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@Vmaxpax V*V* posts on X about $lasr, $qq, $avio, ai the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXXX% countries XXXXX% stocks XXXX% finance XXXX% travel destinations XXXX% technology brands XXXX% automotive brands XXXX% exchanges XXXX% social networks XXXX% currencies XXXX%
Social topic influence $lasr #4, $qq #1, $avio #1, ai 2.34%, $eos #11, eos #391, defence #1077, $krmn #8, rockets #23, $aviomil #1
Top accounts mentioned or mentioned by @kairospraxis @blackscholesman @madcapcap @4n4lisis @pennycheck @pregory1 @stockaholic5 @aktienakademie @giammaiot2 @madcap_cap @vastcnc @jaguaranalytics @wambscapital @floatpisces @swedenukr @airassets @arr3ch0 @latinmilav @captnemoii @ianellisjones
Top assets mentioned QQCoin (QQ) Vaulta (A) Karman Holdings Inc. (KRMN) Teledyne Technologies Incorporated (TDY) Ethlas (ELS) Noble Corporation (NE) Raytheon Technologies Corp (RTX) Limitus (LMT) Exactly Protocol (EXA) IonQ, Inc. (IONQ) MobileCoin (MOB) SONM (SNM) Frontline Ltd. (FRO) Ormeus Ecosystem (ECO) dHedge DAO (DHT) International Seaways, Inc. Common Stock (INSW) BigBear.ai Holdings, Inc. (BBAI) Schlumberger NV (SLB) Colgate-Palmolive Company (CL) Transocean LTD. (RIG) Validity (VAL) Teck Resources Limited (TECK) Lido DAO (LDO) c8ntinuum (CTM) Iron Mountain Inc (IRM) Velo (VELO)
Top posts by engagements in the last XX hours
"$dpro $flt.tsx $takof"
X Link 2025-10-02T18:38Z 3651 followers, 2608 engagements
"@pennycheck One way into hypersonics is via rockets / propulsion. There's $krmn but then there's $avio.mil (think there's an OTC) core for EU & now setting up solid rocket motor facility in US with RTX. Bonus lotto is $pmtr . no target declared but maybe Venus πΏ"
X Link 2025-11-17T22:12Z 3651 followers, 1723 engagements
"MW Group Ovzon AB Saab Sandvik Scandinavian Astor Group SeaTwirl AB Sferical AI SKF SOAL Marine Group Speed Identity Stegra Stockholm Business Region Systecon Techarenan Group AB Unibap Space Solutions Vinnova Wallenberg Investments"
X Link 2025-11-19T00:25Z 3652 followers, XXX engagements
"Oh boy were entering the champagne phase. As soon as the hookers start showing up Ill be looking for the exit ππ $tk $fro $eco"
X Link 2025-11-19T05:30Z 3652 followers, 1738 engagements
"@madcap_cap @KairosPraxis I don't think Dragonfire is nLight I think it's QinetiQ. Breakthroughs are in Coherent Beam Combination (CBC) combines multiple laser beams into a single high-power beam while maintaining high beam quality. $lasr is vertically integrated leader but QinetiQ:"
X Link 2025-11-27T05:52Z 3649 followers, XXX engagements
"@madcap_cap @KairosPraxis But is nLight a subcontractor for $qq. Gemini says probably. I think the speculation is around an undisclosed intl with for $lasr + the quotes you've both highlighted + timing of dragonfire announcement. Idk. Dragonfire has been in the works for a while"
X Link 2025-11-27T05:57Z 3649 followers, XXX engagements
"@madcap_cap @KairosPraxis I guess time will tell. I've been meaning to look at $qq for awhile. to work in earth all these new HDEWs require: X adaptive optics for atmospheric correction + X coherently combined lasers + X beam control systems $lasr is leader here but i'd expect others to pop up"
X Link 2025-11-27T06:01Z 3649 followers, XXX engagements
"@giammaiot2 @4n4lisis @AirAssets @Arr3ch0 @LatinMilAv @CaptNemoII @ianellisjones @vcdgf555 @bobgourley @LordPos3idon @Flightwatcher1 @GrandpaRoy2 @MariaCorinaYA @Urruchurtu Maybe . I've been watching dvlpments on this and so far no real winners. Maybe US has something up their sleeve since they departed Red Sea but doubt it. Lots of failures this summer. Rn pressure on for C2 and sensor fusion. Note $saic just won $1.4B COBRA contact. $cmtl"
X Link 2025-12-01T20:14Z 3651 followers, XXX engagements
"@pennycheck @StoryTrading $els.ax $pdyn $bbai"
X Link 2025-12-03T19:36Z 3651 followers, XXX engagements
"@AktienAkademie From what I've see $mob's top customer is $tdy. If they get program of record would be huge for mob. $els is onboarded in ondas products skydio (as of spring this year) and now a finalist in US DIU pipeline. $eos in both US/EU but watch recent presentation it's key"
X Link 2025-12-03T22:40Z 3651 followers, XX engagements
"@psychprofits π₯ Good I've been very long $ne since low 20s. Added $slb recently. Pretty much equal weight now between offshore/ofs + metals & select defence tech. refiners too starting to dip toes in producers but still except $cl flush on ceasefire"
X Link 2025-12-04T19:26Z 3649 followers, XXX engagements
"Per resolutions end of November European space budget increased by XX% over the previous three-year period to 22.1bn the largest in ESA's history. Based on ESA Member States subscriptions $AVIO expects new contracts to be awarded for over 600m in the period 2026-2027"
X Link 2025-12-05T16:38Z 3651 followers, XXX engagements
"Vega C improvements + introduction of the new P160 first stage of a new navigation system Space Rider Production capacity increase effort targeting increased flight rates for both Vega C and Ariane X High Thrust Engine (MR60)"
X Link 2025-12-05T16:38Z 3651 followers, XXX engagements
"And on the solid rocket motor $AVIO receives new orders from MBDA for over 35M But also very interesting growth with $RTX and AVIO announcing solid rocket motor plant in USA and now AVIO signs up $LMT for preferred access. Bottle neck anyone"
X Link 2025-12-05T16:38Z 3651 followers, XXX engagements
"Chase Nah sit back and enjoy the action $borr $rig $ne"
X Link 2025-12-05T17:38Z 3649 followers, 1497 engagements
"@AndersSjastad @Geo_papic π Y I just expect better from 'experts'. Watch out for this "reverse-Nixon" nonsense too. Narrative that US x Russia friendship a way to split Ru from China lmao and never consider that Russia x US friendship might strategy to split from Europe Kremlin goal"
X Link 2025-12-09T20:05Z 3651 followers, XX engagements
"Some big events happening in Yemen recently. Saudi and UAE (vyying factions) both moving in"
X Link 2025-12-09T20:10Z 3652 followers, XXX engagements
"EuTelsat and Tusass expand strategic partnership to bring resilient LEO connectivity to Greenland β‘ - via Reuters $etl.euronext $eutlf"
X Link 2025-10-02T15:55Z 3650 followers, XXX 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 2025-10-09T19:58Z 3654 followers, 3085 engagements
"Airbus Thales Leonardo to pool satellite activities; New venture to employ 25000 generate XXX bln euros in revenue π₯π₯ Who benefits EuTelsat $etl $etcmy"
X Link 2025-10-23T15:34Z 3650 followers, XXX engagements
"Karman $krmn Customer & Revenue breakdown XX% tactical missile systems & hypersonics XX% space & launch balance govt RnD Top customers: LMT NOC SpaceX + KTOS RKLB Anduril etc Valuation up there tho beta 1.39"
X Link 2025-11-20T05:35Z 3654 followers, 1090 engagements
"Oil not dead is π₯ After all the run downs (and there's many) it all comes down to last lines about ceasefire Funny thing @OilCfd may look at $rhm + $ldo for hints but I look at oil. We're a circle too. Yet at end of day it's Urals who tell the truth"
X Link 2025-12-01T06:22Z 3651 followers, XXX engagements
"@giammaiot2 @4n4lisis @AirAssets @Arr3ch0 @LatinMilAv @CaptNemoII @ianellisjones @vcdgf555 @bobgourley @LordPos3idon @Flightwatcher1 @GrandpaRoy2 @MariaCorinaYA @Urruchurtu Also Castellum $ctm got a $XX million award while the govt was shutdown. Their mkt cap is only $XX mn. My understanding is they're a tech on boarder/integrator for SouthCom. Apparently this award connected to their sub Specialty Systems"
X Link 2025-12-01T20:21Z 3650 followers, XXX engagements
"@4n4lisis @giammaiot2 @AirAssets @Arr3ch0 @LatinMilAv @CaptNemoII @ianellisjones @vcdgf555 @bobgourley @LordPos3idon @Flightwatcher1 @GrandpaRoy2 @MariaCorinaYA @Urruchurtu Maybe I'm misunderstanding buoy here . I think of it was something that floats on surface of water. Sensors presumably susceptible to EW jamming. But subsea yes agree lots going on. Exail $exa France doing some interesting things + quantum nav Still doubt it plays in VZ"
X Link 2025-12-01T20:39Z 3654 followers, XXX engagements
"@LordPos3idon @giammaiot2 @4n4lisis @AirAssets @Arr3ch0 @LatinMilAv @CaptNemoII @ianellisjones @vcdgf555 @bobgourley @Flightwatcher1 @GrandpaRoy2 @MariaCorinaYA @Urruchurtu with 4n$ and Giam hard to go wrong ;) Yes massive shift occurring: commodification + ai + directed energy. And hard not to be bullish on quantum sensing longterm. Also sensor fusion taking on critical role (even for q-nav) MEMS tech like $stm $sitm $mpti"
X Link 2025-12-01T21:16Z 3650 followers, XXX engagements
"@BlackScholesMan π₯ Gemini kept refusing my request to parse 1014 list lol. Also saw Telos - $TLS Elma Electronic (Swiss) - $ELMN Spire Global - $SPIR Iron Mountain Solutions - $IRM Interesting to see emphasis on data/integration side + several new gen players (Merlin Hermeus Saronic etc)"
X Link 2025-12-03T19:25Z 3654 followers, XXX engagements
"@KairosPraxis @no_cap_cap @pennycheck Nice thread c-uas plus megawatt vertical coming to a theatre near you soon (golden dome / sda boost phase interceptors). Nat sec/technical moat for US x Israel. The recent $eos presentation was super insightful/bullish and sheds some light on $lasr as well"
X Link 2025-12-03T22:52Z 3654 followers, XXX engagements
"Set a reminder for Sunday space on high wattage Lasers SHIELD macro trends in defence with @BlackScholesMan @sweden_ukr and more"
X Link 2025-12-06T02:49Z 3654 followers, 2855 engagements
"@JacobKeeton20 re NDAA on Golden Dome section what caught my eye. Confirmation of directed energy tech for interceptors $lasr @VASTCNC"
X Link 2025-12-10T01:52Z 3654 followers, XXX engagements
"Great space wide range being discussed tonight. My only issue is mega dose of confirmation bias"
X Link 2025-12-10T02:16Z 3654 followers, 2001 engagements
"Anticipated. Palantir was part of the group with HII GD Hyundai Heavy + Naval Admiral who wrote the white paper on new AM shipbuilding. These guys laid the groundwork last winter. Hudson Institute fed policy to Trump admin. Their webinars were worth watching"
X Link 2025-12-10T06:05Z 3654 followers, XXX engagements
"Despite the issues w/mgmt dumping Aussies apparently are playing. $dro.ax up 16%"
X Link 2025-12-10T07:05Z 3653 followers, XXX engagements
"@4n4lisis Not sure the Saudis or UAE were invited but there's not much Houthis can do about it at this point. Hopefully we see some type of development plan. Less warring and more stability would be welcome"
X Link 2025-12-10T07:06Z 3654 followers, XX engagements
"@peonyKingOF Drones & rockets aside reviewed my book on weekend and realized am holding an embarrassing amount of satellite cos across nations. Apparently i'm here for the global wave"
X Link 2025-12-10T20:25Z 3654 followers, XXX engagements
"@pietercleppe @maria_drutska The Siloviki already wage war and threaten you with nukes yet you are afraid of break down in Russia and an opposing force gaining control Lmao. Russia already on tip of collapse you can thank US and Bessent for that. Wheres Lukoil Gunvor is a Russian puppet"
X Link 2025-12-04T05:14Z 3654 followers, XXX engagements
"take X ;) Elsight $els.ax now up XX% since October correction. It's HALO connectivity solution has been onboarded by Ondas and Skydio and it's also in the DIU pipeline But I'm most excited about its prospects as commercial drone segment opens up. Elsight does both markets"
X Link 2025-12-09T02:14Z 3654 followers, XXX engagements
"β
Strengthening Military Communication in the Arctic a project Canadian government documents indicate could have a price tag of over $5B CAD $tsat $mda"
X Link 2025-12-09T18:47Z 3654 followers, 1342 engagements
"@BlueDuckCap π― I don't think it's a secret that $TDY is $MOB's top defence customer with repeated orders. If Teledyne gets a program of record will be fantastic for them. And was interesting hearing in earnings call MOB talking about that possibility for their Tier X customer"
X Link 2025-12-09T23:28Z 3653 followers, XXX engagements
"@JacobKeeton20 @VASTCNC And @VASTCNC you're totally right about Skyloom for FSO / optical ground stations i had only been focusing on them re their optical satellite links. Skyloom has project with $os.mil for Europe on Quantum Encryption systems so Skyloom has range and now under $ionq"
X Link 2025-12-10T01:55Z 3660 followers, XXX engagements
"π―No coincidence Mobilicom changed stock status from ADR to fully listed Nasdaq co. They know where their market opportunity is. And if Teledyne gets a program of record . $mob"
X Link 2025-12-10T17:52Z 3655 followers, XXX engagements
"@floatpisces β
I had a very good run with Droneshield 10x was in from Dec XX. Viewed them as first mover advantage with early EU/NATO procurement approval. And was super pleased to see Sentrycs integration . until Ondas bought that company ugh. Have a very small position still"
X Link 2025-12-10T18:50Z 3654 followers, XXX engagements
"@madrush222 degen π barbell with $irdm legacy left for ded but who has all the large wave length spectrum that kept popping up in the NDAA budget announcement"
X Link 2025-12-10T20:46Z 3654 followers, XXX engagements
"This Space Act + largest budget for ESA ever very positive and Pro Business "The biggest simplification is to have one single set of rules instead of XX different sets of rules" not usa tickers: $etl $ses $avio $ovzon $os etc"
X Link 2025-12-10T21:12Z 3653 followers, XXX engagements
"@LeanStartupSyd Super Ty I found Vimeo link"
X Link 2025-12-11T02:46Z 3654 followers, XX engagements
"Discounted crude of a quality desired by American refiners Iraqi oil arrives in USA Iraq-Turkey Pipeline reopening significance & strategy by the excellent @NoamRaydan Also has been great for Lundin's Shamaran $snm"
X Link 2025-12-11T06:33Z 3654 followers, XXX engagements
"@Oriol_Mad @barbell_ideas @BlackScholesMan @pennycheck @BussinBiotech The primes are up there but many probably continue to peform eg $rhm $saab $saf others i find pretty interesting / worth a look with pull backs here $qq. $exa $avio"
X Link 2025-12-11T17:10Z 3653 followers, XX engagements
"Bonus UK X. QinetiQ $qq (spin out of UK MOD research wing) starting on FSOs X. Mbryonics (private) full suite optical communication solutions space & ground New X. IONQ with acquisition of Skyloom"
X Link 2025-12-11T17:59Z 3654 followers, XXX engagements
"$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 2025-09-27T21:18Z 3654 followers, 1556 engagements
"Elsight now officially a β‘profitable β‘company. Not bad for a start up in the drone space with a market cap of only $250mn AUD ($163 USD). $els.asx"
X Link 2025-10-27T05:22Z 3654 followers, 1508 engagements
"Heads up $png.tsx $krknf fans - THIS IS ALREADY PRICED IN. Announced awhile ago and it's not like Australia is going to do another Billion+ Ghost Shark order. Think about it"
X Link 2025-10-31T17:38Z 3653 followers, 2618 engagements
"@madcap_cap So I think maybe Kits has less competition than an Aritzia does in retail fashion. Kits just has to nail their website presentation / target demographic the Warby girl at half the price. It's the FYIDoctor type places that force you into $$ exams and $$ frames that get hurt"
X Link 2025-11-28T07:15Z 3654 followers, XXX engagements
"@madcap_cap I still need to look at the financials but think Ai in prescription eyewear / contacts super interesting. Damn $odd was trying to do this for makeup and got traction but I see actual value here. Going to order some contacts & see if it's really that easy. end lol"
X Link 2025-11-28T07:17Z 3654 followers, XXX engagements
"3. Cailabs (france private $saf stake) specializes in complex light shaping components / beam steering $saf $air $ho parnters. New strategic partnership with Israeli Gilat $gilt for its US subsidiary Datapath for Transportable Optical SATCOM Terminals"
X Link 2025-11-30T19:42Z 3654 followers, XXX engagements
"4. VIASAT $vsat a) "RF silent" Mercury FSO Terminal for ground-to-ground / ship-to-ship type links b) cross orbit OSILs to link Leo/Geo etc. Won U.S. Space Force Enterprise Space Terminal Phase X c) Optical Ground stations. /end"
X Link 2025-11-30T19:47Z 3653 followers, XXX engagements
"@AktienAkademie Am liking the channel $els has been carving out a lot. And with $mob monster move today . π€ $eos is outwardly aligning with EU and that group moving to a bit of different beat (ceasefire) if it drops more I'll be a big buyer"
X Link 2025-12-03T22:32Z 3654 followers, XX engagements
"Let's go If Kubilius wants it . expect it"
X Link 2025-12-10T21:04Z 3653 followers, XXX engagements
"@LeanStartupSyd Is there a recording by any chance Not that I need anymore confirmation bias but would love to hear π"
X Link 2025-12-11T00:02Z 3654 followers, XX engagements
"Nice list. A few adds: Rocket Lab doesn't have monopoly on launch - but $AVIO.mil does have big moat for Europe and its solid state rockets are coming to America with $rtx and $lmt on board. $GILT quite interesting $TSAT cdn comms. There's a lot going on in space sector πͺ"
X Link 2025-12-11T00:14Z 3654 followers, 1279 engagements
"Discounted crude of a quality desired by American refiners Iraqi oil arrives in USA Iraq-Turkey Pipeline reopening significance & strategy by the excellent @NoamRaydan Also has been great for Lundin's Shamaran $snm"
X Link 2025-12-11T06:35Z 3654 followers, XXX engagements
"In the past we'd probably expect a tit-for-tat retaliation from Iran for such a seizure. But they've been weakened and facing water crisis in Tehran So perhaps the tanker seizure by US a move to test Iranian response pre-VZ (Iran active politically military & PDVSA in VZ)"
X Link 2025-12-11T19:49Z 3655 followers, XXX engagements