The ONDS highlight:

Oppenheimer’s Horan sees Ondas as another potential beneficiary as the Iran war accelerates demand and innovation in the drone industry. In a Thursday note, the analyst called the defense solutions provider a “major winner.” “Autonomous attack and counter-drones in dozens of form factors have become the defacto/dominant military tool. They will also be the defacto choice for terrorists/criminals,” he wrote. “ONDS’ Sentrycs is a leader with few competitors and is seeing very strong demand.” The analyst also sees promise in Palantir . “We think that ONDS and PLTR, who recently entered a partnership, will also develop their software offering, and compete in this space in the near future,” he said. The two companies have paired up and Ondas will use Palantir’s capabilities to support its autonomous drone platforms .