Hawkmont Research

18/08/2026

Hawkmont Research has released a new report on Ondas Inc. (NASDAQ: ONDS), covering the company's record second quarter results, its rapidly growing backlog, and the newly announced Trump administration tariffs on imported drones, which could be a major structural tailwind for the company's U.S. manufacturing push.

Read the full breakdown, free, at the link in comments.

14/08/2026

New from Hawkmont Research: Welltower has quietly outrun the S&P 500 by more than 2x over the last five years, and it did it by rewriting what a "health care REIT" actually is. Our latest deep dive covers the demographic story behind the growth, the strongest quarter yet, and where the risks sit from here. Free to read, always ad-supported and conflict-free.

Link in comments.

07/08/2026

New research from Hawkmont: The Exit List, five stocks flashing warning signs right now.

We take a close look at $GLXY, $LCID, $APP, $OPEN, and $ANF, from cash burn and bankruptcy speculation to insider selling and cracking growth stories. No paywall, just the analysis.

Read the full breakdown https://www.hawkmontresearch.com/post/five-stocks-flashing-warning-signs-right-now

The Exit List.Most of what passes for market coverage is built around buying. Nobody gets clicks telling people what to avoid. But knowing when to get out of a position is arguably the more important skill, and it's the one that gets the least attention.The five names below aren't down because of a....

06/08/2026

Sanmina just posted a quarter that beat expectations on nearly every number that matters: revenue, earnings, margins, and guidance. Then the stock dropped almost 20 percent.

Our latest research note digs into why a beat and raise quarter got treated like a miss, what the free cash flow numbers are actually telling us underneath the headline EPS beat, and how Sanmina compares to peers like Celestica and Flex on the metrics that matter for the next leg of this story.

Free to read, no paywall, link in the comments below.

03/08/2026

Beating Nvidia on growth. Losing to Nvidia on returns. Priced higher anyway.

AMD (AMD) just landed two real 6-gigawatt AI chip deals with OpenAI and Meta, the strongest sign yet it can take real market share from Nvidia. But both deals were paid for partly in stock warrants tied to AMD's own share price, and AMD now trades at nearly 3 times Nvidia's forward earnings multiple despite far lower returns on capital.

Our new research note breaks down what's actually driving the numbers ahead of AMD's Q2 earnings report on August 4.

Read the full independent breakdown in comments.

03/08/2026

Starlink built the cash flow. Everything else is spending it.

That's the real story inside SpaceX (SPCX) right now. The stock is down over 50% from its post-IPO peak, and the company reports its first earnings as a public company on August 4, followed two days later by one of the largest lockup expirations in market history.

Our new research note breaks down what's actually driving the numbers: a dominant Starlink business, a loss-making AI segment it's funding, and a governance structure that gives one shareholder outsized control over both.

https://www.hawkmontresearch.com/post/space-exploration-technologies-corp-nasdaq-spcx

03/08/2026

Real profits. Real growth. Zero shareholder recourse.

Palantir (PLTR) is one of the only AI-era companies actually turning a real profit at scale, growing 85% year over year with a 60% operating margin. It's also structured so its three founders keep permanent voting control no matter how much stock they sell, and its revenue leans heavily on politically sensitive government contracts.

Our new research note breaks down both sides ahead of Palantir's Q2 earnings report on August 3. Read the full independent breakdown on hawkmontresearch.com.

https://www.hawkmontresearch.com/post/real-profits-real-growth-zero-shareholder-recourse-nasdaq-pltr

The Rare AI Company That Is Actually Profitable Trades Like It Can Never Be Wrong, and Its Founders Have Engineered Permanent Control No Matter How Much Stock They SellPublished August 2, 2026, ahead of Palantir's Q2 2026 earnings report, scheduled for August 3.Company SnapshotTable of Contents1. Ex...

13/07/2026

New from Hawkmont Research: a deep dive into how interest rates actually move stocks, gold, and real estate, and why "rates up, everything down" is far too simple to be useful.

The report breaks down the real mechanics behind asset pricing, including why gold can rise even when nominal rates are climbing, and why some rate hikes have historically coincided with rising stock markets. Includes four major historical case studies going back to the 1970s.

Read the full research report now.

https://www.hawkmontresearch.com/post/how-interest-rates-affect-stocks-gold-and-real-estate

A Hawkmont Research Framework ReportExecutive SummaryInterest rates are the single most important variable in asset pricing. Every equity, every ounce of gold, every square foot of real estate is valued, directly or indirectly, against the return available on a risk free instrument. When that baseli...

08/07/2026

New research from Hawkmont Research: TeraWulf (Nasdaq: WULF) just signed a 20 year, ~$19 billion lease with Anthropic and sold its stake in a Texas data center joint venture at a premium.

We break down what the deal means, how it compares to what other former bitcoin miners are doing in the AI space, and our full valuation and risk analysis.

Read the full report at the link below.
https://www.hawkmontresearch.com/post/from-bitcoin-miner-to-ai-landlord-why-terawulf-s-19-billion-anthropic-lease-changes-the-story