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

Chrispy posts on X about $umac, $onds, $lpth, systems the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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

- [--] Week [------] +126%
- [--] Month [-------] +196%
- [--] Months [----------] -74%
- [--] Year [----------] +330%

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

- [--] Month [--] -89%
- [--] Months [---] +679%
- [--] Year [---] +4,700%

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

- [--] Week [-----] +4.90%
- [--] Month [-----] +27%
- [--] Months [-----] +1,390%

### CreatorRank: [-------] [#](/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

**Social category influence**
[stocks](/list/stocks)  25% [finance](/list/finance)  16% [cryptocurrencies](/list/cryptocurrencies)  6% [countries](/list/countries)  5% [technology brands](/list/technology-brands)  3% [travel destinations](/list/travel-destinations)  1% [automotive brands](/list/automotive-brands)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$umac](/topic/$umac) #41, [$onds](/topic/$onds) #100, [$lpth](/topic/$lpth) #9, [systems](/topic/systems) 9%, [$rklb](/topic/$rklb) 9%, [in the](/topic/in-the) 8%, [rklb](/topic/rklb) 6%, [$kopn](/topic/$kopn) #1, [$velo](/topic/$velo) 4%, [acquisition](/topic/acquisition) 4%

**Top accounts mentioned or mentioned by**
[@vmaxpax](/creator/undefined) [@blackscholesman](/creator/undefined) [@fundmyfund](/creator/undefined) [@cruxcapital](/creator/undefined) [@bussinbiotech](/creator/undefined) [@pennycheck](/creator/undefined) [@crux_capital_](/creator/undefined) [@spaceinvestord](/creator/undefined) [@jacobkeeton20](/creator/undefined) [@nimesh3t](/creator/undefined) [@aktienakademie](/creator/undefined) [@evansall](/creator/undefined) [@disruptorinvest](/creator/undefined) [@anduriltech](/creator/undefined) [@mike10947310](/creator/undefined) [@samsaiworld](/creator/undefined) [@itschrisray](/creator/undefined) [@socraticscribe](/creator/undefined) [@dronazon](/creator/undefined) [@cameronchell](/creator/undefined)

**Top assets mentioned**
[Unusual Machines, Inc (UMAC)](/topic/$umac) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Velo (VELO)](/topic/$velo) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [IonQ, Inc. (IONQ)](/topic/$ionq) [Safe Pro Group Inc. (SPAI)](/topic/$spai) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Coherent Inc (COHR)](/topic/$cohr) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Limitus (LMT)](/topic/$lmt) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Carpenter Technology Corp (CRS)](/topic/$crs) [Fluence (FLT)](/topic/$flt) [AeroVironment, Inc. (AVAV)](/topic/$avav)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This is the REAL game at hand. Thats a lot of parts for $UMAC. Who can scale for the Gauntlet @evansall @dronazon @CameronChell $UMAC $RCAT $DPRO Good article on why most drone companies are going to self eliminate within half a year. Get your FANGs out. Drone Dominance Is a Manufacturing Test. Most Drone Companies Will Fail It. Allan Who can scale for the Gauntlet @evansall @dronazon @CameronChell $UMAC $RCAT $DPRO Good article on why most drone companies are going to self eliminate within half a year. Get your FANGs out. Drone Dominance Is a Manufacturing Test. Most Drone Companies Will"  
[X Link](https://x.com/VASTCNC/status/2015182628157329778)  2026-01-24T21:59Z [----] followers, [----] engagements


"Heres how a drone motor is made from the team that makes them here in America $UMAC https://youtu.be/jP-afZDXxa8si=YuvrITJJq1Pi54rj https://youtu.be/jP-afZDXxa8si=YuvrITJJq1Pi54rj"  
[X Link](https://x.com/VASTCNC/status/2015968672213610882)  2026-01-27T02:02Z [----] followers, [----] engagements


"$SPAI and Lantronix partnership Safe Pro Group and @lantronix have launched a strategic partnership to embed AI-powered threat detection directly into defense drones and unmanned systems. The results: 🔹Real-time landmine and small-threat detection 🔹Edge-based AI with no cloud dependency 🔹Seamless https://t.co/KFRr4Ycml1 Safe Pro Group and @lantronix have launched a strategic partnership to embed AI-powered threat detection directly into defense drones and unmanned systems. The results: 🔹Real-time landmine and small-threat detection 🔹Edge-based AI with no cloud dependency 🔹Seamless"  
[X Link](https://x.com/VASTCNC/status/2016167313616339075)  2026-01-27T15:12Z [----] followers, [---] engagements


"What do cutting edge rocket engines rapid prototypes and Anduril drone components have in common $VELO Be cautious if youre considering a position its like riding a bull. Precision for progress. Velo3D powers parts that save lives protect our planet and uplift communities. Better humanity in every layer. #AdditiveManufacturing #TechForGood" Precision for progress. Velo3D powers parts that save lives protect our planet and uplift communities. Better humanity in every layer. #AdditiveManufacturing #TechForGood""  
[X Link](https://x.com/VASTCNC/status/2016204775025672471)  2026-01-27T17:40Z [----] followers, [----] engagements


"SentryCS still the most significant acquisition for $ONDS. Things are a little quiet over at $UMAC. Probably pushing out as many motors as they can to keep up with the February wave ahead. $LPTH still has gas in the acquisition tank. Wondering what may be simmering over there. Overall my sectors are doing well today. What may come from the macro environment is the question. Im just trying to avoid the noise and know what I own. $DPRO doing well today on their FPV USAF adoption Volatus ( $FLT $TAKOF) will probably have an inflection year (follow @Vmaxpax to stay up on the play). External"  
[X Link](https://x.com/VASTCNC/status/2018382684750565876)  2026-02-02T17:55Z [----] followers, [----] engagements


"$DPRO remains an excellent bridge between US spending and Canada/NATO Draganfly continues to entrench within the US military. From Army and now announcing Air Force Special Ops Command providing foundational FPV training on Draganfly s-uas Flex FPV Drones. In partnership with DelMar $dpro Draganfly continues to entrench within the US military. From Army and now announcing Air Force Special Ops Command providing foundational FPV training on Draganfly s-uas Flex FPV Drones. In partnership with DelMar $dpro"  
[X Link](https://x.com/VASTCNC/status/2018388092672254176)  2026-02-02T18:16Z [----] followers, [---] engagements


"Thats it. I need [--] $VELO machines a couple [--] axis CNCs with a robot arm and a handful of Swiss lathes and precision grinders. Whos going to fund me $VELO: This is pretty substantial. Mears Machine a strategic Velo3D partner and owns [--] printers just signed a long-term agreement with a US defense OEM that's expected to generate $100M in the first three years. https://t.co/P5Yu74dt7w (h/t @Dr_Nike23 https://t.co/ebWKCFgGJM $VELO: This is pretty substantial. Mears Machine a strategic Velo3D partner and owns [--] printers just signed a long-term agreement with a US defense OEM that's expected to"  
[X Link](https://x.com/VASTCNC/status/2018735396235121105)  2026-02-03T17:16Z [----] followers, [---] engagements


"@disruptorinvest Youre saying I can catch an entry soon"  
[X Link](https://x.com/VASTCNC/status/2018839239828586667)  2026-02-04T00:09Z [----] followers, [---] engagements


"I was borderline certain that the Ukrainian Defense company on the DDG was the ONDS connection Darley came out of nowhere and now adds a foot in the door for municipality deployments Skydios bread and butter. Im going to bet good money well see a wasp nest product rolling out (wasp in a box) as a lower priced alternative to the iron drone or Optimus systems. Three bears product pricing model. Wasp itself is a candidate for dual use. A lot of the frame components appear to be 3d printed (sintered nylon or powder jet) if they can get it to injection molding and higher levels of automated"  
[X Link](https://x.com/VASTCNC/status/2019236434474070184)  2026-02-05T02:27Z [----] followers, [---] engagements


"Right now in my model I have a future P/S of [--] given todays dip. (Forward guidance times last years 26% beat) Im up 235% on the position and will be hitting long term gains in a couple months. Unfortunately when I first started trading I didnt know what a tax lot was so I lost some of my earliest buys. Im adding again at these levels. Going degen on options. NFA for the chartists. One day Ill get on your level. https://twitter.com/i/web/status/2019237658988605751 https://twitter.com/i/web/status/2019237658988605751"  
[X Link](https://x.com/VASTCNC/status/2019237658988605751)  2026-02-05T02:32Z [----] followers, [--] engagements


"@quiteuninformed Dept of energy nuclear innovation campus https://www.mining.com/us-department-of-energy-opens-search-for-nuclear-innovation-campus-hosts/ https://www.mining.com/us-department-of-energy-opens-search-for-nuclear-innovation-campus-hosts/"  
[X Link](https://x.com/VASTCNC/status/2019264321755443405)  2026-02-05T04:18Z [----] followers, [--] engagements


"@BussinBiotech AI is a threat to all skilled service labor and also not going to return on capex spend. Its Shrodingers crash"  
[X Link](https://x.com/VASTCNC/status/2019593749152821324)  2026-02-06T02:07Z [----] followers, [---] engagements


"Drones in boxes Hmm thats a novel idea. I wonder if $ONDS may be interested. New DIU Project Targets Scalable Containerized Drone Systems - DRONELIFE https://t.co/1byZSXTrxV New DIU Project Targets Scalable Containerized Drone Systems - DRONELIFE https://t.co/1byZSXTrxV"  
[X Link](https://x.com/VASTCNC/status/2019605646124134872)  2026-02-06T02:54Z [----] followers, [----] engagements


"@lukas_m_ziegler Strain Wave Actuators/Harmonic drives"  
[X Link](https://x.com/VASTCNC/status/2019777281196175600)  2026-02-06T14:16Z [----] followers, [--] engagements


"Wait what $UMAC rolling out US headset production already https://www.linkedin.com/posts/allan-evans-phd_i-want-to-highlight-tom-mercier-and-his-production-share-7424827257791164416-hahRutm_medium=ios_app&rcm=ACoAAAouzXoBe1mmUEwHOVtAcXt5qfWGwK4z5Go&utm_source=social_share_send&utm_campaign=x https://www.linkedin.com/posts/allan-evans-phd_i-want-to-highlight-tom-mercier-and-his-production-share-7424827257791164416-hahRutm_medium=ios_app&rcm=ACoAAAouzXoBe1mmUEwHOVtAcXt5qfWGwK4z5Go&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/VASTCNC/status/2019777754556981585)  2026-02-06T14:18Z [----] followers, [----] engagements


"@KurruptDad Interesting stuff. We gotta get a quant circle going"  
[X Link](https://x.com/VASTCNC/status/2020581950608838761)  2026-02-08T19:34Z [----] followers, [--] engagements


"@skyler_chan_ If youre building pitch decks and promises instead of hardware and systems youre ngmi"  
[X Link](https://x.com/VASTCNC/status/2020853276644921605)  2026-02-09T13:32Z [----] followers, [--] engagements


"$VELO model in the oven from the mensch. First pass at a $VELO financial model. Lots of moving parts and even the co is having difficulty modeling themselves. First pass at a $VELO financial model. Lots of moving parts and even the co is having difficulty modeling themselves"  
[X Link](https://x.com/VASTCNC/status/2020856417679208955)  2026-02-09T13:44Z [----] followers, [---] engagements


"$LMT motion in the ocean. .@LockheedMartin unveiled LampreyMMAUV a breakthrough plug-andplay submersible that gives U.S. and allied warfighters a technological and strategic advantage in todays contested maritime arena. Click below for more: .@LockheedMartin unveiled LampreyMMAUV a breakthrough plug-andplay submersible that gives U.S. and allied warfighters a technological and strategic advantage in todays contested maritime arena. Click below for more:"  
[X Link](https://x.com/VASTCNC/status/2020971039124312172)  2026-02-09T21:20Z [----] followers, [---] engagements


"@stocksnipa Spacemob bait $ASTS will be just fine. $RKLB will continue to launch and build the payloads for SpaceX and Blue Origin. Space is big theres room"  
[X Link](https://x.com/VASTCNC/status/2020972584809251008)  2026-02-09T21:26Z [----] followers, [---] engagements


"@JeongHaeju @Polymarket @PolymarketTrade Crypto bros found another pump vector. I guess you need to diversify when your core assets are continuing to fail"  
[X Link](https://x.com/VASTCNC/status/2020973472428802361)  2026-02-09T21:29Z [----] followers, [---] engagements


"Damn. Kiwis go hard. A lesson in how primes name hardware. @anduriltech named their auto-sub Ghost Shark. This Lockheed copy is named after an eel with no jaw A lesson in how primes name hardware. @anduriltech named their auto-sub Ghost Shark. This Lockheed copy is named after an eel with no jaw"  
[X Link](https://x.com/VASTCNC/status/2021013553516511516)  2026-02-10T00:09Z [----] followers, [----] engagements


"@SpaceInvestor_D $MNTS + $ASTI + $VELO = the ultimate space gambit basket"  
[X Link](https://x.com/VASTCNC/status/2021040596828422312)  2026-02-10T01:56Z [----] followers, [---] engagements


"@crux_capital_ Megawatt class is bigger than air and missile defense. It can take out satellites my friend. Its a new level of strategic deterrence. Thats the angle many are missing and nation states are chasing"  
[X Link](https://x.com/VASTCNC/status/2021049021880738150)  2026-02-10T02:30Z [----] followers, [---] engagements


"@crux_capital_ @Vmaxpax and @BlackScholesMan are all over this sector. You should also be looking into EOS (the Australian company). They are positioned the best to be the NATO play"  
[X Link](https://x.com/VASTCNC/status/2021049793808871823)  2026-02-10T02:33Z [----] followers, [---] engagements


"Utah can donate our firewood. Weve had Southern California level temps and snowfall rates. Picked a hell of a year to start weather modification. May a thousand hard tech bonfires burn May a thousand hard tech bonfires burn"  
[X Link](https://x.com/VASTCNC/status/2021215078310191554)  2026-02-10T13:30Z [----] followers, [---] engagements


"Scale scale scale $UMAC X Big milestone for the team: Drew Camden has been promoted to President of Unusual Machines while continuing as COO. Leading execution continuity and scale congrats Drew.👏📈 #Leadership #USManufacturing #DroneIndustry https://t.co/69mK14sHi7 https://t.co/tCFHk5zazX X Big milestone for the team: Drew Camden has been promoted to President of Unusual Machines while continuing as COO. Leading execution continuity and scale congrats Drew.👏📈 #Leadership #USManufacturing #DroneIndustry https://t.co/69mK14sHi7 https://t.co/tCFHk5zazX"  
[X Link](https://x.com/VASTCNC/status/2018397158253404310)  2026-02-02T18:52Z [----] followers, [---] engagements


"I concur which is why Im in Rocketlab and not AST Space mobile. I had much more interest in one strategy over the other. Its not to fade $ASTS I made my play when I was looking at the market. I would have made more with an ASTS position at the time I bought in $RKLB but I have much more fun digging into Rocketlab. If you dont really have conviction and interest into what you own you dont know what you own. I learned that from Spacemob. Doesnt mean I have to own AST to benefit. https://twitter.com/i/web/status/2021227551931367930 https://twitter.com/i/web/status/2021227551931367930"  
[X Link](https://x.com/VASTCNC/status/2021227551931367930)  2026-02-10T14:19Z [----] followers, [---] engagements


"@BlackScholesMan @Mike10947310 High powered Lasers for airport security sounds like a bad idea for me"  
[X Link](https://x.com/VASTCNC/status/2021689597697094045)  2026-02-11T20:55Z [----] followers, [--] engagements


"$OUST Ouster (@ousterlidar) has acquired StereoLabs (@Stereolabs3D) a pioneer in AI vision and perception solutions. "StereoLabs is a world-class perception company recognized for its market-leading stereo cameras and AI vision software making it a natural fit for Ousters next https://t.co/Ew7xK2JaNW Ouster (@ousterlidar) has acquired StereoLabs (@Stereolabs3D) a pioneer in AI vision and perception solutions. "StereoLabs is a world-class perception company recognized for its market-leading stereo cameras and AI vision software making it a natural fit for Ousters next https://t.co/Ew7xK2JaNW"  
[X Link](https://x.com/VASTCNC/status/2021606439890964768)  2026-02-11T15:25Z [----] followers, [---] engagements


"52w high $ASTI. Love it when a move rhymes. $ASTI: Real-time short interest is at 1.7M shares compared to the float of 6.3M shares. That's 27.3% of the float short You have to be a special kind of DUMB to be short a $50M market cap "call option" on game changing solar technology IP🤷♂ $ASTI: Real-time short interest is at 1.7M shares compared to the float of 6.3M shares. That's 27.3% of the float short You have to be a special kind of DUMB to be short a $50M market cap "call option" on game changing solar technology IP🤷♂"  
[X Link](https://x.com/VASTCNC/status/2021615845613650419)  2026-02-11T16:02Z [----] followers, [---] engagements


"Deets from El Paso"  
[X Link](https://x.com/VASTCNC/status/2021673255174910201)  2026-02-11T19:50Z [----] followers, [----] engagements


"$LPTH Earnings https://www.prnewswire.com/news-releases/lightpath-technologies-reports-fiscal-2026-second-quarter-financial-results-302685505.html https://www.prnewswire.com/news-releases/lightpath-technologies-reports-fiscal-2026-second-quarter-financial-results-302685505.html"  
[X Link](https://x.com/VASTCNC/status/2021692639868072317)  2026-02-11T21:07Z [----] followers, [---] engagements


"Always a great space. https://x.com/i/spaces/1LyxBXWQWlaGN https://x.com/i/spaces/1LyxBXWQWlaGN"  
[X Link](https://x.com/VASTCNC/status/2021752386730221857)  2026-02-12T01:05Z [----] followers, [---] engagements


"$RSP divergence from $SPY"  
[X Link](https://x.com/VASTCNC/status/2021760385091858566)  2026-02-12T01:36Z [----] followers, [---] engagements


"HT @Clarke61997337"  
[X Link](https://x.com/VASTCNC/status/2021761564840517768)  2026-02-12T01:41Z [----] followers, [---] engagements


"Utah represent. $ONDS taking an L Or has the bell not yet rung https://x.com/bmsinvests/status/2021929915600224445 https://x.com/bmsinvests/status/2021929915600224445"  
[X Link](https://x.com/VASTCNC/status/2021930522705121635)  2026-02-12T12:52Z [----] followers, [---] engagements


"$LPTH rerates $LPTH Canaccord [----] from [--] HCW [--] from [--] Canaccord analyst Austin Moeller raised the firm's price target on LightPath to $15.50 from $15 and keeps a Buy rating on the shares. The firm noted they posted a top and bottom line beat as its strong demand signals suggest growth is $LPTH Canaccord [----] from [--] HCW [--] from [--] Canaccord analyst Austin Moeller raised the firm's price target on LightPath to $15.50 from $15 and keeps a Buy rating on the shares. The firm noted they posted a top and bottom line beat as its strong demand signals suggest growth is"  
[X Link](https://x.com/VASTCNC/status/2021934284114997449)  2026-02-12T13:07Z [----] followers, [---] engagements


"RT @SpaceInvestor_D: Momentus sits at $9M market cap reflecting a severe financial situation despite a potential revenue path reaching up"  
[X Link](https://x.com/anyuser/status/2021956646843691131)  2026-02-12T14:36Z [----] followers, [--] engagements


"I wanna see the $KTOS FPV. Were proud to be selected to participate in Phase [--] Gauntlet of the Office of the @SecWar's Drone Dominance Program a live competition to evaluate advanced unmanned systems. Kratos continues advancing innovative affordable unmanned technologies to support rapid mission Were proud to be selected to participate in Phase [--] Gauntlet of the Office of the @SecWar's Drone Dominance Program a live competition to evaluate advanced unmanned systems. Kratos continues advancing innovative affordable unmanned technologies to support rapid mission"  
[X Link](https://x.com/VASTCNC/status/2021999721582391782)  2026-02-12T17:27Z [----] followers, [----] engagements


"Some more details on Volatus. Keep an eye on @Vmaxpax and @BlackScholesMan for a closer look at this play and global defense coverage in general. Ill be the first to admit Im America biased in my investments but the money being spent globally and the shifting world orders cant underestimated. These are notifications on level perspectives. $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"  
[X Link](https://x.com/VASTCNC/status/2022009016659136793)  2026-02-12T18:04Z [----] followers, [---] engagements


"$KOPN catching some Pentagon love. https://www.war.gov/News/Releases/Release/Article/4405418/dow-strengthens-domestic-production-of-critical-display-technologies/ https://www.war.gov/News/Releases/Release/Article/4405418/dow-strengthens-domestic-production-of-critical-display-technologies/"  
[X Link](https://x.com/VASTCNC/status/2022061106328744223)  2026-02-12T21:31Z [----] followers, [----] engagements


"$TAKOF Volatus interview I just noticed that dropped the other day. @Vmaxpax @BlackScholesMan https://youtu.be/bZm_KnEzWhssi=s3CQE8-KlSap0KiD https://youtu.be/bZm_KnEzWhssi=s3CQE8-KlSap0KiD"  
[X Link](https://x.com/VASTCNC/status/2022067516659671504)  2026-02-12T21:57Z [----] followers, [----] engagements


"@BussinBiotech Ive had $CRS on my watch list for a while never tempted because I rarely ball at those price levels"  
[X Link](https://x.com/VASTCNC/status/2014357199565599123)  2026-01-22T15:19Z [----] followers, [---] engagements


"For all the new guys in the back looking at $LPTH $OPTX $KRKNF and $KOPN One of these @anduriltech suppliers makes it easier to spot and also sells into primes putting them in a sweet spot between defense prime market dominance and disruptors scaling new high tech alternatives. It rhymes with might bath and you should be following @fundmyfund @BussinBiotech @pennycheck @Vmaxpax @BlackScholesMan And many more when you search the ticker. Just not the bots unless you cant spot bots you probably shouldnt be investing if you cant spot bots. We have a new(er) investor presentation from $LPTH 📣📣📣"  
[X Link](https://x.com/VASTCNC/status/2014697676751638685)  2026-01-23T13:52Z [----] followers, 13.8K engagements


"$LASR shark do do $COHR. Not sure who built it but theres a play there UPDATE (CNN): Source briefed by FAA tells me that military activity behind the El Paso flight ban included unmanned aircraft operations and laser countermeasure testing in airspace directly adjacent to civilian routes into El Paso International. Airspace restriction just lifted. https://t.co/Z9GnxkwI48 UPDATE (CNN): Source briefed by FAA tells me that military activity behind the El Paso flight ban included unmanned aircraft operations and laser countermeasure testing in airspace directly adjacent to civilian routes into"  
[X Link](https://x.com/VASTCNC/status/2021594535420137715)  2026-02-11T14:37Z [----] followers, [---] engagements


"$LPTH print it on to the next one. 9.6m. Existing Customer G5 sounds like Trust Automation. @BussinBiotech probably has some deeper details Im sure. https://www.prnewswire.com/news-releases/lightpath-technologies-receives-9-6-million-purchase-order-for-cooled-infrared-cameras-from-existing-defense-customer-302681973.html https://www.prnewswire.com/news-releases/lightpath-technologies-receives-9-6-million-purchase-order-for-cooled-infrared-cameras-from-existing-defense-customer-302681973.html"  
[X Link](https://x.com/VASTCNC/status/2020855310265508316)  2026-02-09T13:40Z [----] followers, [----] engagements


"@crux_capital_ @Vmaxpax I think the current deployed lasers are Lockheed Martin 60kw systems (HELIOS). Its only deployed on a couple destroyers. Also only been active for a few years"  
[X Link](https://x.com/VASTCNC/status/2021284900717166950)  2026-02-10T18:07Z [----] followers, [--] engagements


"How long was it shut down and what was the monetary impact HT @sweden_ukr BREAKING: The flight shutdown in El Paso is reportedly tied to U.S. military counter-drone technologies targeting Mexican cartels according to AP. BREAKING: The flight shutdown in El Paso is reportedly tied to U.S. military counter-drone technologies targeting Mexican cartels according to AP"  
[X Link](https://x.com/VASTCNC/status/2021587779126284574)  2026-02-11T14:11Z [----] followers, [---] engagements


"El Paso airport shutdown lasted for [---] hours because it was overnight I used the lower bound of an economic cost model [----] million dollars. That could buy approximately [--] $ONDS iron drone raider systems (estimate)"  
[X Link](https://x.com/VASTCNC/status/2021603446441353383)  2026-02-11T15:13Z [----] followers, [----] engagements


"Extreme environments eh (Toronto) $FLT $takof Volatus tightening the relationship with NATO https://www.globenewswire.com/news-release/2026/02/09/3234405/0/en/Volatus-Secures-Drone-Training-Contract-with-NATO-Defence-Partner.html https://www.globenewswire.com/news-release/2026/02/09/3234405/0/en/Volatus-Secures-Drone-Training-Contract-with-NATO-Defence-Partner.html"  
[X Link](https://x.com/VASTCNC/status/2021915237918880062)  2026-02-12T11:52Z [----] followers, [---] engagements


"$AVAV LOCUST. 20mw Whats this a cat toy Homeys need some $LASR https://www.axios.com/2026/02/12/el-paso-laser-weapon-locust-drone https://www.axios.com/2026/02/12/el-paso-laser-weapon-locust-drone"  
[X Link](https://x.com/VASTCNC/status/2022129337563328631)  2026-02-13T02:02Z [----] followers, [---] engagements


"Ht @Sg423Sg for passing it along. [----] national defense strategy https://media.defense.gov/2026/Jan/23/2003864773/-1/-1/0/2026-NATIONAL-DEFENSE-STRATEGY.PDF https://media.defense.gov/2026/Jan/23/2003864773/-1/-1/0/2026-NATIONAL-DEFENSE-STRATEGY.PDF"  
[X Link](https://x.com/VASTCNC/status/2014947996589555971)  2026-01-24T06:26Z [----] followers, [---] engagements


"For all the $ASTI people you should meet LISA. Another good avenue for research is Tape Spring Solar Arrays (TASSA) For constellation deployments theres a lot of interesting unfurling strategies unlocked by thin film CIGS panels. https://digitalcommons.usu.edu/cgi/viewcontent.cgireferer=&httpsredir=1&article=3361&context=smallsat https://digitalcommons.usu.edu/cgi/viewcontent.cgireferer=&httpsredir=1&article=3361&context=smallsat"  
[X Link](https://x.com/VASTCNC/status/2015517197024784596)  2026-01-25T20:08Z [----] followers, [---] engagements


"Just put everything into excel with eBay prices less than I guessed but rate of return was close. Worth of all sticks is [----] on the high [----] on the low range. Rate of return is 517% and 462% low. Ill probably fire sale below the low range and shoot for a 400% return. I have more chips in thin clients could liquidate those for another couple hundred. Wont know real returns until they are sold though. https://twitter.com/i/web/status/2015583240829149587 https://twitter.com/i/web/status/2015583240829149587"  
[X Link](https://x.com/VASTCNC/status/2015583240829149587)  2026-01-26T00:31Z [----] followers, [--] engagements


"@crux_capital_ I sold. May consider $IONQ if we get a deeper drawdown. Im interested in every line of business aside from their core Quantum Computing strategy. Capella Space Vector Atomic SkyLoom optical terminals and now Skywater. All companies I would love to own in pure plays"  
[X Link](https://x.com/VASTCNC/status/2015879824867524835)  2026-01-26T20:09Z [----] followers, [---] engagements


"American Semis https://www.whitehouse.gov/presidential-actions/2026/01/adjusting-imports-of-semiconductors-semiconductor-manufacturing-equipment-and-their-derivative-products-into-the-united-states/ https://www.whitehouse.gov/presidential-actions/2026/01/adjusting-imports-of-semiconductors-semiconductor-manufacturing-equipment-and-their-derivative-products-into-the-united-states/"  
[X Link](https://x.com/VASTCNC/status/2011619024069935237)  2026-01-15T01:58Z [----] followers, [---] engagements


"Sector rotation If theres one thing thats been crystal clear this year (so far) its that the divergence between $IWM vs $QQQ and $SPY keeps widening. https://t.co/PHqK1W762x If theres one thing thats been crystal clear this year (so far) its that the divergence between $IWM vs $QQQ and $SPY keeps widening. https://t.co/PHqK1W762x"  
[X Link](https://x.com/VASTCNC/status/2011870321670762771)  2026-01-15T18:37Z [----] followers, [---] engagements


"People looking at $KOPN right now in the pre market FURUs connecting dots after jumping into $LPTH For those new to these names $UMAC and $ONDS took strategic investments into $SPAI $LPTH and $KOPN. These are strategic moves taken last year to bolster supply chains for future demand. We are now entering the scaling game. Welcome to the party. https://twitter.com/i/web/status/2012151301132697631 https://twitter.com/i/web/status/2012151301132697631"  
[X Link](https://x.com/VASTCNC/status/2012151301132697631)  2026-01-16T13:13Z [----] followers, [----] engagements


"@pennycheck My highest conviction [----] stocks are the same as my highest conviction [----] stocks. $UMAC $ONDS $LPTH $RKLB"  
[X Link](https://x.com/VASTCNC/status/2013674851299725626)  2026-01-20T18:07Z [----] followers, [----] engagements


"$LASR love this title https://t.co/vBeHemzA3q love this title https://t.co/vBeHemzA3q"  
[X Link](https://x.com/VASTCNC/status/2013722421204000936)  2026-01-20T21:16Z [----] followers, [---] engagements


"$CACI is the next prime-ish company to watch for reporting AH today. Nice beat on Teledyne today Haven't listened to call yet but am sure it's deserved. Imo this IS the drone / counter-drone (inc subsea) "prime" and oft overlooked Only major I saw who was engaging in developing *low cost* c-uas solutions for the DoD via Replicator/DIU $tdy Nice beat on Teledyne today Haven't listened to call yet but am sure it's deserved. Imo this IS the drone / counter-drone (inc subsea) "prime" and oft overlooked Only major I saw who was engaging in developing *low cost* c-uas solutions for the DoD via"  
[X Link](https://x.com/VASTCNC/status/2014072632711454783)  2026-01-21T20:28Z [----] followers, [----] engagements


"$CACI continuing the trend away from professional services and towards products and solutions. They are deep into optical communications and counter-drone systems. Also much more growth as a prime contractor opposed to sub. Theyre stepping up. $CACI is the next prime-ish company to watch for reporting AH today. $CACI is the next prime-ish company to watch for reporting AH today"  
[X Link](https://x.com/VASTCNC/status/2014100650464846194)  2026-01-21T22:19Z [----] followers, [---] engagements


"For the $ACHR people. Edge gets 240m in contracts from the UAE. These are the guys that teamed up with Anduril and Archer for the Omen drone. Not saying Archer is getting paid here but its a thread to pull @DylanisDylan11 https://www.flightglobal.com/defence/edge-awarded-landmark-contracts-to-supply-vtol-drones-and-logistics-gyrocopter-to-uae-military/166013.article https://www.flightglobal.com/defence/edge-awarded-landmark-contracts-to-supply-vtol-drones-and-logistics-gyrocopter-to-uae-military/166013.article"  
[X Link](https://x.com/VASTCNC/status/2014312670187626743)  2026-01-22T12:22Z [----] followers, [----] engagements


"@SpaceInvestor_D Oh no. Last time I saw a company announcing a space drug play it was front running a horrendous earnings report"  
[X Link](https://x.com/VASTCNC/status/2014348370777932253)  2026-01-22T14:44Z [----] followers, [---] engagements


"$RKLB doesnt slow down. Kind of like a rocket or something. Rocket Lab launches first satellites for Open Cosmos constellation https://t.co/R3rOhF64HA https://t.co/KYvtops1fd Rocket Lab launches first satellites for Open Cosmos constellation https://t.co/R3rOhF64HA https://t.co/KYvtops1fd"  
[X Link](https://x.com/VASTCNC/status/2014411460060053940)  2026-01-22T18:54Z [----] followers, [---] engagements


"Is it making sense yet Who is the king of front running positions Who is at Davis right now Why would they take a major stake in $KOPN 6.7% You $KRKNF Krakheads and $OPTX Synps are entering a new level. $LPTH is the input yall are getting started on the outputs with Syntec but you havent looked at the most expensive component in the Bill of Materials. https://www.stocktitan.net/sec-filings/KOPN/schedule-13g-a-kopin-corp-amended-passive-investment-disclosure-4ca7d0f4c305.html"  
[X Link](https://x.com/VASTCNC/status/2014427646340563428)  2026-01-22T19:59Z [----] followers, [----] engagements


"Big reason I pulled out of the position in November is I wasnt confident in their most compared to better capitalized players in the segment. Did I lose out on a 2x on capital Yeah but I had much more confidence in the abilities of $LPTH $ONDS $UMAC and $RKLB to capitalize on [----] opportunities so I concentrated and a lot of names got chopped. Ive since bought back into $SKYT and $SHMD and still hold. Those are the chip/supply chain plays Im more confident in because I feel they have stronger moats. $ALMU Im still watching but sold out my position yesterday because I wasnt seeing it capture"  
[X Link](https://x.com/VASTCNC/status/2014735192188211608)  2026-01-23T16:21Z [----] followers, [---] engagements


"42k-62k as a CNC operator in Long Beach I know the trades are under paid but damn. Wasnt able to validate this exact job listing but saw the same rate of pay for b shift. Lead machinist makes double but also requires [--] years of experience. 20% above minimum wage for Long Beach (16.9 hourly) Why would I bring this up as an $RKLB investor Wouldnt I want them to be tight with capital Because I want employees to make a livable wage and this post doesnt say the whole story. If I believed in Rocketlab and got this job I would have been maximizing the discounted stock purchasing (likely an option"  
[X Link](https://x.com/VASTCNC/status/2014858961254777119)  2026-01-24T00:33Z [----] followers, [----] engagements


"@BlackScholesMan @Vmaxpax probably rebalancing her portfolio"  
[X Link](https://x.com/VASTCNC/status/2015886352198627346)  2026-01-26T20:35Z [----] followers, [---] engagements


"@AJeldi2 @JacobKeeton20 We can do next Tuesday if youre available. Send me a DM and we can hammer out the details or a set a later date. I got the go ahead from the boss @JacobKeeton20"  
[X Link](https://x.com/VASTCNC/status/2016228550156943591)  2026-01-27T19:15Z [----] followers, [---] engagements


"@samsAIworld Where are you getting production and cost figures Im getting a different assessment on scalability of the underlying manufacturing processes but I could be wrong. Im primarily comparing vapor deposition(zinc based) vs precision molding (chalcogenides)"  
[X Link](https://x.com/VASTCNC/status/2016241732384682384)  2026-01-27T20:07Z [----] followers, [---] engagements


"I think the competition could stress gross margins but Id like to see $LPTH make an acquisition in gimbals as a counter. Capture more of the end product BOM and your margins compound at each step. ComponentSub-AssmblyAssemblyProduct. Its the $RKLB playbook. Strategy was called out on earnings calls for both companies. https://twitter.com/i/web/status/2016256985050816527 https://twitter.com/i/web/status/2016256985050816527"  
[X Link](https://x.com/VASTCNC/status/2016256985050816527)  2026-01-27T21:08Z [----] followers, [---] engagements


"@pennycheck @terrellcamp Neros is building their own motors in Taiwan Ill put good money on them being the ones to beat for top slots. They have the performance and scale in place. We should set up a kalshi / Polymaket when the participants are announced"  
[X Link](https://x.com/VASTCNC/status/2016261905179148404)  2026-01-27T21:27Z [----] followers, [---] engagements


"And the plebs are out here talking about neutron delays and tank testing. The real $RKLB growth will continue to run in space systems. [----] satellites in space have a $RKLB logo on them. [----] satellites in space have a $RKLB logo on them"  
[X Link](https://x.com/VASTCNC/status/2016268843988222460)  2026-01-27T21:55Z [----] followers, [---] engagements


"Wait till the pew pew gets switched over to @allencontrol Bullfrog. @StevenSimoni needs to get in touch with @CeoOndas to setup the upgrade. Yeah. that is $ONDS D in Box. This one is called Iron Drone. It was also on stage during Duffy press event for FAA. Here is kick in the nuts. they are putting them on their robo-team ground USVs.can make them with new payloads that go boom boom. and those USVs https://t.co/nFNfgp6fk8 Yeah. that is $ONDS D in Box. This one is called Iron Drone. It was also on stage during Duffy press event for FAA. Here is kick in the nuts. they are putting them on their"  
[X Link](https://x.com/VASTCNC/status/2016282369905590588)  2026-01-27T22:49Z [----] followers, [---] engagements


"@MsIaboni @samsAIworld Those profiles are very basic and llm generated. The input materials may be cheaper but the manufacturing processes may make it more expensive as a finished component and less scalable. Thats why there are multiple axis on the radar range"  
[X Link](https://x.com/VASTCNC/status/2016336820540473604)  2026-01-28T02:25Z [----] followers, [--] engagements


"@Vmaxpax kind of hit the nail on the head in a space the other day. IONQ is going for more of an $ONDS or $RKLB strategy in rolling up complementary targets for ecosystem integrations. The difference I have is I have more faith in the Ondas Network Communications original core and the Rocketlab Electron rocket original core. $IONQs core quantum compute line of business I see as a loss center for atleast a few more years dragging down the potential of the overall play. Capellas Synthetic Aperture Radar systems I would have loved to see under $PL or $BKSY. Vector Atomic Im less familiar with"  
[X Link](https://x.com/VASTCNC/status/2016597946662605269)  2026-01-28T19:43Z [----] followers, [---] engagements


"HT @BuyloRen $TSLA breaking news"  
[X Link](https://x.com/VASTCNC/status/2017041884670234881)  2026-01-30T01:07Z [----] followers, [---] engagements


"@fundmyfund Only play Id consider in the SMR space is $LEU. With smaller reactors higher grade fuels is a requirement for most designs. Smaller the rod the harder the fission process becomes (more losses) so higher grade fuels like HALEU are necessary"  
[X Link](https://x.com/VASTCNC/status/2017669505380651498)  2026-01-31T18:41Z [----] followers, [---] engagements


"All the interesting EW firms are Australian or outside US. Theres some laser players and Anduril of course. As per usual most of the interesting players are private or foreign. Ibe been thinking about Coherent $COHR. They make lasers for industrial and communications but have been applied to CUAS systems but its like investing in Google because of Waymo. Yeah its cool but will it move the needle In the overall business Coherent is interesting because you get industrial exposure( laser cutting and welding) AI exposure (fiber optic interlink between GPUs) and CUAS as a lot of startups are using"  
[X Link](https://x.com/VASTCNC/status/1967942264837247302)  2025-09-16T13:22Z [----] followers, [---] engagements


"@fundmyfund Did you look into $KOPN Around Sept [--] I put in a position but sold. I was thinking it was one of the most logical targets for investment or acquisition given $UMAC s headset factory build out but like anything I had no idea of the timing"  
[X Link](https://x.com/VASTCNC/status/1972689288169939031)  2025-09-29T15:45Z [----] followers, [---] engagements


"@fundmyfund I feel called out hahah"  
[X Link](https://x.com/VASTCNC/status/1975952693341679990)  2025-10-08T15:53Z [----] followers, [--] engagements


"$DRSHF isnt done yet. https://t.co/nk5969CjeP https://t.co/nk5969CjeP"  
[X Link](https://x.com/VASTCNC/status/1980244670467932348)  2025-10-20T12:08Z [----] followers, [---] engagements


"@grok @xclusiv @elonmusk Are there off the shelf silicon anode based batteries that can be purchased retail and deliver the energy density necessary"  
[X Link](https://x.com/VASTCNC/status/1992881910360703021)  2025-11-24T09:04Z [----] followers, [--] engagements


"@BlackScholesMan @Cheekybaua I was thinking Hood Tech Vision as a likely candidate but this is interesting"  
[X Link](https://x.com/VASTCNC/status/2002477199098851662)  2025-12-20T20:32Z [----] followers, [--] engagements


"How long until $IONQ furus start notifying us about capella space and skyloom because they are feeling left out Of all the quantum shitcos thats the one u actually think has the most potential and it isnt due to quantum compute. I like $INFQ more but the time is not now"  
[X Link](https://x.com/VASTCNC/status/2003067576587596250)  2025-12-22T11:38Z [----] followers, [---] engagements


"Id been in and out but when I saw their name in the first MDA SHIELD IDIQ I grabbed a decent pile. Up 104% since that catalyst. Interesting play is their acquisition of talent from NIST in Colorado following the DOGE cuts. They arent as flashy as $INFQ $CCCX but they are moving towards next gen quantum sensing comms and PNT as well. https://twitter.com/i/web/status/2003847087104877034 https://twitter.com/i/web/status/2003847087104877034"  
[X Link](https://x.com/VASTCNC/status/2003847087104877034)  2025-12-24T15:15Z [----] followers, [---] engagements


"@Vmaxpax Austin fab ecosystem is interesting. https://www.tomshardware.com/darpa-invests-1-4-billion-to-build-texas-foundry-for-next-gen-3d-chip-integration https://www.tomshardware.com/darpa-invests-1-4-billion-to-build-texas-foundry-for-next-gen-3d-chip-integration"  
[X Link](https://x.com/VASTCNC/status/2005913855709569351)  2025-12-30T08:08Z [----] followers, [---] engagements


"$UMAC 2.1m drone components order Cc @fundmyfund https://www.accessnewswire.com/newsroom/en/aerospace-and-defense/unusual-machines-announces-2.1-million-order-for-drone-components-1127608 https://www.accessnewswire.com/newsroom/en/aerospace-and-defense/unusual-machines-announces-2.1-million-order-for-drone-components-1127608"  
[X Link](https://x.com/VASTCNC/status/2011911121167356111)  2026-01-15T21:19Z [----] followers, [----] engagements


"$TAKOF Volatus Aerospace CEO visiting @evansall at $UMAC headquarters in Florida. US + Canada can agree on drone supply chains"  
[X Link](https://x.com/VASTCNC/status/2014066398306218430)  2026-01-21T20:03Z [----] followers, [----] engagements


"@itschrisray Im wondering if $TE will just be bought and scaled by Musk & friends Either way 2nd place companies are a good bet namely because markets and customers abhor monopolies and if you are deciding to compete against Musk you dont want to direct your spend into his pocket"  
[X Link](https://x.com/VASTCNC/status/2017792022023983164)  2026-02-01T02:48Z [----] followers, [---] engagements


"@EmEyeElOh @Vmaxpax Ive been mostly In leaps myself I think itll be some time before that growth plays out. @crux_capital_ recently did a write up that captured most of the details perfectly"  
[X Link](https://x.com/VASTCNC/status/2018077783080206682)  2026-02-01T21:43Z [----] followers, [--] engagements


"From the boss $ONDS. Excited to announce this deal from Singapore. Rotron Aero brings a first-class engineering team a strong portfolio of long-range autonomous platforms and expands our footprint in the UK and NATO markets. Come see us this week at the Singapore Air Show. Excited to announce this deal from Singapore. Rotron Aero brings a first-class engineering team a strong portfolio of long-range autonomous platforms and expands our footprint in the UK and NATO markets. Come see us this week at the Singapore Air Show"  
[X Link](https://x.com/VASTCNC/status/2018360909287317578)  2026-02-02T16:28Z [----] followers, [---] engagements


"Baby ROSA Does $RDW own the toilet paper roll in a defensible manner $ASTI A few nuggets from their August presentation: - there were [--] NDAs signed in [----] - a few large constellations consisting of thousands of satellites being fielded or contemplated being fielded in the next [--] months (it's been [--] months now) - Company A is working on mega https://t.co/3PxmZUPHvm $ASTI A few nuggets from their August presentation: - there were [--] NDAs signed in [----] - a few large constellations consisting of thousands of satellites being fielded or contemplated being fielded in the next [--] months (it's been"  
[X Link](https://x.com/VASTCNC/status/2011929259284316170)  2026-01-15T22:31Z [----] followers, [----] engagements


"@DabsMalone Unusual Machines $UMAC is already on it for the drone market"  
[X Link](https://x.com/VASTCNC/status/2014324013250887754)  2026-01-22T13:07Z [----] followers, [--] engagements


"https://x.com/i/spaces/1jMJgRLYbkAGL https://x.com/i/spaces/1jMJgRLYbkAGL"  
[X Link](https://x.com/VASTCNC/status/2015141367287369816)  2026-01-24T19:15Z [----] followers, [----] engagements


"@RKLBMan @itschrisray Atomic clocks for satellite systems is still their bread and butter but they have a lot of promise for the next technology wave in PNT along with quantum sensing"  
[X Link](https://x.com/VASTCNC/status/2003838596722397358)  2025-12-24T14:42Z [----] followers, [--] engagements


"Look at NIST data on Rydberg sensors. There was a NIST lab in Boulder (Infleqtion territory) and when they got hit with Doge cuts $FEIM picked up a lot of that talent and built them a lab there. Boulder is becoming a quantum sensing hub and a half. I took my gains on $FEIM but may round trip it on a pull back. $FEIM and $INFQ ( $CCCX) are the only quantum related names I play. I probably wont round trip Infleqtion until the despac though. https://twitter.com/i/web/status/2008617304318505321 https://twitter.com/i/web/status/2008617304318505321"  
[X Link](https://x.com/VASTCNC/status/2008617304318505321)  2026-01-06T19:10Z [----] followers, [---] engagements


"I have to give credit to @Mike10947310 on $SHMD. I was looking for something in PCBs based on the Chinese risk assessment and he put it on my radar. I like BlackSky and $FEIM played them a bit on Golden Dome catalysts but no longer in them. May get back in $BKSY or $PL but Im hoping they scoop up assets and data something in Synthetic Aperture Radar (SAR). Also $LUNR is more interesting with their acquisition of Lanteris (Maxar) bringing them into the earth observation play. Im hoping for a bit more consolidation in that segment but theres so many pretty girls at prom and I cant dance with"  
[X Link](https://x.com/VASTCNC/status/2011859914822451591)  2026-01-15T17:55Z [----] followers, [---] engagements

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