# ![@ascharya108 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2569304658.png) @ascharya108 Soham

Soham posts on X about $lpth, ceo, market, $ipgp the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2569304658/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2569304658/c:line/m:interactions.svg)

- [--] Week [-----] +69%
- [--] Month [-----] +639%
- [--] Months [-------] +3,929%

### Mentions: [--] [#](/creator/twitter::2569304658/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2569304658/c:line/m:posts_active.svg)

- [--] Week [--] -66%
- [--] Month [--] +400%
- [--] Months [--] +478%

### Followers: [-----] [#](/creator/twitter::2569304658/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2569304658/c:line/m:followers.svg)

- [--] Week [-----] +0.73%
- [--] Month [-----] +0.73%
- [--] Months [-----] +1,207%

### CreatorRank: [---------] [#](/creator/twitter::2569304658/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2569304658/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  36% [stocks](/list/stocks)  30% [countries](/list/countries)  6% [cryptocurrencies](/list/cryptocurrencies)  6% [travel destinations](/list/travel-destinations)  4%

**Social topic influence**
[$lpth](/topic/$lpth) 24%, [ceo](/topic/ceo) 22%, [market](/topic/market) 12%, [$ipgp](/topic/$ipgp) #3, [data](/topic/data) 10%, [trade](/topic/trade) 10%, [play](/topic/play) #354, [defence](/topic/defence) #190, [calls](/topic/calls) #82, [$tic](/topic/$tic) 8%

**Top accounts mentioned or mentioned by**
[@benjami67298432](/creator/undefined) [@pennycheck](/creator/undefined) [@mike10947310](/creator/undefined) [@beachtrades](/creator/undefined) [@blackscholesman](/creator/undefined) [@fdcoopny](/creator/undefined) [@notstewii](/creator/undefined) [@fundmyfund](/creator/undefined) [@beach_trades](/creator/undefined) [@rosenvoldgeo](/creator/undefined) [@realvision](/creator/undefined) [@dane123612](/creator/undefined) [@ajnat7](/creator/undefined) [@kaykaykkkkssss](/creator/undefined) [@citrini7](/creator/undefined) [@bussinbiotech](/creator/undefined) [@vmaxpax](/creator/undefined)

**Top assets mentioned**
[IPG Photonics Corporation (IPGP)](/topic/$ipgp) [Acuren Corporation (TIC)](/topic/$tic) [Flowco Holdings Inc (FLOC)](/topic/$floc) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [First Solar, Inc. (FSLR)](/topic/$fslr) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Unusual Machines, Inc (UMAC)](/topic/$umac) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [Rapid Micro Biosystems, Inc.  (RPID)](/topic/$rpid)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Drone incursions over Copenhagen airport are exactly the kind of use case $IPGP is targeting. They debuted their mini system at DSEI UK in front of leading European defence primes who must now be getting calls about countering Russian drone activity. Because $IPGP is a laser veteran they have the manufacturing capabilities to be quick and affordable. Caveat is its not a pure play like $LASR or $EOS.ax - many other things can drive the stock. But thats also why it potentially offers more value as the market is yet to view it as defence. Can $IPGP be a serious defence player They seem to be"  
[X Link](https://x.com/anyuser/status/1970510054848606470)  2025-09-23T15:26Z [----] followers, [----] engagements


"As data centres rush to natural gas and LNG exports ramp who benefits Despite drill baby drill E&Ps have favoured extracting more from existing assets (OpEx) than drilling new ones (CapEx). $FLOC should benefit meaningfully in this backdrop with market leading oilfield tech and operations in every major US basin. Flowco has a 50% market share in Vapour Recovery Units which capture extra high value gas for sale. Payback period is [--] months (). Secondary benefit is methane abatement which fits a longer term (post-Trump) climate need that will be emphasised at COP30. Their core business High"  
[X Link](https://x.com/anyuser/status/1984282564643709102)  2025-10-31T15:33Z [----] followers, [----] engagements


"I still like $IPGP as a sleeper counter-UAS play with its cost-efficient CROSSBOW laser system. CEO just revealed: 1) Active talks with multiple customers 2) Dedicated production/customer hub in Huntsville and 3) Focus on apps like airport protection (see below) - a niche distinct from other high energy military-focused laser players Highlighting this in prepared remarks at earnings + setting up a defence facility in a new location shows $IPGP isn't treating CROSSBOW as a side project. I suspect once they land a contract markets may start pricing them like a defence player Drone incursions"  
[X Link](https://x.com/anyuser/status/1985746814608331157)  2025-11-04T16:31Z [----] followers, [----] engagements


"Signals from $FLOC earnings. Nat gas systems still soft but CEO hinted at bottoming - expects a rebound next quarter. For the first time he openly flagged the data centre tailwind declaring hes as optimistic if not more based on fundamentals of nat gas buildout. VRUs are becoming ubiquitous due to undeniable economics. But the real tell came in response to buyback questions. With a wry laugh: as we looked at our internal opportunities it became increasingly clear that were undervalued so we leaned into buybacks and will keep doing so until the market catches up". From a typically"  
[X Link](https://x.com/anyuser/status/1986081625218678979)  2025-11-05T14:42Z [----] followers, [----] engagements


"With uranium prices climbing and US gov investments in critical minerals Im surprised$EUhasnt soared to highs like$UECor$UUUU. Its the largest US-based uranium producer using ISR extraction yet gets little coverage (FinTwit + PMs I messaged were unaware). Feels under-the-radar possible catch-up candidate Stock was cut in half early last year after an abrupt CEO departure and some sketchy financial reporting but those concerns seem to be in rearview. Havent gone super deep (cant find transcripts anywhere) so I welcome other views https://twitter.com/i/web/status/2016539851970019601"  
[X Link](https://x.com/ascharya108/status/2016539851970019601)  2026-01-28T15:52Z [----] followers, [----] engagements


"Nice to see @BlackScholesMan pick $IPGP up too. I've stayed invested as it's quietly ground higher. Remains a sleeper directed energy play that could reprice from industrial defence. New CEO seems committed to push the segment with a dedicated Huntsville facility. It can craft a unique positioning with cost-effective small systems It's early and still a small part of biz. But as $IPGP's core business inflects it could present a lower risk way to play directed energy Haven't talked about it yet but I've been picking up $IPGP. If you listen to the primes earnings they are clearly feeling the"  
[X Link](https://x.com/ascharya108/status/2016560645471117809)  2026-01-28T17:14Z [----] followers, [----] engagements


"$TIC feels decent value here. Sold off with the market but fundamentals havent changed. In fact possible tailwind if the US is serious about mining rare earths"  
[X Link](https://x.com/anyuser/status/1978115153720701352)  2025-10-14T15:06Z [----] followers, [----] engagements


"Todays theme: Stellar earnings overshadowed by market-wide risk-off. $AMPX and $RPID - two Ive liked for a while - posted knockout quarters only to be yanked back by Mr Markets mood swings. Fine by me sir. Presents a nice setup (assuming u dont think it's game over)"  
[X Link](https://x.com/anyuser/status/1986842715674583082)  2025-11-07T17:06Z [----] followers, [---] engagements


"Impressive for $IPGP to hold a 30% post-earnings gain on a red tape. Even more interesting: move looks driven by core business inflection as nothing materially new was said about directed energy. As directed energy enters mainstream the setup is there for a further rerate as narrative on IPGP transitions from ISM beta next gen defence player I still like $IPGP as a sleeper counter-UAS play with its cost-efficient CROSSBOW laser system. CEO just revealed: 1) Active talks with multiple customers 2) Dedicated production/customer hub in Huntsville and 3) Focus on apps like airport protection (see"  
[X Link](https://x.com/ascharya108/status/2022001845489524913)  2026-02-12T17:36Z [----] followers, [----] engagements


"Lots to like about $LPTH biggest ever PO. The shear size. Germanium shortage reference. Global customer. Critically tho the order is for their cameras. This validates their strategic transition from components to systems - a tough ask that many companies fail at. Huge strategic financial and narrative win. More to come. LightPath shares rose 23% after securing an $18.2M order for advanced infrared camera systems from a leading global tech customer scheduled for delivery in [----]. An additional agreement could bring up to $ 22M in [----] orders potentially totaling $ 40M over two years. CEO Sam"  
[X Link](https://x.com/anyuser/status/1963249487574430115)  2025-09-03T14:35Z [----] followers, [----] engagements


"@RosenvoldGeo Thanks Mikkel. India & BRICS may be an exception here as they unite against tariffs. India is still buying oil and Putin is now planning a visit to India. Could this balance lost influence elsewhere https://www.reuters.com/world/india/russia-india-talk-up-strategic-partnership-after-trump-tariff-hike-2025-08-07/ https://www.reuters.com/world/india/russia-india-talk-up-strategic-partnership-after-trump-tariff-hike-2025-08-07/"  
[X Link](https://x.com/ascharya108/status/1953752421827789175)  2025-08-08T09:37Z [--] followers, [---] engagements


"Tempting to see meme stock mania and call a top. But: - AAII readings right at historical avg - Liquidity remains strong for next few months (see @realvision) - Institutions & increasingly retail are picking tops Minor pullbacks sure. Peak euphoria Not for me"  
[X Link](https://x.com/anyuser/status/1948399813097083127)  2025-07-24T15:08Z [----] followers, [---] engagements


"Tailwinds for $LPTH just keep growing. Initially I liked it as a trade war play - China controls 90% of Germanium and banned exports to US. $LPTH exclusively licenses an alternative (BlackDiamond) from US Navy. Still holds true (& ban will likely stay) but now the upside is: [--]. Incredible partnerships: financially backed by DoD - this likely opened doors to customers like $LHX $RTX and recently Anduril () [--]. Hot narrative beta: drones (increasing focus area) European defence spend (via Latvia facility) + potential Golden Dome (mates with $LHX & Anduril.) [--]. Tech moat: BD outperforms Germanium"  
[X Link](https://x.com/anyuser/status/1950544628379275355)  2025-07-30T13:10Z [----] followers, [----] engagements


"Huge beats from $RUN & $FSLR once more proves economics trumps political narrative. Solar + storage remains cheaper than most fossil fuels even without tax credits (see Lazard LCOE report). Critically now its also quicker to deploy than new nuclear or gas. A longer term solar basket (esp. utility-scale) at these cyclical lows could be attractive. Nearer term catchup trade for $SOL or $SPWR (whos eccentric CEO boldly celebrated the credit repeal: https://investors.sunpower.com/news-releases/news-release-details/ceo-tj-rodgers-solar-itc-loss"  
[X Link](https://x.com/anyuser/status/1953761948484485603)  2025-08-08T10:15Z [----] followers, [---] engagements


"$LPTH has some under-the-radar catalysts that could be uncovered at tmo's conference or Sept [--] earnings: [--] Golden Dome (their multispectral capabilities fit nicely here) [--] Counter-UAS progress [--] Anduril relationship Hoping to get colour on at least two of them"  
[X Link](https://x.com/anyuser/status/1955358327216525743)  2025-08-12T19:58Z [----] followers, 16.1K engagements


"Lack of dip buying may be explained by seasonally low retail volume in Aug (cheeky summer holiday spending my post-lib day gains). I feel a blow-off top is yet likely precisely because everyone is calling a top now. We tend to peak on greed rather than fear"  
[X Link](https://x.com/anyuser/status/1958790551681270047)  2025-08-22T07:17Z [----] followers, [---] engagements


"Underrated pick-and-shovel to "AI Supremacy" is mandatory engineering services - think design testing certification etc. Deregulation is a catalyst as these guys clip rent from all data center grid energy projects. $TIC just acquired NV5 to create a $2B rent clipping beast. Strong additive merger + booming end-markets + anti-cyclical + modest valuation"  
[X Link](https://x.com/anyuser/status/1961062701863452753)  2025-08-28T13:45Z [----] followers, 11.8K engagements


"Every industry expert I've heard from has said $TIC & NV5 merger is incredibly complementary. Mgmt in last earnings suggested their own synergy guidance was "frankly conservative". Now they reiterate "meaningful synergies both on the cost side and in go-to-market strategies will be apparent in [----] and beyond". This timeline feels fair to me so I'm largely glazing over FY25 guidance tl;dr -14% selloff at open is unwarranted (not investment advice) $TIC announced Q3'25 & FY25 guidance: Q3'25 Revenue: $460mm - $480mm ($470mm mdpt) Q3'25 EBITDA: $75mm - $80mm ($87.5mm mdpt) FY25 Revenue: $1530mm"  
[X Link](https://x.com/anyuser/status/1973025748261765255)  2025-09-30T14:02Z [----] followers, [----] engagements


"Not to mention CEO saying "we're expecting to grow hundreds of millions of dollars in those spaces""  
[X Link](https://x.com/anyuser/status/1985765888369242387)  2025-11-04T17:47Z [----] followers, [---] engagements


"@fundmyfund @FD_coop_NY @NotStewii They do altho u are right its not for the CTSE program that LightPath flagged https://www.anduril.com/article/anduril-deploys-300th-autonomous-surveillance-tower-ast-advancing-capability-for-border-security/ https://www.anduril.com/article/anduril-deploys-300th-autonomous-surveillance-tower-ast-advancing-capability-for-border-security/"  
[X Link](https://x.com/anyuser/status/1988560645512397009)  2025-11-12T10:52Z [----] followers, [--] engagements


"@FD_coop_NY @NotStewii Sure - Anduril logo spotted on feb investor day ppt. There's [--] surveillance towers players: Anduril $ESLT $LMT. Sam now said they work with of them. We already knew $LPTH x Elbit. So that's gotta be the Anduril link"  
[X Link](https://x.com/ascharya108/status/1988394230637805858)  2025-11-11T23:51Z [----] followers, [---] engagements


"@pennycheck U can't do serious counter-UAS without optics. And soon they'll say - you can't do optics with Germanium"  
[X Link](https://x.com/ascharya108/status/1960337862634647841)  2025-08-26T13:45Z [----] followers, [---] engagements


"@Mike10947310 Cheers Mike"  
[X Link](https://x.com/ascharya108/status/1968701511573111172)  2025-09-18T15:39Z [----] followers, [---] engagements


"@Dane123612 We need to see some detailed guidance on post-merger synergies financials strategy. Markets getting impatient"  
[X Link](https://x.com/ascharya108/status/1986417153822638092)  2025-11-06T12:55Z [----] followers, [---] engagements


"@FD_coop_NY @NotStewii Seems like the enigmatic Anduril is not allowing them to"  
[X Link](https://x.com/ascharya108/status/1988562013497258199)  2025-11-12T10:58Z [----] followers, [--] engagements


"Alrighty back after a brief hiatus. Spent the last few weeks observing markets from a distance - feeling far less comfortable owning high beta. Not a fun thing to say on Fintwit like bringing a keg of water to a house party. But by night end that keg might have a queue. Focusing on antifragile assets and special sits with more idiosyncratic upside beyond $IWM strength (to the extent thats possible in a correlated tape.) https://twitter.com/i/web/status/2016524117504041230 https://twitter.com/i/web/status/2016524117504041230"  
[X Link](https://x.com/ascharya108/status/2016524117504041230)  2026-01-28T14:49Z [----] followers, [---] engagements


"This is a great point which makes $FSLR price action even more curious. It's leading the decline across solar stocks yet presents best relative opportunity amidst elevated silver prices as its Thin film CdTe modules are effectively silver free. If it's purely BMO downgrade related a dip for the solar bulls to consider Is the street finally figuring out the catalyst high silver costs brings for $FSLR The biggest knock on them has been no moat in the highly competitive solar space. But that ends now They use a different tech without significant silver. So while others will see margins"  
[X Link](https://x.com/ascharya108/status/2016900535845032163)  2026-01-29T15:45Z [----] followers, [----] engagements


"@beach_trades Definitely leaning into drones more and more. CEO met with Unusual Machines last week"  
[X Link](https://x.com/anyuser/status/1950547105967489056)  2025-07-30T13:20Z [----] followers, [--] engagements


"*Holds breath* dare I say $TLT here While all eyes are on FOMC Bessent is directly pressuring long yields by stuffing the short end. Unlike stocks bonds take their time. Yields fell over several months after Yellen began her stealth QE. I suspect the same could begin after we dissect Powell's punctuation tonight"  
[X Link](https://x.com/anyuser/status/1950571831829602561)  2025-07-30T14:58Z [----] followers, [---] engagements


"@Mike10947310 @pennycheck @beach_trades Good catch Beach. Reduction is likely rebalancing as hes owned it since Jan '23. The PM historically loves special sits ✅ value ✅ underfollowed ✅ much more to come from $LPTH"  
[X Link](https://x.com/anyuser/status/1956327023099433157)  2025-08-15T12:08Z [----] followers, [---] engagements


"@beach_trades @Mike10947310 @pennycheck Huge. Any intel on $LMT's probability w NGSRI Seems like a toss up curious if u know more I'd add these aren't make or break as they have [--] other bids for $10M+ programs. Each feels like a call option on top of secular growth (and I hope Mr Market agrees.)"  
[X Link](https://x.com/anyuser/status/1956337050048708970)  2025-08-15T12:47Z [----] followers, [---] engagements


"@pennycheck Nice framing. I'd add Golden Dome too - CEO should shout it out for first time at upcoming earnings. Missile detection is where their tech moat (multispectral imaging) comes to life"  
[X Link](https://x.com/anyuser/status/1959971322139709886)  2025-08-25T13:29Z [----] followers, [---] engagements


"Stellar price action from $LPTH with a channel breakout that takes out the previous high. All before the CEO bangs the drum of Counter-UAS Golden Dome Germanium shortages and Anduril at earnings"  
[X Link](https://x.com/anyuser/status/1960336193209471473)  2025-08-26T13:39Z [----] followers, [----] engagements


"What Im monitoring: - Data centre deals that include power delivery support - Upward revision to $20M cost synergy estimate - Post-merger deleveraging - Geospatial recovery"  
[X Link](https://x.com/anyuser/status/1961063119318339699)  2025-08-28T13:47Z [----] followers, [----] engagements


"Hegseths counter-drone task force ushers the next leg of the defence trade. My fav picks: $LPTH: under-the-radar; IR optics are used in every c-UAS detection system $AVAV (via BlueHalo): full breadth of c-UAS solutions across detection (IR/RF) soft kill (jamming) and hard kill (laser and missile); shortlisted for US Armys next gen c-UAS missile w $RTX $IPGP: laser veteran; just launched an HEL that's being used by $LMT Who Im avoiding - $ONDS (I just struggle to believe a net is the answer) $EOS.ax (non-US) Primes & $PSN (immaterial for them) $LASR (kicking myself for not entering earlier.)"  
[X Link](https://x.com/anyuser/status/1961425723450675314)  2025-08-29T13:48Z [----] followers, [----] engagements


"@pennycheck @beach_trades @BlackScholesMan @Mike10947310 Cheers @pennycheck. Credit to u too for your trademark ability to hone in on key issues dig super deep and amplify the message"  
[X Link](https://x.com/anyuser/status/1963577918455517219)  2025-09-04T12:20Z [----] followers, [---] engagements


"If the future of war is cheap drones expensive missiles are poor counters. Lasers with $1 cost per shot seem more likely. This is starting to catch a narrative but less discussed are the layers of directed energy architecture which uncovers an exciting stock. The instinctive thought is strategic lasers that act like a big shield. Large mounted high power lasers on tanks and ships to defend large areas. $LASR and $EOS.ax are likely winners here. A less talked about layer is more tactical/portable like a guard dog". Small low power battery-enabled lasers at bases airports or power plants. This"  
[X Link](https://x.com/anyuser/status/1965098472186454109)  2025-09-08T17:02Z [----] followers, [----] engagements


"Sentiment strikingly bearish amidst a dovish fed PMI inflection and muted tariff-related inflation. Queue the face-ripping melt up rally One of the hardest things in investing is separating long & short term views. Is Lisa Cook saga worrying Yes. Is dollar dominance facing novel pushback Yes. Debt political violence jobs valuations etc. Keep these in mind and be ready to flip once everyone thinks we're in the clear"  
[X Link](https://x.com/anyuser/status/1966503628379963485)  2025-09-12T14:06Z [----] followers, [----] engagements


"So $LPTH has a huge competitor in the name of Teledyne FLIR. $LPTH used to be all about slowly chipping away share from FLIR in niche applications. But these investments show they have legit differentiation with their proprietary materials. Diversify away from Germanium ✅ and unlock new applications (like drones) due to reduced size/weight ✅. The other one is multispectral capabilities which is better for Golden Dome. Impressive momentum I'm sure Sam is looking forward to the earnings call $LPTH $ONDS $UMAC LightPath Announces $8.0 Million Strategic Investment from Ondas Holdings and Unusual"  
[X Link](https://x.com/anyuser/status/1967586146931634498)  2025-09-15T13:47Z [----] followers, [----] engagements


"Nice to see investors catching onto $TIC. "Boring" companies can be incredibly compelling when they offer cheap ways to gain exposure to mega trends like data centres grid nuclear re-industrialisation. $TIC is silently right in the thick of it all Underrated pick-and-shovel to "AI Supremacy" is mandatory engineering services - think design testing certification etc. Deregulation is a catalyst as these guys clip rent from all data center grid energy projects. $TIC just acquired NV5 to create a $2B rent clipping beast. Underrated pick-and-shovel to "AI Supremacy" is mandatory engineering"  
[X Link](https://x.com/anyuser/status/1968685918564364769)  2025-09-18T14:37Z [----] followers, [----] engagements


"Highly recommend not just reading but actually listening to audio of earnings calls (free on Quartr). $LPTH CEO Sam has always struck me as quite measured and pragmatic - a far cry from many stock pumping CEOs we see today. Yesterdays earnings transcript reads as positive but its his tone in the audio that reveals the true sense of triumph. And I (along with his 4x backlog) believe him Thankfully as was the case with $FEIM a few weeks ago we were gifted a knee-jerk surface-read sell off to buy into. Aftermarket -16% to +6% at open. Gotta love headline-driven microcap mispricing"  
[X Link](https://x.com/anyuser/status/1971571190469673323)  2025-09-26T13:42Z [----] followers, [----] engagements


"$LPTH the gift that keeps giving just crossed $10. Fortunate to have entered at $2.42 riding the narrative waves from defence to counter-UAS and now rare earths. Special shoutout @beach_trades who's been on it even longer than I. And credit @pennycheck and @Mike10947310 for deepening my conviction in it Tailwinds for $LPTH just keep growing. Initially I liked it as a trade war play - China controls 90% of Germanium and banned exports to US. $LPTH exclusively licenses an alternative (BlackDiamond) from US Navy. Still holds true (& ban will likely stay) but now the upside is: Tailwinds for"  
[X Link](https://x.com/anyuser/status/1978143402102554975)  2025-10-14T16:58Z [----] followers, 24.1K engagements


"@AJNat7 fair call out - "story hasn't changed" is prob a more apt descriptor. Regardless market largely shrugged off private placement news so the recent decline seems more market-wide risk-off"  
[X Link](https://x.com/anyuser/status/1978175685572133089)  2025-10-14T19:06Z [----] followers, [---] engagements


"@KayKayKkkkssss Yh mostly thematic rn. But beyond NV5's geospatial I think Acuren's asset integrity services could apply too. If we see huge CAPEX boom (big tbd) TIC could push to clip rent from those projects. They already operate in areas where $MP and $UUUU have projects"  
[X Link](https://x.com/anyuser/status/1978363381544292406)  2025-10-15T07:32Z [----] followers, [---] engagements


"I'm with Mike on thinking it's too early to call a top with sentiment so strikingly negative ISM [--] and Midterm run-it-hot dynamics Nevertheless I've found myself with [--] positions that give me great deal of comfort in managing near term vol: TLT Calls: with gold trading as beta treasuries acting once more as flight to safety GLD Puts: creative hedge in a crowded trade that's due a pullback credit @Citrini7 for the idea NVDA Puts: in case Aegaeon spooks markets Here is a counter argument for a market top there is a future where the catalyst path for the market is very strong: Negativity is"  
[X Link](https://x.com/anyuser/status/1980632849532268952)  2025-10-21T13:50Z [----] followers, [----] engagements


"@BussinBiotech Q3 this yr (Sept 25) was a week later than last yr (Sep 19) to make room for $ONDS & $UMAC investment Following similar cadence I think we should expect PR announcement this week. Into next week it may start getting sus (probs in a good way)"  
[X Link](https://x.com/anyuser/status/1985378856279159015)  2025-11-03T16:09Z [----] followers, 14.8K engagements


"So we have [--] Abating risks: final stages of shutdown no more tariff surprises [--] Decent (enough) macro: solid earnings strong PMI services doveish-ish fed [--] Sentiment in the toilet Feels like decent r/r to start nibbling on core positions"  
[X Link](https://x.com/anyuser/status/1986522304797647266)  2025-11-06T19:53Z [----] followers, [---] engagements


"My learnings from $LPTH Q1 [--] Earnings [--]. Anduril mystery solved - $LTPH's working with them (and Elbit) on surveillance towers a $100M near-term opportunity [--]. NGSRI tea leaves - surely they know something about winning NGSRI Sam was at pains to note his very bullish view was just based on public info. When you build a dedicated facility and have the audacity to joke that it'd be stressful to leave idle this doesnt strike me as a pure gamble [--]. Beyond Germanium - customers are buying Black Diamond for its performance; the Germanium ban just woke them up to a better product"  
[X Link](https://x.com/anyuser/status/1988384248617988463)  2025-11-11T23:12Z [----] followers, [----] engagements


"On $LPTH x Anduril - this analysis is right. The [--] primes awarded on CTSE are ATSC GD Elbit (not Anduril). We already knew $LPTH worked with Elbit. Now they reiterated work with a 2nd prime customer which expands the border opportunity to $100M. That fortunately or unfortunately leaves the Anduril mystery unsolved and an exciting untapped catalyst for $LPTH to unveil one day For anyone wondering about Anduril link validity - see Feb Investor Day deck and various old tweets of people emailing their IR to confirm it @ascharya108 Not knocking the analysis. Trying to clarify. Here's my"  
[X Link](https://x.com/anyuser/status/1988562900630290854)  2025-11-12T11:01Z [----] followers, [----] engagements


"@fundmyfund News article was linked by Elbit IR when they won the award https://www.defensedaily.com/cbp-awards-new-surveillance-tower-contracts-to-atsc-gd-elbit/homeland-security/ https://www.defensedaily.com/cbp-awards-new-surveillance-tower-contracts-to-atsc-gd-elbit/homeland-security/"  
[X Link](https://x.com/anyuser/status/1988585120530653207)  2025-11-12T12:30Z [----] followers, [---] engagements

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