1️⃣ Why am I making this trade now?
After taking profits previously, I am adding more to my sell puts position on Ondas to collect more premium while waiting for stock price to recover. If not, I am ok to be assigned shares at a lower net cost basis.
2️⃣ What’s my plan from here?
Ondas has a proven business and continue to build their automated drone and wireless network segments. I will track their next earnings updates around 16 Nov 2026 to decide further on the next course of action. I am further encouraged by the recent news on Ondas and Palantir partnership to launch a brand new AI company for developing specialized AI models for defense and military missions. This will definitely be bullish for Ondas.
Modify on 2026-10-13 14:35
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- JesseBerkeley·10-13 12:12TOPThis partnership changes the valuation setup more than people think. The AI-for-defense angle could carry way better margins than the legacy drone story.2Report