How Chip Stock Investor’s view on $ONDS changed

2026-09-29Bullish
“Axon's Biggest Rival Might Be the Better Value”
ONDS leads drone defense startups in key metrics; recommended as the primary entry point for this sub-sector despite high risk/high reward profile.

Drone technology is still very definitely an aerospace and defense initiative, and there are some newer startups in addition to the bigger ones, AeroVironment and Kratos Defense, there are these startups that are actually starting to generate some revenue, Ondas, Red Cat, Unusual Machines, perhaps a separate industry stock list and a separate video at some point in the near future.