engagements


"To everyone that has asked me if its too late to buy names like $RKLB $LMND or especially $ONDS days like today make my answer easy. No. Its not too late. Personally I think $ONDS in the mid $11s is a great deal. πŸ‘€ NFA DYOR"  
[X Link](https://x.com/itschrisray/status/2015811672443621533)  2026-01-26T15:38Z 11.9K followers, 25.6K engagements


"Small cap drone stocks getting HAMMERED today. Getting hit across the board no one news story unique to any one of them causing the decline. $ONDS holding up pretty well when you see the others - $UMAC $RCAT $DPRO Nice discounts today for those looking to buy"  
[X Link](https://x.com/itschrisray/status/2015814681202487417)  2026-01-26T15:50Z 11.8K followers, 32.3K engagements


"@Sahinevciman I exited due to higher conviction in $TE and $LMND"  
[X Link](https://x.com/itschrisray/status/2015926153505104330)  2026-01-26T23:13Z 11.7K followers, [---] engagements


"$RKLB will report Q4 [----] & Full Year earnings in about [--] month: Thursday February [--] [----] following the close of U.S. markets. A conference call will follow at 5pm ET"  
[X Link](https://x.com/itschrisray/status/2016144314074591577)  2026-01-27T13:40Z 11.7K followers, [----] engagements


"@amitisinvesting Continues to be a sector I have zero interest in - along with health tech biotech etc"  
[X Link](https://x.com/itschrisray/status/2016203444554457350)  2026-01-27T17:35Z 11.7K followers, [----] engagements


"This is exactly how you want a CEO to respond to criticism. Adding some clarity and taking responsibility. I dont own any $VOYG but interactions like these definitely impact how I invest my money. Nicely done here. @RKLBMan @JungleStocks The short answer is the ad is real. The longer answer is there were a series of ads ran last year mostly focused on the company's capabilities Starlab etc. I think there were six ads in total or something like that. The Palantir ad was one of them. It was a stupid ad and @RKLBMan @JungleStocks The short answer is the ad is real. The longer answer is there"  
[X Link](https://x.com/itschrisray/status/2016228448604237999)  2026-01-27T19:14Z 11.8K followers, [----] engagements


"🚨 The Optimus 1-EX drone made by $ONDS subsidiary American Robotics just made the Blue UAS Cleared list. Why is this important Drones on the Blue UAS Cleared List are approved for the evolving mission needs of DoW users. These drones are compliant with current law and policy validated as cyber-secure and are available for DoW purchase and operation. It means these UAS platforms have been FULLY vetted and can be purchased and operated for even the most stringent DoW programs. This is a big step forward in validating $ONDS tech. Huge win. Credit to @BMSInvests and @ive_m5 who shared it first."  
[X Link](https://x.com/itschrisray/status/2016507379521634628)  2026-01-28T13:43Z 11.8K followers, [----] engagements


"Buying $ONDS at $11 seems like a total pipe dream now. Hope all those interested were able to buy the dip"  
[X Link](https://x.com/itschrisray/status/2016514105436262754)  2026-01-28T14:10Z 11.8K followers, 35.1K engagements


"Hot take (and not financial advice): Putting 90% of your liquid net worth into a single stock that youve properly researched isnt risky if: - your due diligence was comprehensive - youve got a job that covers all your bills - youre in your 20s or 30s - you dont have kids"  
[X Link](https://x.com/itschrisray/status/2016591853437477091)  2026-01-28T19:18Z 11.8K followers, 18K engagements


"Super low volume day for $RKLB. Check out this chart (gross). Only 16M shares traded versus the average 24M shares. Still happy to see +1.8%"  
[X Link](https://x.com/itschrisray/status/2016618574274502855)  2026-01-28T21:05Z 11.8K followers, [----] engagements


"Personally I just see Ondas business mushrooming upwards and outwards to touch many industries. Theyre effectively becoming Anduril but with foreign-sourced talent and businesses. Theyve also got a bankroll no one else in the industry can compete with and I think much of the world is ignoring the talent in Eastern Europe and Israel which has allowed $ONDS to really capitalize on it. Im a big believer in just leaning into positions you already have an undying conviction in. If you had a confidence score for every stock you were interested in buying the only reason not to put all your money"  
[X Link](https://x.com/itschrisray/status/2016621179235111149)  2026-01-28T21:15Z 11.8K followers, [---] engagements


"My portfolio turned [--] years old this week πŸ₯³ That means Fidelity now shows me 5-year data. +375% 5-year cumulative pre-tax return"  
[X Link](https://x.com/itschrisray/status/2016851871814582470)  2026-01-29T12:32Z 11.8K followers, [----] engagements


"Just added [--] shares of $ONDS. Current share count: 5075"  
[X Link](https://x.com/itschrisray/status/2016890023539315121)  2026-01-29T15:03Z 11.9K followers, 15.3K engagements


"$PLTR is now down 5% from where it was [--] months ago. Anyone buying here πŸ€”"  
[X Link](https://x.com/itschrisray/status/2016898008726552698)  2026-01-29T15:35Z 11.8K followers, 22.3K engagements


"These $ONDS prices are too tempting right now. I was content with my position when the stock was trading around $14 but Im starting to nibble again. Im more bullish than ever on this company"  
[X Link](https://x.com/itschrisray/status/2016900062777938111)  2026-01-29T15:43Z 11.7K followers, 25.2K engagements


"$MP and $UAMY X accounts going at each other today. Whats next πŸ˜‚ πŸΏπŸ‘€ My guys Im all for piling on Reuters and I know $MP smacks but next time give the statement a light remix. Directors cut not the theatrical release. My guys Im all for piling on Reuters and I know $MP smacks but next time give the statement a light remix. Directors cut not the theatrical release"  
[X Link](https://x.com/itschrisray/status/2016901707993587910)  2026-01-29T15:50Z 11.8K followers, [----] engagements


"Kinda crazy but [--] years into active investing I just sold an options contract for the first time. πŸ˜… Been considering it for a while now but Ive decided Id like to sell 10% of my $RKLB position and move the cash into some other opportunities that I believe have more growth potential in the near term. Thing is I dont want to sell $RKLB at current prices. Im not in a rush and would prefer to sell the 10% at $100/share. So I sold (5) covered calls dated Feb 6th at a $100 strike price and collected a $411 premium. If $RKLB doesnt hit $100 the option expires worthless and I keep the $411 premium I"  
[X Link](https://x.com/itschrisray/status/2016945041084756060)  2026-01-29T18:42Z 11.7K followers, 11K engagements


"I always catch myself saying things like: Im gonna wait until $ONDS drops to $11 to buy more $11.45 is too expensive. But then I realize my EOY price target is $25 so wtf am I really fussing about πŸ˜‚"  
[X Link](https://x.com/itschrisray/status/2016969436591210962)  2026-01-29T20:19Z 11.8K followers, 18.5K engagements


"πŸ“£ You can now buy $ONDS under $11 πŸ‘€"  
[X Link](https://x.com/itschrisray/status/2017265890044055623)  2026-01-30T15:57Z 11.8K followers, 14.8K engagements


"Markets dumping today. Lets do a midday check-in on the small cap drone stocks: $ONDS -5.13% $DPRO -8.25% $UMAC -8.99% $RCAT -10.85% $ONDS is holding up pretty well 😏"  
[X Link](https://x.com/itschrisray/status/2017275951768363211)  2026-01-30T16:37Z 11.8K followers, [----] engagements


"Id happily buy more $TE under $9 $ONDS under $12 $LMND under $90"  
[X Link](https://x.com/itschrisray/status/2017289225595396374)  2026-01-30T17:30Z 11.9K followers, [----] engagements


"$RKLB is still the only company that included a telecommunications orbiter as part of their MSA proposal. Current Mars communication satellites are decades old and beginning to fail. NASA is expected to make a decision soon. πŸ‘€ NASA will launch at the very most one mission to Mars during Trump's second term. The fight is on over what it will look like: https://t.co/PLHgR9vt1Z NASA will launch at the very most one mission to Mars during Trump's second term. The fight is on over what it will look like: https://t.co/PLHgR9vt1Z"  
[X Link](https://x.com/itschrisray/status/2018095622033731772)  2026-02-01T22:54Z 11.7K followers, 12.4K engagements


"Trimmed a little more of my highest cost $TE shares to buy another couple hundred shares of $ONDS. Could not resist this dip on positive news of a great new acquisition. Still very bullish on $TE but my conviction in $ONDS is at all time highs and I def need to add here"  
[X Link](https://x.com/itschrisray/status/2018343201178841521)  2026-02-02T15:18Z 11.9K followers, 48.7K engagements


"These new platforms from Rotron Aero allow $ONDS to deliver mini drone swarms deep behind enemy lines with a max range of 140km. $ONDS 🀯 Ondas now have a drone mothership that can carry up to TEN drones that have swarm capabilities and can travel @ 120kmh Im in awe of this company. https://t.co/P9pQdwiWcd $ONDS 🀯 Ondas now have a drone mothership that can carry up to TEN drones that have swarm capabilities and can travel @ 120kmh Im in awe of this company. https://t.co/P9pQdwiWcd"  
[X Link](https://x.com/itschrisray/status/2018351558270824674)  2026-02-02T15:51Z 11.8K followers, [----] engagements


"Alright Im sure Im gonna get some shit for this but I just fully exited $TE. In total I made about $1500 in the few weeks I owned it. I rolled the entirety of the position into $ONDS. In previous posts I said I saw $TE as one of my longer term holds and that was always the plan but with $ONDS dropping from the $15s to $10s and sitting on $1500 profit in $TE in just a few weeks of owning it I had to make the swap. I also felt I had to do this because $ONDS is basically my new $RKLB. I have extremely high conviction in the company and feel I cant afford to NOT buy it at these prices. I"  
[X Link](https://x.com/itschrisray/status/2018393936037900585)  2026-02-02T18:39Z 11.9K followers, 39.7K engagements


"Todays acquisition announcement is HUGE for $ONDS. Lets go through whats happening and what it all means. $ONDS is acquiring 100% of U.K. Company Rotron Aero. This move will secure a vital strategic footprint within the UK & NATO ecosystems. $ONDS now has fast-track access to major programs through deep-rooted relationships with the UK Ministry of Defence. $ONDS also gains access to several key technologies it didnt previously have - all of which will be added to their system-of systems architecture. These include next-gen One Way Effectors (OWEs) capable of traveling 1200+ km and unmanned"  
[X Link](https://x.com/itschrisray/status/2018425118989652032)  2026-02-02T20:43Z 11.8K followers, 14.6K engagements


"I was wrong about $ONDS. [----] shares isnt a full position for me. [-----] is. Current share count: 6500"  
[X Link](https://x.com/itschrisray/status/2018468466903371954)  2026-02-02T23:35Z 11.9K followers, 24.6K engagements


"@DumbMoneyCapitl RKLB to infinity I guess"  
[X Link](https://x.com/itschrisray/status/2018506916301811765)  2026-02-03T02:08Z 11.8K followers, [----] engagements


"Ondas Holdings ended a 1-year 500% run in January. Ondas Inc. is just getting started. 😏 $ONDS"  
[X Link](https://x.com/itschrisray/status/2018509674908172657)  2026-02-03T02:19Z 11.9K followers, 10K engagements


"Babe wake up New $ONDS drones just dropped"  
[X Link](https://x.com/itschrisray/status/2018679656782688397)  2026-02-03T13:35Z 11.9K followers, [----] engagements


"Didnt hate the old $ONDS branding but this new logo will look a lot better on merch when they open their store. πŸ‘€"  
[X Link](https://x.com/itschrisray/status/2018683771076202544)  2026-02-03T13:51Z 11.8K followers, [----] engagements


"@RyanGoldenberg2 Yes"  
[X Link](https://x.com/itschrisray/status/2018782568594931808)  2026-02-03T20:24Z 11.7K followers, [---] engagements


"It appears $ONDS did not make the cut for Phase [--] of the Drone Dominance Program. This does not explicitly mean they are excluded from any of the later phases (per the program website). Fortunately Phase [--] has the smallest order values with the 1st place company taking home just $12.5 million. The later phases will be for larger order sizes and award higher dollar amounts than Phase [--]. Phase [--] will commence in [--] months and if Phase [--] eligibility requirements hold $ONDS should be able to apply with their partners (Rift Dynamics) Wsp drone at that time. In the grand scheme of things $12.5"  
[X Link](https://x.com/itschrisray/status/2018791230876811337)  2026-02-03T20:58Z 11.9K followers, 35.7K engagements


"@shahh You know crypto is in a bad place when the technical analysis involves the McRib πŸ˜…"  
[X Link](https://x.com/itschrisray/status/2018880110833897705)  2026-02-04T02:51Z 11.7K followers, [---] engagements


"@amitisinvesting The good half"  
[X Link](https://x.com/itschrisray/status/2018880751157293098)  2026-02-04T02:54Z 11.7K followers, [---] engagements


"Tell me youre a state-of-the-art space company without telling me youre a state-of-the-art space company $RKLB πŸš€"  
[X Link](https://x.com/itschrisray/status/2019047906163249232)  2026-02-04T13:58Z 11.8K followers, [----] engagements


"@TigerLineTrades When it breaks out"  
[X Link](https://x.com/itschrisray/status/2019075783663268264)  2026-02-04T15:49Z 11.8K followers, [----] engagements


"1. Portfolio ran to a new ATH of $425k [--]. Fell back to $260k a month later [--]. Ran to a new ATH of $580k Currently back down to $425k These ups and downs are normal - especially with a concentrated portfolio of growth stocks. Still trending up and to the right. 🫑"  
[X Link](https://x.com/itschrisray/status/2019117198875246778)  2026-02-04T18:33Z 11.9K followers, [----] engagements


"@PoojaPatel11254 Hope you managed to collect some profit 😬"  
[X Link](https://x.com/itschrisray/status/2019117553768178067)  2026-02-04T18:35Z 11.8K followers, [---] engagements


"You know its been a brutal day when youre pumped you ended the day down only $53540.98 πŸ˜… At one point I was down more than $80k Got a nearly +$30k swing from the bottom 🀩"  
[X Link](https://x.com/itschrisray/status/2019157395453407380)  2026-02-04T21:13Z 11.8K followers, [----] engagements


"Headline: AI is destroying SaaS companies My drone & space-heavy portfolio:"  
[X Link](https://x.com/itschrisray/status/2019159071161528693)  2026-02-04T21:20Z 11.8K followers, 10.5K engagements


"@BrettKrieger12 Sold my first covered call on some RKLB shares I decided I wanted to trim anyway and I was like why havent I been doing this more πŸ˜…"  
[X Link](https://x.com/itschrisray/status/2019163094308577527)  2026-02-04T21:36Z 11.8K followers, [--] engagements


"@YETI_IV Hahahah"  
[X Link](https://x.com/itschrisray/status/2019163260436771231)  2026-02-04T21:36Z 11.8K followers, [--] engagements


"@BlackPantherCap Yeah if I wasnt so heavy in RKLB Id be tempted at the $60s/$70s"  
[X Link](https://x.com/itschrisray/status/2019377684917416410)  2026-02-05T11:48Z 11.7K followers, [---] engagements


"Yesterday my portfolio dropped by more than it was worth in mid July [----]. Still slept like a baby last night. πŸ€·β™‚"  
[X Link](https://x.com/itschrisray/status/2019389834301976645)  2026-02-05T12:37Z 11.8K followers, 10.9K engagements


"Wheres all the money going πŸ€”"  
[X Link](https://x.com/itschrisray/status/2019431545141096471)  2026-02-05T15:22Z 11.8K followers, 13.4K engagements


"This dip cannot last. The buying opportunity"  
[X Link](https://x.com/itschrisray/status/2019467543266664808)  2026-02-05T17:45Z 11.8K followers, [----] engagements


"Just pointing out that if I panic sold near the bottom of the November pullback and waited for a better opportunity to buy back in Id be waiting until now Which would have made me miss out on an extra $150000+ (the difference between the Nov bottom and now)"  
[X Link](https://x.com/itschrisray/status/2019475946818970025)  2026-02-05T18:19Z 11.8K followers, [----] engagements


"@amitisinvesting Totally agree feels like the selloff is driven by anxiety surrounding AI uncertainty and everyone is just retreating to cash-in-pocket because it gives a sense of control. Wont be surprised if were all taking screenshots of new ATHs in another month or two"  
[X Link](https://x.com/itschrisray/status/2019480322992169073)  2026-02-05T18:36Z 11.8K followers, [----] engagements


"@TaylorFinc40580 I sat at [---] to -70% gain in $RKLB for over a year. I never thought of selling then. Turned out pretty well for me"  
[X Link](https://x.com/itschrisray/status/2019481700997210384)  2026-02-05T18:42Z 11.8K followers, [---] engagements


"Artificial intelligence drones robotics defense all in one company. $ONDS Strong week engaging with government defense and industry partners on real-world autonomous deployment. Demand continues to build for operationally proven platforms integrated command architectures and scalable autonomy. $ONDS https://t.co/QqXVMCdUuK Strong week engaging with government defense and industry partners on real-world autonomous deployment. Demand continues to build for operationally proven platforms integrated command architectures and scalable autonomy. $ONDS https://t.co/QqXVMCdUuK"  
[X Link](https://x.com/itschrisray/status/2019484668295336053)  2026-02-05T18:53Z 11.8K followers, [----] engagements


"@xoRachelPitzel I fortunately got out of BTC before it fell below 100k but honestly it can only take the market down so far. Businesses have tangible value and can only fall so far"  
[X Link](https://x.com/itschrisray/status/2019509388709687313)  2026-02-05T20:32Z 11.8K followers, [--] engagements


"Oh lord $AMZN under $200 after hours πŸ’€"  
[X Link](https://x.com/itschrisray/status/2019517954153672720)  2026-02-05T21:06Z 11.8K followers, [----] engagements


"Our portfolios might be tanking but at least there are some top tier memes being deployed πŸ˜‚"  
[X Link](https://x.com/itschrisray/status/2019534598598980035)  2026-02-05T22:12Z 11.8K followers, [----] engagements


"@WhiteHouse Bro fix the stock market"  
[X Link](https://x.com/itschrisray/status/2019542987198652511)  2026-02-05T22:45Z 11.8K followers, [----] engagements


"Not gonna lie its been BRUTAL out there this week. πŸ˜‚ Im down almost $100k in [--] days. But just to be clear: Im not selling a single share. This could all go to zero and Id still be holding. I dont trade in & out of my super high conviction names and have no doubt that theyll all reach ATHs in due time. Ill be adding to these core positions whenever I have opportunities to do so. NFA DYOR $RKLB $ONDS $LMND https://twitter.com/i/web/status/2019548569481408718 https://twitter.com/i/web/status/2019548569481408718"  
[X Link](https://x.com/itschrisray/status/2019548569481408718)  2026-02-05T23:07Z 11.8K followers, 20.7K engagements


"Exactly. I think they have a great brand and marketing team and theyve built a good network but the actual product and sourcing is a huge question mark for me. Im totally content to pass on taking a position and wont be upset if/when it runs. Ive got higher conviction in other stocks that I feel I better understand from all angles. https://twitter.com/i/web/status/2019615873900703880 https://twitter.com/i/web/status/2019615873900703880"  
[X Link](https://x.com/itschrisray/status/2019615873900703880)  2026-02-06T03:35Z 11.8K followers, [---] engagements


"Everyone opening their portfolios this morning"  
[X Link](https://x.com/itschrisray/status/2019765559852679613)  2026-02-06T13:30Z 11.8K followers, 13.9K engagements


"$RKLB has some serious payload capabilities these days. A product they call Heimdall is my favorite. Heimdall is a prominent figure in Norse mythology known as the all-seeing and all-hearing guardian of Asgard the realm of the gods. (In the Thor movies starring Chris Hemsworth Heimdall was played by Idris Elba) For $RKLB Heimdall helps provide near real-time custody of adversary actions rendezvous and proximity operations (RPO) events and orbital changes that could pose a threat to national assets. $RKLB payloads are manufactured in the U.S. and engineered for the demands of space protection"  
[X Link](https://x.com/itschrisray/status/2019775137248170309)  2026-02-06T14:08Z 11.8K followers, [---] engagements


"$RKLB has some serious payload capabilities these days. A product they call Heimdall is my favorite. Heimdall is a prominent figure in Norse mythology known as the all-seeing and all-hearing guardian of Asgard the realm of the gods. (In the Thor movies starring Chris Hemsworth Heimdall was played by Idris Elba) For $RKLB Heimdall helps provide near real-time custody of adversary actions rendezvous and proximity operations (RPO) events and orbital changes that could pose a threat to national assets. $RKLB payloads are manufactured in the U.S. and engineered for the demands of space protection"  
[X Link](https://x.com/itschrisray/status/2019775383579635938)  2026-02-06T14:09Z 11.8K followers, [----] engagements


"Sold another [--] $RKLB $100 calls dated March 6th. Collected a $546 premium. 😎"  
[X Link](https://x.com/itschrisray/status/2019788254686384460)  2026-02-06T15:00Z 11.8K followers, 16.7K engagements


"@advisors_abcz They offer more to other space companies than SpaceX πŸ‘€ $RKLB is the worlds only hardware store for space. Im sure you can think of a hardware store near you. Maybe it belongs to a chain maybe its just a family run business. Hardware stores are ubiquitous. You can find them everywhere. But a hardware store for specialized https://t.co/itsO3J6UMO $RKLB is the worlds only hardware store for space. Im sure you can think of a hardware store near you. Maybe it belongs to a chain maybe its just a family run business. Hardware stores are ubiquitous. You can find them everywhere. But a"  
[X Link](https://x.com/itschrisray/status/2019791919413395734)  2026-02-06T15:14Z 11.8K followers, [---] engagements


"$LMND Q4 earnings will be reported in less than [--] weeks. After the last two earnings calls the stock jumped 30%+ each time. Ill be on the edge of my seat for this one. πŸ‘€"  
[X Link](https://x.com/itschrisray/status/2019795863640350972)  2026-02-06T15:30Z 11.8K followers, [----] engagements


"This is exactly why I hold through volatility and just buy the dips as they come. If I panic sold at the bottom yesterday I wouldve cut myself off at the knees. Know what you own Your conviction will often save you. $RKLB $ONDS $LMND Not gonna lie its been BRUTAL out there this week. πŸ˜‚ Im down almost $100k in [--] days. But just to be clear: Im not selling a single share. This could all go to zero and Id still be holding. I dont trade in & out of my super high conviction names and have no doubt that https://t.co/VZgCBKKHIu Not gonna lie its been BRUTAL out there this week. πŸ˜‚ Im down almost"  
[X Link](https://x.com/itschrisray/status/2019809950407758148)  2026-02-06T16:26Z 11.9K followers, [----] engagements


"@DoWCTO @DeptofWar @DOWResponse I got the next one no worries"  
[X Link](https://x.com/itschrisray/status/2019861841493606506)  2026-02-06T19:52Z 11.9K followers, 33.6K engagements


"People spooked by market volatility this week but Im still out here waiting for Monday morning like"  
[X Link](https://x.com/itschrisray/status/2020233050643419138)  2026-02-07T20:27Z 11.9K followers, [----] engagements


"@boi_ozzy Betting on Ferraris that pull up to the starting line next to Honda civics isnt gambling"  
[X Link](https://x.com/itschrisray/status/2020517218421813605)  2026-02-08T15:16Z 11.8K followers, [---] engagements


"@jilasi24 Thanks Joe 🀝"  
[X Link](https://x.com/itschrisray/status/2020657849899344033)  2026-02-09T00:35Z 11.8K followers, [--] engagements


"@shai_wininger $LMND FSD insurance rolling out in Oregon in [--] days 😎"  
[X Link](https://x.com/itschrisray/status/2020832854851399770)  2026-02-09T12:11Z 11.9K followers, [----] engagements


"$ONDS climbs more than 5% this morning on news of a $30M contract win. Did you take advantage of the recent dip and buy in the single digits πŸ‘€"  
[X Link](https://x.com/itschrisray/status/2020872827033780707)  2026-02-09T14:50Z 11.9K followers, 11.3K engagements


"Best way to miss out on the biggest gains in the drone sector is to focus too much on companies with plenty of UAS platforms but no C-UAS platforms. $ONDS πŸ‘€"  
[X Link](https://x.com/itschrisray/status/2020991166846497207)  2026-02-09T22:40Z 11.9K followers, [----] engagements


"@shai_wininger @Lemonade_Inc @Tesla Autonomous Car is just the first of many futuristic insurance products $LMND will usher into the insurance industry"  
[X Link](https://x.com/itschrisray/status/2021166488963432586)  2026-02-10T10:16Z 11.9K followers, [----] engagements


"@StockStormX No this is the Anduril website πŸ˜‚"  
[X Link](https://x.com/itschrisray/status/2021244264982749442)  2026-02-10T15:26Z 11.9K followers, [---] engagements


"@StockSavvyShay As if $SNAP needed a reason to go even lower πŸ˜…"  
[X Link](https://x.com/itschrisray/status/2021254963708444919)  2026-02-10T16:08Z 11.9K followers, [---] engagements


"@asym_investor Be there in no time man πŸ‘"  
[X Link](https://x.com/itschrisray/status/2021301363934671084)  2026-02-10T19:12Z 11.9K followers, [---] engagements


"$RKLB experienced a catastrophic engine explosion for one of their new Archimedes engines during testing a few months back. While it sounds bad its actually a good thing. After confirming the engines can operate under nominal conditions theyre now being pushed to the limits - this is one of the final qualification steps in engine design. Sir Peter Beck: Right now we are in the part of the program where we are doing very nasty things to the engine like backing right off the suction pressure inducing cavitation and exploring outside the run box he said. These things can often lead to engines"  
[X Link](https://x.com/itschrisray/status/2021724525100982468)  2026-02-11T23:14Z 11.9K followers, [---] engagements


"Why does Return on Investment look absolutely MASSIVE in these photos It looks like you could land TWO Neutrons on this thing πŸ‘€ $RKLB"  
[X Link](https://x.com/itschrisray/status/1988328468359307356)  2025-11-11T19:30Z 11.9K followers, 13.4K engagements


"Check out $RKLB CEO @Peter_J_Beck talk about the importance of Neutron and why its been delayed as well as what the limits of Rocket Labs TAM are. Its really AI and Space as the two big opportunities for humanity as we step forward"  
[X Link](https://x.com/itschrisray/status/1988393355097829690)  2025-11-11T23:48Z 11.9K followers, 19.6K engagements


"A lot of micro cap names that were formerly only talked about in niche corners of FinX are now coming into the limelight. $OSS $LPTH $SKYT $KOPN Do you own any What else belongs on this list"  
[X Link](https://x.com/itschrisray/status/2011614446582710279)  2026-01-15T01:40Z 11.9K followers, 22K engagements


"Interesting implications for $TE πŸ€” While increased silver costs can shrink their profit margins high demand may allow them to raise prices without any significant impact to overall sales. According to Grok standard crystalline silicon PV technology (including TOPCon) overwhelmingly relies on silver-based conductive pastes for front-side metallization (grid lines/fingers) and often back contacts to collect and transport generated electrons. As the post below states solar companies are accelerating plans to switch from silver to copper where possible but were sort of expecting a copper"  
[X Link](https://x.com/itschrisray/status/2016698267682116000)  2026-01-29T02:21Z 11.9K followers, [----] engagements


"The moment youve all been waiting for πŸ₯ Every $ONDS product shown in an updated graphic (including those added as a result of yesterdays Rotron Aero acquisition). - Scout quadruped with robotic arm - EZAP all terrain RC vehicle - Spyder multi-mission ground robot - Golem Detector autonomous UXO finder - Smart Imaging Module - Digger D-250 RC demining platform - Iron Drone counter drone solution - NDAA-compliant fiber optic spools for drones - Optimus 1-EX automated UAV system - Software Defined Radio for Class [--] rail - MagArrow II UAS-enabled magnetometer - Rift Dynamics Wasp armed"  
[X Link](https://x.com/itschrisray/status/2018663476634255648)  2026-02-03T12:30Z 11.9K followers, 13.6K engagements


"$ONDS has been accepted into the DoWs Drone Dominance Program through a partnership with W.S. Darley & Co. The Wsp drone entry is already born of at least [--] different partnerships doesnt adding more partners erode margins for $ONDS Short answer: No not really. Gemini breaks this down very well. Please note that this cost structure is a rough estimate of what might be expected based on similar partnerships. The current cost structure is unknown at this time. So here it is: The Revenue & Cost Breakdown: A Partitioned Profit Model By utilizing a multi-partner approach for the Drone Dominance"  
[X Link](https://x.com/itschrisray/status/2019061696787046891)  2026-02-04T14:53Z 11.9K followers, [----] engagements


"$HIMS bulls still thinking the CEO is putting on a marketing master class or is it time to capitulate πŸ˜…"  
[X Link](https://x.com/itschrisray/status/2020838144200024159)  2026-02-09T12:32Z 11.9K followers, 11.1K engagements


"Pretty cool tech but also dont want our oceans looking like the pic below. πŸ˜… I understand the necessity for un-hackable drones but fiber optics leave behind an ecological disaster thats near impossible to clean on land let alone the ocean. While much of $ONDS contribution to the battlefield involves removing unexploded ordinance via their subsidiary 4M Defense Im fully aware $ONDS also makes & sells these fiber optic spools (though this is a very small portion of their overall sales). Hopefully theyll be able to create tech that aids in the removal of these fiber optic lines in the future"  
[X Link](https://x.com/itschrisray/status/2021205466026491978)  2026-02-10T12:51Z 11.9K followers, [----] engagements


"Instead of chasing the best name in a category after arriving to the thesis late Id rather just dabble in some secondary names in the same space. For example $RKLB is the clear winner for publicly traded space stocks imo. Others will say $ASTS. Both are pretty expensive right now. Instead of loading the boat on $RKLB which I wouldve recommended doing 1-2 years ago Id probably prefer to take smaller positions in names like $LUNR $VOYG or $PL if I was just arriving to the space sector now. Id look for the load the boat play elsewhere (where the opportunity to buy low still exists). I still own"  
[X Link](https://x.com/itschrisray/status/2021209208352362626)  2026-02-10T13:06Z 11.9K followers, 12.3K engagements


"@moninvestor The best way to get over volatility is to buy something you have super high conviction in that then tanks and keeps you underwater for a while. πŸ˜‚ My $RKLB position was [---] to -70% for 12-18 months before eventually flipping positive. Volatility doesnt bother me anymore lol"  
[X Link](https://x.com/itschrisray/status/2021210257603621292)  2026-02-10T13:10Z 11.9K followers, [----] engagements


"Not a bull flag To my TA-uneducated eyes it looks like its doing exactly what it did October to November. I also cant help but think of TA as little more than astrology for stocks. πŸ˜… Im being a little facetious but I would never make long term investing decisions based on TA. Fundamentals win out in the long run. https://twitter.com/i/web/status/2021291324285018140 https://twitter.com/i/web/status/2021291324285018140"  
[X Link](https://x.com/itschrisray/status/2021291324285018140)  2026-02-10T18:33Z 11.9K followers, [----] engagements


"Not hearing an update on the original December statement of first purchase to be made in January doesnt concern me. Ton of moving parts and if it slid a few weeks doesnt affect anything in the long run. Not like the order is canceled now haha still gonna land a piece of the contract in Q1. https://twitter.com/i/web/status/2021295699405795609 https://twitter.com/i/web/status/2021295699405795609"  
[X Link](https://x.com/itschrisray/status/2021295699405795609)  2026-02-10T18:50Z 11.9K followers, [---] engagements


"Right I know that but if I genuinely think these are good prices based on fundamentals (and Im buying at these levels myself) why is saying as much a bad thing I could argue that your technical analysis could break at any point in time and all the while youve been telling people to wait to buy. Tomorrow the stock could in theory break out and investors would have missed some of the upside based on your recommendation. Its two different philosophies. As someone who holds ONDS as a long term position accumulating at $7 and $12 and $9 and $11 makes little difference to me as I see them all as"  
[X Link](https://x.com/itschrisray/status/2021298189228294331)  2026-02-10T19:00Z 11.9K followers, [---] engagements


"Work has OFFICIALLY begun between $RKLB and the Space Development Agency on T3TRK. This is the $800+ million contract awarded to Rocket Lab in December for [--] missile warning tracking and defense (MWTD) satellites in support of the Proliferated Warfighter Space Architecture. Big milestone for our Space Systems team βœ… Rocket Lab and @SemperCitiusSDA have officially kicked off work on Tracking Layer Tranche [--]. It was fantastic to get the teams together align on the mission and get ready to build the next generation of missile warning tracking https://t.co/FRk2vcRXNU Big milestone for our Space"  
[X Link](https://x.com/itschrisray/status/2021314928066408895)  2026-02-10T20:06Z 11.9K followers, 11.2K engagements


"Wonder whos making the reaction wheels for these satellites $RKLB πŸ‘€ The @FCC has approved Amazon's second-generation Leo system adding coverage + capacity to serve more customers around the world. Key features: ➑ Expands constellation to 7000+ satellites ➑ Adds support for V-band Ku-band frequencies ➑ Adds polar coverage extending Leo https://t.co/BVXVLbozJv The @FCC has approved Amazon's second-generation Leo system adding coverage + capacity to serve more customers around the world. Key features: ➑ Expands constellation to 7000+ satellites ➑ Adds support for V-band Ku-band frequencies ➑"  
[X Link](https://x.com/itschrisray/status/2021317563712467198)  2026-02-10T20:17Z 11.9K followers, [----] engagements


"@jrouldz @Stemulite23 That chart showing how temperate San Diego is throughout the year compared to Boston comes to mind"  
[X Link](https://x.com/itschrisray/status/2021399948236087406)  2026-02-11T01:44Z 11.9K followers, [---] engagements


"@luojix1 If only we knew"  
[X Link](https://x.com/itschrisray/status/2021648819721846816)  2026-02-11T18:13Z 11.9K followers, [---] engagements


"@Lui_Y0 @itsRobertBurns"  
[X Link](https://x.com/itschrisray/status/2021712230279245983)  2026-02-11T22:25Z 11.9K followers, [--] engagements


"Im a pretty simple dude and wish I understood macroeconomics trends better in times like these but having said that feels like a combination of things. Deleveraging (lot of margin in the markets right now) SaaSpocalypse (fears of AI wiping out a bunch of software companies and growth stock valuations have gotten pretty crazy in most cases (time to bring em back to earth)"  
[X Link](https://x.com/itschrisray/status/2021719871621320830)  2026-02-11T22:55Z 11.9K followers, [--] engagements


"@SharkChart @asym_investor @RKLBMan Very cool man I like it. Big fan of playing around with AI and building websites/apps. Nice work"  
[X Link](https://x.com/itschrisray/status/2021737999260684640)  2026-02-12T00:07Z 11.9K followers, [--] engagements


"@otium33 @Lemonade_Inc Yeah incredible. Seems like such a genuine guy and a true engineer. Always connecting with Lemonade customers on X with technical hiccups and helping to resolve them"  
[X Link](https://x.com/itschrisray/status/2021740240982184167)  2026-02-12T00:16Z 11.9K followers, [--] engagements


"Dont be sad that its over. Be happy that it happened. See you again soon. $RKLB πŸ₯Ή"  
[X Link](https://x.com/itschrisray/status/2019161892489687397)  2026-02-04T21:31Z 11.9K followers, 46.7K engagements


"Absolutely wild week. 🎒 Dropped $100k in [--] days but bounced back $39k today. Its a start πŸ˜… Added a little more $ONDS the last couple days too. $RKLB $ONDS $LMND"  
[X Link](https://x.com/itschrisray/status/2019941127579979941)  2026-02-07T01:07Z 11.9K followers, [----] engagements


"The only [--] companies in my portfolio: $RKLB (82.2%) - Majority of my account started buying in [----]. I see them as a critical space infrastructure company thats going to benefit massively from the modern space race we see just beginning now. Lots of love for this company. $ONDS (14.5%) - My next favorite. Very bullish on this company and their various revenue streams. The drone industry is exploding with opportunity plus not enough businesses are paying attention to C-UAS. $ONDS is. $LMND (3.4%) - A small position that I wish was bigger. I see $LMND being a huge disruptor in the massive $5T+"  
[X Link](https://x.com/itschrisray/status/2020217938846908787)  2026-02-07T19:27Z 11.9K followers, 19.5K engagements


"Gotta take analyst price targets with a grain of salt but I cant remember the last time I saw a stocks share price trading at nearly half the Wall Street analyst 1-year target consensus. $ONDS is currently trading at a crazy discount. Nearly 100% upside anticipated"  
[X Link](https://x.com/itschrisray/status/2020836467636150311)  2026-02-09T12:25Z 11.9K followers, [----] engagements


"Even after the recent flash crash Im still up $300k+ in the last [--] months. From $150k to $460k. I maintained a pretty concentrated portfolio during this time and have $RKLB and $ONDS to thank for the majority of the gains. Personal ATHs remain around $580k"  
[X Link](https://x.com/itschrisray/status/2021198689067483612)  2026-02-10T12:24Z 11.9K followers, 27.5K engagements


"Anduril actually entered the ocean AND space markets in the same year - [----]. Everyone is expecting $ONDS to acquire an AUV company soon but I wonder if theyd consider dipping their toes into the space sector sometime soon after πŸ€”"  
[X Link](https://x.com/itschrisray/status/2021218770325233933)  2026-02-10T13:44Z 11.9K followers, [----] engagements


"Lemonade is built specifically to survive this scenario while the legacy insurers fail. They have exceptionally low OpEx when excluding marketing spend and havent meaningfully increased headcount in years despite their ability to scale up. Lemonade WANTS the products and customers that hardly require any insurance. It means less payouts. Legacy insurers cant figure out whos more likely to file claims as well as Lemonade can. They will incur losses faster. https://twitter.com/i/web/status/2021626639755415933 https://twitter.com/i/web/status/2021626639755415933"  
[X Link](https://x.com/itschrisray/status/2021626639755415933)  2026-02-11T16:45Z 11.9K followers, [--] engagements


"@mattturck The TL;DR is that the latest paid versions of ChatGPT and Claude are REALLY good now. πŸ˜… I enjoyed the article though"  
[X Link](https://x.com/itschrisray/status/2021630776937521597)  2026-02-11T17:01Z 11.9K followers, [---] engagements


"@Atlas_Diary People out here upset at the world after making objectively poor decisions πŸ˜…"  
[X Link](https://x.com/itschrisray/status/2021638535443587544)  2026-02-11T17:32Z 11.9K followers, [---] engagements


"Space is hard. This is all the more evident as long-established space companies like ULA continue to have issues like the one seen this morning. It makes the fact that $RKLB hasnt had an in-flight anomaly in years all the more impressive. Tracking footage from this morning's launch of @ulalaunch's Vulcan rocket & the USSF-87 mission for @USSpaceForce - filmed from a perspective [---] miles to the west of SLC-41. SRM nozzle burn through plainly visible on the right-hand side of the vehicle protruding in the https://t.co/1oBpcRf3Ix Tracking footage from this morning's launch of @ulalaunch's"  
[X Link](https://x.com/itschrisray/status/2021945119503745333)  2026-02-12T13:50Z 11.9K followers, [----] engagements


"@RobertM80669830 I only just found it but seems promising"  
[X Link](https://x.com/itschrisray/status/2021979148223492143)  2026-02-12T16:06Z 11.9K followers, [--] engagements


"@SwetalP41290270 I agree. I just wish I had more cash to buy this dip 😭"  
[X Link](https://x.com/itschrisray/status/2021984857078083940)  2026-02-12T16:28Z 11.9K followers, [---] engagements


"I know I made the right move rolling $TE into $ONDS a few weeks ago - not because $TE is down & $ONDS isnt (theyre both down a bunch) - but because watching $TE plummet like this would make me feel like shit and watching $ONDS fall doesnt bother me at all. Conviction matters. Life when you only invest in what you understand. https://t.co/UTecFQlj0O Life when you only invest in what you understand. https://t.co/UTecFQlj0O"  
[X Link](https://x.com/itschrisray/status/2022021311351103911)  2026-02-12T18:53Z 11.9K followers, 16.1K engagements


"@DJstra Fortem might be the only viable competitor to $ONDS in terms of their C-UAS capabilities. Theres also plenty of money on the table still that $ONDS could get a piece of. C-UAS is a very new industry but demand is already high"  
[X Link](https://x.com/itschrisray/status/2022031132423073919)  2026-02-12T19:32Z 11.9K followers, [---] engagements


"@DJstra Not a lot of details right now besides multimillion dollar order"  
[X Link](https://x.com/itschrisray/status/2022036166384791867)  2026-02-12T19:52Z 11.9K followers, [--] engagements


"@Neurohr11 Thats a healthy buy 😀"  
[X Link](https://x.com/itschrisray/status/2022298580917067898)  2026-02-13T13:15Z 11.9K followers, [---] engagements


"🚨 $ONDS has secured a multimillion-dollar order for Iron Drone Raider systems by a European NATO country to protect civil infrastructure. This follows $16.8M in orders for Iron Drone Raider that were successfully deployed to secure major airports in the region. 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 international airport in a NATO"  
[X Link](https://x.com/itschrisray/status/2022308797646045568)  2026-02-13T13:56Z 11.9K followers, 27.4K engagements


"@k2__investment Expanding past airports is big πŸ‘€"  
[X Link](https://x.com/itschrisray/status/2022312863864443367)  2026-02-13T14:12Z 11.9K followers, [---] engagements


"@Adityapandeydev Saving this vid for $ONDS"  
[X Link](https://x.com/itschrisray/status/2022390251583664171)  2026-02-13T19:19Z 11.9K followers, [---] engagements


"If your portfolio is worth $50k and you own more than [--] stocks dont expect to grow your wealth quickly. I went from $10k to $500k+ in three years by concentrating in just a few names at a time. Note this is high risk and just my personal experience not financial advice"  
[X Link](https://x.com/itschrisray/status/2010693294280397130)  2026-01-12T12:40Z 11.9K followers, 971.6K engagements


"🚨 $ONDS partner Safe Pro Group to present patent AI demining tech in support of Ukraines reconstruction at the Society of American Military Engineers Kyiv Conference. An incredibly bullish headline for $ONDS. πŸ‘€ Safe Pro Group will present findings from an 18-month study that show productivity improvements exceeding 800% and the detection of more than 550% additional unexploded ordnance (UXO) and explosive remnants of war (ERW) per hectare compared to traditional survey methodologies. Safe Pro Selected to Present its Patent AI Demining Technology in Support of Ukraines Reconstruction at the"  
[X Link](https://x.com/itschrisray/status/2011450054922445204)  2026-01-14T14:47Z 11.9K followers, 10.4K engagements


"Amazing opportunities: $TE at $7.60 $ONDS at $12.20 $RKLB at $84.50 Not gonna last"  
[X Link](https://x.com/itschrisray/status/2014033521233326555)  2026-01-21T17:53Z 11.9K followers, 67.3K engagements


"As of yesterday Ive consolidated my entire portfolio down to just [--] stocks. $RKLB $ONDS and $LMND. This is the most concentrated Ive been in a while but my conviction has never been higher"  
[X Link](https://x.com/itschrisray/status/2018669714780700928)  2026-02-03T12:55Z 11.9K followers, 39.6K engagements


"In less than [--] hours $ONDS: πŸ”ΉAnnounced the acquisition of Rotron Aero πŸ”ΉSecured a new UAS contract for a governmental defense customer in the Asia-Pacific region. πŸ”ΉMade it into Phase I of the DoWs Drone Dominance Program Hard to believe people are still bearish. πŸ‘€"  
[X Link](https://x.com/itschrisray/status/2018847996129972702)  2026-02-04T00:44Z 11.9K followers, 48.9K engagements


"I may be down $50k today but Im still up $22k YTD +5% [--] month into the year is pretty awesome under typical market conditions. I take the crazy push to ATHs last month as a sign of where my portfolio wants to go. πŸ‘€ Well be back there soon enough. $RKLB $ONDS $LMND"  
[X Link](https://x.com/itschrisray/status/2019077970707525896)  2026-02-04T15:57Z 11.9K followers, [----] engagements


"Not a chart guy but dang almost like $ONDS is still bouncing around in this completely controlled and predictable channel. Almost time for it to break out higher"  
[X Link](https://x.com/itschrisray/status/2019082127694872861)  2026-02-04T16:14Z 11.9K followers, 21.8K engagements


"Lot of traders just became long term investors & community members this week. πŸ˜‚"  
[X Link](https://x.com/itschrisray/status/2019392013502976273)  2026-02-05T12:45Z 11.9K followers, [----] engagements


"People asking but what would you do all the time if you retired in your mid 30s Me:"  
[X Link](https://x.com/itschrisray/status/2021257787624268260)  2026-02-10T16:19Z 11.9K followers, [----] engagements


"$ONDS under $10 🀯 These discounted prices wont last πŸ‘€"  
[X Link](https://x.com/itschrisray/status/2021287381798879522)  2026-02-10T18:17Z 11.9K followers, 22.8K engagements


"Any business or individual that owns a $30k-$100k+ autonomous vehicle will want it insured for countless reasons. Especially if its still the law to insure vehicles. Humanoid robots and other high-cost assets will eventually need some level of insurance as well. Using an AI-powered ontology to accurately price these things (and avoid customers that will require high/frequent payouts) will help $LMND beat the competition. https://twitter.com/i/web/status/2021623803932213380 https://twitter.com/i/web/status/2021623803932213380"  
[X Link](https://x.com/itschrisray/status/2021623803932213380)  2026-02-11T16:34Z 11.9K followers, [---] engagements


"@SharkChart @RKLBMan Bro are you writing a thesis or building a new finance platform Looks amazing πŸ˜‚"  
[X Link](https://x.com/itschrisray/status/2021725257220944067)  2026-02-11T23:17Z 11.9K followers, [---] engagements


"@CoffeeStocksGuy"  
[X Link](https://x.com/itschrisray/status/2021947009583001705)  2026-02-12T13:58Z 11.9K followers, [---] engagements


"@dinosaurteef"  
[X Link](https://x.com/itschrisray/status/2021978339322605662)  2026-02-12T16:02Z 11.9K followers, [--] engagements


"Keeping a close eye on defense tech names $SPAI and $KOPN right now. U.S. micro cap companies that remind me of $OSS and $LPTH but havent seen the same recent surges upward. Theyre less attractive (lower margins or less revenue) but maybe more upside than downside here. πŸ€”"  
[X Link](https://x.com/itschrisray/status/2011811931993121126)  2026-01-15T14:45Z 11.9K followers, 24.8K engagements


"There are only a few casting companies in the world that make blades & vanes for turbines and theyre all massively backlogged Hmmmm πŸ€” $HWM"  
[X Link](https://x.com/itschrisray/status/2019857575458533604)  2026-02-06T19:35Z 11.9K followers, [----] engagements


"A lot of people are wondering whether or not Fridays gains will resume tomorrow or if stocks will continue following the broader weekly trend and sink even lower. Im prepared for either scenario. If $RKLB $ONDS or $LMND continue to climb then great. If they begin falling again Ill do what I can to add to the smaller positions and patiently wait for the return to new ATHs that I feel is inevitable with these names. If the short term volatility in your portfolio makes you uneasy ask yourself if anything about your stocks fundamentals have changed. Are these companies declining because their"  
[X Link](https://x.com/itschrisray/status/2020516778112061513)  2026-02-08T15:15Z 11.9K followers, [----] engagements


"U.S. pilots see unauthorized drone activity on a weekly basis. Where are the C-UAS measures πŸ€” $ONDS @itschrisray I fly for a living and I cant tell you how many times I see a NOTAM for Unauthorized drone activity XXNM of the airportetc happens all the time @itschrisray I fly for a living and I cant tell you how many times I see a NOTAM for Unauthorized drone activity XXNM of the airportetc happens all the time"  
[X Link](https://x.com/itschrisray/status/2021598395798814728)  2026-02-11T14:53Z 11.9K followers, [----] engagements


"$LMND is down almost 7% today. People dont seem to understand that Lemonade gets STRONGER as AI improves. Instead of being a victim of the SaaSpocalypse Lemonade will be one of the early winners in AI application layer of the future. A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI. A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI"  
[X Link](https://x.com/itschrisray/status/2021619435274932513)  2026-02-11T16:16Z 11.9K followers, 16.5K engagements


"@Futurenvesting Like every business that has a Shopify store is going to suddenly decide they can vibe code a better e-commerce platform for themselves πŸ˜‚"  
[X Link](https://x.com/itschrisray/status/2021631690280726673)  2026-02-11T17:05Z 11.9K followers, [---] engagements


"More than just a drone company $ONDS The Vision: Building the next generation of integrated Defense and Security autonomy. Delivering autonomous unmanned and connected systems that power mission-critical operations worldwide. Building the infrastructure of resilience and intelligence that governments and industries trust to protect and perform. Targeting dual-use markets across defense homeland security public safety and critical infrastructure. https://twitter.com/i/web/status/2021634997682155922 https://twitter.com/i/web/status/2021634997682155922"  
[X Link](https://x.com/itschrisray/status/2021634997682155922)  2026-02-11T17:18Z 11.9K followers, [----] engagements


"Ive got a very clear memory of being annoyed I added more $RKLB at $4.50 because it dropped to $4.20 later that day. Hilarious πŸ˜‚"  
[X Link](https://x.com/itschrisray/status/2021647037880840528)  2026-02-11T18:06Z 11.9K followers, 38.6K engagements


"How many shares of $ONDS do you own [----] 1000-4999 25000+ 5000-24999 [----] 1000-4999 25000+ 5000-24999"  
[X Link](https://x.com/itschrisray/status/2021923516611015049)  2026-02-12T12:25Z 11.9K followers, [----] engagements


"$LMND continues to be unjustly pummeled even as business fundamentals improve. The broader market downtrend is presenting a fantastic buying opportunity imo. If stocks reverse higher by the time $LMND reports earnings next week I wouldnt be surprised if we saw another +30% move like we did after the last two quarterly earnings reports. NFA https://twitter.com/i/web/status/2021977839927533721 https://twitter.com/i/web/status/2021977839927533721"  
[X Link](https://x.com/itschrisray/status/2021977839927533721)  2026-02-12T16:00Z 11.9K followers, [----] engagements


"$TE back under $6 🀯 Is this company REALLY only worth $1.25B πŸ€”"  
[X Link](https://x.com/itschrisray/status/2021984402994344230)  2026-02-12T16:27Z 11.9K followers, 27.4K engagements


"@asym_investor Literally always ahead of the curve haha"  
[X Link](https://x.com/itschrisray/status/2022061953137696995)  2026-02-12T21:35Z 11.9K followers, [---] engagements


"$RKLB continues to successfully diversify their business. We see this most recently with the acceleration of their HASTE launches for military customers. $RKLB is set to launch another Pentagon hypersonic test on its HASTE rocket as early as late February. This will be Rocket Labs fourth hypersonic launch in under six months showing it is becoming a go to launch partner for the U.S. militarys next generation weapons testing. https://t.co/TDxWdJLrfi $RKLB is set to launch another Pentagon hypersonic test on its HASTE rocket as early as late February. This will be Rocket Labs fourth hypersonic"  
[X Link](https://x.com/itschrisray/status/2022068272943050775)  2026-02-12T22:00Z 11.9K followers, [----] engagements


"@OndasHoldings"  
[X Link](https://x.com/itschrisray/status/2022308882639397300)  2026-02-13T13:56Z 11.9K followers, [----] engagements


"πŸ—“ Reminder that U.S. markets are closed this upcoming Monday Feb 16th for Presidents Day. Check out how many trading days are left this year as well as upcoming market holidays & early closures on 😎 http://HowManyTradingDays.com http://HowManyTradingDays.com"  
[X Link](https://x.com/itschrisray/status/2022401581862523164)  2026-02-13T20:04Z 11.9K followers, [---] engagements


"Id only use the term generational to define opportunities in the market that Im confident will allow me to 10x my money. $RKLB has been one of those companies for me and will forever remain a cornerstone of my portfolio. I believe $ONDS & $LMND present 10x opportunities from my averages as well - from about $7 to $70 for $ONDS and $50 to $500 for $LMND. Timelines will vary but hitting these targets by [----] wouldnt surprise me. Still lots of room to run for these two companies. NFA DYOR https://twitter.com/i/web/status/2018325719680467110 https://twitter.com/i/web/status/2018325719680467110"  
[X Link](https://x.com/itschrisray/status/2018325719680467110)  2026-02-02T14:08Z 11.9K followers, 21.1K engagements


"$ONDS is starting to look a lot like Anduril with the recent Rotron acquisition. πŸ‘€ (Left: Anduril right: Ondas)"  
[X Link](https://x.com/itschrisray/status/2018692104784933126)  2026-02-03T14:24Z 11.9K followers, 34.8K engagements


"Damn my portfolio ended up crushing today. Up almost $41k 🀯 Lots of choppiness to start but $RKLB $ONDS and $LMND all pulled through in the end. +9% days are even sweeter when most of the major indices are down. 😏"  
[X Link](https://x.com/itschrisray/status/2018793468898992562)  2026-02-03T21:07Z 11.9K followers, 29.7K engagements


"🚨 In a shocking turn of events $ONDS HAS made the cut for Phase I of the DoWs Drone Dominance Program. This was done by partnering with Darley & Co a U.S. based manufacturer offering trusted solutions for First Responders and Warfighters. Their website shows theyve worked with companies like Red Cat Performance Drone Works and others in the past. https://www.darley.com/what-we-provide/uncrewed-systems/ 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"  
[X Link](https://x.com/itschrisray/status/2018823626037105000)  2026-02-03T23:07Z 11.9K followers, 21.1K engagements


"Aaaaand right back down πŸ˜‚ Only thing that upsets me is not having enough cash to really load up here. $LMND $ONDS $RKLB Damn my portfolio ended up crushing today. Up almost $41k 🀯 Lots of choppiness to start but $RKLB $ONDS and $LMND all pulled through in the end. +9% days are even sweeter when most of the major indices are down. 😏 https://t.co/suGoSjdMHL Damn my portfolio ended up crushing today. Up almost $41k 🀯 Lots of choppiness to start but $RKLB $ONDS and $LMND all pulled through in the end. +9% days are even sweeter when most of the major indices are down. 😏 https://t.co/suGoSjdMHL"  
[X Link](https://x.com/itschrisray/status/2019068529027240296)  2026-02-04T15:20Z 11.9K followers, 19.7K engagements


"$ONDS on sale for less than $10 🀯 Picked up another [--] shares"  
[X Link](https://x.com/itschrisray/status/2019073411352256969)  2026-02-04T15:39Z 11.9K followers, [----] engagements


"Bought another [--] shares of $ONDS. Sold another [--] $RKLB $100 calls dated March 6th. Collected a $546 premium. 😎 Sold another [--] $RKLB $100 calls dated March 6th. Collected a $546 premium. 😎"  
[X Link](https://x.com/itschrisray/status/2019789083841569224)  2026-02-06T15:03Z 11.9K followers, [----] engagements


"$RKLB at $71 is still a great price $LMND at $73 is still a great price $ONDS at $9.50 is still a great price"  
[X Link](https://x.com/itschrisray/status/2019813778167329212)  2026-02-06T16:41Z 11.9K followers, [----] engagements


"Always funny when people see how much of my portfolio is concentrated in $RKLB and call it gambling. Sir any gamble I mightve taken is far in the past. Im currently up over 650%. Even if those returns got cut in half Id be beating the S&Ps average returns by decades. This position was entered into long long ago and is only so large due to its success. Even before Electron flew 80+ times Space Systems was as successful as its become and Neutron was announced I still didnt view $RKLB as a gamble. Building a $48k position around a $9.57/share cost basis never felt risky to me. @itschrisray This"  
[X Link](https://x.com/itschrisray/status/2020535183246512403)  2026-02-08T16:28Z 11.9K followers, 11.5K engagements


"Watching people build a portfolio in [----] without any space or defense stocks:"  
[X Link](https://x.com/itschrisray/status/2020989904092790851)  2026-02-09T22:35Z 11.9K followers, 49.8K engagements


"@ryansfinance $ONDS without a doubt. Personally dont love $RDW. $RKLB is the highest quality but a little pricey rn. Would take a closer look at $PL $LUNR or $VOYG. NFA"  
[X Link](https://x.com/itschrisray/status/2020991773716123926)  2026-02-09T22:42Z 11.9K followers, [---] engagements


"$LMND Autonomous Car insurance continues to expand across the country. Drivers in Oregon can now get 50% off their Tesla FSD-driven miles. And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none."  
[X Link](https://x.com/itschrisray/status/2021166190631030815)  2026-02-10T10:15Z 11.9K followers, [----] engagements


"@pulga77la $RKLB $9.57 $ONDS $7.93 $LMND $54.15"  
[X Link](https://x.com/itschrisray/status/2021213903472996638)  2026-02-10T13:25Z 11.9K followers, [---] engagements


"Seems obvious to me that $ONDS will AT LEAST double from here. Whether that takes [--] months or [--] months I can care less. Im loading up. Not financial advice just my own thoughts"  
[X Link](https://x.com/itschrisray/status/2021259485751160986)  2026-02-10T16:26Z 11.9K followers, 16.6K engagements


"For clarity (if Ive not been clear already) I consider myself a long term investor. At any given time 95% of my portfolio is typically allocated towards long term positions. Right now its 100% long term holds. Im long $RKLB $ONDS and $LMND. This means Im totally content to stomach short term volatility associated with these names. It also means that if Im adding to any of these positions price swings of a dollar or two (or five) make little difference to me because ultimately I see each of these stocks headed much higher in the long run. I dont buy on margin I dont hyper-analyze short term"  
[X Link](https://x.com/itschrisray/status/2021574063710167397)  2026-02-11T13:16Z 11.9K followers, [----] engagements


"Sounds like the U.S. Southern border needs some help from $ONDS. πŸ‘€ Mexican cartel drones entered U.S. airspace and the Pentagon acted to neutralize them a U.S. administration official told Reuters. Mexican cartel drones entered U.S. airspace and the Pentagon acted to neutralize them a U.S. administration official told Reuters"  
[X Link](https://x.com/itschrisray/status/2021597079382929426)  2026-02-11T14:47Z 11.9K followers, 13.1K engagements


"The shutdown is due to counter-drone operations that utilize experimental technology The U.S. government DOES know that $ONDS offers proven C-UAS tech that doesnt disrupt air traffic or authorized drones right Todays Temporary Flight Restriction (TFR) issued by the Federal Aviation Administration (FAA) for the next ten days over El Paso is reportedly due to counter-drone operations by the U.S. Armed Forces targeting the cartels in Mexico utilizing experimental technologies from Biggs https://t.co/mcPSKiGGSP Todays Temporary Flight Restriction (TFR) issued by the Federal Aviation"  
[X Link](https://x.com/itschrisray/status/2021600097012707462)  2026-02-11T14:59Z 11.9K followers, [----] engagements


"Ive personally started buying $ONDS again as soon as it dipped back under $12. I havent added in the past week because I have no cash but I would absolutely load up here if I could haha. This is obviously a personal risk/reward preference. Some people may claim the share price is going to fall more but who knows. I just know I like $9/share and Im happy to pay it. I anticipate $75/share in [----] so idgaf about $7 vs $11. Thats just me though and Im a nobody Not financial advice Haha https://twitter.com/i/web/status/2021637657181237327 https://twitter.com/i/web/status/2021637657181237327"  
[X Link](https://x.com/itschrisray/status/2021637657181237327)  2026-02-11T17:29Z 11.9K followers, [---] engagements


"Ive yet to listen to an interview with one of the $LMND founders that didnt make me feel insanely bullish about the companys future. A lot of people still dont get whats happening at @Lemonade_Inc. πŸ‘€ Here's a breakdown from Shai's new $LMND interview on their three stages to becoming a fully autonomous organization and where they currently are. Level 1: Self Healing (Current Stage of Business) This level focuses on maintenance and reliability. Agents monitor analytics and Here's a breakdown from Shai's new $LMND interview on their three stages to becoming a fully autonomous organization and"  
[X Link](https://x.com/itschrisray/status/2021735413384163386)  2026-02-11T23:57Z 11.9K followers, [----] engagements


"@SciGuySpace Language around MTO in the bill that became law seems to skew heavy in Rocket Labs favor. Entertaining other bids or awarding a different vendor would seem to go against the language there. Im sure politics will find a reason it needs to be loosened to become more fair"  
[X Link](https://x.com/itschrisray/status/2021777562234429457)  2026-02-12T02:45Z 11.9K followers, [---] engagements


"My $LMND posts typically get almost no engagement but this one got 8k impressions and 60+ likes. Maybe people are finally starting to notice this companys potential. πŸ€” $LMND is down almost 7% today. People dont seem to understand that Lemonade gets STRONGER as AI improves. Instead of being a victim of the SaaSpocalypse Lemonade will be one of the early winners in AI application layer of the future. https://t.co/DLxlnOjQla $LMND is down almost 7% today. People dont seem to understand that Lemonade gets STRONGER as AI improves. Instead of being a victim of the SaaSpocalypse Lemonade will be"  
[X Link](https://x.com/itschrisray/status/2021917325423698156)  2026-02-12T12:00Z 11.9K followers, [----] engagements


"$HWM is up almost 10% today while nearly every other stock is down or flat. πŸ‘€ Dont own this but looked into it after I heard Elon talking about the turbine blades & vanes bottleneck. There are only a few casting companies in the world that make blades & vanes for turbines and theyre all massively backlogged Hmmmm πŸ€” $HWM https://t.co/H8BLCA3itT There are only a few casting companies in the world that make blades & vanes for turbines and theyre all massively backlogged Hmmmm πŸ€” $HWM https://t.co/H8BLCA3itT"  
[X Link](https://x.com/itschrisray/status/2021974406424035591)  2026-02-12T15:47Z 11.9K followers, [----] engagements


"*checks portfolio on a random Thursday in February*"  
[X Link](https://x.com/itschrisray/status/2021982686018203706)  2026-02-12T16:20Z 11.9K followers, 54.8K engagements


"Todays been an absolute bloodbath so far but dare I say $ONDS is actually holding up OKAY at only -4% πŸ‘€"  
[X Link](https://x.com/itschrisray/status/2021987008223248794)  2026-02-12T16:37Z 11.9K followers, 13.3K engagements


"Portfolio check: $LMND $ONDS $RKLB"  
[X Link](https://x.com/itschrisray/status/2021989627700425051)  2026-02-12T16:47Z 11.9K followers, 15.5K engagements


"Just made a couple small buys: [--] more shares of $ONDS [--] more shares of $LMND 🫑"  
[X Link](https://x.com/itschrisray/status/2022011208367583509)  2026-02-12T18:13Z 11.9K followers, [----] engagements


"🚨 Fortem Technologies has won a multimillion-dollar order from the DHS to secure [----] FIFA World Cup matches in all [--] host cities from unauthorized drones. They plan to use UAS systems that fire ballistic nets like the $ONDS Iron Drone Raider as well as other signal jamming equipment. While this seems bad for $ONDS theres still plenty of money on the table for additional C-UAS services associated with this event. The contract is part of a larger DHS order for counter-drone tech to protect American airspace. DHS said last month it would finalize a $115 million investment in counter-drone"  
[X Link](https://x.com/itschrisray/status/2022025398146535620)  2026-02-12T19:09Z 11.9K followers, 47.3K engagements


"πŸ’‘Startup idea: A trading app that lets you disable the Sell button for days/weeks at a time. πŸ™‚"  
[X Link](https://x.com/itschrisray/status/2022027618426794195)  2026-02-12T19:18Z 11.9K followers, [----] engagements


"🚨 The Defence Ministers of [--] European countries signed a letter of intent today with big implications for $ONDS. The LOI known as the European Long-range Strike Approach (ELSA) aims to formalize their commitment to develop mechanisms for long-range one-way effectors in order to harmonize and accelerate the development procurement of these capabilities across Europe. Long range attack capabilities are to exceed 500km. $ONDS just acquired UK-based Rotron Aero maker of one-way effectors like Stratos that have a range greater than 1200km. Once again @CeoOndas & team are [--] steps ahead. πŸ‘€"  
[X Link](https://x.com/itschrisray/status/2022060396786380861)  2026-02-12T21:29Z 11.9K followers, 11.9K engagements


"Cant help but feel that well look back on this dip (and the previous one) and ask why we didnt add more here. How many more opportunities like this can we realistically expect NFA DYOR $ONDS"  
[X Link](https://x.com/itschrisray/status/2022295778077634875)  2026-02-13T13:04Z 11.9K followers, [----] engagements


"A return to recent highs for my positions yields: $RKLB: $66 ➑ $100 (+52%) $LMND: $62 ➑ $100 (+61%) $ONDS: $9 ➑ $15 (+67%)"  
[X Link](https://x.com/itschrisray/status/2022312605117726997)  2026-02-13T14:11Z 11.9K followers, [----] engagements


"While my portfolio is down 30% from ATHs all my positions are still in the green. Grateful for these average costs πŸ™Œ Also still adding to $ONDS & $LMND. πŸ‘€ $RKLB $ONDS $LMND"  
[X Link](https://x.com/itschrisray/status/2022393800065454502)  2026-02-13T19:33Z 11.9K followers, [----] engagements


""Not buying $ONDS until I see more orders" Let's take a look at the last few months. Nov [--] [----] Ondas Secures $8.2 Million Order from Major European Security Agency to Protect One of Europe's Largest Airports with Multiple Iron Drone Raider Systems Dec [--] [----] Ondas Secures Additional $8.2 Million Counter-UAS Order: Its Second in the Past Two Weeks to Protect Another Major European International Airport Dec [--] [----] Ondas Wins Strategic Government Tender to Develop and Deploy Autonomous Border-Protection System with Thousands of Drones Dec [--] [----] Ondas Secures $10 Million in New Autonomous"  
[X Link](https://x.com/itschrisray/status/2022410391888998486)  2026-02-13T20:39Z 11.9K followers, [----] engagements


"@itsrapha83 Humans really saw this and then chose to live in Boston in the wintertime (me 🀑)"  
[X Link](https://x.com/itschrisray/status/2022421976531505532)  2026-02-13T21:25Z 11.9K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@itschrisray Avatar @itschrisray Chris Ray

Rocket Lab ($rklb) is experiencing a market pullback, with its stock price dropping, but investors are viewing this as a buying opportunity due to the company's strong fundamentals and potential for growth. The company has been making significant progress, including launching multiple rockets and working towards sending spacecraft to Mars. Despite short-term fluctuations, investors are confident in $rklb's long-term prospects.

Engagements: [-------] #

Engagements Line Chart

  • [--] Week [-------] -18%
  • [--] Month [---------] +8.10%
  • [--] Months [----------] +2,043%
  • [--] Year [----------] +660,625%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [---] +3.70%
  • [--] Month [---] +40%
  • [--] Months [-----] +515%
  • [--] Year [-----] +39,500%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +1.50%
  • [--] Month [------] +33%
  • [--] Months [------] +1,349%
  • [--] Year [------] +37,069%

CreatorRank: [------] #

CreatorRank Line Chart

Social Influence

Social category influence finance #3658 stocks #4385 automotive brands 2.54% cryptocurrencies 2.03% technology brands 2.03% countries 1.52% celebrities 0.51%

Social topic influence $onds #5, $rklb #4, $lmnd #3, in the 12.18%, stocks #1716, $te #4, business #2624, ai 4.06%, insurance #392, more than 3.55%

Top accounts mentioned or mentioned by @blackpanthercap @rklbman @sharkchart @stockstormx @asym_investor @asyminvestor @lemonadeinc @djstra @stupkastanislav @ausginsif @remotenavigator @tesla @amitisinvesting @taylorfinc40580 @swetalp41290270 @neurohr11 @dinosaurteef @ryansfinance @dasteeringwheel @spykex02

Top assets mentioned Ondas Holdings Inc. Common Stock (ONDS) Rocket Lab USA, Inc. Common Stock (RKLB) Lemonade, Inc. (LMND) Voyager Technologies, Inc. (VOYG) Tesla, Inc. (TSLA) Howmet Aerospace Inc (HWM) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Redwire Corporation (RDW) Planet Labs PBC (PL) Intuitive Machines, Inc. (LUNR) Unusual Machines, Inc (UMAC) PancakeSwap (CAKE) Chipotle Mexican Grill, Inc. (CMG) Yum! Brands, Inc. (YUM) McDonald's Corp (MCD) Firefly Aerospace (FLY) SATS (Ordinals) (SATS) Fluidity (FLY) Eos Energy Enterprises, Inc. (EOSE) Legence Corp (LGN) Ormat Technologies, Inc. (ORA) Palantir Technologies Inc. (PLTR) MP Materials Corp. (MP)

Top Social Posts

Top posts by engagements in the last [--] hours

"Food stocks UP everything else DOWN. $YUM $CAKE $CMG $MCD"
X Link 2025-12-17T20:20Z 11.9K followers, [----] engagements

"Ive been seeing people post some completely NON-space sector stocks and claiming theyre part of the space economy. If you want to research some ACTUAL space stocks these are the only ones that matter: $RKLB Rocket Lab $ASTS AST SpaceMobile $LUNR Intuitive Machines $SATS Echostar $RDW Redwire Corp $FLY Firefly Aerospace $PL Planet Labs Less popular: $SPCE Virgin Galactic $VOYG Voyager Technologies $TSAT Telesat Space-adjacent/Defense: $KTOS Kratos Defense $LMT Lockheed Martin $NOC Northrop Grumman $LHX L3 Harris $BA Boeing Cant think of any others but feel Free to recommend some below. The"
X Link 2025-12-22T22:22Z 11.8K followers, 19.4K engagements

"Everyone (including me): Whats a ticker for a company thats: - founder led - got zero debt - under $5B market cap - potential to 10x or more - diverse revenue streams - growth is not priced in yet - durable (not a short-term fad) - transparent with active social media/IR - got revenue w/ clear path to profitability https://twitter.com/i/web/status/2008523636596936748 https://twitter.com/i/web/status/2008523636596936748"
X Link 2026-01-06T12:58Z 11.9K followers, 25.6K engagements

"Whats your highest conviction stock right now Summarize what they do in a sentence. Consider tagging an X account that does a good job covering them"
X Link 2026-01-09T15:00Z 11.8K followers, 18.4K engagements

"Potential new positions Im considering: Popular stock: $EOSE Unpopular stock: $OSS"
X Link 2026-01-11T16:52Z 11.9K followers, 44.3K engagements

"@pepemoonboy $LGN"
X Link 2026-01-13T03:00Z 11.9K followers, 15.7K engagements

"Consider giving @asym_investor a follow. Hes a newer investor but does a great job covering names in the energy space and defense sectors. Some names like $ORA Ive never heard of. Great opportunity to follow someones investing journey from the beginning. 🚨 $ORA signs 20-year PPA with Switch for 13MW geothermal power to fuel Nevada data centers. - From Salt Wells plant (upgrade finishing Q2 2026) - Deliveries start Q1 [----] - Option to add 7MW solar - Ormat's first direct data center PPA Clean reliable baseload energy for the 🚨 $ORA signs 20-year PPA with Switch for 13MW geothermal power to"
X Link 2026-01-13T13:42Z 11.7K followers, [----] engagements

"Thrilled to be followed by the esteemed CEO of $VOYG @dylan Voyager Technologies is a defense/space company that recently IPOd last summer. Hasnt been on my radar too much but Ill be paying closer attention now. The tickers on my watchlist"
X Link 2026-01-16T19:48Z 11.9K followers, [----] engagements

"I dont see a scenario where $RKLB isnt $200+ and $ONDS isnt $75+ one day. Thats why I sleep well at night and dont try to time selling local tops and buying local bottoms. I just buy and hold"
X Link 2026-01-22T20:32Z 11.8K followers, 37.3K engagements

"Hard to look at these images and be like yeah $TE deserves to stay under $2B. Sometimes vibe investing is all you need. πŸ˜‚"
X Link 2026-01-23T14:33Z 11.7K followers, 68.1K engagements

"Portfolio is getting SLIGHTLY less concentrated. Wouldnt mind $ONDS $LMND and $TE growing to be larger percentages of the account. $RKLB is just such a beast its hard for them to catchup. πŸ˜…"
X Link 2026-01-23T21:34Z 11.7K followers, 13.8K engagements

"If $BAER is a good stock to buy during bad wildfire years whats a good stock to buy during a bad blizzard/snowy year Asking for a friend πŸ˜…πŸ₯Ά"
X Link 2026-01-24T15:25Z 11.8K followers, [----] engagements

"$LMND making a push to break $100 feels a lot like the lead-up to $RKLB breaking $10 in [----]. We know what happened after that"
X Link 2026-01-25T13:04Z 11.8K followers, [----] engagements

"Really great read that explains why having Trina heritage & support in its early days will allow $TE to dominate as a fully U.S. owned & operated business in the future. I somehow must have missed this last week due to the short report drama. https://www.solarpowerworldonline.com/2026/01/why-solar-cell-manufacturing-is-so-difficult-for-the-united-states/ https://www.solarpowerworldonline.com/2026/01/why-solar-cell-manufacturing-is-so-difficult-for-the-united-states/"
X Link 2026-01-25T19:28Z 11.8K followers, 10.4K engagements

"Being an AI-native insurance platform allows $LMND to move quickly deploying new products in weeks/months instead of years. Today $LMND announces their new Autonomous Car Insurance is live in AZ. Legacy insurers will have to figure out how to compete or theyll be left behind. .@Lemonade_Inc Autonomous Car for @Tesla FSD is now live in AZ. Reminder: 50% off on FSD-driven miles https://t.co/q0UOjWNNgk .@Lemonade_Inc Autonomous Car for @Tesla FSD is now live in AZ. Reminder: 50% off on FSD-driven miles https://t.co/q0UOjWNNgk"
X Link 2026-01-26T13:29Z 11.8K followers, [----] engagements

"To everyone that has asked me if its too late to buy names like $RKLB $LMND or especially $ONDS days like today make my answer easy. No. Its not too late. Personally I think $ONDS in the mid $11s is a great deal. πŸ‘€ NFA DYOR"
X Link 2026-01-26T15:38Z 11.9K followers, 25.6K engagements

"Small cap drone stocks getting HAMMERED today. Getting hit across the board no one news story unique to any one of them causing the decline. $ONDS holding up pretty well when you see the others - $UMAC $RCAT $DPRO Nice discounts today for those looking to buy"
X Link 2026-01-26T15:50Z 11.8K followers, 32.3K engagements

"@Sahinevciman I exited due to higher conviction in $TE and $LMND"
X Link 2026-01-26T23:13Z 11.7K followers, [---] engagements

"$RKLB will report Q4 [----] & Full Year earnings in about [--] month: Thursday February [--] [----] following the close of U.S. markets. A conference call will follow at 5pm ET"
X Link 2026-01-27T13:40Z 11.7K followers, [----] engagements

"@amitisinvesting Continues to be a sector I have zero interest in - along with health tech biotech etc"
X Link 2026-01-27T17:35Z 11.7K followers, [----] engagements

"This is exactly how you want a CEO to respond to criticism. Adding some clarity and taking responsibility. I dont own any $VOYG but interactions like these definitely impact how I invest my money. Nicely done here. @RKLBMan @JungleStocks The short answer is the ad is real. The longer answer is there were a series of ads ran last year mostly focused on the company's capabilities Starlab etc. I think there were six ads in total or something like that. The Palantir ad was one of them. It was a stupid ad and @RKLBMan @JungleStocks The short answer is the ad is real. The longer answer is there"
X Link 2026-01-27T19:14Z 11.8K followers, [----] engagements

"🚨 The Optimus 1-EX drone made by $ONDS subsidiary American Robotics just made the Blue UAS Cleared list. Why is this important Drones on the Blue UAS Cleared List are approved for the evolving mission needs of DoW users. These drones are compliant with current law and policy validated as cyber-secure and are available for DoW purchase and operation. It means these UAS platforms have been FULLY vetted and can be purchased and operated for even the most stringent DoW programs. This is a big step forward in validating $ONDS tech. Huge win. Credit to @BMSInvests and @ive_m5 who shared it first."
X Link 2026-01-28T13:43Z 11.8K followers, [----] engagements

"Buying $ONDS at $11 seems like a total pipe dream now. Hope all those interested were able to buy the dip"
X Link 2026-01-28T14:10Z 11.8K followers, 35.1K engagements

"Hot take (and not financial advice): Putting 90% of your liquid net worth into a single stock that youve properly researched isnt risky if: - your due diligence was comprehensive - youve got a job that covers all your bills - youre in your 20s or 30s - you dont have kids"
X Link 2026-01-28T19:18Z 11.8K followers, 18K engagements

"Super low volume day for $RKLB. Check out this chart (gross). Only 16M shares traded versus the average 24M shares. Still happy to see +1.8%"
X Link 2026-01-28T21:05Z 11.8K followers, [----] engagements

"Personally I just see Ondas business mushrooming upwards and outwards to touch many industries. Theyre effectively becoming Anduril but with foreign-sourced talent and businesses. Theyve also got a bankroll no one else in the industry can compete with and I think much of the world is ignoring the talent in Eastern Europe and Israel which has allowed $ONDS to really capitalize on it. Im a big believer in just leaning into positions you already have an undying conviction in. If you had a confidence score for every stock you were interested in buying the only reason not to put all your money"
X Link 2026-01-28T21:15Z 11.8K followers, [---] engagements

"My portfolio turned [--] years old this week πŸ₯³ That means Fidelity now shows me 5-year data. +375% 5-year cumulative pre-tax return"
X Link 2026-01-29T12:32Z 11.8K followers, [----] engagements

"Just added [--] shares of $ONDS. Current share count: 5075"
X Link 2026-01-29T15:03Z 11.9K followers, 15.3K engagements

"$PLTR is now down 5% from where it was [--] months ago. Anyone buying here πŸ€”"
X Link 2026-01-29T15:35Z 11.8K followers, 22.3K engagements

"These $ONDS prices are too tempting right now. I was content with my position when the stock was trading around $14 but Im starting to nibble again. Im more bullish than ever on this company"
X Link 2026-01-29T15:43Z 11.7K followers, 25.2K engagements

"$MP and $UAMY X accounts going at each other today. Whats next πŸ˜‚ πŸΏπŸ‘€ My guys Im all for piling on Reuters and I know $MP smacks but next time give the statement a light remix. Directors cut not the theatrical release. My guys Im all for piling on Reuters and I know $MP smacks but next time give the statement a light remix. Directors cut not the theatrical release"
X Link 2026-01-29T15:50Z 11.8K followers, [----] engagements

"Kinda crazy but [--] years into active investing I just sold an options contract for the first time. πŸ˜… Been considering it for a while now but Ive decided Id like to sell 10% of my $RKLB position and move the cash into some other opportunities that I believe have more growth potential in the near term. Thing is I dont want to sell $RKLB at current prices. Im not in a rush and would prefer to sell the 10% at $100/share. So I sold (5) covered calls dated Feb 6th at a $100 strike price and collected a $411 premium. If $RKLB doesnt hit $100 the option expires worthless and I keep the $411 premium I"
X Link 2026-01-29T18:42Z 11.7K followers, 11K engagements

"I always catch myself saying things like: Im gonna wait until $ONDS drops to $11 to buy more $11.45 is too expensive. But then I realize my EOY price target is $25 so wtf am I really fussing about πŸ˜‚"
X Link 2026-01-29T20:19Z 11.8K followers, 18.5K engagements

"πŸ“£ You can now buy $ONDS under $11 πŸ‘€"
X Link 2026-01-30T15:57Z 11.8K followers, 14.8K engagements

"Markets dumping today. Lets do a midday check-in on the small cap drone stocks: $ONDS -5.13% $DPRO -8.25% $UMAC -8.99% $RCAT -10.85% $ONDS is holding up pretty well 😏"
X Link 2026-01-30T16:37Z 11.8K followers, [----] engagements

"Id happily buy more $TE under $9 $ONDS under $12 $LMND under $90"
X Link 2026-01-30T17:30Z 11.9K followers, [----] engagements

"$RKLB is still the only company that included a telecommunications orbiter as part of their MSA proposal. Current Mars communication satellites are decades old and beginning to fail. NASA is expected to make a decision soon. πŸ‘€ NASA will launch at the very most one mission to Mars during Trump's second term. The fight is on over what it will look like: https://t.co/PLHgR9vt1Z NASA will launch at the very most one mission to Mars during Trump's second term. The fight is on over what it will look like: https://t.co/PLHgR9vt1Z"
X Link 2026-02-01T22:54Z 11.7K followers, 12.4K engagements

"Trimmed a little more of my highest cost $TE shares to buy another couple hundred shares of $ONDS. Could not resist this dip on positive news of a great new acquisition. Still very bullish on $TE but my conviction in $ONDS is at all time highs and I def need to add here"
X Link 2026-02-02T15:18Z 11.9K followers, 48.7K engagements

"These new platforms from Rotron Aero allow $ONDS to deliver mini drone swarms deep behind enemy lines with a max range of 140km. $ONDS 🀯 Ondas now have a drone mothership that can carry up to TEN drones that have swarm capabilities and can travel @ 120kmh Im in awe of this company. https://t.co/P9pQdwiWcd $ONDS 🀯 Ondas now have a drone mothership that can carry up to TEN drones that have swarm capabilities and can travel @ 120kmh Im in awe of this company. https://t.co/P9pQdwiWcd"
X Link 2026-02-02T15:51Z 11.8K followers, [----] engagements

"Alright Im sure Im gonna get some shit for this but I just fully exited $TE. In total I made about $1500 in the few weeks I owned it. I rolled the entirety of the position into $ONDS. In previous posts I said I saw $TE as one of my longer term holds and that was always the plan but with $ONDS dropping from the $15s to $10s and sitting on $1500 profit in $TE in just a few weeks of owning it I had to make the swap. I also felt I had to do this because $ONDS is basically my new $RKLB. I have extremely high conviction in the company and feel I cant afford to NOT buy it at these prices. I"
X Link 2026-02-02T18:39Z 11.9K followers, 39.7K engagements

"Todays acquisition announcement is HUGE for $ONDS. Lets go through whats happening and what it all means. $ONDS is acquiring 100% of U.K. Company Rotron Aero. This move will secure a vital strategic footprint within the UK & NATO ecosystems. $ONDS now has fast-track access to major programs through deep-rooted relationships with the UK Ministry of Defence. $ONDS also gains access to several key technologies it didnt previously have - all of which will be added to their system-of systems architecture. These include next-gen One Way Effectors (OWEs) capable of traveling 1200+ km and unmanned"
X Link 2026-02-02T20:43Z 11.8K followers, 14.6K engagements

"I was wrong about $ONDS. [----] shares isnt a full position for me. [-----] is. Current share count: 6500"
X Link 2026-02-02T23:35Z 11.9K followers, 24.6K engagements

"@DumbMoneyCapitl RKLB to infinity I guess"
X Link 2026-02-03T02:08Z 11.8K followers, [----] engagements

"Ondas Holdings ended a 1-year 500% run in January. Ondas Inc. is just getting started. 😏 $ONDS"
X Link 2026-02-03T02:19Z 11.9K followers, 10K engagements

"Babe wake up New $ONDS drones just dropped"
X Link 2026-02-03T13:35Z 11.9K followers, [----] engagements

"Didnt hate the old $ONDS branding but this new logo will look a lot better on merch when they open their store. πŸ‘€"
X Link 2026-02-03T13:51Z 11.8K followers, [----] engagements

"@RyanGoldenberg2 Yes"
X Link 2026-02-03T20:24Z 11.7K followers, [---] engagements

"It appears $ONDS did not make the cut for Phase [--] of the Drone Dominance Program. This does not explicitly mean they are excluded from any of the later phases (per the program website). Fortunately Phase [--] has the smallest order values with the 1st place company taking home just $12.5 million. The later phases will be for larger order sizes and award higher dollar amounts than Phase [--]. Phase [--] will commence in [--] months and if Phase [--] eligibility requirements hold $ONDS should be able to apply with their partners (Rift Dynamics) Wsp drone at that time. In the grand scheme of things $12.5"
X Link 2026-02-03T20:58Z 11.9K followers, 35.7K engagements

"@shahh You know crypto is in a bad place when the technical analysis involves the McRib πŸ˜…"
X Link 2026-02-04T02:51Z 11.7K followers, [---] engagements

"@amitisinvesting The good half"
X Link 2026-02-04T02:54Z 11.7K followers, [---] engagements

"Tell me youre a state-of-the-art space company without telling me youre a state-of-the-art space company $RKLB πŸš€"
X Link 2026-02-04T13:58Z 11.8K followers, [----] engagements

"@TigerLineTrades When it breaks out"
X Link 2026-02-04T15:49Z 11.8K followers, [----] engagements

"1. Portfolio ran to a new ATH of $425k [--]. Fell back to $260k a month later [--]. Ran to a new ATH of $580k Currently back down to $425k These ups and downs are normal - especially with a concentrated portfolio of growth stocks. Still trending up and to the right. 🫑"
X Link 2026-02-04T18:33Z 11.9K followers, [----] engagements

"@PoojaPatel11254 Hope you managed to collect some profit 😬"
X Link 2026-02-04T18:35Z 11.8K followers, [---] engagements

"You know its been a brutal day when youre pumped you ended the day down only $53540.98 πŸ˜… At one point I was down more than $80k Got a nearly +$30k swing from the bottom 🀩"
X Link 2026-02-04T21:13Z 11.8K followers, [----] engagements

"Headline: AI is destroying SaaS companies My drone & space-heavy portfolio:"
X Link 2026-02-04T21:20Z 11.8K followers, 10.5K engagements

"@BrettKrieger12 Sold my first covered call on some RKLB shares I decided I wanted to trim anyway and I was like why havent I been doing this more πŸ˜…"
X Link 2026-02-04T21:36Z 11.8K followers, [--] engagements

"@YETI_IV Hahahah"
X Link 2026-02-04T21:36Z 11.8K followers, [--] engagements

"@BlackPantherCap Yeah if I wasnt so heavy in RKLB Id be tempted at the $60s/$70s"
X Link 2026-02-05T11:48Z 11.7K followers, [---] engagements

"Yesterday my portfolio dropped by more than it was worth in mid July [----]. Still slept like a baby last night. πŸ€·β™‚"
X Link 2026-02-05T12:37Z 11.8K followers, 10.9K engagements

"Wheres all the money going πŸ€”"
X Link 2026-02-05T15:22Z 11.8K followers, 13.4K engagements

"This dip cannot last. The buying opportunity"
X Link 2026-02-05T17:45Z 11.8K followers, [----] engagements

"Just pointing out that if I panic sold near the bottom of the November pullback and waited for a better opportunity to buy back in Id be waiting until now Which would have made me miss out on an extra $150000+ (the difference between the Nov bottom and now)"
X Link 2026-02-05T18:19Z 11.8K followers, [----] engagements

"@amitisinvesting Totally agree feels like the selloff is driven by anxiety surrounding AI uncertainty and everyone is just retreating to cash-in-pocket because it gives a sense of control. Wont be surprised if were all taking screenshots of new ATHs in another month or two"
X Link 2026-02-05T18:36Z 11.8K followers, [----] engagements

"@TaylorFinc40580 I sat at [---] to -70% gain in $RKLB for over a year. I never thought of selling then. Turned out pretty well for me"
X Link 2026-02-05T18:42Z 11.8K followers, [---] engagements

"Artificial intelligence drones robotics defense all in one company. $ONDS Strong week engaging with government defense and industry partners on real-world autonomous deployment. Demand continues to build for operationally proven platforms integrated command architectures and scalable autonomy. $ONDS https://t.co/QqXVMCdUuK Strong week engaging with government defense and industry partners on real-world autonomous deployment. Demand continues to build for operationally proven platforms integrated command architectures and scalable autonomy. $ONDS https://t.co/QqXVMCdUuK"
X Link 2026-02-05T18:53Z 11.8K followers, [----] engagements

"@xoRachelPitzel I fortunately got out of BTC before it fell below 100k but honestly it can only take the market down so far. Businesses have tangible value and can only fall so far"
X Link 2026-02-05T20:32Z 11.8K followers, [--] engagements

"Oh lord $AMZN under $200 after hours πŸ’€"
X Link 2026-02-05T21:06Z 11.8K followers, [----] engagements

"Our portfolios might be tanking but at least there are some top tier memes being deployed πŸ˜‚"
X Link 2026-02-05T22:12Z 11.8K followers, [----] engagements

"@WhiteHouse Bro fix the stock market"
X Link 2026-02-05T22:45Z 11.8K followers, [----] engagements

"Not gonna lie its been BRUTAL out there this week. πŸ˜‚ Im down almost $100k in [--] days. But just to be clear: Im not selling a single share. This could all go to zero and Id still be holding. I dont trade in & out of my super high conviction names and have no doubt that theyll all reach ATHs in due time. Ill be adding to these core positions whenever I have opportunities to do so. NFA DYOR $RKLB $ONDS $LMND https://twitter.com/i/web/status/2019548569481408718 https://twitter.com/i/web/status/2019548569481408718"
X Link 2026-02-05T23:07Z 11.8K followers, 20.7K engagements

"Exactly. I think they have a great brand and marketing team and theyve built a good network but the actual product and sourcing is a huge question mark for me. Im totally content to pass on taking a position and wont be upset if/when it runs. Ive got higher conviction in other stocks that I feel I better understand from all angles. https://twitter.com/i/web/status/2019615873900703880 https://twitter.com/i/web/status/2019615873900703880"
X Link 2026-02-06T03:35Z 11.8K followers, [---] engagements

"Everyone opening their portfolios this morning"
X Link 2026-02-06T13:30Z 11.8K followers, 13.9K engagements

"$RKLB has some serious payload capabilities these days. A product they call Heimdall is my favorite. Heimdall is a prominent figure in Norse mythology known as the all-seeing and all-hearing guardian of Asgard the realm of the gods. (In the Thor movies starring Chris Hemsworth Heimdall was played by Idris Elba) For $RKLB Heimdall helps provide near real-time custody of adversary actions rendezvous and proximity operations (RPO) events and orbital changes that could pose a threat to national assets. $RKLB payloads are manufactured in the U.S. and engineered for the demands of space protection"
X Link 2026-02-06T14:08Z 11.8K followers, [---] engagements

"$RKLB has some serious payload capabilities these days. A product they call Heimdall is my favorite. Heimdall is a prominent figure in Norse mythology known as the all-seeing and all-hearing guardian of Asgard the realm of the gods. (In the Thor movies starring Chris Hemsworth Heimdall was played by Idris Elba) For $RKLB Heimdall helps provide near real-time custody of adversary actions rendezvous and proximity operations (RPO) events and orbital changes that could pose a threat to national assets. $RKLB payloads are manufactured in the U.S. and engineered for the demands of space protection"
X Link 2026-02-06T14:09Z 11.8K followers, [----] engagements

"Sold another [--] $RKLB $100 calls dated March 6th. Collected a $546 premium. 😎"
X Link 2026-02-06T15:00Z 11.8K followers, 16.7K engagements

"@advisors_abcz They offer more to other space companies than SpaceX πŸ‘€ $RKLB is the worlds only hardware store for space. Im sure you can think of a hardware store near you. Maybe it belongs to a chain maybe its just a family run business. Hardware stores are ubiquitous. You can find them everywhere. But a hardware store for specialized https://t.co/itsO3J6UMO $RKLB is the worlds only hardware store for space. Im sure you can think of a hardware store near you. Maybe it belongs to a chain maybe its just a family run business. Hardware stores are ubiquitous. You can find them everywhere. But a"
X Link 2026-02-06T15:14Z 11.8K followers, [---] engagements

"$LMND Q4 earnings will be reported in less than [--] weeks. After the last two earnings calls the stock jumped 30%+ each time. Ill be on the edge of my seat for this one. πŸ‘€"
X Link 2026-02-06T15:30Z 11.8K followers, [----] engagements

"This is exactly why I hold through volatility and just buy the dips as they come. If I panic sold at the bottom yesterday I wouldve cut myself off at the knees. Know what you own Your conviction will often save you. $RKLB $ONDS $LMND Not gonna lie its been BRUTAL out there this week. πŸ˜‚ Im down almost $100k in [--] days. But just to be clear: Im not selling a single share. This could all go to zero and Id still be holding. I dont trade in & out of my super high conviction names and have no doubt that https://t.co/VZgCBKKHIu Not gonna lie its been BRUTAL out there this week. πŸ˜‚ Im down almost"
X Link 2026-02-06T16:26Z 11.9K followers, [----] engagements

"@DoWCTO @DeptofWar @DOWResponse I got the next one no worries"
X Link 2026-02-06T19:52Z 11.9K followers, 33.6K engagements

"People spooked by market volatility this week but Im still out here waiting for Monday morning like"
X Link 2026-02-07T20:27Z 11.9K followers, [----] engagements

"@boi_ozzy Betting on Ferraris that pull up to the starting line next to Honda civics isnt gambling"
X Link 2026-02-08T15:16Z 11.8K followers, [---] engagements

"@jilasi24 Thanks Joe 🀝"
X Link 2026-02-09T00:35Z 11.8K followers, [--] engagements

"@shai_wininger $LMND FSD insurance rolling out in Oregon in [--] days 😎"
X Link 2026-02-09T12:11Z 11.9K followers, [----] engagements

"$ONDS climbs more than 5% this morning on news of a $30M contract win. Did you take advantage of the recent dip and buy in the single digits πŸ‘€"
X Link 2026-02-09T14:50Z 11.9K followers, 11.3K engagements

"Best way to miss out on the biggest gains in the drone sector is to focus too much on companies with plenty of UAS platforms but no C-UAS platforms. $ONDS πŸ‘€"
X Link 2026-02-09T22:40Z 11.9K followers, [----] engagements

"@shai_wininger @Lemonade_Inc @Tesla Autonomous Car is just the first of many futuristic insurance products $LMND will usher into the insurance industry"
X Link 2026-02-10T10:16Z 11.9K followers, [----] engagements

"@StockStormX No this is the Anduril website πŸ˜‚"
X Link 2026-02-10T15:26Z 11.9K followers, [---] engagements

"@StockSavvyShay As if $SNAP needed a reason to go even lower πŸ˜…"
X Link 2026-02-10T16:08Z 11.9K followers, [---] engagements

"@asym_investor Be there in no time man πŸ‘"
X Link 2026-02-10T19:12Z 11.9K followers, [---] engagements

"$RKLB experienced a catastrophic engine explosion for one of their new Archimedes engines during testing a few months back. While it sounds bad its actually a good thing. After confirming the engines can operate under nominal conditions theyre now being pushed to the limits - this is one of the final qualification steps in engine design. Sir Peter Beck: Right now we are in the part of the program where we are doing very nasty things to the engine like backing right off the suction pressure inducing cavitation and exploring outside the run box he said. These things can often lead to engines"
X Link 2026-02-11T23:14Z 11.9K followers, [---] engagements

"Why does Return on Investment look absolutely MASSIVE in these photos It looks like you could land TWO Neutrons on this thing πŸ‘€ $RKLB"
X Link 2025-11-11T19:30Z 11.9K followers, 13.4K engagements

"Check out $RKLB CEO @Peter_J_Beck talk about the importance of Neutron and why its been delayed as well as what the limits of Rocket Labs TAM are. Its really AI and Space as the two big opportunities for humanity as we step forward"
X Link 2025-11-11T23:48Z 11.9K followers, 19.6K engagements

"A lot of micro cap names that were formerly only talked about in niche corners of FinX are now coming into the limelight. $OSS $LPTH $SKYT $KOPN Do you own any What else belongs on this list"
X Link 2026-01-15T01:40Z 11.9K followers, 22K engagements

"Interesting implications for $TE πŸ€” While increased silver costs can shrink their profit margins high demand may allow them to raise prices without any significant impact to overall sales. According to Grok standard crystalline silicon PV technology (including TOPCon) overwhelmingly relies on silver-based conductive pastes for front-side metallization (grid lines/fingers) and often back contacts to collect and transport generated electrons. As the post below states solar companies are accelerating plans to switch from silver to copper where possible but were sort of expecting a copper"
X Link 2026-01-29T02:21Z 11.9K followers, [----] engagements

"The moment youve all been waiting for πŸ₯ Every $ONDS product shown in an updated graphic (including those added as a result of yesterdays Rotron Aero acquisition). - Scout quadruped with robotic arm - EZAP all terrain RC vehicle - Spyder multi-mission ground robot - Golem Detector autonomous UXO finder - Smart Imaging Module - Digger D-250 RC demining platform - Iron Drone counter drone solution - NDAA-compliant fiber optic spools for drones - Optimus 1-EX automated UAV system - Software Defined Radio for Class [--] rail - MagArrow II UAS-enabled magnetometer - Rift Dynamics Wasp armed"
X Link 2026-02-03T12:30Z 11.9K followers, 13.6K engagements

"$ONDS has been accepted into the DoWs Drone Dominance Program through a partnership with W.S. Darley & Co. The Wsp drone entry is already born of at least [--] different partnerships doesnt adding more partners erode margins for $ONDS Short answer: No not really. Gemini breaks this down very well. Please note that this cost structure is a rough estimate of what might be expected based on similar partnerships. The current cost structure is unknown at this time. So here it is: The Revenue & Cost Breakdown: A Partitioned Profit Model By utilizing a multi-partner approach for the Drone Dominance"
X Link 2026-02-04T14:53Z 11.9K followers, [----] engagements

"$HIMS bulls still thinking the CEO is putting on a marketing master class or is it time to capitulate πŸ˜…"
X Link 2026-02-09T12:32Z 11.9K followers, 11.1K engagements

"Pretty cool tech but also dont want our oceans looking like the pic below. πŸ˜… I understand the necessity for un-hackable drones but fiber optics leave behind an ecological disaster thats near impossible to clean on land let alone the ocean. While much of $ONDS contribution to the battlefield involves removing unexploded ordinance via their subsidiary 4M Defense Im fully aware $ONDS also makes & sells these fiber optic spools (though this is a very small portion of their overall sales). Hopefully theyll be able to create tech that aids in the removal of these fiber optic lines in the future"
X Link 2026-02-10T12:51Z 11.9K followers, [----] engagements

"Instead of chasing the best name in a category after arriving to the thesis late Id rather just dabble in some secondary names in the same space. For example $RKLB is the clear winner for publicly traded space stocks imo. Others will say $ASTS. Both are pretty expensive right now. Instead of loading the boat on $RKLB which I wouldve recommended doing 1-2 years ago Id probably prefer to take smaller positions in names like $LUNR $VOYG or $PL if I was just arriving to the space sector now. Id look for the load the boat play elsewhere (where the opportunity to buy low still exists). I still own"
X Link 2026-02-10T13:06Z 11.9K followers, 12.3K engagements

"@moninvestor The best way to get over volatility is to buy something you have super high conviction in that then tanks and keeps you underwater for a while. πŸ˜‚ My $RKLB position was [---] to -70% for 12-18 months before eventually flipping positive. Volatility doesnt bother me anymore lol"
X Link 2026-02-10T13:10Z 11.9K followers, [----] engagements

"Not a bull flag To my TA-uneducated eyes it looks like its doing exactly what it did October to November. I also cant help but think of TA as little more than astrology for stocks. πŸ˜… Im being a little facetious but I would never make long term investing decisions based on TA. Fundamentals win out in the long run. https://twitter.com/i/web/status/2021291324285018140 https://twitter.com/i/web/status/2021291324285018140"
X Link 2026-02-10T18:33Z 11.9K followers, [----] engagements

"Not hearing an update on the original December statement of first purchase to be made in January doesnt concern me. Ton of moving parts and if it slid a few weeks doesnt affect anything in the long run. Not like the order is canceled now haha still gonna land a piece of the contract in Q1. https://twitter.com/i/web/status/2021295699405795609 https://twitter.com/i/web/status/2021295699405795609"
X Link 2026-02-10T18:50Z 11.9K followers, [---] engagements

"Right I know that but if I genuinely think these are good prices based on fundamentals (and Im buying at these levels myself) why is saying as much a bad thing I could argue that your technical analysis could break at any point in time and all the while youve been telling people to wait to buy. Tomorrow the stock could in theory break out and investors would have missed some of the upside based on your recommendation. Its two different philosophies. As someone who holds ONDS as a long term position accumulating at $7 and $12 and $9 and $11 makes little difference to me as I see them all as"
X Link 2026-02-10T19:00Z 11.9K followers, [---] engagements

"Work has OFFICIALLY begun between $RKLB and the Space Development Agency on T3TRK. This is the $800+ million contract awarded to Rocket Lab in December for [--] missile warning tracking and defense (MWTD) satellites in support of the Proliferated Warfighter Space Architecture. Big milestone for our Space Systems team βœ… Rocket Lab and @SemperCitiusSDA have officially kicked off work on Tracking Layer Tranche [--]. It was fantastic to get the teams together align on the mission and get ready to build the next generation of missile warning tracking https://t.co/FRk2vcRXNU Big milestone for our Space"
X Link 2026-02-10T20:06Z 11.9K followers, 11.2K engagements

"Wonder whos making the reaction wheels for these satellites $RKLB πŸ‘€ The @FCC has approved Amazon's second-generation Leo system adding coverage + capacity to serve more customers around the world. Key features: ➑ Expands constellation to 7000+ satellites ➑ Adds support for V-band Ku-band frequencies ➑ Adds polar coverage extending Leo https://t.co/BVXVLbozJv The @FCC has approved Amazon's second-generation Leo system adding coverage + capacity to serve more customers around the world. Key features: ➑ Expands constellation to 7000+ satellites ➑ Adds support for V-band Ku-band frequencies ➑"
X Link 2026-02-10T20:17Z 11.9K followers, [----] engagements

"@jrouldz @Stemulite23 That chart showing how temperate San Diego is throughout the year compared to Boston comes to mind"
X Link 2026-02-11T01:44Z 11.9K followers, [---] engagements

"@luojix1 If only we knew"
X Link 2026-02-11T18:13Z 11.9K followers, [---] engagements

"@Lui_Y0 @itsRobertBurns"
X Link 2026-02-11T22:25Z 11.9K followers, [--] engagements

"Im a pretty simple dude and wish I understood macroeconomics trends better in times like these but having said that feels like a combination of things. Deleveraging (lot of margin in the markets right now) SaaSpocalypse (fears of AI wiping out a bunch of software companies and growth stock valuations have gotten pretty crazy in most cases (time to bring em back to earth)"
X Link 2026-02-11T22:55Z 11.9K followers, [--] engagements

"@SharkChart @asym_investor @RKLBMan Very cool man I like it. Big fan of playing around with AI and building websites/apps. Nice work"
X Link 2026-02-12T00:07Z 11.9K followers, [--] engagements

"@otium33 @Lemonade_Inc Yeah incredible. Seems like such a genuine guy and a true engineer. Always connecting with Lemonade customers on X with technical hiccups and helping to resolve them"
X Link 2026-02-12T00:16Z 11.9K followers, [--] engagements

"Dont be sad that its over. Be happy that it happened. See you again soon. $RKLB πŸ₯Ή"
X Link 2026-02-04T21:31Z 11.9K followers, 46.7K engagements

"Absolutely wild week. 🎒 Dropped $100k in [--] days but bounced back $39k today. Its a start πŸ˜… Added a little more $ONDS the last couple days too. $RKLB $ONDS $LMND"
X Link 2026-02-07T01:07Z 11.9K followers, [----] engagements

"The only [--] companies in my portfolio: $RKLB (82.2%) - Majority of my account started buying in [----]. I see them as a critical space infrastructure company thats going to benefit massively from the modern space race we see just beginning now. Lots of love for this company. $ONDS (14.5%) - My next favorite. Very bullish on this company and their various revenue streams. The drone industry is exploding with opportunity plus not enough businesses are paying attention to C-UAS. $ONDS is. $LMND (3.4%) - A small position that I wish was bigger. I see $LMND being a huge disruptor in the massive $5T+"
X Link 2026-02-07T19:27Z 11.9K followers, 19.5K engagements

"Gotta take analyst price targets with a grain of salt but I cant remember the last time I saw a stocks share price trading at nearly half the Wall Street analyst 1-year target consensus. $ONDS is currently trading at a crazy discount. Nearly 100% upside anticipated"
X Link 2026-02-09T12:25Z 11.9K followers, [----] engagements

"Even after the recent flash crash Im still up $300k+ in the last [--] months. From $150k to $460k. I maintained a pretty concentrated portfolio during this time and have $RKLB and $ONDS to thank for the majority of the gains. Personal ATHs remain around $580k"
X Link 2026-02-10T12:24Z 11.9K followers, 27.5K engagements

"Anduril actually entered the ocean AND space markets in the same year - [----]. Everyone is expecting $ONDS to acquire an AUV company soon but I wonder if theyd consider dipping their toes into the space sector sometime soon after πŸ€”"
X Link 2026-02-10T13:44Z 11.9K followers, [----] engagements

"Lemonade is built specifically to survive this scenario while the legacy insurers fail. They have exceptionally low OpEx when excluding marketing spend and havent meaningfully increased headcount in years despite their ability to scale up. Lemonade WANTS the products and customers that hardly require any insurance. It means less payouts. Legacy insurers cant figure out whos more likely to file claims as well as Lemonade can. They will incur losses faster. https://twitter.com/i/web/status/2021626639755415933 https://twitter.com/i/web/status/2021626639755415933"
X Link 2026-02-11T16:45Z 11.9K followers, [--] engagements

"@mattturck The TL;DR is that the latest paid versions of ChatGPT and Claude are REALLY good now. πŸ˜… I enjoyed the article though"
X Link 2026-02-11T17:01Z 11.9K followers, [---] engagements

"@Atlas_Diary People out here upset at the world after making objectively poor decisions πŸ˜…"
X Link 2026-02-11T17:32Z 11.9K followers, [---] engagements

"Space is hard. This is all the more evident as long-established space companies like ULA continue to have issues like the one seen this morning. It makes the fact that $RKLB hasnt had an in-flight anomaly in years all the more impressive. Tracking footage from this morning's launch of @ulalaunch's Vulcan rocket & the USSF-87 mission for @USSpaceForce - filmed from a perspective [---] miles to the west of SLC-41. SRM nozzle burn through plainly visible on the right-hand side of the vehicle protruding in the https://t.co/1oBpcRf3Ix Tracking footage from this morning's launch of @ulalaunch's"
X Link 2026-02-12T13:50Z 11.9K followers, [----] engagements

"@RobertM80669830 I only just found it but seems promising"
X Link 2026-02-12T16:06Z 11.9K followers, [--] engagements

"@SwetalP41290270 I agree. I just wish I had more cash to buy this dip 😭"
X Link 2026-02-12T16:28Z 11.9K followers, [---] engagements

"I know I made the right move rolling $TE into $ONDS a few weeks ago - not because $TE is down & $ONDS isnt (theyre both down a bunch) - but because watching $TE plummet like this would make me feel like shit and watching $ONDS fall doesnt bother me at all. Conviction matters. Life when you only invest in what you understand. https://t.co/UTecFQlj0O Life when you only invest in what you understand. https://t.co/UTecFQlj0O"
X Link 2026-02-12T18:53Z 11.9K followers, 16.1K engagements

"@DJstra Fortem might be the only viable competitor to $ONDS in terms of their C-UAS capabilities. Theres also plenty of money on the table still that $ONDS could get a piece of. C-UAS is a very new industry but demand is already high"
X Link 2026-02-12T19:32Z 11.9K followers, [---] engagements

"@DJstra Not a lot of details right now besides multimillion dollar order"
X Link 2026-02-12T19:52Z 11.9K followers, [--] engagements

"@Neurohr11 Thats a healthy buy 😀"
X Link 2026-02-13T13:15Z 11.9K followers, [---] engagements

"🚨 $ONDS has secured a multimillion-dollar order for Iron Drone Raider systems by a European NATO country to protect civil infrastructure. This follows $16.8M in orders for Iron Drone Raider that were successfully deployed to secure major airports in the region. 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 international airport in a NATO"
X Link 2026-02-13T13:56Z 11.9K followers, 27.4K engagements

"@k2__investment Expanding past airports is big πŸ‘€"
X Link 2026-02-13T14:12Z 11.9K followers, [---] engagements

"@Adityapandeydev Saving this vid for $ONDS"
X Link 2026-02-13T19:19Z 11.9K followers, [---] engagements

"If your portfolio is worth $50k and you own more than [--] stocks dont expect to grow your wealth quickly. I went from $10k to $500k+ in three years by concentrating in just a few names at a time. Note this is high risk and just my personal experience not financial advice"
X Link 2026-01-12T12:40Z 11.9K followers, 971.6K engagements

"🚨 $ONDS partner Safe Pro Group to present patent AI demining tech in support of Ukraines reconstruction at the Society of American Military Engineers Kyiv Conference. An incredibly bullish headline for $ONDS. πŸ‘€ Safe Pro Group will present findings from an 18-month study that show productivity improvements exceeding 800% and the detection of more than 550% additional unexploded ordnance (UXO) and explosive remnants of war (ERW) per hectare compared to traditional survey methodologies. Safe Pro Selected to Present its Patent AI Demining Technology in Support of Ukraines Reconstruction at the"
X Link 2026-01-14T14:47Z 11.9K followers, 10.4K engagements

"Amazing opportunities: $TE at $7.60 $ONDS at $12.20 $RKLB at $84.50 Not gonna last"
X Link 2026-01-21T17:53Z 11.9K followers, 67.3K engagements

"As of yesterday Ive consolidated my entire portfolio down to just [--] stocks. $RKLB $ONDS and $LMND. This is the most concentrated Ive been in a while but my conviction has never been higher"
X Link 2026-02-03T12:55Z 11.9K followers, 39.6K engagements

"In less than [--] hours $ONDS: πŸ”ΉAnnounced the acquisition of Rotron Aero πŸ”ΉSecured a new UAS contract for a governmental defense customer in the Asia-Pacific region. πŸ”ΉMade it into Phase I of the DoWs Drone Dominance Program Hard to believe people are still bearish. πŸ‘€"
X Link 2026-02-04T00:44Z 11.9K followers, 48.9K engagements

"I may be down $50k today but Im still up $22k YTD +5% [--] month into the year is pretty awesome under typical market conditions. I take the crazy push to ATHs last month as a sign of where my portfolio wants to go. πŸ‘€ Well be back there soon enough. $RKLB $ONDS $LMND"
X Link 2026-02-04T15:57Z 11.9K followers, [----] engagements

"Not a chart guy but dang almost like $ONDS is still bouncing around in this completely controlled and predictable channel. Almost time for it to break out higher"
X Link 2026-02-04T16:14Z 11.9K followers, 21.8K engagements

"Lot of traders just became long term investors & community members this week. πŸ˜‚"
X Link 2026-02-05T12:45Z 11.9K followers, [----] engagements

"People asking but what would you do all the time if you retired in your mid 30s Me:"
X Link 2026-02-10T16:19Z 11.9K followers, [----] engagements

"$ONDS under $10 🀯 These discounted prices wont last πŸ‘€"
X Link 2026-02-10T18:17Z 11.9K followers, 22.8K engagements

"Any business or individual that owns a $30k-$100k+ autonomous vehicle will want it insured for countless reasons. Especially if its still the law to insure vehicles. Humanoid robots and other high-cost assets will eventually need some level of insurance as well. Using an AI-powered ontology to accurately price these things (and avoid customers that will require high/frequent payouts) will help $LMND beat the competition. https://twitter.com/i/web/status/2021623803932213380 https://twitter.com/i/web/status/2021623803932213380"
X Link 2026-02-11T16:34Z 11.9K followers, [---] engagements

"@SharkChart @RKLBMan Bro are you writing a thesis or building a new finance platform Looks amazing πŸ˜‚"
X Link 2026-02-11T23:17Z 11.9K followers, [---] engagements

"@CoffeeStocksGuy"
X Link 2026-02-12T13:58Z 11.9K followers, [---] engagements

"@dinosaurteef"
X Link 2026-02-12T16:02Z 11.9K followers, [--] engagements

"Keeping a close eye on defense tech names $SPAI and $KOPN right now. U.S. micro cap companies that remind me of $OSS and $LPTH but havent seen the same recent surges upward. Theyre less attractive (lower margins or less revenue) but maybe more upside than downside here. πŸ€”"
X Link 2026-01-15T14:45Z 11.9K followers, 24.8K engagements

"There are only a few casting companies in the world that make blades & vanes for turbines and theyre all massively backlogged Hmmmm πŸ€” $HWM"
X Link 2026-02-06T19:35Z 11.9K followers, [----] engagements

"A lot of people are wondering whether or not Fridays gains will resume tomorrow or if stocks will continue following the broader weekly trend and sink even lower. Im prepared for either scenario. If $RKLB $ONDS or $LMND continue to climb then great. If they begin falling again Ill do what I can to add to the smaller positions and patiently wait for the return to new ATHs that I feel is inevitable with these names. If the short term volatility in your portfolio makes you uneasy ask yourself if anything about your stocks fundamentals have changed. Are these companies declining because their"
X Link 2026-02-08T15:15Z 11.9K followers, [----] engagements

"U.S. pilots see unauthorized drone activity on a weekly basis. Where are the C-UAS measures πŸ€” $ONDS @itschrisray I fly for a living and I cant tell you how many times I see a NOTAM for Unauthorized drone activity XXNM of the airportetc happens all the time @itschrisray I fly for a living and I cant tell you how many times I see a NOTAM for Unauthorized drone activity XXNM of the airportetc happens all the time"
X Link 2026-02-11T14:53Z 11.9K followers, [----] engagements

"$LMND is down almost 7% today. People dont seem to understand that Lemonade gets STRONGER as AI improves. Instead of being a victim of the SaaSpocalypse Lemonade will be one of the early winners in AI application layer of the future. A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI. A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI"
X Link 2026-02-11T16:16Z 11.9K followers, 16.5K engagements

"@Futurenvesting Like every business that has a Shopify store is going to suddenly decide they can vibe code a better e-commerce platform for themselves πŸ˜‚"
X Link 2026-02-11T17:05Z 11.9K followers, [---] engagements

"More than just a drone company $ONDS The Vision: Building the next generation of integrated Defense and Security autonomy. Delivering autonomous unmanned and connected systems that power mission-critical operations worldwide. Building the infrastructure of resilience and intelligence that governments and industries trust to protect and perform. Targeting dual-use markets across defense homeland security public safety and critical infrastructure. https://twitter.com/i/web/status/2021634997682155922 https://twitter.com/i/web/status/2021634997682155922"
X Link 2026-02-11T17:18Z 11.9K followers, [----] engagements

"Ive got a very clear memory of being annoyed I added more $RKLB at $4.50 because it dropped to $4.20 later that day. Hilarious πŸ˜‚"
X Link 2026-02-11T18:06Z 11.9K followers, 38.6K engagements

"How many shares of $ONDS do you own [----] 1000-4999 25000+ 5000-24999 [----] 1000-4999 25000+ 5000-24999"
X Link 2026-02-12T12:25Z 11.9K followers, [----] engagements

"$LMND continues to be unjustly pummeled even as business fundamentals improve. The broader market downtrend is presenting a fantastic buying opportunity imo. If stocks reverse higher by the time $LMND reports earnings next week I wouldnt be surprised if we saw another +30% move like we did after the last two quarterly earnings reports. NFA https://twitter.com/i/web/status/2021977839927533721 https://twitter.com/i/web/status/2021977839927533721"
X Link 2026-02-12T16:00Z 11.9K followers, [----] engagements

"$TE back under $6 🀯 Is this company REALLY only worth $1.25B πŸ€”"
X Link 2026-02-12T16:27Z 11.9K followers, 27.4K engagements

"@asym_investor Literally always ahead of the curve haha"
X Link 2026-02-12T21:35Z 11.9K followers, [---] engagements

"$RKLB continues to successfully diversify their business. We see this most recently with the acceleration of their HASTE launches for military customers. $RKLB is set to launch another Pentagon hypersonic test on its HASTE rocket as early as late February. This will be Rocket Labs fourth hypersonic launch in under six months showing it is becoming a go to launch partner for the U.S. militarys next generation weapons testing. https://t.co/TDxWdJLrfi $RKLB is set to launch another Pentagon hypersonic test on its HASTE rocket as early as late February. This will be Rocket Labs fourth hypersonic"
X Link 2026-02-12T22:00Z 11.9K followers, [----] engagements

"@OndasHoldings"
X Link 2026-02-13T13:56Z 11.9K followers, [----] engagements

"πŸ—“ Reminder that U.S. markets are closed this upcoming Monday Feb 16th for Presidents Day. Check out how many trading days are left this year as well as upcoming market holidays & early closures on 😎 http://HowManyTradingDays.com http://HowManyTradingDays.com"
X Link 2026-02-13T20:04Z 11.9K followers, [---] engagements

"Id only use the term generational to define opportunities in the market that Im confident will allow me to 10x my money. $RKLB has been one of those companies for me and will forever remain a cornerstone of my portfolio. I believe $ONDS & $LMND present 10x opportunities from my averages as well - from about $7 to $70 for $ONDS and $50 to $500 for $LMND. Timelines will vary but hitting these targets by [----] wouldnt surprise me. Still lots of room to run for these two companies. NFA DYOR https://twitter.com/i/web/status/2018325719680467110 https://twitter.com/i/web/status/2018325719680467110"
X Link 2026-02-02T14:08Z 11.9K followers, 21.1K engagements

"$ONDS is starting to look a lot like Anduril with the recent Rotron acquisition. πŸ‘€ (Left: Anduril right: Ondas)"
X Link 2026-02-03T14:24Z 11.9K followers, 34.8K engagements

"Damn my portfolio ended up crushing today. Up almost $41k 🀯 Lots of choppiness to start but $RKLB $ONDS and $LMND all pulled through in the end. +9% days are even sweeter when most of the major indices are down. 😏"
X Link 2026-02-03T21:07Z 11.9K followers, 29.7K engagements

"🚨 In a shocking turn of events $ONDS HAS made the cut for Phase I of the DoWs Drone Dominance Program. This was done by partnering with Darley & Co a U.S. based manufacturer offering trusted solutions for First Responders and Warfighters. Their website shows theyve worked with companies like Red Cat Performance Drone Works and others in the past. https://www.darley.com/what-we-provide/uncrewed-systems/ 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"
X Link 2026-02-03T23:07Z 11.9K followers, 21.1K engagements

"Aaaaand right back down πŸ˜‚ Only thing that upsets me is not having enough cash to really load up here. $LMND $ONDS $RKLB Damn my portfolio ended up crushing today. Up almost $41k 🀯 Lots of choppiness to start but $RKLB $ONDS and $LMND all pulled through in the end. +9% days are even sweeter when most of the major indices are down. 😏 https://t.co/suGoSjdMHL Damn my portfolio ended up crushing today. Up almost $41k 🀯 Lots of choppiness to start but $RKLB $ONDS and $LMND all pulled through in the end. +9% days are even sweeter when most of the major indices are down. 😏 https://t.co/suGoSjdMHL"
X Link 2026-02-04T15:20Z 11.9K followers, 19.7K engagements

"$ONDS on sale for less than $10 🀯 Picked up another [--] shares"
X Link 2026-02-04T15:39Z 11.9K followers, [----] engagements

"Bought another [--] shares of $ONDS. Sold another [--] $RKLB $100 calls dated March 6th. Collected a $546 premium. 😎 Sold another [--] $RKLB $100 calls dated March 6th. Collected a $546 premium. 😎"
X Link 2026-02-06T15:03Z 11.9K followers, [----] engagements

"$RKLB at $71 is still a great price $LMND at $73 is still a great price $ONDS at $9.50 is still a great price"
X Link 2026-02-06T16:41Z 11.9K followers, [----] engagements

"Always funny when people see how much of my portfolio is concentrated in $RKLB and call it gambling. Sir any gamble I mightve taken is far in the past. Im currently up over 650%. Even if those returns got cut in half Id be beating the S&Ps average returns by decades. This position was entered into long long ago and is only so large due to its success. Even before Electron flew 80+ times Space Systems was as successful as its become and Neutron was announced I still didnt view $RKLB as a gamble. Building a $48k position around a $9.57/share cost basis never felt risky to me. @itschrisray This"
X Link 2026-02-08T16:28Z 11.9K followers, 11.5K engagements

"Watching people build a portfolio in [----] without any space or defense stocks:"
X Link 2026-02-09T22:35Z 11.9K followers, 49.8K engagements

"@ryansfinance $ONDS without a doubt. Personally dont love $RDW. $RKLB is the highest quality but a little pricey rn. Would take a closer look at $PL $LUNR or $VOYG. NFA"
X Link 2026-02-09T22:42Z 11.9K followers, [---] engagements

"$LMND Autonomous Car insurance continues to expand across the country. Drivers in Oregon can now get 50% off their Tesla FSD-driven miles. And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none."
X Link 2026-02-10T10:15Z 11.9K followers, [----] engagements

"@pulga77la $RKLB $9.57 $ONDS $7.93 $LMND $54.15"
X Link 2026-02-10T13:25Z 11.9K followers, [---] engagements

"Seems obvious to me that $ONDS will AT LEAST double from here. Whether that takes [--] months or [--] months I can care less. Im loading up. Not financial advice just my own thoughts"
X Link 2026-02-10T16:26Z 11.9K followers, 16.6K engagements

"For clarity (if Ive not been clear already) I consider myself a long term investor. At any given time 95% of my portfolio is typically allocated towards long term positions. Right now its 100% long term holds. Im long $RKLB $ONDS and $LMND. This means Im totally content to stomach short term volatility associated with these names. It also means that if Im adding to any of these positions price swings of a dollar or two (or five) make little difference to me because ultimately I see each of these stocks headed much higher in the long run. I dont buy on margin I dont hyper-analyze short term"
X Link 2026-02-11T13:16Z 11.9K followers, [----] engagements

"Sounds like the U.S. Southern border needs some help from $ONDS. πŸ‘€ Mexican cartel drones entered U.S. airspace and the Pentagon acted to neutralize them a U.S. administration official told Reuters. Mexican cartel drones entered U.S. airspace and the Pentagon acted to neutralize them a U.S. administration official told Reuters"
X Link 2026-02-11T14:47Z 11.9K followers, 13.1K engagements

"The shutdown is due to counter-drone operations that utilize experimental technology The U.S. government DOES know that $ONDS offers proven C-UAS tech that doesnt disrupt air traffic or authorized drones right Todays Temporary Flight Restriction (TFR) issued by the Federal Aviation Administration (FAA) for the next ten days over El Paso is reportedly due to counter-drone operations by the U.S. Armed Forces targeting the cartels in Mexico utilizing experimental technologies from Biggs https://t.co/mcPSKiGGSP Todays Temporary Flight Restriction (TFR) issued by the Federal Aviation"
X Link 2026-02-11T14:59Z 11.9K followers, [----] engagements

"Ive personally started buying $ONDS again as soon as it dipped back under $12. I havent added in the past week because I have no cash but I would absolutely load up here if I could haha. This is obviously a personal risk/reward preference. Some people may claim the share price is going to fall more but who knows. I just know I like $9/share and Im happy to pay it. I anticipate $75/share in [----] so idgaf about $7 vs $11. Thats just me though and Im a nobody Not financial advice Haha https://twitter.com/i/web/status/2021637657181237327 https://twitter.com/i/web/status/2021637657181237327"
X Link 2026-02-11T17:29Z 11.9K followers, [---] engagements

"Ive yet to listen to an interview with one of the $LMND founders that didnt make me feel insanely bullish about the companys future. A lot of people still dont get whats happening at @Lemonade_Inc. πŸ‘€ Here's a breakdown from Shai's new $LMND interview on their three stages to becoming a fully autonomous organization and where they currently are. Level 1: Self Healing (Current Stage of Business) This level focuses on maintenance and reliability. Agents monitor analytics and Here's a breakdown from Shai's new $LMND interview on their three stages to becoming a fully autonomous organization and"
X Link 2026-02-11T23:57Z 11.9K followers, [----] engagements

"@SciGuySpace Language around MTO in the bill that became law seems to skew heavy in Rocket Labs favor. Entertaining other bids or awarding a different vendor would seem to go against the language there. Im sure politics will find a reason it needs to be loosened to become more fair"
X Link 2026-02-12T02:45Z 11.9K followers, [---] engagements

"My $LMND posts typically get almost no engagement but this one got 8k impressions and 60+ likes. Maybe people are finally starting to notice this companys potential. πŸ€” $LMND is down almost 7% today. People dont seem to understand that Lemonade gets STRONGER as AI improves. Instead of being a victim of the SaaSpocalypse Lemonade will be one of the early winners in AI application layer of the future. https://t.co/DLxlnOjQla $LMND is down almost 7% today. People dont seem to understand that Lemonade gets STRONGER as AI improves. Instead of being a victim of the SaaSpocalypse Lemonade will be"
X Link 2026-02-12T12:00Z 11.9K followers, [----] engagements

"$HWM is up almost 10% today while nearly every other stock is down or flat. πŸ‘€ Dont own this but looked into it after I heard Elon talking about the turbine blades & vanes bottleneck. There are only a few casting companies in the world that make blades & vanes for turbines and theyre all massively backlogged Hmmmm πŸ€” $HWM https://t.co/H8BLCA3itT There are only a few casting companies in the world that make blades & vanes for turbines and theyre all massively backlogged Hmmmm πŸ€” $HWM https://t.co/H8BLCA3itT"
X Link 2026-02-12T15:47Z 11.9K followers, [----] engagements

"checks portfolio on a random Thursday in February"
X Link 2026-02-12T16:20Z 11.9K followers, 54.8K engagements

"Todays been an absolute bloodbath so far but dare I say $ONDS is actually holding up OKAY at only -4% πŸ‘€"
X Link 2026-02-12T16:37Z 11.9K followers, 13.3K engagements

"Portfolio check: $LMND $ONDS $RKLB"
X Link 2026-02-12T16:47Z 11.9K followers, 15.5K engagements

"Just made a couple small buys: [--] more shares of $ONDS [--] more shares of $LMND 🫑"
X Link 2026-02-12T18:13Z 11.9K followers, [----] engagements

"🚨 Fortem Technologies has won a multimillion-dollar order from the DHS to secure [----] FIFA World Cup matches in all [--] host cities from unauthorized drones. They plan to use UAS systems that fire ballistic nets like the $ONDS Iron Drone Raider as well as other signal jamming equipment. While this seems bad for $ONDS theres still plenty of money on the table for additional C-UAS services associated with this event. The contract is part of a larger DHS order for counter-drone tech to protect American airspace. DHS said last month it would finalize a $115 million investment in counter-drone"
X Link 2026-02-12T19:09Z 11.9K followers, 47.3K engagements

"πŸ’‘Startup idea: A trading app that lets you disable the Sell button for days/weeks at a time. πŸ™‚"
X Link 2026-02-12T19:18Z 11.9K followers, [----] engagements

"🚨 The Defence Ministers of [--] European countries signed a letter of intent today with big implications for $ONDS. The LOI known as the European Long-range Strike Approach (ELSA) aims to formalize their commitment to develop mechanisms for long-range one-way effectors in order to harmonize and accelerate the development procurement of these capabilities across Europe. Long range attack capabilities are to exceed 500km. $ONDS just acquired UK-based Rotron Aero maker of one-way effectors like Stratos that have a range greater than 1200km. Once again @CeoOndas & team are [--] steps ahead. πŸ‘€"
X Link 2026-02-12T21:29Z 11.9K followers, 11.9K engagements

"Cant help but feel that well look back on this dip (and the previous one) and ask why we didnt add more here. How many more opportunities like this can we realistically expect NFA DYOR $ONDS"
X Link 2026-02-13T13:04Z 11.9K followers, [----] engagements

"A return to recent highs for my positions yields: $RKLB: $66 ➑ $100 (+52%) $LMND: $62 ➑ $100 (+61%) $ONDS: $9 ➑ $15 (+67%)"
X Link 2026-02-13T14:11Z 11.9K followers, [----] engagements

"While my portfolio is down 30% from ATHs all my positions are still in the green. Grateful for these average costs πŸ™Œ Also still adding to $ONDS & $LMND. πŸ‘€ $RKLB $ONDS $LMND"
X Link 2026-02-13T19:33Z 11.9K followers, [----] engagements

""Not buying $ONDS until I see more orders" Let's take a look at the last few months. Nov [--] [----] Ondas Secures $8.2 Million Order from Major European Security Agency to Protect One of Europe's Largest Airports with Multiple Iron Drone Raider Systems Dec [--] [----] Ondas Secures Additional $8.2 Million Counter-UAS Order: Its Second in the Past Two Weeks to Protect Another Major European International Airport Dec [--] [----] Ondas Wins Strategic Government Tender to Develop and Deploy Autonomous Border-Protection System with Thousands of Drones Dec [--] [----] Ondas Secures $10 Million in New Autonomous"
X Link 2026-02-13T20:39Z 11.9K followers, [----] engagements

"@itsrapha83 Humans really saw this and then chose to live in Boston in the wintertime (me 🀑)"
X Link 2026-02-13T21:25Z 11.9K followers, [--] engagements

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@itschrisray
/creator/twitter::itschrisray