$Ondas Holdings Inc.(ONDS)$ Points to ponder.
The noise votes, but the backlog weighs. Sure, there is short-term stock volatility, but I'm focused long-term on Ondas' massive, surging backlog, which grew to $757 million pro forma following major defense acquisitions.
Sovereign defense isn't built overnight, it's scaled by execution. Ondas is transforming into a Tier-1 defense prime, backed by its $11 billion two-year pipeline and its new Regna AI partnership with Palantir PLTR.
Ondas isn't just riding the wave of the AI and drone boom. Ondas is quietly constructing the architecture that makes true multi-domain automation possible.
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