RT @KawzInvests: $LTRX - The Hidden Anduril/ONDAS Play Trading at a Fraction of Comps The Anduril supply chain keeps expanding. Here's one nobody's talking about. Lantronix just dropped a partnership with Safe Pro Group this morning. Most will scroll past it. Here's why that's a mistake. The Connection Nobody's Made: Safe Pro Group is the company Ondas Holdings poured $14M into back in October. $ONDAS now has a $5B market cap trading at 100x+ sales. But here's the real alpha: In December, Trillium Engineering selected LTRX Edge AI modules to power their gimbaled imaging systems for military drones. Pull up the Anduril Ghost spec sheet. The sensor listed? Trillium HD45. Connect those dots. LTRX appears to be in Anduril's supply chain. And now they have a direct relationship inside the ONDAS ecosystem too. The Valuation Gap Is Absurd: $ONDS - $5.0B market cap, ~$50M rev, 100x P/S $RCAT - $1.6B market cap, ~$40M rev, 40x P/S $KRKNF - $1.6B market cap, ~$100M rev, 16x P/S $OSS - $250M market cap, ~$30M rev, 8x P/S $LTRX - $270M market cap, $118M rev, 2.3x P/S $LTRX has more revenue than $ONDS, $RCAT, and $OSS combined. Trades at a fraction of the multiple. Why the Disconnect? $KRKNF is known as the Anduril sonar/battery supplier. That connection drove a 250%+ run. $LTRX has the Anduril imaging connection through Trillium and nobody is talking about it. They also have Red Cat for the Army SRR program. Three nodes in the defense drone ecosystem. One stock trading at legacy industrial multiples. The Setup: 5x P/S (half of $KRKNF) = $590M = 2x 10x P/S (still below comps) = $1.2B = 4x

$LTRX - The Hidden Anduril/ONDAS Play Trading at a Fraction of Comps The Anduril supply chain keeps expanding. Here's one nobody's talking about. Lantronix just dropped a partnership with Safe Pro Group this morning. Most will scroll past it. Here's why that's a mistake. The Connection Nobody's Made: Safe Pro Group is the company Ondas Holdings poured $14M into back in October. $ONDAS now has a $5B market cap trading at 100x+ sales. But here's the real alpha: In December, Trillium Engineering selected LTRX Edge AI modules to power their gimbaled imaging systems for military drones. Pull up the Anduril Ghost spec sheet. The sensor listed? Trillium HD45. Connect those dots. LTRX appears to be in Anduril's supply chain. And now they have a direct relationship inside the ONDAS ecosystem too. The Valuation Gap Is Absurd: $ONDS - $5.0B market cap, ~$50M rev, 100x P/S $RCAT - $1.6B market cap, ~$40M rev, 40x P/S $KRKNF - $1.6B market cap, ~$100M rev, 16x P/S $OSS - $250M market cap, ~$30M rev, 8x P/S $LTRX - $270M market cap, $118M rev, 2.3x P/S $LTRX has more revenue than $ONDS, $RCAT, and $OSS combined. Trades at a fraction of the multiple. Why the Disconnect? $KRKNF is known as the Anduril sonar/battery supplier. That connection drove a 250%+ run. $LTRX has the Anduril imaging connection through Trillium and nobody is talking about it. They also have Red Cat for the Army SRR program. Three nodes in the defense drone ecosystem. One stock trading at legacy industrial multiples. The Setup: 5x P/S (half of $KRKNF) = $590M = 2x 10x P/S (still below comps) = $1.2B = 4x