# ![@BlackScholesMan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::954558328616693760.png) @BlackScholesMan Mike

Mike posts on X about $lpth, $pke, ai, spacex the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::954558328616693760/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::954558328616693760/c:line/m:interactions.svg)

- [--] Week [-------] -17%
- [--] Month [-------] -65%
- [--] Months [---------] +842%
- [--] Year [---------] +308%

### Mentions: [--] [#](/creator/twitter::954558328616693760/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::954558328616693760/c:line/m:posts_active.svg)

- [--] Week [---] -33%
- [--] Month [---] -8.70%
- [--] Months [-----] +318%
- [--] Year [-----] +230%

### Followers: [-----] [#](/creator/twitter::954558328616693760/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::954558328616693760/c:line/m:followers.svg)

- [--] Week [-----] +0.98%
- [--] Month [-----] +9.40%
- [--] Months [-----] +291%
- [--] Year [-----] +591%

### CreatorRank: [-------] [#](/creator/twitter::954558328616693760/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::954558328616693760/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  32.16% [finance](/list/finance)  14.04% [cryptocurrencies](/list/cryptocurrencies)  11.7% [countries](/list/countries)  9.94% [technology brands](/list/technology-brands)  9.36% [celebrities](/list/celebrities)  2.34%

**Social topic influence**
[$lpth](/topic/$lpth) #7, [$pke](/topic/$pke) 4.09%, [ai](/topic/ai) 4.09%, [spacex](/topic/spacex) 4.09%, [$mtek](/topic/$mtek) 3.51%, [in the](/topic/in-the) 3.51%, [systems](/topic/systems) #1241, [$mob](/topic/$mob) #2, [$lite](/topic/$lite) #66, [$ktos](/topic/$ktos) 2.92%

**Top accounts mentioned or mentioned by**
[@aktienakademie](/creator/undefined) [@benjami67298432](/creator/undefined) [@vmaxpax](/creator/undefined) [@fundmyfund](/creator/undefined) [@bussinbiotech](/creator/undefined) [@vastcnc](/creator/undefined) [@nimesh3t](/creator/undefined) [@grumpierbtday](/creator/undefined) [@floatpisces](/creator/undefined) [@sweden_ukr](/creator/undefined) [@mike10947310](/creator/undefined) [@madcap_cap](/creator/undefined) [@beachtrades](/creator/undefined) [@researchgrizzly](/creator/undefined) [@elonmusk](/creator/undefined) [@msiaboni](/creator/undefined) [@maartendik](/creator/undefined) [@madcapcap](/creator/undefined) [@dwdinvesting](/creator/undefined) [@golfsohard](/creator/undefined)

**Top assets mentioned**
[Park Aerospace Corp. Common Stock (PKE)](/topic/$pke) [Maris Tech Ltd. (MTEK)](/topic/$mtek) [MobileCoin (MOB)](/topic/$mob) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [AeroVironment, Inc. (AVAV)](/topic/$avav) [QQCoin (QQ)](/topic/$qq) [Exactly Protocol (EXA)](/topic/$exa) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Mercury Systems Inc. (MRCY)](/topic/$mrcy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [MAXIMUS, Inc. (MMS)](/topic/$mms) [IPG Photonics Corporation (IPGP)](/topic/$ipgp) [Allegheny Technologies (ATI)](/topic/$ati) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [General Dynamics Corporation (GD)](/topic/$gd) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Moog Inc. (MOG.A)](/topic/$moga) [Ducommun Incorporated (DCO)](/topic/$dco) [Leidos Holdings Inc (LDOS)](/topic/$ldos) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Boeing Co (BA)](/topic/$ba) [Limitus (LMT)](/topic/$lmt) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Vixco (VIX)](/topic/$vix) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"It's pretty clear we cannot be reliant on China state entity to bury this stuff. From my research all roads point to $KOG.NOK having the ability to scale up on this technology. It is a named I have own on/off and it is a good company. Chart looks constructive too on consolidation. And the largest company in the world that focuses on hardened defense of these attack vectors was.bought by a Chinese state enterprise. You cannot make this stuff up sometimes https://t.co/OlKTUBIxg3 And the largest company in the world that focuses on hardened defense of these attack vectors was.bought by a Chinese"  
[X Link](https://x.com/BlackScholesMan/status/1964698562995917053)  2025-09-07T14:33Z [----] followers, [----] engagements


"Larger orders for $lpth are orders for $mtek. Alpha on this goes to @beach_trades"  
[X Link](https://x.com/BlackScholesMan/status/1968314140570812423)  2025-09-17T14:00Z [----] followers, 12.3K engagements


"After going over everything I am left with only one logical conclusion: $lpth must acquire $mtek. There is simply no other way forward given how far $lpth has integrated their software stack into the camera stack"  
[X Link](https://x.com/BlackScholesMan/status/1971739214384713743)  2025-09-27T00:50Z [----] followers, [----] engagements


"Note from $PKE CC last night. Strongly suspect either A) ICBM modernization or B) Hypersonic missiles with $KTOS. "Once in a lifetime" = the birth of an entirely new weapons category"  
[X Link](https://x.com/BlackScholesMan/status/1976699905096736886)  2025-10-10T17:22Z [----] followers, [----] engagements


"Not a surprise. Sanctions on Russia oil yielded more nuclear weapons testing out of Russia. This is a response to that. What I expect next is emphasis on hypersonic missiles from $ktos and it's sub $pke. It will get scary before Russia looks for an off ramp U.S. President Donald J. Trump announces that he has instructed the Department of War to resume the testing of nuclear weapons in response to testing programs by other countries citing both China and Russia. The last nuclear test by the United States was carried out on https://t.co/d640LiyOUM U.S. President Donald J. Trump announces that"  
[X Link](https://x.com/BlackScholesMan/status/1983709892897861742)  2025-10-30T01:37Z [----] followers, [----] engagements


"If $RTX is reaching for $CVU on control assemblies on PAC-3 they will be reaching for $PKE next in the supply chain. Expect to see $MPTI get orders too and dare I say it: $MOBX should see orders too. However I strongly dislike $MOBX management. NAILED IT $CVU https://t.co/6idnzzWE84 NAILED IT $CVU https://t.co/6idnzzWE84"  
[X Link](https://x.com/BlackScholesMan/status/1983892861213888607)  2025-10-30T13:44Z [----] followers, [----] 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](https://x.com/BlackScholesMan/status/1994463918622646432)  2025-11-28T17:50Z [----] followers, [----] 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](https://x.com/BlackScholesMan/status/1996288274202255783)  2025-12-03T18:39Z [----] followers, [----] engagements


"Fully expect $RHM $SAAB $KOG $HAG and $KDEF to take a huge dump. however I want to own all of them when the stocks settle. If the number are true of the E.U. dangling 40-50B into Ukraine for "security guarantees" that gives more juice to the re-armament trade. Also to be super clear: What existed prior to war will not be the baseline that the E.U. reverts to when the war is over. https://twitter.com/i/web/status/2001019919375143024 https://twitter.com/i/web/status/2001019919375143024"  
[X Link](https://x.com/BlackScholesMan/status/2001019919375143024)  2025-12-16T20:01Z [----] followers, [----] engagements


"1) Drone proliferation across all echelons - Adoption from strategic to tactical/squad-level across all services and allied forces. In this area I expect to see $AVAV & $KTOS to continue to thrive. Im more focused on the group [--] & [--] drones as I expected price compression at the lower levels. I also have $LPTH & $MOB & $MPTI & $CODA as picks and shovels play https://twitter.com/i/web/status/2003929893097074876 https://twitter.com/i/web/status/2003929893097074876"  
[X Link](https://x.com/BlackScholesMan/status/2003929893097074876)  2025-12-24T20:44Z [----] followers, 47.1K engagements


"2) Counter-UAS systems deployment - Multiple layered solutions (kinetic electronic warfare directed energy) moving from testing to fielding at scale. In this area I think $ONDS will win with its soft-kill solution and $EOS.AX with its hard kill solution. Expect $TDY & $DRS & $LPTH to sell sensors in this area to everyone https://twitter.com/i/web/status/2003929894615765481 https://twitter.com/i/web/status/2003929894615765481"  
[X Link](https://x.com/BlackScholesMan/status/2003929894615765481)  2025-12-24T20:44Z [----] followers, 46.9K engagements


"3) Supply chain integrity Expect to the trend of reshoring of the supply chain to continue. NDAA specifically states Germanium cannot used from Russia/China. Expect to see $LPTH thrive in this environment with its multi-catalyst themes. Also $SKYT will get quite a bit of money from the government as well. https://twitter.com/i/web/status/2003929896184127975 https://twitter.com/i/web/status/2003929896184127975"  
[X Link](https://x.com/BlackScholesMan/status/2003929896184127975)  2025-12-24T20:44Z [----] followers, 40.6K engagements


"9) Additive manufacturing at the edge - On-demand production of parts components and potentially munitions closer to point of need. $VELO & $SSYS are your only real plays on this theme"  
[X Link](https://x.com/BlackScholesMan/status/2003929904921051609)  2025-12-24T20:44Z [----] followers, 25.9K engagements


"10) Munitions industrial base expansion - Major NDAA funding for precision weapons replenishment (Patriots 155mm GMLRS etc.) and production capacity increases. This is mostly buried in primes but I like $PKE & $MOG/A as they both have highly specialized parts that go into the Patriot complex. https://twitter.com/i/web/status/2003929906476974145 https://twitter.com/i/web/status/2003929906476974145"  
[X Link](https://x.com/BlackScholesMan/status/2003929906476974145)  2025-12-24T20:44Z [----] followers, 23.6K engagements


"Everyone's piling into Rheinmetall (40x P/E) and Saab (39x). Meanwhile QinetiQ sits at 17x forward P/E trading like a boring contractor. But something's changing. Here's why $QQ might be the most asymmetric bet in EU defense 🧵"  
[X Link](https://x.com/BlackScholesMan/status/2004550495063728245)  2025-12-26T13:50Z [----] followers, 46.8K engagements


"$PKE - Important Note on Hypersonic Thesis: The hypersonic supplier angle is MY due diligence/speculation - NOT confirmed by management or analysts. However the logic is solid: 1) KTOS is a confirmed Top [--] customer for Park 2) KTOS has active hypersonic missile contracts (MACH-TB Dark Fury Erinyes) 3) Park's ablative materials are designed for extreme heat (2000C+) - exactly what hypersonics need 4) Timing aligns: KTOS ramping 2026-2027 Park expanding capacity now Given capability deficit in this area the spending surge will fairly large. https://twitter.com/i/web/status/2006076924842643914"  
[X Link](https://x.com/BlackScholesMan/status/2006076924842643914)  2025-12-30T18:56Z [----] followers, [----] engagements


"By popular request i present $ONDS infographic Also great win on the contract today"  
[X Link](https://x.com/BlackScholesMan/status/2006391835892002899)  2025-12-31T15:47Z [----] followers, [----] engagements


"$MOB - Build it and they will come Will CSRMC become the rules of the road"  
[X Link](https://x.com/BlackScholesMan/status/2006722372393631989)  2026-01-01T13:41Z [----] followers, [----] engagements


"$TDY bigger and established name: but still has growth verticals in hot market for both drones and counter drones. Drone wins at $TDY filter down to $MOB as well"  
[X Link](https://x.com/BlackScholesMan/status/2007148090931978442)  2026-01-02T17:52Z [----] followers, [----] engagements


"$AVIO.BVME - Italy's 113-year rocket motor champion plants flag in Virginia. European expertise meets American demand. Believe it or not - this is you main pure play on investing in solid rocket fuel Everything else is buried in a prime. Stock had a steep correction on a stake holder selling down it's position. Looks it has stabilized on the charts. https://twitter.com/i/web/status/2007182794892439660 https://twitter.com/i/web/status/2007182794892439660"  
[X Link](https://x.com/BlackScholesMan/status/2007182794892439660)  2026-01-02T20:10Z [----] followers, [----] engagements


"@AktienAkademie and $ELS.AX but it has run alot and I have trimmed quite a bit"  
[X Link](https://x.com/BlackScholesMan/status/2007484142636912896)  2026-01-03T16:08Z [----] followers, [---] engagements


"Given Sam's comment that they are short software for their cameras I suspect $MTEK will be their next target A) It's cheep enough. Even with a 100% premium it would only cost 20M b) $MTEK is already integrated into the G5 stack C) Sam specifically stated he didn't want to start from scratch on software. D) $MTEK need to be part of a company that has strong cash flow as they Just be warned the name trades thin. After going over everything I am left with only one logical conclusion: $lpth must acquire $mtek. There is simply no other way forward given how far $lpth has integrated their software"  
[X Link](https://x.com/BlackScholesMan/status/2008193257285595588)  2026-01-05T15:05Z [----] followers, [----] engagements


"$qq + mbda + $lasr = dragonfire"  
[X Link](https://x.com/BlackScholesMan/status/2008500314564137378)  2026-01-06T11:26Z [----] followers, [----] engagements


"Catalyst ive been waiting for Awaken the pac-3 supply chain $dco & $pke for the beta. Also $mog/a will be involved too but it has already run imo https://www.prnewswire.com/news-releases/lockheed-martin-and-department-of-war-advance-landmark-acquisition-transformation-to-accelerate-pac-3-mse-production-302653854.html https://www.prnewswire.com/news-releases/lockheed-martin-and-department-of-war-advance-landmark-acquisition-transformation-to-accelerate-pac-3-mse-production-302653854.html"  
[X Link](https://x.com/BlackScholesMan/status/2008543971405103426)  2026-01-06T14:19Z [----] followers, [----] engagements


"$EXA - Very cool capability that we only previously seen out of Ukraine. Interesting it is focused on C-UAS"  
[X Link](https://x.com/BlackScholesMan/status/2008895431695085919)  2026-01-07T13:36Z [----] followers, [----] engagements


"$DCO - New all time high"  
[X Link](https://x.com/BlackScholesMan/status/2009277294104183011)  2026-01-08T14:53Z [----] followers, [----] engagements


"$MPTI - Makes thinks all RF related that go into both drones and complex missiles. Finally starting to get noticed $CVU - Works directly with $RTX on missile sub-assemblies. 500M of backlog of which 100M is funded which I expect to change. Suspect but cannot prove hypersonic missiles https://twitter.com/i/web/status/2009286480779190484 https://twitter.com/i/web/status/2009286480779190484"  
[X Link](https://x.com/BlackScholesMan/status/2009286480779190484)  2026-01-08T15:30Z [----] followers, [----] engagements


"Does anyone else have some good E.U. defense ideas outside of the E.U. primes"  
[X Link](https://x.com/BlackScholesMan/status/2010054750172233832)  2026-01-10T18:22Z [----] followers, [----] engagements


"I think your analogy is correct to a $LDOS. Look at theses recent wins: Tempest air defense system - Combat-proven in Ukraine (Jan 2026) F-16 Cockpit Modernization - $425M 10-year program (Nov 2025) T-6 Aircraft Fleet Services - $4.3B program (under protest but massive) SHIELD IDIQ positioning - Now competing for systems development not just O&M This is a company moving up the value chain IMO. However to be clear there is a debt & major shareholder drawdown. While I don't like either they have been using cashflow to buy shares back as treasury shares during the drawdown vs debt repayment. So"  
[X Link](https://x.com/BlackScholesMan/status/2011045746745720891)  2026-01-13T12:00Z [----] followers, [---] engagements


"@BussinBiotech I still think it will be $MTEK because they already have a relationship and they need software"  
[X Link](https://x.com/BlackScholesMan/status/2013769282312618218)  2026-01-21T00:23Z [----] followers, [---] engagements


"$jedi etf launched on Oct [--] with each position at 5%. I knew $rklb had out performed but the outperformance of $rtx surprised me. A reminder that you can't ignore the primes either. Still can't understand how $caci made the list and why $ktos isn't crushing it"  
[X Link](https://x.com/BlackScholesMan/status/2013806212647702566)  2026-01-21T02:49Z [----] followers, [----] engagements


"Dare I say $nflx is starting to look interesting here Or would that jinx the idea"  
[X Link](https://x.com/BlackScholesMan/status/2013951719923707963)  2026-01-21T12:28Z [----] followers, [----] engagements


"$LDOS has the most beta to this program scaling. The Army expects to complete fielding of the Dark Eagle hypersonic missile in "early 2026." Mikayla Easley reports: https://t.co/VoWQcGmCOK The Army expects to complete fielding of the Dark Eagle hypersonic missile in "early 2026." Mikayla Easley reports: https://t.co/VoWQcGmCOK"  
[X Link](https://x.com/BlackScholesMan/status/2014074154840949031)  2026-01-21T20:34Z [----] followers, [----] engagements


"Followed by a baby boom [--] months later. Long $KMB 🤣 https://t.co/UDmHh9GbJ4 https://t.co/UDmHh9GbJ4"  
[X Link](https://x.com/BlackScholesMan/status/2014429963286413441)  2026-01-22T20:08Z [----] followers, [----] engagements


"$GRA & $NNXPF: Five [----] catalysts that could rerate this from $447M $2B+ market cap. VoltaXplore's battery play for drones & automotive is deeply undervalued. 🧵"  
[X Link](https://x.com/BlackScholesMan/status/2014793410620563823)  2026-01-23T20:12Z [----] followers, 15.1K engagements


"Also thinking about this more I think there is a bigger play here on the Canada Ag market as well. VoltaXplore's batteries are based upon Silicon-graphene anodes which charge "much" faster then lithium-ion. So if you assume a drone has a 15M flight time before resupply farmers can swap out batters while adding more product to the drone. The rigs I have seen farmers use for drones usually have 2-3 batteries in a charger with a generator running. $GRA & $NNXPF: Five [----] catalysts that could rerate this from $447M $2B+ market cap. VoltaXplore's battery play for drones & automotive is deeply"  
[X Link](https://x.com/BlackScholesMan/status/2015096283606769668)  2026-01-24T16:16Z [----] followers, [----] engagements


"@MsIaboni Double oven running at the same time. Home was built [--] years ago. Will see if I can update and zoom in tomorrow. [--] amp breaker"  
[X Link](https://x.com/BlackScholesMan/status/2015614961221845471)  2026-01-26T02:37Z [----] followers, [---] engagements


"$MOB - something brewing. On Volume too"  
[X Link](https://x.com/BlackScholesMan/status/2015882853251264884)  2026-01-26T20:21Z [----] followers, [----] engagements


"Not surprised on $KRMN. Only surprise is they were not on a first tranche. Gives you an idea how dis-jointed the program is being run"  
[X Link](https://x.com/BlackScholesMan/status/2016141707578900644)  2026-01-27T13:30Z [----] followers, [----] engagements


"$MMS - Ahead of the curve"  
[X Link](https://x.com/BlackScholesMan/status/2016179671507853816)  2026-01-27T16:01Z [----] followers, [----] engagements


"Original thesis on owning $MTEK was $LPTH buying them based 1) $LPTH already having a partnership 2) Sam says he needs software 3) $MTEK works on AI. So basically Camera + AI = Edge AI which is where the 🏒 is going next IMO. However"  
[X Link](https://x.com/BlackScholesMan/status/2016216783871529163)  2026-01-27T18:28Z [----] followers, [----] engagements


"the series of press releases over the last week have me questioning does $MTEK really need to be bought to be successfully They seem to be gaining traction on technology integration and they are starting to get follow own orders. I think there could be multiple paths higher for the company. https://twitter.com/i/web/status/2016216785985602047 https://twitter.com/i/web/status/2016216785985602047"  
[X Link](https://x.com/BlackScholesMan/status/2016216785985602047)  2026-01-27T18:28Z [----] followers, [----] engagements


"Here are my reason for owning $LPTH - only one touches upon germanium. This was always about the company moving up the value chain from S2 - S1 - Full on integrator with there products (eventually). The NDAA germanium ban was a nice tail-wind but was never core to my thesis. $LPTH When an S2 becomes and S1 vendor. $LPTH has been a public company for a long time. However its recent acquisition of G5 has unlocked higher margin business. Its key licensing of BlackDiamond glass from the Naval Research Laboratory gives them a competitive advantage. $LPTH When an S2 becomes and S1 vendor. $LPTH has"  
[X Link](https://x.com/BlackScholesMan/status/2016222626482421829)  2026-01-27T18:51Z [----] followers, [----] engagements


"Know and profit from PAC-3 chain:"  
[X Link](https://x.com/BlackScholesMan/status/2016525866369450060)  2026-01-28T14:56Z [----] followers, [----] engagements


"Haven't talked about it yet but I've been picking up $IPGP. If you listen to the primes earnings they are clearly feeling the pressure to investment more which flows to machinery like $IPGP. Also if you believe in directed energy they have roll to play here as an input supplier. https://twitter.com/i/web/status/2016537331281403939 https://twitter.com/i/web/status/2016537331281403939"  
[X Link](https://x.com/BlackScholesMan/status/2016537331281403939)  2026-01-28T15:42Z [----] followers, [----] engagements


"$BA $LMT $RTX were pretty clear in there earnings calls: They are all hitting the gas pedal on PAC-3 production. Accordingly I increased sizing in $PKE after previously cutting it quite a bit"  
[X Link](https://x.com/BlackScholesMan/status/2016623324122480862)  2026-01-28T21:24Z [----] followers, [----] engagements


"$JOBY - Offering 🤮Wife is going to be pissed when she looks at her IRA"  
[X Link](https://x.com/BlackScholesMan/status/2016642087957963023)  2026-01-28T22:38Z [----] followers, [----] engagements


"Here is an infographic to cheer of my $JOBY friends"  
[X Link](https://x.com/BlackScholesMan/status/2016646661146050909)  2026-01-28T22:56Z [----] followers, [----] engagements


"$CODA - Build it and they will come : "The launch by the Company of its Echoscope PIPE NANO Gen Series in fiscal year [----] our ultra-compact real time 3D imaging sonar marks a critical step in enabling next-generation subsea AI enabled autonomy.""  
[X Link](https://x.com/BlackScholesMan/status/2016866814630760824)  2026-01-29T13:31Z [----] followers, [----] engagements


"$MMS - Forgot to post this yesterday. Not a name that does alot of opex traffic"  
[X Link](https://x.com/BlackScholesMan/status/2016899462988284032)  2026-01-29T15:41Z [----] followers, [----] engagements


"Ive been on a side quest to own the PAC-3/THAAD production chain and I think I have found a new hidden diamond in the rough. $SYPR sits at the intersection of defense & mobility. This is a company that is starting to inflect and has no analyst coverage 🧵"  
[X Link](https://x.com/BlackScholesMan/status/2017252509631275287)  2026-01-30T15:04Z [----] followers, 27.4K engagements


"When Lockheed Martin and Raytheon need mission-critical power supplies for missile defense systems they call one company: Sypris Electronics. Sole-source contracts. High-reliability systems. National security applications. $SYPR is defense infrastructure most investors have never heard of. Delivers starting NOW backlog becomes revenue https://twitter.com/i/web/status/2017252511644516357 https://twitter.com/i/web/status/2017252511644516357"  
[X Link](https://x.com/BlackScholesMan/status/2017252511644516357)  2026-01-30T15:04Z [----] followers, [----] engagements


"Two accelerating segments. One company. One tied to defense aerospace spend on PAC-3 & THAAD & Hypersonic missiles & F-35. The other tied to multiple OEMs supplying highly specialized axles on long-duration contracts"  
[X Link](https://x.com/BlackScholesMan/status/2017252513733366223)  2026-01-30T15:04Z [----] followers, [----] engagements


"The numbers are speaking loud: FY2025 NDAA: $895B defense budget passed $BA & $RTX & $LMT earnings calls: Highlighted missile defense demand surge PAC-3 & THAAD programs ramping globally with hypersonic not far behind Sypris ($SYPR) powers these exact systems. Sole-source supplier. Connect the dots on where the spend is going. https://twitter.com/i/web/status/2017252515297833163 https://twitter.com/i/web/status/2017252515297833163"  
[X Link](https://x.com/BlackScholesMan/status/2017252515297833163)  2026-01-30T15:04Z [----] followers, [----] engagements


"$123M revenue $200M+ target by 2027-28. Defense Electronics (45%): Powering PAC-3 THAAD F-35 . Industrial Tech (55%): EV drivetrains for Tier [--] OEMs VS current 74M: This is obscenely cheep However it can trade thin at times even with 187K in average volume. As always do your own DD https://twitter.com/i/web/status/2017252516740616392 https://twitter.com/i/web/status/2017252516740616392"  
[X Link](https://x.com/BlackScholesMan/status/2017252516740616392)  2026-01-30T15:04Z [----] followers, [----] engagements


"Just give an idea of the type of run rate I am thinking about: PAC-3: 2-4 modules $20K avg = $40-80K per missile X target production [----] THAAD: 3-5 modules $25K avg = $75-125K per missile X target production 400"  
[X Link](https://x.com/BlackScholesMan/status/2017334895261978699)  2026-01-30T20:31Z [----] followers, [----] engagements


"@AktienAkademie Also still in $EXA as it's a core holding"  
[X Link](https://x.com/BlackScholesMan/status/2017364492254917086)  2026-01-30T22:29Z [----] followers, [---] engagements


"@MaartenDik Saw that. World will order from both while U.S. shrivels with $HII & $GD"  
[X Link](https://x.com/BlackScholesMan/status/2017980721441198381)  2026-02-01T15:17Z [----] followers, [---] engagements


"$PARRO - Starting to look interesting in the mid 7's"  
[X Link](https://x.com/BlackScholesMan/status/2018326906005770482)  2026-02-02T14:13Z [----] followers, [----] engagements


"A long time ago in a galaxy far away. $NXPI use to deliver positive earnings results"  
[X Link](https://x.com/BlackScholesMan/status/2018439986131984875)  2026-02-02T21:42Z [----] followers, [----] engagements


"$lasr = laser components $drs = battery pack $esp = specialized navel electric components DDG-88 USS Preble used its HELIOS high-energy laser to shoot down four drones in a previously unpublicized [----] counter-UAS demo Lockheed Martins CEO said today. The Navy has been pushing lasers as a key element of ship defense despite publicly known complications. - TWZ https://t.co/jeTGmpmiqk DDG-88 USS Preble used its HELIOS high-energy laser to shoot down four drones in a previously unpublicized [----] counter-UAS demo Lockheed Martins CEO said today. The Navy has been pushing lasers as a key element"  
[X Link](https://x.com/BlackScholesMan/status/2018487731458842820)  2026-02-03T00:52Z [----] followers, [----] engagements


"@Nico_SG898 @kingtutcap Retail = margin"  
[X Link](https://x.com/BlackScholesMan/status/2018507887140536741)  2026-02-03T02:12Z [----] followers, [---] engagements


"$ati seems to be winner if they scale up SpaceX launch cadence. Also you have the optionality of restarting titanium sponge production in the United States He has all the resources to make it happen. Do not dismiss this as some rich dude hubris. The scale of this is enormous and so are the opportunities and the risk for society. He has all the resources to make it happen. Do not dismiss this as some rich dude hubris. The scale of this is enormous and so are the opportunities and the risk for society"  
[X Link](https://x.com/BlackScholesMan/status/2018707478519710066)  2026-02-03T15:25Z [----] followers, [----] engagements


"@spacanpanman Would add $ati to the list on higher launch cadence with the optionality for restarting titanium production states side"  
[X Link](https://x.com/BlackScholesMan/status/2018711511875621361)  2026-02-03T15:41Z [----] followers, [---] engagements


"So far $ati would be a clearer winner here imo. With the opportunity on restarting titanium sponge supply.hmmm Also I've spent all day on this. There is maybe one or two plays on this. SpaceX & xAI have nearly everything need except hardened GPU. They can make the cooling systems power systems control systems laser communication systems already. The company has nearly everything it Also I've spent all day on this. There is maybe one or two plays on this. SpaceX & xAI have nearly everything need except hardened GPU. They can make the cooling systems power systems control systems laser"  
[X Link](https://x.com/BlackScholesMan/status/2018731214316716410)  2026-02-03T17:00Z [----] followers, [----] engagements


"$TDY - This is a name I have owned for awhile already but they could qualify as a data-center adjacent in space. They make specialized RAM/CPU modules designed to operate in space. Stock had earnings recently and they were pretty good. If theme of data-center in space takes hold I think they can be a winner Also I've spent all day on this. There is maybe one or two plays on this. SpaceX & xAI have nearly everything need except hardened GPU. They can make the cooling systems power systems control systems laser communication systems already. The company has nearly everything it Also I've spent"  
[X Link](https://x.com/BlackScholesMan/status/2018778071323529507)  2026-02-03T20:06Z [----] followers, [----] engagements


"Can't make up my mind if I should buy $IQV on this headline or not given it caused it to dive 12% OPENAI CEO SAM ALTMAN SAID THE COMPANY MAY INVEST IN OR SUBSIDIZE DRUG DISCOVERY FIRMS USING ITS AI AND POTENTIALLY TAKE ROYALTIES FROM BREAKTHROUGHS. OPENAI CEO SAM ALTMAN SAID THE COMPANY MAY INVEST IN OR SUBSIDIZE DRUG DISCOVERY FIRMS USING ITS AI AND POTENTIALLY TAKE ROYALTIES FROM BREAKTHROUGHS"  
[X Link](https://x.com/BlackScholesMan/status/2018787119549038783)  2026-02-03T20:42Z [----] followers, [----] engagements


"@fundmyfund Official list is $AVAV/$KTOS/$RCAT. Skydio wasn't on the list either and neither was $TDY and they just got a recent contract. Something tells me there was a disconnect on who is/isn't on the list. Al"  
[X Link](https://x.com/BlackScholesMan/status/2018828626301505814)  2026-02-03T23:27Z [----] followers, [----] engagements


"@Mike10947310 Thanks mike. I'm just sitting here going through everything and I'm just not seeing the reason. It's making me frustrated"  
[X Link](https://x.com/BlackScholesMan/status/2018849411376300132)  2026-02-04T00:49Z [----] followers, [----] engagements


"@madcap_cap Accurate. Power hour will be interesting with margin calls. Haven't sold a think today. Look at picking at $MRCY if the jam it to the 200MA"  
[X Link](https://x.com/BlackScholesMan/status/2019114807035850865)  2026-02-04T18:24Z [----] followers, [---] engagements


"@Oriol_Mad @AiBa74_ @AktienAkademie @fundmyfund It gets more of a pass because it's market cap isn't stupid expensive and it's a Canada champion. It will do just fine once we get through leverage bros selling"  
[X Link](https://x.com/BlackScholesMan/status/2019132156686266379)  2026-02-04T19:33Z [----] followers, [--] engagements


"I have super smart people that follow me so I have an honest question: How much of the draw down we are seeing in defense names is because of $PLTR and it's weighting in a the broad range of defense ETF's out there"  
[X Link](https://x.com/BlackScholesMan/status/2019136463343124912)  2026-02-04T19:50Z [----] followers, [----] engagements


"Another pure gambling idea. $QCOM is a consistent disappointer in a nervous tape. Put on a 150/142 put spread for 2.50"  
[X Link](https://x.com/BlackScholesMan/status/2019147284282298393)  2026-02-04T20:33Z [----] followers, [----] engagements


"@sweden_ukr Cheap drones with cheap counter measures"  
[X Link](https://x.com/BlackScholesMan/status/2019227272662913477)  2026-02-05T01:51Z [----] followers, [--] engagements


"$MMS $MMS Maximus Reports Fiscal Year [----] First Quarter Results https://t.co/0Ta2Nl3fdI $MMS Maximus Reports Fiscal Year [----] First Quarter Results https://t.co/0Ta2Nl3fdI"  
[X Link](https://x.com/BlackScholesMan/status/2019382797404893458)  2026-02-05T12:09Z [----] followers, [----] engagements


"A good article. I've been digging at this hard for a couple days now and I would humble add a couple points. A) Only SpaceX could do this. No one else has the scale to do it B) Laser based communication mitigate the latency issue. C) If you wan to blow your mind understand the legal reifications of hosting compute at L4/L5 orbit angles https://twitter.com/i/web/status/2019395260720238855 https://twitter.com/i/web/status/2019395260720238855"  
[X Link](https://x.com/BlackScholesMan/status/2019395260720238855)  2026-02-05T12:58Z [----] followers, [---] engagements


"@DWDInvesting Not allow Russia's to use the communication network for military means"  
[X Link](https://x.com/BlackScholesMan/status/2019499801910337675)  2026-02-05T19:54Z [----] followers, [---] engagements


"Low 60's is the number I was looking at. Not saying it can't drill lower and I'm not saying buy it either I'm just thinking in terms of a negative catalyst being removed from margin selling pressure. BITCOIN EXTENDS FALL BRIEFLY DROPS BELOW $64000 LAST DOWN 11.5% AT $64328 BITCOIN EXTENDS FALL BRIEFLY DROPS BELOW $64000 LAST DOWN 11.5% AT $64328"  
[X Link](https://x.com/BlackScholesMan/status/2019515334454309180)  2026-02-05T20:55Z [----] followers, [----] engagements


"@GrumpierBTDay Agreed. $SPY & $QQQ charts all broken. May need a $VIX spike to get to end"  
[X Link](https://x.com/BlackScholesMan/status/2019517552289018253)  2026-02-05T21:04Z [----] followers, [---] engagements


"My only problem with AI is who is paying for it. Right now it's VC's coughing up the cash for this very cool capability. However in the example video how much did it really cost to generate a Linux compiler I mean all in cost: Hardware building labor etc to deliver this capability. How popular would theses services be if they had to charge for break-even costs I suspect I would be using tokens more sparingly. Then that gets to the question of how compute do they really need"  
[X Link](https://x.com/BlackScholesMan/status/2019530064816402897)  2026-02-05T21:54Z [----] followers, [----] engagements


"@nimesh3t @fundmyfund @ResearchGrizzly @VASTCNC @Vmaxpax I've seen it - and this is the only article out there on it. Which is why I flagged the letter of credit as a yellow flag on the Spaces"  
[X Link](https://x.com/BlackScholesMan/status/2019534730258256240)  2026-02-05T22:12Z [----] followers, [---] engagements


"@uncomfort_chris At best and I mean at best they were listening in on the traffic"  
[X Link](https://x.com/BlackScholesMan/status/2019536745520591188)  2026-02-05T22:20Z [----] followers, [--] engagements


"@AktienAkademie @nimesh3t @fundmyfund @ResearchGrizzly @VASTCNC @Vmaxpax Risk of this deal falling through is real. However if they came through with a large French order would we care if this contract fell by the way side Either way - we will know more this month/next and they specially didn't include the numbers in backlog"  
[X Link](https://x.com/BlackScholesMan/status/2019537701045748130)  2026-02-05T22:24Z [----] followers, [---] engagements


"@AktienAkademie @nimesh3t @fundmyfund @ResearchGrizzly @VASTCNC @Vmaxpax Yes it gives them C2 capability and opens the door to lowest possible drone engagement platform. however it will take a year or [--] before you see it"  
[X Link](https://x.com/BlackScholesMan/status/2019539756221362584)  2026-02-05T22:32Z [----] followers, [--] engagements


"Here are the cris filings on $eos.ax article on the Korean contract. They made very clear it is a conditional offer and did not include that in the company's backlog numbers. There has been exactly one article that listed that Korean company. It has yet to appear anywhere else or in any filings. We should know within the next month on who the Korean customer is. I always find it interesting these short reports happen when the market is distress. We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean"  
[X Link](https://x.com/BlackScholesMan/status/2019568309444792429)  2026-02-06T00:26Z [----] followers, [----] engagements


"Halted at the request to the company. Let's see what their counter punch is to the short report"  
[X Link](https://x.com/BlackScholesMan/status/2019581944506511475)  2026-02-06T01:20Z [----] followers, [----] engagements


"Wow I'm used to this with the small caps I invest in but Amazon AMAZON $AMZN HAS FILED FOR MIXED SHELF OFFERING; SIZE NOT DISCLOSED AMAZON $AMZN HAS FILED FOR MIXED SHELF OFFERING; SIZE NOT DISCLOSED"  
[X Link](https://x.com/BlackScholesMan/status/2019755927558119558)  2026-02-06T12:51Z [----] followers, 13.4K engagements


"@chrisbeeSA CEO didn't lie. He never said who the client was. Everything is spelled out in the fillings that no one bothers to read. https://investorhub.eos-aus.com/announcements/7328654 https://investorhub.eos-aus.com/announcements/7328654"  
[X Link](https://x.com/BlackScholesMan/status/2019784876614885603)  2026-02-06T14:46Z [----] followers, [---] engagements


"So what I have learned in the last two weeks: 1) $GOOGL & $META are actually accelerating their growth with AI Spend 2) $MSFT & $ORCL are slaves to OpenAI and at risk for it's eventual implosion 3) $AMZN is neither fish nor fowl All of them spending heavily to satisfy the AI overlords. Did I miss anything https://twitter.com/i/web/status/2019786194561704036 https://twitter.com/i/web/status/2019786194561704036"  
[X Link](https://x.com/BlackScholesMan/status/2019786194561704036)  2026-02-06T14:52Z [----] followers, [----] engagements


"@SpaceInvestor_D $RKLB bottomed when a simlar headline came through"  
[X Link](https://x.com/BlackScholesMan/status/2019798803096694785)  2026-02-06T15:42Z [----] followers, [----] engagements


"What a week Would love if the selling was over but part of feels like we never got the $VIX to a level where it needed to be for a durable rally. Also I'm always suspect of Friday face rippers. However $SPY are now back above their 20/50MA. TBD A new add this week for me was $LITE. Hope to do a write up on it and $PARRO this weekend. Recent add $IPGP is just killing it I did get gut punched by $MMS on earnings: but sometimes you just get it wrong. Have a great weekend everyone https://twitter.com/i/web/status/2019881721077145975 https://twitter.com/i/web/status/2019881721077145975"  
[X Link](https://x.com/BlackScholesMan/status/2019881721077145975)  2026-02-06T21:11Z [----] followers, [----] engagements


"I legit hate dealing with car sales people. Just had a deal fall through because they couldn't come close to what carvana & CarMax were offering. Is it even worth showing up with a trade in anymore"  
[X Link](https://x.com/BlackScholesMan/status/2020166980800503884)  2026-02-07T16:05Z [----] followers, [----] engagements


"@golfsohard actually CarMax was 3K higher then Carvana. I was shocked. Both 4-7K higher then the dealership. I was even willing to pay full price on the new-er one"  
[X Link](https://x.com/BlackScholesMan/status/2020176510796157292)  2026-02-07T16:43Z [----] followers, [---] engagements


"Earnings Feb 20: Did The Orders Convert Here's what we DON'T know yet: Those Q4 contract announcements (Oct/Nov/Dec) - did they translate into recognized revenue in Q4 Or are they sitting in backlog waiting for [----] delivery Defense procurement is SLOW. Parrot said deliveries were "expected before year-end" - not confirmed. What Feb [--] will tell us: Q4 actual revenue vs guidance. Order book visibility (200M+ long-term pipeline mentioned). FY2025 final results. [----] guidance and momentum Historical pattern: H2 [----] microdrone revenue was 2X H1. If Q4 shows strong conversion that validates the"  
[X Link](https://x.com/BlackScholesMan/status/2020179042972901514)  2026-02-07T16:53Z [----] followers, [---] engagements


"Positioned At The Center Of European Defense Spending The macro backdrop: EU rearmament accelerating DJI bans spreading (US military now expanding) Sovereign tech mandates (no Chinese components) NATO procurement cycles ramping ANAFI UKR = the beneficiary The distribution buildout: Those December partnerships across Poland Czechia Slovenia Romania = infrastructure to scale into NATO markets as defense budgets open up. Not a concept. Not vaporware. Deployed systems with a 30-year operational track record https://twitter.com/i/web/status/2020179044482883845"  
[X Link](https://x.com/BlackScholesMan/status/2020179044482883845)  2026-02-07T16:53Z [----] followers, [---] engagements


"From spaces everyone knows I am not a huge fane of group [--] drone companies. However this name has sold down enough and has an earnings catalyst ahead of it that I think it can work. Also they have first mover advantage on drones at the edge"  
[X Link](https://x.com/BlackScholesMan/status/2020179045757936086)  2026-02-07T16:53Z [----] followers, [---] engagements


"@floatpisces Yes -both carvan and CarMax were *much* higher"  
[X Link](https://x.com/BlackScholesMan/status/2020186548357198144)  2026-02-07T17:23Z [----] followers, [---] engagements


"@LilyFunds Kinda surprised - CarMax was 3k more then caravan. However both were well north of the dealership"  
[X Link](https://x.com/BlackScholesMan/status/2020187048477618497)  2026-02-07T17:25Z [----] followers, [---] engagements


"@trentkelp @realDonaldTrump Agreed. Pretty clear epestin operated a Honeypot in connection with foreign intelligence services. These sick fools were more than willing to partake"  
[X Link](https://x.com/BlackScholesMan/status/2020189540527603776)  2026-02-07T17:34Z [----] followers, [---] engagements


"When @elonmusk says he is going to do something I tend to pay attention. If you look at the reasons stated for merging SpaceX & xAI it is clear he is serious about building data centers in space. Which if you scratch enough you will see $LITE will have a big role to play"  
[X Link](https://x.com/BlackScholesMan/status/2020237485113328024)  2026-02-07T20:45Z [----] followers, [----] engagements


"Yes the company has run hard. However that doesn't mean it has to stop. SpaceX filed with the FCC to launch up to 1M satellites as orbital data centers. The filing says they'll rely "almost exclusively" on laser-based optical links"  
[X Link](https://x.com/BlackScholesMan/status/2020237488472899654)  2026-02-07T20:45Z [----] followers, [----] engagements


"$LITE makes the indium phosphide laser chips at the heart of high-speed optical communication tech that takes decades to develop. They're also NVIDIA's sole source CPO laser supplier which delivers 3.5x better power efficiency. In space where every watt is solar-powered that's not optional. https://twitter.com/i/web/status/2020237490079089038 https://twitter.com/i/web/status/2020237490079089038"  
[X Link](https://x.com/BlackScholesMan/status/2020237490079089038)  2026-02-07T20:45Z [----] followers, [----] engagements


"NVIDIA chips go to space $LITE lasers go with them. It's that simple. And the terrestrial AI business alone is already ripping 85%+ YoY revenue growth $400M+ OCS backlog CPO barely ramped. Space is pure upside on top"  
[X Link](https://x.com/BlackScholesMan/status/2020237491576639667)  2026-02-07T20:45Z [----] followers, [----] engagements


"@Xavier_Denn1 @elonmusk $mrcy can take almost anything and radiation harden it. However most of there work is focused on primes. $mchp also does some work in this area as well. However you have to remember spacx makes nearly everything it consumes"  
[X Link](https://x.com/BlackScholesMan/status/2020305414089503184)  2026-02-08T01:15Z [----] followers, [---] engagements


"@madcap_cap @elonmusk It about having a plan when the needle starts to turn"  
[X Link](https://x.com/BlackScholesMan/status/2020305973416440186)  2026-02-08T01:17Z [----] followers, [---] engagements


"Just going to leave this right here and remind everyone Elon is the richest person on earth and controls three very powerful companies"  
[X Link](https://x.com/BlackScholesMan/status/2020548848221843590)  2026-02-08T17:22Z [----] followers, [----] engagements


"@SmetriSkeptic New vertical recently closed on that was basically stated we're going to work on this project on the side and ignore it for the next year. This has two layers to it. Drone versus drone technology and C2c for command and control of a mesh network of counter drone toolset"  
[X Link](https://x.com/BlackScholesMan/status/2021046351841095786)  2026-02-10T02:19Z [----] followers, [---] engagements


"@grindingmacro Agree. Although Kawasaki is starting to creep on my list for external US plays in addition to $qq"  
[X Link](https://x.com/BlackScholesMan/status/2021187739517890978)  2026-02-10T11:41Z [----] followers, [--] engagements


"@levandovsky @KairosPraxis Maybe the encryption the Russians were using got too strong I mean that'd be the only reason for any of this to exist"  
[X Link](https://x.com/BlackScholesMan/status/2021187961451061469)  2026-02-10T11:42Z [----] followers, [--] engagements


"@Mike10947310 They have given us two clues 1) Using it for air-port security 2) Rushing to meat a deadline"  
[X Link](https://x.com/BlackScholesMan/status/2021656247880286705)  2026-02-11T18:43Z [----] followers, [---] engagements


"Mega Trends in Defense Tech into [----] Not since adoption of aircraft has the military been poised for a series of disruptions. [----] was the year of promise and I expect [----] will be the year of delivery. There are lots of ideas out there but this is what *I own* in Defense Tech into 2026🧵"  
[X Link](https://x.com/anyuser/status/2003929891696177531)  2025-12-24T20:44Z [----] followers, 546.2K engagements


"$LPTH - All G5 cameras using black-diamond by the fall"  
[X Link](https://x.com/BlackScholesMan/status/2021708543091782008)  2026-02-11T22:10Z [----] followers, [----] engagements


"The pivot is already happening: 1) Oct-Nov 2025: Acquired Caliburn UK team + long-endurance drone IP 2) Dec 2025: Secured $9M NATO training contract 3) Jan 2026: Filed $250M shelf prospectus Volatus is moving from services OEM manufacturer defense infrastructure The 265kg Caliburn platform can fly for [--] DAYS straight. That's not a drone. That's a satellite replacement"  
[X Link](https://x.com/BlackScholesMan/status/2021931716953190862)  2026-02-12T12:57Z [----] followers, [---] engagements


"My favorite thing: Catalyst stacking 1) Late Feb: First "Live Link" RCN vessel test (NATO milestone validation) 2) Apr 1: Canadian defense budget language (watch for "Sub-MALE UAS procurement") 3) June: Persistent Arctic Patrol RFP expected The next [--] days will define whether this remains a micro-cap or becomes a major defense player https://twitter.com/i/web/status/2021931723160769003 https://twitter.com/i/web/status/2021931723160769003"  
[X Link](https://x.com/BlackScholesMan/status/2021931723160769003)  2026-02-12T12:57Z [----] followers, [---] engagements


"And what is mostly green on my screen E.U. defense Germanys Defence Minister Boris Pistorius: There is nothing left in the stockpiles that can be provided to Ukraine. https://t.co/8uBvXsD55e Germanys Defence Minister Boris Pistorius: There is nothing left in the stockpiles that can be provided to Ukraine. https://t.co/8uBvXsD55e"  
[X Link](https://x.com/BlackScholesMan/status/2021976929419804836)  2026-02-12T15:57Z [----] followers, [----] engagements


"@JaguarAnalytics Also in the last two weeks $BKSY won some new international contracts. The more sat's that go up the more revenue ALL theses business get"  
[X Link](https://x.com/BlackScholesMan/status/2022059010984391104)  2026-02-12T21:23Z [----] followers, [----] engagements


"Air Force & Marines are just going to keep stringing XQ-58 along. The service said integrating third-party autonomous software is a major step on developing drones that can fly themselves alongside jets like the F-35. https://t.co/FMZAtDuRu4 The service said integrating third-party autonomous software is a major step on developing drones that can fly themselves alongside jets like the F-35. https://t.co/FMZAtDuRu4"  
[X Link](https://x.com/BlackScholesMan/status/2022080451243127016)  2026-02-12T22:48Z [----] followers, [----] engagements


"Yes - this is huge new vertical for $IRDM They have developed an alt-GPS product that works in the existing form factor of commercial/military air-craft. By using the more durable L-Band lower satellites orbit and proprietary chip design that is resistant to jamming and spoofing. This could even see it work itself down the munitions layer. Confirmation of Iridium's breakthrough unjammable unspoofable ASIC PNT Chip from today's call Rev expected +100mn annually by [----] not including the new cybersecurity applications Beta test oversubscribed Launch in June Just a note that Nordic Semi $nod is"  
[X Link](https://x.com/BlackScholesMan/status/2022088460614475846)  2026-02-12T23:20Z [----] followers, [----] engagements


"@Vmaxpax Yes - an counter uav etf @TuttleCapital Cuav"  
[X Link](https://x.com/BlackScholesMan/status/1961221181459091518)  2025-08-29T00:15Z [----] followers, [---] engagements


"11) Autonomous surface/subsurface vessels - Uncrewed maritime systems transition from prototypes to operational fleets. This an area that could see enormous growth as the Navy realizes they dont have anything. $CODA is a name I own and I am watching if Jeff can get something working at $RCAT. https://twitter.com/i/web/status/2003929907903013373 https://twitter.com/i/web/status/2003929907903013373"  
[X Link](https://x.com/BlackScholesMan/status/2003929907903013373)  2025-12-24T20:44Z [----] followers, 21.9K engagements


"$EXA - Yes startups do exist in the E.U. The European underwater drone champion nobody's talks about"  
[X Link](https://x.com/BlackScholesMan/status/2007174501105336404)  2026-01-02T19:37Z [----] followers, 10.9K engagements


"$TKMS This is actually a new name that I just opened last week. This is the E.U. equivalent of $HII but at 1/3 of the price. Recently spun off it's starting to go on an acquisition streak to gain scale. This name has pure beta to E.U. rearmament naval capabilities"  
[X Link](https://x.com/BlackScholesMan/status/2010007286589382912)  2026-01-10T15:14Z [----] followers, [----] engagements


"$EXA This got an interesting (to me) contract this week for putting actual armaments on a sea drone. Up to this point it has been mostly ISR capabilities but this could unlock a new growth vertical. In addition they are also a player in the Q-Nav space"  
[X Link](https://x.com/BlackScholesMan/status/2010007290259329198)  2026-01-10T15:14Z [----] followers, [----] engagements


"@2ndmou5 @Mike10947310 $EOS.AX $EXA $QQ are my top three"  
[X Link](https://x.com/BlackScholesMan/status/2012959133247353032)  2026-01-18T18:43Z [----] followers, [---] engagements


"@Vmaxpax @beach_trades and I wonder who would power them at such cold temperatures https://x.com/BlackScholesMan/status/2014793410620563823 https://x.com/BlackScholesMan/status/2014793410620563823"  
[X Link](https://x.com/BlackScholesMan/status/2015902358924931517)  2026-01-26T21:39Z [----] followers, [---] engagements


"$QQ & $LASR The DragonFire laser weapon may be deployed across a wider range of warships than previously confirmed. Click image for more. https://t.co/myAbggUzdD The DragonFire laser weapon may be deployed across a wider range of warships than previously confirmed. Click image for more. https://t.co/myAbggUzdD"  
[X Link](https://x.com/BlackScholesMan/status/2016578586119958735)  2026-01-28T18:26Z [----] followers, [----] engagements


"Nowhere to hide today The whole day felt like forced selling with the small/mid-cap taking the brunt of it. I am somewhat shocked the $SPY stayed above the 50MA so there is hope but many charts busted. February is usually a weak month so I'm not expecting a repeat of January performance. We are tentatively planning a Spaces this Sunday at [--] PM EST to talk stocks I hope everyone is getting through the extreme weather we have been having. Have a great weekend everyone"  
[X Link](https://x.com/BlackScholesMan/status/2017342071619932305)  2026-01-30T21:00Z [----] followers, [----] engagements


"@AktienAkademie $DPRO $LPTH and $MOB are the extent of my current drone holdings. I recently added $MOB back and got a down 25% in two days: NOT pleased"  
[X Link](https://x.com/BlackScholesMan/status/2017364427020906948)  2026-01-30T22:28Z [----] followers, [---] engagements


"Also I've spent all day on this. There is maybe one or two plays on this. SpaceX & xAI have nearly everything need except hardened GPU. They can make the cooling systems power systems control systems laser communication systems already. The company has nearly everything it needs to do this. What we just learned: AGI development is moving to space (within 5-10 years) A private company is building Kardashev II infrastructure (not governments) The timeline is 10-20 years not 50-100 years Musk has the resources and commitment to do it The first sovereign What we just learned: AGI development is"  
[X Link](https://x.com/BlackScholesMan/status/2018459060505387301)  2026-02-02T22:58Z [----] followers, 17.4K engagements


"This level of dependency on starlink is absolutely unbelievable. That it even got to this level show how asleep at the switch our government is. Mass reports of Russian operations paralyzed at the front in the aftermath of losing Starlink. "Command and control of troops at the front is virtually paralyzed. According to reports from the field assault operations have been suspended and the unit command and control https://t.co/pKHNiAd1sf Mass reports of Russian operations paralyzed at the front in the aftermath of losing Starlink. "Command and control of troops at the front is virtually"  
[X Link](https://x.com/BlackScholesMan/status/2019470872063394170)  2026-02-05T17:59Z [----] followers, 19.7K engagements


"$KWHIY - Always hard to buy on the brake out even when part of you says that is exactly what you should do. Worked out last time on $LITE.hmmmm"  
[X Link](https://x.com/BlackScholesMan/status/2020887673972392431)  2026-02-09T15:49Z [----] followers, [----] engagements


"I find it interesting that we are nearly [---] weeks after $AVAV was issued a stop work order.and it still hasn't been lifted"  
[X Link](https://x.com/BlackScholesMan/status/2021286901542436990)  2026-02-10T18:15Z [----] followers, [----] engagements


"For those not aware"  
[X Link](https://x.com/BlackScholesMan/status/2021290681826763157)  2026-02-10T18:30Z [----] followers, [----] engagements


"@BussinBiotech $SWBI - because of the coming crime waves and unemployment riots"  
[X Link](https://x.com/BlackScholesMan/status/2021304093944230283)  2026-02-10T19:23Z [----] followers, [---] engagements


"@BussinBiotech Makes perfect sense if you accept the ADP is the correct high frequency bench mark for what is going on in the labor market"  
[X Link](https://x.com/BlackScholesMan/status/2021322440912105851)  2026-02-10T20:36Z [----] followers, [---] engagements


"$F - even without the impairment charge the company was cash flow negative. As long as tariff man is around theses are un-investable names"  
[X Link](https://x.com/BlackScholesMan/status/2021340568182538708)  2026-02-10T21:48Z [----] followers, [----] engagements


"@Vmaxpax @blissfltht Radar stations beyond Greenland. Currently they manage those facilities"  
[X Link](https://x.com/BlackScholesMan/status/2021373016286875796)  2026-02-10T23:57Z [----] followers, [---] engagements


"@beach_trades I strongly dislike managment"  
[X Link](https://x.com/BlackScholesMan/status/2022038614075748589)  2026-02-12T20:02Z [----] followers, [---] engagements


"I've been a table pounder on $eos.ax for a long time. I just did a sizable trim. Still in the name in size but the vagueness around this Korean partner has me concerned. The fact they needed a bank deal to close the deal and $eos.ax didn't even want to include it in the backlog was the nail in the⚰. As someone else noted in this thread below the new Korean customer needs to get a letter of credit to move forward. That all but assures Hanwan is *not* the customer I was hoping for. It also explains why they chose not to add this customer to the backlog As someone else noted in this thread below"  
[X Link](https://x.com/BlackScholesMan/status/2015960787794174171)  2026-01-27T01:31Z [----] followers, [----] engagements


"I'm in trouble with the wife 😂"  
[X Link](https://x.com/BlackScholesMan/status/2019098346452078766)  2026-02-04T17:18Z [----] followers, [----] engagements


"$EOS.AX - As I suspected. However I accept their reasons why they reported the contract the way the did and they were carful not to include it in backlog. Stock has already come in quite a bit from ATH. If I had free cash I would buy here. Definitely not a seller. I've been a table pounder on $eos.ax for a long time. I just did a sizable trim. Still in the name in size but the vagueness around this Korean partner has me concerned. The fact they needed a bank deal to close the deal and $eos.ax didn't even want to include it in the backlog I've been a table pounder on $eos.ax for a long time. I"  
[X Link](https://x.com/BlackScholesMan/status/2021029401635455218)  2026-02-10T01:12Z [----] followers, [----] engagements


"@blissfltht @Vmaxpax Assuming the get more radar surveillance stations"  
[X Link](https://x.com/BlackScholesMan/status/2021362199554556347)  2026-02-10T23:14Z [----] followers, [---] engagements


"@everytimeicash $ipgp is the building blocks of all lasers systems. You get an industrial play on top of that"  
[X Link](https://x.com/BlackScholesMan/status/2021399902388211916)  2026-02-11T01:44Z [----] followers, [---] engagements


"@Benjami67298432 @ascharya108 and still unknown from the fiber laser component linkage"  
[X Link](https://x.com/BlackScholesMan/status/2022097798855029221)  2026-02-12T23:57Z [----] followers, [--] engagements


"$TOST - All the way back to "liberation day" lows"  
[X Link](https://x.com/BlackScholesMan/status/2018762354314608958)  2026-02-03T19:03Z [----] followers, [----] engagements


"To my $evlv peps: what the heck is going on with the stock It's been in a drawdown for almost six months now"  
[X Link](https://x.com/BlackScholesMan/status/2018847636422578578)  2026-02-04T00:42Z [----] followers, [----] engagements


"1) Know what you own and why 2) Own what you own in commons. Options are for quick beta smash/grabs and warrants are a different animal that have there place 3) Cash - never margin I went through each name I own and I asked myself is the thesis still valid Only trimmed $ENS because earnings are tonight. https://twitter.com/i/web/status/2019134829602754993 https://twitter.com/i/web/status/2019134829602754993"  
[X Link](https://x.com/BlackScholesMan/status/2019134829602754993)  2026-02-04T19:43Z [----] followers, [----] engagements


"Another hit to the ag economy. Less cattle ranchers = lower grain prices = smaller ag economy. Given where prices are at it's only monopolistic power that keeps $CF price where it is at. BREAKING: President Trump has just signed an Executive Order that quadruples beef imports into the United States from Argentina. This is HUGE https://t.co/Y9utfJMvyV BREAKING: President Trump has just signed an Executive Order that quadruples beef imports into the United States from Argentina. This is HUGE https://t.co/Y9utfJMvyV"  
[X Link](https://x.com/BlackScholesMan/status/2020833353482764511)  2026-02-09T12:13Z [----] followers, [----] engagements


"$FLT.V & $TAKOF - Canada's Arctic Defense Infrastructure Play The market sees a drone training company. We see Canada's answer to Arctic sovereignty & $ONDS partnership with catalyst stacking. Here's why the April [--] budget could be a game-changer for @DroneDeliveryCa 🧵"  
[X Link](https://x.com/BlackScholesMan/status/2021931713778114949)  2026-02-12T12:57Z [----] followers, [----] engagements


"$MOB from red to green today in a blood red tape on defense tech"  
[X Link](https://x.com/BlackScholesMan/status/2021668237952659557)  2026-02-11T19:30Z [----] followers, [----] engagements


"$LPTH - Anyone see a trend here Expanding margins as they begin to scale"  
[X Link](https://x.com/BlackScholesMan/status/2021698583108415681)  2026-02-11T21:31Z [----] followers, [----] engagements


"Even the AI get's how bullish this report is: Strong Bullish. The inflection point is confirmed. Revenue growth is accelerating margins are expanding and the massive backlog provides unprecedented visibility. The GAAP loss is a 'quality problem' (earnout success) and the balance sheet is now flush with cash to execute. $LPTH Q2 [----] earnings: Transformation Validated: Revenue Doubles Backlog Nears $100M LightPath is no longer just a component maker; it has successfully pivoted to a high-value systems provider. Q2 revenue exploded 120% YoY to $16.4M driven by a staggering 741% increase in the"  
[X Link](https://x.com/BlackScholesMan/status/2021699994328134053)  2026-02-11T21:36Z [----] followers, [----] engagements


"April [--] [----] is the catalyst: $9.2B defense budget top-up (hitting 2% NATO target) $6.6B "Buy Canada" repatriation mandate 75% of Canadian defense spending currently leaves the country Current pipeline: 1) Persistent Arctic Patrol: $150-250M (24-36 aircraft) 2) @OndasNetworks Border Program: $1.5B+ (manufacturing & training partner) 3) NATO expansion opportunities across Arctic allies Volatus is the ONLY domestic Arctic UAS OEM ready to capture this spending"  
[X Link](https://x.com/BlackScholesMan/status/2021931720153378826)  2026-02-12T12:57Z [----] followers, [---] engagements


"CURRENT: $355M market cap trading at 10.5x P/S as a "services company" AFTER infrastructure pivot: $60-100M+ recurring ISS revenue potential 40-45% infrastructure margins 20-year government contracts (Digital Twin lock-in) Defense infrastructure trades at 15-20x multiples. Target: $1.1B - $2B market cap by 2027-2028 At CA$0.53 you're getting Canada's Arctic defense play at service company valuations. https://twitter.com/i/web/status/2021931721726345252 https://twitter.com/i/web/status/2021931721726345252"  
[X Link](https://x.com/BlackScholesMan/status/2021931721726345252)  2026-02-12T12:57Z [----] followers, [---] engagements


"@livermore1923 We will get a nice squeeze tomorrow. Shorts like to book profit ahead of the weekend"  
[X Link](https://x.com/BlackScholesMan/status/2022043283724414999)  2026-02-12T20:21Z [----] followers, [---] engagements


"West would be better served to help Ukraine scale up this system vs endless numbers of PAC-3's Launches of six FP-5 "Flamingo" cruise missiles from the 117th GRU arsenal in the Volgograd region. https://t.co/252haPAAHE Launches of six FP-5 "Flamingo" cruise missiles from the 117th GRU arsenal in the Volgograd region. https://t.co/252haPAAHE"  
[X Link](https://x.com/BlackScholesMan/status/2022081760998428793)  2026-02-12T22:53Z [----] followers, [----] engagements


"Well - on the plus side at least we know they are testing lasers for potential base security. Not sure why $AVAV is down 10% considering one of there systems was spotted in the area Wednesday mornings brief airspace closure over the Western Texas border city of El Paso stemmed from disagreements between the Federal Aviation Administration (FAA) and Pentagon officials over drone-related tests multiple sources close to the matter told CBS News. The https://t.co/xYZ3p2KvoP Wednesday mornings brief airspace closure over the Western Texas border city of El Paso stemmed from disagreements between"  
[X Link](https://x.com/BlackScholesMan/status/2021652389078741358)  2026-02-11T18:27Z [----] followers, [----] engagements


"Opened a small position back in $AVAV here. Looks interesting if it can hold the area on the chart. Also the fact the military is A) Testing DE B) Testing in such a speed it got tired of dealing with FAA paperwork C) Specifically tying it base security D) There system was physical pictured in the area of testing. https://twitter.com/i/web/status/2021683645141176646 https://twitter.com/i/web/status/2021683645141176646"  
[X Link](https://x.com/BlackScholesMan/status/2021683645141176646)  2026-02-11T20:31Z [----] followers, [----] engagements


"$LPTH - Misses was accounting noise from G5 earnouts. Ignore the spam on a "miss" 120% top line growth with 37% gross margins"  
[X Link](https://x.com/BlackScholesMan/status/2021696091280793842)  2026-02-11T21:21Z [----] followers, [----] engagements


"$LPTH - We all on here talking about U.S. growth.meanwhile in the E.U"  
[X Link](https://x.com/BlackScholesMan/status/2021714745271996521)  2026-02-11T22:35Z [----] followers, [----] engagements


"$ASTS - They diluted me at [---] [----] [----] (this was the hard one ) [-----] [-----] [---] and today [-----]. Its never fun to see the "red" on an offering day but historically ASTS offerings have been the primary catalysts for the next leg of their satellite deployment. In Abel I trust https://twitter.com/i/web/status/2021720762059559130 https://twitter.com/i/web/status/2021720762059559130"  
[X Link](https://x.com/BlackScholesMan/status/2021720762059559130)  2026-02-11T22:59Z [----] followers, 27.9K engagements


"$ALMU - only take one large order in photonics. Just recently hired the ex-$LITE guy. Probably the most optimistic I have heard the CEO on the CC then the last three"  
[X Link](https://x.com/BlackScholesMan/status/2021728993985060992)  2026-02-11T23:32Z [----] followers, [----] engagements


"Why this matters for Canada's Arctic: 1) Traditional drones fail at -50C 2) Satellites have coverage gaps 3) Manned aircraft cost $3500+/hr to operate Volatus solved this: 1) VoltaXplore graphene batteries (Canadian-made cold-rated) 2) AeriePort automated docking for remote deployment 3) NATO Link 16/22 integration (talks directly to F-35s and destroyers and allows sales into other NATO partners) Operating cost: $250-500/hr. https://twitter.com/i/web/status/2021931718496649593 https://twitter.com/i/web/status/2021931718496649593"  
[X Link](https://x.com/BlackScholesMan/status/2021931718496649593)  2026-02-12T12:57Z [----] followers, [---] engagements


"@Schizointel It's a production bottleneck. No one moved with the speed needed when Russia clearly started to gear up for a longer fight"  
[X Link](https://x.com/BlackScholesMan/status/2022069332269007177)  2026-02-12T22:04Z [----] followers, [---] engagements


"Next level of proliferation. Skip an air force entirely France Germany explore new ballistic missile ArianeGroup says https://t.co/0tKCotucgQ https://t.co/0tKCotucgQ France Germany explore new ballistic missile ArianeGroup says https://t.co/0tKCotucgQ https://t.co/0tKCotucgQ"  
[X Link](https://x.com/BlackScholesMan/status/2022277117203878379)  2026-02-13T11:50Z [----] followers, [----] engagements


"The only DoDIN-certified open video system trading at 1x sales $HAI.TO - Haivision is the hidden infrastructure play behind mission-critical video for defense broadcast & enterprise. Here's why this micro-cap matters: 🧵"  
[X Link](https://x.com/BlackScholesMan/status/2022338172777304407)  2026-02-13T15:52Z [----] followers, [---] engagements


"Haivision pioneered & open-sourced SRT (Secure Reliable Transport) in 2017winning an Emmy in [----] The paradox Open source became the moat: 600+ alliance members (Microsoft AWS Google NVIDIA Sony) Industry standard lock-in 20-year head start on ultra-low latency 128/256 bit AES encryption Best quality over worst networks https://twitter.com/i/web/status/2022338175914369238 https://twitter.com/i/web/status/2022338175914369238"  
[X Link](https://x.com/BlackScholesMan/status/2022338175914369238)  2026-02-13T15:52Z [----] followers, [--] engagements


"Haivision Media Platform = ONLY open video system on DoD's Approved Product List (DoDIN APL) Deployed across: Army Navy Marines Air Force Special Ops UAVs ships combat visualization COICs Joint Ops Centers War Rooms Years of JITC evaluation = massive barrier to entry C$82M Navy contract is just the beginning https://twitter.com/i/web/status/2022338177814425649 https://twitter.com/i/web/status/2022338177814425649"  
[X Link](https://x.com/BlackScholesMan/status/2022338177814425649)  2026-02-13T15:52Z [----] followers, [--] engagements


"Defense & Gov (33%): DoD Navy contract real-time crime centers emergency ops Fastest growing segment: Broadcast & Media (33%): ESPN CNN Olympics live sports "Most cool & exciting part"live events driving ad revenue Enterprise (33%): Microsoft Meta Akamai 200k+ edge devices Banks utilities cybersecurity control rooms https://twitter.com/i/web/status/2022338180259721679 https://twitter.com/i/web/status/2022338180259721679"  
[X Link](https://x.com/BlackScholesMan/status/2022338180259721679)  2026-02-13T15:52Z [----] followers, [---] engagements

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