While the Market Was Still Debating Whether Crypto Treasury Companies Were a Fad, BitMine Quietly Built the Largest One in Existence Hawkmont Research Published: August 24, 2026 Table of Contents The Old Story What the Numbers Actually Show Why the Market Keeps Getting Whipsawed The Mechanics Behind the Model BitMine vs. the Digital Asset Treasury Template The Latest Disclosures The Counterargument The Real Question Investment Implication Final Word 1. The Old Story For most

HAWKMONT RESEARCH | EQUITY RESEARCH | COMPANY UPDATE Ondas Inc. (NASDAQ: ONDS) Tariff Tailwinds Meet a Record Quarter: Reassessing the Thesis After Q2 Hawkmont Research | Defense Technology | Autonomous Systems | Equity Research August 18, 2026 TABLE OF CONTENTS Executive Summary Price and Market Snapshot Q2 2026 Results: The Numbers Behind the Headline The New Catalyst: Section 232 Drone Tariffs Valuation and the Bull/Bear Debate Balance Sheet and Capital Position Risks Hawk

While the Sector Was Still Being Priced as a Bond Proxy, Welltower Quietly Turned Itself Into a Growth Compounder Hawkmont Research Published: August 13, 2026 Table of Contents The Old Story What the Numbers Actually Show Why the Market Was Slow to Notice The Mechanics Behind the Growth Welltower vs. Its Own Sector The Second Quarter Confirmation The Counterargument The Real Question Investment Implication Final Word 1. The Old Story Health care REITs have a reputation, and