My focus today is
$Ondas Holdings Inc.(ONDS)$ , which surged nearly 20% intraday after Trump proposed a US$500 billion increase in U.S. military spending. While the news lifted the entire defense sector, I find it telling that money quickly rotated into drone & advanced defense technology names, signaling expectations of a more tech-focused military expansion.
From a thematic standpoint, Ondas is well aligned with the shift toward unmanned systems, surveillance & autonomous warfare. The market isn’t just reacting to bigger budgets, but also to a change in spending priorities that favors next-generation capabilities where smaller, innovative players can stand out.
The executive order redirecting capital from buybacks into capacity & R&D could further support companies like ONDS. After such a sharp move, volatility is likely, but I view today’s rally as part of a broader re-rating of drone and defense-tech stocks rather than a one-off spike.
@Tiger_comments @TigerStars @TigerClub
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments