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Been doing some digging on two names that fit the same profile as my current portfolio: small float, hard catalyst, asymmetric upside.

$ONDS - Ondas Holdings. 

Counter-drone systems deployed at the FIFA World Cup across 16 host cities. Initial $68M military order under a $140M programme. Transitioning from development stage to active revenue generation. Counter-drone is now a mandated procurement category for military and critical infrastructure globally. This isn’t speculative, it’s already a must!

$KRKNF -Kraken Robotics. 

NATO undersea defence spending is accelerating and this name is largely below retail’s radar it seems. Submarine and maritime defence systems with government contract backing.

Both sit in the defence tech space which is clearly where government money is flowing right now for obvious reasons.

Neither’s a recommendation. Both are on my watchlist and I’m still doing DD.

Anyone holding either of these? What am I missing or confirming?

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