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@BlackScholesMan Avatar @BlackScholesMan Mike

Mike posts on X about ndaa, $mpti, $eosax, $lycax the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% countries XXXX% cryptocurrencies XXXX% technology brands XXXX% travel destinations XXXX%

Social topic influence ndaa #34, $mpti #1, $eosax #1, $lycax #19, $caci #8, all the 3.49%, $lhx #1, $asmax 2.33%, $bah 2.33%, $cvu XXXX%

Top accounts mentioned or mentioned by @vmaxpax @pennycheck @fundmyfund @jayapted @growth1956 @bussinbiotech @justinryu10 @hansmast @swedenukr @aktienakademie @floatpisces @stephen11198316 @grumpierbtday @barbell_ideas @beachdudeca @archaictriad @schwalbtrader @stockbully69 @jeffgabel @vastcnc

Top assets mentioned CACI INTERNATIONAL CLA (CACI) L3Harris Technologies Inc (LHX) Booz Allen Hamilton Holding, Corp. (BAH) Park Aerospace Corp. Common Stock (PKE) Viasat Inc (VSAT) AeroVironment, Inc. (AVAV) Teledyne Technologies Incorporated (TDY) SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC) MOOG INC CL B (MOG.B) Ethereum Name Service (ENS) Rocket Companies, Inc. (RKT) Elbit Systems Ltd (ESLT) General Dynamics Corporation (GD) Oshkosh Corp. (OSK) Dell Technologies, Inc. (DELL) Accenture (ACN) Mercury Systems Inc. (MRCY) Alphabet Inc Class A (GOOGL) Ondas Holdings Inc. Common Stock (ONDS) Moog Inc. (MOG.A) Raytheon Technologies Corp (RTX) Palantir (PLTR) Vaulta (A) Rocket Lab USA, Inc. Common Stock (RKLB) Planet Labs PBC (PL) BlackSky Technology Inc. (BKSY)

Top Social Posts

Top posts by engagements in the last XX hours

"The illusion of choice in directed energy: Yellow = $LASR + ITAR orange = $EOS.AX non-ITAR"
X Link 2025-12-07T15:23Z 3611 followers, 2441 engagements

"@pennycheck Correction - Rocket Lab bought Mynaric"
X Link 2025-12-10T18:22Z 3616 followers, XXX engagements

"$DCO - Another winner in the NDAA: Conservative Estimate: $125-260M annually Breaking it down: Missile Defense: $20-40M Radar Systems: $30-60M Aircraft Programs: $40-80M VLS: $25-50M Hypersonics: $10-30M This represents significant revenue for a company with 800M in revenue"
X Link 2025-12-10T21:04Z 3616 followers, XXX engagements

"A 20M contract for a company that does 50M in revenune this year. This is just the start on the PAC-3's as the NDAA singled orders through 2032"
X Link 2025-12-11T14:13Z 3616 followers, XXX engagements

"Market liked $MPTI slide deck today. I do too In addition to patriot missile restock they flagged this in the slides:"
X Link 2025-09-10T21:16Z 3591 followers, 4925 engagements

"New contract win for $mpti. Seems to be for a new program that I wasn't tracking. Will dig more tomorrow"
X Link 2025-09-18T23:31Z 3591 followers, 2825 engagements

"In addition to $lyc.ax I also grabbed some $asm.ax as well. They are not as richly valued and actually refine a highly specific product that only china produces for batteries. They are not quite full scale production yet in Korea but again: the more capital thrown at it the faster they can ramp vs peers"
X Link 2025-10-13T00:15Z 3598 followers, 6522 engagements

"$tdy - and the drone spend is just getting started"
X Link 2025-10-22T11:41Z 3592 followers, 1284 engagements

"I view $BAH guide lower as a floor vs a ceiling. I've always felt $BAH & $SAIC would be a FY26 story. However interesting divergence in outlooks vs $CACI"
X Link 2025-10-24T12:43Z 3588 followers, 1133 engagements

"$lyc.ax just announced they're becoming the only Western supplier of defense-critical heavy rare earths (samarium gadolinium etc.) in X months. Everyone else needs more time to scale up. The deal with Malaysia is fairly significant imo with its speed to market"
X Link 2025-10-28T23:20Z 3598 followers, 1728 engagements

"Very unusual way to raise capital for $AMPG. Here are the terms of the offering: Each right allows the purchase of one unit at $XXXX with up to X million units available. Each unit contains one share of common stock one Series A right (exercisable at $XXXX expiring July XX 2026) and one Series B right (exercisable at $XXXX expiring November XX 2026). The Series Rights are transferable but not listed on any exchange just like the subscription rights. If fully exercised (including both series) up to XX million new shares could be issued"
X Link 2025-10-30T11:55Z 3589 followers, 3189 engagements

"$CVU is a pefect example. Reported earnings today and they are putting the A-10 program behind them. This new RTX "missile" order should be fairly large and keep them busy all year on top of PAC-3's"
X Link 2025-11-14T21:11Z 3589 followers, XXX engagements

"And because of all the american content rules who will they have to use to build this stuff $MPTI From the call: "We've been asked to provide plans to dramatically increase our precision guided munitions production for certain programs as well as a new UAV program which we're very excited about""
X Link 2025-11-20T18:49Z 3590 followers, XXX engagements

"$EOS.AX - new capability they are shopping on there Apollo system"
X Link 2025-12-01T22:56Z 3590 followers, 3087 engagements

"@hansmast $lyc.ax and $asm.ax if you're a gambling man. They have multiple applications in the works with the US government. My focus in rare earths has been on companies that can x4 production immediately if given more capital"
X Link 2025-12-05T01:14Z 3595 followers, XXX engagements

"Out of $CODI for a sizable loss. Lugano being a complete zero was not my base case. Now this becomes a complex turn around story with debt holders involved. They probably get it all figured out: But I would rather harvest the tax loss and watch the rest of the story on CNBC"
X Link 2025-12-05T15:09Z 3589 followers, 6387 engagements

"Because that is all the recent NDAA funding outline gave them on C-UAS Marines got $253M total (after cuts) vs Army's $306M just for dedicated C-SUAS. Enough $ to buy some practice shotgun ammo"
X Link 2025-12-09T01:07Z 3603 followers, 1066 engagements

"Subtle but important power shift in the NDAA: "NO component of the Department of Defense may procure a counter-sUAS system unless such system: Has been validated and approved by the Task Force Is included on the approved list" So therefore my focus narrows to testing results"
X Link 2025-12-09T23:37Z 3603 followers, XXX engagements

"@schwalbtrader I was shocked to see the legacy business revenue growth accerlating"
X Link 2025-12-10T15:08Z 3603 followers, XXX engagements

"@AktienAkademie @floatpisces Correct. However why would he intentionally lie like this"
X Link 2025-12-11T11:26Z 3599 followers, XX engagements

"PAC-3 supply chain. $PKE $MOG/B $ENS $LHX With $MPTI getting "air defense" order today. NDAA codifies X years of production run rate that none of the primes can ignore"
X Link 2025-12-11T17:25Z 3616 followers, 1012 engagements

"From the NDAA: Section 844: Prohibition of procurement of molybdenum gallium or germanium from non-allied foreign nations $LPTH - doing an offering out of the blue. This is on top of an ATM a few weeks ago. This isn't bearish: They are getting market signals they need to massively increase capacity NOW Section XXX requires: Eliminate Chinese optical glass by 2030 Strategy due September 2026 Report on progress March 2027"
X Link 2025-12-11T22:18Z 3616 followers, 7758 engagements

"@StockBully69 Ndaa guarantee $avio X year run rate on solid boosters for missles"
X Link 2025-12-12T00:44Z 3616 followers, XXX engagements

"Maybe it's time for $UWMC to re-rate higher with $RKT"
X Link 2025-08-12T21:18Z 3610 followers, 5661 engagements

"I would rather see $RHM vs $CACI in here but I really like the make up of the new $JEDI ETF"
X Link 2025-10-10T14:56Z 3608 followers, 1856 engagements

"If they're briefing Congress this week we should start to see leaks soon"
X Link 2025-11-20T16:25Z 3609 followers, 2940 engagements

"@pennycheck Missed $MPTI: RF Filters manage radio frequency signals for communication and control systems Precision Oscillators provide accurate timing and frequency control which is critical for navigation GPS synchronization and coordinated operations"
X Link 2025-11-24T19:13Z 3609 followers, 1712 engagements

"Publicly Traded Companies on SHIELD Awardees List (Third time is a charm): General Dynamics - $GD L3Harris Technologies - $LHX Booz Allen Hamilton - $BAH CACI International - $CACI Viasat - $VSAT Mercury Systems - $MRCY Oshkosh Defense - $OSK Elbit Systems (parent of Elbit America) - $ESLT Frequency Electronics - $FEIM Alphabet/Google - $GOOG Dell Technologies - $DELL Accenture - $ACN Fortive - $FTV Rocket Lab - $RKLB Merlin Labs - $BATQ Momentus Space - $MNTS BAE Systems - $BA.L Schneider Electric - $SU (EPA) C3 . ai - $AI Serco Inc - $SRP.l NTT DATA SERVICES FEDERAL GOVERNMENT - $NTDTY"
X Link 2025-12-03T18:39Z 3616 followers, 5693 engagements

"First iteration of the drone rally was built on hype of orders in September/October time-frame. The next rally will be built on contract awards. Ergo $ONDS today. It is my belief the same will also play out but in a much more powerful way for $EOS.AX. In October we had drone siting over the E.U. drive the stock higher to only crater afterwards. If the CEO was truthful & accurate in his London video on contracts forthcoming"
X Link 2025-12-03T21:16Z 3605 followers, 1870 engagements

"Now in written form v video. $eos.ax"
X Link 2025-12-08T11:14Z 3610 followers, 1807 engagements

"@hansmast IMO $CODI does an sizable equity raise within the next month on getting clean with the SEC. I would guess at least 400M"
X Link 2025-12-08T14:21Z 3609 followers, XXX engagements

"Going through ndaa and patriot investment thesis is validated. Section XXX explicitly authorizes 7-year multiyear contracts for PAC-3 MSE This means: Suppliers get revenue certainty through 2032 Justifies capital investment in new production capacity Enables long-term supply agreements Protects against annual budget volatility"
X Link 2025-12-09T01:12Z 3615 followers, 1487 engagements

"This bullish $pke and $mog/a as s1 suppliers into the complex and $avio eventually when they get there plant built"
X Link 2025-12-09T01:13Z 3616 followers, 1288 engagements

"@JayApted @growth1956 Still in it. If wasn't for insider selling it would be much higher"
X Link 2025-12-09T21:33Z 3609 followers, XX engagements

"$CVU Strength all day on volume with no outside of the new CFO. I strongly suspect but cannot prove they are working on specialized control surfaces on hyper-sonic missiles with $RTX. There was alot of money in the NDAA for hyper-sonics"
X Link 2025-12-09T23:03Z 3605 followers, 1454 engagements

"Also buried in the NDAA:"
X Link 2025-12-09T23:07Z 3611 followers, 1500 engagements

"Did someone listened to me @Vmaxpax & @sweden_ukr Space on $EOS.AX"
X Link 2025-12-09T23:57Z 3616 followers, 2357 engagements

"Reminder - it's Hanwha world and we are all just living in it. They beat everybody on price for comparable systems XX% of the time. $kdef"
X Link 2025-12-10T01:07Z 3616 followers, XXX engagements

"@JeffGabel Can $pltr weld and work in cramped dangerous environments That is XX% of the problem. The other XX% is just not settling on a serialize design"
X Link 2025-12-10T01:14Z 3609 followers, XXX engagements

"@VASTCNC @BussinBiotech @fundmyfund Portions of the ndaa were written for $lpth"
X Link 2025-12-10T01:18Z 3609 followers, XXX engagements

"@barbell_ideas @pennycheck @Vmaxpax @BussinBiotech We just need $eos to break the chain with $dro to move forward. Solid contract which management has clearly telegraphed should do it"
X Link 2025-12-11T01:58Z 3609 followers, XXX engagements

"The problem: Every critical US satellite can be jammed. In a conflict we lose early warning GPS command & control. The solution: Laser communications. Can't be jammed. They beat Lockheed Northrop and other primes"
X Link 2025-12-11T14:21Z 3616 followers, XXX engagements

"The opportunity: What if this becomes standard on every satellite launched over the next 2-3 years - SpaceX uses laser links inter-satellite today - Ground comms are next - US has 40-50 GEO sats to retrofit - Hundreds of new military sats coming - Proliferated LEO could mean thousands more"
X Link 2025-12-11T14:21Z 3616 followers, XXX engagements

"@Stephen11198316 Eventually. In the NDAA they codified that all systems had to go through JT XXX for testing"
X Link 2025-12-11T18:50Z 3615 followers, XX engagements

"And everyone one of them will need $MPTI products to go into them even if they try to go on the cheep side. Reminder the picks and shovels drone makers"
X Link 2025-12-04T15:44Z 3616 followers, 3469 engagements

"@pennycheck They are going to have to skip RF communication and go with laser based communications from earth/sat. $AVAV $RKLB $VSAT Mynaric and of course SpaceX with the lead position"
X Link 2025-12-10T18:20Z 3616 followers, XXX engagements

"$pl labs blow out tonight is proof of what sat scaling can do to the bottom line. I think something similar will happen to $bksy except the results will be more pronounced because of pricing power of 35cm vs 40-50cm premium pricing. Also look at the market cap between the two. Which one has more room to run"
X Link 2025-12-11T01:43Z 3618 followers, 9364 engagements

"The great awaking of the PAC-3 &THADD supply chain awakens $MPTI"
X Link 2025-12-11T14:11Z 3616 followers, 2722 engagements

"The hardest part of defense tech investing Understanding opportunities buried in classified programs. $AVAV just revealed a major one: They won a $240M contract (up to $380M) to solve RF jamming vulnerability for military satellites"
X Link 2025-12-11T14:21Z 3616 followers, 2640 engagements

"@fundmyfund Tonight was an offering on top of at the atm That tells me a lot. Combined with the ndaa all the pieces of the puzzle are right there in front of you"
X Link 2025-12-12T00:19Z 3616 followers, XXX engagements

"@fundmyfund Ndaa forced his hand"
X Link 2025-12-12T13:15Z 3616 followers, XXX engagements