Who mentions $SPAI most on Surfaced?

@itschrisray (Chris Ray) mentions $SPAI most — 14 mentions in the past 12 months.

When was $SPAI first mentioned on Surfaced?

The earliest tracked mention of $SPAI in the Surfaced archive was on Dec 18, 2025.

How many voices track $SPAI?

3 FinTwit voices have mentioned $SPAI 30 times in the past 12 months.

What kind of voices mention $SPAI most?

$SPAI is mentioned most by Long Research voices on Surfaced.

$SPAI — FinTwit mentions on Surfaced

Recent mentions

30 mentions

@itschrisrayJul 13, 2026 · 5:37 PM

@johhnyWalkerAZ Research contracts are always small, but $SPAI has been winning a bunch in the last few months. I’m guessing one will convert to something big. Their market cap is tiny right now too.

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@itschrisrayJul 13, 2026 · 12:08 PM

Another research contract won by $ONDS partner, $SPAI. 👀

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@bmsinvestsJun 4, 2026 · 8:27 PM

🚨‼️ MONTHLY UPDATE ON $ONDS PUBLIC INVESTMENTS: $SPAI (Safe Pro Group) •Shares: 3,000,000 •Cost basis: $6.00 → $18,000,000 •Current price: $6.01 •Current market value: $18,030,000 Unrealized P/L: +$30,000 (+0.17%) ✅ $LPTH (LightPath Technologies) •Shares: 800,000 •Cost basis: $5.00 → $4,000,000 •Current price: $17.62 •Current market value: $14,096,000 Unrealized P/L: +$10,096,000 (+252.4%) 🔥 $KOPN (Kopin Corporation) •Estimated investment range: $10.25M – $13.53M (25-33% of the round) •Entry price: $2.10 •Current price: $6.39 •Current market value: ~$31.19M – $41.17M Unrealized P/L: +$20.94M to +$27.64M ✅ $UMAC (Unusual Machines) •Estimated investment: $15M – $22.5M (10-15% of the round) •Entry price: $17.00 •Current price: $32.30 •Current market value: ~$28.50M – $42.75M Unrealized P/L: +$13.50M to +$20.25M ✅ Estimated total unrealized gain: ~$44.57M to $58.02M profit 🚀 Key Insights: • $LPTH continues to be an absolute monster, now up over 250% and carrying significant weight. • $KOPN and $UMAC have both had massive breakouts and are delivering huge gains. • $SPAI has recovered to basically flat/tiny gain after previously being the main drag. Great work once again, @CeoOndas 👏🏻

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@itschrisrayMay 28, 2026 · 5:17 PM

@bodoxstocks I knew I should have added $SPAI wtffff 😂

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@itschrisrayMay 4, 2026 · 12:09 PM

$SPAI could be next… 👀

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@itschrisrayApr 30, 2026 · 2:39 PM

Names I don’t own that I’m at least vaguely interested in: Defense: $LPTH $SPAI $KRKNF Critical Minerals/Rare Earths: $USAR Uranium/Nuclear Energy: $UEC $UUUU $LEU $XE Space: $BKSY $ASTI Aerospace: $BAER $MRLN $HWM

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@bmsinvestsApr 29, 2026 · 4:06 PM

What’s everyone buying today then?👀 Personally, I’ve bought: $ONDS $SRFM $UAMY Eyeing up new positions in: $LPTH $KRKNF $SPAI $PRZO $HYPR doing well today also on my watchlist as they introduced India’s first portable MRI.

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@itschrisrayApr 29, 2026 · 12:16 PM

Hmmm… who’s the Prime? $SPAI x $ONDS? “Under the Agreement, Safe Pro and the Prime will collaborate on the development, integration, and deployment of next-generation battlefield intelligence solutions that combine AI-powered threat detection with autonomous air and ground platforms. The parties intend to leverage Safe Pro’s patented Safe Pro Object Threat Detection (SPOTD) AI platform, NODE-X edge compute systems, and computer vision technologies for use with drones and autonomous ground vehicles to deliver real-time situational awareness and force protection at the tactical edge. The teaming arrangement is expected to support the pursuit of additional program opportunities where Safe Pro’s AI capabilities can be integrated into larger Prime-led autonomous platforms.”

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@bmsinvestsApr 22, 2026 · 4:33 PM

🚨 UPDATE: $ONDS Unrealised Profit/Losses from Recent Investments as of 22/04/2026:   $SPAI (Safe Pro Group) Shares: 3,000,000 Cost basis: $6.00 → $18,000,000 Current price: ~$4.40 Current market value: $13,200,000 Unrealized P/L: $13.2M − $18.0M = –$4,800,000 (loss)  ⸻  $LPTH (LightPath Technologies) Shares: 800,000 Cost basis: $5.00 → $4,000,000 Current price: ~$14.23 Current market value: $11,384,000 Unrealized P/L: $11.384M − $4.0M = +$7,384,000 (gain)  ⸻  $KOPN (Kopin Corporation) Estimated investment range: $10.25M – $13.53M (25-33%) Entry price: $2.10 Current price: ~$3.15 Current market value: $15.38M - $20.30M Unrealized P/L: Between $5.13M and $6.77M  ⸻  $UMAC (Unusual Machines) Estimated investment: $15M – $22.5M (10-15%) Entry price: $17.00 Current price: $16.69 Current market value: $14.73M - $22.09M Unrealized P/L: –$0.27M–$0.41M  ⸻  Estimated total unrealized gain: ~$7.4M to $8.9M profit ✅  ⸻ Key Insights:  • The $LPTH position is doing most of the heavy lifting • $KOPN adds solid upside depending on actual allocation • $SPAI is the main drag on performance • $UMAC is roughly flat as most recent investment Great work, @CeoOndas 👏🏻

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@itschrisrayApr 21, 2026 · 12:16 AM

Wow, good guy $SPAI buying back 400,000 shares on the open market. 👏

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@bmsinvestsApr 15, 2026 · 2:48 PM

$SPAI $ONDS

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@itschrisrayApr 13, 2026 · 12:20 PM

$SPAI, a company that received a strategic investment from $ONDS last year, announced its latest product, NODE-X. NODE-X is the next generation of their AI-powered edge solution for drone imagery processing designed for rapid battlefield intelligence. This is a high performance, turnkey solution for analyzing drone footage (at the edge) to detect threats and rapidly inform mission planning.

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@itschrisrayApr 6, 2026 · 2:24 PM

$SPAI appoints SOCOM Joint Acquisition Task Force Commander, Colonel (Ret.) Jarret Mathews as Chief Operating Officer. @YoYInvestor pointed out that Mistral (merging with Ondas) has contracts to make underwater sensors and tactical gear for SOCOM. @CeoOndas says take note… 👀

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@itschrisrayApr 1, 2026 · 1:09 PM

$SPAI has won a few significant contracts lately, even if they’re not particularly large dollar-amounts. They’re clearly in the government’s favor, which is something investors should take note of. Worth keeping an eye on this one. $ONDS led a $14 million strategic investment into $SPAI last October.

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@bmsinvestsMar 25, 2026 · 4:06 PM

$SPAI $ONDS

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@itschrisrayMar 25, 2026 · 12:11 PM

$SPAI, a company $ONDS has invested in, has just named a former Anduril Executive & Army Contracting Officer to their Strategic Advisory Board. 👀

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@bmsinvestsMar 23, 2026 · 6:19 PM

🧵💭 One question that keeps popping up is: "How does $ONDS compare to its competitors?" Well, let me break it down for you..in terms of the top-level business, Ondas has zero competitors. Yes, you read that right. Ondas is the only company in the world that has a fully integrated, autonomous stack of: 🦅 Aerial: Short/Long Range ISR, OWA/OWE, Swarms, & Motherships 🚜 Ground: Tactical UGVs, Dog Robots, Autonomous Heavy Vehicles & Demining 🛡️ CUAS/Defence: Soft/Hard Kill, AMPS & ASIO 🛰️ Strategic: Stratospheric ISR & Private Wireless Network 🧠 Software/Brain: AI Electro-Optical Sensors, Open-C2 Infrastructure & $PLTR Partnership ⚙️ Hardware: In-House Rotary Engines & Fiber-Optic Spools Add in established US and European manufacturing through ONBERG/DMS, the capabilities gained through partnerships with $UMAC $KOPN $LPTH $SPAI & the new gateway into the Department of War through the acquisition of Mistral and you've got yourself an emerging powerhouse. When you break the business down into subsidiaries/acquisitions, of course there are competitors. Competition is expected and healthy. Fortem's DroneHunter F700 is a more mature, proven version of Iron Drone Raider. But pair IDR with Sentrycs' Horizon and there's nothing like that on the market from one company without integrations. DFEND is a direct competitor to Sentrycs with their CoRF technology. Again, pair Sentrycs' Horizon with IDR and you have an integrated stack of soft and hard kill CUAS you can't find anywhere else. Elbit are heavyweights for laser-protection systems, but BIRD have disrupted the space with the world's smallest laser-jamming system that can be attached to Ondas' UAV's. Paired with Ondas Networks' FullMAX and/or Apeiro Motion's spools and you have hardened, un-jammable assets that can survive in high-threat EW environments. Legacy primes and other established players in the defence industry have an edge in terms of reach, manufacturing capabilities etc. but Ondas' advantage is that they have a fully autonomous ecosystem, or 'System-of-Systems', that is scalable, agile and is gaining maturity rapidly. These single-point 'tool' companies are fine, you can go to Skydio and get 50 X10's for a police force and they'll do the job, no problem. However, Ondas aren't just chasing after these one-off hardware sales. They've built their portfolio to target massive multi-hundred million tenders for national borders, international airports and other global critical infrastructure. This means a steady influx of contracts and recurring high-margin software revenues, which is already being reflected in the contracts and tenders they've won the last few months. Simply put: Ondas is unique. Ondas is disruptive. Ondas is the future.

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@bmsinvestsMar 13, 2026 · 7:34 PM

$ONDS x $SPAI Ignoring the value of the potential contracts for a second, the humanitarian side of the work 4M & $SPAI are doing together is both vital and noble. Keep up the good work.

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@bmsinvestsMar 13, 2026 · 11:34 AM

Sounds perfect for $ONDS 4M and $SPAI 👀

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@bmsinvestsMar 11, 2026 · 12:06 PM

$ONDS 🇺🇦 Ukraine is facing the largest demining challenge since WWII. Here’s the impact it’s having on the country and how $ONDS can help support the effort ⬇️ 📉 $11.2bn annual GDP lost 📍 137,000 sq km still potentially contaminated 💰 $28bn–$37bn total cost to clear ⛑️ 9,000 predicted accidents by 2030 The current manual pace is too slow and extremely dangerous. Enter Ondas’ 4M Defense 💣 With a fresh ~$60M potential demining contract program in Israel, 4M are proving their autonomous model works. 🚀 4x Faster: AI-led surveys with drones and $SPAI threat detection tech replaces slow manual prodding 🛡️ Autonomous ground robotics keep combat engineers out of the blast zone 🌾 Accelerates the return of vital land to farmers and property developers 👀 4M are possibly the most underrated and highest potential ROI acquisition that Ondas have made (~$8m for 70%). cc @ive_m5 for the infographic you requested for the DLS crew.

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@bmsinvestsFeb 24, 2026 · 2:40 PM

$SPAI $ONDS 👀

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@itschrisrayFeb 23, 2026 · 1:57 PM

$SPAI projects over 500% YoY revenue growth in Q1 2026. $ONDS led a $14 million strategic investment into $SPAI back in October 2025.

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@itschrisrayFeb 20, 2026 · 7:55 PM

$SPAI has been awarded a $1 million subcontract agreement to supply AI-powered edge processing systems to the U.S. Government. The internal development and low-rate initial production (LRIP) supporting the award were funded under strategic investments from $ONDS and $UMAC. $SPAI - down 12% $ONDS - down 12% $UMAC - down 9% Make it make sense. 😂 https://t.co/tbSbrQXZeE

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@midascabalJan 28, 2026 · 1:35 AM

$ONDS invested into 3 companies: 1) $SPAI - 18m 2) $LPTH - 4m 3) $KOPN - 41m Which company are you holding?

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@midascabalJan 20, 2026 · 7:44 PM

$ONDS invested into 3 companies: 1) $SPAI - 18m 2) $LPTH - 4m 3) $KOPN - 41m Which company are you holding?

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@midascabalJan 15, 2026 · 11:29 PM

$ONDS invested into 3 companies: 1) $SPAI - 18m 2) $LPTH - 4m 3) $KOPN - 41m The only company that has not run up yet is $KOPN. https://t.co/ZkVVO25tif

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@itschrisrayJan 15, 2026 · 2:45 PM

Keeping a close eye on defense tech names $SPAI and $KOPN right now. U.S. micro cap companies that remind me of $OSS and $LPTH, but haven’t seen the same recent surges upward. They’re less attractive (lower margins or less revenue) but maybe more upside than downside here. 🤔

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@bmsinvestsJan 14, 2026 · 8:22 PM

$SPAI x $ONDS 👀

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@bmsinvestsJan 9, 2026 · 11:14 AM

$ONDS Unrealised Profit/Losses from Recent Investments (09/01/2026): $SPAI (Safe Pro Group)  Total acquired: 3 million shares at weighted average cost of $6.00/share ($18 million)  Current market value: $17.49 million (at $5.83/share) Unrealized loss: -$510,000 (~2.8%) $LPTH (LightPath Technologies)  Total acquired: 800,000 shares @ $5.00/share ($4 million) Current market value: $10.712 million (at $13.39/share) Unrealised profit: $6.712 million (~167.8% return) $KOPN (Kopin Corporation)  ~19.546 million shares issued at $2.10/share (total ~$41 million raised). Ondas’ exact stake undisclosed, but conservative estimate of 25–33% involvement equates to $10.25–$13.53 million invested  Unrealized profit (@ $3.00/share): $4.4–$5.7 million (~42.9% return) ———————————— 🚨 Total estimated unrealized gains across investments: $10.06 million – $11.9 million💸 @CeoOndas👏🏻

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@bmsinvestsDec 18, 2025 · 3:42 PM

$ONDS is simply not “just a drone company” anymore, and that was shown today by the 4M / $SPAI news. The use cases for autonomous systems are endless, and Ondas are creating one of the most diversified and comprehensive portfolios in the market that can now offer and support: ⚡️ Energy and Utility Infrastructure Inspection 👩‍🌾 Agricultural Crop Scouting and Monitoring ⛽️ Oil and Gas Facility Monitoring ⛏️ Mining Operations Inspection and Surveying 🚆 Rail and Transportation Network Management 🏗️ Heavy Construction Site Monitoring 🏙️ Urban Infrastructure Maintenance and Inspection 🏭 Aerial Security and Data Services for Industrial Sites ☀️ Environmental Monitoring and Anomaly Detection 👮‍♀️ Public Safety and Critical Infrastructure Protection 🪖 Homeland Security and Surveillance 🚁 Counter-Unmanned Aerial Systems Solutions 🥽 Intelligence, Surveillance, and Reconnaissance (ISR) 🛡️ Defense and Military Combat Operations 🚘 Unmanned Ground Vehicles (UGVs) for Military and Non-Military Applications 🧨 Demining and Explosive Detection 👓 Advanced Optics and Sensing for Drones 🚔 Drone as First Responder (DFR) Operations 🔎 Search and Rescue Missions 🌇 Smart City Planning and Urban Monitoring 🚙 Traffic Pattern Analysis and Management 🛤️ Subsurface Utility Engineering and Mapping 💣 Explosive Ordnance Disposal (EOD) and Route Clearance 🤝🏻 Military Logistics and Supply Delivery ⚠️ Hazardous Material Detection and Response 👓 Augmented Reality (AR) for Soldier Systems 🗾 Border Patrol and Security Operations 🛣️ Intelligent Highway Infrastructure and Drone Corridors 🧑‍🚒 Municipal Drone Services Across City Departments And much, much more.

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