The Zero Hour Group and Hidden Gems Stock Research are back for a rapid-fire Tuesday session covering some of the biggest developments across drones, defense tech, space, AI, and the broader market.
We start with $ONDS and Ondas Holdings, breaking down the company’s latest acquisitions and why the structure of these deals caught our attention. With more cash being used instead of relying entirely on common stock, we discuss what that could mean for dilution, the company’s massive war chest, future acquisitions, short interest, and the long-term Ondas “system of systems” strategy.
We also preview AUSA in Washington, D.C., where The Zero Hour Group will be on-site covering one of the largest defense industry events in North America. Ondas will be there showcasing autonomous systems, counter-UAS, and ISR capabilities alongside major defense contractors, emerging technology companies, and some of the most important players in next-generation defense.
Then we turn to Rocket Lab $RKLB and the major Iridium discussion. We break down why adding satellite communications capabilities could dramatically expand Rocket Lab’s position in the space economy, how the company compares with SpaceX and Starlink, and why the recent pullback has Rocket Lab back on our radar as one of our highest-conviction space names. We also touch on $ASTS and Redwire $RDW as part of the broader space-sector opportunity.
Finally, we tackle one of the biggest questions in technology right now: Is AI getting out of control? With growing calls for tighter AI safeguards and concerns surrounding autonomous or “rogue” AI agents, we discuss the legitimate risks, the hype, and why slowing AI development doesn’t necessarily mean slowing investment in the infrastructure behind it—compute, semiconductors, energy, and data centers.
We also discuss the upcoming rate decision, political uncertainty heading toward the midterms, and why weakness across technology could potentially create one of the more interesting buying windows we’ve seen in recent years.
Topics covered:
• Ondas Holdings $ONDS acquisitions and dilution
• Ondas’ cash position and acquisition strategy
• Counter-UAS, autonomous systems, and Golden Dome
• The Zero Hour Group heading to AUSA
• Rocket Lab $RKLB and Iridium
• Rocket Lab vs. SpaceX and Starlink
• $ASTS and $RDW
• AI regulation and rogue AI concerns
• Tech-sector weakness and market opportunities
• Rates, midterms, and the potential year-end setup
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By Retail Investors, For Retail Investors.
Nothing discussed in this video is financial advice. All opinions are for educational and entertainment purposes only. Always conduct your own research and consider your own risk tolerance before making investment decisions.
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