This Might Be A 100-Bagger
Happy Friday Jr!
I’m excited to revisit a name we’ve discussed in the past. This is a stock that netted a 41% gain at the beginning of the year, and is now back in play!
Ondas Holdings ($ONDS) builds the digital nervous system for critical infrastructure - secure industrial wireless networks and autonomous drones that monitor, protect, and automate rail, energy, and defense operations.
I first shared my bullish sentiment in early-December.
Ondas Holdings Makes Headlines - 12-9-2025
This post was after the company disclosed a record-setting earnings report on November 13th. The highlights include,
- 600% YoY Revenue Growth
- 60% QoQ Revenue Growth
- Increased FY 2025 Revenue Target
Incredible results.
On January 12th, the company closed a $1B offering, above the market, and the stock was unfazed… Unusual activity to say the least. It’s common to see a stock drop (cc $JOBY) when it announces an offering.
Over the last few weeks, Ondas secured several contracts with countries like — Israel, Germany, Ukraine, and an anonymous country in the Asia-Pacific region. I’d encourage you to visit its Investors Relations page for more info.
But let’s keep it simple.
Ondas is a next-gen, small-cap telecommunications company serving private + sovereign clients around the world. It’s growing exponentially, and is well-positioned for the future.
It’s also one of the strongest stocks since Trump’s Tariff Tantrum last April. In that time, $ONDS is up 1,400%. Winners Win.
I embolden “small-caps” + “telecommunications” above because these are two groups displaying relative strength.
Here’s a 3M performance chart.
If that wasn’t enough, $ONDS has an “insanely high short interest - 1 in every 4 shares short.” (ht Sam Gatlin)
These “shorts” are just fuel to the fire. At some point, they’ll be forced to cover. :)
So here’s how I’m seeing it —
If we’re above 12.50, next stop is 15, and then 20. (ht Kenny Glick)
And who knows - maybe it goes to 100. lol - we’ll see.
But seriously - check out the volume accumulation on the weekly chart. Not bearish.
I would like to caution - $ONDS is a squirrely stock, often whipping +/- 10% in a single session.
Size accordingly.
P.S. - Earlier today, Jeff Macke + JC Parets went live to discuss how AI has infiltrated Retailers around the world. Macke is the King of Retail, when he speaks, I listen.
In case you missed it, here’s a link.
Disclosure: This is not financial advice.
