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@BlackScholesMan "@Vmaxpax They have talked about shaking down $LMT recently since they get "all of their money" from the government. Not sure I would view government taking a stake as positive for profitable companies. However I believe Italy owns a percentage of $LDO so there is a precedent here"
X Link @BlackScholesMan 2025-10-14T20:01Z 3160 followers, XXX engagements

"@EricTheUmpire Forward P/E on $AMTM is absurdly low"
X Link @BlackScholesMan 2025-10-01T18:39Z 3147 followers, XXX engagements

"So now that I covered C-UAVs I wanted to circle back to Drone manufactures. I dont have too many of these because I think the class X & X segment will be commoditized. I think the value add here will be in the larger class X & X segment. I(will cover pics/shoves next Again in ranking of conviction"
X Link @BlackScholesMan 2025-08-29T18:25Z 3161 followers, 4611 engagements

"Businesses like $lyc.ax both mine and refine the product. This is where the puck is moving to. This is where we are going to see Capital investment from sovereign wealth funds. The world needs refined product"
X Link @BlackScholesMan 2025-10-13T00:39Z 3158 followers, 1078 engagements

"4) $MRCY & $DRS They make sensors and make specialized processing equipment that will end up in any solution"
X Link @BlackScholesMan 2025-08-29T17:54Z 3160 followers, 1793 engagements

"$CODI dropped a 8-k on Friday night and October XX is setting up to be a huge inflection point. They could push to Nov X with extensions but we will see. Currently XXX% sizing for me with a mixture of commons and Nov XXXX calls"
X Link @BlackScholesMan 2025-10-13T15:43Z 3161 followers, 9798 engagements

"@Lehi88 @JeffGabel Only play I have is $CODA as most of the names are private"
X Link @BlackScholesMan 2025-09-24T13:41Z 3153 followers, XXX engagements

"New contract for $eos.ax"
X Link @BlackScholesMan 2025-10-05T23:52Z 3153 followers, 3883 engagements

"Breaking the rules sometimes pays $LPTH. The six catalyst are all still there and valid. This will be a billion dollar company"
X Link @BlackScholesMan 2025-10-14T17:49Z 3160 followers, 8091 engagements

"@floatpisces Zero indication of a XX% headcount reduction"
X Link @BlackScholesMan 2025-10-15T02:12Z 3160 followers, XXX engagements

"3) $LPATH They make both cameras for drones but also a unique camera that can detect drones and the air moment they cause. Also does not rely on exotic rare earths from China"
X Link @BlackScholesMan 2025-08-29T17:54Z 3160 followers, 1893 engagements

"$NVX is the clear winner on this if this is true"
X Link @BlackScholesMan 2025-10-09T11:33Z 3160 followers, 6013 engagements

"There is still time to get in on this The algo's/LLM cannot comprehend the true meaning of this task order. They will default to the primes which is the WRONG answer Investing is about waiting for that right pitch.this is it You have Alpha over the machines $EOS.ax $DRS $TDY $LASR $LPTH $AVAV"
X Link @BlackScholesMan 2025-08-28T23:28Z 3160 followers, 16.5K engagements

"FYI Ukrspecsystems broke ground on factor on Sept X in Mildenhall. They will need a partner because: 1) Certification barriers are real 2) Export requirements demand UK integration 3) Technology gaps exist in AI/autonomy/EW 4) UK government wants UK companies involved 5) Geographic proximity suggests coordination 6) "UK scientists and technicians" language in official docs Still think this partnership happens"
X Link @BlackScholesMan 2025-10-13T16:03Z 3161 followers, 2243 engagements

"Kinda surprised no analysis has said anything on the Big Beautiful Bill impact on $MMS. This is what I came up with for finical impacts if the contracts flow their way: +$1B annual revenue by 2027 (vs. $5.3B base) XX% revenue growth above current baseline Government contracts = 11-13% EBITDA margins Additional $115M+ EBITDA annually Stock Impact: Current: 9.4x EV/EBITDA (below 11-12x historical) Target: $109-$158 (vs. $XX current) +40-100% upside over 18-24 months"
X Link @BlackScholesMan 2025-08-12T19:49Z 3161 followers, 3144 engagements

"@Citrini7 $DRS has several years. That was on the last earnings call"
X Link @BlackScholesMan 2025-10-12T19:38Z 3161 followers, 1442 engagements

"I would rather see $RHM vs $CACI in here but I really like the make up of the new $JEDI ETF"
X Link @BlackScholesMan 2025-10-10T14:56Z 3157 followers, 1140 engagements

"This is the reason to own $MMS. They did a blurb on it in there last slide deck but zero analysis comment on it. The work rules requirements in the BBB bill are huge. $MMS specializes in that type of stuff and I expect they will get significant regulatory capture from it"
X Link @BlackScholesMan 2025-09-24T22:23Z 3154 followers, 1076 engagements

"BOOM on $MMS Straight from the earnings presentation:"
X Link @BlackScholesMan 2025-08-07T13:37Z 3161 followers, 4608 engagements

"Also $drs is the prime over this and handles the optic package. It is a core position for me"
X Link @BlackScholesMan 2025-10-03T15:11Z 3160 followers, 1319 engagements

"Up X% on Monday. However rare earth mining tech needs to be fast track with less toxic byproducts. Sounds like a weekend research project"
X Link @BlackScholesMan 2025-10-12T02:32Z 3141 followers, 8769 engagements

"$HAG benefits the most from this IMO. The IRIS-T complex will be a direct competitor to the patriot complex once HYDEF interceptors come online. In fact the projected price point will be 1/3 less. However they are ways out on development. Unless there was a compelling reason to accelerate timelines 👇"
X Link @BlackScholesMan 2025-09-20T16:06Z 3158 followers, 2447 engagements

"Both $mrcy and $drs debuting ai edge sensors today. I'm very interested in that"
X Link @BlackScholesMan 2025-10-13T11:50Z 3160 followers, 1444 engagements

"Seems complicated. Probably something $mms can handle"
X Link @BlackScholesMan 2025-08-05T00:38Z 3158 followers, XXX engagements

"I was playing with numbers going from 5-7 to 10-14 % global market share on rare earth refinement. That would come entirely from the expense of China"
X Link @BlackScholesMan 2025-10-13T00:11Z 3153 followers, XXX engagements

"Secretary of Treasury: we must be sufficient with our allies on rare earths. He's outright telling you to buy $lyc.ax"
X Link @BlackScholesMan 2025-10-15T12:47Z 3160 followers, 2048 engagements

"My cost basis was XXXX and is now XXXX on $joby. This was always going to be the high cash point burn of their business strategy. Know what your own and why"
X Link @BlackScholesMan 2025-10-09T00:53Z 3154 followers, 1125 engagements

"Wow - A task force My top Counter-UAV picks: $EOS.AX - hard-kill with both 30mm cannon and laser $LPTH - Sensors (Highest conviction on sensors) $DRS - Sensors $TDY - Sensors $SPXC - EW against drones"
X Link @BlackScholesMan 2025-08-28T19:26Z 3160 followers, 10.3K engagements

"$CODA breaking upper range on double normal volume. Has it time come 🤞"
X Link @BlackScholesMan 2025-10-07T19:53Z 3153 followers, 3920 engagements

"Also I feel compelled to cut off the $SPAI crowd immediately: It is a drone that uses optical recognition to detect surface ordnance. Farmers have similar drones to detect rocks. The company has zero moat and cannot detect buried ordnance or stuff buried under vegetation. Alert me when they put ground penetration tech on the drones"
X Link @BlackScholesMan 2025-10-09T13:56Z 3161 followers, XXX engagements

"Still digging but this seems like a new vertical that just got unlocked on $mobx. This puts them on every navy ship"
X Link @BlackScholesMan 2025-09-02T13:08Z 3160 followers, 4139 engagements

"Eggg - that was an ugly close. I had a feeling this was coming (all the X post on profit gains are always a tell) and have been trimming positions the past two weeks. I did get $LPTH to X% today and added to $MRCY $MOG/A $PKE and created a new position in $JEDI. It's a fairly new ETF but I really like the holdings of it and recommend checking it out. Hope everyone has a great weekend"
X Link @BlackScholesMan 2025-10-10T20:17Z 3152 followers, 2271 engagements

"@mcinnes_danny @BussinBiotech No way openapi keeps going like this. The rest yes but Openapi can't spend like the rest. Also oracle AI spend is now being funded by.debt"
X Link @BlackScholesMan 2025-10-15T18:05Z 3161 followers, XX 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 @BlackScholesMan 2025-10-13T00:15Z 3161 followers, 6135 engagements

"@sawdirt They have already moved ALOT and any hint of a cease-fire and they will get cut in half. Only name I am in right now are $EXA (which I recommend buying on this sell off on convertible bonds) and $KOG"
X Link @BlackScholesMan 2025-09-23T19:56Z 3158 followers, XXX engagements

"Played #battlefield6 last night with my friends and $ea did a great job on the game. We all liked the game. If Activision was still public I would short it ;-)"
X Link @BlackScholesMan 2025-10-11T12:37Z 3152 followers, 1182 engagements

"PSA on $CCCX warrant structure. Note warrants cannot be excised until AFTER the merger closes"
X Link @BlackScholesMan 2025-10-07T19:04Z 3153 followers, 7521 engagements

"I've never not made money buying $kdef below it's 50ma. Maybe this time will be different. However in Hanwha we trust :-)"
X Link @BlackScholesMan 2025-10-14T14:09Z 3154 followers, XXX engagements

"Too soon on $DRS 🤝 $LPTH talk"
X Link @BlackScholesMan 2025-10-09T19:55Z 3161 followers, 2893 engagements

"Also yes I understand what the $mp deal with the government is. That will take time to play out"
X Link @BlackScholesMan 2025-10-13T00:39Z 3153 followers, 1012 engagements

"@ShabtaiYossi Kinda my read on it too ergo what I wrote awhile ago on $LPTH buying $MTEK"
X Link @BlackScholesMan 2025-10-14T19:52Z 3161 followers, XXX engagements

"@WPL_Trading Easily. We have LLM to do the grunt work for us"
X Link @BlackScholesMan 2025-10-05T20:14Z 3161 followers, XXX engagements

"@John_A_Ridge @vmsalama Once IRIS-T HYDEF comes online it become essentially an equivalent system to Patriot"
X Link @BlackScholesMan 2025-09-20T16:00Z 3158 followers, 1805 engagements

"Note from $PKE CC last night. Strongly suspect either A) ICBM modernization or B) Hypersonic missiles with $KTOS. "Once in a lifetime" = the birth of an entirely new weapons category"
X Link @BlackScholesMan 2025-10-10T17:22Z 3161 followers, 1457 engagements

"Picked up some $lyc.ax tonight. Yes I'm very late to the idea. I acknowledge that. However with more capital injection from sovereign wealth funds they have the potential to double output with existing projects fairly quickly"
X Link @BlackScholesMan 2025-10-13T00:11Z 3153 followers, 1342 engagements

"$EPOL Money will flow through Poland to Ukraine for reconstruction needs. Poland's exposure to Ukrainian reconstruction efforts makes this ETF relevant for investors seeking indirect exposure to the opportunity"
X Link @BlackScholesMan 2025-10-15T19:41Z 3160 followers, XXX engagements

"We are entering into a period of a lot of noise when it comes to rare earths. The intelligent investor has to be able to separate miners vs refiners. Business like $mp currently mine rare earth here and ship them over China to be refined. That is the problem"
X Link @BlackScholesMan 2025-10-13T00:39Z 3159 followers, 2678 engagements

"Most names you are correct. However my thesis is Australia is the top X for REE and it is the only friendly nation to the U.S. In addition $LYC has operational refiners now and if they got more capital could nearly double capacity from 5-7% world wide to closer to 10-14% of world REE capacity. Everything else like $MP $UUUU $USAR are 3+years out if ever"
X Link @BlackScholesMan 2025-10-15T16:31Z 3161 followers, XXX engagements

"However even if this doesn't happen $QQ.LSE makes sense because the alterative for E.U. is to use U.S. based firms for some of their complex AI integration work"
X Link @BlackScholesMan 2025-10-13T16:06Z 3157 followers, XXX engagements

"Agree with all of @Vmaxpax logic and I am long $ELS.AX myself. For every skydio bird sold to the government = $ELS.AX chips/software"
X Link @BlackScholesMan 2025-08-27T19:34Z 3159 followers, 1605 engagements

"Ever closer to a new 52W high on $MMS"
X Link @BlackScholesMan 2025-09-02T20:03Z 3161 followers, 1682 engagements

"Forgot to add it here on the thread but I also own $EXA. They are based in E.U. and do alot with sub-service/under water drones"
X Link @BlackScholesMan 2025-08-29T19:51Z 3159 followers, 1358 engagements

"$CDA.ASX XX% of the business is communications and the remaining XX% is landmine & unexploded ordnance removal. Ukraine is the most mined country in the world and this will be a decades long fix"
X Link @BlackScholesMan 2025-10-15T19:41Z 3161 followers, XXX engagements

"@WPL_Trading @grok Please search for today's most significant news and developments affecting these XX stocks: Apple (AAPL) Microsoft (MSFT) Amazon (AMZN) NVIDIA (NVDA) Tesla (TSLA) Meta (META) Alphabet/Google (GOOGL) Berkshire Hathaway (BRK.B) JPMorgan Chase (JPM) and Visa (V)"
X Link @BlackScholesMan 2025-10-05T20:20Z 3161 followers, XXX engagements

"BBB introduces work compliance rules that are difficult to track and $MMS will mostly likely tapped to manage it. Here are some interesting data-points: CBO estimates XX MILLION Americans will lose Medicaid coverage. That's XX million appeals case reviews and administrative processes. Current Medicaid admin costs: X% of $800B program = $48B New complexity could push this to XX% = $80B market +$32B in NEW administrative spending Also $MMS does alot of contract work with the VA which I expect will start having issues after October fiscal year roll's over"
X Link @BlackScholesMan 2025-07-07T17:57Z 3161 followers, 5897 engagements

"Out on $asm.ax. got a nearly XX% on three day hold. Shifted profits to $lyc.ax as that actually has fairly strong cash flow ahead of it. Especially if it can scale it's production in the pipeline already"
X Link @BlackScholesMan 2025-10-15T00:56Z 3160 followers, 2195 engagements

"@Omnitrader69 On volume too. It one of the few names I own at 5%. I talked to a really smart dude that was up to 30%. If this mineral issues persist look for $DRS to come along and cut a deal. sub billion on this company MC is absurdly cheep"
X Link @BlackScholesMan 2025-10-10T20:27Z 3160 followers, XXX engagements

"@JaguarAnalytics Did you know outside spaceX and the defense primes $AVAV & $RKLB are you only investment vehicles on laser communication"
X Link @BlackScholesMan 2025-10-05T21:23Z 3147 followers, XXX engagements

"$AMTM is a name I am very familiar with. Really can't understand why it doesn't better given it's capabilities in all the right areas. Given it's near it's 200MA on the chart and on the back of this $NVDA OpeanAI deal I took some shares"
X Link @BlackScholesMan 2025-09-22T17:27Z 3147 followers, 2854 engagements

"$DRS - all the headlines on germanium import issues then this in the G/A"
X Link @BlackScholesMan 2025-10-05T23:49Z 3160 followers, 1617 engagements

"Picked up some $BAH today and added to $SAIC. Seeing more and more data points that indicate the government is starting to acknowledge they went to far with DOGE cuts. They have been rescinding resignation and asking people to decide if they want to run in October or not. I expect most won't and it will time to turn to the contractors to backfill"
X Link @BlackScholesMan 2025-09-24T13:47Z 3154 followers, 1380 engagements

"Currently their tech has the ability to detect/identify a large number of mines and other unexploded ordnance that will be left behind in Ukraine. Given the scale of the war this could be a 30B+ long-term effort to clean up this mess. What attracts me to $CDA.AX is the technical moat they have for their metal detector and dual sensor ground-penetrating radar. Both are necessary to detect & identify ordnance that is both buried and covered by vegetation"
X Link @BlackScholesMan 2025-10-09T13:56Z 3158 followers, XXX engagements

"I am not normally a software guy but did pick up a small amount of $GLOB today. Stock has been in a brutal drawdown but I think there is ember of potential with them being OpenAI first Latin American partner"
X Link @BlackScholesMan 2025-09-08T19:55Z 3148 followers, 1595 engagements

"Ok - I've been silent on it as I figured it was normal profit taking. However this selling on $eos.ax has gotten to absurd levels. Not really seeing any news. Something I am missing I trimmed in the 9's but still have a XX% postion"
X Link @BlackScholesMan 2025-10-15T00:58Z 3161 followers, 3068 engagements