@VASTCNC Avatar @VASTCNC Chrispy

Chrispy posts on X about $onds, $umac, this is, $lpth the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 23.93% finance 14.53% technology brands 6.84% cryptocurrencies 5.13% countries 4.27% social networks 4.27% travel destinations 2.56%

Social topic influence $onds #102, $umac #3, this is 9.4%, $lpth #4, systems 8.55%, in the 8.55%, $kopn #1, the most 5.13%, iron 4.27%, $takof #3

Top accounts mentioned or mentioned by @vmaxpax @fundmyfund @blackscholesman @bussinbiotech @spaceinvestord @cruxcapital @ondasnetworks @ceoondas @crux_capital_ @anduriltech @youtube @americanrobotic @airoboticsuav @ivem5 @socraticscribe @evansall @pennycheck @lantronix @drnike23 @disruptorinvest

Top assets mentioned Ondas Holdings Inc. Common Stock (ONDS) Unusual Machines, Inc (UMAC) Velo (VELO) Rocket Lab USA, Inc. Common Stock (RKLB) AeroVironment, Inc. (AVAV) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Kratos Defense & Security Solutions, Inc. (KTOS) nLIGHT, Inc. Common Stock (LASR) Lockheed Martin Corporation (LMT) BITMINE IMMERSION TECH (BMNR) CACI INTERNATIONAL CLA (CACI) Opendoor Technologies Inc Common Stock (OPEN) Carpenter Technology Corp (CRS) Safe Pro Group Inc. (SPAI)

Top Social Posts

Top posts by engagements in the last [--] hours

"$AVAV LOCUST. 20mw Whats this a cat toy Homeys need some $LASR https://www.axios.com/2026/02/12/el-paso-laser-weapon-locust-drone https://www.axios.com/2026/02/12/el-paso-laser-weapon-locust-drone"
X Link 2026-02-13T02:02Z [----] followers, [---] engagements

"If you are invested in the drone space you need to internalize and re-read the June [--] EO. This was the first jug of gasoline added to this fire weve only started seeing the results napalm coming. $ONDS $UMAC https://www.whitehouse.gov/presidential-actions/2025/06/unleashing-american-drone-dominance/ https://www.whitehouse.gov/presidential-actions/2025/06/unleashing-american-drone-dominance/"
X Link 2025-08-12T23:20Z [----] followers, [---] engagements

"James Acuna Matada is about to show us into the kitchen. $ONDS When $open thinks they pulled away from $onds but theres one more announcement in the tank https://t.co/0x83OXzR8U When $open thinks they pulled away from $onds but theres one more announcement in the tank https://t.co/0x83OXzR8U"
X Link 2025-09-11T17:09Z [----] followers, [----] engagements

"We all know who has Rafael ties CUAS will be the next major wave of investments. $ONDS just getting started. Iron Beam [---] Reaches Final Development and Readiness for Delivery Rafael together with Israels Ministry of Defense has completed the final series of trials for the Iron Beam [---] the worlds first operational high-energy laser defense system. In these landmark tests Iron https://t.co/fhKrB9rL5i Iron Beam [---] Reaches Final Development and Readiness for Delivery Rafael together with Israels Ministry of Defense has completed the final series of trials for the Iron Beam [---] the worlds first"
X Link 2025-09-17T20:55Z [----] followers, [----] engagements

"I think this dude in the comments gets it. $ONDS tap to see the full image"
X Link 2025-09-18T04:59Z [----] followers, [----] engagements

"$ONDS is the global play. Of course $AVAV will be deep in there but the needle moves smaller with the big boys. Drones are set to be the key pillar in the EU's five-year battle plan to be unveiled tomorrow: Brussels Edition https://t.co/GFVxSqX40w Drones are set to be the key pillar in the EU's five-year battle plan to be unveiled tomorrow: Brussels Edition https://t.co/GFVxSqX40w"
X Link 2025-10-15T20:58Z [----] followers, [----] engagements

"$ONDS acquisition alert. Sorry Im late The acquisition of 4M Defense offers significant opportunity to Ondas by expanding our integrated AI-driven solutions. Land intelligence which includes combatting the scourge of landmines IEDs and UXOs requires the integration of aerial ground and AI/ML capabilities. We see The acquisition of 4M Defense offers significant opportunity to Ondas by expanding our integrated AI-driven solutions. Land intelligence which includes combatting the scourge of landmines IEDs and UXOs requires the integration of aerial ground and AI/ML capabilities. We see"
X Link 2025-10-27T13:02Z [----] followers, [----] engagements

"$TAKOF Volatus Aerospace CEO visiting @evansall at $UMAC headquarters in Florida. US + Canada can agree on drone supply chains"
X Link 2026-01-21T20:03Z [----] followers, [----] engagements

"@BussinBiotech Ive had $CRS on my watch list for a while never tempted because I rarely ball at those price levels"
X Link 2026-01-22T15:19Z [----] followers, [---] engagements

"For all the new guys in the back looking at $LPTH $OPTX $KRKNF and $KOPN One of these @anduriltech suppliers makes it easier to spot and also sells into primes putting them in a sweet spot between defense prime market dominance and disruptors scaling new high tech alternatives. It rhymes with might bath and you should be following @fundmyfund @BussinBiotech @pennycheck @Vmaxpax @BlackScholesMan And many more when you search the ticker. Just not the bots unless you cant spot bots you probably shouldnt be investing if you cant spot bots. We have a new(er) investor presentation from $LPTH πŸ“£πŸ“£πŸ“£"
X Link 2026-01-23T13:52Z [----] followers, 13.8K engagements

"$SPAI and Lantronix partnership Safe Pro Group and @lantronix have launched a strategic partnership to embed AI-powered threat detection directly into defense drones and unmanned systems. The results: πŸ”ΉReal-time landmine and small-threat detection πŸ”ΉEdge-based AI with no cloud dependency πŸ”ΉSeamless https://t.co/KFRr4Ycml1 Safe Pro Group and @lantronix have launched a strategic partnership to embed AI-powered threat detection directly into defense drones and unmanned systems. The results: πŸ”ΉReal-time landmine and small-threat detection πŸ”ΉEdge-based AI with no cloud dependency πŸ”ΉSeamless"
X Link 2026-01-27T15:12Z [----] followers, [---] engagements

"SentryCS still the most significant acquisition for $ONDS. Things are a little quiet over at $UMAC. Probably pushing out as many motors as they can to keep up with the February wave ahead. $LPTH still has gas in the acquisition tank. Wondering what may be simmering over there. Overall my sectors are doing well today. What may come from the macro environment is the question. Im just trying to avoid the noise and know what I own. $DPRO doing well today on their FPV USAF adoption Volatus ( $FLT $TAKOF) will probably have an inflection year (follow @Vmaxpax to stay up on the play). External"
X Link 2026-02-02T17:55Z [----] followers, [----] engagements

"Scale scale scale $UMAC X Big milestone for the team: Drew Camden has been promoted to President of Unusual Machines while continuing as COO. Leading execution continuity and scale congrats Drew.πŸ‘πŸ“ˆ #Leadership #USManufacturing #DroneIndustry https://t.co/69mK14sHi7 https://t.co/tCFHk5zazX X Big milestone for the team: Drew Camden has been promoted to President of Unusual Machines while continuing as COO. Leading execution continuity and scale congrats Drew.πŸ‘πŸ“ˆ #Leadership #USManufacturing #DroneIndustry https://t.co/69mK14sHi7 https://t.co/tCFHk5zazX"
X Link 2026-02-02T18:52Z [----] followers, [---] engagements

"Thats it. I need [--] $VELO machines a couple [--] axis CNCs with a robot arm and a handful of Swiss lathes and precision grinders. Whos going to fund me $VELO: This is pretty substantial. Mears Machine a strategic Velo3D partner and owns [--] printers just signed a long-term agreement with a US defense OEM that's expected to generate $100M in the first three years. https://t.co/P5Yu74dt7w (h/t @Dr_Nike23 https://t.co/ebWKCFgGJM $VELO: This is pretty substantial. Mears Machine a strategic Velo3D partner and owns [--] printers just signed a long-term agreement with a US defense OEM that's expected to"
X Link 2026-02-03T17:16Z [----] followers, [---] engagements

"@disruptorinvest Youre saying I can catch an entry soon"
X Link 2026-02-04T00:09Z [----] followers, [---] engagements

"I was borderline certain that the Ukrainian Defense company on the DDG was the ONDS connection Darley came out of nowhere and now adds a foot in the door for municipality deployments Skydios bread and butter. Im going to bet good money well see a wasp nest product rolling out (wasp in a box) as a lower priced alternative to the iron drone or Optimus systems. Three bears product pricing model. Wasp itself is a candidate for dual use. A lot of the frame components appear to be 3d printed (sintered nylon or powder jet) if they can get it to injection molding and higher levels of automated"
X Link 2026-02-05T02:27Z [----] followers, [---] engagements

"@lukas_m_ziegler Strain Wave Actuators/Harmonic drives"
X Link 2026-02-06T14:16Z [----] followers, [--] engagements

"Wait what $UMAC rolling out US headset production already https://www.linkedin.com/posts/allan-evans-phd_i-want-to-highlight-tom-mercier-and-his-production-share-7424827257791164416-hahRutm_medium=ios_app&rcm=ACoAAAouzXoBe1mmUEwHOVtAcXt5qfWGwK4z5Go&utm_source=social_share_send&utm_campaign=x https://www.linkedin.com/posts/allan-evans-phd_i-want-to-highlight-tom-mercier-and-his-production-share-7424827257791164416-hahRutm_medium=ios_app&rcm=ACoAAAouzXoBe1mmUEwHOVtAcXt5qfWGwK4z5Go&utm_source=social_share_send&utm_campaign=x"
X Link 2026-02-06T14:18Z [----] followers, [----] engagements

"@KurruptDad Interesting stuff. We gotta get a quant circle going"
X Link 2026-02-08T19:34Z [----] followers, [--] engagements

"@skyler_chan_ If youre building pitch decks and promises instead of hardware and systems youre ngmi"
X Link 2026-02-09T13:32Z [----] followers, [--] engagements

"$LPTH print it on to the next one. 9.6m. Existing Customer G5 sounds like Trust Automation. @BussinBiotech probably has some deeper details Im sure. https://www.prnewswire.com/news-releases/lightpath-technologies-receives-9-6-million-purchase-order-for-cooled-infrared-cameras-from-existing-defense-customer-302681973.html https://www.prnewswire.com/news-releases/lightpath-technologies-receives-9-6-million-purchase-order-for-cooled-infrared-cameras-from-existing-defense-customer-302681973.html"
X Link 2026-02-09T13:40Z [----] followers, [----] engagements

"$VELO model in the oven from the mensch. First pass at a $VELO financial model. Lots of moving parts and even the co is having difficulty modeling themselves. First pass at a $VELO financial model. Lots of moving parts and even the co is having difficulty modeling themselves"
X Link 2026-02-09T13:44Z [----] followers, [---] engagements

"@stocksnipa Spacemob bait $ASTS will be just fine. $RKLB will continue to launch and build the payloads for SpaceX and Blue Origin. Space is big theres room"
X Link 2026-02-09T21:26Z [----] followers, [---] engagements

"@JeongHaeju @Polymarket @PolymarketTrade Crypto bros found another pump vector. I guess you need to diversify when your core assets are continuing to fail"
X Link 2026-02-09T21:29Z [----] followers, [---] engagements

"Damn. Kiwis go hard. A lesson in how primes name hardware. @anduriltech named their auto-sub Ghost Shark. This Lockheed copy is named after an eel with no jaw A lesson in how primes name hardware. @anduriltech named their auto-sub Ghost Shark. This Lockheed copy is named after an eel with no jaw"
X Link 2026-02-10T00:09Z [----] followers, [----] engagements

"@SpaceInvestor_D $MNTS + $ASTI + $VELO = the ultimate space gambit basket"
X Link 2026-02-10T01:56Z [----] followers, [---] engagements

"@crux_capital_ Megawatt class is bigger than air and missile defense. It can take out satellites my friend. Its a new level of strategic deterrence. Thats the angle many are missing and nation states are chasing"
X Link 2026-02-10T02:30Z [----] followers, [---] engagements

"@crux_capital_ @Vmaxpax and @BlackScholesMan are all over this sector. You should also be looking into EOS (the Australian company). They are positioned the best to be the NATO play"
X Link 2026-02-10T02:33Z [----] followers, [---] engagements

"Utah can donate our firewood. Weve had Southern California level temps and snowfall rates. Picked a hell of a year to start weather modification. May a thousand hard tech bonfires burn May a thousand hard tech bonfires burn"
X Link 2026-02-10T13:30Z [----] followers, [---] engagements

"I concur which is why Im in Rocketlab and not AST Space mobile. I had much more interest in one strategy over the other. Its not to fade $ASTS I made my play when I was looking at the market. I would have made more with an ASTS position at the time I bought in $RKLB but I have much more fun digging into Rocketlab. If you dont really have conviction and interest into what you own you dont know what you own. I learned that from Spacemob. Doesnt mean I have to own AST to benefit. https://twitter.com/i/web/status/2021227551931367930 https://twitter.com/i/web/status/2021227551931367930"
X Link 2026-02-10T14:19Z [----] followers, [---] engagements

"@crux_capital_ @Vmaxpax I think the current deployed lasers are Lockheed Martin 60kw systems (HELIOS). Its only deployed on a couple destroyers. Also only been active for a few years"
X Link 2026-02-10T18:07Z [----] followers, [--] engagements

"How long was it shut down and what was the monetary impact HT @sweden_ukr BREAKING: The flight shutdown in El Paso is reportedly tied to U.S. military counter-drone technologies targeting Mexican cartels according to AP. BREAKING: The flight shutdown in El Paso is reportedly tied to U.S. military counter-drone technologies targeting Mexican cartels according to AP"
X Link 2026-02-11T14:11Z [----] followers, [---] engagements

"El Paso airport shutdown lasted for [---] hours because it was overnight I used the lower bound of an economic cost model [----] million dollars. That could buy approximately [--] $ONDS iron drone raider systems (estimate)"
X Link 2026-02-11T15:13Z [----] followers, [----] engagements

"$OUST Ouster (@ousterlidar) has acquired StereoLabs (@Stereolabs3D) a pioneer in AI vision and perception solutions. "StereoLabs is a world-class perception company recognized for its market-leading stereo cameras and AI vision software making it a natural fit for Ousters next https://t.co/Ew7xK2JaNW Ouster (@ousterlidar) has acquired StereoLabs (@Stereolabs3D) a pioneer in AI vision and perception solutions. "StereoLabs is a world-class perception company recognized for its market-leading stereo cameras and AI vision software making it a natural fit for Ousters next https://t.co/Ew7xK2JaNW"
X Link 2026-02-11T15:25Z [----] followers, [---] engagements

"52w high $ASTI. Love it when a move rhymes. $ASTI: Real-time short interest is at 1.7M shares compared to the float of 6.3M shares. That's 27.3% of the float short You have to be a special kind of DUMB to be short a $50M market cap "call option" on game changing solar technology IPπŸ€·β™‚ $ASTI: Real-time short interest is at 1.7M shares compared to the float of 6.3M shares. That's 27.3% of the float short You have to be a special kind of DUMB to be short a $50M market cap "call option" on game changing solar technology IPπŸ€·β™‚"
X Link 2026-02-11T16:02Z [----] followers, [---] engagements

"Deets from El Paso"
X Link 2026-02-11T19:50Z [----] followers, [----] engagements

"@BlackScholesMan @Mike10947310 High powered Lasers for airport security sounds like a bad idea for me"
X Link 2026-02-11T20:55Z [----] followers, [--] engagements

"$LPTH Earnings https://www.prnewswire.com/news-releases/lightpath-technologies-reports-fiscal-2026-second-quarter-financial-results-302685505.html https://www.prnewswire.com/news-releases/lightpath-technologies-reports-fiscal-2026-second-quarter-financial-results-302685505.html"
X Link 2026-02-11T21:07Z [----] followers, [---] engagements

"Always a great space. https://x.com/i/spaces/1LyxBXWQWlaGN https://x.com/i/spaces/1LyxBXWQWlaGN"
X Link 2026-02-12T01:05Z [----] followers, [---] engagements

"$RSP divergence from $SPY"
X Link 2026-02-12T01:36Z [----] followers, [---] engagements

"HT @Clarke61997337"
X Link 2026-02-12T01:41Z [----] followers, [---] engagements

"Extreme environments eh (Toronto) $FLT $takof Volatus tightening the relationship with NATO https://www.globenewswire.com/news-release/2026/02/09/3234405/0/en/Volatus-Secures-Drone-Training-Contract-with-NATO-Defence-Partner.html https://www.globenewswire.com/news-release/2026/02/09/3234405/0/en/Volatus-Secures-Drone-Training-Contract-with-NATO-Defence-Partner.html"
X Link 2026-02-12T11:52Z [----] followers, [---] engagements

"Utah represent. $ONDS taking an L Or has the bell not yet rung https://x.com/bmsinvests/status/2021929915600224445 https://x.com/bmsinvests/status/2021929915600224445"
X Link 2026-02-12T12:52Z [----] followers, [---] engagements

"RT @SpaceInvestor_D: Momentus sits at $9M market cap reflecting a severe financial situation despite a potential revenue path reaching up"
X Link 2026-02-12T14:36Z [----] followers, [--] engagements

"Some more details on Volatus. Keep an eye on @Vmaxpax and @BlackScholesMan for a closer look at this play and global defense coverage in general. Ill be the first to admit Im America biased in my investments but the money being spent globally and the shifting world orders cant underestimated. These are notifications on level perspectives. $FLT.V & $TAKOF - Canada's Arctic Defense Infrastructure Play The market sees a drone training company. We see Canada's answer to Arctic sovereignty & $ONDS partnership with catalyst stacking. Here's why the April [--] budget could be a game-changer for"
X Link 2026-02-12T18:04Z [----] followers, [---] engagements

"I dont usually post my drone DD on my feed because I dont want to be shilly. I charge [--] dollars and do not provide financial advice but this is where I try to keep up. I just doubled the price though. Ill double again at [---] members. I may be in or out of these plays at any time and contributions are welcome for drone and drone adjacent news and takes. $ONDS $UMAC $RCAT $AVAV $KTOS $LPTH $KOPN $UAVS $DPRO $TAKOF https://x.com/i/communities/1950606259738026279 https://x.com/i/communities/1950606259738026279"
X Link 2026-02-09T13:49Z [----] followers, [---] engagements

"The mining is being addressed and funded the refining processing bonding and sintering are the next wave. No good clean plays in the American public markets. Closest (but frothiest) is $CODI through their control of Arnold Magnetics and $BLBX. Yes black box stocks. They are filing for a reverse merger with ReAlloys which owns PMT critical metals in Ohio. Low confidence plays and Im not positioned in either just thought Id share some of my old DD. There is also $AREC partnering with Vulcan Magnetics $USAR that should have a refining facility open this quarter and $MP which youre familiar with."
X Link 2026-02-10T00:00Z [----] followers, [---] engagements

"@SpaceInvestor_D @AstroForge wave loading"
X Link 2026-02-10T01:40Z [----] followers, [---] engagements

"$LASR shark do do $COHR. Not sure who built it but theres a play there UPDATE (CNN): Source briefed by FAA tells me that military activity behind the El Paso flight ban included unmanned aircraft operations and laser countermeasure testing in airspace directly adjacent to civilian routes into El Paso International. Airspace restriction just lifted. https://t.co/Z9GnxkwI48 UPDATE (CNN): Source briefed by FAA tells me that military activity behind the El Paso flight ban included unmanned aircraft operations and laser countermeasure testing in airspace directly adjacent to civilian routes into"
X Link 2026-02-11T14:37Z [----] followers, [---] engagements

"$LPTH rerates $LPTH Canaccord [----] from [--] HCW [--] from [--] Canaccord analyst Austin Moeller raised the firm's price target on LightPath to $15.50 from $15 and keeps a Buy rating on the shares. The firm noted they posted a top and bottom line beat as its strong demand signals suggest growth is $LPTH Canaccord [----] from [--] HCW [--] from [--] Canaccord analyst Austin Moeller raised the firm's price target on LightPath to $15.50 from $15 and keeps a Buy rating on the shares. The firm noted they posted a top and bottom line beat as its strong demand signals suggest growth is"
X Link 2026-02-12T13:07Z [----] followers, [---] engagements

"I wanna see the $KTOS FPV. Were proud to be selected to participate in Phase [--] Gauntlet of the Office of the @SecWar's Drone Dominance Program a live competition to evaluate advanced unmanned systems. Kratos continues advancing innovative affordable unmanned technologies to support rapid mission Were proud to be selected to participate in Phase [--] Gauntlet of the Office of the @SecWar's Drone Dominance Program a live competition to evaluate advanced unmanned systems. Kratos continues advancing innovative affordable unmanned technologies to support rapid mission"
X Link 2026-02-12T17:27Z [----] followers, [----] engagements

"@fundmyfund maybe instead of The Detective Sherlock Holmey Workshopping anyway as always. THE BEST $LPTH coverage this side of the Karman line. $LPTH Pelco a subsidiary of Motorola appears to be using G5 thermal cameras in their Silent Sentinel Jaegar MK [--]. For example purposes see images below showing a perfect match on horizontal field of view spectral band focal length and optical zoom for the G5 MWIR short range https://t.co/oKxWTtv0oT $LPTH Pelco a subsidiary of Motorola appears to be using G5 thermal cameras in their Silent Sentinel Jaegar MK [--]. For example purposes see images below"
X Link 2026-02-12T18:28Z [----] followers, [---] engagements

"$TAKOF Volatus interview I just noticed that dropped the other day. @Vmaxpax @BlackScholesMan https://youtu.be/bZm_KnEzWhssi=s3CQE8-KlSap0KiD https://youtu.be/bZm_KnEzWhssi=s3CQE8-KlSap0KiD"
X Link 2026-02-12T21:57Z [----] followers, [----] engagements

"RT @sendcutsend: If you missed it this interview is the most in-depth look into @jimbelosic's wild brain and how he built SendCutSend and"
X Link 2026-02-13T16:30Z [----] followers, [--] engagements

"@BlackScholesMan knows how to play it. Its already a top holding for me. $UMAC Took some $UMAC on this after hours. They are tripling down on American content on this. Took some $UMAC on this after hours. They are tripling down on American content on this"
X Link 2026-02-13T21:43Z [----] followers, [---] engagements

"RT @SpaceInvestor_D: This marks the dawn of Space Race [---]. History will split in two eras before Moon Base and after Moon Base. "As I h"
X Link 2026-02-14T16:11Z [----] followers, [--] engagements

"Another one. $ONDS $ONDS Ondas Secures New Multi-Million Dollar European Order for Iron Drone Raider to Protect Civil Infrastructure Following Successful Deployment at Major International Airport with Customer https://t.co/P7017PgSHA $ONDS Ondas Secures New Multi-Million Dollar European Order for Iron Drone Raider to Protect Civil Infrastructure Following Successful Deployment at Major International Airport with Customer https://t.co/P7017PgSHA"
X Link 2026-02-13T13:33Z [----] followers, [---] engagements

"$AMPX $QS $ABAT $CVV Some of these you may be familiar with $CVV is a deep cut do your own research but they are very well valued and build the equipment that enable the next wave of many of these technologies. Worth a look. Exclusive: The Department of Energy is backing a push to build superbatteries that could dramatically extend the range of U.S. combat drones. https://t.co/Sgwynyaaho Exclusive: The Department of Energy is backing a push to build superbatteries that could dramatically extend the range of U.S. combat drones. https://t.co/Sgwynyaaho"
X Link 2026-02-13T16:28Z [----] followers, [----] engagements

"Ht @FranciscoSpace5 . Software may be dying on the vine hardware is getting discounted. The urgency of the threat is prompting the Defense Innovation Unit to solicit products in time for a spring [----] demonstration. https://t.co/6mq1wX3COC The urgency of the threat is prompting the Defense Innovation Unit to solicit products in time for a spring [----] demonstration. https://t.co/6mq1wX3COC"
X Link 2026-02-13T16:33Z [----] followers, [---] engagements

"Demo time. What people may not be noticing is the Ghost Drone perspective in the corner is delivering real time wire frames of unit movements directly to the operators perspective through the obstruction. This is what @PalmerLuckey means by superpowers. You can use any asset like a drone or even potentially high altitude or VLEO assets to see through walls. See before you're seen. EagleEye enhances the warfighters perception by overlaying digital information onto the real world delivering vital real-time insights. https://t.co/Yl0tmlhHzd See before you're seen. EagleEye enhances the"
X Link 2025-10-13T19:02Z [----] followers, 1.3M engagements

"$KOPN catching some Pentagon love. https://www.war.gov/News/Releases/Release/Article/4405418/dow-strengthens-domestic-production-of-critical-display-technologies/ https://www.war.gov/News/Releases/Release/Article/4405418/dow-strengthens-domestic-production-of-critical-display-technologies/"
X Link 2026-02-12T21:31Z [----] followers, [----] engagements

"Been a long time since I did an allocation update. Of my new positions $OPTX and $ASTI are the ones that maintained allocation through the rough stretch. $VELO Ive been in and out of I am likely to trim on the next runup. $CVV is new $KOPN Im back in. $LPTH $ONDS $UMAC and $RKLB remain my core [--]. https://twitter.com/i/web/status/2023248462670897396 https://twitter.com/i/web/status/2023248462670897396"
X Link 2026-02-16T04:09Z [----] followers, [----] engagements

"$LMT motion in the ocean. .@LockheedMartin unveiled LampreyMMAUV a breakthrough plug-andplay submersible that gives U.S. and allied warfighters a technological and strategic advantage in todays contested maritime arena. Click below for more: .@LockheedMartin unveiled LampreyMMAUV a breakthrough plug-andplay submersible that gives U.S. and allied warfighters a technological and strategic advantage in todays contested maritime arena. Click below for more:"
X Link 2026-02-09T21:20Z [----] followers, [---] engagements

"This is what constrained production looks like. Ukraines SkyFall is ramping up production of [------] Vampire bomber drones annually. The [--] kg-capable drones reach [--] km/h over [--] km and now cost $8500 down from $20000 with full local manufacturing expected by years end. https://t.co/HYr4Q5qJj0 Ukraines SkyFall is ramping up production of [------] Vampire bomber drones annually. The [--] kg-capable drones reach [--] km/h over [--] km and now cost $8500 down from $20000 with full local manufacturing expected by years end. https://t.co/HYr4Q5qJj0"
X Link 2026-02-13T18:25Z [----] followers, [---] engagements

"Japanese counter drone lasers The Japan Maritime Self Defense Force test ship JS Asuka has begun maritime trials of a [---] kW high energy shipborne laser system. The platform is now equipped with a counter drone radar suite indicating a clear focus on unmanned aerial threat interception and close range https://t.co/mBAxSwv06d The Japan Maritime Self Defense Force test ship JS Asuka has begun maritime trials of a [---] kW high energy shipborne laser system. The platform is now equipped with a counter drone radar suite indicating a clear focus on unmanned aerial threat interception and close range"
X Link 2026-02-13T19:30Z [----] followers, [---] engagements

"Oh hell yeah. $LPTH interview with the man the myth the legend @skrubin Move aside babe a new Sam Rubin $LPTH interview just dropped 🍽 https://t.co/ZDBONrbORc Move aside babe a new Sam Rubin $LPTH interview just dropped 🍽 https://t.co/ZDBONrbORc"
X Link 2026-02-14T16:24Z [----] followers, [----] engagements

"@thekookreport $IRDM value is in their PNT chips now"
X Link 2026-02-16T01:53Z [----] followers, [---] engagements

"I whole heartedly agree with that assessment. Im just curious what AST has up its sleeve in terms of M&A. I see them laser focused on the addressable market ahead of them. PNT is not a side quest its a core element. Data Centers in space is a bit of a sidequest but undeniable. If we do a Venn diagram of the $ASTS existing strategy and potential for AI I could see a lot of accretive potential in that overlap. https://twitter.com/i/web/status/2023431144046477433 https://twitter.com/i/web/status/2023431144046477433"
X Link 2026-02-16T16:15Z [----] followers, [--] engagements

"Right now in my model I have a future P/S of [--] given todays dip. (Forward guidance times last years 26% beat) Im up 235% on the position and will be hitting long term gains in a couple months. Unfortunately when I first started trading I didnt know what a tax lot was so I lost some of my earliest buys. Im adding again at these levels. Going degen on options. NFA for the chartists. One day Ill get on your level. https://twitter.com/i/web/status/2019237658988605751 https://twitter.com/i/web/status/2019237658988605751"
X Link 2026-02-05T02:32Z [----] followers, [--] engagements

"@quiteuninformed Dept of energy nuclear innovation campus https://www.mining.com/us-department-of-energy-opens-search-for-nuclear-innovation-campus-hosts/ https://www.mining.com/us-department-of-energy-opens-search-for-nuclear-innovation-campus-hosts/"
X Link 2026-02-05T04:18Z [----] followers, [--] engagements

"@BussinBiotech AI is a threat to all skilled service labor and also not going to return on capex spend. Its Shrodingers crash"
X Link 2026-02-06T02:07Z [----] followers, [---] engagements

"Drones in boxes Hmm thats a novel idea. I wonder if $ONDS may be interested. New DIU Project Targets Scalable Containerized Drone Systems - DRONELIFE https://t.co/1byZSXTrxV New DIU Project Targets Scalable Containerized Drone Systems - DRONELIFE https://t.co/1byZSXTrxV"
X Link 2026-02-06T02:54Z [----] followers, [----] engagements

"$ONDS is experimenting with a new kind of TAM the Thai Addressable Market Saw this on Facebook aka Meta $ONDS https://t.co/PBOyQ8dPba Saw this on Facebook aka Meta $ONDS https://t.co/PBOyQ8dPba"
X Link 2025-08-10T19:18Z [----] followers, [----] engagements

"Required listening for drone industry investors $ONDS Watching and listening to this now CC $ONDS folk. Eric Brock on Scaling Sovereign Infrastructure: Drones and CUAS https://t.co/NgWRwBwejB via @YouTube Watching and listening to this now CC $ONDS folk. Eric Brock on Scaling Sovereign Infrastructure: Drones and CUAS https://t.co/NgWRwBwejB via @YouTube"
X Link 2025-08-10T23:44Z [----] followers, [---] engagements

"This is the part of the call that I am most interested in. $ONDS going hard on Detroit manufacturing. DFM at scale"
X Link 2025-08-12T13:13Z [----] followers, [----] engagements

"Mother of god what are they scooping up $ONDS Ondas Holdings Inc. Prices Upsized $150 Million Public Offering of Common Stock https://t.co/WauLW0N8nd @AmericanRobotic @AiroboticsUAV @OndasNetworks $ONDS Ondas Holdings Inc. Prices Upsized $150 Million Public Offering of Common Stock https://t.co/WauLW0N8nd @AmericanRobotic @AiroboticsUAV @OndasNetworks $ONDS"
X Link 2025-08-13T12:56Z [----] followers, [----] engagements

"Another drone thesis focused on $ONDS Drone Sector Thesis: I believe the sector is positioned to be one of the most important growth markets of the next decade. The applications are broad and still underappreciated. In the future I believe drones will play a role in replacing manned aircraft. As autonomous vehicles https://t.co/mSPZpamtYW Drone Sector Thesis: I believe the sector is positioned to be one of the most important growth markets of the next decade. The applications are broad and still underappreciated. In the future I believe drones will play a role in replacing manned aircraft. As"
X Link 2025-08-17T22:04Z [----] followers, [----] engagements

"$ONDS and $UMAC climbing out of it. Youre welcome I put in some limit options at the floor to turn it around now its up to twitter voodoo to call the bottom and say were back so it will dip lower so I can hit my limit buy"
X Link 2025-08-20T15:28Z [----] followers, [---] engagements

"@StockSavvyShay $ONDS + $UMAC. Drone season is here"
X Link 2025-08-20T16:36Z [----] followers, [----] engagements

"Strong signal that the market is shifting from exquisite systems to attritable. This is core to $ONDS positioning with Rift and $UMAC focus on lowering the prices on American component production. Neros is looking tasty as an acquisition target. The way those Gundo boys are ramping up production and lowering unit economics is impressive. Attritables may be a game of margins but I think they are executing very well in that domain. IDF boosts defense with Xtends advanced FPV drone The Jerusalem Post https://t.co/gzfp1m9gmG IDF boosts defense with Xtends advanced FPV drone The Jerusalem Post"
X Link 2025-08-20T16:56Z [----] followers, [----] engagements

"For those of you bullish on $ONDS you may not realize how much potential the Ondas Networks line of business has. This little bump(see picture) was when the Association of American Railroads Selected Ondas Networks as the communication standard for system upgrades. For my holdings it was my first big gain. This is being rolled out now in Chicago with @SiemensMobility. This RFI from @ive_m5 shows how much Siemens is investing in American manufacturing and how well they know how to play the game with the white house. When @SiemensMobility wins $ONDS wins. This has the potential to catch up to"
X Link 2025-08-23T14:26Z [----] followers, [----] engagements

"The official post from $ONDS Ondas Holdings is strengthening its defense portfolio with a majority stake in S.P.O. Smart Precision Optics. This move combines SPOs precision electro-optics with Ondas global reach supporting next-gen systems for missile defense counter-UAV and allied security operations. https://t.co/qhWkkbIu8e Ondas Holdings is strengthening its defense portfolio with a majority stake in S.P.O. Smart Precision Optics. This move combines SPOs precision electro-optics with Ondas global reach supporting next-gen systems for missile defense counter-UAV and allied security"
X Link 2025-08-26T16:41Z [----] followers, [---] engagements

"Wanna see my biggest paper hands moment Tariffs hit me early in my investment life I learned a lot. I started trading in March. I took things slower after that. $ONDS"
X Link 2025-08-28T18:15Z [----] followers, [----] engagements

"@Jake__Wujastyk @ive_m5 For real. How about who fumbled the bag hardest Luckily I kept buying but it would have been nice if I just held the fuck on. $ONDS $10 by EOY"
X Link 2025-08-28T19:12Z [----] followers, [----] engagements

"Hmmmm. I wonder what drone company Israel may like to suggest $ONDS I was pleased to welcome Israeli Minister of Foreign Affairs Gideon Saar to @DHSgov headquarters today. We reaffirmed our commitment to a strong partnership with Israel on immigration border security and combatting antisemitism. Thank you @gidonsaar. https://t.co/8hBvporwYO I was pleased to welcome Israeli Minister of Foreign Affairs Gideon Saar to @DHSgov headquarters today. We reaffirmed our commitment to a strong partnership with Israel on immigration border security and combatting antisemitism. Thank you @gidonsaar."
X Link 2025-08-29T12:05Z [----] followers, [----] engagements

"I was thinking about this earlier today I want the first headlines about an American soil drone attack to be about how it was stopped. This is why Im so heavy into $ONDS and why @SecDef is putting an emphasis on C-UAS. We need the best to rolled out before this happens. Drones are already smuggling drugs across borders into prisons and used against helicopters by cartels. Its only a matter of time before extremists reach for this tool on our soil. This arrival talks of right wing extremists but I could see it coming from the left or from any ideological extreme. Alarm as US far-right"
X Link 2025-08-30T23:42Z [----] followers, [----] engagements

"Boom called it. $UMAC factory first look. https://youtu.be/dVo5FfVZKdssi=X6fQ20h5Nou-G8Hr https://youtu.be/dVo5FfVZKdssi=X6fQ20h5Nou-G8Hr"
X Link 2025-09-02T20:57Z [----] followers, [----] engagements

"$ONDS holders mark your calendars. Ondas @CeoOndas Eric Brock will present at H.C. Wainwright on Sept [--] and participate in investor meetings at Lake Street Capital on Sept [--] in New York City. https://t.co/pEGlVBpGs1 @AmericanRobotic @AiroboticsUAV @OndasNetworks $ONDS Ondas @CeoOndas Eric Brock will present at H.C. Wainwright on Sept [--] and participate in investor meetings at Lake Street Capital on Sept [--] in New York City. https://t.co/pEGlVBpGs1 @AmericanRobotic @AiroboticsUAV @OndasNetworks $ONDS"
X Link 2025-09-05T15:34Z [----] followers, [----] engagements

"Im in the same $ONDS boat. The real catalysts havent started. Catalysts I'm waiting on with $ONDS - DoD contract before year end - Networks first bits of traction and revenues - Blue UAS update on both Iron Drone/Optimus - NYPD contract for ID - Manufacturing updates - [--] or [--] more acquisitions with Acuna at the helm Plenty more Catalysts I'm waiting on with $ONDS - DoD contract before year end - Networks first bits of traction and revenues - Blue UAS update on both Iron Drone/Optimus - NYPD contract for ID - Manufacturing updates - [--] or [--] more acquisitions with Acuna at the helm Plenty more"
X Link 2025-09-05T17:33Z [----] followers, [----] engagements

"Were in the scaling game now $ONDS @mcan_cath New model is funding and building scalable growth businesses not defense tech assets. Its that time of the cycle. πŸ‘ŠπŸΌ @mcan_cath New model is funding and building scalable growth businesses not defense tech assets. Its that time of the cycle. πŸ‘ŠπŸΌ"
X Link 2025-09-06T21:56Z [----] followers, [----] engagements

"RAFAEL doesnt dealing toys. $ONDS has strong ties. This is Nutz Defending the Skies: RAFAEL's C-UAS Solutions https://t.co/UbiXamdBdL via @YouTube This is Nutz Defending the Skies: RAFAEL's C-UAS Solutions https://t.co/UbiXamdBdL via @YouTube"
X Link 2025-09-06T21:57Z [----] followers, [----] engagements

"The biggest catalysts for $ONDS this week may have nothing to do with drones. As if D wasn't enough. there is always Rail as the call option for $ONDS https://t.co/eFazHOq4QY As if D wasn't enough. there is always Rail as the call option for $ONDS https://t.co/eFazHOq4QY"
X Link 2025-09-08T15:21Z [----] followers, [---] engagements

"$ONDS will probably go down in history as the most rapid move from a small cap stock to legit defense prime in history. $ONDS From the CEO of Rift Dynamics on LinkedIn after yesterday's fund raising: Knut Roar Wiig Tech Entrepreneur Drone industry executive 1d Congratulations Eric Brock and team You have now more dry powder than the European drone industry combined πŸ’ͺπŸ’ͺπŸ₯‡ $ONDS From the CEO of Rift Dynamics on LinkedIn after yesterday's fund raising: Knut Roar Wiig Tech Entrepreneur Drone industry executive 1d Congratulations Eric Brock and team You have now more dry powder than the European"
X Link 2025-09-10T16:08Z [----] followers, [----] engagements

"Welcome to the kitchen $ONDS $ONDS nice updates from launch event https://t.co/Nx1wfckN7z $ONDS nice updates from launch event https://t.co/Nx1wfckN7z"
X Link 2025-09-12T12:36Z [----] followers, [----] engagements

"Makes the Skydio box look like a toy. $ONDS Size for scale 🀩 $onds She a beaut https://t.co/rpmRmq1bIt Size for scale 🀩 $onds She a beaut https://t.co/rpmRmq1bIt"
X Link 2025-09-12T19:29Z [----] followers, [----] engagements

"$ONDS $ONDS Heres a long-term bull case for $ONDS if youre considering holding for a few years: 1.Critical Infrastructure Focus Ondas develops wireless networking solutions (FullMAX) designed for railroads utilities and government agencies. These are mission-critical industries $ONDS Heres a long-term bull case for $ONDS if youre considering holding for a few years: 1.Critical Infrastructure Focus Ondas develops wireless networking solutions (FullMAX) designed for railroads utilities and government agencies. These are mission-critical industries"
X Link 2025-09-14T23:43Z [----] followers, [----] engagements

"Hmmmmm I wonder who we may know with deep ties to the Estonian Defense industry $ONDS may be in the kitchen again. https://www.rferl.org/amp/wider-europe-jozwiak-russia-sanctions-drone-wall/33531782.html https://www.rferl.org/amp/wider-europe-jozwiak-russia-sanctions-drone-wall/33531782.html"
X Link 2025-09-16T12:18Z [----] followers, [----] engagements

"Great clip. $ONDS has the best solution for airport drone defense. EW and Hard kill is a non starter in an active airport nets and drones with situational awareness BVLOS Iron Drone system is the best solution on the market today. πŸ‘€Must See TVπŸ‘€ The Gentleman from Texas lays out the entire bull thesis for $ONDS Iron Drone counter UAS at our nations airports. He definitely says the quiet part out loud. https://t.co/3TCjzpLjt6 πŸ‘€Must See TVπŸ‘€ The Gentleman from Texas lays out the entire bull thesis for $ONDS Iron Drone counter UAS at our nations airports. He definitely says the quiet part out"
X Link 2025-09-16T21:57Z [----] followers, [----] engagements

"I myself may happen to be a gambling man. $ONDS $LPTH $UMAC Now. if I am a gambling man I am willing to speculate the these units are earmarked for American Robotics in Detroit. Know your supplier. Now. if I am a gambling man I am willing to speculate the these units are earmarked for American Robotics in Detroit. Know your supplier"
X Link 2025-09-17T15:20Z [----] followers, [----] engagements

"Exactly my philosophy. Long $ONDS Holding $ONDS for me personally is not about any technical analysis although major respect to anybody following price action/T.A. . What is more interesting to me is the secular growth of the U.S. drone industry well continue to witness as a result of geopolitical tailwinds. Holding $ONDS for me personally is not about any technical analysis although major respect to anybody following price action/T.A. . What is more interesting to me is the secular growth of the U.S. drone industry well continue to witness as a result of geopolitical tailwinds"
X Link 2025-09-22T00:48Z [----] followers, [----] engagements

"$ONDS hit the [--] and $UMAC moving deep past [--] territory and flirting with [--] Test will be how these moves compare to the broader market lift"
X Link 2025-09-22T13:55Z [----] followers, [----] engagements

"$ONDS trains are running. $ONDS sittin on top Popped up as a Top Holding in the SPDR S&P Telecom ETF rocking 4% weight at the top of the list πŸš€ βœ” Every big-money fund running XTL now gotta carry #ONDS in their bags. βœ” Thats fresh eyeballs steady inflows and way more liquidity coming through. https://t.co/7JlgJTxtXO $ONDS sittin on top Popped up as a Top Holding in the SPDR S&P Telecom ETF rocking 4% weight at the top of the list πŸš€ βœ” Every big-money fund running XTL now gotta carry #ONDS in their bags. βœ” Thats fresh eyeballs steady inflows and way more liquidity coming through."
X Link 2025-09-22T19:28Z [----] followers, [----] engagements

"$ONDS doesnt come to the table with a product they come with a catalog. $ONDS acquired Apeiro Motion in a $12M deal. Today they secured a $3.5M order for Apeiro ground robotics and payload systems from a leading defense entity. This one contract represents around 29% of the acquisition price. 🧐 https://t.co/7Vup5PKcA0 $ONDS acquired Apeiro Motion in a $12M deal. Today they secured a $3.5M order for Apeiro ground robotics and payload systems from a leading defense entity. This one contract represents around 29% of the acquisition price. 🧐 https://t.co/7Vup5PKcA0"
X Link 2025-09-22T20:11Z [----] followers, [----] engagements

"My favorite analyst for crypto @TheValueThinker dropped some $BMNR updates. If you want hype train crypto bros he may not be your cup of tea. If you want actual numbers and analysis look no further. https://youtu.be/9D-pbo5MWZcsi=eYi4LuhTgdNQ5TcD https://youtu.be/9D-pbo5MWZcsi=eYi4LuhTgdNQ5TcD"
X Link 2025-09-28T17:51Z [----] followers, [----] engagements

"Allocation update. $RKLB taking the lead. Been buying up in the last weeks in anticipation they may be moving out of their EKG pattern validated in the last couple days. $ONDS overtakes $UMAC through growth and exercised options. $BMNR I trimmed earlier in the week to buy more $RKLB and $KTOS. Im positioning that golden dome will get real in the next few weeks. $KOPN is a new position following on with $LPTH as recipients of the Drone Coalition investments (UMAC and ONDS) $CCCX and $FEIM are my quantum sensing plays lot of catalysts and events hitting this month and they also have golden dome"
X Link 2025-10-04T00:43Z [----] followers, [----] engagements

"Putting the 🌎 into @OndasCapital $ONDS is inevitable. This is a global play. Were still early. Well heres the playbook Were capturing the whole battlefield and entire supply chain so watch out Busting silos and breaking new ground - this is exciting $onds https://t.co/8Fmax8HCwk Well heres the playbook Were capturing the whole battlefield and entire supply chain so watch out Busting silos and breaking new ground - this is exciting $onds https://t.co/8Fmax8HCwk"
X Link 2025-10-05T17:57Z [----] followers, [----] engagements

"$ONDS and $UMAC are THE players in this cycle. Follow their moves and youll know exactly where to deploy. $ONDS BBB contract flow next 6-8 weeks. Party hasnt even started. PT $60 EOY https://t.co/oQChZnGxAH $ONDS BBB contract flow next 6-8 weeks. Party hasnt even started. PT $60 EOY https://t.co/oQChZnGxAH"
X Link 2025-10-07T17:08Z [----] followers, [----] engagements

"Thats a hell of a panel. $DPRO $ONDS $RCAT $UMAC $TAKOF Maxim sharpening the pencil on $ONDS - next rating lift coming πŸš€#ONDS https://t.co/8GqrgMH9O0 Maxim sharpening the pencil on $ONDS - next rating lift coming πŸš€#ONDS https://t.co/8GqrgMH9O0"
X Link 2025-10-08T03:22Z [----] followers, [----] engagements

"James Acuna interview is up $ONDS. @Vmaxpax this is the player at Ondas that I think would interest you the most. Retired CIA/DARPA engineer background. Leading their EU capital allocation strategy namely Ukraine. https://youtu.be/43fWNdHfg8Usi=msA_0mhS6wHTXHvF https://youtu.be/43fWNdHfg8Usi=msA_0mhS6wHTXHvF"
X Link 2025-10-11T21:27Z [----] followers, [----] engagements

"Same days as Nvidia GTC $ONDS out there grinding. @CeoOndas is not to be faded. This man is grinding out the foundations of this play. Let it dip let it go sideways Im in it for the scaling game. That game is just beginning. $ONDS Speaking alongside DoW US Army Lockheed AWS for AUVSI. https://t.co/J8Z1R7giit $ONDS Speaking alongside DoW US Army Lockheed AWS for AUVSI. https://t.co/J8Z1R7giit"
X Link 2025-10-16T22:11Z [----] followers, [----] engagements

"Remember. The market is bigger than the day to day charts. $KOPN What an incredible week at #AUSA2025 Honored to connect with industry leaders & defense media exploring Kopins #MicroLED tech and #AI-enabled NeuralDisplay. Thanks to @soldiersystems @ShephardNews @JanesINTEL & Defence Alternatives #KopinTech #DefenseInnovation https://t.co/T5b6xftSSH What an incredible week at #AUSA2025 Honored to connect with industry leaders & defense media exploring Kopins #MicroLED tech and #AI-enabled NeuralDisplay. Thanks to @soldiersystems @ShephardNews @JanesINTEL & Defence Alternatives #KopinTech"
X Link 2025-10-17T20:00Z [----] followers, [---] engagements

"$KOPN THEON announces new U.S. partnerships and AR manufacturing hub approval at AUSA [----] with next-generation night vision tactical display system featuring Kopin Corporations DarkWAVE modulehighlighting their cooperation on augmented reality solutions for defence applications. https://t.co/CDCtpbgegc THEON announces new U.S. partnerships and AR manufacturing hub approval at AUSA [----] with next-generation night vision tactical display system featuring Kopin Corporations DarkWAVE modulehighlighting their cooperation on augmented reality solutions for defence applications."
X Link 2025-10-20T02:48Z [----] followers, [----] engagements

"$ONDS still holding 🚨 NEW VIDEO ALERT 🚨 Iron Drone is a fully autonomous software-defined intelligent counter-drone platform developed in the most demanding military environments enabling reliable hostile drone interception to secure critical locations assets and populations. Iron Drone is https://t.co/BCDE58WCFh 🚨 NEW VIDEO ALERT 🚨 Iron Drone is a fully autonomous software-defined intelligent counter-drone platform developed in the most demanding military environments enabling reliable hostile drone interception to secure critical locations assets and populations. Iron Drone is"
X Link 2025-10-22T16:08Z [----] followers, [----] engagements

"$RCAT passes tests with Army for $PLTR visual navigation software https://ir.redcatholdings.com/news-events/press-releases/detail/198/red-cat-successfully-completes-flight-testing-of-palantirs-vnav-software-on-black-widow-drone https://ir.redcatholdings.com/news-events/press-releases/detail/198/red-cat-successfully-completes-flight-testing-of-palantirs-vnav-software-on-black-widow-drone"
X Link 2025-10-27T12:23Z [----] followers, [----] engagements

"@RKLBMan @itschrisray Atomic clocks for satellite systems is still their bread and butter but they have a lot of promise for the next technology wave in PNT along with quantum sensing"
X Link 2025-12-24T14:42Z [----] followers, [--] engagements

"$CACI is the next prime-ish company to watch for reporting AH today. Nice beat on Teledyne today Haven't listened to call yet but am sure it's deserved. Imo this IS the drone / counter-drone (inc subsea) "prime" and oft overlooked Only major I saw who was engaging in developing low cost c-uas solutions for the DoD via Replicator/DIU $tdy Nice beat on Teledyne today Haven't listened to call yet but am sure it's deserved. Imo this IS the drone / counter-drone (inc subsea) "prime" and oft overlooked Only major I saw who was engaging in developing low cost c-uas solutions for the DoD via"
X Link 2026-01-21T20:28Z [----] followers, [----] engagements

"$CACI continuing the trend away from professional services and towards products and solutions. They are deep into optical communications and counter-drone systems. Also much more growth as a prime contractor opposed to sub. Theyre stepping up. $CACI is the next prime-ish company to watch for reporting AH today. $CACI is the next prime-ish company to watch for reporting AH today"
X Link 2026-01-21T22:19Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing