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@widy.brighton:Short-sighted sellers are dumping $Ondas Holdings Inc.(ONDS)$ right now because of the near-term operating expense hump from integrating their recent wave of acquisitions (Mistral, World View, Sentrycs). Yes, Q1 expenses spiked to $67M, but focusing strictly on trailing net losses completely misses the exponential top-line velocity. Management just locked down over $30M in new orders in May alone, pushing Q2-to-date order flow past an incredible $110M. More importantly, because of this massive commercial traction, they officially raised FY2026 revenue guidance to at least $390M and pulled forward their projected adjusted EBITDA profitability timeline by a full six months to Q1 2027. This temporary pullback is giving patient capital an incredible e

@widy.brighton:Short-sighted sellers are dumping $Ondas Holdings Inc.(ONDS)$ right now because of the near-term operating expense hump from integrating their recent wave of acquisitions (Mistral, World View, Sentrycs). Yes, Q1 expenses spiked to $67M, but focusing strictly on trailing net losses completely misses the exponential top-line velocity. Management just locked down over $30M in new orders in May alone, pushing Q2-to-date order flow past an incredible $110M. More importantly, because of this massive commercial traction, they officially raised FY2026 revenue guidance to at least $390M and pulled forward their projected adjusted EBITDA profitability timeline by a full six months to Q1 2027. This temporary pullback is giving patient capital an incredible e

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@Shyon:$ServiceNow(NOW)$ ServiceNow ($NOW) has been one of the software stocks I continue to accumulate through dollar-cost averaging, even as the broader software sector experiences periodic pullbacks. While market sentiment has shifted away from high-multiple technology names in recent months, I view the current weakness less as a threat and more as an opportunity to gradually build a position in a high-quality business. The reason is simple: ServiceNow remains one of the most important enterprise software platforms in the world. What started as an IT workflow solution has evolved into a mission-critical operating system for large organizations, helping companies automate processes across IT, HR, customer service, security, and operations. Once emb

@rifqimhmmd:$Tiger Brokers(TIGR)$ To effectively summarize and analyze an event quickly, one must develop sharp observational skills, critical thinking abilities, and a knack for concise reporting. By being present and attentive, taking mental or written notes, and evaluating the relevance and impact of the event, these skills will help streamline the process. It is also essential to focus on the key points and the intended outcome of the event, eliminating unnecessary details to deliver a clear and concise summary. Furthermore, utilizing analytical frameworks and referencing data can greatly enhance the validity of one's analysis, allowing for greater confidence in the evaluation of the event's outcomes.