Dear Investor,
This may be the most overlooked investment opportunity in America right now...
And you've probably never heard of it.
Elon Musk has discussed plans for Tesla's 'AI Smart Home' - potential new and massive venture for Tesla to get into
And while everyone is focusing on investing in Tesla itself, there are rumors of smart money quietly moving into a tiny $1 company that we like to call "Elon's Secret Partner."
Why?
Because Tesla's AI Smart home would seriously benefit from the tech this company builds.
The last time investors noticed Tesla partnered with a new supplier? Those companies skyrocketed
Like Piedmont Lithium – Confirmed a supply deal with Tesla → DOUBLED in one day
Or Modine Manufacturing – Investors found the Tesla relationship → TRIPLED in one year
And is up 10X since then
Now nothing is guaranteed in life - but the AI Smart Home industry is about to boom and investors getting in early
And we found a $1.00 startup positioned right at the center of it.
So if you have at least $2K to work with, this might be the best opportunity you see all you
>>> Click here to get the name of the company and full report
Best,
The Invested Alpha Team
MarketBeat Week in Review – 02/09 - 02/13
Author: MarketBeat Staff. First Published: 2/14/2026.
Stocks remained under pressure despite a cooler-than-expected reading on January inflation that offset a hot jobs report earlier in the week. What that means for the timing and pace of future interest-rate cuts is anyone's guess.
For now, investors are focused on valuation, particularly for stocks in the artificial intelligence (AI) trade. Many of these names are expensive by traditional metrics, and there's growing concern about AI's impact on the jobs market — a feedback loop that has become a circular debate.
That said, this earnings season shows major AI players posting strong numbers and reaffirming or raising guidance. Earnings ultimately drive stock prices, which is why the overall outlook for equities remains broadly bullish.
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I Called Black Monday. Now I'm Calling March 26!
I predicted the 1987 crash six weeks early. I called the fall of the Berlin Wall. I pinpointed the exact bottom in 2009.
Now I'm staking my reputation on March 26, 2026 - the day I believe Elon will announce the SpaceX IPO.
Bloomberg is calling it "the biggest listing of ALL TIME."
A $1.5 TRILLION valuation... the "wealth-building" moment of the decade.
Today, I'll show you how to get in before the big announcement.
Key Points
- Stocks saw another down week as investors digested positive inflation news and strong labor data.
- The AI trade remains in focus, but attention is turning to the impact of AI on the labor force as much as valuation.
- U.S. markets will be closed on Monday in observance of Presidents Day.
- Special Report: [Sponsorship-Ad-2-Format3]
U.S. markets will be closed on Monday in observance of Presidents Day. If you have the day off, we hope you take some time to get caught up with insights from MarketBeat analysts. Here are some of our most popular articles from the last week.
Articles by Thomas Hughes
Software stocks have been punished in 2026 amid fears of AI disruption. This week, Thomas Hughes explained why the sell-off has been overblown — and often indiscriminate. Earnings season is separating pretenders from contenders, and Hughes highlighted three software stocks to buy on recent weakness.
Cloudflare Inc. (NYSE: NET) is another tech name frequently described as being disrupted by AI. Hughes pointed to the company's latest earnings as evidence that AI is fueling its growth and setting the stage for new highs in 2026.
Verizon Communications, Inc. (NYSE: VZ) is up more than 15% in 2026 — an example of a flight to quality. Hughes analyzed the company's recent results and explained why it may not be too late for investors to get on board a stock that could be this year's total return leader.
Articles by Sam Quirke
The predictions market has cratered online gaming stocks, but contrarian investors may want to consider Flutter Entertainment plc (NYSE: FLUT). Sam Quirke argued that FLUT stock is oversold relative to the company's fundamentals, and analysts are taking notice.
Amazon.com Inc. (NASDAQ: AMZN) has sold off sharply as investors digest the company's planned $200 billion CapEx push on AI. Quirke noted that AMZN is flashing a bullish technical indicator that preceded strong rallies the last two times it appeared.
Is Applied Materials Inc. (NASDAQ: AMAT) setting investors up for disappointment, or building momentum for a bigger move higher? Quirke laid out the key takeaways to watch for in the company's upcoming earnings report.
Articles by Chris Markoch
Microsoft Corp. (NASDAQ: MSFT) continues to get swept up in the tech sell-off. Chris Markoch argued that labeling the stock "AI or bust" ignores the fact that the company's multi-year cloud revenue is locked in and provides a foundation for future AI adoption.
Vertiv (NYSE: VRT) reported results and guidance that, according to Markoch, are the latest sign that talk of an AI bubble is likely overblown. He summarized the bull case but cautioned that VRT stock may be extended after a sharp rally (read more).
The case for lithium in 2026 remains bullish, though the timeline may be longer than some expect. Markoch discussed what that means for investors in Albemarle Corp. (NYSE: ALB) and suggested using dips as potential entry points.
Articles by Ryan Hasson
Early in 2026, sector rotation has shown up in consumer staples. Ryan Hasson explained why staples often outperform when the broader market slumps, and he highlighted one ETF in the sector that could offer upside.
Selling can beget more selling, and that appears to be the case with Rocket Lab (NASDAQ: RKLB). Disappointing news about the company's Neutron rocket triggered the sell-off, but analyst sentiment and technical indicators suggest the reaction may be overdone — which could create a buying opportunity.
All the talk of an AI bubble may have distracted investors from opportunities in optical networking and photonics. Hasson highlighted two companies that have surged in 2026 and explained why they likely have more upside ahead (read more).
Articles by Leo Miller
Earnings reports often reveal where the real demand lies. Two Broadcom Inc. (NASDAQ: AVGO) customers recently announced massive CapEx plans, including big memory investments that Broadcom supplies. As Leo Miller explained, those growth signals aren't yet reflected in AVGO stock, which could present an opportunity.
The crypto sell-off has slammed Robinhood Markets Inc. (NASDAQ: HOOD), which is down nearly 50%. Miller noted Robinhood has growth drivers beyond crypto and equities, making HOOD a potential buy-the-dip opportunity.
Insider buying can be a useful signal, but it's not infallible. Miller highlighted three high-risk names that may cause investors to question that theory — the facts speak for themselves: read his breakdown.
Articles by Nathan Reiff
Defense stocks are catching a bid this year, and one below-the-radar name is Draganfly Inc. (NASDAQ: DPRO). Nathan Reiff explained why this drone company is stacking wins and expanding capacity to meet demand.
Also in defense, D-Wave Quantum Inc. (NYSE: QBTS) has announced contracts with defense firms. Reiff noted these deals could open another avenue for future revenue growth (read more).
Markets are grinding higher but still searching for direction, which leaves some investors worried about downside risk. In that case, Reiff pointed to three ETFs that use strategies to protect against market drops.
Articles by Dan Schmidt
Dan Schmidt also flagged the rally in consumer staples. He highlighted three names beaten down in 2025 that are showing technical signs of a breakout in 2026 (read more).
Travel stocks continue to reflect strong consumer demand, particularly among higher-income travelers. That trend has appeared in earnings and guidance for the three travel stocks Schmidt reviewed: see his picks.
Insurance shares have also drawn interest as a defensive rotation out of tech. Schmidt highlighted three insurance stocks that recently hit 52-week highs and still have room to run.
Articles by Jeffrey Neal Johnson
Certain stocks demand conviction — Intel is one of them. Jeffrey Neal Johnson provided a deep dive into Intel's AI offensive, arguing the stock may be deeply undervalued. However, those initiatives are running headlong into current supply constraints, which gives skeptics ammunition.
Johnson also covered the surge in institutional buying for IREN Limited (NASDAQ: IREN), which plunged after its Feb. 5 earnings release. Even after the rebound, he explained why analysts may be mispricing IREN, potentially setting the stage for a bullish rerating.
Buying immediately after an IPO carries added risk and reward. Johnson examined the successful IPO of Once Upon a Farm (NYSE: OFRM) and why its business model and valuation might make it an attractive early-stage entry.
Articles by Jordan Chussler
Energy stocks are leading in 2026, but Jordan Chussler urged caution for investors tempted to pick a "big oil" name at random. He laid out a safer way to play the energy revival.
Despite concerns about streaming fatigue, Chussler argued the subscription economy is still healthy. He highlighted two subscription stocks that continue to dominate their niches.
To close the week: earnings reports tell a story if you listen. Chussler highlighted three companies that recently delivered results that offer insight into their stocks, sectors, and industries.
Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?
Author: Jeffrey Neal Johnson. First Published: 2/19/2026.
Key Points
- The company recently secured multiple major contracts with European government entities to deploy its advanced counter-drone technology for public safety.
- Management has strengthened the balance sheet to support aggressive expansion plans and future strategic acquisitions in the autonomous systems sector.
- Strategic acquisitions have expanded the corporate portfolio to include both soft-kill and hard-kill drone defense solutions for government customers.
- Special Report: [Sponsorship-Ad-2-Format3]
During the first half of February 2026, the stock market saw a notable move in the defense technology sector. Shares of Ondas Inc. (NASDAQ: ONDS) rose more than 15%, breaking through the psychological resistance level of $11 per share. Trading volume was heavy, exceeding 100 million shares on multiple days, indicating strong interest from both retail investors and institutional buyers.
The most immediate catalyst for the rally was a headline-grabbing announcement: the company's subsidiary, Sentrycs, secured a contract with the German State Police. The deal involves deploying advanced counter-drone technology to protect airspace above German cities and critical infrastructure.
This makes me furious (Ad)
I Called Black Monday. Now I'm Calling March 26!
I predicted the 1987 crash six weeks early. I called the fall of the Berlin Wall. I pinpointed the exact bottom in 2009.
Now I'm staking my reputation on March 26, 2026 - the day I believe Elon will announce the SpaceX IPO.
Bloomberg is calling it "the biggest listing of ALL TIME."
A $1.5 TRILLION valuation... the "wealth-building" moment of the decade.
Today, I'll show you how to get in before the big announcement.
For investors, the contract is an important validation. When a major European government entity adopts a new public-safety technology, it signals the product is reliable, field-tested, and ready for broader adoption. But viewed in isolation, the German agreement would only be part of the story. It capped a breakout month for Ondas, signaling a shift from a developmental tech firm toward a global defense contractor.
From Israel to NATO: A Month of Wins
February 2026 has been transformational for Ondas. In less than three weeks, the company announced major wins across three geographies: the United Kingdom, Israel, and the broader NATO alliance. The sequence of announcements suggests the company is executing on multiple fronts.
The German Police Deal (Feb. 17)
The most recent contract covers the delivery of Sentrycs Scout units — portable, man-packable systems intended for mobile police teams. As drones are increasingly used for criminal surveillance and other threats, police forces need options to neutralize them quickly and safely. This contract confirms Ondas is supplying a solution European agencies find appropriate for domestic security.
The NATO Interceptor Order (Feb. 13)
Days earlier, the company's Airobotics subsidiary received a multi-million-dollar order from a NATO member nation. The order is for the Iron Drone Raider, a system designed to physically intercept and disable hostile drones. While the specific country was not disclosed for security reasons, a NATO contract can open doors to sales across allied nations.
The $30 Million Demining Contract (Feb. 9)
Earlier in the month, Ondas' 4M Defense subsidiary won a $30 million multi-year contract for demining operations in Israel. The project covers roughly 741 acres along the Syrian border and uses autonomous robots to clear hazardous terrain, demonstrating the company's autonomous technology is effective on the ground as well as in the air.
The Rotron Acquisition (Feb. 2)
Kicking off the month, Ondas acquired Rotron Aero, a U.K.-based specialist in heavy-lift and long-range unmanned aerial systems (UAS). The acquisition fills a gap in the company's portfolio by adding long-range strike and heavy-lift capabilities that are in demand among military customers.
Cash Is King: Ondas Can Afford to Grow Fast
In small-cap technology, cash is often the deciding factor between success and failure. Many promising companies stall not because their technology is weak, but because they run out of money before scaling. This is where Ondas stands out.
Following strategic equity raises in late 2025, the company reported a pro forma cash position of approximately $840 million (nearly $1 billion).
For a company with a market capitalization of roughly $4.6 billion, holding close to a billion dollars in cash is a substantial advantage. That war chest serves two key purposes for investors:
- Risk mitigation: It provides a safety net. Even if the global economy slows, Ondas has enough cash to fund operations for an extended period without immediately raising additional capital or diluting shareholders.
- Agility: It lets the company act decisively. If Ondas wants to acquire a competitor or accelerate development of a new technology, it has the liquid capital to move quickly.
Revenue growth further bolsters the bullish case. In its third-quarter report for 2025, Ondas reported revenue of $10.1 million, a 582% year-over-year increase. Management has raised its full-year 2026 revenue target to $110 million. When strong growth is paired with a solid balance sheet, the investment risk profile improves materially.
Soft Kill vs. Hard Kill: A Complete Defense
Why is Ondas winning these contracts? A major reason is its system-of-systems approach. Many defense companies focus on a single capability — either detecting drones or destroying them. Ondas has built a portfolio that covers both.
Recent contract wins illustrate that breadth:
- Soft kill (German Police): The Sentrycs system uses cyber-over-RF technology. Rather than shooting a drone down, it disrupts or takes over the communication link between the drone and its operator, then lands the drone safely. That approach is ideal for crowded urban environments where a kinetic solution could risk civilians or property.
- Hard kill (NATO): The Iron Drone system employs a physical interceptor to ram or net hostile drones. This hard-kill capability is appropriate for protecting critical infrastructure such as nuclear plants, airports, or military bases where threats must be neutralized decisively.
By offering both soft- and hard-kill solutions, Ondas becomes a one-stop provider for governments — from city police (Sentrycs) to border forces (Iron Drone) and long-range surveillance (Rotron). That integration helps create a competitive moat and makes it harder for rivals to displace the company.
Execution Drives Value
The market has clearly taken notice: the stock is up more than 570% over the past year. Despite that strong run, Wall Street analysts generally see more upside.
The consensus rating for Ondas remains a Moderate Buy, with an average price target of $17.29. From the current price of about $11.08 per share, that implies roughly 56% upside.
February 2026 may be remembered as the month Ondas came of age. The company demonstrated its acquisition strategy can work — integrating businesses like Rotron and Sentrycs and turning them into immediate contract wins. With a backlog exceeding $40 million, a cash position of roughly $840 million, and validation from the German government and NATO, Ondas enters the rest of the year with clear momentum.
Investors' next key milestone will be the company's next earnings report on March 11, 2026. The market will look for these headline contracts to begin converting into recognized revenue. For now, the bulls appear firmly in control.
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