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@YoYInvestor • 8,737 subscribers

Early $ONDS investor. Sourcing alpha. Nothing I say should be interpreted as financial advice. I am not affiliated with any of the companies I discuss here.

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🌊🚀 $ONDS CEO ERIC BROCK: WE’RE NOT IN THE WATER YET, WE’RE NOT INTO SPACE YET… YOU COULD SEE US INVEST THERE 🌊🚀 As $ONDS continues to assemble a true multi-domain system of systems, eventual acquisitions in the space and maritime domains feel more like a “when” not an “if.” Let’s see what happens ⏰

🌊🚀 $ONDS CEO ERIC BROCK: WE’RE NOT IN THE WATER YET, WE’RE NOT INTO SPACE YET… YOU COULD SEE US INVEST THERE 🌊🚀 As $ONDS continues to assemble a true multi-domain system of systems, eventual acquisitions in the space and maritime domains feel more like a “when” not an “if.” Let’s see what happens ⏰

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$ONDS NEW: ROBOTEAM UNVEILS “TERMINATOR,” A MODULAR COMBAT ROBOTICS UNIT FOR AUTONOMOUS FORCE DEPLOYMENT 🔥🔥🔥 What you are seeing here is the future of warfare. Ondas is at the forefront.

$ONDS NEW: ROBOTEAM UNVEILS “TERMINATOR,” A MODULAR COMBAT ROBOTICS UNIT FOR AUTONOMOUS FORCE DEPLOYMENT 🔥🔥🔥 What you are seeing here is the future of warfare. Ondas is at the forefront.

109,529 views • 2 months ago

$ONDS This is surreal to watch. Jordi Visser is a 30+ year Wall Street macro veteran. Anthony Pompliano is one of the most influential voices in finance, and shapes how millions of investors think. Both are discovering Ondas right now. Just look at the smile on Anthony Pompliano 🌪’s face as he describes Ondas to Jordi Visser. We’ve known about this. We’ve been here. This is what the early innings of a decade-long investment cycle looks like. Thanks to Poolzguy74 for sending me this interview 👊🏼

$ONDS This is surreal to watch. Jordi Visser is a 30+ year Wall Street macro veteran. Anthony Pompliano is one of the most influential voices in finance, and shapes how millions of investors think. Both are discovering Ondas right now. Just look at the smile on Anthony Pompliano 🌪’s face as he describes Ondas to Jordi Visser. We’ve known about this. We’ve been here. This is what the early innings of a decade-long investment cycle looks like. Thanks to Poolzguy74 for sending me this interview 👊🏼

134,276 views • 3 months ago

$ONDS ERIC BROCK: THERE WILL BE LESS THAN 10 TRUE LONG-TERM WINNERS IN THESE MARKETS; THE MARKET CAPITALIZATION AND GLOBAL SCALE OF THESE WINNERS WILL BE MASSIVE I realize a lot of people out there interested in $ONDS are not traditional long-term investors; they are more so short-term traders or tourists trying to capitalize on an exciting, volatile name, and that’s perfectly fine. However, for the folks actually seeking to more deeply understand the long-term vision and opportunity for $ONDS, I highly encourage you to focus on what Eric Brock Eric Brock is saying in this video. I’ve outlined the key points for you below: 1. Massive fragmentation today: The drone and embedded autonomy market currently includes hundreds of companies, many operating at the technological edge, but lacking the scale, balance sheets, and operational maturity required for long-term success. 2. Industry consolidation ahead: Over the next 3–5 years, the market is expected to narrow to ~20 or fewer companies with the financial strength, execution capability, and investor backing necessary to scale. 3. Long-term winners will be few: Looking 10 years out, Brock anticipates fewer than 10 global-scale companies dominating the embedded drone and autonomy ecosystem. 4. Technology-driven markets: Future leaders will be technology companies, not commodity manufacturers. 5. Exceptional economics expected: Winning platforms are expected to deliver high margins, high ROC, and defensible, differentiated economic models. 6. Large total market opportunity: Brock emphasized that the sector represents a TAM measured in the tens of billions of dollars, potentially significantly more, as autonomous systems scale across defense, industrial, and infrastructure applications. 7. Significant market capitalization creation: As consolidation occurs within a large and expanding market, Brock expects substantial long-term market capitalization creation for the small number of scaled leaders. Eric Brock is not just saying these things; he is taking action to ensure $ONDS is one of those winners in the end. Full video linked here:

$ONDS ERIC BROCK: THERE WILL BE LESS THAN 10 TRUE LONG-TERM WINNERS IN THESE MARKETS; THE MARKET CAPITALIZATION AND GLOBAL SCALE OF THESE WINNERS WILL BE MASSIVE I realize a lot of people out there interested in $ONDS are not traditional long-term investors; they are more so short-term traders or tourists trying to capitalize on an exciting, volatile name, and that’s perfectly fine. However, for the folks actually seeking to more deeply understand the long-term vision and opportunity for $ONDS, I highly encourage you to focus on what Eric Brock Eric Brock is saying in this video. I’ve outlined the key points for you below: 1. Massive fragmentation today: The drone and embedded autonomy market currently includes hundreds of companies, many operating at the technological edge, but lacking the scale, balance sheets, and operational maturity required for long-term success. 2. Industry consolidation ahead: Over the next 3–5 years, the market is expected to narrow to ~20 or fewer companies with the financial strength, execution capability, and investor backing necessary to scale. 3. Long-term winners will be few: Looking 10 years out, Brock anticipates fewer than 10 global-scale companies dominating the embedded drone and autonomy ecosystem. 4. Technology-driven markets: Future leaders will be technology companies, not commodity manufacturers. 5. Exceptional economics expected: Winning platforms are expected to deliver high margins, high ROC, and defensible, differentiated economic models. 6. Large total market opportunity: Brock emphasized that the sector represents a TAM measured in the tens of billions of dollars, potentially significantly more, as autonomous systems scale across defense, industrial, and infrastructure applications. 7. Significant market capitalization creation: As consolidation occurs within a large and expanding market, Brock expects substantial long-term market capitalization creation for the small number of scaled leaders. Eric Brock is not just saying these things; he is taking action to ensure $ONDS is one of those winners in the end. Full video linked here:

Compound Interest Enjoyer 📈

54,048 views • 5 months ago

$ONDS ERIC BROCK ON THE $1B CAPITAL RAISE: THE WARRANT HOLDER CAN HEDGE, BUT HE’S MUCH BETTER OFF WHEN THE STOCK IS IN THE $30s 👀💸🚨 Eric Brock shared his insights on the $1B offering that Ondas closed in January, and specifically touched on the warrant holder’s position 🤔 We are all aware by now that the elevated short interest in $ONDS is at least partially tied to the $1B investor from January’s capital raise and their large warrant position. Eric Brock subtly acknowledged this in The Zero Hour Group’s most recent interview. “He can hedge, but fundamentally, he is much better off when we get the stock into the 30s. That's what I wake up every day focused on myself.” Remember: The investor came in at $16.45, 17.5% above market, and holds 121 million warrants at a $28 strike. Shorting the underlying shares to manage that huge long position is textbook, but as catalysts accumulate and the probability of those warrants expiring in-the-money increases, the hedge becomes less necessary. That's when it starts coming off. Brock said this investor has been around a long time, knows the company well, and believes those warrants are going to be worth something. That's not a fund taking a risky bet on a small-cap raise, it’s more like someone who has watched this company's trajectory long enough to underwrite a $28 strike with conviction. He didn't negotiate the structure down, he took it because he's done the work (just like we have). The 120% guidance raise, the core business growth, the M&A program, and the structural tailwinds… each one shifts the market's expectation of where this stock is going and reprices those warrants accordingly. Brock isn't in a hurry because he doesn't need to be. The plan is already executing and the structure was built for the 30s. Full exercise adds roughly $3.4B in potential gross proceeds, but that only happens if this stock stays well above $28 long enough for it to make sense. That's the bar the structure was built around, and this investor signed up for it knowingly. The short interest and the upside case are actually the same trade.

$ONDS ERIC BROCK ON THE $1B CAPITAL RAISE: THE WARRANT HOLDER CAN HEDGE, BUT HE’S MUCH BETTER OFF WHEN THE STOCK IS IN THE $30s 👀💸🚨 Eric Brock shared his insights on the $1B offering that Ondas closed in January, and specifically touched on the warrant holder’s position 🤔 We are all aware by now that the elevated short interest in $ONDS is at least partially tied to the $1B investor from January’s capital raise and their large warrant position. Eric Brock subtly acknowledged this in The Zero Hour Group’s most recent interview. “He can hedge, but fundamentally, he is much better off when we get the stock into the 30s. That's what I wake up every day focused on myself.” Remember: The investor came in at $16.45, 17.5% above market, and holds 121 million warrants at a $28 strike. Shorting the underlying shares to manage that huge long position is textbook, but as catalysts accumulate and the probability of those warrants expiring in-the-money increases, the hedge becomes less necessary. That's when it starts coming off. Brock said this investor has been around a long time, knows the company well, and believes those warrants are going to be worth something. That's not a fund taking a risky bet on a small-cap raise, it’s more like someone who has watched this company's trajectory long enough to underwrite a $28 strike with conviction. He didn't negotiate the structure down, he took it because he's done the work (just like we have). The 120% guidance raise, the core business growth, the M&A program, and the structural tailwinds… each one shifts the market's expectation of where this stock is going and reprices those warrants accordingly. Brock isn't in a hurry because he doesn't need to be. The plan is already executing and the structure was built for the 30s. Full exercise adds roughly $3.4B in potential gross proceeds, but that only happens if this stock stays well above $28 long enough for it to make sense. That's the bar the structure was built around, and this investor signed up for it knowingly. The short interest and the upside case are actually the same trade.

31,777 views • 3 months ago

$ONDS NOT EVERYBODY WILL SURVIVE THE DRONE DOMINANCE GAUNTLET ❌ With the removal of $KTOS and Nokturnal AI from Phase I of the Drone Dominance Gauntlet (and addition of $DPRO and Titan Dynamics), we should remind ourselves that not everybody will rise to the occasion to meet military performance and scaling standards… It’s clear that not all FPV vendors are created equal, and the weak links are being identified (and cut) early. If you bit off more than you can chew in Phase I of the Gauntlet, you will be exposed. Not only do you have to perform well in the actual exercises, you also must have the infrastructure in place to scale aggressively and affordably in the USA. All 3 $ONDS ecosystem drones are fully NDAA-compliant and capable of rapid domestic scaling — as long as these FPVs perform well in the actual training exercises at the Gauntlet, I really like their odds to land in the Top 12. The fact that all 3 survived the first round of “cuts” is an encouraging sign… Tick tock 🕰️

$ONDS NOT EVERYBODY WILL SURVIVE THE DRONE DOMINANCE GAUNTLET ❌ With the removal of $KTOS and Nokturnal AI from Phase I of the Drone Dominance Gauntlet (and addition of $DPRO and Titan Dynamics), we should remind ourselves that not everybody will rise to the occasion to meet military performance and scaling standards… It’s clear that not all FPV vendors are created equal, and the weak links are being identified (and cut) early. If you bit off more than you can chew in Phase I of the Gauntlet, you will be exposed. Not only do you have to perform well in the actual exercises, you also must have the infrastructure in place to scale aggressively and affordably in the USA. All 3 $ONDS ecosystem drones are fully NDAA-compliant and capable of rapid domestic scaling — as long as these FPVs perform well in the actual training exercises at the Gauntlet, I really like their odds to land in the Top 12. The fact that all 3 survived the first round of “cuts” is an encouraging sign… Tick tock 🕰️

27,667 views • 4 months ago

$ONDS Commander in Chief Eric Brock on TBPN this afternoon. Eric is the master architect of the entire Ondas ecosystem. High-integrity, relentless, and focused is how I would describe him after studying him for nearly a year.

$ONDS Commander in Chief Eric Brock on TBPN this afternoon. Eric is the master architect of the entire Ondas ecosystem. High-integrity, relentless, and focused is how I would describe him after studying him for nearly a year.

20,957 views • 3 months ago

$ONDS DRONE DOMINANCE PROGRAM MANAGER TRAVIS METZ: THE BEST UKRAINIAN FPV DRONE COMPANIES CAME TO OUR COMPETITION; A FEW OF THEM ARE LIKELY TO GET ORDERS FROM US 👀🤔 There are 3 vendors with Ukrainian tech exposure at Phase I of the Drone Dominance Gaunlet that we know of: 1. Anno via Drone Fight Group (an $ONDS partner via a strategic $11M investment) 2. General Cherry 3. Ukrainian Defense Drones Tech Corp Travis Metz said it himself: “a few” of these vendors are “likely” to receive contracts from the Department of War. Time will tell if Anno x Drone Fight Group is one of those contract recipients 👀 Full hearing:

$ONDS DRONE DOMINANCE PROGRAM MANAGER TRAVIS METZ: THE BEST UKRAINIAN FPV DRONE COMPANIES CAME TO OUR COMPETITION; A FEW OF THEM ARE LIKELY TO GET ORDERS FROM US 👀🤔 There are 3 vendors with Ukrainian tech exposure at Phase I of the Drone Dominance Gaunlet that we know of: 1. Anno via Drone Fight Group (an $ONDS partner via a strategic $11M investment) 2. General Cherry 3. Ukrainian Defense Drones Tech Corp Travis Metz said it himself: “a few” of these vendors are “likely” to receive contracts from the Department of War. Time will tell if Anno x Drone Fight Group is one of those contract recipients 👀 Full hearing:

17,086 views • 4 months ago

Just sharing some facts about $ONDS. Make of them what you will. A lot of CEOs talk about being aligned with shareholders, but Eric Brock spent 8 years actually proving it. Every share he owned before February 2026 was purchased with his own money. Since 2018, he received no equity grants and no cash bonuses while he built a multi-billion dollar company on a modest salary. In his own words: “I’ve made some personal sacrifices and I’ve made them willingly and happily — I think it’s the right thing to do.” "I've invested millions of dollars and have been paid very little — I have massive skin in the game." “I only want to win if we all win.” Last month, the board granted him 13.5M RSUs that vest in tranches through 2029. For those unfamiliar, RSUs are common shares of a company that vest or “become yours” on a future date. When they do vest or “become his,” his net worth moves with the stock price — exactly like yours. His single largest tranche of 4.5M shares vests on June 1, 2026, only 81 days from now. The higher the stock price on that day, the more it's worth. If that's not incentive keep executing, I don't know what is 👀 The March 25 earnings call is in 14 days. Just something to think about 🤷‍♂️ As always, shoutout to Jay for this brilliant interview with Eric Brock that was done well before the entire world found out about Ondas 🫡 Full interview:

Just sharing some facts about $ONDS. Make of them what you will. A lot of CEOs talk about being aligned with shareholders, but Eric Brock spent 8 years actually proving it. Every share he owned before February 2026 was purchased with his own money. Since 2018, he received no equity grants and no cash bonuses while he built a multi-billion dollar company on a modest salary. In his own words: “I’ve made some personal sacrifices and I’ve made them willingly and happily — I think it’s the right thing to do.” "I've invested millions of dollars and have been paid very little — I have massive skin in the game." “I only want to win if we all win.” Last month, the board granted him 13.5M RSUs that vest in tranches through 2029. For those unfamiliar, RSUs are common shares of a company that vest or “become yours” on a future date. When they do vest or “become his,” his net worth moves with the stock price — exactly like yours. His single largest tranche of 4.5M shares vests on June 1, 2026, only 81 days from now. The higher the stock price on that day, the more it's worth. If that's not incentive keep executing, I don't know what is 👀 The March 25 earnings call is in 14 days. Just something to think about 🤷‍♂️ As always, shoutout to Jay for this brilliant interview with Eric Brock that was done well before the entire world found out about Ondas 🫡 Full interview:

10,802 views • 3 months ago

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