u/Itchy-Criticism9208

The author loaded up on ONDS during today's dip after heavy shorting and a broad smallcap selloff, arguing the stock is due for a technical bounce. They cite an intact uptrend and a potential double bottom, plus rising US-Iran tensions as a catalyst for price to rise. The stated entry trigger is a break above 10.8 for those not yet in. Main risk implied is the technical setup failing amid continued shorting and smallcap weakness.

The author is long Talkspace shares and 4/17 $4 calls, arguing the company's pivot to a payer-centric model is driving strong revenue growth (Q3 2025 revenue up 25% YoY, payer revenue up 42%) and profitability. Catalysts include additional payer integrations expected by Q1 2026, renewal of the Sourcewell contract, and AI investments including an in-house chatbot in 2026. Analyst price targets of $5-$6 imply upside. Risks include high valuation multiples, competitive pressures, and gross margin compression from increased payer mix.

The author highlights Stran & Co.'s strong revenue growth, with Q3 2025 sales up 29% YoY to $26 million and nine-month revenue up 56.7%, driven by deeper client relationships and the Gander Group acquisition expanding the loyalty solutions segment. Despite a Q3 net loss of $1.2 million and gross margin decline to 27.2% from tariff costs and lower-margin Gander business, the company maintains $11.8 million cash and no debt. Management is prioritizing profitability while continuing selective M&A, and expects a historically strong Q4. The main risk is continued profitability challenges and margin pressure from tariffs.