@pennycheck TheUndefinedMysticTheUndefinedMystic posts on X about $lasr, we are, the most, ceo the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence stocks 21.01% finance 13.45% technology brands 10.92% cryptocurrencies #5545 countries 4.2% social networks 2.52% musicians 0.84% automotive brands 0.84%
Social topic influence $lasr #6, we are 7.56%, the most 5.88%, ceo 5.04%, ai 4.2%, $velo #9, $shmd 4.2%, $law 4.2%, talking 3.36%, how to 3.36%
Top accounts mentioned or mentioned by @vmaxpax @memely @somecuriousgirl @livermore1923 @levinburant @fd_coop_ny @grumpierbtday @wambscapital @pennycheck @egan8888 @peonykingof @bobbyheard @kingtutcap @jacobkeeton20 @tedwilliams1930 @jaytodd2 @applevisionomg @simplehumannews @thematictrader @kairospraxis
Top assets mentioned nLIGHT, Inc. Common Stock (LASR) Velo (VELO) CS Disco, Inc. (LAW) Alphabet Inc Class A (GOOGL) Arteris, Inc. (AIP) Iridium Communications Inc. (IRDM) Intuitive Machines, Inc. (LUNR) Coda Octopus Group, Inc. Common stock (CODA) Limitus (LMT) Galaxy Digital Inc. (GLXY) NVIDIA Corp. (NVDA) Unusual Machines, Inc (UMAC) Kratos Defense & Security Solutions, Inc. (KTOS) BigBear.ai Holdings, Inc. (BBAI) Oklo Inc. (OKLO) Ameresco, Inc. (AMRC)
Top posts by engagements in the last [--] hours
"Will be super annoying if DOW 50K Ends up being the actual top signal"
X Link 2026-02-12T22:36Z 43.8K followers, [----] engagements
"$LUNR Just a reminder stock has current short interest down a few ticks today to 29% The LTV $4B contract award they've been talking about for the last year is expected very very soon"
X Link 2026-02-06T19:49Z 43.8K followers, 22.6K engagements
"My personal feelings is we chop into 2H Stock pickers mkt once mkt sorts out how to deal with claude. Lot of fear but I don't think we are cooked yet"
X Link 2026-02-12T22:43Z 43.8K followers, [----] engagements
"In case it couldn't be more clear what happened last night $lasr DEFEND THE HOMELAND https://t.co/WCUZ6uxwei DEFEND THE HOMELAND https://t.co/WCUZ6uxwei"
X Link 2026-02-11T14:35Z 43.8K followers, 19.1K engagements
"Last few weeks -trump says iron beam is us tech -DOW tweets all day about how laser weapons are here - cto of dow makes a laser weapon post its pinned tweet - trump talks about top secret weapon used in vz called discombobulated - dow deletes photo uploaded described as damage from airborne laser attack on testing site - $LASR announcing huge capacity expansion/ does dilutive raise and stocks still rips higher - confirmed multiple sources air space shut down due to high energy laser weapons - nlight says at cowan they are in every prime and every govt agency laser weapon program."
X Link 2026-02-11T17:39Z 43.8K followers, 19K engagements
"@michaeljmcnair $coda"
X Link 2026-02-11T21:44Z 43.8K followers, [----] engagements
"If I press enter do futures limit down"
X Link 2026-02-13T02:13Z 43.8K followers, 21.2K engagements
"send it If I press enter do futures limit down https://t.co/fiu5t5M0Vv If I press enter do futures limit down https://t.co/fiu5t5M0Vv"
X Link 2026-02-13T03:35Z 43.8K followers, 22.9K engagements
"@Wambscapital Very much so"
X Link 2026-02-12T20:10Z 43.8K followers, [---] engagements
"send it https://t.co/bomxeeTTUc send it https://t.co/bomxeeTTUc"
X Link 2026-02-13T03:41Z 43.8K followers, 13K engagements
"'The Pentagon has been testing this tech for a while now in more remote areas and FAA and Pentagon officials had been scheduled to meet February [--] to review potential impacts and mitigation measures for a test of the laser system""
X Link 2026-02-11T18:06Z 43.7K followers, 14.6K engagements
"Yes we are well aware. DoE funding basically the entire CapEx of Amprius 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 2026-02-13T15:38Z 43.8K followers, 16.9K engagements
"Once the market stops viewing $OKLO as a stock representing the value of a company and rather a proxy for sentiment towards the needs of SMRs to fuel the AI revolution it will 10X Yes I am fully aware of how ridiculous that sounds Yes I am 100% serious @pennycheck Google Signs World's First Corporate Agreement To Buy Power From Small Modular Reactors Partnering With Kairos Power For [---] Megawatts By [----] To Meet AI-Driven Electricity Demand @pennycheck Google Signs World's First Corporate Agreement To Buy Power From Small Modular Reactors Partnering With Kairos Power For [---] Megawatts By 2030"
X Link 2024-10-14T19:12Z 43.6K followers, 161.8K engagements
"$AMRC Absolute blow out quarter And the earnings call was even more bullish on the future / our thesis of AMRC best positioned for the new electric grid transformation/ energy infra revolution. Total project backlog hit a record $5.1 BILLION (first time ever exceeding this milestone) with 16% growth plus contracted backlog surged 46% year-over-year to $2.4 billion. Including recurring O&M and operating assets total revenue visibility now stands at almost $10 BILLION"
X Link 2025-08-05T01:22Z 43.1K followers, [----] engagements
"It is noteworthy that these P-8A Poseidon maritime patrol aircraft leverage rugged edge computing systems supplied by $OSS built on NVIDIA GPUs to process mission-critical sensor data in real time New from @hntrbrkmedia the U.S. is massing reconnaissance aircraft near Venezuela as the U.S. deploys nearly a dozen ships into the region. Puerto Rico now hosts a detachment of Navy P-8A Poseidons conducting surveillance and gathering intelligence across the Caribbean. https://t.co/zHj3Opu0vJ New from @hntrbrkmedia the U.S. is massing reconnaissance aircraft near Venezuela as the U.S. deploys"
X Link 2025-08-28T13:45Z 43.2K followers, [----] engagements
"Companies whose management has stated confidently on multiple earnings call they are in good to prime condition to win a specific gov't contract 3-9X their current yearly revenues. $OSS - $200M US Army $LPTH - $100M Yearly/Recurring via $LMT -SHORAD $LUNR - $4B - $1B upfront - NASA LTV You can search my feed for extensive DD on each of these potentially game-changing contracts"
X Link 2025-09-30T19:00Z 43.4K followers, 152.8K engagements
"In Jan [--] I highlighted [--] stocks that had 3X upside from here $GLXY at [----] now at [--] $ASTS at [----] now at [--] But I also called $VELO that went on tk get completely destroyed the founder led management had no clue how to manage supply chains and how to scale. However with a completely new management a completely new strategy and a willing DoD and restrengthened position with its most important company - SpaceX i think it is finally time . [--] stocks that can 3X in [----] [--]. $BRPHF (OTC) $GLXY (CA) Galaxy Digital @novogratz This is essentially a binary question. Will crypto find a bottom and"
X Link 2025-10-09T15:20Z 43.4K followers, 183.8K engagements
"Jensen today w/ infleqtion CEO $CCCX + $NVDA "the work that we're doing together is very important obviously. the message I am trying to say is that quantum and classical computing needs to works together.its becoming very clear the two industries need to work together as one.the work you guys do is deep science we do deep engineering you do deep science .i am excited about the work that we're doing together i won't ruin it by telling you guys what it is" there is no doubt he is talking specifically to matt he is the only quantum guy on that dais and of course he is looking at him the whole"
X Link 2025-10-28T15:35Z 43.4K followers, 168.2K engagements
"@BlackScholesMan also $RKLB and merlin labs $BACQ"
X Link 2025-12-03T18:08Z 43.4K followers, [----] engagements
"$AIP yet again more [--] WHs Proud of this one like a child spent months straight working on the name now up 280% since early may"
X Link 2025-12-08T20:49Z 43.4K followers, [----] engagements
"2026 New emerging themes we've covered for sub so far. More to come [--]. Commercial + Consumer Drones (not defense) 2.Orbital Compute [--]. Agentic Commerce Tail Risk Mega Theme [--]. Q-Day- Short crypto Long Gold Silver + Quantum"
X Link 2025-12-22T21:36Z 43.7K followers, 11.2K engagements
"Needham names $UMAC its top pick for [----] on how to play 'the year of the drone' Unusual Machines is positioned at the epicenter of what appears to be a historic inflection in U.S. drone procurement with [----] shaping up to be the first year of a multi-year unmanned systems supercycle. As conflicts abroad accelerate demand for low-cost attritable drones and U.S. policy decisively pivots toward reshoring critical components UMAC stands out as one of the very few NDAA-compliant U.S.-based suppliers of flight-critical drone components. Entering [----] with approximately $20 million in"
X Link 2026-01-05T13:33Z 43.4K followers, 12.7K engagements
"@FWS_Dev @crypgreen123 @Egan8888 all the credit to $FEIM goes to @Mike10947310 and all the credit for getting LASR on my radar goes to @peonyKingOF both amazing follows if you aren't already"
X Link 2026-01-07T19:38Z 43.4K followers, [---] engagements
"The next massive catalyst for commercial drones is the passing of part [---] . It is game changer specifically for autonomous drones and even more specifically for streamline drone delivery. This is what it does : (confirmed but still ai slop below) Part [---] = the future rulebook for large-scale industrial and autonomous drone operations. Its core purpose is to: Allow routine BVLOS flights Support fleet-scale operations Enable automation and autonomy Move drones from pilots-with-visual-contact to systems-based safety Why Part [---] Exists Under current law: Part [---] requires visual line of sight"
X Link 2026-01-07T21:53Z 43.4K followers, 11.3K engagements
"$VRAR is spinning out their defense company in Q1 they've bagged some legit defense contracts in the past few months and is a micro @Vmaxpax's $CODA is really intriguing $KITT - have not yet been able to really deep dive this but some interesting LinkedIn alpha going around x recently https://twitter.com/i/web/status/2009323035707498677 https://twitter.com/i/web/status/2009323035707498677"
X Link 2026-01-08T17:55Z 43.7K followers, [----] engagements
"Something important you need to understand about the US drone industry is at this moment. There is not a lack of strong companies. There is a lack of well capitalized private companies as well as a cramped ability to scale at the pace required now. That is why you here every publicly traded drone CEO in the last few weeks talk about acquisitions. Whoever has the cash + the ability to scale is going to clean up here --- and be very well positioned for the future"
X Link 2026-01-09T15:26Z 43.4K followers, [----] engagements
"Cerebras is $WYFI main costumer WSJ: OpenAI struck a deal with Cerebras to buy up to [---] MW of computing capacity over [--] years worth more than $10 Billion to run ChatGPT responses. Cerebras says its inference chips can deliver faster replies than $NVDA. Sam Altman is a personal investor. https://t.co/srmCUH50mW WSJ: OpenAI struck a deal with Cerebras to buy up to [---] MW of computing capacity over [--] years worth more than $10 Billion to run ChatGPT responses. Cerebras says its inference chips can deliver faster replies than $NVDA. Sam Altman is a personal investor. https://t.co/srmCUH50mW"
X Link 2026-01-14T20:08Z 43.6K followers, 20K engagements
"As mentioned last week After riding $UMAC $RCAT $PDYN $DPRO et all for the last month I re-adjusted my drone exposure to a more picks and shovels approach My current meaningful drone exposure by size Amprius Volatus Ambarella (not pure) Iridium (not pure) SES (small) Positions can and will change at any time https://twitter.com/i/web/status/2014052222200397904 https://twitter.com/i/web/status/2014052222200397904"
X Link 2026-01-21T19:07Z 43.7K followers, 15.3K engagements
"$AMPX provides the batteries to new $TDY new drones. With massive near term inflection with full NDAA compliance in spring. Rather own the hidden picks and shovels behind the leader @pennycheck What about TDY bro @pennycheck What about TDY bro"
X Link 2026-01-21T19:49Z 43.4K followers, 13.4K engagements
"$AMPX It's important to understand the structure in the US gov't for drone critical components. It's gone from very complicated to very simply and fast recently. I think lack of understanding of the structure is a massive edge in AMPX here NDAA compliance now gets you automatically added to Blue UAS - (which is now being updated every month as opposed to every year) and [--] weeks ago fcc adjustred their rules saying anything blue ceritifed gets you full FCC approval. So the TLDR is NDAA compliance now gets you 'everything'. The dow is funding the AMPX to become fully ndaa compliant. MGMT now"
X Link 2026-01-22T16:33Z 43.4K followers, 33.6K engagements
"$AMPX So many hidden edges here if you just dig deeper. The only headline on the stock has been that the CEO has sold all of its shares which indeed sounds pretty scary but if you dig deeper its actually nothing to see. The founder CEO had been planning for a while to retire at [--] so his life so he's cashing out now to live his best life this was signaled years in advance and expected. What's best is the new CEO and CFO are absolutely legit. New CEO MIT grade who's been getting patents and publishing on the battery industry for over [--] years. What's more he is tremendous communicator unlike"
X Link 2026-01-26T16:04Z 43.6K followers, 19.5K engagements
"Speaking of laser weapons Huge implications for $QNTQY today across the pond"
X Link 2026-01-28T20:09Z 43.1K followers, [----] engagements
"$OPRA Chances we see tons of viral tweets over the weekend about these new updates to chrome In a mkt where $U dropped 30% in a half hour because of a [--] second video inthink chances $OPRA sees strong pressure Were introducing major updates to Gemini in @GoogleChrome for MacOS Windows and Chromebook Plus. Built on Gemini [--] our most intelligent model these powerful new AI features can help you multitask more easily and get the most out of the web ๐งต https://t.co/OxwTdrUrDy Were introducing major updates to Gemini in @GoogleChrome for MacOS Windows and Chromebook Plus. Built on Gemini [--] our"
X Link 2026-01-30T18:43Z 43.1K followers, 13.7K engagements
"@bobbyheard Nobody realizes yet Lets see what happens over the weekend"
X Link 2026-01-30T21:09Z 43.1K followers, [----] engagements
"The @Vmaxpax Pitch on volatus at 2Hr 9Min mark is one the most fascinating speculative ideas ive heard in a while. With a lot of room left to dig deeper with the clues. https://x.com/i/spaces/1ypKdqkZYwLGW https://x.com/i/spaces/1ypKdqkZYwLGW"
X Link 2026-02-02T00:08Z 43.4K followers, 11.7K engagements
"Its not that warsh is volcker Its that the mkt was ripping to all time highs because it was a expected a dovish fed chair and that's not what 'central casting' gave us. In the end this is a positive for the mkt but mkt needs to re-price from their expectation. The market has decided that Kevin Warsh is Paul Volcker. The market has decided that Kevin Warsh is Paul Volcker"
X Link 2026-02-02T03:54Z 43.2K followers, 16.1K engagements
"@SJCapitalInvest Add to that mgmt now saying they expect to be fully NDAA compliant 'this spring'"
X Link 2026-02-02T15:25Z 43.1K followers, [----] engagements
"$RTX seems to of caught up ground too $LMT . ๐ฐ JUST ANNOUNCED: Raytheon completes successful ballistic test for @USArmy's Next Generation Short Range Interceptor (NGSRI). Details: https://t.co/gXcNSYGeB6 https://t.co/DIQ0b42ZR5 ๐ฐ JUST ANNOUNCED: Raytheon completes successful ballistic test for @USArmy's Next Generation Short Range Interceptor (NGSRI). Details: https://t.co/gXcNSYGeB6 https://t.co/DIQ0b42ZR5"
X Link 2026-02-02T21:07Z 43.3K followers, 10.1K engagements
"@fond_diagram5 Yup Lucky for us this has nothing to do with compute and won't be a SPAC for much longer"
X Link 2026-02-02T21:40Z 43.3K followers, [----] engagements
"Simply amazing $AMPX Ready to scale $AMPX Amprius Secures Strategic U.S.-Based Manufacturing Partner to Scale Domestic Silicon Anode Battery Production https://t.co/pPqh4DEd5g $AMPX Amprius Secures Strategic U.S.-Based Manufacturing Partner to Scale Domestic Silicon Anode Battery Production https://t.co/pPqh4DEd5g"
X Link 2026-02-03T13:34Z 43.4K followers, 24.9K engagements
"@kingtutcap + L3Harris"
X Link 2026-02-03T13:38Z 43.1K followers, [----] engagements
"complete and total game changer news today read it carefully :)"
X Link 2026-02-03T14:40Z 43.3K followers, 23K engagements
"DOW drone invite list out $RCAT - teal drone $KTOS publics INC. ASCENT AEROSYSTEMS INC AUTERION GOVERNMENT SOLUTIONS INC DZYNE TECHNOLOGIES LLC EWING AEROSPACE LLC FARAGE PRECISION LLC FIRESTORM LABS INC. GENERAL CHERRY CORP GREENSIGHT INC. GRIFFON AEROSPACE INC. HALO AERONAUTICS LLC KRATOS SRE INC. MODALAI INC. NAPATREE TECHNOLOGY LLC NEROS INC. OKSI VENTURES INC. PALADIN DEFENSE SERVICES LLC PERFORMANCE DRONE WORKS LLC RESPONSIBLY LTD SWARM DEFENSE TECHNOLOGIES LLC TEAL DRONES INC UKRAINIAN DEFENSE DRONES TECH CORP VECTOR DEFENSE INC W S DARLEY & CO XTEND REALITY INC. http://ANNO.AI"
X Link 2026-02-03T17:26Z 43.7K followers, 30.6K engagements
"@Oriol_Mad Im focused on the picks and shovels with the bottlenecks They win across the board"
X Link 2026-02-03T19:46Z 43.4K followers, [----] engagements
"$LASR mixed shelf offering $LASR nLIGHT Inc. Announces Proposed Public Offering of Common Stock https://t.co/4NGfmIpLuq $LASR nLIGHT Inc. Announces Proposed Public Offering of Common Stock https://t.co/4NGfmIpLuq"
X Link 2026-02-03T21:11Z 43.4K followers, 15.4K engagements
"Big timing acquisition Timing is everything SiTime Is Said Near $3 Billion Deal for Renesas Timing Unit https://t.co/IPX45T0XXJ SiTime Is Said Near $3 Billion Deal for Renesas Timing Unit https://t.co/IPX45T0XXJ"
X Link 2026-02-04T04:13Z 43.4K followers, 13.7K engagements
"Hearing rumors $IWM and $QQQ are key component suppliers to Anduril ๐"
X Link 2026-02-04T17:17Z 43.3K followers, 15.8K engagements
"1MW incoming. DIRECTED ENERGY DOMINANCE https://t.co/8p8fnrqamm DIRECTED ENERGY DOMINANCE https://t.co/8p8fnrqamm"
X Link 2026-02-04T20:45Z 43.4K followers, 13.2K engagements
"@CarOnPolymarket Kalshi will be out of biz in [--] years Need a @Polymarket for this"
X Link 2026-02-05T03:46Z 43.4K followers, [----] engagements
"@JacobKeeton20 Holy crap well done --"
X Link 2026-02-05T04:52Z 43.2K followers, [---] engagements
"Wild to see $LASR and $SHMD green in a brutal 'momentum' tape like today"
X Link 2026-02-05T15:58Z 43.6K followers, [----] engagements
"$LASR Safe to say it was a bullish offering I think it may of even been a extremely bullish offering"
X Link 2026-02-05T16:58Z 43.6K followers, 18.9K engagements
"Long $LASR We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract can be found here: https://t.co/PNXJ52cKdK We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract can be found here: https://t.co/PNXJ52cKdK"
X Link 2026-02-05T21:22Z 43.6K followers, 12.8K engagements
"You had me until $ACHR "
X Link 2026-02-05T21:39Z 43.7K followers, [----] engagements
"Certified FURU"
X Link 2026-02-05T23:31Z 43.4K followers, [----] engagements
"'Anduril and skydio dont work in Ukraine' - Lito Villanueva"
X Link 2026-02-06T01:36Z 43.4K followers, [----] engagements
"$SHMD + $LASR at ATHs in a week that saw a historic draw down in 'momentum' stocks despite $SHMD yet to give fins and $LASR doing a offering The lesson is clear in my mind Theres a difference between 'momentum' stocks and companies that are pure one of one in US equity mkt starting to inflect"
X Link 2026-02-08T02:26Z 43.8K followers, 19K engagements
"@EricTheUmpire Imagine not knowing there's a literal pizza hut in the Pentagon"
X Link 2026-02-08T02:59Z 43.1K followers, [----] engagements
"What am I missing here Well sourced media outlet says Netflix isn't doing a super bowl ad this year. Did a a few searches and did not find anything to indicate they are doing one this yr bur prediction mkt still has odds on the will air a ad"
X Link 2026-02-08T03:12Z 43.4K followers, 15.4K engagements
"Sign of the times $LASR just got overnight trading on robinhood"
X Link 2026-02-09T01:07Z 43.8K followers, [----] engagements
"Tough scene here for $LAW on a software recovery day. Would be curious if anyone can tell me something that LAW can do better than the current enterprise offerings from claude and chatgpt $LAW is the most identifiable zero No moat Going to be eroded by everyone $LAW is the most identifiable zero No moat Going to be eroded by everyone"
X Link 2026-02-09T17:36Z 43.4K followers, 11.1K engagements
"@Mike10947310 https://www.justice.gov/epstein/files/DataSet%2011/EFTA02217790.pdf https://www.justice.gov/epstein/files/DataSet%2011/EFTA02217790.pdf"
X Link 2026-02-09T22:41Z 43.2K followers, [----] engagements
"@TedWilliams1930 @livermore1923 @MedsTrades @Crowhurst68 They do have a ATM open if they need it but see earnings call they feel like they enough cash to fund the 12-15 months"
X Link 2026-02-10T01:24Z 43.3K followers, [---] engagements
"@DeItaone @carlquintanilla The Kalshi effect"
X Link 2026-02-10T16:37Z 43.2K followers, [----] engagements
"Tarek toasted On Squawk Box Kalshi CEO Tarek Mansour struggles to answer why a Bad Bunny dancer -- who watched rehearsals -- betting on the Halftime Show predictions markets would not be considered insider trading. Sports was estimated to be 90% of betting on Kalshi during the NFL season. https://t.co/4fautTxZhs On Squawk Box Kalshi CEO Tarek Mansour struggles to answer why a Bad Bunny dancer -- who watched rehearsals -- betting on the Halftime Show predictions markets would not be considered insider trading. Sports was estimated to be 90% of betting on Kalshi during the NFL season."
X Link 2026-02-10T18:30Z 43.4K followers, 13.7K engagements
"there are markets on random nba games every night what word the announcer will say --- nothing to do with sports betting --- they create mkts that are only information based--people trading either know or are suckers ---- all under the absurd legal guise that these qualify as "event contracts" because of the economic impact it has on the world please explain the economic impact the announcer in the lakers game last night saying the word 'ankle' has kalshi led by tarek has chosen the strategy to push as fast and hard as humanly possible in this window instead of setting up this company for"
X Link 2026-02-10T18:37Z 43.4K followers, [---] engagements
"@matt_gannon_ Billy ho + DeSantis"
X Link 2026-02-10T21:39Z 43.7K followers, [----] engagements
"'Experimental counter drone technologies ' Also see the @DoWCTO pinned tweet Ty Todays Temporary Flight Restriction (TFR) issued by the Federal Aviation Administration (FAA) for the next ten days over El Paso is reportedly due to counter-drone operations by the U.S. Armed Forces targeting the cartels in Mexico utilizing experimental technologies from Biggs https://t.co/mcPSKiGGSP Todays Temporary Flight Restriction (TFR) issued by the Federal Aviation Administration (FAA) for the next ten days over El Paso is reportedly due to counter-drone operations by the U.S. Armed Forces targeting the"
X Link 2026-02-11T13:55Z 43.8K followers, [----] engagements
"The enormity and understanding of the implications of what just happened will take weeks to settle in"
X Link 2026-02-11T15:21Z 43.4K followers, 34.1K engagements
"RT @natsecboogie: This very well may be end up being a proof of concept for the military. While the El Paso-Ciudad Jurez border area is we"
X Link 2026-02-11T15:41Z 43.3K followers, [--] engagements
"New regime One leader"
X Link 2026-02-11T16:23Z 43.7K followers, [----] engagements
"RT @Oriana0214: A few more details: The counter drone testing includes high-energy laser technologies which pose risk to aircraft. DoD al"
X Link 2026-02-11T16:51Z 43.3K followers, [--] engagements
"@JayTodd2 They dont make lasers"
X Link 2026-02-11T17:35Z 43.4K followers, [---] engagements
"Drones from cartels around the border has been going on at mass scale and well known for a while thats not at all the news here Something unprecedented in our countries history happened today And it's not the existence of cartel drones on the border Stay focused on what truly matters kids https://twitter.com/i/web/status/2021644734473646221 https://twitter.com/i/web/status/2021644734473646221"
X Link 2026-02-11T17:57Z 43.4K followers, [---] engagements
"So many different versions going around going to need to wait for it all to settle but one thing is clear Its happening. Exe Question is to what extent The FAA and DOW acted swiftly to address a cartel drone incursion. The threat has been neutralized and there is no danger to commercial travel in the region. The restrictions have been lifted and normal flights are resuming. The FAA and DOW acted swiftly to address a cartel drone incursion. The threat has been neutralized and there is no danger to commercial travel in the region. The restrictions have been lifted and normal flights are resuming"
X Link 2026-02-11T18:09Z 43.7K followers, [----] engagements
"WoW In an interesting coincidence [--] hours before the FAA issued the El Paso NOTAM yesterday evening the DoW published a fact sheet on "Updated Guidance for Countering Unmanned Aircraft Systems in the Homeland." Some notable authorities in the policy: "Grants commanders the https://t.co/NJEe6OFq5v In an interesting coincidence [--] hours before the FAA issued the El Paso NOTAM yesterday evening the DoW published a fact sheet on "Updated Guidance for Countering Unmanned Aircraft Systems in the Homeland." Some notable authorities in the policy: "Grants commanders the https://t.co/NJEe6OFq5v"
X Link 2026-02-11T18:27Z 43.7K followers, 10.1K engagements
"@livermore1923 Why do you think it has a lot more downside They are a one of one pure play at the biggest bottleneck of the fastest and urgent defense need on the planet With validated tech and use cases from dozens of major drone companies including LHarris Teledyne AVAV airbus etc"
X Link 2026-02-13T15:47Z 43.6K followers, [----] engagements
"LEAK I have a feeling we are getting some very important and strategic acquisition news from $AIP if the image they just loaded on the backend of their website is any indication. time to dig in to Cycuity https://www.arteris.com/wp-content/uploads/2025/12/cybersecurity-announcement.png https://www.arteris.com/wp-content/uploads/2025/12/cybersecurity-announcement.png"
X Link 2025-12-10T20:01Z 43.7K followers, 16.3K engagements
"The acquisition of Groq is a massive bet on SRAM which is on-chip memory. The next obvious evolution is on-chip light and there is only one company in the world that has patented that technology and is ready to scale"
X Link 2025-12-26T17:44Z 43.7K followers, 38.2K engagements
"2026 Mega Themes [--]. Orbital compute [--]. Delivery + Commercial Drones [--]. HDI PCB Shortages [--]. Glass Core Substrates [--]. Nuemphoric AI + Infrence at the Edge [--]. BCIs [--]. Space + Subsea Warfare [--]. Agentic Commerce"
X Link 2025-12-31T02:27Z 43.8K followers, 127.3K engagements
"What a yr more winners than losers - Super excited to trade the volatility [----] brings list of some conviction Multi-baggers in the past year that we were on way before the crowd and in some cases before anyone - search my feed for receipts $OUST $LPTH $FEIM $CCCX $DPRO $GLXY $ONDS $KTOS $NVTS $VELO $AIP $SKYT $OSS $EOS.ASX $DRO.ASX https://twitter.com/i/web/status/2006472156444602423 https://twitter.com/i/web/status/2006472156444602423"
X Link 2025-12-31T21:06Z 43.7K followers, 16.2K engagements
"China now joining $APPL $AMD $AVGO $TSLA $INTC into the transformational switch into glass substrate. With only one pure play in the US equity market whose recent contract wins and [----] outlook match everything we are starting to see $SHMD Semiconductor Glass Substrate: China Joins the Competition China is entering the semiconductor glass substrate market. Not only semiconductor-related companies but also display manufacturers are jumping in. With China now joining the glass substrate market that Korea Taiwan Semiconductor Glass Substrate: China Joins the Competition China is entering the"
X Link 2026-01-19T02:14Z 43.7K followers, 84.2K engagements
"@SixSigmaCapital @planert41 Some great ideas Still think any true contrarian [----] lost has include paypal as well"
X Link 2026-01-19T03:25Z 43.7K followers, [----] engagements
"$CccX Just [--] more weeks till the world understands. Quantum sensing is the future of warfare and there's only one pure leader in the public mkts Clearing the fog of war. Delivering warfighter clarity. Through the @DeptofWar's Quantum and Battlefield Information Dominance (QBID) Critical Technology Area were equipping warfighters with the precision and unmatched situational awareness needed to dominate every domain of https://t.co/Wa9BqVObEU Clearing the fog of war. Delivering warfighter clarity. Through the @DeptofWar's Quantum and Battlefield Information Dominance (QBID) Critical Technology"
X Link 2026-02-02T21:34Z 43.7K followers, 29K engagements
"I have three words for you Boo-Keun Yoon "
X Link 2026-02-03T04:47Z 43.7K followers, 13.4K engagements
"interesting"
X Link 2026-02-06T16:50Z 43.7K followers, [----] engagements
"$LAW is the most identifiable zero No moat Going to be eroded by everyone"
X Link 2026-02-06T20:34Z 43.8K followers, 28.3K engagements
"Very Interesting. AMKR [----] capex guide $2.5B - $3.0B vs $1.3B cons. 3x [----] capex of only $905M"
X Link 2026-02-10T00:54Z 43.7K followers, 11.3K engagements
"Absolute game changer $VELO Velo3D Qualified as First Additive Manufacturing Vendor for U.S. Army Ground Vehicles https://t.co/koKtWBv02x $VELO Velo3D Qualified as First Additive Manufacturing Vendor for U.S. Army Ground Vehicles https://t.co/koKtWBv02x"
X Link 2026-02-10T14:12Z 43.8K followers, 20.8K engagements
"We need a kalshi market on whether $LASR technology was involved here ASAP The El Paso NOTAM also encompassed a very specific area of New Mexico which is very near NASA's White Sands Test Facility. The official story is now that "counter drone" operations involving some brand new laser shoot down technology was used My UFO radar is going off https://t.co/vw5pW3eMsB The El Paso NOTAM also encompassed a very specific area of New Mexico which is very near NASA's White Sands Test Facility. The official story is now that "counter drone" operations involving some brand new laser shoot down"
X Link 2026-02-11T15:06Z 43.8K followers, 11.2K engagements
"Important color from $LASR CEO this morning at Cowan. "Partnerships span ALL major U.S. defense agencies and primes" The enormity and understanding of the implications of what just happened will take weeks to settle in. The enormity and understanding of the implications of what just happened will take weeks to settle in"
X Link 2026-02-11T15:27Z 43.8K followers, 11.3K engagements
"they tipped their hand"
X Link 2026-02-11T20:38Z 43.8K followers, [----] engagements
"$DXYZ just disclosed they own Anthropic now"
X Link 2026-02-11T21:01Z 43.8K followers, [----] engagements
"'Its like DHS is trying to hide the fact that their spec ops group is there with the laser gun. U.S. military source just told me the same: this was DHS: Every General and Admiral at NORTHCOM is pissed that DHS did an operation and told no one because homeland defense is what NORTHCOM does. Even the base commander at Ft. Bliss called the Pentagon and NORTHCOM furious about U.S. military source just told me the same: this was DHS: Every General and Admiral at NORTHCOM is pissed that DHS did an operation and told no one because homeland defense is what NORTHCOM does. Even the base commander at"
X Link 2026-02-12T03:28Z 43.8K followers, 13.1K engagements
"$IRDM Obviously a lot of people have speculated about Globalstar and where they might go into whom. Once you get past them there's not many other people with LNS band spectrum. So I think you can kind of read between the lines about that and where that might be and who might be interested." Key quotes from the $IRDM transcript today talking about the potential for them to sell their spectrum: "Even as we execute on these new products to drive growth it is clear that our spectrum in and of itself has great value. In light of industry developments in recent months Key quotes from the $IRDM"
X Link 2026-02-12T20:03Z 43.8K followers, 13.8K engagements
"@Wambscapital Sounds like gsat getting bought out very soon Bbg reported last October they are exploring a sale for 10B"
X Link 2026-02-12T20:43Z 43.8K followers, [---] engagements
"$VELO Big critical contract win Watching this epic turn around by the new mgmt has been breathtaking"
X Link 2026-02-17T14:24Z 43.8K followers, [----] engagements
"$BBAI next Getting eroded in real time by Palantir Google OpenAI Anthropic $LAW is the most identifiable zero No moat Going to be eroded by everyone $LAW is the most identifiable zero No moat Going to be eroded by everyone"
X Link 2026-02-17T15:14Z 43.8K followers, [----] engagements
"2026 Mega Themes [--]. Orbital compute [--]. Delivery + Commercial Drones [--]. HDI PCB Shortages [--]. Glass Core Substrates [--]. Nuemphoric AI + Infrence at the Edge [--]. BCIs [--]. Space + Subsea Warfare [--]. Agentic Commerce"
X Link 2025-12-31T02:27Z 43.8K followers, 127.3K engagements
"$BBAI next Getting eroded in real time by Palantir Google OpenAI Anthropic $LAW is the most identifiable zero No moat Going to be eroded by everyone $LAW is the most identifiable zero No moat Going to be eroded by everyone"
X Link 2026-02-17T15:14Z 43.8K followers, [----] engagements
"$LAW is the most identifiable zero No moat Going to be eroded by everyone"
X Link 2026-02-06T20:34Z 43.8K followers, 28.3K engagements
"Said it before will say it again One of ones just work different $INFQ"
X Link 2026-02-17T14:38Z 43.8K followers, [----] engagements
"$VELO Big critical contract win Watching this epic turn around by the new mgmt has been breathtaking"
X Link 2026-02-17T14:24Z 43.8K followers, [----] engagements
"Absolutely fantastic read on the revelations contained in the 20F and where we stand today and going forward $SHMD There's some intriguing stuff in the $SHMD '24 financials filing. We might not need laser drilling where we are going "Embedded Trace replaces laser drilling with parallel plasma etching processes. The optimized process reduces the roughness and increases the adhesion between https://t.co/z68A4KV8fk There's some intriguing stuff in the $SHMD '24 financials filing. We might not need laser drilling where we are going "Embedded Trace replaces laser drilling with parallel plasma"
X Link 2026-02-17T03:39Z 43.8K followers, 11.7K engagements
"There's some intriguing stuff in the $SHMD '24 financials filing. We might not need laser drilling where we are going "Embedded Trace replaces laser drilling with parallel plasma etching processes. The optimized process reduces the roughness and increases the adhesion between layer stacks and is compatible with future high- performance materials. The embedding concepts allow for implementation of chips directly inside the substrates." This is the most interesting quote I found so I thought it'd be worth sharing above but the wall of text below is I hope worth a read so please feel free to"
X Link 2026-02-17T03:31Z 15.1K followers, 22.1K engagements
"Yes we are well aware. DoE funding basically the entire CapEx of Amprius 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 2026-02-13T15:38Z 43.8K followers, 16.9K engagements
"Exclusive: The Department of Energy is backing a push to build superbatteries that could dramatically extend the range of U.S. combat drones. https://thein.fo/4tzrHSm https://thein.fo/4tzrHSm"
X Link 2026-02-12T19:45Z 202.5K followers, 28.3K engagements
"send it https://t.co/bomxeeTTUc send it https://t.co/bomxeeTTUc"
X Link 2026-02-13T03:41Z 43.8K followers, 13K engagements
"send it If I press enter do futures limit down https://t.co/fiu5t5M0Vv If I press enter do futures limit down https://t.co/fiu5t5M0Vv"
X Link 2026-02-13T03:35Z 43.8K followers, 22.9K engagements
"If I press enter do futures limit down"
X Link 2026-02-13T02:13Z 43.8K followers, 21.2K engagements
"Will be super annoying if DOW 50K Ends up being the actual top signal"
X Link 2026-02-12T22:36Z 43.8K followers, [----] engagements
"My personal feelings is we chop into 2H Stock pickers mkt once mkt sorts out how to deal with claude. Lot of fear but I don't think we are cooked yet"
X Link 2026-02-12T22:43Z 43.8K followers, [----] engagements
"$IRDM Obviously a lot of people have speculated about Globalstar and where they might go into whom. Once you get past them there's not many other people with LNS band spectrum. So I think you can kind of read between the lines about that and where that might be and who might be interested." Key quotes from the $IRDM transcript today talking about the potential for them to sell their spectrum: "Even as we execute on these new products to drive growth it is clear that our spectrum in and of itself has great value. In light of industry developments in recent months Key quotes from the $IRDM"
X Link 2026-02-12T20:03Z 43.8K followers, 13.8K engagements
"Key quotes from the $IRDM transcript today talking about the potential for them to sell their spectrum: "Even as we execute on these new products to drive growth it is clear that our spectrum in and of itself has great value. In light of industry developments in recent months and the excitement around the prospects of D2D MSS spectrum especially clean globally coordinated spectrum has increased in value. We will continuously consider our spectrum assets with a view of maximizing shareholder value. Therefore we will not rule out future business alliances that leverage our unique spectrum real"
X Link 2026-02-12T20:00Z [----] followers, 30.7K engagements
"'Its like DHS is trying to hide the fact that their spec ops group is there with the laser gun. U.S. military source just told me the same: this was DHS: Every General and Admiral at NORTHCOM is pissed that DHS did an operation and told no one because homeland defense is what NORTHCOM does. Even the base commander at Ft. Bliss called the Pentagon and NORTHCOM furious about U.S. military source just told me the same: this was DHS: Every General and Admiral at NORTHCOM is pissed that DHS did an operation and told no one because homeland defense is what NORTHCOM does. Even the base commander at"
X Link 2026-02-12T03:28Z 43.8K followers, 13.1K engagements
"U.S. military source just told me the same: this was DHS: Every General and Admiral at NORTHCOM is pissed that DHS did an operation and told no one because homeland defense is what NORTHCOM does. Even the base commander at Ft. Bliss called the Pentagon and NORTHCOM furious about the airspace thing because he had nothing to do with it -- and the Pentagon and NORTHCOM also didnt know anything about the airspace closure. Its like DHS is trying to hide the fact that their spec ops group is there with the laser gun. According to a U.S. official the directed energy/laser counter drone technology"
X Link 2026-02-11T22:51Z 269.3K followers, 1.5M engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing