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# ![@VASTCNC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1545502181499215872.png) @VASTCNC ChrisPy

ChrisPy posts on X about $kopn, $lpth, $onds, $umac the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1545502181499215872/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545502181499215872/c:line/m:interactions.svg)

- X Week XXXXXX +12%
- X Month XXXXXX +42%

### Mentions: XX [#](/creator/twitter::1545502181499215872/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545502181499215872/c:line/m:posts_active.svg)

- X Week XX +24%
- X Month XXX +22%

### Followers: XXX [#](/creator/twitter::1545502181499215872/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545502181499215872/c:line/m:followers.svg)

- X Week XXX +23%
- X Month XXX +122%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1545502181499215872/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545502181499215872/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1545502181499215872/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [exchanges](/list/exchanges)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [vc firms](/list/vc-firms)  XXXX%

**Social topic influence**
[$kopn](/topic/$kopn) #3, [$lpth](/topic/$lpth) #6, [$onds](/topic/$onds) #100, [$umac](/topic/$umac) #9, [$codi](/topic/$codi) #9, [$avav](/topic/$avav) #22, [investment](/topic/investment) 1.69%, [$ktos](/topic/$ktos) #40, [$cccx](/topic/$cccx) 1.69%, [money](/topic/money) XXXX%

**Top accounts mentioned or mentioned by**
[@vmaxpax](/creator/undefined) [@fundmyfund](/creator/undefined) [@timber001](/creator/undefined) [@aalsome1](/creator/undefined) [@franciscospace5](/creator/undefined) [@ceoondas](/creator/undefined) [@anduriltech](/creator/undefined) [@dylanisdylan11](/creator/undefined) [@chickenreaper](/creator/undefined) [@blackscholesman](/creator/undefined) [@pennycheck](/creator/undefined) [@kopin](/creator/undefined) [@dude_abides7](/creator/undefined) [@johhnywalkeraz](/creator/undefined) [@americanrobotic](/creator/undefined) [@grassosteve](/creator/undefined) [@thehustlebrosyt](/creator/undefined) [@foxyfomo](/creator/undefined) [@808trades](/creator/undefined) [@jeffgabel](/creator/undefined)

**Top assets mentioned**
[Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Palantir (PLTR)](/topic/$pltr) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [MobileCoin (MOB)](/topic/$mob) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Redwire Corporation (RDW)](/topic/$rdw) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Fluence (FLT)](/topic/$flt) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Planet Labs PBC (PL)](/topic/$pl)
### Top Social Posts [#](/creator/twitter::1545502181499215872/posts)
---
Top posts by engagements in the last XX hours

"For those that are still wondering about $LPTH explore the website a little. I kind of think of them as baby $TDY (teledyne)"  
[X Link](https://x.com/VASTCNC/status/1960674175691161734) [@VASTCNC](/creator/x/VASTCNC) 2025-08-27T12:02Z XXX followers, XXX engagements


"@psychprofits went hard on the rare earth mining dynamics with me a few days ago on spaces. Brilliant man that people should pay deep attention to. This alliance is incredibly necessary. Im pretty sure the admin is looking into the holdups in the $LYSDY Lynas Rare Earths Texas facility. That may be my play here we need to move up the chain from mining to magnets magnets to motors. $CODI and $UMAC are my plays along that chain. $UMAC already has an Australian connection through their acquisition of Rotor Labs. X Eyes will be the new alliance talked about heavy as China tensions continue. I"  
[X Link](https://x.com/VASTCNC/status/1977195108899700819) [@VASTCNC](/creator/x/VASTCNC) 2025-10-12T02:10Z XXX followers, XXX engagements


"$KOPN DD from the the only quant you need to know. I would only add there is some consumer potential through one of the big AR/VR players. $META $AAPL have a lot to gain by my partering with and investing in a derisked supply chain and in the interview the CEO mentioned they have relationships in South Korea to scale demand. Of course my theories and hopes are floating a bit higher than @fundmyfund which I appreciate. I move on theme and and management and funds conservative assessment is very valuable. I am positioned well with the leaps in this one and I agree it is a longer term play here."  
[X Link](https://x.com/VASTCNC/status/1977385803056861403) [@VASTCNC](/creator/x/VASTCNC) 2025-10-12T14:48Z XXX followers, XXX engagements


"If youre not in $KOPN sorry. This could be the nuclear event to kick off AUSA. From the feb blog:"  
[X Link](https://x.com/VASTCNC/status/1977578806040039559) [@VASTCNC](/creator/x/VASTCNC) 2025-10-13T03:35Z XXX followers, 3457 engagements


"$ONDS is ready. $UMAC $KOPN $LPTH $DPRO @anduriltech $KTOS $CCCX Everybody is at AUSA. Gonna be a good week"  
[X Link](https://x.com/VASTCNC/status/1977704794090246407) [@VASTCNC](/creator/x/VASTCNC) 2025-10-13T11:55Z XXX followers, XXX engagements


"Very slept on indeed. $LPTH has a lot of room to run in this supply chain. As far as technical thematic and regulatory moats they are in an excellent place. On Andurils IVAS launch today Ive been ringing the bell on $KOPN. Dont miss on the potential $LPTH involvement in the sensor stack. Capability by weight of the $LPTH sensors is best in class and every gram counts in these systems. They will present at the conference but I can guarantee a polished Anduril demo video will drop on YouTube today"  
[X Link](https://x.com/VASTCNC/status/1977712668091032052) [@VASTCNC](/creator/x/VASTCNC) 2025-10-13T12:26Z XXX followers, 1721 engagements


"$KOPN might just be todays runner"  
[X Link](https://x.com/VASTCNC/status/1978088381717401842) [@VASTCNC](/creator/x/VASTCNC) 2025-10-14T13:19Z XXX followers, XXX engagements


"$KOPN came to play Atari thats dope"  
[X Link](https://x.com/VASTCNC/status/1978134037714657586) [@VASTCNC](/creator/x/VASTCNC) 2025-10-14T16:21Z XXX followers, XXX engagements


"$ONDS is the global play. Of course $AVAV will be deep in there but the needle moves smaller with the big boys"  
[X Link](https://x.com/VASTCNC/status/1978566212092141877) [@VASTCNC](/creator/x/VASTCNC) 2025-10-15T20:58Z XXX followers, 1462 engagements


"Welcome to the party dont forget their partner in this $UMAC who spelled out the strategy on the last earnings call and earlier in shareholder letters. @CeoOndas and @evansall have been deploying smart money since $SPAI. After moving into $LPTH and $KOPN Im on pins and needles thinking about whats next. $MOB $TAKOF and $ABAT or $AMPX are candidates for me. Segments Im looking at is PCB/SMD batteries magnets and some other niche manufacturing stuff (progressive stamping die-casting machining)"  
[X Link](https://x.com/VASTCNC/status/1978798516232401400) [@VASTCNC](/creator/x/VASTCNC) 2025-10-16T12:21Z XXX followers, XXX engagements


"Theon to build US optics factory with $KOPN seems like were getting details on the recent investment"  
[X Link](https://x.com/VASTCNC/status/1979172109554209177) [@VASTCNC](/creator/x/VASTCNC) 2025-10-17T13:06Z XXX followers, 1123 engagements


"@michaelsikand Other asymmetric Anduril supply chain plays: $KOPN - (derisked and legislative moat against China) American microLED panels for IVAS headsets $LPTH - (same moat) Chinese germanium alternative Infrared Camera sensors for border towers drones missiles all of it"  
[X Link](https://x.com/VASTCNC/status/1976860370087395517) [@VASTCNC](/creator/x/VASTCNC) 2025-10-11T04:00Z XXX followers, XXX engagements


"$KOPN CEO interview @AlphaWolfTrding is on a role"  
[X Link](https://x.com/VASTCNC/status/1975509704995639468) [@VASTCNC](/creator/x/VASTCNC) 2025-10-07T10:33Z XXX followers, 1124 engagements


"$KOPN alpha you can chew on"  
[X Link](https://x.com/VASTCNC/status/1975519404441149964) [@VASTCNC](/creator/x/VASTCNC) 2025-10-07T11:11Z XXX followers, XXX engagements


"$DRS showing the primes getting their groove back. I forgot the ticker for droneshield but @timber001 and @AAlsome1 this was what I was talking about for CUAS style. Read: Epensive as fuck"  
[X Link](https://x.com/VASTCNC/status/1976631317296197975) [@VASTCNC](/creator/x/VASTCNC) 2025-10-10T12:50Z XXX followers, XXX engagements


"More $RCAT moves this time $RDW. Are we going to call this the red alliance"  
[X Link](https://x.com/VASTCNC/status/1978206785769988123) [@VASTCNC](/creator/x/VASTCNC) 2025-10-14T21:10Z XXX followers, 1110 engagements


"Another one for the bag $UMAC"  
[X Link](https://x.com/VASTCNC/status/1978452324654735436) [@VASTCNC](/creator/x/VASTCNC) 2025-10-15T13:26Z XXX followers, 6589 engagements


"$KTOS keeps shipping"  
[X Link](https://x.com/VASTCNC/status/1978490233873412480) [@VASTCNC](/creator/x/VASTCNC) 2025-10-15T15:56Z XXX followers, 2149 engagements


"For $RCAT to to post a Data and Systems analyst role and not mention Palantir is a bit odd. $PLTR partnership has been a massive signal they have projected in the past"  
[X Link](https://x.com/VASTCNC/status/1979177744580665834) [@VASTCNC](/creator/x/VASTCNC) 2025-10-17T13:28Z XXX followers, XXX engagements


"Trillion dollar economy per year. $RKLB is the play for me. Theres more but Id ask you to find another public company with the same strength In management and execution"  
[X Link](https://x.com/VASTCNC/status/1978627073045582058) [@VASTCNC](/creator/x/VASTCNC) 2025-10-16T01:00Z XXX followers, 5181 engagements


"$ONDS interview with Mr. Brock"  
[X Link](https://x.com/VASTCNC/status/1979184672182812720) [@VASTCNC](/creator/x/VASTCNC) 2025-10-17T13:56Z XXX followers, XXX engagements


"Holdup. Did someone say $PLTR Rivet is their thing $KOPN may catch a run when the apes find this connection if its true. Im deep in long out and in the money on this one. Nothing but time"  
[X Link](https://x.com/VASTCNC/status/1976632738582233354) [@VASTCNC](/creator/x/VASTCNC) 2025-10-10T12:55Z XXX followers, XXX engagements


"Allocation update @AAlsome1 was asking for it on a spaces. The smallest sliver is my $CODI position. This is a risk on portfolio completely. Im starting to build my risk off book going to buy Berkshire Hathaway and all that other boring shit you value guys cant shut the Fuck up about"  
[X Link](https://x.com/VASTCNC/status/1976636632523845711) [@VASTCNC](/creator/x/VASTCNC) 2025-10-10T13:11Z XXX followers, XXX engagements


"Goin live. Come talk obscure technology positions. $CCCX $KOPN $CODI $LPTH $UMAC"  
[X Link](https://x.com/VASTCNC/status/1977559913057661325) [@VASTCNC](/creator/x/VASTCNC) 2025-10-13T02:19Z XXX followers, 1298 engagements


"Thing of beauty. $KOPN $LPTH"  
[X Link](https://x.com/VASTCNC/status/1977727171029344488) [@VASTCNC](/creator/x/VASTCNC) 2025-10-13T13:24Z XXX followers, XXX engagements


"No shoutout for $KOPN or $LPTH I know they dont list every supplier but come on"  
[X Link](https://x.com/VASTCNC/status/1977728058908938708) [@VASTCNC](/creator/x/VASTCNC) 2025-10-13T13:28Z XXX followers, 2588 engagements


"If anyone wants to help out some degen shit help amplify this. $KOPN $LPTH"  
[X Link](https://x.com/VASTCNC/status/1977785149866844475) [@VASTCNC](/creator/x/VASTCNC) 2025-10-13T17:14Z XXX followers, 1091 engagements


"$AVAV coverage with the chief growth officer. This podcast is so slept on"  
[X Link](https://x.com/VASTCNC/status/1977888185771311238) [@VASTCNC](/creator/x/VASTCNC) 2025-10-14T00:04Z XXX followers, XXX engagements


"Good highlight on the $KOPN edge"  
[X Link](https://x.com/VASTCNC/status/1978099764567613838) [@VASTCNC](/creator/x/VASTCNC) 2025-10-14T14:05Z XXX followers, XXX engagements


"$AVAV running their class"  
[X Link](https://x.com/VASTCNC/status/1978125995052793966) [@VASTCNC](/creator/x/VASTCNC) 2025-10-14T15:49Z XXX followers, XXX engagements


"Hold up partnership with $AVAV"  
[X Link](https://x.com/VASTCNC/status/1978190182915383322) [@VASTCNC](/creator/x/VASTCNC) 2025-10-14T20:04Z XXX followers, XXX engagements


"$KOPN update. I think Ill stop reading articles and just wait for @fundmyfund to highlight the important parts"  
[X Link](https://x.com/VASTCNC/status/1978533591286952378) [@VASTCNC](/creator/x/VASTCNC) 2025-10-15T18:49Z XXX followers, XXX engagements


"How many but wait theres more moments does @anduriltech have left in the tank Even if $KOPN doesnt secure this bag it uplifts the industry immensely"  
[X Link](https://x.com/VASTCNC/status/1978863300239618206) [@VASTCNC](/creator/x/VASTCNC) 2025-10-16T16:39Z XXX followers, XXX engagements


"@PalmerLuckey on JRE. listen for technical details. Brightness adjustment pupil tracking any of these signal $KOPN involvement either direct or licensed. @DZierler"  
[X Link](https://x.com/VASTCNC/status/1978936045669405177) [@VASTCNC](/creator/x/VASTCNC) 2025-10-16T21:28Z XXX followers, XXX engagements


"A16Z backed I think congrats on the release Very interesting. My favorite feature is the integrated parachute"  
[X Link](https://x.com/VASTCNC/status/1978987121252930023) [@VASTCNC](/creator/x/VASTCNC) 2025-10-17T00:51Z XXX followers, XXX engagements


"$TAKOF $FLT - Volatus Aerospace is primarily a services company that provides drone inspections security border patrol etc. They have some strategic assets in fixed wing and lidar but mostly a professional services company. This is my most likely acquisition candidate for $ONDS They have partnered with Ondas in the past for border patrol and have some deals cooking with NATO. They also merged with Drone Delivery Canada for cargo operations. They have a market cap of 265m and a gross margin of XX% which is close to the same year on year but year on year revenues is down. This is a Canadian"  
[X Link](https://x.com/VASTCNC/status/1955627389616353404) [@VASTCNC](/creator/x/VASTCNC) 2025-08-13T13:47Z XXX followers, XXX engagements


"@anduriltech is not public yet but there are two under the radar suppliers you can get in on now. $LPTH - IR camera sensors - derisked from Chinese Germanium made in America supplying drones missiles and border cameras $KOPN - AR/VR/FPV micro displays - involved in the IVAS program to provide the MOLED panels. Made in USA Chinese panels have been banned"  
[X Link](https://x.com/VASTCNC/status/1975539417915007368) [@VASTCNC](/creator/x/VASTCNC) 2025-10-07T12:31Z XXX followers, XXX engagements


"Analysts and procurement brokers panicking over the weekend to find de-risked Chinese supply chains for our military and were over here sitting on $UMAC $KOPN $LPTH and $CODI"  
[X Link](https://x.com/VASTCNC/status/1976821466831503485) [@VASTCNC](/creator/x/VASTCNC) 2025-10-11T01:25Z XXX followers, XXX engagements


"$FEIM - legacy space systems player with under promoted sensing tech real company unlike most of the quantum compute bubble. Im in this play $MCHP - American Fab chip/embedded scale atomic clocks you can buy right now and keep on your desk for the fun of it. Not in it I dont see the play as pure enough in quantum but they are one to watch on catalysts. $LAES - quantum resistant handware Swiss I believe youll need to dig into it. Im not in this either. $SKYT - another fab play with high signaled quantum and photonics involvement. Theres others but the most interesting segment for me is the"  
[X Link](https://x.com/VASTCNC/status/1977384852908609722) [@VASTCNC](/creator/x/VASTCNC) 2025-10-12T14:44Z XXX followers, XXX engagements


"@Vmaxpax Theres also people that use sat imagery from $PL and $BKSY to calculate contents in floating top tanks based on shadows. Were living in a whole new world of publicly available intel"  
[X Link](https://x.com/VASTCNC/status/1979234929457402099) [@VASTCNC](/creator/x/VASTCNC) 2025-10-17T17:15Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@VASTCNC Avatar @VASTCNC ChrisPy

ChrisPy posts on X about $kopn, $lpth, $onds, $umac the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +12%
  • X Month XXXXXX +42%

Mentions: XX #

Mentions Line Chart

  • X Week XX +24%
  • X Month XXX +22%

Followers: XXX #

Followers Line Chart

  • X Week XXX +23%
  • X Month XXX +122%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% finance XXXX% countries XXXX% technology brands XXXX% cryptocurrencies XXXX% exchanges XXXX% fashion brands XXXX% vc firms XXXX%

Social topic influence $kopn #3, $lpth #6, $onds #100, $umac #9, $codi #9, $avav #22, investment 1.69%, $ktos #40, $cccx 1.69%, money XXXX%

Top accounts mentioned or mentioned by @vmaxpax @fundmyfund @timber001 @aalsome1 @franciscospace5 @ceoondas @anduriltech @dylanisdylan11 @chickenreaper @blackscholesman @pennycheck @kopin @dude_abides7 @johhnywalkeraz @americanrobotic @grassosteve @thehustlebrosyt @foxyfomo @808trades @jeffgabel

Top assets mentioned Ondas Holdings Inc. Common Stock (ONDS) AeroVironment, Inc. (AVAV) Kratos Defense & Security Solutions, Inc. (KTOS) Palantir (PLTR) Teledyne Technologies Incorporated (TDY) Apple, Inc. (AAPL) Metadium (META) MobileCoin (MOB) Leonardo DRS, Inc. Common Stock (DRS) Redwire Corporation (RDW) Rocket Lab USA, Inc. Common Stock (RKLB) Berkshire Hathaway Inc. (BRK.A) Fluence (FLT) Microchip Technology Inc. (MCHP) Planet Labs PBC (PL)

Top Social Posts #


Top posts by engagements in the last XX hours

"For those that are still wondering about $LPTH explore the website a little. I kind of think of them as baby $TDY (teledyne)"
X Link @VASTCNC 2025-08-27T12:02Z XXX followers, XXX engagements

"@psychprofits went hard on the rare earth mining dynamics with me a few days ago on spaces. Brilliant man that people should pay deep attention to. This alliance is incredibly necessary. Im pretty sure the admin is looking into the holdups in the $LYSDY Lynas Rare Earths Texas facility. That may be my play here we need to move up the chain from mining to magnets magnets to motors. $CODI and $UMAC are my plays along that chain. $UMAC already has an Australian connection through their acquisition of Rotor Labs. X Eyes will be the new alliance talked about heavy as China tensions continue. I"
X Link @VASTCNC 2025-10-12T02:10Z XXX followers, XXX engagements

"$KOPN DD from the the only quant you need to know. I would only add there is some consumer potential through one of the big AR/VR players. $META $AAPL have a lot to gain by my partering with and investing in a derisked supply chain and in the interview the CEO mentioned they have relationships in South Korea to scale demand. Of course my theories and hopes are floating a bit higher than @fundmyfund which I appreciate. I move on theme and and management and funds conservative assessment is very valuable. I am positioned well with the leaps in this one and I agree it is a longer term play here."
X Link @VASTCNC 2025-10-12T14:48Z XXX followers, XXX engagements

"If youre not in $KOPN sorry. This could be the nuclear event to kick off AUSA. From the feb blog:"
X Link @VASTCNC 2025-10-13T03:35Z XXX followers, 3457 engagements

"$ONDS is ready. $UMAC $KOPN $LPTH $DPRO @anduriltech $KTOS $CCCX Everybody is at AUSA. Gonna be a good week"
X Link @VASTCNC 2025-10-13T11:55Z XXX followers, XXX engagements

"Very slept on indeed. $LPTH has a lot of room to run in this supply chain. As far as technical thematic and regulatory moats they are in an excellent place. On Andurils IVAS launch today Ive been ringing the bell on $KOPN. Dont miss on the potential $LPTH involvement in the sensor stack. Capability by weight of the $LPTH sensors is best in class and every gram counts in these systems. They will present at the conference but I can guarantee a polished Anduril demo video will drop on YouTube today"
X Link @VASTCNC 2025-10-13T12:26Z XXX followers, 1721 engagements

"$KOPN might just be todays runner"
X Link @VASTCNC 2025-10-14T13:19Z XXX followers, XXX engagements

"$KOPN came to play Atari thats dope"
X Link @VASTCNC 2025-10-14T16:21Z XXX followers, XXX engagements

"$ONDS is the global play. Of course $AVAV will be deep in there but the needle moves smaller with the big boys"
X Link @VASTCNC 2025-10-15T20:58Z XXX followers, 1462 engagements

"Welcome to the party dont forget their partner in this $UMAC who spelled out the strategy on the last earnings call and earlier in shareholder letters. @CeoOndas and @evansall have been deploying smart money since $SPAI. After moving into $LPTH and $KOPN Im on pins and needles thinking about whats next. $MOB $TAKOF and $ABAT or $AMPX are candidates for me. Segments Im looking at is PCB/SMD batteries magnets and some other niche manufacturing stuff (progressive stamping die-casting machining)"
X Link @VASTCNC 2025-10-16T12:21Z XXX followers, XXX engagements

"Theon to build US optics factory with $KOPN seems like were getting details on the recent investment"
X Link @VASTCNC 2025-10-17T13:06Z XXX followers, 1123 engagements

"@michaelsikand Other asymmetric Anduril supply chain plays: $KOPN - (derisked and legislative moat against China) American microLED panels for IVAS headsets $LPTH - (same moat) Chinese germanium alternative Infrared Camera sensors for border towers drones missiles all of it"
X Link @VASTCNC 2025-10-11T04:00Z XXX followers, XXX engagements

"$KOPN CEO interview @AlphaWolfTrding is on a role"
X Link @VASTCNC 2025-10-07T10:33Z XXX followers, 1124 engagements

"$KOPN alpha you can chew on"
X Link @VASTCNC 2025-10-07T11:11Z XXX followers, XXX engagements

"$DRS showing the primes getting their groove back. I forgot the ticker for droneshield but @timber001 and @AAlsome1 this was what I was talking about for CUAS style. Read: Epensive as fuck"
X Link @VASTCNC 2025-10-10T12:50Z XXX followers, XXX engagements

"More $RCAT moves this time $RDW. Are we going to call this the red alliance"
X Link @VASTCNC 2025-10-14T21:10Z XXX followers, 1110 engagements

"Another one for the bag $UMAC"
X Link @VASTCNC 2025-10-15T13:26Z XXX followers, 6589 engagements

"$KTOS keeps shipping"
X Link @VASTCNC 2025-10-15T15:56Z XXX followers, 2149 engagements

"For $RCAT to to post a Data and Systems analyst role and not mention Palantir is a bit odd. $PLTR partnership has been a massive signal they have projected in the past"
X Link @VASTCNC 2025-10-17T13:28Z XXX followers, XXX engagements

"Trillion dollar economy per year. $RKLB is the play for me. Theres more but Id ask you to find another public company with the same strength In management and execution"
X Link @VASTCNC 2025-10-16T01:00Z XXX followers, 5181 engagements

"$ONDS interview with Mr. Brock"
X Link @VASTCNC 2025-10-17T13:56Z XXX followers, XXX engagements

"Holdup. Did someone say $PLTR Rivet is their thing $KOPN may catch a run when the apes find this connection if its true. Im deep in long out and in the money on this one. Nothing but time"
X Link @VASTCNC 2025-10-10T12:55Z XXX followers, XXX engagements

"Allocation update @AAlsome1 was asking for it on a spaces. The smallest sliver is my $CODI position. This is a risk on portfolio completely. Im starting to build my risk off book going to buy Berkshire Hathaway and all that other boring shit you value guys cant shut the Fuck up about"
X Link @VASTCNC 2025-10-10T13:11Z XXX followers, XXX engagements

"Goin live. Come talk obscure technology positions. $CCCX $KOPN $CODI $LPTH $UMAC"
X Link @VASTCNC 2025-10-13T02:19Z XXX followers, 1298 engagements

"Thing of beauty. $KOPN $LPTH"
X Link @VASTCNC 2025-10-13T13:24Z XXX followers, XXX engagements

"No shoutout for $KOPN or $LPTH I know they dont list every supplier but come on"
X Link @VASTCNC 2025-10-13T13:28Z XXX followers, 2588 engagements

"If anyone wants to help out some degen shit help amplify this. $KOPN $LPTH"
X Link @VASTCNC 2025-10-13T17:14Z XXX followers, 1091 engagements

"$AVAV coverage with the chief growth officer. This podcast is so slept on"
X Link @VASTCNC 2025-10-14T00:04Z XXX followers, XXX engagements

"Good highlight on the $KOPN edge"
X Link @VASTCNC 2025-10-14T14:05Z XXX followers, XXX engagements

"$AVAV running their class"
X Link @VASTCNC 2025-10-14T15:49Z XXX followers, XXX engagements

"Hold up partnership with $AVAV"
X Link @VASTCNC 2025-10-14T20:04Z XXX followers, XXX engagements

"$KOPN update. I think Ill stop reading articles and just wait for @fundmyfund to highlight the important parts"
X Link @VASTCNC 2025-10-15T18:49Z XXX followers, XXX engagements

"How many but wait theres more moments does @anduriltech have left in the tank Even if $KOPN doesnt secure this bag it uplifts the industry immensely"
X Link @VASTCNC 2025-10-16T16:39Z XXX followers, XXX engagements

"@PalmerLuckey on JRE. listen for technical details. Brightness adjustment pupil tracking any of these signal $KOPN involvement either direct or licensed. @DZierler"
X Link @VASTCNC 2025-10-16T21:28Z XXX followers, XXX engagements

"A16Z backed I think congrats on the release Very interesting. My favorite feature is the integrated parachute"
X Link @VASTCNC 2025-10-17T00:51Z XXX followers, XXX engagements

"$TAKOF $FLT - Volatus Aerospace is primarily a services company that provides drone inspections security border patrol etc. They have some strategic assets in fixed wing and lidar but mostly a professional services company. This is my most likely acquisition candidate for $ONDS They have partnered with Ondas in the past for border patrol and have some deals cooking with NATO. They also merged with Drone Delivery Canada for cargo operations. They have a market cap of 265m and a gross margin of XX% which is close to the same year on year but year on year revenues is down. This is a Canadian"
X Link @VASTCNC 2025-08-13T13:47Z XXX followers, XXX engagements

"@anduriltech is not public yet but there are two under the radar suppliers you can get in on now. $LPTH - IR camera sensors - derisked from Chinese Germanium made in America supplying drones missiles and border cameras $KOPN - AR/VR/FPV micro displays - involved in the IVAS program to provide the MOLED panels. Made in USA Chinese panels have been banned"
X Link @VASTCNC 2025-10-07T12:31Z XXX followers, XXX engagements

"Analysts and procurement brokers panicking over the weekend to find de-risked Chinese supply chains for our military and were over here sitting on $UMAC $KOPN $LPTH and $CODI"
X Link @VASTCNC 2025-10-11T01:25Z XXX followers, XXX engagements

"$FEIM - legacy space systems player with under promoted sensing tech real company unlike most of the quantum compute bubble. Im in this play $MCHP - American Fab chip/embedded scale atomic clocks you can buy right now and keep on your desk for the fun of it. Not in it I dont see the play as pure enough in quantum but they are one to watch on catalysts. $LAES - quantum resistant handware Swiss I believe youll need to dig into it. Im not in this either. $SKYT - another fab play with high signaled quantum and photonics involvement. Theres others but the most interesting segment for me is the"
X Link @VASTCNC 2025-10-12T14:44Z XXX followers, XXX engagements

"@Vmaxpax Theres also people that use sat imagery from $PL and $BKSY to calculate contents in floating top tanks based on shadows. Were living in a whole new world of publicly available intel"
X Link @VASTCNC 2025-10-17T17:15Z XXX followers, XXX engagements

@VASTCNC
/creator/twitter::VASTCNC