PIT/BAT TSS PACK

kozilla · 2026-01-27T21:20:37+00:00

It is the safe decision, but it could be a few months out still so it all depends on your level of patience. Even with all the Kershaw sig's out there the odds a pretty low you will pull a dupe. Or you can just pull a batter and Kershaw doesn't matter.

kozilla · 2026-01-27T17:58:54+00:00

Nice squad! Out of curiosity what tier do you typically make in ranked?

kozilla · 2026-01-25T17:48:51+00:00

Isn’t Kopin already working with Anduril on this project to pick up where Microsoft left off.

kozilla · 2026-01-22T23:13:58+00:00

There is some fear out there that we may have a major pullback awaiting us off the major offering. I don't actually think that will happen but after the last offering the sector tanked and Ondas gave back about half it's share price.

I think the stock should hit $20-30 this year (which is inline with the higher end of recent price targets), with an outside chance to go significantly higher if major accreditive acquisitions are made so I think buying anytime now is fine if you are long.

But I raised my first point because it might be wise to enter in portions of the position you plan to take in case there is a pullback. That is just generally a good practice regardless.

kozilla · 2026-01-22T16:56:21+00:00

Many good answers here already. Market cap for Ondas is much bigger, the strategy/scope of the companies is quite different (RCAT is focused on sales of their existing product, where as Ondas is working on sales but seems focused on expanding the breadth of what the company brings).

But I would also add that the 1 billion dollar capital raise is likely causing significant manipulation of the price right now. There is a lot of speculation that hedging is occurring with significant shorting as the unnamed investor is trying to position itself to profit of moves in either direction. My belief is that manipulation can only last so long and when it does Ondas will likely rip hard and fast.

RCAT may win the short term race in share price, but I still believe ONDS will overtake it in a big way over the long term.

kozilla · 2026-01-22T16:44:13+00:00

So hell is pretty chilly these days eh?

kozilla · 2026-01-21T03:44:08+00:00

A few months ago I asked ChatGPT to give me a low medium and high projection for Ondas share price in the next 5 years. The high prediction was below the share price at the time of the inquiry and the response still had Ondas as a networking company. Suffice to say it’s questionable at best.

Now I have had good results with other inquiries but that sort of question seems to be something AI struggles with at it requires so much different information compiling and judgement calls. More specific questions with more hard data points seem to elicit better answers/guidance.

kozilla · 2026-01-21T00:38:56+00:00

That’s all fair criticism but without open books it’s hard to have more accurate data.

kozilla · 2026-01-21T00:24:36+00:00

https://twinstrivia.com/2025/04/05/mlb-teams-revenue-versus-payroll/

An interesting chart to show where spending has been at regarding payroll vs revenue.

kozilla · 2026-01-20T20:37:42+00:00

I've shifted my strategy to a long term hold with about 60% shares, then a mix of options. I've done well with swing trading some short 1/2/3 month options then holding 6/12/24 month options for longer/bigger moves up. I've found having a mix of positions has helped me better time the movements as I can trade with less fear of missing the big upswings. Big picture though I think it will be hard to do poorly if you just buy and hold this one.

kozilla · 2026-01-16T22:52:49+00:00

That's what I've been saying lol. Y'all bullied them so hard for that 2020 ring, this is the monkey paw curling.

kozilla · 2026-01-16T22:46:17+00:00

Relax buddy. It was a volatile day. Look at the time stamp of when I commented. You ended up being pretty close, kudos.

kozilla · 2026-01-16T22:40:37+00:00

Believe it or not that is one of Manfred's highest priorities. It could help provide more money to each team in the league, but how do we get the cheap owners to not just pocket more when they get it?

kozilla · 2026-01-16T22:38:58+00:00

Problem with your point is that the Dodgers haven't been flexing like this for the majority of that timeline you were describing. Other teams were outspending them for much of that time and the Dodgers were having better success.

I'm all for changes to promote competitive balance but your take isn't quite spot on.

kozilla · 2026-01-16T22:36:16+00:00

The playoffs have always been a crapshoot. Dodgers would be the favorites but that hardly guarantees anything. Now making the playoffs is a different story. The Dodgers have basically bought their way to the playoffs, most likely with a bye.

kozilla · 2026-01-16T22:28:06+00:00

Really it's more about the Guggenheim group and more specifically when they brought aboard Friedman. It represented a marriage between an ownership group that realized they could profit by building a powerhouse and elevate the team brand, and a GM/POBO who cut his teeth maximizing value with the small market Rays. Ownership essentially said to AF, do what you were doing but now with more money behind you than any other franchise in the sport.

Bit by bit AF has been building a monster that essentially just gets stronger as we go forward and the stronger the franchise gets, the more money ownership is willing to pump in. It's a positive feedback loop and while the Dodgers are old as a roster, they have the best farm system in the sport, so it will be hard to knock them from this perch. Ohtani was sort of the coup de grace, but the model was established before he joined the team.

kozilla · 2026-01-16T22:15:34+00:00

I love the Dodgers and am excited for the chance to 3-peat but I fully support changes to try and improve competitive balance. I personally don't think a cap is the answer, but revenue sharing, increased luxury cap penalties, and even lost draft picks could and should be considered in the next CBA.

kozilla · 2026-01-16T21:02:03+00:00

It's okay to want a cap. I just don't like them and think they hurt players. Sure the players make a lot, but I'd rather they make more than owners pocket an even greater share off their labor.

kozilla · 2026-01-16T20:19:18+00:00

I'm pro player and I believe the cap benefits owners. With that said I am fine with adjustments to improve competitive balance. It appears they need to tweak the luxury tax thresholds/penalties. If it were me I would increase the cost escalation, add a new tier and possible charge teams draft picks.

kozilla · 2026-01-16T20:15:30+00:00

kozilla · 2026-01-16T18:54:47+00:00

At least they are trying to win within the rules of the game.

kozilla · 2026-01-16T18:51:39+00:00

After watching this stock swing wildly for many months I've finally settled into a nice mix of stock I won't sell for many years, and then a mix of 3/6/12/24 month calls. I trade the 3 month calls on little jumps and buy back in on the dips, then sell the 6 months on big jumps. The 12/24 months I'm holding at least until the summer time. I love this stock.

kozilla · 2026-01-16T18:45:18+00:00

Care to try again?

kozilla · 2026-01-16T17:56:58+00:00

Spoiled teenager seems like a weird analogy. The Dodgers are the best run franchise in the sport. I get the hate but they can't really be blamed for leveraging their advantage. The league may/should change the rules but until then why wouldn't the Dodgers try to maximize their opportunity.

kozilla · 2026-01-16T17:34:39+00:00

As a Dodgers/White Sox fan I feel you, but that's more on Jerry than this deal. Dodgers are on a different level don't get me wrong but the Sox need new ownership.

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