I continue to collect and average up my position in ONDS because the company is no longer just a speculative connectivity play—it is steadily positioning itself at the intersection of critical infrastructure, defense, and private wireless networks. Ondas' focus on mission-critical communications, particularly through private 5G and advanced wireless solutions, gives it exposure to customers that value reliability, security, and long-term partnerships over price competition. This creates a different demand profile compared to consumer-facing tech, with higher switching costs and more durable revenue potential.

Another key reason is the structural tailwind from digitalization of industrial and government operations. Rail, defense, utilities, and industrial automation are increasingly dependent on secure, low-latency wireless networks. Ondas' solutions are purpose-built for these environments, not retrofitted from consumer telecom use cases. As governments and enterprises modernize legacy systems, ONDS stands to benefit from multi-year investment cycles rather than short, one-off contracts.

From a strategic perspective, I am encouraged by the company's execution progress and expanding addressable market. Recent developments suggest stronger commercial traction and validation of its technology, which reduces the binary risk often associated with small-cap tech names. As visibility improves, the market tends to reprice these businesses gradually—this is precisely the phase where averaging up makes sense, as fundamentals start catching up with early positioning.

Finally, averaging up in ONDS reflects my belief that long-term value creation is unfolding, not yet fully recognized. While volatility remains, the risk-reward profile improves as the company transitions from potential to proof. I am willing to add at higher prices because the investment thesis has strengthened—not weakened—and I prefer to scale into companies where conviction grows alongside execution, rather than anchoring solely to an initial entry price.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.  

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