Calls
1
u/Super_Collection_592
Reddit r/ValueInvesting
Win Rate
100.0%
Return
+26.3%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
May 17
$10.62
+26.3%
Shares outstanding surged from ~93M to ~496M; 21 insider sales, zero buys; Ondas Networks deconsolidated, diluting common equity value. This creates a short thesis where per-share value is eroded despite headline revenue/project narratives, and insider behavior signals lack of confidence. ONDS common stock is likely overvalued relative to its true per-share ownership of underlying assets, making it a candidate for a short position. Unexpected defense drone contract wins or bullish market sentiment could cause a short squeeze; company may reverse dilution via buybacks (unlikely given history).
Shares outstanding surged from ~93M to ~496M; 21 insider sales, zero buys; Ondas Networks deconsolidated, diluting common equity value. This creates a short thesis where per-share value is eroded despite headline revenue/project narratives, and insider behavior signals lack of confidence. ONDS common stock is likely overvalued relative to its true per-share ownership of underlying assets, making it a candidate for a short position. Unexpected defense drone contract wins or bullish market sentiment could cause a short squeeze; company may reverse dilution via buybacks (unlikely given history).
NatSec
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u/Super_Collection_592 has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: ONDS.
