Dec. 18 at 2:18 PM
$ONDS Market X-ray: I described yesterday’s rough finish as an ‘absence of bids’ at an S&P inflection point ahead of POTUS .. and now this delayed (and helpful) CPI read. All fine; and aside ‘Fed Put’ as the plan, you have big monthly liquidity adds coming .. that’s usually very bullish.
Also analysts shaken by the data-center etc. excess CapEx insanity .. increasingly likely to gravitate towards broadening and Quantum like
$QBTS plus… ‘the year of drones’ led by
$ONDS (just designated General Huston as COO which infers time to scale up production), plus others like
$RDW ,
$UMAC etc. and Aviation / Border Security.. that favors
$BBAI (with TSA etc. Awards likely coming soon). Both BBAI should have roles in World Cup and Olympic security. ( Note BigBear added about 38 new open hires positions for something on-tap. )
Stay tuned. Today all likely higher .. no new lumps of coal for Christmas.. might even get a bit of a short squeeze. Cheers!