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@Vmaxpax Avatar @Vmaxpax V*

V* posts on X about $elsasx, $ionq, drone, $cccx the most. They currently have XXXXX followers and 3896 posts still getting attention that total XXXXXX engagements in the last XX hours.

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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 countries stocks cryptocurrencies finance currencies technology brands travel destinations automotive brands fashion brands social networks

Social topic influence $elsasx #1, $ionq #34, drone #1795, $cccx #11, $exa #5, $eosasx #1, china, $lpth #12, defence #439, australia

Top assets mentioned IonQ, Inc. (IONQ) Exactly Protocol (EXA) Huntington Ingalls Industries Inc (HII) EOS (EOS) Ethlas (ELS) MobileCoin (MOB) Ondas Holdings Inc. Common Stock (ONDS) Fluence (FLT) IPG Photonics Corporation (IPGP) Teledyne Technologies Incorporated (TDY) Teck Resources Limited (TECK) Palantir (PLTR) TORM plc Class A Common Stock (TRMD) Velo (VELO) Allegheny Technologies (ATI)

Top Social Posts #

Top posts by engagements in the last XX hours

"@stocktalkweekly I like Elsight $els.asx (no pink slip tho) still. Mcap $350m aud. I'd like $1B. Bonded multi vector connectivity solution for drones patented. Auterion partner (Pentagon just took $25m equity stake + $50mn order) and now Skydio check their website "connect fusion" = Elsight"
X Link @Vmaxpax 2025-10-02T00:29Z 3365 followers, 1958 engagements

"@BlackScholesMan @floatpisces That second bit about restructuring sounds like what happened 2024 (note it mentions June earnings). When I first saw deck and saw the offering /restructuring / lower head count etc just finished. it was one of things that compelled me to EOS"
X Link @Vmaxpax 2025-10-15T03:23Z 3402 followers, XXX engagements

"@161phi @professor_TopK concentrates so Myanmar is a step in their supply chain not the mining source"
X Link @Vmaxpax 2025-10-11T18:22Z 3364 followers, XX engagements

"@BenniKim Is this like a physical analog to those fx swap lines that the countries have to cover each other"
X Link @Vmaxpax 2025-10-15T06:02Z 3402 followers, XXX engagements

"$PLTR - Octupus already threading throughout govt. This would be good target to completely nationalize for nat sec reasons ;) Anduril - why not Get a piece of that action. How many of Trump admin already in I don't think we'll see small cap / emerging techs targeted bc"
X Link @Vmaxpax 2025-10-15T00:40Z 3404 followers, XXX engagements

"It's like 2022-23 all over again After a year of little action impact of new sanctions sidelining some darkfleet tankers: Russia & friends are again buying 2nd hand vessels on the open market pushing up tanker values & tightening compliant silo supply in the process"
X Link @Vmaxpax 2025-10-07T07:57Z 3402 followers, 1584 engagements

"$dro.asx $eos.asx $els.asx (via auterion) Droneshield first mover counter-drone RF expert battle tested now integrating protocol based mitigation (safely take over land drone & locate operator) Electro Optic System pure play kinetic lasers suite of counter-drone products"
X Link @Vmaxpax 2025-09-27T21:18Z 3404 followers, 1446 engagements

"Yup Advanced manufacturing is the trend across defense domains. Including on-site 3d prints for repairs & small drones. $velo $ati $ssys $prlb $mtls etc"
X Link @Vmaxpax 2025-10-14T17:54Z 3404 followers, 3421 engagements

"@auonsson A lot of momentum. When I saw the OSINT reports of Iran jamming Hormuz in the XX day war that was the tipping point imo. Now global push is on. A lot of legislation (and $) being pushed thru in US for quantum (and sensors) rn. Airbus leading prime imo. Lets see what happens"
X Link @Vmaxpax 2025-10-15T02:03Z 3402 followers, XX engagements

"@Average_Joe367 yup. they're linked with hyundai heavy"
X Link @Vmaxpax 2025-10-15T01:11Z 3402 followers, XX engagements

"EOS CEO: "We have some clients which are so much under actual threat that they say Listen we cant wait we need something tomorrow'""
X Link @Vmaxpax 2025-09-19T00:21Z 3393 followers, 1612 engagements

"More than anything prowling for Lanvin AW25 drop. Super curious to see who's going to re-establish Paris' oldest luxury brand under Peter Copping now owned by Fosun mainland China Net-A-Porter & Luisa Via Roma already have place holders specifically mentioning Peter 🍿 $lanv"
X Link @Vmaxpax 2025-07-27T03:33Z 3385 followers, XXX engagements

"18 months later and yes the National Security push for quantum sensors due to global disruption of GPS is very real. $cccx $feim $ionq $skyt"
X Link @Vmaxpax 2025-10-15T01:48Z 3404 followers, 5941 engagements

"EuTelsat and Tusass expand strategic partnership to bring resilient LEO connectivity to Greenland ⚡ - via Reuters $etl.euronext $eutlf"
X Link @Vmaxpax 2025-10-02T15:55Z 3402 followers, XXX engagements

"@ExtravagantCard @4n4lisis @LordPos3idon @LatinMilAv @EduardoMassieu @masa_0083 Sorry mistake on Kopn. They were part of IVAS program but Andurils taken it over and using different tech than Kopins microLED. Display via Meta Reality Labs Glasses Oakley of course"
X Link @Vmaxpax 2025-10-13T17:21Z 3402 followers, XXX engagements

"IF US government does take equity stakes in defense cos who are possible targets Here's a few of mine: $HII - leaky rust bucket but very necessary for shipbuilding and $ soon to pour in $IONQ - Asst Sec of Defence took a $104mn stake Q2 via Cerberus. Quantum nat sec wrapper"
X Link @Vmaxpax 2025-10-15T00:40Z 3404 followers, 3836 engagements

"@psychprofits Oh wait you're talking about Sparc AI not SafePro Group (also $spai and in drone sphere) Phew. Thanks for highlighting Sparc am going to check it out. The Aussies have some leaders in this space ($eos $dro $els athena etc) could easily see more coming out of Australia"
X Link @Vmaxpax 2025-09-25T21:22Z 3365 followers, XXX engagements

"RI location opened in 2019. iXBlue acquired Muquans 2021 the quantum photonic vertical that was Europe based. Long story short Exail has a major foot print in subsea quantum and alt-gps navigation directly in US shipbuilding hub. $exa 🔥🔥"
X Link @Vmaxpax 2025-08-04T00:07Z 3402 followers, XXX engagements

"@ive_m5 $mob or $dpro $els.asx Ondas is already using Elsight chips 😃"
X Link @Vmaxpax 2025-09-29T15:37Z 3365 followers, XXX engagements

"@DetroitMDG lmao $eos.asx $dro.asx $els.asx $exa france funny thing not only same sector but actually battle proven pipeline rich and growing with real offers and - gasp - can turn a profit. 😂"
X Link @Vmaxpax 2025-09-08T21:59Z 3367 followers, XXX engagements

"Wow. Great pull by Mike here - Chinese State bought the premier company for subsea cable hardening right after security issues arose and right before NewNewPolar Bear launched Also buried in details $pry (italy) & $nkt (denmark) @sweden_ukr @MonetiveWealth calls 🫡"
X Link @Vmaxpax 2025-09-07T00:52Z 3364 followers, 3003 engagements

"Big. Kremlin to remove domestic fuel subsidy a major caving point and will impact all Russians with surging prices in a fuel deprived environment. #russiapapertiger"
X Link @Vmaxpax 2025-10-12T18:37Z 3400 followers, 2041 engagements

"@AAlsome1 they do have high venture capital from prestigious companies. SandboxAQ series C included Google & Nvidia as direct investors $cccx Infleqtion series C included SAIC Sentinel One Morgan Stanley Q-Ctrl also has big backing. I will send u my research notes from past summer"
X Link @Vmaxpax 2025-10-03T18:47Z 3364 followers, XXX engagements

"1/ Infleqtion - a major Quantum sensing company - going public via Churchill (who also brought market OKLO) with a $1.8B valuation gulp/wow $cccx $cccxu $cccxw #qnav #altgps Are we about to see a q-nav IPO race @qctrlHQ 🍿🍿"
X Link @Vmaxpax 2025-09-09T18:19Z 3402 followers, 5054 engagements

"Shout out to the Italians $avio.mil $os.mil"
X Link @Vmaxpax 2025-10-08T17:02Z 3373 followers, XXX engagements

"the US gov already setup that 3-4 Billion fund giving guarantees (essentially risk free zero interest loans) to "licensed" venture cap funds to invest directly in private defense tech. Rochefort did $25mn in Auterion Series B recently. Stifel also approved. 🍿"
X Link @Vmaxpax 2025-10-15T00:40Z 3404 followers, XXX engagements

"Skyloom Officina Stellare 🔥 $os.mil"
X Link @Vmaxpax 2025-10-03T18:04Z 3381 followers, XXX engagements

"1/ What exactly is China banning They list it: A Rare Earth Permanent Magnet Materials: X. Samarium-Cobalt Permanent Magnet Materials; X. Terbium-Containing Neodymium-Fe-B Permanent Magnet Materials; X. Dysprosium-Containing Neodymium-Fe-B Permanent Magnet Materials; "
X Link @Vmaxpax 2025-10-11T18:19Z 3371 followers, 5756 engagements

"@FerrerBreda Maduro has been "cozying up" to Moscow and Tehran (and probably Beijing) all his life. This is not new Russian and Iranian multigenerational political military and O&G control/integration. Or how about talking about Wagner / Afrika Corps New embassies where again 😉"
X Link @Vmaxpax 2025-10-14T03:21Z 3402 followers, XXX engagements

"My favourite drone / counter-drone cos (disclaimer I'm long) X. $exa Exail France X. $els Elsight Australia frequency hopper / Auterion X. $eos Electro Optic Australia Lasers yup X. $dro Drone Shield Aussie c-uas pureplay Nato pipe X. $dpro Cdn got US border deal"
X Link @Vmaxpax 2025-07-10T03:28Z 3402 followers, 2745 engagements

"In the game of Tit-for-Tat who gets burned "Chinese port fees are expected to have much more significant effects on tanker and bulker trades than US port fees" #portfees #shipping #tankers"
X Link @Vmaxpax 2025-10-13T06:23Z 3402 followers, XXX engagements

"Fade. Western societies & econs will collapse in the long run bc of a rare earth embargo 😅 Just like EU is collapsing & could never deter an adversary or arm themselves right In the "long run" rare earth processing will be everywhere not just China controlled"
X Link @Vmaxpax 2025-10-12T17:22Z 3365 followers, 1884 engagements

"11/ So positioning yourself as a China-Free supply chain provider for small drones which the DoD has now reclassified from aviation assets to expendable munitions and intends to order in SIZE is a very savvy play. And that's what $umac & $onds are doing"
X Link @Vmaxpax 2025-10-07T19:03Z 3402 followers, XXX engagements

"Traders offering Russian oil have begun asking Indian state refiners to pay in Chinese yuan. Well this goes along way to explain the three-way at SOC Nayara can surely ramp capacity back up on Russian barrels all paid for in Yuan #petroyuan"
X Link @Vmaxpax 2025-10-13T05:35Z 3402 followers, XXX engagements

"🔥🔥🔥 Pentagon paying for 33000 Auterion drone attack kits. $ELS.asx"
X Link @Vmaxpax 2025-09-16T01:08Z 3364 followers, 1859 engagements

"Don't look now but Neo Performance ($neo.tsx) just accounced a rare-earth magnet processing plant to open in Estonia"
X Link @Vmaxpax 2025-10-12T17:22Z 3371 followers, XXX engagements

"Spoiler: Infleqtion IS a full stack quantum company covering 1) compute 2) connect and 3) sensing. Bonus they've built it themselves whereas IonQ has constructed a full stack via rapid acquisition and now faces the integration challenge. 🍿"
X Link @Vmaxpax 2025-10-10T01:10Z 3364 followers, 3081 engagements

"Oh goodie. You can have a single summer outfit for only $12250 Cdn $8945 USD or 7612 Euro before taxes shipping duties lingerie + makeup. Personally I'll stick to cut offs & birks au naturel and put $12K into better investments. #KShapedEconomy"
X Link @Vmaxpax 2025-07-27T02:46Z 3385 followers, XXX engagements

"@louis080523 @grassosteve Maybe I should delete that post its a bit out there. But I do believe it 😂"
X Link @Vmaxpax 2025-10-13T00:40Z 3375 followers, XX engagements

"@cpointx @Stefano47271344 DWave is out because their quantum "annealing" modality is legacy and hasn't overcome challenges Infleqtion uses neural atoms (scalable energy efficient flexible high fidelity) Ionq uses trapped ions which are charged and face a scalability challenge. Still best peer tho"
X Link @Vmaxpax 2025-10-14T05:36Z 3402 followers, XXX engagements

"@DetroitMDG Confluence of factors. $els still isn't profitable but has clear pathway (btw how do you think ondas drones got early BVLOS approval ;)) I've been saying I don't like mgmt's aggressive borderline false promo But I know better than to stand in way of stock rocketing on hype 🥂"
X Link @Vmaxpax 2025-09-08T22:11Z 3367 followers, XXX engagements

"@BlackScholesMan @Lehi88 @JeffGabel $exa france UUV & q-nav just dropped convertible bond $png.tsx (think there's a OTC ticker) subsea robotics & supplies batteries for Anduril's UUVs $oii subsea rovs/robotics o&g i haven't followed this name this year but it's been moving. don't know if it did pivot to defence"
X Link @Vmaxpax 2025-09-24T19:20Z 3402 followers, XXX engagements

"Hey hey Electro Optic Systems moving up Given their US arm and presence in Huntsville Alabama @aussie_eos surely you deserve an American listing not just a pink slip $eos-au $eopsf"
X Link @Vmaxpax 2025-09-05T16:58Z 3367 followers, 1318 engagements

"@bodoxstocks Obviously they forgot to include $exa-fr XXX% $eos.asx XXX% $els.asx XXX% $dro.asx XXX% in their chart. Don't look but these drone / c-uas cos are profitable too 😂 US-centrism"
X Link @Vmaxpax 2025-09-14T06:57Z 3367 followers, XXX engagements

"@grok @TradeForce @grok what about $codi via Arnold and $neo.tsx Neo Performance"
X Link @Vmaxpax 2025-10-11T21:14Z 3364 followers, XXX engagements

"@ChickenReaper @VASTCNC I'd temper expectations. One thing to get sales services into ex-USA markets another to get contracts. New Cdn PM repeatedly highlights moving away from the "75 cents of every defence dollar goes to USA" plus Cda first c-uas purchase went to CACI (typical) Also $dpro x $flt"
X Link @Vmaxpax 2025-09-27T17:10Z 3401 followers, XXX engagements

"Second company I hold that Umac & Ondas have now invested in (thanks for making me $$$ guys 😎) How long till they make it three 😂🙏 Here's a few "accretive" cos for your consideration @CeoOndas $mob $oss $mpti $elva"
X Link @Vmaxpax 2025-09-15T15:38Z 3402 followers, 1262 engagements

"@Stefano47271344 $cccx is worlds beyond Rgti and DWave. It's only peer is really $ionq. I think Infleqtion has the better tech but IonQ has Steve Feingberg so toss up. For fun can you do the comparison again using $ionq valuation 🙏"
X Link @Vmaxpax 2025-10-14T04:42Z 3402 followers, XXX engagements

"While I'm an IonQ shareholder & believe US gov is embracing them (plus Steve Feinberg) Infleqtion is THE global player that I see. Most all have UK presence given Gov push & Airbus but it's very interesting $cccx in Australia + Japan via Sumitomo"
X Link @Vmaxpax 2025-10-07T17:27Z 3381 followers, 8447 engagements

"So if Infleqtion turns out to be full stack quantum player (compute + connect + sense) I wonder how it compares to IonQ Are they PEERS Would be fun to compare: 1) Tech 2) Global coverage/customer base 3) Revenues $ionq mcap XX Billion $cccx mcap valued at XXX Billion"
X Link @Vmaxpax 2025-10-10T01:10Z 3402 followers, 6804 engagements

"$lpth $teck"
X Link @Vmaxpax 2025-10-13T04:03Z 3402 followers, 2488 engagements

"And Skydio on-boarded $els.asx bonded connectivity solution for the X10D in March"
X Link @Vmaxpax 2025-09-24T19:56Z 3402 followers, XXX engagements

"@psychprofits $dro.asx $els.asx $eos.asx"
X Link @Vmaxpax 2025-09-26T02:33Z 3365 followers, XXX engagements

"@Mike10947310 Just realized $exa (France / Exail) subsea drone/ robotics co has a role via Muquans SAS acquisition. Leader in quantum gravimeters and high-precision atomic clocks. Utilize cold-atom interferometry for high-performance instruments. @BlackScholesMan @pennycheck"
X Link @Vmaxpax 2025-07-25T17:13Z 3402 followers, 1390 engagements

"* $ipgp woops"
X Link @Vmaxpax 2025-09-19T02:10Z 3401 followers, XXX engagements

"Viasat Awarded Contract by U.S. Space Force for Protected Tactical SATCOM-Global (PTS-G) Program $vsat"
X Link @Vmaxpax 2025-10-08T15:57Z 3402 followers, XXX engagements

""Most US-listed companies with a significant free float would exceed the XX% threshold if the final Chinese rules cover US shareholders that own less than X% and assess aggregate US ownership." EG "would be hard to argue that $Zim is not at least XX% owned by Americans" 🍿"
X Link @Vmaxpax 2025-10-13T06:23Z 3402 followers, XXX engagements

"$eos.asx $eopsf $100+mn order from Hanwha Australia"
X Link @Vmaxpax 2025-10-06T00:25Z 3402 followers, 1664 engagements

"Druckenmiller on stock picking (paraphrase) XX% is getting macro view right XX% sector XX% stock"
X Link @Vmaxpax 2025-10-14T02:51Z 3404 followers, 107.6K engagements

"Technical comparison between $IONQ and $CCCX Very interesting Also very interesting to see target markets: IonQ - Cloud applications/research vs Infleqtion: Defense navigation telecom ⚡"
X Link @Vmaxpax 2025-10-12T16:33Z 3372 followers, 1403 engagements

"6/ Look at what the US Defence Innovation Unit finalists for ** low cost ** c-uas solutions offer the technology & how key integrated sensors are. Fortem quite interesting. Also note Teledyne on the list $tdy /end"
X Link @Vmaxpax 2025-10-05T06:31Z 3365 followers, XXX engagements

"$exa & $feim are now X of my largest holdings. i know market is 'hot' but i honestly believe quantum navigation & solutions for gps denied environments is hotter. The need is urgent. The tech is ready. SandboxAQ has done over XXX flights with Airbus and met FAA standards"
X Link @Vmaxpax 2025-07-31T19:23Z 3402 followers, 5103 engagements

"Infleqtion's full-stack capabilities are the result mainly of internal developments. Their key acquisitions focus on Software Stack & Supply Chain - vertical integration Notable: Precision Lasers and Silicon Photonic company for CHIP SCALE manufacturing ⚡"
X Link @Vmaxpax 2025-10-10T01:10Z 3402 followers, 1319 engagements

"@VASTCNC @fundmyfund non-primes $eopsf $ipgp $lasr $lpth electro optic the only pure play and is being deployed + integrated w primes. Has plant in Huntsville Alabama. IGPG is with Lockheed whos introducing a c-uas unit"
X Link @Vmaxpax 2025-09-16T15:25Z 3402 followers, XXX engagements

"Heheh Goldman Sachs got the message and issued a rare double upgrade to Huntington Ingalls. $HII up X% today. Let's - Fill - That - Gap"
X Link @Vmaxpax 2025-04-11T19:30Z 3402 followers, XXX engagements

"Cost discrepancy for c-UAS still an unresolved issue. I feel this is one of the catalysts pushing lasers out of experimental sector and into deployment. $eos.ax $ipgp $lasr $lpth"
X Link @Vmaxpax 2025-09-10T18:33Z 3401 followers, 1068 engagements

"Another data point for Trump's #postalaska pivot from Russia to Ukraine Gazprom to be stripped of its stake in Serbian refinery. Biden farewell sanctions imposed. But under Trump admin this refinery received SIX Waivers. Until last month"
X Link @Vmaxpax 2025-10-13T06:08Z 3402 followers, XXX engagements

"@ExtravagantCard @AndersSjastad @joeriwestland bwlp is lpg not oil but seems knee jerk reaction to ME news across tankers (all red). There's a lot going on rn between port fee battle sanctioned fleet vs compliant (possible breakdown our read is bullish but post kneejerk) watch red sea (bearish if opens) lpg arbs open🍿"
X Link @Vmaxpax 2025-10-14T17:14Z 3402 followers, XXX engagements

"5/ On the military side all the primes are moving into it launching c-uas platforms. Droneshield has had an advantage bc it was first C-UAS approved for NATO procurement in early 2024 and have expanded RF engineers software partners staying on top + civilian addressable"
X Link @Vmaxpax 2025-10-05T06:31Z 3365 followers, XXX engagements

"@Oriol_Mad And then Id expect OPEC to lean in and suddenly cut exports. Since XX they cut in price spikes and add in price slumps. Enhances the tails imo. While China balances. Anyway Im watching for this setup coming into year end"
X Link @Vmaxpax 2025-10-04T22:29Z 3402 followers, XXX engagements

"@FutureFetish007 @timber001 $axon $avav yup & every prime I was looking at civilian space on this post where hardkill with collateral damage suboptimal Ondas drone with a net (hardkill) for $200k how many sales so far EU DIU shows low cost another vector and $tdy w/Cerberus platform in there"
X Link @Vmaxpax 2025-10-05T14:43Z 3402 followers, XXX engagements

"$bwlp $lpg $gass $nvgs"
X Link @Vmaxpax 2025-10-14T02:16Z 3402 followers, 1390 engagements

"$mtek nanocap interesting miniaturized ai vision (situational awareness/surveillance) for drones. In Israeli prime ecosystem supplier for $lpth who has tailwinds for their infrared cameras and most recently for $oss positive. Has made moves past month. caveat emptor tho"
X Link @Vmaxpax 2025-09-17T16:52Z 3365 followers, 3524 engagements

"Teck is the largest germanium producer in North America. They get zinc-ore from Alaska and process it at their Trail BC Canada smelter (major heavy industrial smelter. Hockey team is called "Smoke Eaters") Germanium plays: $teck $fwz.tsx (lundins) $lpth (germanium-free optics)"
X Link @Vmaxpax 2025-10-09T19:58Z 3382 followers, 2829 engagements

"Hurrah for $GPH. Had a 'feeling' about this one. Only mine + processing facility in N. America for natural graphite. Plus top technical team. Just awarded $35M from DoD 🔥 #criticalminterals #dirigisme"
X Link @Vmaxpax 2023-07-17T17:57Z 3404 followers, XXX engagements

"uhoh trucking i had a nice run with the trucks my liberation day play but hopped off with $fwrd at 30"
X Link @Vmaxpax 2025-09-20T20:20Z 3365 followers, 1941 engagements

"1/ Skydio "No More Communication Breakdowns" "Skydio Connect Fusion continuously monitors your connection options and weaves together the strongest signal Does more than switch between point-to-point and 5G connections. When both are available we fuse them together" $ELS.asx"
X Link @Vmaxpax 2025-09-11T22:27Z 3365 followers, XXX engagements

"@BlackScholesMan @Mabiverse123 here's one that 10x. this $100mn Hanwha contract is something i saw hinted at in their deck when I was looking at $eos last year trying to determine whether it was 'real' or not. it helped tip me to go in and only now actualizing"
X Link @Vmaxpax 2025-10-06T00:24Z 3402 followers, XXX engagements

"@ChickenReaper @VASTCNC While it's bullish for $flt I'd just be cautious on any direct links for Ondas. My understanding is that Volatus is providing sales agent role for Ondas products into Canada. But Volatus also has its own suite of products and a pretty tight relationship with $dpro so 🤷♀"
X Link @Vmaxpax 2025-09-27T17:50Z 3401 followers, XXX engagements

"@BlackScholesMan 👀 I was thinking Huntington since its practically bankrupt rust bucket sieve but theres so few providers ($hii $gd $asb.asx) and a lot of funds soon to pour into shipbuilding. Bonus: new Sec of Navy Phelan background: an art collector 🥹"
X Link @Vmaxpax 2025-10-14T22:50Z 3402 followers, XXX engagements

"Nice move on Exail earnings up 17.5%. France's leading underwater and surface robotics & drone co with revenues up XX% and order intake by XX% H1 up XXX% yoy. Backlog now over a billion euro. Nice. Will start posting more on their amazing tech. $EXA (no pink slip)"
X Link @Vmaxpax 2025-07-24T16:05Z 3402 followers, 1995 engagements

"@KigVentura I explored q-nav over this year and found very few publicly available companies (ex-primes) working in this segment. $feim is one makes sensors partner with $ldos on DIU program. $exa subsea. $bosch components. now $cccx coming to market. first big player available"
X Link @Vmaxpax 2025-09-21T22:10Z 3402 followers, XXX engagements

"@vtchakarova @MagellanQuest Cough cough yes Velina you've become such a doomer I quite like it. How's your big oil geopol bet working out for you"
X Link @Vmaxpax 2025-10-12T17:53Z 3367 followers, XXX engagements

"Wow. Auterion gets Series B $25M backing by the US Department of War The DoD Is directly investing in private cos So also good news for their connectivity partner $ELS.asx"
X Link @Vmaxpax 2025-09-23T20:10Z 3402 followers, 2486 engagements

"$dpro $flt.tsx $takof"
X Link @Vmaxpax 2025-10-02T18:38Z 3402 followers, 2480 engagements

"@ChickenReaper @VASTCNC Yes just a heads up Volatus speciality (pre drone war craze) was servicing remote areas in Cda and Cdn utility cos get geographically huge (over 100k miles) like Hydro Quebec Fortis ATCO. In US there's AEP Duke Southern. And $flt did acquire US drone co Empire in 2022"
X Link @Vmaxpax 2025-09-27T17:48Z 3401 followers, XXX engagements

"@SPAC_Infleqtion @Harbinus2022 I also pick Ionq mainly because I see them having an edge with US government considering Cerberus Capitals $XXX million equity purchase in Q2. Steve Feinberg Asst Sec of Defense/War does have a track record leveraged buyout world and now he hes in charge of $X trillion purse"
X Link @Vmaxpax 2025-10-12T16:13Z 3365 followers, XXX engagements

"Oh boy the shipbuilding thesis in the crossfire. China targets Hanwha Not just Philly shipyard they own but increasing stake in Austal one of the naval builders in US. $asb.asx $autlf $kdef"
X Link @Vmaxpax 2025-10-14T16:43Z 3402 followers, 1564 engagements

"Swedish Defence Minister confirms Russia or Belarus behind GPS ambulance interference Ambulances forced to use physical maps. The problems have occurred daily. Also disrupting some maritime & aviation. h/t @sweden_ukr #qnav #altgps"
X Link @Vmaxpax 2025-10-12T06:14Z 3402 followers, 1711 engagements

"@OHare888 $tdy emerging as another c-uas leader @timber001 yes lasers $eos.asx $lasr"
X Link @Vmaxpax 2025-09-28T06:37Z 3379 followers, XXX engagements

"12/ POST-ALASKA Aug XX - Apeiro fiber optic spool co (Singapore) Ondas $XX mn cash acquisition Aug XX - $spai AI landmine database MOU w/Ukraine. Onds UMAC $X mn investment Aug XX - S.P.O. Israeli electro-optics Ondas XX% controlling stake "
X Link @Vmaxpax 2025-10-07T19:03Z 3402 followers, XXX engagements

"Here we go Expect Navy announcements to follow shortly. Recall Hyundai Heavy signed a MOU with $HII this summer and Hanwha greenlighted by US for $ASB $AUTLF It's coming #Shipbuilding thank you $KDEF"
X Link @Vmaxpax 2025-09-23T02:07Z 3402 followers, 1949 engagements

"@OestaOne @floatpisces @BlackScholesMan not opposed to that either multiple lasers in my basket heh. Gemini says nlight would be better for TDY acquisition target vertical biz model. But EOS (i think they do have manufacturing in US and are a sub/component on programs) is an integrator could use tdy supplies.🍿"
X Link @Vmaxpax 2025-10-15T04:26Z 3402 followers, XX engagements

"While a tech leader Vector Atomic is not "the global leader in q-sensing" The vast majority if not all of VA revs come from US gov contracts. They do have an office in UK. For Global Q-Sensing it's Infleqtion with biz verticals in Australia UK and USA + Japan $cccx"
X Link @Vmaxpax 2025-10-07T17:12Z 3387 followers, 4022 engagements

"@don34461854 @CNBC Great thanks Yes the unleashing drone dominance EO addressed commercial domain and evtol. BLVOS coming fast. I'm just not aware of Ondas yet approved for the military domain EO also highlighted need for anti-collision tech. Connecvitiy players $mob $els.asx in good place"
X Link @Vmaxpax 2025-10-05T20:47Z 3365 followers, XX engagements

"@YoloMoonLambo 😮 Curious reasons why I keep thinking about possibility of rising US dollar & oil (post glut next couple months). And if there's a 'cease fire' in Ukr-Ru maybe that could be a catalyst . do u think gold would move on such news"
X Link @Vmaxpax 2025-10-14T02:35Z 3402 followers, XXX engagements