#  @BussinBiotech Bussin Science Investor Bussin Science Investor posts on X about $optx, $lpth, in the, $ssys the most. They currently have [-----] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1848303318373986305/interactions)  - [--] Week [------] +104% - [--] Month [-------] +61% - [--] Months [-------] -52% - [--] Year [---------] -83% ### Mentions: [--] [#](/creator/twitter::1848303318373986305/posts_active)  - [--] Week [--] -26% - [--] Month [---] -43% - [--] Months [---] +380% - [--] Year [---] +1,179% ### Followers: [-----] [#](/creator/twitter::1848303318373986305/followers)  - [--] Week [-----] +4% - [--] Month [-----] +96% - [--] Months [-----] +711% - [--] Year [-----] +3,510% ### CreatorRank: [-------] [#](/creator/twitter::1848303318373986305/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 71.43% [stocks](/list/stocks) 28.57% [cryptocurrencies](/list/cryptocurrencies) 14.29% [technology brands](/list/technology-brands) 6.35% [countries](/list/countries) 4.76% [automotive brands](/list/automotive-brands) 1.59% [celebrities](/list/celebrities) 1.59% **Social topic influence** [$optx](/topic/$optx) #1, [$lpth](/topic/$lpth) #6, [in the](/topic/in-the) 9.52%, [$ssys](/topic/$ssys) #2, [$velo](/topic/$velo) #49, [$ddd](/topic/$ddd) #2, [$ati](/topic/$ati) #27, [ai](/topic/ai) 7.94%, [level](/topic/level) #2796, [$rtx](/topic/$rtx) #151 **Top accounts mentioned or mentioned by** [@blackscholesman](/creator/undefined) [@vmaxpax](/creator/undefined) [@vastcnc](/creator/undefined) [@investor7093410](/creator/undefined) [@madcap_cap](/creator/undefined) [@madcapcap](/creator/undefined) [@0xaya1](/creator/undefined) [@qthomp](/creator/undefined) [@advoking](/creator/undefined) [@fundmyfund](/creator/undefined) [@tedwilliams1930](/creator/undefined) [@moxieland](/creator/undefined) [@kevinuranium3o8](/creator/undefined) [@alphawolftrding](/creator/undefined) [@markdow](/creator/undefined) [@maxonwifi](/creator/undefined) [@amaymd](/creator/undefined) [@kingtutcap](/creator/undefined) [@dan101242](/creator/undefined) [@fugaziresearch](/creator/undefined) **Top assets mentioned** [Velo (VELO)](/topic/$velo) [3D Systems Corp (DDD)](/topic/$ddd) [Allegheny Technologies (ATI)](/topic/$ati) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Muhdo Hub (DNA)](/topic/$dna) [Carpenter Technology Corp (CRS)](/topic/$crs) [Valneva SE (VALN)](/topic/$valn) [Maris Tech Ltd. (MTEK)](/topic/$mtek) [Limitus (LMT)](/topic/$lmt) [Adlai Nortye Ltd (ANL)](/topic/$anl) [Public Storage (PSA)](/topic/$psa) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Amphenol Corporation (APH)](/topic/amphenol) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Redwire Corporation (RDW)](/topic/$rdw) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [MKS Instruments Inc (MKSI)](/topic/$mksi) ### Top Social Posts Top posts by engagements in the last [--] hours "Buying $VALN dips. China chikungunya news cycle still early; will likely get news about govts stockpiling IXCHIQ in coming months. Also helps that $BVNRY no longer a retail parking spot after recent BO and we likely get a slow run-up into the VLA15 Lyme disease readout in Q4" [X Link](https://x.com/BussinBiotech/status/1955995942034800662) 2025-08-14T14:12Z [----] followers, [---] engagements "@madcap_cap Yeah I was initially feeling good on my $OPTX pick for potential M&A but given Sams commentary on investing software I think @BlackScholesMan is right that $MTEK is the likely next M&A target" [X Link](https://x.com/BussinBiotech/status/2007941557442277660) 2026-01-04T22:25Z [----] followers, [---] engagements "$SSYS $VELO $DDD Maybe worth a reminder that MILAM the largest military aerospace defense and warfighting 3D printing event in North America happens on Feb 3-5th. I wonder if any press releases will be timed around the conference. Stratasys is the lead sponsor🤔" [X Link](https://x.com/BussinBiotech/status/2011174819375779923) 2026-01-13T20:33Z [----] followers, 21K engagements "Food for thought $SSYS $VELO $DDD. But FYI only one of these companies has a US Representative that sits on the military construction subcommittee buying their stock" [X Link](https://x.com/BussinBiotech/status/2011407195725049903) 2026-01-14T11:57Z [----] followers, 16.2K engagements "$LPTH Some quick thoughts & takeaways regarding the acquisition beyond what is already written in the press release: This acquisition is clearly highly synergistic. Not only does it add incremental chalcogenide glass melting capacity but AMIs current programs of record (the Joint Strike Fighter Electro-Optical Targeting System F-35 and the Arrowhead sensor suite Apache)align perfectly with the same F-35 and Apache platforms that LightPath already supports. Importantly this could also provide LightPath with yet another pathway to move further up the value chain within those new programs. If" [X Link](https://x.com/BussinBiotech/status/2013756406747292143) 2026-01-20T23:31Z [----] followers, [----] engagements "Quick follow-up on the post below. Worth calling out that $CRS & $ATI are metal powder suppliers that will also benefit from the military's AM push. I have actually initiated a position in $ATI. Beyond supplying specialty powders for AM ATIs portfolio of advanced materials and components positions the company as a critical supply-chain enabler across several growth markets including aerospace & defense and the modernization of the U.S. power grid. It very much looks like $ATI stands to benefit greatly from the increased military manufacturing and production pushed by Trump as well as from" [X Link](https://x.com/BussinBiotech/status/2014349427637391569) 2026-01-22T14:48Z [----] followers, [----] engagements "$SSYS $VELO $DDD Quick reminder that MILAM starts next week Tuesday. Hopefully we get some interesting additive manufacturing news and updates during the conference" [X Link](https://x.com/BussinBiotech/status/2016849556810424631) 2026-01-29T12:23Z [----] followers, [----] engagements "$RTX completes NGSRI ballistic test. Hopefully another indication that NGSRI down selection is soon to come $LPTH $LMT. RTX Press Release:" [X Link](https://x.com/BussinBiotech/status/2018370201188778408) 2026-02-02T17:05Z [----] followers, [----] engagements "Good call out but when they say "Raytheon funded the test to demonstrate technical maturity and collect critical data ahead of the program's flight test demonstration." . I assume the upcoming flight test will occur at the Armys White Sands NM test site where LMT performed theirs. Although this does show just how much RTX is behind and is causing the down selection decision to be delayed (e.g. why Sam said that RTX is behind and why no decision occurred Q4 last year like he originally thought)" [X Link](https://x.com/BussinBiotech/status/2018391967592579226) 2026-02-02T18:31Z [----] followers, [--] engagements "RTX hasn't done the actual flight test yet in the middle of the press release they say "Raytheon funded the test to demonstrate technical maturity and collect critical data ahead of the program's flight test demonstration." . So not the same flight test that LMT did at the Armys White Sands NM test site thats still coming. The PR kinda shows just how much RTX is behind and is causing the down selection decision to be delayed (e.g. why Sam said that RTX is behind and why no decision occurred Q4 last year like he originally thought)" [X Link](https://x.com/BussinBiotech/status/2018411195515162964) 2026-02-02T19:48Z [----] followers, [----] engagements "I wonder if this is good/bad/neutral for IFRX. Another potential indication for izicopan if you believe C5aR still works in ANCA-vasculitis despite the data issues brought up by the FDA superior PK/PD to boost efficacy differences in chemical structure between the compounds (distinct in substitution pattern and fluorination) = safety data for Izicopan looks very good so far (no hepatotox but still early obviously)" [X Link](https://x.com/BussinBiotech/status/2018804403344715960) 2026-02-03T21:50Z [----] followers, [---] engagements "@madcap_cap Thats the type of video I would expect TSLA or PLTR apes to make for their companies not for some still undiscovered gem like OPTX" [X Link](https://x.com/BussinBiotech/status/2020667486677389704) 2026-02-09T01:14Z [----] followers, [---] engagements "23 jobs posted all on the same day indicates they are expanding rather than backfilling positions as people leave. Also if you look at the job titles its all engineers technicians CNC assemblers schedulers rather than things like HR finance janitors etc. indicating that they are getting large new orders than need hands on deck to manufacture things" [X Link](https://x.com/BussinBiotech/status/2021211365474447430) 2026-02-10T13:15Z [----] followers, [--] engagements "@FugaziResearch AI slop no mention of Anduril EagleEye NDAA tailwinds or the Data center or satelite optic work they do. Also isn't cost to borrow like 100% even if this wasn't AI slop why would you short on no catalyst" [X Link](https://x.com/BussinBiotech/status/2021592152975765679) 2026-02-11T14:28Z [----] followers, [---] engagements "@qthomp TBH if the stock market has to crash for there to be law order and justice again in the US and for pedophile protecting ghouls like Bondi and Patel to be impeached and arrested I am happy to give up my gains" [X Link](https://x.com/BussinBiotech/status/2021668467674353951) 2026-02-11T19:31Z [----] followers, [----] engagements "Guys wake the fuck up. $OPTX already builds optics for satellite constellations AND data centers. Meanwhile Musk is out here casually saying space-based data centers are inevitable. Youre telling me the market cant connect optics for satellites + data centers = optics for space data centers $OPTX is already positioned just combine the two separate verticals. (I am saying this both unironically and ironically) 🚀🧠" [X Link](https://x.com/BussinBiotech/status/2018654198351397168) 2026-02-03T11:54Z [----] followers, 15.2K engagements "Trader: Surely the $ANL buyers are exhausted and finished. The $ANL buyers:" [X Link](https://x.com/BussinBiotech/status/2018755198563631331) 2026-02-03T18:35Z [----] followers, [----] engagements "Highly recommend folks listen to the $ATI Q4 earnings CC if you haven't already a couple of interesting tidbits/quotes down below. Worth a reminder that ATI hasn't even started raising prices yet either. "We're seeing a step change increase in order activity beyond what we would normally see in seasonal first quarter strength across both long-term agreements and transactional demand." "ATI's annual defense revenue grew 14% year-over-year with missiles up 127% driven by sustained demand for alloys like C103 and titanium [--] across multiple programs." "PAC-3 and THAAD utilize our very" [X Link](https://x.com/BussinBiotech/status/2019843802119213231) 2026-02-06T18:41Z [----] followers, [----] engagements "$OPTX Fascinating I'm seeing [--] new job openings posted just this past Friday alone. I hate looking into job openings too much but this level of hiring has to suggest the company is scaling operations due to high demand. Initial EagleEye production getting started or are they expanding satellite and data center work" [X Link](https://x.com/BussinBiotech/status/2020976418189180942) 2026-02-09T21:41Z [----] followers, [----] engagements "So whats the best way to go long on rising unemployment First thing that come to mind are pawn shops (e.g. $EZPW) and self-storage companies (e.g. $PSA). Although I feel like there would be more interesting/unique plays out there" [X Link](https://x.com/BussinBiotech/status/2021303040347611139) 2026-02-10T19:19Z [----] followers, [----] engagements "Btw EPS miss was primarily attributed to the G5 earnout. 120% top line growth and gross margin expansion much more important here" [X Link](https://x.com/BussinBiotech/status/2021698878068727912) 2026-02-11T21:32Z [----] followers, [---] engagements "Given that biomanufacturing is now called out as one of the top [--] critical technology areas for the DoD. I want to call out [--] publicly traded companies that I think will benefit from this increased DoD focus. $DNA $GEVO $LNZA To start of the below two articles provide detailed explanations of what biomanufacturing is and specifically define biomanufacturing as: 1.) the use of biological systems that have been engineered or that are used outside their natural context to produce a product. 2.) "The use of bacteria to create high-value materials by controlling their genetic makeup much like a" [X Link](https://x.com/BussinBiotech/status/1997398778303672323) 2025-12-06T20:12Z [----] followers, [----] engagements "Still doing work on new longs for the new year but below is an assortment of stocks that I like a lot so far going into 2026: $LPTH - Just search "LPTH" under my profile $TLPH - NEPHRO CRRT topline data + CRMD buyout $TERN - Amazing CML data high conviction [----] BO target $LASR - Picks & shovels defense play specializing in directed energy/lasers + massive secular tailwinds in cUAS $WVE - Next gen obesity treatment (Muscle preservation/body composition) + interesting RGD pipeline $SSYS - A leader in additive manufacturing firmly operating at production scale $TARS - Continued XDEMVY" [X Link](https://x.com/BussinBiotech/status/2006806408012980554) 2026-01-01T19:15Z [----] followers, 14.2K engagements "$SSYS $VELO $DDD $PRNT Below is a list of announcements and key events that I have come across that help explain why I believe [----] is an inflection year for additive manufacturing (Military/defense perspective). In a memo to senior Pentagon leadership Defense Secretary Pete Hegseth instructed the U.S. Army to extend advanced manufacturing including 3D printing and additive manufacturing to operational units by [----]. (Source: The FY [----] National Defense Authorization Act (NDAA) prohibits the DoD from entering into a contract for the procurement of 3D Printers/additive manufacturing machines" [X Link](https://x.com/BussinBiotech/status/2013686882744291398) 2026-01-20T18:55Z [----] followers, 19.9K engagements "@Vmaxpax V* when I zig you zag I love it I should also be looking at companies like $ATI even surface level that company makes total sense to way outperform and not just because they provide powders" [X Link](https://x.com/BussinBiotech/status/2013995498609197284) 2026-01-21T15:21Z [----] followers, [---] engagements "Quick follow-up commentary on $ATI and today's ER: ATI Q4 Adj. EPS $0.93 Beats $0.88 Estimate Revs in line ATI Sees FY2026 Adj EPS $3.99-$4.27 vs $3.93 Est My assumption is that revs start growing above estimates in [----] because of increased NATO military spending and due to their high growth verticals for hypersonic missile production additive manufacturing and power generation/grid buildout. If that does end up being case then this thing will be a runner" [X Link](https://x.com/BussinBiotech/status/2018778265704370379) 2026-02-03T20:07Z [----] followers, [----] engagements "$OPTX I wan to write down some quick thoughts on their data center vertical given that my last write up was almost exclusively focused on their military/defense and satellite verticals. So when it comes to the $OPTX data center vertical we know that at minimum the company is an S2 supplier of datacom microlens arrays that are used for co-packaged optics (CPO) and Optical Circuit Switch (OCS) solutions ( $LITE and $COHR adjacency). I'll further add that their most recent press release indicated that they secured pre-production orders for "NEW data center optical connectivity products" and" [X Link](https://x.com/BussinBiotech/status/2019451330440434028) 2026-02-05T16:41Z [----] followers, [----] engagements "@Advoking I can't say for certain their press releases just say that they provide the datacom microlens arrays to a "blue chip" customer for data center use. could be $LITE or could be something like Molex Amphenol or Broadcom" [X Link](https://x.com/BussinBiotech/status/2019497960325648544) 2026-02-05T19:46Z [----] followers, [---] engagements "$OPTX update below. Musk's plan is to put data centers in space and run them on solar power. What other company is sitting right in the middle of every single optical layer of that stack (optics for satellites + data centers + space-based solar)" [X Link](https://x.com/BussinBiotech/status/2020502124702933488) 2026-02-08T14:17Z [----] followers, [----] engagements "Even more highlighting for anyone still buffering. I'm gonna legit need some orbital compute believers and/or degens to chime in. is there any other company thats this ready to enable orbital compute while still sitting at such a low MC as $OPTX @BlackScholesMan @spacanpanman" [X Link](https://x.com/BussinBiotech/status/2020507326562631703) 2026-02-08T14:37Z [----] followers, [----] engagements "@BlackScholesMan @pennycheck your prior callout of $RDW in this space and overall sentiment was spot-on would love your thoughts here" [X Link](https://x.com/BussinBiotech/status/2020517221508804966) 2026-02-08T15:16Z [----] followers, [---] engagements "Insane/awesome AI video lol. $OPTX has barely even been on investor's radars and weve already got people dropping AI edits at this high of level" [X Link](https://x.com/BussinBiotech/status/2020665170838622237) 2026-02-09T01:04Z [----] followers, [----] engagements "$LPTH Could be Trust automation could be Dzyne or perceptview if they won one of the FEMA FIFA World Cup c-uas grants or could be more border surveillance orders from a company like Elbit systems. Exciting regardless We should get more color this Wednesday during the ER" [X Link](https://x.com/BussinBiotech/status/2020859452996390993) 2026-02-09T13:56Z [----] followers, [----] engagements "$DNA getting the OpenAI rub Add the fact that most AI furus will be adding the name to their automation/robotics baskets & 17.5% short interest and you have a very nice set-up. bought some calls" [X Link](https://x.com/anyuser/status/2020874578780975450) 2026-02-09T14:57Z [----] followers, [----] engagements "I will say that I'm skeptical about just how close we are to this project being a scalable reality that works for something less run-of-the-mill than the sfGFP they did their POC on. But hey absolutely great narrative and robotics/automation is a thematic you very much want to be on the right side of. Very much like the R/R on some short to medium term calls" [X Link](https://x.com/BussinBiotech/status/2020880262473654590) 2026-02-09T15:19Z [----] followers, [---] engagements "In light of the OpenAI colab news its worth reminding folks of another compelling angle for $DNA this year. The company is one of the few publicly traded players positioned to very likely benefit from biomanufacturing being designated as one of the DoD's six critical technology focus areas. With recent defense funding bills now passed theres a strong possibility we could see a DoD biomanufacturing contract announced this year" [X Link](https://x.com/anyuser/status/2020945168812343683) 2026-02-09T19:37Z [----] followers, [----] engagements "@SpecialSitsNews My LLM told me I aint reading all that when I asked for a translation" [X Link](https://x.com/BussinBiotech/status/2021016051287458283) 2026-02-10T00:19Z [----] followers, [---] engagements "RT @fundmyfund: $ATI lot of strength" [X Link](https://x.com/BussinBiotech/status/2021283488918278449) 2026-02-10T18:01Z [----] followers, [--] engagements "@BlackScholesMan This made me think of $JCI being an interesting one. main business is providing cooling and connectivity for AI but then have a subsidiary (Sensormatic Solutions) that does loss prevention security and surveillance" [X Link](https://x.com/BussinBiotech/status/2021307672939602249) 2026-02-10T19:37Z [----] followers, [---] engagements "Nearly a 700k downward revision to March [----] payrolls and possibly close to 1M downward revision to December [----] after full benchmarking" [X Link](https://x.com/BussinBiotech/status/2021322169603543187) 2026-02-10T20:35Z [----] followers, [----] engagements "Thanks for that. Bringing up bear points is good we want a [---] degree view of the company. But upfront I don't think him leaving changes any of the primary investment drivers (EagleEye NDAA Satelite vertical data center vertical) maybe brings into question management culture/performance but we will likely see that play out in real time this year anyway" [X Link](https://x.com/BussinBiotech/status/2021565754772992216) 2026-02-11T12:43Z [----] followers, [--] engagements "RT @Tyler_Neville_: Plato has to be rolling over in his grave. Why is the Attorney General making comments on the stock market What kind" [X Link](https://x.com/BussinBiotech/status/2021645289002872908) 2026-02-11T17:59Z [----] followers, [--] engagements "$LPTH Lightpath reports Q2 EPS of -$0.20 vs -$0.04 consensus; Revenue of $16.4 vs $14.9 million Consensus" [X Link](https://x.com/BussinBiotech/status/2021692507420016667) 2026-02-11T21:07Z [----] followers, [----] engagements "RT @BlackScholesMan: $LPTH - We all on here talking about U.S. growth.meanwhile in the E.U" [X Link](https://x.com/BussinBiotech/status/2021722784271900821) 2026-02-11T23:07Z [----] followers, [--] engagements "One last bit of weekend commentary on $OPTX. if the company ever ends up getting acquired in the next couple of years my bet is on $MKSI as the buyer. The level of synergy and complementary strength between their photonics verticals is pretty remarkable" [X Link](https://x.com/BussinBiotech/status/2020563025984373151) 2026-02-08T18:19Z [----] followers, [----] engagements "$LPTH Great ER conference call as always. Some items discussed were already known quantities but some commentary was brand new that I want to highlight below. -"The space development agency (SDA) awarded in December $3.5 billion to build [--] tracking layer satellites. Those are all based on infrared cameras. Public information which one can easily look up. That is $48 million per satellite.the infrared camera system typically is about a third of the overall cost of the satellite. So that is $16 million per satellite.So until now Black Diamond was not even considered for use in those" [X Link](https://x.com/BussinBiotech/status/2021738424051384576) 2026-02-12T00:09Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BussinBiotech Bussin Science Investor
Bussin Science Investor posts on X about $optx, $lpth, in the, $ssys the most. They currently have [-----] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] +104%
- [--] Month [-------] +61%
- [--] Months [-------] -52%
- [--] Year [---------] -83%
Mentions: [--] #
- [--] Week [--] -26%
- [--] Month [---] -43%
- [--] Months [---] +380%
- [--] Year [---] +1,179%
Followers: [-----] #
- [--] Week [-----] +4%
- [--] Month [-----] +96%
- [--] Months [-----] +711%
- [--] Year [-----] +3,510%
CreatorRank: [-------] #
Social Influence
Social category influence finance 71.43% stocks 28.57% cryptocurrencies 14.29% technology brands 6.35% countries 4.76% automotive brands 1.59% celebrities 1.59%
Social topic influence $optx #1, $lpth #6, in the 9.52%, $ssys #2, $velo #49, $ddd #2, $ati #27, ai 7.94%, level #2796, $rtx #151
Top accounts mentioned or mentioned by @blackscholesman @vmaxpax @vastcnc @investor7093410 @madcap_cap @madcapcap @0xaya1 @qthomp @advoking @fundmyfund @tedwilliams1930 @moxieland @kevinuranium3o8 @alphawolftrding @markdow @maxonwifi @amaymd @kingtutcap @dan101242 @fugaziresearch
Top assets mentioned Velo (VELO) 3D Systems Corp (DDD) Allegheny Technologies (ATI) Raytheon Technologies Corp (RTX) Muhdo Hub (DNA) Carpenter Technology Corp (CRS) Valneva SE (VALN) Maris Tech Ltd. (MTEK) Limitus (LMT) Adlai Nortye Ltd (ANL) Public Storage (PSA) Terns Pharmaceuticals, Inc. (TERN) Wave Life Sciences Ltd. Ordinary Shares (WVE) Lumentum Holdings Inc. Common Stock (LITE) Amphenol Corporation (APH) Alphabet Inc Class A (GOOGL) Redwire Corporation (RDW) Johnson Controls International, PLC. (JCI) MKS Instruments Inc (MKSI)
Top Social Posts
Top posts by engagements in the last [--] hours
"Buying $VALN dips. China chikungunya news cycle still early; will likely get news about govts stockpiling IXCHIQ in coming months. Also helps that $BVNRY no longer a retail parking spot after recent BO and we likely get a slow run-up into the VLA15 Lyme disease readout in Q4"
X Link 2025-08-14T14:12Z [----] followers, [---] engagements
"@madcap_cap Yeah I was initially feeling good on my $OPTX pick for potential M&A but given Sams commentary on investing software I think @BlackScholesMan is right that $MTEK is the likely next M&A target"
X Link 2026-01-04T22:25Z [----] followers, [---] engagements
"$SSYS $VELO $DDD Maybe worth a reminder that MILAM the largest military aerospace defense and warfighting 3D printing event in North America happens on Feb 3-5th. I wonder if any press releases will be timed around the conference. Stratasys is the lead sponsor🤔"
X Link 2026-01-13T20:33Z [----] followers, 21K engagements
"Food for thought $SSYS $VELO $DDD. But FYI only one of these companies has a US Representative that sits on the military construction subcommittee buying their stock"
X Link 2026-01-14T11:57Z [----] followers, 16.2K engagements
"$LPTH Some quick thoughts & takeaways regarding the acquisition beyond what is already written in the press release: This acquisition is clearly highly synergistic. Not only does it add incremental chalcogenide glass melting capacity but AMIs current programs of record (the Joint Strike Fighter Electro-Optical Targeting System F-35 and the Arrowhead sensor suite Apache)align perfectly with the same F-35 and Apache platforms that LightPath already supports. Importantly this could also provide LightPath with yet another pathway to move further up the value chain within those new programs. If"
X Link 2026-01-20T23:31Z [----] followers, [----] engagements
"Quick follow-up on the post below. Worth calling out that $CRS & $ATI are metal powder suppliers that will also benefit from the military's AM push. I have actually initiated a position in $ATI. Beyond supplying specialty powders for AM ATIs portfolio of advanced materials and components positions the company as a critical supply-chain enabler across several growth markets including aerospace & defense and the modernization of the U.S. power grid. It very much looks like $ATI stands to benefit greatly from the increased military manufacturing and production pushed by Trump as well as from"
X Link 2026-01-22T14:48Z [----] followers, [----] engagements
"$SSYS $VELO $DDD Quick reminder that MILAM starts next week Tuesday. Hopefully we get some interesting additive manufacturing news and updates during the conference"
X Link 2026-01-29T12:23Z [----] followers, [----] engagements
"$RTX completes NGSRI ballistic test. Hopefully another indication that NGSRI down selection is soon to come $LPTH $LMT. RTX Press Release:"
X Link 2026-02-02T17:05Z [----] followers, [----] engagements
"Good call out but when they say "Raytheon funded the test to demonstrate technical maturity and collect critical data ahead of the program's flight test demonstration." . I assume the upcoming flight test will occur at the Armys White Sands NM test site where LMT performed theirs. Although this does show just how much RTX is behind and is causing the down selection decision to be delayed (e.g. why Sam said that RTX is behind and why no decision occurred Q4 last year like he originally thought)"
X Link 2026-02-02T18:31Z [----] followers, [--] engagements
"RTX hasn't done the actual flight test yet in the middle of the press release they say "Raytheon funded the test to demonstrate technical maturity and collect critical data ahead of the program's flight test demonstration." . So not the same flight test that LMT did at the Armys White Sands NM test site thats still coming. The PR kinda shows just how much RTX is behind and is causing the down selection decision to be delayed (e.g. why Sam said that RTX is behind and why no decision occurred Q4 last year like he originally thought)"
X Link 2026-02-02T19:48Z [----] followers, [----] engagements
"I wonder if this is good/bad/neutral for IFRX. Another potential indication for izicopan if you believe C5aR still works in ANCA-vasculitis despite the data issues brought up by the FDA superior PK/PD to boost efficacy differences in chemical structure between the compounds (distinct in substitution pattern and fluorination) = safety data for Izicopan looks very good so far (no hepatotox but still early obviously)"
X Link 2026-02-03T21:50Z [----] followers, [---] engagements
"@madcap_cap Thats the type of video I would expect TSLA or PLTR apes to make for their companies not for some still undiscovered gem like OPTX"
X Link 2026-02-09T01:14Z [----] followers, [---] engagements
"23 jobs posted all on the same day indicates they are expanding rather than backfilling positions as people leave. Also if you look at the job titles its all engineers technicians CNC assemblers schedulers rather than things like HR finance janitors etc. indicating that they are getting large new orders than need hands on deck to manufacture things"
X Link 2026-02-10T13:15Z [----] followers, [--] engagements
"@FugaziResearch AI slop no mention of Anduril EagleEye NDAA tailwinds or the Data center or satelite optic work they do. Also isn't cost to borrow like 100% even if this wasn't AI slop why would you short on no catalyst"
X Link 2026-02-11T14:28Z [----] followers, [---] engagements
"@qthomp TBH if the stock market has to crash for there to be law order and justice again in the US and for pedophile protecting ghouls like Bondi and Patel to be impeached and arrested I am happy to give up my gains"
X Link 2026-02-11T19:31Z [----] followers, [----] engagements
"Guys wake the fuck up. $OPTX already builds optics for satellite constellations AND data centers. Meanwhile Musk is out here casually saying space-based data centers are inevitable. Youre telling me the market cant connect optics for satellites + data centers = optics for space data centers $OPTX is already positioned just combine the two separate verticals. (I am saying this both unironically and ironically) 🚀🧠"
X Link 2026-02-03T11:54Z [----] followers, 15.2K engagements
"Trader: Surely the $ANL buyers are exhausted and finished. The $ANL buyers:"
X Link 2026-02-03T18:35Z [----] followers, [----] engagements
"Highly recommend folks listen to the $ATI Q4 earnings CC if you haven't already a couple of interesting tidbits/quotes down below. Worth a reminder that ATI hasn't even started raising prices yet either. "We're seeing a step change increase in order activity beyond what we would normally see in seasonal first quarter strength across both long-term agreements and transactional demand." "ATI's annual defense revenue grew 14% year-over-year with missiles up 127% driven by sustained demand for alloys like C103 and titanium [--] across multiple programs." "PAC-3 and THAAD utilize our very"
X Link 2026-02-06T18:41Z [----] followers, [----] engagements
"$OPTX Fascinating I'm seeing [--] new job openings posted just this past Friday alone. I hate looking into job openings too much but this level of hiring has to suggest the company is scaling operations due to high demand. Initial EagleEye production getting started or are they expanding satellite and data center work"
X Link 2026-02-09T21:41Z [----] followers, [----] engagements
"So whats the best way to go long on rising unemployment First thing that come to mind are pawn shops (e.g. $EZPW) and self-storage companies (e.g. $PSA). Although I feel like there would be more interesting/unique plays out there"
X Link 2026-02-10T19:19Z [----] followers, [----] engagements
"Btw EPS miss was primarily attributed to the G5 earnout. 120% top line growth and gross margin expansion much more important here"
X Link 2026-02-11T21:32Z [----] followers, [---] engagements
"Given that biomanufacturing is now called out as one of the top [--] critical technology areas for the DoD. I want to call out [--] publicly traded companies that I think will benefit from this increased DoD focus. $DNA $GEVO $LNZA To start of the below two articles provide detailed explanations of what biomanufacturing is and specifically define biomanufacturing as: 1.) the use of biological systems that have been engineered or that are used outside their natural context to produce a product. 2.) "The use of bacteria to create high-value materials by controlling their genetic makeup much like a"
X Link 2025-12-06T20:12Z [----] followers, [----] engagements
"Still doing work on new longs for the new year but below is an assortment of stocks that I like a lot so far going into 2026: $LPTH - Just search "LPTH" under my profile $TLPH - NEPHRO CRRT topline data + CRMD buyout $TERN - Amazing CML data high conviction [----] BO target $LASR - Picks & shovels defense play specializing in directed energy/lasers + massive secular tailwinds in cUAS $WVE - Next gen obesity treatment (Muscle preservation/body composition) + interesting RGD pipeline $SSYS - A leader in additive manufacturing firmly operating at production scale $TARS - Continued XDEMVY"
X Link 2026-01-01T19:15Z [----] followers, 14.2K engagements
"$SSYS $VELO $DDD $PRNT Below is a list of announcements and key events that I have come across that help explain why I believe [----] is an inflection year for additive manufacturing (Military/defense perspective). In a memo to senior Pentagon leadership Defense Secretary Pete Hegseth instructed the U.S. Army to extend advanced manufacturing including 3D printing and additive manufacturing to operational units by [----]. (Source: The FY [----] National Defense Authorization Act (NDAA) prohibits the DoD from entering into a contract for the procurement of 3D Printers/additive manufacturing machines"
X Link 2026-01-20T18:55Z [----] followers, 19.9K engagements
"@Vmaxpax V* when I zig you zag I love it I should also be looking at companies like $ATI even surface level that company makes total sense to way outperform and not just because they provide powders"
X Link 2026-01-21T15:21Z [----] followers, [---] engagements
"Quick follow-up commentary on $ATI and today's ER: ATI Q4 Adj. EPS $0.93 Beats $0.88 Estimate Revs in line ATI Sees FY2026 Adj EPS $3.99-$4.27 vs $3.93 Est My assumption is that revs start growing above estimates in [----] because of increased NATO military spending and due to their high growth verticals for hypersonic missile production additive manufacturing and power generation/grid buildout. If that does end up being case then this thing will be a runner"
X Link 2026-02-03T20:07Z [----] followers, [----] engagements
"$OPTX I wan to write down some quick thoughts on their data center vertical given that my last write up was almost exclusively focused on their military/defense and satellite verticals. So when it comes to the $OPTX data center vertical we know that at minimum the company is an S2 supplier of datacom microlens arrays that are used for co-packaged optics (CPO) and Optical Circuit Switch (OCS) solutions ( $LITE and $COHR adjacency). I'll further add that their most recent press release indicated that they secured pre-production orders for "NEW data center optical connectivity products" and"
X Link 2026-02-05T16:41Z [----] followers, [----] engagements
"@Advoking I can't say for certain their press releases just say that they provide the datacom microlens arrays to a "blue chip" customer for data center use. could be $LITE or could be something like Molex Amphenol or Broadcom"
X Link 2026-02-05T19:46Z [----] followers, [---] engagements
"$OPTX update below. Musk's plan is to put data centers in space and run them on solar power. What other company is sitting right in the middle of every single optical layer of that stack (optics for satellites + data centers + space-based solar)"
X Link 2026-02-08T14:17Z [----] followers, [----] engagements
"Even more highlighting for anyone still buffering. I'm gonna legit need some orbital compute believers and/or degens to chime in. is there any other company thats this ready to enable orbital compute while still sitting at such a low MC as $OPTX @BlackScholesMan @spacanpanman"
X Link 2026-02-08T14:37Z [----] followers, [----] engagements
"@BlackScholesMan @pennycheck your prior callout of $RDW in this space and overall sentiment was spot-on would love your thoughts here"
X Link 2026-02-08T15:16Z [----] followers, [---] engagements
"Insane/awesome AI video lol. $OPTX has barely even been on investor's radars and weve already got people dropping AI edits at this high of level"
X Link 2026-02-09T01:04Z [----] followers, [----] engagements
"$LPTH Could be Trust automation could be Dzyne or perceptview if they won one of the FEMA FIFA World Cup c-uas grants or could be more border surveillance orders from a company like Elbit systems. Exciting regardless We should get more color this Wednesday during the ER"
X Link 2026-02-09T13:56Z [----] followers, [----] engagements
"$DNA getting the OpenAI rub Add the fact that most AI furus will be adding the name to their automation/robotics baskets & 17.5% short interest and you have a very nice set-up. bought some calls"
X Link 2026-02-09T14:57Z [----] followers, [----] engagements
"I will say that I'm skeptical about just how close we are to this project being a scalable reality that works for something less run-of-the-mill than the sfGFP they did their POC on. But hey absolutely great narrative and robotics/automation is a thematic you very much want to be on the right side of. Very much like the R/R on some short to medium term calls"
X Link 2026-02-09T15:19Z [----] followers, [---] engagements
"In light of the OpenAI colab news its worth reminding folks of another compelling angle for $DNA this year. The company is one of the few publicly traded players positioned to very likely benefit from biomanufacturing being designated as one of the DoD's six critical technology focus areas. With recent defense funding bills now passed theres a strong possibility we could see a DoD biomanufacturing contract announced this year"
X Link 2026-02-09T19:37Z [----] followers, [----] engagements
"@SpecialSitsNews My LLM told me I aint reading all that when I asked for a translation"
X Link 2026-02-10T00:19Z [----] followers, [---] engagements
"RT @fundmyfund: $ATI lot of strength"
X Link 2026-02-10T18:01Z [----] followers, [--] engagements
"@BlackScholesMan This made me think of $JCI being an interesting one. main business is providing cooling and connectivity for AI but then have a subsidiary (Sensormatic Solutions) that does loss prevention security and surveillance"
X Link 2026-02-10T19:37Z [----] followers, [---] engagements
"Nearly a 700k downward revision to March [----] payrolls and possibly close to 1M downward revision to December [----] after full benchmarking"
X Link 2026-02-10T20:35Z [----] followers, [----] engagements
"Thanks for that. Bringing up bear points is good we want a [---] degree view of the company. But upfront I don't think him leaving changes any of the primary investment drivers (EagleEye NDAA Satelite vertical data center vertical) maybe brings into question management culture/performance but we will likely see that play out in real time this year anyway"
X Link 2026-02-11T12:43Z [----] followers, [--] engagements
"RT @Tyler_Neville_: Plato has to be rolling over in his grave. Why is the Attorney General making comments on the stock market What kind"
X Link 2026-02-11T17:59Z [----] followers, [--] engagements
"$LPTH Lightpath reports Q2 EPS of -$0.20 vs -$0.04 consensus; Revenue of $16.4 vs $14.9 million Consensus"
X Link 2026-02-11T21:07Z [----] followers, [----] engagements
"RT @BlackScholesMan: $LPTH - We all on here talking about U.S. growth.meanwhile in the E.U"
X Link 2026-02-11T23:07Z [----] followers, [--] engagements
"One last bit of weekend commentary on $OPTX. if the company ever ends up getting acquired in the next couple of years my bet is on $MKSI as the buyer. The level of synergy and complementary strength between their photonics verticals is pretty remarkable"
X Link 2026-02-08T18:19Z [----] followers, [----] engagements
"$LPTH Great ER conference call as always. Some items discussed were already known quantities but some commentary was brand new that I want to highlight below. -"The space development agency (SDA) awarded in December $3.5 billion to build [--] tracking layer satellites. Those are all based on infrared cameras. Public information which one can easily look up. That is $48 million per satellite.the infrared camera system typically is about a third of the overall cost of the satellite. So that is $16 million per satellite.So until now Black Diamond was not even considered for use in those"
X Link 2026-02-12T00:09Z [----] followers, [----] engagements
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