The opportunity behind $ONDS goes beyond counter-drone defense. With an estimated $160B addressable market, including $120B from counter-drone systems alone, the international demand is particularly interesting. Militaries need scalable, cost-effective ways to detect and intercept threats without depending entirely on expensive missiles. What also stands out is the potential to build a broader defense platform through ISR aircraft, autonomous ground systems and precision strike capabilities. If execution matches the opportunity, $ONDS could become an important player in the evolving defense technology landscape. The next phase will be worth watching.