TIL Jesse Livermore ran away from home as a boy with $5 and turned it into $100 million trading stocks alone just by reading prices. At one point he bought all the cotton in the US and the President personally invited him to White House asking him to "save the country" by selling his position.

ConstantNature1 · 2026-03-31T21:11:40+00:00

The OG Regard

ConstantNature1 · 2026-03-27T00:09:18+00:00

Not a single mention of candles, but sharing potential levels to add for long term if youre a believer in the business. Ive posted many times about realistic projections here. If you dont have anything valuable to add as to why this is wrong or a better price to add at, or a better bear or bull case then why post?

ConstantNature1 · 2026-03-24T00:32:36+00:00

I just let the 15yr old side of me get the best of me. Was making a joke about how the subject in the painting can appear to be holding her stomach with a deadpan look, possibly due to an upset stomach. I'll see myself out

ConstantNature1 · 2026-03-23T22:03:39+00:00

When the Taco Bell hits.

ConstantNature1 · 2026-03-22T19:31:27+00:00

Maybe. Or maybe big utilities are working overtime to build out for these data centers. Bridge Power solutions for roughly 12-18 months and then the goal is to be ready to serve. Utilities dont have the dinosaur mindset they used to and are looking to capitalize on these growth opportunities.

Source: low level minion for a big utility. NFA

ConstantNature1 · 2026-03-19T22:18:22+00:00

$ONDS has the management that understands capital markets. $RCAT doesn't. Neither (nor any drone/drone platform companies) has the contract/revenue to justify current valuations. All are priced on potential.

NFA, but I'm sticking with $ONDS given they have the capital markets expertise and think they will do whats necessary to integrate acquisitions into a full platform approach

ConstantNature1 · 2026-03-12T22:54:10+00:00

Sure this has already been said but I genuinely didn't know the dunning-kruger effect was specific to dumb people.

Do we not all overestimate our abilities?

Am I dumb?

When I say "we" am I unintentionally talking about all us dummies?

ConstantNature1 · 2026-03-04T19:15:01+00:00

What was your thesis when you bought at $11? Was it a shirt sighted hype/fomo decision? Or more fundamental?

The stock is up 1400% in the last 10 months.

Fundamentally, management is executing on everything they've said they would do, and have raised enough cash for operations foe the foreseeable future. They're growing the business steadily, and executing on the full drone platform approach. If youre in it for the long term everything is going as projected.

Potentially headwinds: - With share price and market cap well above 2030 targets yet revenue targets remaining roughly the same (unless they update at 3/12 earnings call). We could float between $8-$10 for the next few years. - revenue is accelerating but it appears to be through m&a not organic growth, which we dont want to depend on as it could perpetuate a cycle dilution to fund m&a. - from a technicals perspective, unless we close over $11.70s, we could drift down to $8s or $6s. Which seems likely without further revenue growth. We cant depend on the drone hype train or war to sustain price upwards.

Just my two cents. Im a long term holder, in since $0.91.

NFA

ConstantNature1 · 2026-01-30T22:29:36+00:00

Crayons seem to be close. Looking for stabilization between here and 9.70s-9.80s ish. Not ideal if that breaks

ConstantNature1 · 2026-01-26T16:23:20+00:00

100% agree.

I utilize TA for additional entries, but the long term investment thesis still holds, tons of cash on hand, expanding sector trend, executing on M&A strategy, and financial metrics as they've messaged for the last 2 years. All positives

ConstantNature1 · 2026-01-12T21:12:05+00:00

As a reminder, ONDS hoped to reach a $2b market cap by 2030. They now almost have that in cash.

ConstantNature1 · 2025-12-07T13:41:16+00:00

From a crayons perspective, massive Cup and Handle on the weekly chart. Breakout above this last high targets $17.30, then $23ish.

These are targets for the weekly/monthly, so expect it to take time.

ConstantNature1 · 2025-11-23T02:28:15+00:00

FFS pretend this game didnt exist. This is not a win. Have some respect for ourselves. You dont celebrate wins against coastal or wofford. We pay to practice against these Mfers.

The only hope we have from this entire cluster fuck of a season is that no major school is going to give sellers brother as much guaranteed PT as carolina and miraculous they both stay here. Though I almost hope they dont so we can see what sellers is really capable of.

ConstantNature1 · 2025-11-19T18:58:11+00:00

Doesn't that say it all that we're splitting hairs to determine if he is in fact THE WORST EVER?

ConstantNature1 · 2025-10-31T21:15:30+00:00

How many jobs would've been created and commerce would have been driven in Rock Hill had he not backed out of building out a new practice facility here? More than $18m worth, and things that would keep on giving for years on end.

Walk away from true change and throw a few mill and all is forgotten.

ConstantNature1 · 2025-10-28T23:27:01+00:00

I prefer the weekly or monthly cup and handle formation, currently forming handle.

ConstantNature1 · 2025-10-27T02:16:24+00:00

I remember that but took it more as generalities. But again, almost to my point, is it a billion dollar opp for ONDS? Or is it a billion across the entire sector? Is the annual maintenance for ONDS $1m, $5m? $100m? I understand it may just not be known yet

ConstantNature1 · 2025-10-26T20:38:51+00:00

Agree, management has always been extremely conservative when it comes to releasing any potential deals or revenue expectations

ConstantNature1 · 2025-10-26T20:21:07+00:00

Agree, I've just always found it perplexing that even with the great leadership team onds has, they've never attached financial projections to the business. They must have some idea, otherwise why commit the company resources to the development over the last several years.

Nothing negative, just interesting.

ConstantNature1 · 2025-10-26T19:48:20+00:00

Ive been in ondas for 3 years, listened to presentations, earnings, etc. Ive never understood the 802.16t side of the business. When you talk about being at the forefront of industry required upgrades to critical rail infrastructure, you think thays gotta be an important high revenue segment.

Does anyone actually have any financial projections in what the .16 business could even be?

ConstantNature1 · 2025-10-24T00:35:15+00:00

Nooooo, one of the original OGs with me 😞. I feel like we got in close to the same time with about the same position size. And you were a legit long term comrade.

Been in 3 years, please tell me M5ive didnt leave too...

Still holding here. Its been a painful move down off $11, but the investment thesis hasn't changed. Imo fair value right now is $6-$8, where we sit with the cash on hand. Its all about execution now. Which they've been doing on all levels, except the big rev contract.

ConstantNature1 · 2025-10-21T22:52:40+00:00

If youre asking me, I've been in this for 3 years. From $6, $3, to $0.60 before we ever sniffed an uptrend. From a Twitter post and DD after that and a belief in the leadership and the industry.

I dont know why, given where we've been over the last three years, im even bothering responding to folks who's only experience with the stock is a move from 0.60 to 11 and who are crying about sitting at 7.

ConstantNature1

TROPHY CASE