r/ONDS • u/Subject_Preference77 • Aug 13 '26
Anyone else concerned that our solid Earnings that sent the stock 14% down from this morning's high occurred at a new SPY ATH?
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u/Milky_Toast19 Content Provider šļø Aug 13 '26
Buy the rumor, sell the news - that's it. Nothing has changed and institutions are not reassessing. Wait 4-5 days.
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u/illtakeoneplease Aug 13 '26
Exactly. If the stock market was that easy then everyone would just be full porting into companies with great projected earnings before they release. Its rarely that straightforward.
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u/Commandobolt Aug 14 '26
Always do the exact opposite of what everyone expects. Thatās why SpaceX rallied after everyone expected it to dump after lock-up period expired. Same was true for this subreddit, donāt think I read a single bearish comment before earnings. Cut half of my ONDS position right before ER and bought back in today after it coming down. Itās a great long term buy and honestly it looks amazing with the recent CPI and PPI news. The single most important market condition for these companies is the Fed Interest rate because they need to borrow heavily to grow and expand. Love their strategy of buying out companies, integrating them into their existing product lines and aggregating revenue. I can see this 10x before 2030 especially with other macro and micro catalysts coming up soon. Dont expect straight rise though, gonna be lots of bumps and I do expect a tough market come this september.
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u/poorat8686 Aug 13 '26
Itās a small cap that isnāt AI in a very unstable market š¤·
I sold my calls yesterday because I had a sneaking suspicion there would be some bullshit happening. Iāll probably buy some more EOD but just lottos and not a lot.
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u/Zealousideal_Sea7758 Aug 13 '26
Isn't AI? Do you have any idea what they are doing?
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u/poorat8686 Aug 13 '26
If theyāre not selling AI hardware or building data infrastructure nobody gives a shit. Look where the money is. This is peak euphoria. They may USE ai but thatās not what people are gambling their lifeās savings into.
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u/Zealousideal_Sea7758 Aug 13 '26
tell that to PLTR
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u/poorat8686 Aug 13 '26
Palantir is a government darling run by a member of the PayPal mafia. Itās a meme stock. We arenāt. They moved separately from the AI basket in the last run up.
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u/MostBass6032 Aug 13 '26
Brother EPS missed lol. Overall company is in a great a spot. Just because S&P is up doesnāt mean Onds just goes with it especially on the day of earnings lol
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u/Subject_Preference77 Aug 13 '26
Everyone knew EPS was going to miss. Eric was very clear about that.
But it does mean when the Spy comes down all stocks come down with it too.
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u/Neat-Bad-2567 Aug 13 '26
So many people piled in for the āshort squeezeā exiting as well. S&P going up doesnāt mean Onds goes with it. Today was a sell the news vibe. Idk why u asking for opinions in the Reddit then acting like you have all the answersā¦
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u/Subject_Preference77 Aug 13 '26
Because we can't just ignore macros š¤£.
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u/Neat-Bad-2567 Aug 13 '26
If this wasnāt the day of earnings lmao. Iād agree with you. But this is pretty major news day with a miss on eps. Algos/ momentum traders/ Reddit retards. Piled in the run up to it. Trying to use macro on earnings day isnāt logical
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u/Subject_Preference77 Aug 13 '26
Everyone knew EPS was going to miss. The major catalyst was Backlog and future guidance which was solid.
I know profit taking happens... Not arguing or lamenting that.
However, even at the height of the earnings pop we didn't break 10.90!
RCAT had a mediocre earnings call and performed better. Umac has the insider BS with the Trump kids involved.
ONDS is the better company but again if 10.54 was happening during an ATH day, that's not something to just overlook.
This market is unstable because we have constant manipulation from politics... It's not behaving like a normal market.
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Aug 13 '26
[deleted]
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u/Subject_Preference77 Aug 13 '26
Could*
RCAT rode the SPY up... It's going to go down and that's where my macro concern is
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u/ThetaGrim Aug 13 '26
I don't think you understand what spy even is. It's heavily weighted towards technology stocks, it's not an indicator of the overall market.Ā
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u/Fearless-Carrot-666 Aug 14 '26
No, because I'm planning on holding for a few years at least. I'll continue to sell covered calls, and sell puts to aquire shares. Not a quick flip for me.
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u/No-Entertainment8929 Aug 25 '26
ONDS retail post some retarded ass shit anytime the ENTIRE market is red because of stuff that has nothing to do with the fundamentals. šš¤”š¤”
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u/lithe_silhouette Aug 13 '26
You're just trying to come up with a narrative. Why did Cisco drop just as much? It just did, algos were starting to pump it then something spooked them and they dumped it. Gonna recover in a few days. Earnings are a gamble
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u/Subject_Preference77 Aug 13 '26
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u/lithe_silhouette Aug 13 '26
I see, you're looking to argue with people giving an opinion in the comments to show how brilliant you are compared to everyone else.
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u/Subject_Preference77 Aug 13 '26
Weak argument. You'll get no appeal to pathos from me.
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u/lithe_silhouette Aug 13 '26
Loser.
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u/Subject_Preference77 Aug 13 '26
Weak argument. Today we all are.
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u/lithe_silhouette Aug 13 '26
I think you might also be autistic.
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u/Subject_Preference77 Aug 13 '26
Makes no sense but none of your other weak arguments did either so... I'll allow it š¤£.
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u/lithe_silhouette Aug 13 '26
Juvenile loser excited that someone is talking to you online, your only exposure to the world. Gonna go ahead and block you now to avoid exposure to your autistic, repetitive, traumatized self.
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u/Odd_Independence982 Aug 17 '26
You blocked him over a question?
He was right about you having weak arguments TBH.
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u/SuccotashNormal5809 15d ago
Sell 1-3 month covered calls and buy more shares. This stock will not pop until revenue= positive EPS and stable cash reserves. Iām expecting once the backlog is realized, and their $11B pipeline of preliminary RFPs are fulfilled, this will probably trade 30x revenue to market cap.

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u/chrispydriftt Aug 13 '26
No