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Comments
From a thematic standpoint, Ondas is well aligned with the shift toward unmanned systems, surveillance & autonomous warfare. The market isn’t just reacting to bigger budgets, but also to a change in spending priorities that favors next-generation capabilities where smaller, innovative players can stand out.
The executive order redirecting capital from buybacks into capacity & R&D could further support companies like ONDS. After such a sharp move, volatility is likely, but I view today’s rally as part of a broader re-rating of drone and defense-tech stocks rather than a one-off spike.
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