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

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

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

- X Week XXXXXX +16%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +201%
- X Year XXXXXXXXX +211%

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

- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +211%
- X Year XXXXX +192%

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

- X Week XXXXX +1.40%
- X Month XXXXX +3%
- X Months XXXXX +153%
- X Year XXXXX +248%

### CreatorRank: XXXXXXX [#](/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**
[finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[ndaa](/topic/ndaa) #33, [$qqlse](/topic/$qqlse) #1, [$lycax](/topic/$lycax) #20, [$onds](/topic/$onds) #177, [$dpro](/topic/$dpro) #2, [$mms](/topic/$mms) 4.23%, [mms](/topic/mms) 4.23%, [$cvu](/topic/$cvu) 4.23%, [$lpth](/topic/$lpth) #4, [$eosax](/topic/$eosax) #1

**Top accounts mentioned or mentioned by**
[@vmaxpax](/creator/undefined) [@fundmyfund](/creator/undefined) [@pennycheck](/creator/undefined) [@grumpierbtday](/creator/undefined) [@floatpisces](/creator/undefined) [@justinryu10](/creator/undefined) [@swedenukr](/creator/undefined) [@jayapted](/creator/undefined) [@bussinbiotech](/creator/undefined) [@leanstartupsyd](/creator/undefined) [@hansmast](/creator/undefined) [@beachdudeca](/creator/undefined) [@ceoondas](/creator/undefined) [@beachtrades](/creator/undefined) [@cryptogsmiley](/creator/undefined) [@archaictriad](/creator/undefined) [@growth1956](/creator/undefined) [@jeffgabel](/creator/undefined) [@vastcnc](/creator/undefined) [@asymmetricfocus](/creator/undefined)

**Top assets mentioned**
[Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Minimals (MMS)](/topic/$mms) [Moog Inc. (MOG.A)](/topic/$moga) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Elbit Systems Ltd (ESLT)](/topic/$eslt) [General Dynamics Corporation (GD)](/topic/$gd) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Oshkosh Corp. (OSK)](/topic/$osk) [Dell Technologies, Inc. (DELL)](/topic/dell) [Accenture (ACN)](/topic/accenture) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Viasat Inc (VSAT)](/topic/$vsat) [Mercury Systems Inc. (MRCY)](/topic/$mrcy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Park Aerospace Corp. Common Stock (PKE)](/topic/$pke) [SPX Corporation (SPXC)](/topic/$spxc) [Bitcoin (BTC)](/topic/$btc) [MobileCoin (MOB)](/topic/$mob) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [Palantir (PLTR)](/topic/$pltr) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [QQCoin (QQ)](/topic/$qq) [Raytheon Technologies Corp (RTX)](/topic/$rtx)
### Top Social Posts
Top posts by engagements in the last XX hours

"In addition to $lyc.ax I also grabbed some $asm.ax as well. They are not as richly valued and actually refine a highly specific product that only china produces for batteries. They are not quite full scale production yet in Korea but again: the more capital thrown at it the faster they can ramp vs peers"  
[X Link](https://x.com/BlackScholesMan/status/1977528706139590801)  2025-10-13T00:15Z 3579 followers, 6519 engagements


"$lyc.ax just announced they're becoming the only Western supplier of defense-critical heavy rare earths (samarium gadolinium etc.) in X months. Everyone else needs more time to scale up. The deal with Malaysia is fairly significant imo with its speed to market"  
[X Link](https://x.com/BlackScholesMan/status/1983313073030242547)  2025-10-28T23:20Z 3579 followers, 1727 engagements


"@hansmast $lyc.ax and $asm.ax if you're a gambling man. They have multiple applications in the works with the US government. My focus in rare earths has been on companies that can x4 production immediately if given more capital"  
[X Link](https://x.com/BlackScholesMan/status/1996749951066337502)  2025-12-05T01:14Z 3577 followers, XXX 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 3579 followers, 5649 engagements


"This bullish $pke and $mog/a as s1 suppliers into the complex and $avio eventually when they get there plant built"  
[X Link](https://x.com/BlackScholesMan/status/1998199366180569573)  2025-12-09T01:13Z 3579 followers, 1175 engagements


"Best defense against drone swarms is highly effective EW. The drones have to send an incredible amount of information back and forth with each other on positioning etc. In this space I like $DRO.AX & $SPXC on there EW capabilities"  
[X Link](https://x.com/BlackScholesMan/status/1968016130007802058)  2025-09-16T18:16Z 3575 followers, 2412 engagements


"$QQ.LSE - Eventually.probably.hopefully ;-)"  
[X Link](https://x.com/BlackScholesMan/status/1981858941643723121)  2025-10-24T23:02Z 3575 followers, 1587 engagements


"I am mostly in the S1 suppliers to the drone eco system however I do have a small position in $DPRO and the main reason is.MC of 177M vs billion plus of the others in the space. Also $ONDS has a nice reaction to earrings today so I think the sector can catch a breather today. We will see"  
[X Link](https://x.com/BlackScholesMan/status/1988957989902913720)  2025-11-13T13:11Z 3573 followers, 3559 engagements


"$MMS expanded upon opportunities in slide deck related to SNAP benefits work requirements:"  
[X Link](https://x.com/BlackScholesMan/status/1991485744347853071)  2025-11-20T12:36Z 3573 followers, XXX engagements


"$QQ.LSE - surprised the name isn't moving more on this as this could be a big deal"  
[X Link](https://x.com/BlackScholesMan/status/1991490226867564829)  2025-11-20T12:54Z 3575 followers, 1482 engagements


"$CVU - stacking contract wins. These awards are bigger then the company MC. Something gotta give"  
[X Link](https://x.com/BlackScholesMan/status/1991518300472332763)  2025-11-20T14:45Z 3576 followers, 2683 engagements


"$MMS from the call: "We think this work rule requirement for SNAP represents the biggest opportunity since the affordable care act." Mic drop and then call was ended"  
[X Link](https://x.com/BlackScholesMan/status/1991520590713479389)  2025-11-20T14:54Z 3573 followers, XXX engagements


"I don't even own $BTC and my portfolio took a hit this week on its crash. I was very impressed with $MMS this week and how it's been racking up the contract wins and is poised to benefit from the SNAP/Medicare disaster next year. Also $MOG/A had great earnings today with strong growth. If tariffs get rolled back by SCOTUS they will be a clear winner on input costs reduction. $CVU stacked up another contract win with $RTX. Would love to know what the "classified" project is about With the A-10 program in the rearview mirror they have a blank page to charter a new course with an absurdly low"  
[X Link](https://x.com/BlackScholesMan/status/1991977055265648708)  2025-11-21T21:08Z 3573 followers, 1016 engagements


"Sudden X% move on $MOB seems.suspect"  
[X Link](https://x.com/BlackScholesMan/status/1993412340335682047)  2025-11-25T20:11Z 3575 followers, 1078 engagements


"$QQ.LSE - One day.probably. My take: "UK scientists and technicians" - repeatedly mentioned in official statements. Who else has the drone expertise in UK "UK expertise in robotics and advanced manufacturing" - Healey's exact words That's literally QinetiQ's core business Ukrspecsystems is at Mildenhall (confirmed moved in September)35 miles from QinetiQ Cambridge HQ Production timeline compressed - "within weeks" from Oct XX. Suggests infrastructure/partners already in place "British defense firms to rapidly design and build" (plural). Not just Ukrspecsystems alone"  
[X Link](https://x.com/BlackScholesMan/status/1994077000101667280)  2025-11-27T16:12Z 3575 followers, 3706 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 3573 followers, 1685 engagements


"@fundmyfund Nice write and appreciate the honesty. I've personally avoided $RCAT as the guide down was extremely telegraphed. Think $DPRO takes the poll position and $LPTH is a long term compounder. Own $AMPX on the dip too.see what Dec brings for it"  
[X Link](https://x.com/BlackScholesMan/status/1994478162328146237)  2025-11-28T18:47Z 3573 followers, 1126 engagements


"$BKSY mixed shelf registration got lost in my inbox from Wednesday. If they use shelf proceeds to fund X sats/quarter vs X today: End 2026: 16-17 satellites End 2027: 28-30 satellites Revenue run rate: $500-600M by late 2027. My model assumes 20M per satellite annually"  
[X Link](https://x.com/BlackScholesMan/status/1994535605930439000)  2025-11-28T22:35Z 3575 followers, 1404 engagements


"$LASR - Dec XX IOC = first production delivery. Expect serial production ramp through CY26/27 for nationwide Israeli deployment. High-margin defense revenue should drive path to profitability. They have been vague about it on the earnings calls from an NDA perspective. Stock trades down X% because of sh** coin's tape"  
[X Link](https://x.com/BlackScholesMan/status/1995562789369254363)  2025-12-01T18:36Z 3575 followers, 2943 engagements


"@pennycheck Flatter of $LASR at the 23:00 mark"  
[X Link](https://x.com/BlackScholesMan/status/1995838344279023859)  2025-12-02T12:51Z 3574 followers, XXX engagements


"SHIELD AKA Golden Dome"  
[X Link](https://x.com/BlackScholesMan/status/1996310572581663163)  2025-12-03T20:08Z 3576 followers, 2633 engagements


"First iteration of the drone rally was built on hype of orders in September/October time-frame. The next rally will be built on contract awards. Ergo $ONDS today. It is my belief the same will also play out but in a much more powerful way for $EOS.AX. In October we had drone siting over the E.U. drive the stock higher to only crater afterwards. If the CEO was truthful & accurate in his London video on contracts forthcoming"  
[X Link](https://x.com/BlackScholesMan/status/1996327832188817807)  2025-12-03T21:16Z 3574 followers, 1848 engagements


"In drone land today"  
[X Link](https://x.com/BlackScholesMan/status/1996689570956558811)  2025-12-04T21:14Z 3575 followers, 1184 engagements


"Most nations are at step 2/3. I am position for step X. Look at my pinned tweet to understand the investment thesis"  
[X Link](https://x.com/BlackScholesMan/status/1996932374668415258)  2025-12-05T13:19Z 3573 followers, 1286 engagements


"@sweden_ukr @ArchaicTriad @Vmaxpax I use IBKR as well. Love it"  
[X Link](https://x.com/BlackScholesMan/status/1997766789883654487)  2025-12-07T20:34Z 3575 followers, XX engagements


"Very unusual way to raise capital for $AMPG. Here are the terms of the offering: Each right allows the purchase of one unit at $XXXX with up to X million units available. Each unit contains one share of common stock one Series A right (exercisable at $XXXX expiring July XX 2026) and one Series B right (exercisable at $XXXX expiring November XX 2026). The Series Rights are transferable but not listed on any exchange just like the subscription rights. If fully exercised (including both series) up to XX million new shares could be issued"  
[X Link](https://x.com/BlackScholesMan/status/1983865404834435145)  2025-10-30T11:55Z 3579 followers, 3179 engagements


"Great week for $ONDS on contract win $DPRO was flat but I think it will be part of this Army initiative in a big way. $LPTH had a great week and is getting the love it deserves. I expect this theme to continue working in FY26 as we move from concepts to deliverables. Took the L on at X $CODI but it happens. At any rate have a great weekend everyone"  
[X Link](https://x.com/BlackScholesMan/status/1997049612113252655)  2025-12-05T21:05Z 3574 followers, 2074 engagements


"Because that is all the recent NDAA funding outline gave them on C-UAS Marines got $253M total (after cuts) vs Army's $306M just for dedicated C-SUAS. Enough $ to buy some practice shotgun ammo"  
[X Link](https://x.com/BlackScholesMan/status/1998197793215967601)  2025-12-09T01:07Z 3579 followers, 1005 engagements


"Did someone listened to me @Vmaxpax & @sweden_ukr Space on $EOS.AX"  
[X Link](https://x.com/BlackScholesMan/status/1998542637142319425)  2025-12-09T23:57Z 3579 followers, 1434 engagements


"Going through ndaa and patriot investment thesis is validated. Section XXX explicitly authorizes 7-year multiyear contracts for PAC-3 MSE This means: Suppliers get revenue certainty through 2032 Justifies capital investment in new production capacity Enables long-term supply agreements Protects against annual budget volatility"  
[X Link](https://x.com/BlackScholesMan/status/1998198969415942468)  2025-12-09T01:12Z 3579 followers, 1380 engagements


"@JayApted @growth1956 Still in it. If wasn't for insider selling it would be much higher"  
[X Link](https://x.com/BlackScholesMan/status/1998506333994193082)  2025-12-09T21:33Z 3579 followers, XX engagements


"@JeffGabel Can $pltr weld and work in cramped dangerous environments That is XX% of the problem. The other XX% is just not settling on a serialize design"  
[X Link](https://x.com/BlackScholesMan/status/1998561995453346275)  2025-12-10T01:14Z 3579 followers, XXX engagements


"$tdy - and the drone spend is just getting started"  
[X Link](https://x.com/BlackScholesMan/status/1980962814073159909)  2025-10-22T11:41Z 3575 followers, 1280 engagements


"@pennycheck and $QQ.lse is getting ready to scale to mass on incorporating dragon fire on warships"  
[X Link](https://x.com/BlackScholesMan/status/1993388260073390090)  2025-11-25T18:36Z 3577 followers, XXX engagements


"@pennycheck And I thought I knew everything about $QQ I listened to the call twice and missed that connection. You are the 🐐"  
[X Link](https://x.com/BlackScholesMan/status/1993420313191989701)  2025-11-25T20:43Z 3577 followers, XXX engagements


"$EOS.AX - new capability they are shopping on there Apollo system"  
[X Link](https://x.com/BlackScholesMan/status/1995628023404790225)  2025-12-01T22:56Z 3579 followers, 3071 engagements


"Out of $CODI for a sizable loss. Lugano being a complete zero was not my base case. Now this becomes a complex turn around story with debt holders involved. They probably get it all figured out: But I would rather harvest the tax loss and watch the rest of the story on CNBC"  
[X Link](https://x.com/BlackScholesMan/status/1996960180550967452)  2025-12-05T15:09Z 3576 followers, 6363 engagements


"$CVU Strength all day on volume with no outside of the new CFO. I strongly suspect but cannot prove they are working on specialized control surfaces on hyper-sonic missiles with $RTX. There was alot of money in the NDAA for hyper-sonics"  
[X Link](https://x.com/BlackScholesMan/status/1998528977133253068)  2025-12-09T23:03Z 3579 followers, XXX engagements


"Also buried in the NDAA:"  
[X Link](https://x.com/BlackScholesMan/status/1998529968046051660)  2025-12-09T23:07Z 3579 followers, 1129 engagements


"Subtle but important power shift in the NDAA: "NO component of the Department of Defense may procure a counter-sUAS system unless such system: Has been validated and approved by the Task Force Is included on the approved list" So therefore my focus narrows to testing results"  
[X Link](https://x.com/BlackScholesMan/status/1998537429569958307)  2025-12-09T23:37Z 3579 followers, XXX engagements


"@VASTCNC @BussinBiotech @fundmyfund Portions of the ndaa were written for $lpth"  
[X Link](https://x.com/BlackScholesMan/status/1998562959941861824)  2025-12-10T01:18Z 3579 followers, XXX engagements