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Hero Investor retweeted
$ONDS 1 year ago: $8
$ONDS today: $6
Q2 revenue 1 year ago: $6.3M
Q2 revenue today: $83.8M (13x)
Backlog end of 2025: $68M
Backlog today: $757M
2025 full-year revenue: ~$50M
2026 guide: $525–550M
Q3 guide alone: $140–155M (nearly 3x ALL of 2025)
Organic growth: +85%. Not just acquisitions
Cash: $1.4B
1 year ago: "drone company"
Today: Neo-Prime. Prime contractor on $1+ billion of DoW contract vehicles, $PLTR powered, backed by $LMT, counter-UAS, ISR, autonomous air + ground
The business went vertical, the stock went down, one of these charts is wrong
All eyes on November 12th
More bullish than ever
NFA
$ASTS x TELUS: first integration test linking terrestrial wireless to AST satellites is done — direct-to-smartphone broadband in Canada. Calls, texts, data on regular phones, no special hardware. Service within a year.
Top institutions aggressively loading up on $NBIS:
• Goldman Sachs: +13.3M shares (+135.8%) → 23.1M shares ($4.4B)
• Bank of America: +4.6M shares (+309.6%) → 6.1M shares ($1.7B)
• Invesco: +5.2M shares (+293.5%) → 6.9M shares ($1.9B)
• BlackRock: +1.6M shares (+16.0%) → 11.5M shares ($3.2B)
I think the biggest mistake people make with $NBIS is assuming what the company is today is the company it will be 5–10 years from now.
The data centers and GPUs are the foundation.
The real prize is moving up the AI stack — cloud, inference, developer tools, managed services and eventually a much broader enterprise AI platform.
If they execute, $NBIS could become a lot more than a data center company.
$ONDS has been getting a lot of contracts lately and it’s getting hard to ignore.
Some of the recent wins:
• $52.9M U.S. Army order
• $9M IonStrike + Fire Control System integration
• $6.9M Australian Defence counter-drone order
• $6M+ U.S. Air Force Grasshopper program
• $4.8M U.S. Navy/SOUTHCOM ISR contract
• Multi-million dollar Israel MOD drone order
• Multi-year Cyberhawk deal with SSE
• New Dronebuster REACH contract with the U.S. Office of Naval Research
Hero Investor retweeted
$ONDS The disclosed contract/order values I’ve found so far as of today that we can fully verify are:
• U.S. Army LUS / Mistral — $240M+ cumulative awards
• DZYNE ULTRA / U.S. Air Force — $100.47M
• Separate ULTRA order — $18.8M
• INDO military engineering — ~$68M
• 4M Israeli demining — $15.8M
• 4M Israeli border program — $10M
• IonStrike — $9M
• Australian Defence C-UAS — $6.9M
• DZYNE Grasshopper / AFRL — $6M+
• Sentrycs Middle East — ~$6M
• World View / SOUTHCOM — $4.8M
💰 GRAND TOTAL: ~$505.8M+
And that does NOT include the numerous contracts/awards where dollar amounts weren’t disclosed — including the new Dronebuster REACH/ONR contract, additional Dronebuster awards, Sentrycs/FIFA/NFL deployments, Lockheed Martin/Sentrycs integration, Digital Bat, Cyberhawk/SSE, and other DZYNE programs.
So $505.8M+ is a verified conservative total of the specifically disclosed, non-overlapping awards/orders listed above.
Yeah I think we’re gonna make that guidance and then some!🔥
Hero Investor retweeted
$SPCX 2T
$RKLB 40B
@RocketLab is 2% the size with 50x the upside just to equilibrium.
I was calling $SPCX 5T by 2030 when they were a few hundred billion. I think $RKLB could hit 1T by 2030 that's a 25x from here.
NOT FINANCIAL ADVICE
PERFORM YOUR OWN DUE DILIGENCE
Hero Investor retweeted
Estimated 5-year sales growth:
Nebius: +9,673%
IREN: +4,814%
SpaceX: +2,152%
CoreWeave: +1,455%
Cipher: +1,191%
Nvidia: +978%
Palantir: +747%
Micron: +735%
Applied Digital: +721%
Broadcom: +572%
AMD: +531%
SK Hynix: +514%
Arm Holdings: +446%
Rocket Lab: +379%
Oracle: +275%
Reddit: +260%
Snowflake: +239%
Cloudflare: +234%
Taiwan Semi: +211%
Arista Networks: +206%
Shopify: +201%
AppLovin: +190%
Datadog: +173%
Vertiv: +169%
DoorDash: +156%
ServiceNow: +138%
MongoDB: +127%
Tesla: +116%
Eli Lilly: +104%
Robinhood: +102%
(avg analyst revenue estimates)
$ONDS’ growth is ridiculous.
Q2 2025 revenue: $6.3M
Q2 2026 revenue: $83.8M
That’s more than 13x in just one year!
And pro forma backlog has exploded from $68M at the end of 2025 to $757M.
Now they just have to integrate all the acquisitions into one!
$ONDS is just like my other favourite $NBIS where forward valuation is much lower than today’s valuation using P/S.
This tells us either the company is expected to grow significantly relative to its price in the future. Or that future is not really priced in..
Notice $MCD - McDonald’s has a low multiple because it is not high growth.
The most interesting part of $ASTS isn’t the satellites. It’s the distribution model.
AST SpaceMobile doesn’t need to convince billions of people to become customers from scratch.
It partners with the carriers that already own those customer relationships — AT&T, Verizon, Vodafone, Bell, Rakuten and others. Its operator partnerships collectively reach ~3 billion subscribers.
The product is also unusually frictionless: no new phone, dish or specialized hardware. Your existing smartphone is the terminal.
That changes the investment thesis.
If the constellation works at commercial scale, ASTS isn’t building another wireless carrier.
It’s building infrastructure that existing wireless carriers can plug into.
That’s what makes $ASTS interesting.