# ![@stockseer Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1394971.png) @stockseer gene inger

gene inger posts on X about $onds, $bbai, market, $qbts the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1394971/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1394971/c:line/m:interactions.svg)

- [--] Week [-----] -82%
- [--] Month [------] -1.40%
- [--] Months [-------] +7.90%
- [--] Year [-------] +461%

### Mentions: [--] [#](/creator/twitter::1394971/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1394971/c:line/m:posts_active.svg)

- [--] Week [--] +4.40%
- [--] Month [--] +29%
- [--] Months [---] +152%
- [--] Year [---] +43%

### Followers: [-----] [#](/creator/twitter::1394971/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1394971/c:line/m:followers.svg)

- [--] Week [-----] +4.10%
- [--] Month [-----] +8.20%
- [--] Months [-----] +48%
- [--] Year [-----] +178%

### CreatorRank: [---------] [#](/creator/twitter::1394971/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1394971/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33.65% [stocks](/list/stocks)  23.08% [countries](/list/countries)  12.5% [technology brands](/list/technology-brands)  6.73% [cryptocurrencies](/list/cryptocurrencies)  5.77% [travel destinations](/list/travel-destinations)  1.92% [automotive brands](/list/automotive-brands)  1.92% [exchanges](/list/exchanges)  0.96% [social networks](/list/social-networks)  0.96% [financial services](/list/financial-services)  0.96%

**Social topic influence**
[$onds](/topic/$onds) #156, [$bbai](/topic/$bbai) #39, [market](/topic/market) #2115, [$qbts](/topic/$qbts) #36, [qbts](/topic/qbts) #37, [$lpth](/topic/$lpth) #13, [$umac](/topic/$umac) #9, [in the](/topic/in-the) 12.5%, [ceo](/topic/ceo) 10.58%, [$dpro](/topic/$dpro) 10.58%

**Top accounts mentioned or mentioned by**
[@gchar90441](/creator/undefined) [@sharkchart](/creator/undefined) [@genejchan](/creator/undefined) [@bullmeechum3](/creator/undefined) [@quantumbullhq](/creator/undefined) [@jasonovery1](/creator/undefined)

**Top assets mentioned**
[Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Unusual Machines, Inc (UMAC)](/topic/$umac) [Redwire Corporation (RDW)](/topic/$rdw) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Bitcoin (BTC)](/topic/bitcoin) [Limitus (LMT)](/topic/$lmt) [Advanced Micro Devices (AMD)](/topic/$amd) [IonQ, Inc. (IONQ)](/topic/$ionq)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Market X-ray update: media tends to attribute macro selling an hour ago to the 'stronger Jobs'. To do so drops the longer-term context which would actually favor the Fed cutting rates further. This chart show why I'd think:"  
[X Link](https://x.com/stockseer/status/2021626104579346847)  2026-02-11T16:43Z [----] followers, [----] engagements


"Noon update: Ive warned of risk in old-guard tech and excess spending on data centers . $NVDA and OpenAI at the center of this. We are not at all in and for months expected not only $AMD to do better (it outperformed NVDA last year if you noticed). And we believed D-Wave a good example of power efficient Quantum. holding $QBTS and optimism persists. Also note our new addition yesterday to Daily Briefing members . Ill note it here as time goes on but in fairness to actual subscribers not at first. We are focused on under-exploited smaller caps in drones and space and security and . almost all"  
[X Link](https://x.com/stockseer/status/2018738209425920411)  2026-02-03T17:27Z [----] followers, [----] engagements


"3 pm ET note: drama. significant. I took an optimistic approach over the last two hours. I 'wrote' (sold) Puts expiring soon just under the market for a couple stocks; and bought some Calls. $PDYN was added a couple days ago to buy on dips; this was a dip. $ONDS was too cheap; others like $BBAI too. That's the idea and we'll have to see if Iran talks turning for the worse matters much; or the residual $AMD spillover; or more obviously not just AI software but Bitcoin getting creamed as often warned"  
[X Link](https://x.com/stockseer/status/2019141379180347794)  2026-02-04T20:09Z [----] followers, [----] engagements


"P.S. to Market X-ray: Promised a link to my Daily Briefing courtesy edition asent to subscribers last evening. S&P rising a hair; DJIA up at the moment. Bitcoin off 2000; it has been the problem trigger whenever there's a cross-asset drop recently: https://myemail.constantcontact.com/Gene-Inger-s-Daily-Briefing---for-February-10--2026.htmlsoid=1104387531293&aid=0HxJbTlmQIM https://myemail.constantcontact.com/Gene-Inger-s-Daily-Briefing---for-February-10--2026.htmlsoid=1104387531293&aid=0HxJbTlmQIM"  
[X Link](https://x.com/stockseer/status/2021232977859027142)  2026-02-10T14:41Z [----] followers, [----] engagements


"Market X-ray: initial upside was a false start. stocks in the crosshairs of AI are again under pressure plus even the AI stocks are mostly lower. This may reverse later but reflects certain concerns Ive outlined . including the steady buildup to reinforce our Persian Gulf forward deployments. Meanwhile the United States was sort of attacked or violated by Mexican cartels with intruding drones neutralized by our military. FAA just reopened temporarily closed airspace. first time sine 9-11 that airspace was closed due to a threat of this type. An excuse to get tougher with cartels In any event"  
[X Link](https://x.com/stockseer/status/2021606378234658831)  2026-02-11T15:24Z [----] followers, [----] engagements


"Market X-ray: acceptably stable bias; ahead of tomorrows CPI number that probably has to be viewed X food & energy given Oil prices are higher with the percolating Iranian crisis despite domestic oil supplies being ample. So the data will need to be refined taking that into account. Cheers"  
[X Link](https://x.com/stockseer/status/2021968484037546035)  2026-02-12T15:23Z [----] followers, [----] engagements


"Noon update: we'll tackle $LIDR. First; market opened firm; pulled back and again is rallying as we enter the NY lunch hour. Most 'new era' tickers like $BBAI and $ONDS generally ebbed & flowed with this pattern and look higher. A special note: $LPTH is holding a mult-day strategy session this week. Earlier I speculated who might be in attendance; such as $KOPN $ONDS itself (masters at aggregating drone plays); $AISP or almost surely $UMAC. even $RDW could possibly be involved if it's an effort to consolidate into an integrated defense firm. So something new came to my attention; $LIDR; a"  
[X Link](https://x.com/anyuser/status/1975955360235057345)  2025-10-08T16:04Z [----] followers, [----] engagements


"PS: i warned for months about excess spending lunacy on old-guard AI and data-centers. mostly because new-era Quantum would reduce power demands. Our favorite since [--] was D-Wave and $QBTS had good-news selling (typical after deals) so ought to firm anew as well. Most analysts have targets in the 40s. Speculators focus more on $ONDS and even bargain bet $BBAI and others noted. Even obscure $VERI and $KOPN should catch bids coming out of this trough. See prior post. Cheers https://twitter.com/i/web/status/2018328070734623110 https://twitter.com/i/web/status/2018328070734623110"  
[X Link](https://x.com/stockseer/status/2018328070734623110)  2026-02-02T14:18Z [----] followers, [----] engagements


"P.S. - nice to see $ONDS CEO Eric Brock just on Fox Biz. So approaching the NYSE Close while hard to say about news overnight or margin pressures for that matter we do think 'so far' the writing of Puts and buying of Calls or shares of selected tickers ( $PDYN and $OPTX plus $UMAC $RDW or others) come to mind. https://twitter.com/i/web/status/2019151959098327393 https://twitter.com/i/web/status/2019151959098327393"  
[X Link](https://x.com/anyuser/status/2019151959098327393)  2026-02-04T20:51Z [----] followers, [----] engagements


"Market X-ray: its excess spending on big AI (as forewarned for months) that kicked-off this purge; preceded by a series of Bitcoin declines followed by the also noted unsustainable parabola moves of Gold & Silver . now sequential cross-asset selling as compelled liquidation enters the picture. Christine LaGarde eloquently spoke of agile proper monetary policy at ECB this morning. but thats not the focus . its excess in everything we warned of in mega-tech broadening to mostly everything. Yes we favor dip buying but in new-era tickers . and for weeks noted the juggling of expected big-cap"  
[X Link](https://x.com/anyuser/status/2019423046927311307)  2026-02-05T14:49Z [----] followers, [----] engagements


"We added this a few weeks ago fortunately. and then concentrated in Warrants too. Seems to be even better leverage . any thoughts on the Warrants"  
[X Link](https://x.com/stockseer/status/2019429475822497849)  2026-02-05T15:14Z [----] followers, [----] engagements


"11 am update: swamped between medical tests . fine for now. apologies when I'm unable to update frequently or at all. This is not a paid portion of my Service and is just occasional courtesy reflections. Yesterday I was hopeful buys on dips would work-out whether took a couple days or sooner. So it is sooner. $BBAI $LPTH $ONDS $QBTS $UMAC etc. doing just fine and all are in our 'focus areas for 2026'"  
[X Link](https://x.com/stockseer/status/2019809114289737763)  2026-02-06T16:23Z [----] followers, [----] engagements


"thanks guys Also looking at $OPTX and $PDYN to gain a bit more (previously written about in my Briefing's)"  
[X Link](https://x.com/stockseer/status/2019821928228503702)  2026-02-06T17:14Z [----] followers, [---] engagements


"Good evening. just 'before' the game starts S&P futures up [----] or so; and Japan is up about 4% (after Takaihi won a landmark victory). Many talk of Friday's recovery as just a bounce. Perhaps. More likely skeptics 'hope' it falters because they failed to buy or cover shorts"  
[X Link](https://x.com/anyuser/status/2020656247566180845)  2026-02-09T00:29Z [----] followers, [----] engagements


"Market X-ray: good Tuesday morning. Higher market is our forecast 'for now' per last night's Daily Briefing. In fact I will post a complimentary copy (I do that once or twice a year only) here in a moment; and as a sample on our website shortly. Please do NOT do a 'trial' week; if you want to follow my work; subscribe for a Quarter and decide if you want to continue then. As to this morning; upside despite worries (in the future may be meaningful) about Middle East mobilization as the biggest in the post-war era. or eventual outcome from CapEx tsunami of spending by mega-cap tech I'd warned"  
[X Link](https://x.com/stockseer/status/2021231999831163025)  2026-02-10T14:37Z [----] followers, [----] engagements


"Market X-ray: the focus is more on aluminum & steel tariff reductions (or not) than on the cooler CPI which is a plus considering firm Oil prices. Its a mixed bag: $ONDAS has a major NATO airport contact for Iron Drone and it and related tickers are higher. I ponder next phases up for $DPRO and others after this swinging February phase. Speculative $PDYN firmer; so is $RDW with $LPTH down after a nice spike higher. A short-seller hit piece on $BBAi is curious as the public Chat/AI emphasized used by military is fair; but cannot be used for anything classified. So need to hear from the company"  
[X Link](https://x.com/stockseer/status/2022331415484891390)  2026-02-13T15:25Z [----] followers, [----] engagements


"$ONDS so I listened to a new interview with $UMAC (Unusual Machines). Calm casual drone discussion; but the take-away is simple: great year ahead for domestic drone and related component production. That's why companies with overseas manufacturing are scurrying to expand in the United States. $ONDS (based in Boston) with manufacturing likely both in Detroit and PDW in Alabama; plus links to Unusual Machines and LightPath (IR lenses and camera modules for drones) are very domestic. $LPTH and $UMAC ; both based in Orlando). Others like $RDW (Jacksonville based RedWire a BigBear partner) are in"  
[X Link](https://x.com/stockseer/status/2006808610912018694)  2026-01-01T19:23Z [----] followers, [----] engagements


"update: IONQ was our very first Quantum Computing purchases. made something outrageous like 20x our money and sold it. Now they are buying Skywater the Minn./Florida semiconductor/wafer packaging 'chipper' that had notorious volatility. We were in $SKYT 'twice'; entered in single digits (like 8-9) and out around [--] or so. Now $SKYT is up to [--] because $IONQ is buying them. Fine. nevertheless we made notable profits on both and are focused on neither (well a little SKYT still). What's the point here: consolidation in Quantum/chips can get more interesting as we 'are' in D-Wave as Skywater"  
[X Link](https://x.com/stockseer/status/2015825672652861776)  2026-01-26T16:34Z [----] followers, [----] engagements


"Good morning Higher . $ONDS blue list basically mean police and local agencies can employ Optimus like Dubai does for policing. This and $UMAC should act well; $RDW too and perhaps $KOPN and $DPRO join in. Im attending Space Congress (Lockheed SpaceX etc.) today and will monitor market for Fed action but mostly focused on new-era drone tickers and $BBAI near time to rev up. https://twitter.com/i/web/status/2016510571072335880 https://twitter.com/i/web/status/2016510571072335880"  
[X Link](https://x.com/stockseer/status/2016510571072335880)  2026-01-28T13:55Z [----] followers, [----] engagements


"Sunday evening update: wow. the bears growl so far is louder than their ability to break the markets further; at least at the moment (S&P futures down but not huge). The core debt issues (and Japan bond break etc.) I've talked about for months; and more recently even a chart showing the parabolas in Gold & Silver. And Bitcoin; all were due to decline and did; plus we talked of a sell-off after initial [----] upside (ideally by around Feb. [--]. part a humorous reference; but more or less approximate). My point is that bears or those in panic more (unless of course we have an actual war with Iran"  
[X Link](https://x.com/stockseer/status/2018136463968284907)  2026-02-02T01:36Z [----] followers, [----] engagements


"P.S. Aside bifurcation that has our 'new-era' tickers doing far better than 'old-guard' mega-caps; you've got another issue: nuclear talks with Iran might get put-off . Wall St. Journal (credible unlike many online) reports Navy just shot down an Iranian drone aimed at the USS Lincoln aircraft carrier. Details in media I'm sure later. https://twitter.com/i/web/status/2018757341831639258 https://twitter.com/i/web/status/2018757341831639258"  
[X Link](https://x.com/anyuser/status/2018757341831639258)  2026-02-03T18:43Z [----] followers, [----] engagements


"Mediocre or negative activity seasonal overall outlook aside bounces forecast for early February. but can be better where specific contract awards occur or just neutral or varying where not. Overhanging it all is concern over whether or not war with Iran is percolating. An absence of bids prevails broadly pending the outcome. Might we see an intraday bounce Perhaps; but I think this is more about war drums than banks or Secretary Bessents testimony now"  
[X Link](https://x.com/anyuser/status/2019076154607477095)  2026-02-04T15:50Z [----] followers, [----] engagements


"Last hour update: doubt is exceeded by optimism; and broadening reflects 'economic boom' more likely than a recession. Bears are wrong-headed for now anyway; as I contended. Newer additions to our 'new era' segment has included Syntec Optics (OPTX) where I'd point out the Warrants have lagged. with of course both having potential. For Palladyne (PDYN) it's common or options; and of course D-Wave (QBTS) is romping forward plus the others we've mentioned earlier. Enjoy the weekend; I will try to relax after lots of stress; but we bought dips"  
[X Link](https://x.com/stockseer/status/2019871574891835841)  2026-02-06T20:31Z [----] followers, [----] engagements


"@GChar90441 Also thought [---] might be a peak for AMD bought at [--]. Duh. lots changed with BBAI in the past months . and Microsoft is down [---] . stocks fluctuate"  
[X Link](https://x.com/stockseer/status/2022552817316094236)  2026-02-14T06:05Z [----] followers, [--] engagements


"Midday retreat should end . more 🐄 cowbell after lunch and tomorrow. Glad to see wider interest in $ONDS . as you know Im optimistic they get an NYPD or US Army contract. Oh listening to all CNBC psycho-analyzing lamenting missing Palantir. its laughable theyll do it again and miss as its just getting legs. $BBAI remains my pick of the year. I liked $PLTR at 16; its ok now but the revolution will bring BBAI lots of business. http://BigBear.ai http://BigBear.ai"  
[X Link](https://x.com/stockseer/status/1952770039641255984)  2025-08-05T16:33Z [----] followers, [----] engagements


"Sunday: pent-up heart palpitations ought to have perspective ahead of $BBAI. Were long BBAI since the 1s 2s 3s and Warrants from under .50 plus very bullish for new verticals CEO McAleenan develops.not just Aviation DoD and UAE. As to neurosis about Q2: any dip sould be last chance in not out before double digits. Eventually BBAI higher regardless . Anyone not in; could hope for a drop to get in; or consider half now and half after. My opinion of course and not giving anyone specific advice. $BBAI should reach double digits before next year and maybe next week if not for frenetic speculation."  
[X Link](https://x.com/anyuser/status/1954563014419451945)  2025-08-10T15:18Z [----] followers, [----] engagements


"Sunday pre-casino funday: Quantum Bull just posted yesterdays interview / Chat and heres a link. I never went away.he means returned to the Quantum channel lol focused on $BBAI $QBTS $ONDS $RGTI and $VERI with honorable mentions of $LPTH $PLTR $LMT $IBM and maybe $SOUN . so cheers https://youtu.be/OpEbXiJsuic https://youtu.be/OpEbXiJsuic"  
[X Link](https://x.com/anyuser/status/1957178042754941067)  2025-08-17T20:29Z [----] followers, [----] engagements


"Pre-close: broad market not as heavy as big-tech. Neither further slippage nor recovery is generally seen now; though new-era tickers like $BBAI or $QBTS are finding bids; and recently aggressive 'drone' play $ONDS is actually showing very heavy bids resolutely buying this dip"  
[X Link](https://x.com/anyuser/status/1957891602719948956)  2025-08-19T19:45Z [----] followers, [----] engagements


"Interesting week ahead for $ONDS. . so well. all fine plus now with the acquisition of the small robotics company . . Ondas becomes a triple play: multiple Drones . . Robotics . and AI play. trifecta as we used to say . next; once its over [--] suspect well see more analyst coverage . I was just merely early. around [--]. Cheers"  
[X Link](https://x.com/stockseer/status/1959383605290909982)  2025-08-23T22:33Z [----] followers, [----] engagements


"PS: CNBC Fast Money Grasso picked $ONDS as his favorite stock of the day at the shows end; awhile back he picked $QBTS. Both are doing well and should persist. We concur to say the least"  
[X Link](https://x.com/anyuser/status/1961061605547884893)  2025-08-28T13:41Z [----] followers, [----] engagements


"Happy Saturday. just an Ondas reflection before heading out for a needed spa day and magical dining outing lol. $ONDS our view is a complete repricing of ONDS based on transformation into more of an integrated defense and commercial company with more verticals and expanded horizontals (customers) within the several verticals; plus international licensing. Now we need to see viable sales / orders in-size; then $ONDS should be priced accordingly well in double digits. CEO Brock is the right leader to achieve this and present a full picture to Wall Street. Its happening now or at least the"  
[X Link](https://x.com/stockseer/status/1961812925963743333)  2025-08-30T15:27Z [----] followers, [----] engagements


"Wow. beast mode . congratulations to CEO Eric Brock & team and all of us with conviction for months. More ahead . recall my admonition . harder to move from [--] to [--] than from [--] to [--]. Cheers"  
[X Link](https://x.com/stockseer/status/1965057247442342050)  2025-09-08T14:18Z [----] followers, [----] engagements


"This week. Iron Drine at Army plus dont forget US rail wireless net decision this month too. And London Excel Defense this week too. $ONDS: Our pick of the year for [----] began from $1. and even .78 cents and tripled holdings around [--] . Target unknown as to how high in double digit levels. Soon perhaps $BBAI will kick in. And yes $QBTS should advance as well as others like under-radar $DPRO and others like $SOUN varying with news "  
[X Link](https://x.com/stockseer/status/1965068974103683217)  2025-09-08T15:05Z [----] followers, [----] engagements


"$ONDS PS: the latest offering of $200 million will likely be closed this week; snapped up at [--] bucks and fund Ondas Capital plans and initiatives. Im not surprised given the torrid growth pace CEO Brock outlined and if he can keep it disciplined $ONDS doesnt even drop all the way to the offering price; its possibly over-subscribed and moves higher within days of the Closing. Id not be surprised if buyers are lined-up in-advance"  
[X Link](https://x.com/anyuser/status/1965387685561819386)  2025-09-09T12:11Z [----] followers, [----] engagements


"PS: $ONDS the latest offering of $200 million will likely be closed this week; snapped up at [--] bucks and fund Ondas Capital plans and initiatives. Im not surprised given the torrid growth pace CEO Brock outlined and if he can keep it disciplined $ONDS doesnt even drop all the way to the offering price; its possibly over-subscribed and moves higher within days of the Closing. Id not be surprised if buyers are lined-up in-advance"  
[X Link](https://x.com/anyuser/status/1965388076013810036)  2025-09-09T12:13Z [----] followers, [----] engagements


"Last hour: $BBAI selling volume has dried up; faded after poking over 5; and likely in-position to pop back over it really at any time; from prior resistance which is now support (I'll share a chart tonight). Also $DPRO is flirting with holding over 5; hence a breakout. $ONDS remains a beast and behaving great as anticipated"  
[X Link](https://x.com/anyuser/status/1966218297873158419)  2025-09-11T19:12Z [----] followers, [----] engagements


"Market X-ray: good morning I lost a tooth yesterday; so the dentist will be my focus this morning. However I am smiling at $ONDS partnering with $LPTH . as we cover BOTH of these tickers and have for a long time (LPTH for years through thick & thin. increasing positions earlier this year at [----] as stated to my subscribers just before I went in for a follow-up meeting with CEO Sam Rubin. Congratulations to Eric Brock and Sam Rubin. It is just a curiosity but both CEO's know my work well; and I am quite pleased that they appreciate synergies for their drones with U.S. manufactured"  
[X Link](https://x.com/stockseer/status/1967582964042059907)  2025-09-15T13:35Z [----] followers, [----] engagements


"$UMAC $ONDS and $BBAI are all positioned for upside pops later or soon"  
[X Link](https://x.com/stockseer/status/1967985349386440775)  2025-09-16T16:14Z [----] followers, [----] engagements


"PS: $ONDS I ponder if the impressive follow-on $22 million order LightPath just reported is positioning $LPTH for a potential merger or even acquisition of a smaller company. Hmm. if merger how about $ONDS . and if acquiring another how about $UMAC Or none. just thinking . And dont forget the company that manages drone swarms and battlespace: $BBAI . Cheers"  
[X Link](https://x.com/anyuser/status/1968302292060237940)  2025-09-17T13:13Z [----] followers, [----] engagements


"Market X-ray: good morning Another exciting day ahead. $BBAI really ought to surge on expanded Customs biometric news. Also News already on $ONDS (fiber drone controls US made); and more from our $RGTI following $QBTS breakout. Warrants even stronger. More upside expected; some profit-taking digested; and a bit of shuffling related to the Quadruple Quarterly Expiration went according to plan. I could elaborate on $ONDS (father of their first deal with $UMAC & $LPTH as you know); and expect more from all of them. I could also mention RGTI nees if a grant or a bit of firmness in $SOUN or even"  
[X Link](https://x.com/anyuser/status/1968661751139803158)  2025-09-18T13:01Z [----] followers, [----] engagements


"PS: $BBAI Warrants are hot; sum-ting kumming And $DPRO as well as $UMAC are raging among newer drone plays"  
[X Link](https://x.com/stockseer/status/1969039371861922038)  2025-09-19T14:02Z [----] followers, [----] engagements


"Inger Letter subscribers: BBAI is breaking out to the upside right now. And I envision much higher levels over time as you know. You also know I've been writing about Redwire as RDW is not only the other public company in the AE Industrial Partners portfolio; but the CEO is also the Board Chairman at BBAI. I see a confluence of their work; especially as relates to 'Space' and 'cyber'. This is an area not explored much (no pun intended); and as it is said that RDW only went down because Bain Capital sold; well I think it's preparing for another move; so let's make the discussion official"  
[X Link](https://x.com/anyuser/status/1970205844571607346)  2025-09-22T19:17Z [----] followers, [----] engagements


"PS: sharing from yesterdays Daily Briefing about $RDW and even its ties with $BBAI . excellent day too"  
[X Link](https://x.com/anyuser/status/1970492635279429791)  2025-09-23T14:17Z [----] followers, [----] engagements


"Update at [--] pm ET. enjoyed a fairly extensive chat / interview with 'The Quantum Bull' earlier this evening and share a YouTube link with you should you wish. I do comment a bit more about Ondas than usual; and also Redwire in addition to Quantum such as D-Wave and more. (Yes we are optimistic on $ONDS $RDW $BBAI $QBTS and others; but must contend with 'rocktober' which could be 'ying & yang' as several of the tickers are very much in-the-running for Federal or other contract awards which could defy some levels of market jitters. I clearly take issue with pundits who encourage owning only"  
[X Link](https://x.com/stockseer/status/1971050064777723934)  2025-09-25T03:12Z [----] followers, [----] engagements


"Post-close Thursday: mixed market remains stressed . while I survived a stress test (apparently alright) . $ONDS and $AISP were down and then up into the Close. $BBAI has good support and $QBTS was just ok; but not bad considering pundits slamming Quantum. and in my view they are flat out wrong. Period. Im also ok with action in $DPRO $UMAC and $VERI. But ONDS was outstanding. More in last nights YouTube video; link posted earlier. Cheers Its always worth noting stocks that are up (or bouncing meaningfully) on a fairly broad down day. Tends to suggest which have support and are being bought"  
[X Link](https://x.com/anyuser/status/1971311944884994250)  2025-09-25T20:32Z [----] followers, [----] engagements


"Market X-ray: good morning Stress reduced as (my) stress test was very normal (relieved) . and the markets anxiety is calmed for the moment. PCE was inline with expectations; and Boeing got an FAA waiver (justified or not). So S&P will zoom higher to start. Later we may worry about shutdown and the bizarre () Quantico Flag Officer gathering on Tuesday. In the meantime suspect rebounds including $BBAI $ONDS (up on a down day was a plus); $QBTS and even smaller plays like $VERI and $LPTH (good quarterly Call outlook) . and $RDW should press higher. Back later perhaps"  
[X Link](https://x.com/anyuser/status/1971568089499136293)  2025-09-26T13:30Z [----] followers, [----] engagements


"$BBAI good morning Sunday . remember. new Federal Fiscal Year starts October [--]. Contract awards follow. And dont forget Rail as well as Space. aka theyre working with Redwire Space too. low earth orbit satellite constellation management. I mentioned in the Quantum Bull YiuTube video the other day. Focus on $BBAI $RDW $ONDS and $QBTS . I may post a link again for those interested or missed it. Happy Funday . early brunch at a resort soon lol"  
[X Link](https://x.com/anyuser/status/1972279499795374118)  2025-09-28T12:37Z [----] followers, [----] engagements


"$RDW and $BBAI "  
[X Link](https://x.com/anyuser/status/1972279858924519739)  2025-09-28T12:38Z [----] followers, [----] engagements


"$QBTS $ONDS $BBAI and more . https://youtu.be/6zmXS7PvQCEsi=9D9xV6UdHQLeNBGi https://youtu.be/6zmXS7PvQCEsi=9D9xV6UdHQLeNBGi"  
[X Link](https://x.com/anyuser/status/1972281308425711968)  2025-09-28T12:44Z [----] followers, [----] engagements


"Part 2: October may well be tricky for S&P (usually if September is up then October is not); but Federal contracts or similar loom and that is going to be a big help to some. Will it be BigBear or Airship or Ondas or even D-Wave And our recently added Redwire Space. Or all of them; nobody knows yet but $BBAI $ONDS $VERI and of course $QBTS etc. are all angling for 'customers'. So the screaming pundits advocating older mega caps are primarily cheerleading for the already-expensive overworked extended stocks; rather than 'new-era' tickers that they probably will heavily endorse 'after' success"  
[X Link](https://x.com/anyuser/status/1972655771696447785)  2025-09-29T13:32Z [----] followers, [----] engagements


"Evening note; as I work on my Daily Briefing. $BBAI I didn't expect to add; but while at the dentist much of the day I couldn't resist pausing to buy a few more $BBAI Calls and rejoice at two deals. one between Comcast Infinity internet $CMCSA and $QBTS (that affirms D-Wave's Quantum Advantage strategy I'd say; along with existing customers like MasterCard & Ford) and then noticed 'hot' $ONDS along with 'also hot' $UMAC both invested in $KOPN which I'm enlightening myself about. I think I'll write about all of this slightly this evening and more in the near future. Perhaps the potential is"  
[X Link](https://x.com/anyuser/status/1972807827316949004)  2025-09-29T23:36Z [----] followers, [----] engagements


"Good morning. shake & bake was the idea. Down and then up. Government shutdown impacts limited as history shows. Of course 'rocktober' begins forthwith; so give it consideration for S&P not our new-era stocks. Today also leads into the Yom Kippur holiday; which seasonally is often time to buy so in theory you have just brief interruption and then proceed to recover. New high in our Dragenfly as $DPRO $UMAC $ONDS $RDW and others generally firming. Plus Im watching $KOPN to see if it kicks in after $ONDS apparently invested in their recent capital raise. And looks like we were right about the"  
[X Link](https://x.com/anyuser/status/1973389305046310955)  2025-10-01T14:07Z [----] followers, [----] engagements


"$BBAI excellent for $BBAI and glad I added more around [----] . expecting double digits next year. Meanwhile heres a summary of my note about $DPRO (my words with some AI I played with). $ONDS and $UMAC investing plus US Army connects the dots rather evidently: Our recent pick Dragonfly $DPRO will supply its FPV technology a real-time game-changer for reconnaissance and tactical missions making it a high-priority for the U.S. military. And effectively in-use in Ukraine Note $ONDS (Iron Drone/Optimus) also has FPV capability. Draganfly will establish on-site drone manufacturing within U.S."  
[X Link](https://x.com/anyuser/status/1973402301881565424)  2025-10-01T14:59Z [----] followers, [----] engagements


"Interesting day; snapback when bears couldn't get much of a decline on 'shutdown'; and then rebound faded but coming back right now in the last hour. Especially $BBAI reflects this pattern; with naysayers or skeptics trying to hold it shy of [--]. A close above [--] or more tomorrow also supports my contention that the low-mid 6's was last good chance 'in' not out. In 'drones' connecting the dots is pretty evident as you look at $UMAC $LPTH $DPRO and especially $ONDS . even $RDW might sort of fit-in. They will swing a bit but primary trends should remain up for all of these"  
[X Link](https://x.com/anyuser/status/1973470546219442592)  2025-10-01T19:30Z [----] followers, [----] engagements


"Market X-ray: early good morning It may be Yom Kippur but new-era investors (Quantum aviation data analytics and drones). have nothing to atone for aside from impatience at the speed of it all coming together. As an analyst Im impressed with $ONDS rise and deft 4D chess assembly of new-era tech to defend the West and diversify in wireless rail networks too. If health permits Id value seeing Ondas Capital launch in DC at mid-month along with Mistral showing Ondas Iron Drone at the US Army Association gathering. ONDS may be the upstart integrated defense company of this generation. Strong hold"  
[X Link](https://x.com/anyuser/status/1973725525504917824)  2025-10-02T12:23Z [----] followers, [----] engagements


"PS: $ONDS first purchase for sale of Wasp drones in USA. Ondas Holdings is a strategic investor in Norway-based Rift Dynamics a defense technology company focused on the development and production of affordable attritable drone systems for military and security applications. Rift builds its platforms with a commitment to sovereign European and U.S. supply chains rapid scalability and operational simplicity. ONDS new high likely soon"  
[X Link](https://x.com/anyuser/status/1973733846546841948)  2025-10-02T12:56Z [----] followers, [----] engagements


"Market X-ray: A secular transition is established - and the semi-holiday quiescence of the Indexes revealed very starkly where the real action is; and it's heartwarming to say the least. 'Mostly' it was our Quantum and drones that rallied; S&P little. Not crowing too much but about a year ago I picked-up IONQ and sold it too soon for 'only' a double. But it triggered my interest in 'Quantum' to a greater degree and we ventured into 'lottery tickets' on the rest. Now they move into price discovery and C equals A wave measures (higher) to estimate roughly how high tickers like $QBTS or $ONDS"  
[X Link](https://x.com/stockseer/status/1974104570079957073)  2025-10-03T13:29Z [----] followers, [----] engagements


"PS: $BBAI unsure if BBAI dipped in-sympathy with the story of the Armys displeasure with $PLTR; bit Id think its an opportunity both to enter BBAI shares for late-comers . and for the newly advanced software of BBAI . Plus its just [--] days before BBAI and $ONDS will both be at the US Army Association Conference in DC; the years biggest for the Army. I hold both with conviction. And added some $KOPN mostly because Ondas invested in them. And Quantum like our $QBTS are all solid today"  
[X Link](https://x.com/anyuser/status/1974170086660358310)  2025-10-03T17:50Z [----] followers, [----] engagements


"Closing note: I 'will' do a weekend Daily Briefing for our members; not much to add other than post-Yom Kippur upside was the expectation; and really nice close today after a mid-session dip; all good on a Friday. One more thing: acceptance of 'most' of Trump's 'middle East' peace proposal by Hamas may be more of trying to start negotiating but I think that's too late. They've got until Sunday to accept (as is I suspect will be the U.S. response) . so stalling for more negotiations probably won't work unless it's right now which is on the Sabbath in Israel. Enjoy the weekend and look for more"  
[X Link](https://x.com/stockseer/status/1974207325557645461)  2025-10-03T20:18Z [----] followers, [----] engagements


"Awhile back Grasso (on CNBC 'Mad Money') mentioned he liked D-Wave; it didn't hurt our $QBTS. Today after the Close on CNBC he again said he likes QBTS best and also Ondas Holdings; probably won't hurt our $ONDS that he made it 'pick of the week'. I appreciate it; wonder who introduced him to both :) And that's fine. I think both companies can be superior going forward too"  
[X Link](https://x.com/anyuser/status/1974235178882195938)  2025-10-03T22:08Z [----] followers, [----] engagements


"Good morning. and OMG. now our long-held $AMD (since I met their Rizen chip product manager at IFA in Berlin in [----] and we later made AMD our pick of the year at 16-17). The OpenAI deal is a monster . we still hold about a third of our AMD after selling periodically parts over [---] and when it dropped to [--] saying over [---] eventually AND being part of AI given a little time. Well wow. Speaking of wow: is $ONDS going to be a 50-100 ticker given enough time Is $QBTS eventually a 100-200 ticker as D-Wave leads Quantum Is $BBAI being groomed for big gains (since $PLTR just declined Britains"  
[X Link](https://x.com/anyuser/status/1975182187147252057)  2025-10-06T12:51Z [----] followers, [----] engagements


"Dont blame the messenger; but is the British and Army souring on the political views of $PLTR giving $BBAI a tactical advantage I dont know . But BBAI CEO ran DHS and CBP and Kevins VP now runs TSA and BigBear already leads aviation screening. so connect some dots. I still think BBAI doubles or much more next year; and I already picked $ONDS as [----] pick of the year months ago. Oh a brokerage just initiated coverage of Ondas with a [--] target. Hilarious . one digit is off . maybe [--] haha . but long term much higher if they stick to their plan and execute smart. And yes the invested in $KOPN"  
[X Link](https://x.com/anyuser/status/1975187341623861538)  2025-10-06T13:12Z [----] followers, [----] engagements


"$ONDS . another offering . [---] mill . will likely be absorbed fast; likely pre-arranged for acquisitions. Remember CEO Eric Brock primarily is an M&A guy. this aims to be a sizable integrated defense and commercial security and wireless (rail) company. if it dips the doubles again. Also note $BBAI breaking out. So is $KOPN . Later . off to medical stuff"  
[X Link](https://x.com/anyuser/status/1975199961433157713)  2025-10-06T14:02Z [----] followers, [----] engagements


"PS: here goes $AISP and the Warrants which can exchange at [----] so are in the money (better leverage than the common). $BBAI to 8+ this week. Oh heck . too many and thank you"  
[X Link](https://x.com/anyuser/status/1975201826086735902)  2025-10-06T14:09Z [----] followers, [----] engagements


"Midday: taking notice of $LPTH having an off-site strategy session . I wonder if its in DC or Boston not in Orlando (Hint but unsure.) Is LightPath contemplating a bigger deal before the possible $LMT contract awards Dont know. But thinking $ONDS as both Ondas and $UMAC recently invested in LPTH. And Unusual Machines leased an extra [-----] sq ft of space in Orlando. I ponder whats yonder 🤔"  
[X Link](https://x.com/anyuser/status/1975247128986275953)  2025-10-06T17:09Z [----] followers, [----] engagements


"Market X-ray: drones & quantum remain at the helm and that likely persists as this is NOT a blow-off barring exogenous events and more like a race in computing from older classical-to-quantum (or hybrid) and wartime-economy level of spending on drones and counter drones ($ONDS etc). $AISP got at least some contracts and zoom after a year of silence now new high fast in Warrants especially as I wrote last week. Glad youre enjoying that. Same with recently added $KOPN. An Ondas partner. Oh $PLTR is an $ONDS partner . did you all know that Still early days believe it or not. Fortunes are made by"  
[X Link](https://x.com/anyuser/status/1975553792604049450)  2025-10-07T13:28Z [----] followers, [----] engagements


"Part 2: briefly. $LPTH is having an offsite strategy conference this week. My guess is at the Orlando Hyatt Regency for ease of colleagues to fly in and out; but I dont know. I hope that $ONDS CEO Eric Brock is the Charlie Wilson of new-era defense and orchestrating this from behind the scenes with LightPath CEO Sam Rubin who has been great at transforming LightPath. So maybe Sam will be like Louis Chevrolet and CEO Alan of $UMAC will be the Harry Olds (strong motors) while David Dunbars Buick will be the transmission making it run smooth. By now you know the saga of General Motors. Adding"  
[X Link](https://x.com/anyuser/status/1975559913754485146)  2025-10-07T13:52Z [----] followers, [----] engagements


"Noon update from 😬😳 dentist:) : market reversal is likely a test of the validity of yesterdays slight froth . and for institutions likely a dip they wanted to buy in. Lets see if they do this afternoon. Remember roctober wouldnt deserve the term without some ricking and some rolling. And on the way back up. ought to be led by Quantum and Drone tickers again. Cheers"  
[X Link](https://x.com/anyuser/status/1975595481775677778)  2025-10-07T16:14Z [----] followers, [----] engagements


"Market X-Ray: good morning casino Sellers must be frustrated as it's like pulling teeth to get a decline worthy of the name. Well the crowning touch should be higher prices in our new-era tickers allowing for ebb & flow (worry-wall climbing). Remember even in a blow-off bull market ending phase; the last part can be pretty dramatic on the upside. Presumably that's underway and not behind; and economic measures and agreements (and contracts) may ensure it to be so.Especially related to the coming TSA contract ((hello $BBAI )) and next weeks $ONDS Ondas Capital USA launch at the US Army"  
[X Link](https://x.com/anyuser/status/1975909009384190171)  2025-10-08T12:59Z [----] followers, [----] engagements


"PS: my earlier post if missed: $KOPN I wonder if $KOPN is part of the strategy meeting (unusually held offsite) in Orlando today by $LPTH and ponder who else might be there $UMAC and/or the real key to the Drone future . $ONDS $DPRO . Any flies on the wall about this Inquiring minds would like to know. Or the $QBTS speech today in West Palm Beacg"  
[X Link](https://x.com/anyuser/status/1975910644256813387)  2025-10-08T13:06Z [----] followers, [----] engagements


"Market X-ray: TGIF good Friday morning. Good market week; next week starts with Columbus Day Monday. Stock markets open; but trades settle a day later. Today is mixed. Ahead of US Army Association. One stock is zooming ahead of that. as $BBAI volume incredible for first hour. Also $LPTH consolidating under [--] after yesterdays run-up. Similar for $ONDS (about time it rested before likely moving even higher). Same for $QBTS. Quantum tickers bashed by pompous TV pundit who tried hard to defend his holdings on old era lagging or defensive positions that dont fit in this Generations markets. Only"  
[X Link](https://x.com/anyuser/status/1976660156772434155)  2025-10-10T14:44Z [----] followers, [----] engagements


"$BBAI Trump/China brouhaha likely gives trading entry opportunities in best tickers noted earlier . for rebounds later and next week. $BBAI $LPTH $ONDS and $QBTS likely as well. Even $DPRO at Army exhibit"  
[X Link](https://x.com/anyuser/status/1976671395292876830)  2025-10-10T15:29Z [----] followers, [----] engagements


"Happy Saturday: $BBAI : Fridays high volume morning upside breakout sent a message sum-ting-brewing. The enduing market carnage just gave investors an extra entry spot if they buy any residual weakness on Monday or Tuesday possibly before whatever is in the wings moves onto center stage. If its a large TSA deal; double digits would be likely. More I think stocks like $BBAI and especially $LPTH $ONDS and $DPRO will sprint ahead by midweek whether its a TACO market or not. And there is this implying CBP work too. Sure this wont likely show in Q3 Earnings but they really dont matter as much as"  
[X Link](https://x.com/anyuser/status/1977143306300657777)  2025-10-11T22:44Z [----] followers, [----] engagements


"Read my prior post: it is a TACO market. futures up on relief . And stocks that broke out technically early Friday before fading on Trump tariff threats should rally solidly as sum-ting-brewing. $BBAI $ONDS $LPTH $DPRO ; even $QBTS. Trumps Truth Social post tempers tariff talk as the president may not (I say will not) follow through threat to post a massive increase of tariffs on China. Today he said: Dont worry about China it will all be fine Highly respected President Xi just had a bad moment. He doesnt want Depression for his country and neither do I Trump wrote. The U.S.A. wants to help"  
[X Link](https://x.com/anyuser/status/1977514953817952349)  2025-10-12T23:21Z [----] followers, [----] engagements


"Market X-ray: good morning Happy Columbus Day Price discovery will be interesting . trades Friday settle Tuesday which structurally aids the solid upside (traders understand). Im thinking up to start of course and a bit of backing off for market-maker positioning then more upside. Later well see if China news continues to evolve favorably. Please refer to my multiple weekend posts and be glad Trump listens to Treasury Secretary Bessent. Tickers especially present at the US Army gig today in DC should do well. $ONDS also will launch Ondas Capital USA with a special party for brass and"  
[X Link](https://x.com/stockseer/status/1977719114022957293)  2025-10-13T12:52Z [----] followers, [----] engagements


"Solid day: excuse the bit of nostalgia earlier. Its a great year so far among all the skeptics. Its still worry wall climbing. Drones should join Quantum like our $QBTS and $RGTI in the lead . And little $LPTH partners with drones and also benefits from retreating from the China rare-earth dependence. It probably moves to double digits soon. More on drones: $DPRO indeed I listened to the CEO and looked at the Sarasota / Tampa partnership . seems like the US Army contract is just the start as Europe builds its drone wall. Plus ponder a takeover possibility. $DPRO is probably a $20 ticker"  
[X Link](https://x.com/anyuser/status/1977760081832992955)  2025-10-13T15:35Z [----] followers, [----] engagements


"$QBTS as much as I focus on the great potential of $ONDS and $BBAI and more ; lets not overlook our biggest holding of the past year . which Ive noted we prefer to hold entirely onto at least into [----]. its a long term gain since about [--] . but with gain sort of huge . we nurse it. sell none and do ponder if the $JPM interest in Quantum is going to assist $QBTS and our $RGTI oh to [---] or so next year 😳. And along the way $ONDS probes [--]. Today they expanded business with Norways Rift and lets see if the Secretary of the Army mentions Ondas later today. PS: $LPTH and $UMAC and $RDW waking up a"  
[X Link](https://x.com/anyuser/status/1977798072408133978)  2025-10-13T18:06Z [----] followers, [----] engagements


"$BBAI with all the cheering (and yes I encouraged staying the course expecting what you're seeing in $BBAI and Quantum tickers); there is more: may depend on the TSA contract size short-term; but overall I've tended to not worry about the ebb-and-flow of BBAI (or future partner $RDW) and I've focused more on BBAI Warrants being under-valued vs. options and so on; and I can see $BBAI as a 'high' (not low) double-digit stock next year if it executes reasonably. This whole year has been preparation; remediation; and staging the company for what's just starting"  
[X Link](https://x.com/anyuser/status/1977817855363067951)  2025-10-13T19:24Z [----] followers, [----] engagements


"This is a PS to my Daily Briefing just sent to members: 'if BigBear goes to 20; estimate BBAI Warrants press [--] or so'. Of course most all 'new-guard' stocks we're in are zooming and the critics are mostly stuck with the 'old guard' while hoping these pullback letting them in"  
[X Link](https://x.com/stockseer/status/1977901879137833271)  2025-10-14T00:58Z [----] followers, [----] engagements


"P.S. midnight Tuesday . to Daily Briefing subscribers who own Veritone stock. Congrats I got the report out late and didn't even notice the response of $VERI (which we own from what. 1.35-1.50 as I recall) . to news of their blowout sales in August. It's [----] on the Pacific. Active on chat boards; some call for a run to 20-30; but we'll see. Anyway once again we caught a good bargain. In all humilitary this has all been overwhelming. many lottery tickets and almost all seem to be paying-off. I am not suggesting selling either; and especially not in $BBAI or $QBTS or $RGTI or $AISP .ahh yes"  
[X Link](https://x.com/stockseer/status/1978307955318493352)  2025-10-15T03:52Z [----] followers, [----] engagements


"Market X-ray: Treasury Secretary Scott Bessent just said were not more than in the 3rd Inning of the AI boom . wow. thanks Scott youre assuring further gains on almost all our new-guard tickers today . fueled by short covering and breakouts to even higher levels . CapEx boom has Government doing exactly what they need to do. including tempering the China trade kerfuffle. Said well do the right thing for America whether stock market down or not. Precisely correct answer to my old CNBC. He also reinforced Federal participation in essential tech / mining / refining tech . a range of industries."  
[X Link](https://x.com/anyuser/status/1978450107151372473)  2025-10-15T13:17Z [----] followers, [----] engagements


"Market X-ray: good morning; S&P futures solidly up pre-open. I humbly appreciate a Senior Lockheed engineer yesterday telling me I wasnt just lucky but strategic; reasoning logically in connecting the dots methodically all year; both with Quantum and Defense/Drones plus data analytics. Its been a passion and effort so meant a lot to me. Heres our stance for newcomers: All year I've contended - we are at the beginning of financial rotation out of Mega Cap old-guard tech and into smaller-cap tech; with a focus on data analytics for a year -or three- (BigBear $BBAI and Veritone $VERI and to a"  
[X Link](https://x.com/stockseer/status/1978798632791871490)  2025-10-16T12:22Z [----] followers, [----] engagements


"11:30 am update: indexes up most stocks correcting. Looks like US Army conference in DC ended; no more news with Gov shutdown still on; and stocks correct. Painful for the recent chasers and sobering but also normal. Plus a couple stocks used the rallies to raise funds via offerings. Lets see how all this gets digested"  
[X Link](https://x.com/anyuser/status/1978845734851002859)  2025-10-16T15:29Z [----] followers, [----] engagements


"Post Thursday pummeling: financial media missing key trigger for a hiccup. Last Friday's drop generated crypto collapse and cross-asset sales / margin calls; but due to Columbus Day no settlements until Tuesday; hence the compelled liquidation of such margin calls for the most part would hit today. Nobody reporting this; but likely is the reality behind today's drubbing"  
[X Link](https://x.com/anyuser/status/1978924118721372339)  2025-10-16T20:40Z [----] followers, [----] engagements


"TGIF important reminder (repost if you wish as people are at a loss to realize why yesterday was likely to happen): Just recall my comment last weekend and last night if you missed it. The market crunch is fed by the crypto crash last Friday unrelated to issues media discusses. The Columbus Day holiday delayed normal settlements a day; hence compelled selling this Thursday (Tuesday margin calls went out plus [--] days to pay or be sold out to meet margin calls) . With crypto creamed people sold stocks which had value. Cross-asset sales. Again from last night: Post Thursday pummeling: financial"  
[X Link](https://x.com/stockseer/status/1979153296448160043)  2025-10-17T11:51Z [----] followers, [----] engagements


"PS: to investors asking about rebound odds: I cant give specific advice here. I will say residual broker margin sell-outs should lead to rebounds . erratically as its Friday but more dramatically next week as the Earnings Parade runs right into a likely Fed rate cut. Trump agreeing ti meet Chinas Xi helps too; but absence of unreported forced liquidations and redemptions likely the key to rebounds. I hope that adds context"  
[X Link](https://x.com/anyuser/status/1979155639981998154)  2025-10-17T12:00Z [----] followers, [----] engagements


"If I was still on CNBC or FOX Biz Id explain the margin / crypto spillover in clarity not buffoonery coming from a couple guys who totally missed the Quantum Computing run and want a market down so they can get in. They can quote me if they wish; but recall in [----] they muzzled my comments when I was on-air live warning of the CDO-CMO financial crisis risk before Bear Sterns or Lehman. This time the warning is the decline was fake (structural margin liquidations) and the bull market in Quantum (like $QBTS) drones (like $ONDS) and data-analytics (like $BBAI) isnt over"  
[X Link](https://x.com/anyuser/status/1979162135558025649)  2025-10-17T12:26Z [----] followers, [----] engagements


"Market X-Ray: good Monday morning. per my posts over the past [--] days . shakeout from delayed margins calls of cross-asset sales stemming from crypto collapse the prior Friday . we had our set-up for upside resumption now . higher then mild market maker pause for intraweek entry then higher still Almost bear-trap set-up (again as suggested days ago) especially for D-Wave and other Quantum tickers; led by $QBTS . $RGTI too. Also $ONDS expanded investment in Aventura (Miami) Safe-Pro; as Florida looms as drone-central for the USA. Include $UMAC $RDW and partner $BBAI (few see drone & Space"  
[X Link](https://x.com/stockseer/status/1980265306506596500)  2025-10-20T13:30Z [----] followers, [----] engagements


"Market X-ray: defensive start. Tuesday turnaround effort pending but no excitement. Earnings outperformance stable outlooks and AI tailwinds could be favorable as we move along though arguably the big cap tech stock prices already reflect positive expectations. Most new-era techs are backtracking and have more potential coming out of this funk. Getting a Federal shutdown ending plus anticipation of another quarter percentage point rate cut at the Federal Reserves late October meeting would surely help as what Id called rocktober wraps up soon. Im also looking for news from the Miami Drone"  
[X Link](https://x.com/stockseer/status/1980640435048468579)  2025-10-21T14:20Z [----] followers, [----] engagements


"Never know the future; but my 2:30 'trading low' update was perhaps not far off. Anyway $BBAI and $ONDS are also bouncing in nighttime trading; and $QBTS is in the low 30's now. Probably headed higher tomorrow"  
[X Link](https://x.com/anyuser/status/1981179288293691662)  2025-10-23T02:02Z [----] followers, [----] engagements


"Hilarious . after fighting me and Quantum all year the curmudgeon finally acknowledges the market likes Quantum and actually just said: D-Wave has the best technology. So in this case I hope inverse Cramer isnt valid lol lol. $QBTS has been clearly noted as our favorite Quantum and largest single holding in the space for one full year. This time next year I ponder if similar result happens for $BBAI or $ONDS :) . Just slightly humerus as both have good prospects. And others . even $RDW and sleeper $VERI . stay tuned"  
[X Link](https://x.com/anyuser/status/1981719614452043883)  2025-10-24T13:49Z [----] followers, [----] engagements


"$BBAI I queried AI to summarize yesterday's CBP statement. while in the past some Customs entry display screens came from multiple sources it seems software to truly 'screen' travelers and integrate CBP databases can best be delivered by BBAI. Recognize this now goes beyond 'departure gates' and 'baggage screening' doing that too) but 'inbound and departing' international non-citizen travelers (will be mandatory as this rolls-out over time). We remain optimistic. By the way new videos on $QBTS are around plus note prior critics in media and Forbes now talking of D-Wave going to [--] in time (I"  
[X Link](https://x.com/anyuser/status/1982150912908070989)  2025-10-25T18:22Z [----] followers, [----] engagements


"Sunday funday: probable strong market continuation from our ideal trading low last Wednesday mid-afternoon as youll recall Fed rate cut likely; more importantly China deal on-tap per Treasury Secretary Bessents Meet The Press remarks (almost glossed-over by the host trying to shift topics to agenda bias less relevant questions). Anyway pretty optimistic especially for a few of our tickers like $QBTS $ONDS and $BBAI plus several others that may relate ($RDW $KOPN $LPTH even $SOUN could rebound . etc.) cheers"  
[X Link](https://x.com/anyuser/status/1982484389016502540)  2025-10-26T16:28Z [----] followers, [----] engagements


"Overall market satisfactory and in range. per my Sunday comment and ahead of earnings and the Fed. As to $ONDS : My two-cents. I like today's '4Defense' deal . not worried about dilution as 'Ondas Capital' is funded for these deals. it's the plan and they are moving forward in building a fairly-broadly integrated 'drone-centric' defense firm; perhaps one of the first in an entire new era of smaller nimble defense players. I would not be surprised to see $ONDS even more involved with others we follow like $KOPH $UMAC or $LPTH. plus there are sleeper tickers like $DPRO or $UAVS that may be too"  
[X Link](https://x.com/anyuser/status/1982957631489667435)  2025-10-27T23:48Z [----] followers, [----] engagements


"Market X-ray: Fed on-tap. $UMAC mentioned in NY Times article about Trump Jr. and yes $ONDS has ties to it and $LPTH (even $KOPN). Lets look this morning at $BBAI: I think everyone recognizes the potential. Our view is BBAI can execute by virtue of a backlog they already have; the level of involvement at the Pentagon; level of involvement with Customs &. Border Protection; TSA plus airlines; Panama Canal with Blackrock -even $RDW for space satellite management- before you have formal contracts announced in these fields; so it points to progress. So I cant speak to emotional swings; but guess"  
[X Link](https://x.com/anyuser/status/1983504549114511575)  2025-10-29T12:01Z [----] followers, [----] engagements


"Happy Sunday . its a quite promotional video attached; but also concur about $ONDS potential. yes were in Ondas since around [--] buck; but continue buying dips resulting mostly from people interpreting higher authorized shares as dilution which isnt exactly how that works . its not an offering and some acquisitions may be accretive. Cheers https://youtu.be/ZU76nmBsxn4 https://youtu.be/ZU76nmBsxn4"  
[X Link](https://x.com/anyuser/status/1984849146839175627)  2025-11-02T05:04Z [----] followers, [----] engagements


"update [--] am: broad purge in most stocks; new-era included. and again a handful of big-caps artificially gives an illusion of strength to the Indexes. Not much can be said positively 'yet'; but pretty clearly depends on 'resolving the Federal shutdown' . really this week. It's important to note that the sell-offs are generalized among tickers; not any specific news item. Actually a plus is because it's emotional and/or stops being hit by a number of stocks; rather than anything factual relating to corporate news (broadly noted). It could be a bushwhacking event in-fact; if you soon get an"  
[X Link](https://x.com/stockseer/status/1985382860371476578)  2025-11-03T16:25Z [----] followers, [----] engagements


"PS: $ONDS did an interesting cyber acquisition announcement. Critics dont grasp that their ability to raise capital (far beyond other smaller drone / autonomous plays) puts Ondas in a really good position for growth provided the synergies really are as solid and sensible as they do seem so far. Great rebound candidate as already noted earlier. Just my opinion . have bought significant dips all along when they appear. Thinking double digits in [----] without much trouble if orders flow after these deals"  
[X Link](https://x.com/anyuser/status/1985730320662954472)  2025-11-04T15:26Z [----] followers, [----] engagements


"5:30 pm: I'm in the LightPath analyst call now; very impressed with the prospects. asking about numbers that would be transformational; aside their new deals with $ONDS $UMAC and perhaps more with $LMT. We have covered $LPTH for years and this is the most optimistic I recall"  
[X Link](https://x.com/anyuser/status/1988376066902384657)  2025-11-11T22:39Z [----] followers, [----] engagements


"PS: obviously no follow-through as backs returned to mostly sell not but; so far. Only $BBAI stands out as a star so far. A seller in $ONDS creates opportunity provided ER guidance is very constructive regardless of Q3 as its in a growth stage of course"  
[X Link](https://x.com/anyuser/status/1988643823501918227)  2025-11-12T16:23Z [----] followers, [----] engagements


"Market X-ray: brief comment as listening to the $ONDS analyst Call right now. Excellent so far; good prospects for shareholders; as their core growth plan working well. Ondas reports record results ongoing with a very robust growth outlook with excellent management execution and vision of building a unique integrated (more than just drone but that's the core) basically global defense company with a solid strategic growth roadmap based on strong global Demand for autonomous Drone Systems counter-UAS counter-mine (big humanitarian help by the way); overhead policing (commercial version of 'Iron"  
[X Link](https://x.com/anyuser/status/1988979355809149278)  2025-11-13T14:36Z [----] followers, [----] engagements


"Happy Sunday: looking for $ONDS to be particularly active on Monday: minutes ago in a rare interview these days Army Secretary Driscoll was just on CBS Face the Nation . and mentioned industrial and military cooperation in DRONE production to overtake what China and Russia can do and fast as well. (Secy. Driscoll also mentioned Army troops deployed assembling drones with US made components like brushless motors etc. This adds tickers like $UMAC and $DPRO or even $KOPN as likely beneficiaries as the United States rapidly gears up. I additionally wonder if $BBAI will have a software role"  
[X Link](https://x.com/anyuser/status/1990090548070273231)  2025-11-16T16:12Z [----] followers, 16.2K engagements

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