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@BlackScholesMan Avatar @BlackScholesMan Mike

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

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

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

Social topic influence ndaa #93, $mms 8.64%, mms 8.64%, $mpti #1, $dpro 3.7%, $lpth 3.7%, $eosax #1, $lycax 3.7%, $caci #10, $cvu #2

Top accounts mentioned or mentioned by @vmaxpax @pennycheck @fundmyfund @floatpisces @bussinbiotech @grumpierbtday @justinryu10 @swedenukr @hansmast @jayapted @aktienakademie @barbell_ideas @archaictriad @schwalbtrader @beachdudeca @vastcnc @barbellideas @growth1956 @jeffgabel @mike10947310

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

Top Social Posts

Top posts by engagements in the last XX hours

"I am mostly in the S1 suppliers to the drone eco system however I do have a small position in $DPRO and the main reason is.MC of 177M vs billion plus of the others in the space. Also $ONDS has a nice reaction to earrings today so I think the sector can catch a breather today. We will see"
X Link 2025-11-13T13:11Z 3573 followers, 3559 engagements

"$QQ.LSE & $QNTQY.OTC - Not your grandfather's defense contractor. Laser weapons autonomous systems hypersonic testing - this is where defense tech is actually going. Most people have never heard of them. That's the opportunity"
X Link 2025-11-28T17:50Z 3573 followers, 1685 engagements

"@fundmyfund Nice write and appreciate the honesty. I've personally avoided $RCAT as the guide down was extremely telegraphed. Think $DPRO takes the poll position and $LPTH is a long term compounder. Own $AMPX on the dip too.see what Dec brings for it"
X Link 2025-11-28T18:47Z 3573 followers, 1126 engagements

"Now in written form v video. $eos.ax"
X Link 2025-12-08T11:14Z 3591 followers, 1788 engagements

"This bullish $pke and $mog/a as s1 suppliers into the complex and $avio eventually when they get there plant built"
X Link 2025-12-09T01:13Z 3591 followers, 1246 engagements

"@schwalbtrader I was shocked to see the legacy business revenue growth accerlating"
X Link 2025-12-10T15:08Z 3591 followers, XXX engagements

"Ever closer to a new 52W high on $MMS"
X Link 2025-09-02T20:03Z 3588 followers, 1714 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 2025-09-24T22:23Z 3588 followers, 1707 engagements

"In addition to $lyc.ax I also grabbed some $asm.ax as well. They are not as richly valued and actually refine a highly specific product that only china produces for batteries. They are not quite full scale production yet in Korea but again: the more capital thrown at it the faster they can ramp vs peers"
X Link 2025-10-13T00:15Z 3579 followers, 6519 engagements

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

"$lyc.ax just announced they're becoming the only Western supplier of defense-critical heavy rare earths (samarium gadolinium etc.) in X months. Everyone else needs more time to scale up. The deal with Malaysia is fairly significant imo with its speed to market"
X Link 2025-10-28T23:20Z 3579 followers, 1727 engagements

"@Beachdudeca They will be back. The BBB has lots of requirements on Medicaid/Medicare that will force the states to do ALOT more work on eligibility and cutting people off. It is the main reason I own $MMS"
X Link 2025-11-14T19:29Z 3586 followers, XXX engagements

"$MMS expanded upon opportunities in slide deck related to SNAP benefits work requirements:"
X Link 2025-11-20T12:36Z 3586 followers, XXX engagements

"$MMS from the call: "We think this work rule requirement for SNAP represents the biggest opportunity since the affordable care act." Mic drop and then call was ended"
X Link 2025-11-20T14:54Z 3586 followers, XXX engagements

"$MMS - Quote from yesterday. Also nice to see an upgrade from Raymond James today. Still think this has a lot more to move as I have not really seen Analyst talk about this yet"
X Link 2025-11-21T17:22Z 3581 followers, XXX engagements

"I don't even own $BTC and my portfolio took a hit this week on its crash. I was very impressed with $MMS this week and how it's been racking up the contract wins and is poised to benefit from the SNAP/Medicare disaster next year. Also $MOG/A had great earnings today with strong growth. If tariffs get rolled back by SCOTUS they will be a clear winner on input costs reduction. $CVU stacked up another contract win with $RTX. Would love to know what the "classified" project is about With the A-10 program in the rearview mirror they have a blank page to charter a new course with an absurdly low"
X Link 2025-11-21T21:08Z 3586 followers, 1017 engagements

"@pennycheck and $QQ.lse is getting ready to scale to mass on incorporating dragon fire on warships"
X Link 2025-11-25T18:36Z 3577 followers, XXX engagements

"Sudden X% move on $MOB seems.suspect"
X Link 2025-11-25T20:11Z 3581 followers, 1085 engagements

"@pennycheck And I thought I knew everything about $QQ I listened to the call twice and missed that connection. You are the 🐐"
X Link 2025-11-25T20:43Z 3577 followers, XXX engagements

"@hansmast $lyc.ax and $asm.ax if you're a gambling man. They have multiple applications in the works with the US government. My focus in rare earths has been on companies that can x4 production immediately if given more capital"
X Link 2025-12-05T01:14Z 3577 followers, XXX engagements

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

"Great week for $ONDS on contract win $DPRO was flat but I think it will be part of this Army initiative in a big way. $LPTH had a great week and is getting the love it deserves. I expect this theme to continue working in FY26 as we move from concepts to deliverables. Took the L on at X $CODI but it happens. At any rate have a great weekend everyone"
X Link 2025-12-05T21:05Z 3574 followers, 2074 engagements

"@VASTCNC @BussinBiotech @fundmyfund Portions of the ndaa were written for $lpth"
X Link 2025-12-10T01:18Z 3588 followers, XXX engagements

"I would rather see $RHM vs $CACI in here but I really like the make up of the new $JEDI ETF"
X Link 2025-10-10T14:56Z 3591 followers, 1847 engagements

"@barbell_ideas @pennycheck @Vmaxpax @BussinBiotech We just need $eos to break the chain with $dro to move forward. Solid contract which management has clearly telegraphed should do it"
X Link 2025-12-11T01:58Z 3591 followers, XXX engagements

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

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

"$tdy - and the drone spend is just getting started"
X Link 2025-10-22T11:41Z 3589 followers, 1284 engagements

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

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

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

"@pennycheck Missed $MPTI: RF Filters manage radio frequency signals for communication and control systems Precision Oscillators provide accurate timing and frequency control which is critical for navigation GPS synchronization and coordinated operations"
X Link 2025-11-24T19:13Z 3589 followers, 1697 engagements

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

"Publicly Traded Companies on SHIELD Awardees List (Third time is a charm): General Dynamics - $GD L3Harris Technologies - $LHX Booz Allen Hamilton - $BAH CACI International - $CACI Viasat - $VSAT Mercury Systems - $MRCY Oshkosh Defense - $OSK Elbit Systems (parent of Elbit America) - $ESLT Frequency Electronics - $FEIM Alphabet/Google - $GOOG Dell Technologies - $DELL Accenture - $ACN Fortive - $FTV Rocket Lab - $RKLB Merlin Labs - $BATQ Momentus Space - $MNTS BAE Systems - $BA.L Schneider Electric - $SU (EPA) C3 . ai - $AI Serco Inc - $SRP.l NTT DATA SERVICES FEDERAL GOVERNMENT - $NTDTY"
X Link 2025-12-03T18:39Z 3589 followers, 5670 engagements

"And everyone one of them will need $MPTI products to go into them even if they try to go on the cheep side. Reminder the picks and shovels drone makers"
X Link 2025-12-04T15:44Z 3591 followers, 3382 engagements

"@hansmast IMO $CODI does an sizable equity raise within the next month on getting clean with the SEC. I would guess at least 400M"
X Link 2025-12-08T14:21Z 3591 followers, XXX engagements

"Because that is all the recent NDAA funding outline gave them on C-UAS Marines got $253M total (after cuts) vs Army's $306M just for dedicated C-SUAS. Enough $ to buy some practice shotgun ammo"
X Link 2025-12-09T01:07Z 3591 followers, 1057 engagements

"Going through ndaa and patriot investment thesis is validated. Section XXX explicitly authorizes 7-year multiyear contracts for PAC-3 MSE This means: Suppliers get revenue certainty through 2032 Justifies capital investment in new production capacity Enables long-term supply agreements Protects against annual budget volatility"
X Link 2025-12-09T01:12Z 3591 followers, 1450 engagements

"@JayApted @growth1956 Still in it. If wasn't for insider selling it would be much higher"
X Link 2025-12-09T21:33Z 3590 followers, XX engagements

"$CVU Strength all day on volume with no outside of the new CFO. I strongly suspect but cannot prove they are working on specialized control surfaces on hyper-sonic missiles with $RTX. There was alot of money in the NDAA for hyper-sonics"
X Link 2025-12-09T23:03Z 3590 followers, 1376 engagements

"Also buried in the NDAA:"
X Link 2025-12-09T23:07Z 3591 followers, 1463 engagements

"Subtle but important power shift in the NDAA: "NO component of the Department of Defense may procure a counter-sUAS system unless such system: Has been validated and approved by the Task Force Is included on the approved list" So therefore my focus narrows to testing results"
X Link 2025-12-09T23:37Z 3590 followers, XXX engagements

"Did someone listened to me @Vmaxpax & @sweden_ukr Space on $EOS.AX"
X Link 2025-12-09T23:57Z 3591 followers, 2258 engagements

"Reminder - it's Hanwha world and we are all just living in it. They beat everybody on price for comparable systems XX% of the time. $kdef"
X Link 2025-12-10T01:07Z 3591 followers, XXX engagements

"@JeffGabel Can $pltr weld and work in cramped dangerous environments That is XX% of the problem. The other XX% is just not settling on a serialize design"
X Link 2025-12-10T01:14Z 3589 followers, XXX engagements

"@pennycheck They are going to have to skip RF communication and go with laser based communications from earth/sat. $AVAV $RKLB $VSAT Mynaric and of course SpaceX with the lead position"
X Link 2025-12-10T18:20Z 3591 followers, XXX engagements

"@pennycheck Correction - Rocket Lab bought Mynaric"
X Link 2025-12-10T18:22Z 3591 followers, XXX engagements

"$DCO - Another winner in the NDAA: Conservative Estimate: $125-260M annually Breaking it down: Missile Defense: $20-40M Radar Systems: $30-60M Aircraft Programs: $40-80M VLS: $25-50M Hypersonics: $10-30M This represents significant revenue for a company with 800M in revenue"
X Link 2025-12-10T21:04Z 3591 followers, XXX engagements

"$pl labs blow out tonight is proof of what sat scaling can do to the bottom line. I think something similar will happen to $bksy except the results will be more pronounced because of pricing power of 35cm vs 40-50cm premium pricing. Also look at the market cap between the two. Which one has more room to run"
X Link 2025-12-11T01:43Z 3591 followers, 1712 engagements

"@AktienAkademie @floatpisces Correct. However why would he intentionally lie like this"
X Link 2025-12-11T11:26Z 3591 followers, XX engagements

"The great awaking of the PAC-3 &THADD supply chain awakens $MPTI"
X Link 2025-12-11T14:11Z 3591 followers, XXX engagements

"A 20M contract for a company that does 50M in revenune this year. This is just the start on the PAC-3's as the NDAA singled orders through 2032"
X Link 2025-12-11T14:13Z 3591 followers, XXX engagements

"The hardest part of defense tech investing Understanding opportunities buried in classified programs. $AVAV just revealed a major one: They won a $240M contract (up to $380M) to solve RF jamming vulnerability for military satellites"
X Link 2025-12-11T14:21Z 3591 followers, XXX engagements

"The problem: Every critical US satellite can be jammed. In a conflict we lose early warning GPS command & control. The solution: Laser communications. Can't be jammed. They beat Lockheed Northrop and other primes"
X Link 2025-12-11T14:21Z 3591 followers, XX engagements

"The opportunity: What if this becomes standard on every satellite launched over the next 2-3 years - SpaceX uses laser links inter-satellite today - Ground comms are next - US has 40-50 GEO sats to retrofit - Hundreds of new military sats coming - Proliferated LEO could mean thousands more"
X Link 2025-12-11T14:21Z 3591 followers, XXX engagements