Tradr 2X Long ONDS Daily ETF

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Ondas(ONDS.US) Ondas（奧達斯）以高達 3.9 億美元收購 GATE Technologies

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ Ondas 收購了𝗚𝗔𝗧𝗘 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀和 Bron Technologies。

➤ 交易包括 2.05 億美元的預付款，以及 1.85 億美元的潛在盈利支付（earn-out）。

➤ 對價由 1.05 億美元現金和 1 億美元 Ondas 股票組成。

➤ GATE 的技術已集成到超過 90 種武器系統中。

➤ GATE 專注於𝗲𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰 𝘀𝗮𝗳𝗲-𝗮𝗻𝗱-𝗮𝗿𝗺（電子保險與解保）和先進引信技術。

➤ Ondas 預計 GATE 的 2026 年營收將達到 6500 萬美元。

➤ 預計到 2028 年營收將達到 1.8 億美元。

➤ 被收購業務預計在 2028 年前產生超過 1.3 億美元的調整後 EBITDA。

➤ 美國生產的成品預計將在 2027 年上半年到位。

➤ 巡飛彈市場到 2030 年可能達到 133 億美元。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 為 Ondas 的精確打擊技術組合增添了𝗺𝗶𝘀𝘀𝗶𝗼𝗻-𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹（任務關鍵型）組件。

➤ 擴大了對𝗨.𝗦.和歐洲國防項目及客户的准入。

➤ 波蘭的生產提供了基於𝗡𝗔𝗧𝗢-𝗯𝗮𝘀𝗲𝗱、非 ITAR 的製造足跡。

➤ 此次收購增加了 Ondas 對 rapidly expanding 𝗽𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻-𝘀𝘁𝗿𝗶𝗸𝗲需求的敞口。

➤ GATE 的合格設計在武器生產規模擴大時創造了潛在的經常性需求。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗘𝗿𝗶𝗰 𝗕𝗿𝗼𝗰𝗸, Ondas 董事長兼 CEO：

"GATE 是 Ondas 極具戰略意義的補充。全球正在重建彈藥庫存，新一代低成本自主彈藥正成為戰場日益重要的一部分。同時，市場正從傳統的機械引信轉向電子保險與解保裝置，這對於更小、更智能且軟件定義的武器至關重要。GATE 的 RUBI 產品線及其工程團隊通過數十年的資格認證和集成到 90 多種武器系統中，在這個市場中確立了強勁的地位。憑藉 Ondas 的全球營銷和運營平台支持，我們相信 GATE 能夠捕獲有意義的市場份額。"

𝗘𝗿𝗶𝗰 𝗕𝗿𝗼𝗰𝗸, Ondas 董事長兼 CEO：

"目前 ESAD 組件供應緊張，合格產能是整個精確打擊供應鏈的瓶頸。GATE 贏得了全球廣泛國防原始設備製造商（OEM）和武器項目的信任，其客户羣優先。Ondas 致力於以低成本、先進的引信能力服務整個市場，我們將投資 GATE 的產能、工程和全球覆蓋範圍，使其能夠支持更多客户和項目。結合 GATE 有吸引力的增長和利潤率前景，我們預計此次收購將為我們的股東帶來高額的投入資本回報。"

𝗢𝘀𝗵𝗿𝗶 𝗟𝘂𝗴𝗮𝘀𝘀𝘆, Ondas 自主系統聯席 CEO：

"電子保險與解保及引信系統是現代化精確武器的任務關鍵型組件。GATE 通過數十年的資格認證和在廣泛系統中的集成，在該市場中建立了戰略地位。其技術深入設計於客户平台中，形成了強大的進入壁壘，並使 GATE 能夠從全球精確打擊系統生產的擴張中受益。"

我剛剛在看美股被放空得最慘的前十名股票。突然看到熟悉的名字，而且這才注意到驚人的數據。

$Ondas(ONDS.US) 總共發行了 570.55M 股，流通在市場上進行交易的股票高達 533.41M 股。換句話說，大部分的股票都是在外流通，但是同時 (也就是現在) 卻有高達 234.97M 股被放空。

根據七月底的最新數據，ONDS 全公司發行的股票中，有高達 41.23% 的股票處於被放空的狀態。

對於這樣的股票，請千萬不要做 Covered Call !

對於這樣的股票，請千萬不要做 Covered Call !

對於這樣的股票，請千萬不要做 Covered Call !

Short % of Shares Outstanding (7/31/2026) 41.23%

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Ondas(ONDS.US) Ondas to Acquire Aran Defense for Approximately $33 Million

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗢𝗻𝗱𝗮𝘀 will acquire Israel-based 𝗔𝗿𝗮𝗻 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 for approximately $𝟯𝟯 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Deal consideration consists of 𝗰𝗮𝘀𝗵 or Ondas common stock.

➤ Aran Defense expects approximately $𝟮𝟲 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 revenue in 2026.

➤ Purchase price represents approximately 𝟭.𝟯𝘅 expected 2026 revenue.

➤ Aran Defense generated $𝟭𝟳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 revenue in 2025.

➤ Acquisition adds approximately 𝟰,𝟰𝟬𝟬 square meters of Israeli manufacturing facilities.

➤ Ondas expects the acquisition to close during 𝗤𝟯 𝟮𝟬𝟮𝟲.

➤ Deal expands production for 𝗰𝗼𝘂𝗻𝘁𝗲𝗿-𝗨𝗔𝗦, 𝗜𝗦𝗥 and autonomous systems.

➤ Aran Defense is expected to deliver 𝗽𝗼𝘀𝗶𝘁𝗶𝘃𝗲 𝗔𝗱𝗷𝘂𝘀𝘁𝗲𝗱 𝗘𝗕𝗜𝗧𝗗𝗔 in 2026.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands Ondas' 𝗹𝗼𝗰𝗮𝗹 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 capacity in Israel.

➤ Could accelerate production as Ondas' 𝗼𝗿𝗱𝗲𝗿 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆 and backlog grow.

➤ Adds established engineering, prototyping and 𝘀𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 capabilities.

➤ Strengthens Ondas' strategy to become a 𝘃𝗲𝗿𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝗱 defense company.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗘𝗿𝗶𝗰 𝗕𝗿𝗼𝗰𝗸, Chairman and CEO of Ondas:

"As demand across our defense businesses continues to grow, expanding localized manufacturing capacity is becoming increasingly important to our ability to execute," said Eric Brock, Chairman and CEO of Ondas. "Aran Defense will provide us with an established production platform in Israel that can support multiple Ondas businesses and programs, allowing us to industrialize products faster, increase manufacturing scale and respond more efficiently to customer requirements. This is another important step in building Ondas into a vertically integrated defense technology company with the capabilities not only to develop differentiated technologies, but to manufacture and deliver them at scale."

𝗢𝘀𝗵𝗿𝗶 𝗟𝘂𝗴𝗮𝘀𝘀𝘆, co-CEO of Ondas Autonomous Systems:

"Aran Defense is a world-class engineering and manufacturing organization and its addition to Ondas will allow us to meet the urgent needs of our customers by expanding our scalable manufacturing footprint," said Oshri Lugassy, co-CEO of Ondas Autonomous Systems. "Ondas is committed to delivering timely, low-cost operational autonomous platforms across the market segments we address, and Aran's engineering and manufacturing capabilities are central to that commitment. These capabilities can support the continued development and scaling of our counter-UAS, ISR, loitering munition, autonomous aerial and ground robotic systems, while Aran Defense continues to serve its established governmental and defense-industry customers. This combination is expected to shorten development cycles, strengthen manufacturing readiness and help us deliver integrated autonomous systems at greater scale."