Ondas Holdings (ONDS) Deep Research Part 2: The $1B Predatory Playbook — Ondas Capital's Technology Bridge Rewrites the DefTech Map
Ondas Capital buys Eastern European battlefield-proven tech at wartime discounts, removes Chinese components for NDAA compliance, then monetizes at U.S. defense premiums. The $982M Mistral IDIQ validates the playbook. Information asymmetry as a systematic investment edge.