Retired Financial Advisor & Business Owner. Observations NOT advice with Love for all. Stay Humble.
Delaware, USA
Joined December 2022
- Tweets4K
- Following354
- Followers738
- Likes11.8K
Kevin Brady retweeted
Our board member bios include: Vice Chairman at Rialto Capital, Executive at Lennar, President of Fannie Mae, Head of Real Estate for Pretium, President of Ameriton, founder of Opendoor and a guy who grew up in a household where his dad was a homebuilder (last one is me.)
$ONDS 11/12/26 8:30 AM…looking forward to the call…
ir.ondas.com/press-releases/…
$OPEN Let’s Go…been munching along under $2 like a Pac-Man…
investor.opendoor.com/news-r…
$SPCX I have never seen a company so positioned to dominate the future…
SPACEX $SPCX WANTS AT LEAST 80,000 CELL TOWER SITES ACROSS THE US
It's in talks with at least one major tower company to get there, including Crown Castle $CCI, per Bloomberg. The deals could be worth billions.
The goal is to turn SpaceX into a 4th nationwide wireless carrier. It already bought low-band spectrum this month and has FCC approval for 15,000 satellites that connect directly to phones.
Was on the board of a sober living campus…the honor of my life.
Alcoholism, as well as drug addiction, is a dreadful disease.
Sober words from Richard Burton who struggled like many.
May God Bless the Recovery Community and the quiet work they do every day.
To all who are struggling please remember that HELP is the bravest word in the English language…
"It's always November and it's raining and it's three o'clock in the morning and there's nowhere to go." Richard Burton on drink, Dick Cavett Show, 1980. #DeadWrongHistory
Kevin Brady retweeted
SPACEX $SPCX WANTS AT LEAST 80,000 CELL TOWER SITES ACROSS THE US
It's in talks with at least one major tower company to get there, including Crown Castle $CCI, per Bloomberg. The deals could be worth billions.
The goal is to turn SpaceX into a 4th nationwide wireless carrier. It already bought low-band spectrum this month and has FCC approval for 15,000 satellites that connect directly to phones.
Kevin Brady retweeted
BREAKING: SpaceX is reportedly seeking access to at least 80,000 U.S. cell tower sites as it prepares to launch a nationwide wireless carrier.
Kevin Brady retweeted
🚨 $ONDS this is HUGE!
Yesterday @PalantirTech named Ondas and @regna_ai among its flagship sovereign AI customers. Regna AI, built on Palantir AIP and @nvidia Nemotron, deploys mission-specialized AI on customer terms. $ONDS
businesswire.com/news/home/2…
$ENVX I have to put this out there.
I am glad they finally got a decent order for their batteries and I wish them well in the upcoming Honor qualifications but I remain troubled over this recent statement from the COB…
“And we finally got our shit together, and we can make the batteries we talk about.” TJ Rodgers 10/13/26
So in the years we trusted Farhan, Ajay, Raj & Ryan did they not have their “shit together”?
I realize developing an entirely new HVM process is very difficult and capital raises were crucial to their existence but it seems to me that forthrightness has been an issue here.
For me now it is “verify before trust”.
GLTA
Kevin Brady retweeted
One detail from today's $PLTR press release that shouldn't get overlooked:
$ONDS CEO Eric Brock noted that Palantir’s M&A software allowed them to integrate the DZYNE acquisition into Ondas Sentinel in just weeks.
Anyone following Ondas knows how fast they’ve been buying up drone, counter-UAS, and ISR assets. Usually, defense roll-ups get bogged down for years trying to merge ERPs, supply chains, and software stacks.
Between Warp Speed on the manufacturing side, SkyWeaver for autonomy, and Regna AI (with PLTR and NVDA) for sovereign models, Ondas is using Palantir to skip the integration headaches and scale straight into a unified defense platform.
Kevin Brady retweeted
$SPCX - JPMORGAN DOUBLES SPACEX PRICE TARGET TO $500
JPMorgan raised its SpaceX price target from $240 to $500, maintaining an Overweight rating.
The bank now forecasts $254 billion in 2027 revenue and 10 GW of computing capacity by year-end, more than doubling its 2027–2028 estimates.
JPMorgan also sees strategic merit in a potential SpaceX–Tesla merger, though no deal is guaranteed.
Kevin Brady retweeted
Individual analyst price targets for $ONDS (Ondas Inc.):
• Citizens JMP: $14 (Outperform)
• H.C. Wainwright: $25 (Buy)
• Northland Securities: $18 (Buy)
• Roth MKM: $13 (Buy)
• Needham: $19 (Buy)
• Lake Street: $19 (Buy)
• Oppenheimer: $18 (Buy)
• Ladenburg Thalmann: $22.75 (Buy)
• Maxim Group: $22 (Buy)
• Stifel: $18 (Buy)
Consensus average sits in the mid-to-high teens with a Strong Buy / Moderate Buy rating. Stock currently trades near $6.
Kevin Brady retweeted
These are robust numbers from SpaceX. They beat across all metrics and the Starlink business looks to be accelerating while the core Space sector is ready for a big 2027. Setting the stage for next leg of growth and pieces of puzzle are starting to come into place. 🏆🐂
Kevin Brady retweeted
SPACEX $SPCX Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $14.58B (Est. $12.87B) 🟢; +161% YoY
🔹 EPS: $0.35; vs -$0.36 LY
🔹 Operating Income: $2.79B (Est. $2.24B) 🟢
🔹 Adj. EBITDA: $8.81B (Est. $6.59B) 🟢; +306% YoY
🔹 Net Income: $4.40B; vs -$1.05B LY
CapEx:
🔹 Total CapEx: $19.59B (Est. $19.6B) 🟡
🔹 SI: $16.44B; +245% YoY
🔹 Space: $1.61B; +44% YoY
🔹 Connectivity: $1.54B; +53% YoY
Segment Revenue:
🔹 Space: $1.77B (Est. $1.43B) 🟢; +6% YoY
🔹 Connectivity: $5.25B (Est. $4.86B) 🟢; +69% YoY
🔹 SI: $7.56B; +830% YoY
Segment Operating Income:
🔹 Space: -$7M; vs $259M LY
🔹 Connectivity: $2.37B (Est. $1.86B) 🟢; +99% YoY
🔹 SI: $431M; vs -$1.72B LY
Segment Adj. EBITDA:
🔹 Space: $357M (Est. $123.1M) 🟢; -47% YoY
🔹 Connectivity: $3.50B (Est. $2.94B) 🟢; +82% YoY
🔹 SI: $4.95B; vs -$428M LY
Announcements:
🔸 First revenue-generating Starship mission delivered 26 Starlink V3 satellites, ~10x the downlink capacity added by a Falcon 9 Starlink launch
🔸 Planned Starbase, Louisiana spaceport for thousands of Starship flights a year, first launch targeted for 2029
🔸 Introduced Grok Bot, an always-on agentic SI system
Other Q3 Metrics:
🔹 Total Launches: 35 (Est. 41) 🔴; vs 44 LY
🔹 Mass to Orbit: 476 MT (Est. 559 MT) 🔴
🔹 Starlink Subscribers: 13.6M; +89% YoY
🔹 Starlink ARPU: $69/mo; vs $83 LY
🔹 Nameplate Compute: 1.7 GW
🔹 Cash & Equivalents: $51.29B
🔹 Marketable Securities: $38.56B
Key Updates:
🔸 Added $6.7B of incremental SI solutions and infrastructure revenue YoY, driven by cloud services agreements, the acquisition of Cursor and SI models and software applications
Comments:
🔸 CFO: Revenue grew an impressive 161% year-over-year, fueled by continued momentum in Connectivity and a clear inflection in our Super Intelligence business
Kevin Brady retweeted
Video call
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → nitter.cf/i/broadcasts/1PKqrNbLZ…
