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Here’s a Summary of what we talked about!
Market action: Small-cap defense and drone names ran green across the board this morning. $ONDS gained 12% and later touched nearly 15%, tapping a new high near $7.87. $UMAC gained 10%. $KOPN gained 7.5%. $LTRX gained roughly 8%. $LPTH gained 16% with no company news behind it. $SPAI added 1.6%. JT called it a macro rotation day after months of selling across the defense sector.
$ONDS short squeeze thesis: JT laid out the short mechanics. Ondas carries nearly 40% short interest on its float. The annual borrow cost sits at 12.5%. JT argued shorts face rising risk and rising cost at the same time, with earnings due in a couple weeks. He referenced Ondas CEO Eric Brock’s comments at the May shareholder meeting, where Brock attributed the short interest to hedging and trading flow rather than company fundamentals.
Kramer riff: JT and Benny joked about fading Jim Kramer’s calls. Benny told his own Palantir story: he bought after Kramer panned the stock in 2024, rode it from $8 to over $120, sold, then watched it climb to $200.
Anduril article launch: Zero Hour Group published a new Anduril piece on X and Substack. The article traces Anduril from a 2017 startup to a $60 billion-plus valuation, covers the roughly $20 billion Army Fury contract, details submersible programs like Ghost Shark and Copperhead, breaks down the Lattice software platform, and profiles the new 5-million-square-foot Arsenal One facility in Ohio, which Anduril expects to staff with 4,000 workers. Benny and JT discussed a Kopin-Anduril collaboration on helmet visor and night-vision tech, and noted a teased Anduril-Archer partnership that sent $ACHR up over 20%.
Golden Dome angle: JT pegged the Golden Dome opportunity at $1.2 trillion or more over 20 years, with a near-term market around $180 billion. He named $LPTH as a beneficiary through its satellite IR business and $ONDS as a candidate through its ISR layer.
Guest moment: Viewer Aaron flagged $AMPG (AmpliTech Group), trading near $6.30 and covered by one analyst with a strong buy rating. JT and Benny said they would look into the name for possible ZHG coverage.
Schedule recap: JT confirmed Sunday Night Live as the flagship show and Zero Hour Today as the new Tuesday 10am CST segment, with additional streams triggered by breaking news on covered tickers.
