#  @2020Hydrus Hydrus Hydrus posts on X about $mpti, $dave, $feim, defence the most. They currently have [---------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1303265252885356545/interactions)  - [--] Week [-----] +68% - [--] Month [-----] -98% - [--] Months [-------] +54,276% - [--] Year [-------] +113,658% ### Mentions: [--] [#](/creator/twitter::1303265252885356545/posts_active)  - [--] Week [--] +125% - [--] Month [--] -21% - [--] Months [--] +2,800% - [--] Year [--] +2,900% ### Followers: [---------] [#](/creator/twitter::1303265252885356545/followers)  - [--] Week [---] -0.73% - [--] Month [---] no change - [--] Months [---] +7.10% - [--] Year [---] +35% ### CreatorRank: undefined [#](/creator/twitter::1303265252885356545/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [countries](/list/countries) [social networks](/list/social-networks) [technology brands](/list/technology-brands) **Social topic influence** [$mpti](/topic/$mpti), [$dave](/topic/$dave), [$feim](/topic/$feim), [defence](/topic/defence), [$velo](/topic/$velo), [$bw](/topic/$bw), [$iesc](/topic/$iesc), [company](/topic/company), [$idcc](/topic/$idcc), [center](/topic/center) **Top accounts mentioned or mentioned by** [@stocklogging](/creator/undefined) [@blackswanshares](/creator/undefined) **Top assets mentioned** [Dave Inc. (DAVE)](/topic/$dave) [Velo (VELO)](/topic/$velo) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [InterDigital, Inc. (IDCC)](/topic/$idcc) [Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [aiRight (AIRI)](/topic/$airi) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [ZetaChain (ZETA)](/topic/$zeta) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Reddit, Inc. (RDDT)](/topic/$rddt) [Innovative Solutions & Support (ISSC)](/topic/$issc) [The Root Network (ROOT)](/topic/$root) [Motorola Solutions Inc (MSI)](/topic/$msi) ### Top Social Posts Top posts by engagements in the last [--] hours "US top holdings: CLS IDCC KVYO FOUR UK holdings: MSI BKS ZTF GDWN Sales include ML (take over bid) SEZL (short report with some concerning points) CFLT Buys: KVYO and GDWN Overall YTD 22.5% Christmas break now so research starts again in January" [X Link](https://x.com/2020Hydrus/status/1870379003787243656) 2024-12-21T08:01Z [---] followers, [---] engagements "YTD +15%. Lightened up on $NUTX but still a decent holding (sales at [--] to [--] x entry price). $DAVE largest despite small sales. Made a few changes to US holdings - Sold $RDDT $PSIX. Added $ISSC $LFMD and $ROOT. No changes to UK holdings $JNEO $MSI both looking strong" [X Link](https://x.com/2020Hydrus/status/1930948876090896734) 2025-06-06T11:24Z [---] followers, [---] engagements "$HIT is an overlooked smallcap with a huge market opportunity. They provide technology to help brokers and employers quickly create their own self-funded health plans with stop-loss insurance. Cheaper than insurance for many employers with younger employees. Growing at 80%+ PA" [X Link](https://x.com/2020Hydrus/status/1961456954334724135) 2025-08-29T15:52Z [---] followers, [---] engagements "YTD +16% UK: #JNEO #MSI USA Top 6: #HIT #DAVE #ISSC #IESC #MPTI #FEIM Volatile summer period but seems to be stabilising now. #JNEO keeps winning contracts and will probably use it's cash to aquire a company soon. #HIT exciting insurance disruptor. #ISSC top quality and cheap" [X Link](https://x.com/2020Hydrus/status/1962537257694318663) 2025-09-01T15:25Z [---] followers, [---] engagements "Right on https://www.londonstockexchange.com/news-article/JNEO/acquisition-of-crime-and-fire-defence-systems/17210549 YTD +16% UK: #JNEO #MSI USA Top 6: #HIT #DAVE #ISSC #IESC #MPTI #FEIM Volatile summer period but seems to be stabilising now. #JNEO keeps winning contracts and will probably use it's cash to aquire a company soon. #HIT exciting insurance disruptor. #ISSC top quality and cheap. https://www.londonstockexchange.com/news-article/JNEO/acquisition-of-crime-and-fire-defence-systems/17210549 YTD +16% UK: #JNEO #MSI USA Top 6: #HIT #DAVE #ISSC #IESC #MPTI #FEIM Volatile summer period" [X Link](https://x.com/2020Hydrus/status/1962761904230719973) 2025-09-02T06:17Z [---] followers, [---] engagements "#JNEO aquisition looks really outstanding. Cheap price increase in [----] EPS by 20% broker target now over 600p. Cross selling opportunities and a bigger addressable market. Loads of cash left after the purchase also. Right on queue.https://t.co/eGlpI8UKzm Right on queue.https://t.co/eGlpI8UKzm" [X Link](https://x.com/2020Hydrus/status/1962763812878102929) 2025-09-02T06:25Z [---] followers, [---] engagements "$FEIM taking advantage of the gutting of US government scientific expertise (in Annual Report): '.We have already enticed several well-respected senior scientists until recently employed at NIST to join our staff; and are interviewing others.'" [X Link](https://x.com/2020Hydrus/status/1963872436841017711) 2025-09-05T07:50Z [---] followers, [---] engagements "@stock_logging Good detailed write up. I think $HIT has a huge opportunity and hardly anyone has recognised that yet" [X Link](https://x.com/2020Hydrus/status/1972727240233554004) 2025-09-29T18:16Z [---] followers, [--] engagements "@blackswanshares Good trade $tefan" [X Link](https://x.com/2020Hydrus/status/1600435782367731712) 2022-12-07T10:23Z [---] followers, [--] engagements "YTD +28% No changes to portfolio this month UK: #JNEO #MSI USA Top 6: #HIT #DAVE #IESC #MPTI #FEIM #ISSC" [X Link](https://x.com/2020Hydrus/status/1972967419112206673) 2025-09-30T10:11Z [---] followers, [---] engagements "YTD +32% Sold ISSC and bought NBIS UK: #JNEO #MSI USA Top 6: #IESC #HIT #DAVE #MPTI #FEIM #NBIS Honorable mention to #GDWN in my separate LT income growth portfolio (alongside #LTHM #GAW and others). Might stop these YTD updates as they are dull" [X Link](https://x.com/2020Hydrus/status/1983620809710272990) 2025-10-29T19:43Z [---] followers, [---] engagements "Excellent quarter from #DAVE (stock up 13%) with a beat on the top and bottom and substantive raises for FY. Their credit risk disclosures are outstanding also. 200% up YTD now and still cheap" [X Link](https://x.com/anyuser/status/1985723026344755683) 2025-11-04T14:57Z [---] followers, [---] engagements "Contract announced for $MPTI today as part of the PAC-3 MSE program. Multi US defence contracts likely to benefit $MPTI over the next few quarters including SeaSparrow. Looks cheap to me still" [X Link](https://x.com/anyuser/status/1999187213821616551) 2025-12-11T18:39Z [---] followers, [---] engagements "$FEIM results well received up 15% another direct beneficiary of US Defense programmes (like $MPTI). The earnings call highlighted plenty of long term opportunities for them" [X Link](https://x.com/anyuser/status/1999493073928355870) 2025-12-12T14:54Z [---] followers, [---] engagements "$VELO another US army deal today. $CODA up 17% seemingly breaking out - a sonar company focussing more on defence profitable and with a bullet proof balance sheet" [X Link](https://x.com/anyuser/status/2011156324969779600) 2026-01-13T19:20Z [---] followers, [---] engagements "UK Top 5: 1) GDWN 2) JNEO 3) MSI 4) LTHM 5) GAW US Top 5: 1) $MPTI 2) $DAVE 3) $IESC 4) $IDDC 5) $FEIM $IDDC are about to capture significant new royalties for their global standards codec technology for video. A unique research company with v high margins and recurring revenue" [X Link](https://x.com/anyuser/status/2019804556524449917) 2026-02-06T16:05Z [---] followers, [---] engagements "Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller positions" [X Link](https://x.com/anyuser/status/2006030217303761177) 2025-12-30T15:50Z [---] followers, [----] engagements "$VELO already up 26% ytd. US onshoring is real with mandating of some manufacturing in US (FCC ban on non USA drone/drone parts as an example). New position in $ELVA for critical battery applications profitable and growing fast. $IESC also benefits from factory build out Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller positions. Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO" [X Link](https://x.com/anyuser/status/2008197308505321840) 2026-01-05T15:22Z [---] followers, [---] engagements "Good contract for $FEIM. I sold a good chunk at $54 as it has become very expensive but will keep my remaining shares as the LT prospects are attractive. https://ir.freqelec.com/news-releases/news-release-details/frequency-electronics-inc-awarded-contract-geostationary https://ir.freqelec.com/news-releases/news-release-details/frequency-electronics-inc-awarded-contract-geostationary" [X Link](https://x.com/2020Hydrus/status/2008575346833322278) 2026-01-06T16:24Z [---] followers, [---] engagements "US administration asking for a 50% increase in Defense spending $MPTI $FEIM $VELO $LPTH $LASR GDWN MSI" [X Link](https://x.com/anyuser/status/2009169507529707634) 2026-01-08T07:45Z [---] followers, [---] engagements "Started smallish position in $AIRI at $3.18. Risk is they can't refinance in the next [--] months but with a large owner operator shareholder plus recent lender support & a huge defence backlog growing quickly plus recent margin improvement signs are good. $269m backlog vs $40m EV" [X Link](https://x.com/anyuser/status/2009539658389049403) 2026-01-09T08:16Z [---] followers, [---] engagements "Solid start to the year with GDWN showing great strength in the UK and $MPTI $BW and $ELVA doing well. $DAVE the laggard but I imagine that will change post earnings early March. Still think small (ish) defence engineering and infrastucture companies are the place to be" [X Link](https://x.com/anyuser/status/2018749192441680252) 2026-02-03T18:11Z [---] followers, [---] engagements "Disney and then Netflix and Amazon will in time all be forced to come to agreements with IDCC because they all use their Codecs. Significant future revenues will follow. IDCC will benefit hugely from AI adoption. https://ir.interdigital.com/news-events/press-releases/news-details/2026/InterDigital-awarded-fifth-injunction-against-Disney/default.aspx https://ir.interdigital.com/news-events/press-releases/news-details/2026/InterDigital-awarded-fifth-injunction-against-Disney/default.aspx" [X Link](https://x.com/anyuser/status/2022232014267805825) 2026-02-13T08:50Z [---] followers, [--] engagements "Disney and then Netflix and Amazon will in time all be forced to come to agreements with IDCC because they all use their Codecs. Significant future revenues will follow. IDCC will benefit hugely from AI adoption. https://ir.interdigital.com/news-events/press-releases/news-details/2026/InterDigital-awarded-fifth-injunction-against-Disney/default.aspx https://ir.interdigital.com/news-events/press-releases/news-details/2026/InterDigital-awarded-fifth-injunction-against-Disney/default.aspx" [X Link](https://x.com/anyuser/status/2022232014267805825) 2026-02-13T08:50Z [---] followers, [--] engagements "$HIMS has some slick marketing but its mainly just a website selling other peoples drugs really. Not sure why it ever had such an absurd rating and such a retail following - there is even a HIMS fan club for investors. A lot of the super popular US stocks on X like $HIMS and $ZETA have tanked. Im not convinced the popular accounts typically understand the underlying business - the discussion is often very superficial. Important to look beyond the numbers. A lot of the super popular US stocks on X like $HIMS and $ZETA have tanked. Im not convinced the popular accounts typically understand the" [X Link](https://x.com/anyuser/status/2022048419913806019) 2026-02-12T20:41Z [---] followers, [---] engagements "A lot of the super popular US stocks on X like $HIMS and $ZETA have tanked. Im not convinced the popular accounts typically understand the underlying business - the discussion is often very superficial. Important to look beyond the numbers" [X Link](https://x.com/anyuser/status/2022032633346302451) 2026-02-12T19:38Z [---] followers, [---] engagements "UK Top 5: 1) GDWN 2) JNEO 3) MSI 4) LTHM 5) GAW US Top 5: 1) $MPTI 2) $DAVE 3) $IESC 4) $IDDC 5) $FEIM $IDDC are about to capture significant new royalties for their global standards codec technology for video. A unique research company with v high margins and recurring revenue" [X Link](https://x.com/anyuser/status/2019804556524449917) 2026-02-06T16:05Z [---] followers, [---] engagements "$DAVE releasing excellent Q4 numbers which means it is probably on a backward PE of c10 and a forward PE of mid-high single figures (take your guess). That for a company growing revenue at c60% and profits c150% Deliquency rates dropping also" [X Link](https://x.com/anyuser/status/2019726125501665734) 2026-02-06T10:53Z [---] followers, [---] engagements "Solid start to the year with GDWN showing great strength in the UK and $MPTI $BW and $ELVA doing well. $DAVE the laggard but I imagine that will change post earnings early March. Still think small (ish) defence engineering and infrastucture companies are the place to be" [X Link](https://x.com/anyuser/status/2018749192441680252) 2026-02-03T18:11Z [---] followers, [---] engagements "$VELO another US army deal today. $CODA up 17% seemingly breaking out - a sonar company focussing more on defence profitable and with a bullet proof balance sheet" [X Link](https://x.com/anyuser/status/2011156324969779600) 2026-01-13T19:20Z [---] followers, [---] engagements "Started smallish position in $AIRI at $3.18. Risk is they can't refinance in the next [--] months but with a large owner operator shareholder plus recent lender support & a huge defence backlog growing quickly plus recent margin improvement signs are good. $269m backlog vs $40m EV" [X Link](https://x.com/anyuser/status/2009539658389049403) 2026-01-09T08:16Z [---] followers, [---] engagements "$BW up 20% today after signing a deal with Siemens. Debt position much better now and an interesting investment in US energy production (linked to data centres). Some risks around debt and execution still but worth the risk IMO" [X Link](https://x.com/anyuser/status/2009275368549527931) 2026-01-08T14:45Z [---] followers, [---] engagements "$MPTI finally getting recognition up another 10%+ today. Huge beneficiary of current US defence programmes (backlog up 50%) & in an excellent position for future growth in many areas (drones etc). US onshoring (including mandated) also helpful. Still cheap" [X Link](https://x.com/anyuser/status/2009274823332028515) 2026-01-08T14:43Z [---] followers, [---] engagements "US administration asking for a 50% increase in Defense spending $MPTI $FEIM $VELO $LPTH $LASR GDWN MSI" [X Link](https://x.com/anyuser/status/2009169507529707634) 2026-01-08T07:45Z [---] followers, [---] engagements "Finally $MPTI making a move up c10% today. A long term hold with many tailwinds. Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller positions. Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller" [X Link](https://x.com/anyuser/status/2008643361012617245) 2026-01-06T20:54Z [---] followers, [---] engagements "Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller positions" [X Link](https://x.com/anyuser/status/2006030217303761177) 2025-12-30T15:50Z [---] followers, [----] engagements "This should be beneficial to $MPTI Lockheed Martin announced Tuesday that it would be increasing its annual production rate of PAC-3 MSE (Missile Segment Enhancement) Interceptors for the MIM-104 Patriot Surface-to-Air Missile System from roughly [---] to [----] a year under a new contract with the Department of https://t.co/aCkVK8xkqx Lockheed Martin announced Tuesday that it would be increasing its annual production rate of PAC-3 MSE (Missile Segment Enhancement) Interceptors for the MIM-104 Patriot Surface-to-Air Missile System from roughly [---] to [----] a year under a new contract with the" [X Link](https://x.com/anyuser/status/2008601729471074646) 2026-01-06T18:09Z [---] followers, [---] engagements "Lockheed Martin announced Tuesday that it would be increasing its annual production rate of PAC-3 MSE (Missile Segment Enhancement) Interceptors for the MIM-104 Patriot Surface-to-Air Missile System from roughly [---] to [----] a year under a new contract with the Department of Defense. Stockpiles for Patriot Interceptors have been running dangerously low now for over a year with hundreds of missiles being expended in Ukraine and during the Twelve-Day War against Iran. https://twitter.com/i/web/status/2008599240948232555 https://twitter.com/i/web/status/2008599240948232555" [X Link](https://x.com/anyuser/status/2008599240948232555) 2026-01-06T17:59Z 1.9M followers, 185.5K engagements "Good contract for $FEIM. I sold a good chunk at $54 as it has become very expensive but will keep my remaining shares as the LT prospects are attractive. https://ir.freqelec.com/news-releases/news-release-details/frequency-electronics-inc-awarded-contract-geostationary https://ir.freqelec.com/news-releases/news-release-details/frequency-electronics-inc-awarded-contract-geostationary" [X Link](https://x.com/2020Hydrus/status/2008575346833322278) 2026-01-06T16:24Z [---] followers, [---] engagements "$VELO already up 26% ytd. US onshoring is real with mandating of some manufacturing in US (FCC ban on non USA drone/drone parts as an example). New position in $ELVA for critical battery applications profitable and growing fast. $IESC also benefits from factory build out Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller positions. Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO" [X Link](https://x.com/anyuser/status/2008197308505321840) 2026-01-05T15:22Z [---] followers, [---] engagements "UK: #GDWN #JNEO #MSI #LTHM #AVG Overall [----] portfolio performance 27% - slowish second half of year but plenty of consolidation ahead of hopefully a strong 2026" [X Link](https://x.com/anyuser/status/2006031900838629780) 2025-12-30T15:57Z [---] followers, [---] engagements "$FEIM results well received up 15% another direct beneficiary of US Defense programmes (like $MPTI). The earnings call highlighted plenty of long term opportunities for them" [X Link](https://x.com/anyuser/status/1999493073928355870) 2025-12-12T14:54Z [---] followers, [---] engagements "Contract announced for $MPTI today as part of the PAC-3 MSE program. Multi US defence contracts likely to benefit $MPTI over the next few quarters including SeaSparrow. Looks cheap to me still" [X Link](https://x.com/anyuser/status/1999187213821616551) 2025-12-11T18:39Z [---] followers, [---] engagements "Excellent quarter from #DAVE (stock up 13%) with a beat on the top and bottom and substantive raises for FY. Their credit risk disclosures are outstanding also. 200% up YTD now and still cheap" [X Link](https://x.com/anyuser/status/1985723026344755683) 2025-11-04T14:57Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@2020Hydrus Hydrus
Hydrus posts on X about $mpti, $dave, $feim, defence the most. They currently have [---------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +68%
- [--] Month [-----] -98%
- [--] Months [-------] +54,276%
- [--] Year [-------] +113,658%
Mentions: [--] #
- [--] Week [--] +125%
- [--] Month [--] -21%
- [--] Months [--] +2,800%
- [--] Year [--] +2,900%
Followers: [---------] #
- [--] Week [---] -0.73%
- [--] Month [---] no change
- [--] Months [---] +7.10%
- [--] Year [---] +35%
CreatorRank: undefined #
Social Influence
Social category influence stocks cryptocurrencies finance countries social networks technology brands
Social topic influence $mpti, $dave, $feim, defence, $velo, $bw, $iesc, company, $idcc, center
Top accounts mentioned or mentioned by @stocklogging @blackswanshares
Top assets mentioned Dave Inc. (DAVE) Velo (VELO) IES Holdings, Inc. Common Stock (IESC) InterDigital, Inc. (IDCC) Coda Octopus Group, Inc. Common stock (CODA) nLIGHT, Inc. Common Stock (LASR) aiRight (AIRI) Hims & Hers Health, Inc. (HIMS) ZetaChain (ZETA) Lockheed Martin Corporation (LMT) Reddit, Inc. (RDDT) Innovative Solutions & Support (ISSC) The Root Network (ROOT) Motorola Solutions Inc (MSI)
Top Social Posts
Top posts by engagements in the last [--] hours
"US top holdings: CLS IDCC KVYO FOUR UK holdings: MSI BKS ZTF GDWN Sales include ML (take over bid) SEZL (short report with some concerning points) CFLT Buys: KVYO and GDWN Overall YTD 22.5% Christmas break now so research starts again in January"
X Link 2024-12-21T08:01Z [---] followers, [---] engagements
"YTD +15%. Lightened up on $NUTX but still a decent holding (sales at [--] to [--] x entry price). $DAVE largest despite small sales. Made a few changes to US holdings - Sold $RDDT $PSIX. Added $ISSC $LFMD and $ROOT. No changes to UK holdings $JNEO $MSI both looking strong"
X Link 2025-06-06T11:24Z [---] followers, [---] engagements
"$HIT is an overlooked smallcap with a huge market opportunity. They provide technology to help brokers and employers quickly create their own self-funded health plans with stop-loss insurance. Cheaper than insurance for many employers with younger employees. Growing at 80%+ PA"
X Link 2025-08-29T15:52Z [---] followers, [---] engagements
"YTD +16% UK: #JNEO #MSI USA Top 6: #HIT #DAVE #ISSC #IESC #MPTI #FEIM Volatile summer period but seems to be stabilising now. #JNEO keeps winning contracts and will probably use it's cash to aquire a company soon. #HIT exciting insurance disruptor. #ISSC top quality and cheap"
X Link 2025-09-01T15:25Z [---] followers, [---] engagements
"Right on https://www.londonstockexchange.com/news-article/JNEO/acquisition-of-crime-and-fire-defence-systems/17210549 YTD +16% UK: #JNEO #MSI USA Top 6: #HIT #DAVE #ISSC #IESC #MPTI #FEIM Volatile summer period but seems to be stabilising now. #JNEO keeps winning contracts and will probably use it's cash to aquire a company soon. #HIT exciting insurance disruptor. #ISSC top quality and cheap. https://www.londonstockexchange.com/news-article/JNEO/acquisition-of-crime-and-fire-defence-systems/17210549 YTD +16% UK: #JNEO #MSI USA Top 6: #HIT #DAVE #ISSC #IESC #MPTI #FEIM Volatile summer period"
X Link 2025-09-02T06:17Z [---] followers, [---] engagements
"#JNEO aquisition looks really outstanding. Cheap price increase in [----] EPS by 20% broker target now over 600p. Cross selling opportunities and a bigger addressable market. Loads of cash left after the purchase also. Right on queue.https://t.co/eGlpI8UKzm Right on queue.https://t.co/eGlpI8UKzm"
X Link 2025-09-02T06:25Z [---] followers, [---] engagements
"$FEIM taking advantage of the gutting of US government scientific expertise (in Annual Report): '.We have already enticed several well-respected senior scientists until recently employed at NIST to join our staff; and are interviewing others.'"
X Link 2025-09-05T07:50Z [---] followers, [---] engagements
"@stock_logging Good detailed write up. I think $HIT has a huge opportunity and hardly anyone has recognised that yet"
X Link 2025-09-29T18:16Z [---] followers, [--] engagements
"@blackswanshares Good trade $tefan"
X Link 2022-12-07T10:23Z [---] followers, [--] engagements
"YTD +28% No changes to portfolio this month UK: #JNEO #MSI USA Top 6: #HIT #DAVE #IESC #MPTI #FEIM #ISSC"
X Link 2025-09-30T10:11Z [---] followers, [---] engagements
"YTD +32% Sold ISSC and bought NBIS UK: #JNEO #MSI USA Top 6: #IESC #HIT #DAVE #MPTI #FEIM #NBIS Honorable mention to #GDWN in my separate LT income growth portfolio (alongside #LTHM #GAW and others). Might stop these YTD updates as they are dull"
X Link 2025-10-29T19:43Z [---] followers, [---] engagements
"Excellent quarter from #DAVE (stock up 13%) with a beat on the top and bottom and substantive raises for FY. Their credit risk disclosures are outstanding also. 200% up YTD now and still cheap"
X Link 2025-11-04T14:57Z [---] followers, [---] engagements
"Contract announced for $MPTI today as part of the PAC-3 MSE program. Multi US defence contracts likely to benefit $MPTI over the next few quarters including SeaSparrow. Looks cheap to me still"
X Link 2025-12-11T18:39Z [---] followers, [---] engagements
"$FEIM results well received up 15% another direct beneficiary of US Defense programmes (like $MPTI). The earnings call highlighted plenty of long term opportunities for them"
X Link 2025-12-12T14:54Z [---] followers, [---] engagements
"$VELO another US army deal today. $CODA up 17% seemingly breaking out - a sonar company focussing more on defence profitable and with a bullet proof balance sheet"
X Link 2026-01-13T19:20Z [---] followers, [---] engagements
"UK Top 5: 1) GDWN 2) JNEO 3) MSI 4) LTHM 5) GAW US Top 5: 1) $MPTI 2) $DAVE 3) $IESC 4) $IDDC 5) $FEIM $IDDC are about to capture significant new royalties for their global standards codec technology for video. A unique research company with v high margins and recurring revenue"
X Link 2026-02-06T16:05Z [---] followers, [---] engagements
"Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller positions"
X Link 2025-12-30T15:50Z [---] followers, [----] engagements
"$VELO already up 26% ytd. US onshoring is real with mandating of some manufacturing in US (FCC ban on non USA drone/drone parts as an example). New position in $ELVA for critical battery applications profitable and growing fast. $IESC also benefits from factory build out Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller positions. Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO"
X Link 2026-01-05T15:22Z [---] followers, [---] engagements
"Good contract for $FEIM. I sold a good chunk at $54 as it has become very expensive but will keep my remaining shares as the LT prospects are attractive. https://ir.freqelec.com/news-releases/news-release-details/frequency-electronics-inc-awarded-contract-geostationary https://ir.freqelec.com/news-releases/news-release-details/frequency-electronics-inc-awarded-contract-geostationary"
X Link 2026-01-06T16:24Z [---] followers, [---] engagements
"US administration asking for a 50% increase in Defense spending $MPTI $FEIM $VELO $LPTH $LASR GDWN MSI"
X Link 2026-01-08T07:45Z [---] followers, [---] engagements
"Started smallish position in $AIRI at $3.18. Risk is they can't refinance in the next [--] months but with a large owner operator shareholder plus recent lender support & a huge defence backlog growing quickly plus recent margin improvement signs are good. $269m backlog vs $40m EV"
X Link 2026-01-09T08:16Z [---] followers, [---] engagements
"Solid start to the year with GDWN showing great strength in the UK and $MPTI $BW and $ELVA doing well. $DAVE the laggard but I imagine that will change post earnings early March. Still think small (ish) defence engineering and infrastucture companies are the place to be"
X Link 2026-02-03T18:11Z [---] followers, [---] engagements
"Disney and then Netflix and Amazon will in time all be forced to come to agreements with IDCC because they all use their Codecs. Significant future revenues will follow. IDCC will benefit hugely from AI adoption. https://ir.interdigital.com/news-events/press-releases/news-details/2026/InterDigital-awarded-fifth-injunction-against-Disney/default.aspx https://ir.interdigital.com/news-events/press-releases/news-details/2026/InterDigital-awarded-fifth-injunction-against-Disney/default.aspx"
X Link 2026-02-13T08:50Z [---] followers, [--] engagements
"Disney and then Netflix and Amazon will in time all be forced to come to agreements with IDCC because they all use their Codecs. Significant future revenues will follow. IDCC will benefit hugely from AI adoption. https://ir.interdigital.com/news-events/press-releases/news-details/2026/InterDigital-awarded-fifth-injunction-against-Disney/default.aspx https://ir.interdigital.com/news-events/press-releases/news-details/2026/InterDigital-awarded-fifth-injunction-against-Disney/default.aspx"
X Link 2026-02-13T08:50Z [---] followers, [--] engagements
"$HIMS has some slick marketing but its mainly just a website selling other peoples drugs really. Not sure why it ever had such an absurd rating and such a retail following - there is even a HIMS fan club for investors. A lot of the super popular US stocks on X like $HIMS and $ZETA have tanked. Im not convinced the popular accounts typically understand the underlying business - the discussion is often very superficial. Important to look beyond the numbers. A lot of the super popular US stocks on X like $HIMS and $ZETA have tanked. Im not convinced the popular accounts typically understand the"
X Link 2026-02-12T20:41Z [---] followers, [---] engagements
"A lot of the super popular US stocks on X like $HIMS and $ZETA have tanked. Im not convinced the popular accounts typically understand the underlying business - the discussion is often very superficial. Important to look beyond the numbers"
X Link 2026-02-12T19:38Z [---] followers, [---] engagements
"UK Top 5: 1) GDWN 2) JNEO 3) MSI 4) LTHM 5) GAW US Top 5: 1) $MPTI 2) $DAVE 3) $IESC 4) $IDDC 5) $FEIM $IDDC are about to capture significant new royalties for their global standards codec technology for video. A unique research company with v high margins and recurring revenue"
X Link 2026-02-06T16:05Z [---] followers, [---] engagements
"$DAVE releasing excellent Q4 numbers which means it is probably on a backward PE of c10 and a forward PE of mid-high single figures (take your guess). That for a company growing revenue at c60% and profits c150% Deliquency rates dropping also"
X Link 2026-02-06T10:53Z [---] followers, [---] engagements
"Solid start to the year with GDWN showing great strength in the UK and $MPTI $BW and $ELVA doing well. $DAVE the laggard but I imagine that will change post earnings early March. Still think small (ish) defence engineering and infrastucture companies are the place to be"
X Link 2026-02-03T18:11Z [---] followers, [---] engagements
"$VELO another US army deal today. $CODA up 17% seemingly breaking out - a sonar company focussing more on defence profitable and with a bullet proof balance sheet"
X Link 2026-01-13T19:20Z [---] followers, [---] engagements
"Started smallish position in $AIRI at $3.18. Risk is they can't refinance in the next [--] months but with a large owner operator shareholder plus recent lender support & a huge defence backlog growing quickly plus recent margin improvement signs are good. $269m backlog vs $40m EV"
X Link 2026-01-09T08:16Z [---] followers, [---] engagements
"$BW up 20% today after signing a deal with Siemens. Debt position much better now and an interesting investment in US energy production (linked to data centres). Some risks around debt and execution still but worth the risk IMO"
X Link 2026-01-08T14:45Z [---] followers, [---] engagements
"$MPTI finally getting recognition up another 10%+ today. Huge beneficiary of current US defence programmes (backlog up 50%) & in an excellent position for future growth in many areas (drones etc). US onshoring (including mandated) also helpful. Still cheap"
X Link 2026-01-08T14:43Z [---] followers, [---] engagements
"US administration asking for a 50% increase in Defense spending $MPTI $FEIM $VELO $LPTH $LASR GDWN MSI"
X Link 2026-01-08T07:45Z [---] followers, [---] engagements
"Finally $MPTI making a move up c10% today. A long term hold with many tailwinds. Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller positions. Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller"
X Link 2026-01-06T20:54Z [---] followers, [---] engagements
"Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller positions"
X Link 2025-12-30T15:50Z [---] followers, [----] engagements
"This should be beneficial to $MPTI Lockheed Martin announced Tuesday that it would be increasing its annual production rate of PAC-3 MSE (Missile Segment Enhancement) Interceptors for the MIM-104 Patriot Surface-to-Air Missile System from roughly [---] to [----] a year under a new contract with the Department of https://t.co/aCkVK8xkqx Lockheed Martin announced Tuesday that it would be increasing its annual production rate of PAC-3 MSE (Missile Segment Enhancement) Interceptors for the MIM-104 Patriot Surface-to-Air Missile System from roughly [---] to [----] a year under a new contract with the"
X Link 2026-01-06T18:09Z [---] followers, [---] engagements
"Lockheed Martin announced Tuesday that it would be increasing its annual production rate of PAC-3 MSE (Missile Segment Enhancement) Interceptors for the MIM-104 Patriot Surface-to-Air Missile System from roughly [---] to [----] a year under a new contract with the Department of Defense. Stockpiles for Patriot Interceptors have been running dangerously low now for over a year with hundreds of missiles being expended in Ukraine and during the Twelve-Day War against Iran. https://twitter.com/i/web/status/2008599240948232555 https://twitter.com/i/web/status/2008599240948232555"
X Link 2026-01-06T17:59Z 1.9M followers, 185.5K engagements
"Good contract for $FEIM. I sold a good chunk at $54 as it has become very expensive but will keep my remaining shares as the LT prospects are attractive. https://ir.freqelec.com/news-releases/news-release-details/frequency-electronics-inc-awarded-contract-geostationary https://ir.freqelec.com/news-releases/news-release-details/frequency-electronics-inc-awarded-contract-geostationary"
X Link 2026-01-06T16:24Z [---] followers, [---] engagements
"$VELO already up 26% ytd. US onshoring is real with mandating of some manufacturing in US (FCC ban on non USA drone/drone parts as an example). New position in $ELVA for critical battery applications profitable and growing fast. $IESC also benefits from factory build out Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO $MPTI far too cheap on [--] PE on v conservative forecasts. Backlog up 50% & essential to key US Defense programmes. $DAVE v cheap also. $BW data center power & $VELO US manufacturing. Smaller positions. Going in to 2026: Top [--] USA: $DAVE $MPTI $IESC $IDCC $BW $VELO"
X Link 2026-01-05T15:22Z [---] followers, [---] engagements
"UK: #GDWN #JNEO #MSI #LTHM #AVG Overall [----] portfolio performance 27% - slowish second half of year but plenty of consolidation ahead of hopefully a strong 2026"
X Link 2025-12-30T15:57Z [---] followers, [---] engagements
"$FEIM results well received up 15% another direct beneficiary of US Defense programmes (like $MPTI). The earnings call highlighted plenty of long term opportunities for them"
X Link 2025-12-12T14:54Z [---] followers, [---] engagements
"Contract announced for $MPTI today as part of the PAC-3 MSE program. Multi US defence contracts likely to benefit $MPTI over the next few quarters including SeaSparrow. Looks cheap to me still"
X Link 2025-12-11T18:39Z [---] followers, [---] engagements
"Excellent quarter from #DAVE (stock up 13%) with a beat on the top and bottom and substantive raises for FY. Their credit risk disclosures are outstanding also. 200% up YTD now and still cheap"
X Link 2025-11-04T14:57Z [---] followers, [---] engagements
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