# ![@pennycheck Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1711713978.png) @pennycheck TheUndefinedMystic

TheUndefinedMystic posts on X about in the, $lasr, the most, acquisition the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1711713978/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1711713978/c:line/m:interactions.svg)

- [--] Week [-------] -40%
- [--] Month [---------] +16%
- [--] Months [----------] +120%
- [--] Year [----------] +51%

### Mentions: [--] [#](/creator/twitter::1711713978/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1711713978/c:line/m:posts_active.svg)

- [--] Week [--] -35%
- [--] Month [---] +6.80%
- [--] Months [-----] +37%
- [--] Year [-----] +49%

### Followers: [------] [#](/creator/twitter::1711713978/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1711713978/c:line/m:followers.svg)

- [--] Week [------] +0.69%
- [--] Month [------] +6.30%
- [--] Months [------] +33%
- [--] Year [------] +52%

### CreatorRank: [------] [#](/creator/twitter::1711713978/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1711713978/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  20.18% [finance](/list/finance)  18.35% [technology brands](/list/technology-brands)  11.93% [countries](/list/countries)  7.34% [cryptocurrencies](/list/cryptocurrencies)  3.67% [social networks](/list/social-networks)  2.75% [currencies](/list/currencies)  0.92% [musicians](/list/musicians)  0.92% [automotive brands](/list/automotive-brands)  0.92%

**Social topic influence**
[in the](/topic/in-the) 7.34%, [$lasr](/topic/$lasr) #1, [the most](/topic/the-most) 5.5%, [acquisition](/topic/acquisition) #1415, [kalshi](/topic/kalshi) #63, [future](/topic/future) 4.59%, [ceo](/topic/ceo) #1015, [systems](/topic/systems) #242, [stocks](/topic/stocks) #982, [ai](/topic/ai) 3.67%

**Top accounts mentioned or mentioned by**
[@vmaxpax](/creator/undefined) [@memely](/creator/undefined) [@grok](/creator/undefined) [@kingtutcap](/creator/undefined) [@caronpolymarket](/creator/undefined) [@polymarket](/creator/undefined) [@fd_coop_ny](/creator/undefined) [@somecuriousgirl](/creator/undefined) [@quujournal](/creator/undefined) [@bobbyheard](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@tomchatafitness](/creator/undefined) [@dustin051917](/creator/undefined) [@keer2cos](/creator/undefined) [@erictheumpire](/creator/undefined) [@jaytodd2](/creator/undefined) [@jacobkeeton20](/creator/undefined) [@mike10947310](/creator/undefined) [@tedwilliams1930](/creator/undefined) [@medstrades](/creator/undefined)

**Top assets mentioned**
[nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [CS Disco, Inc. (LAW)](/topic/$law) [Arteris, Inc. (AIP)](/topic/$aip) [Unusual Machines, Inc (UMAC)](/topic/$umac) [Ameresco, Inc. (AMRC)](/topic/$amrc) [Oklo Inc. (OKLO)](/topic/$oklo) [Redwire Corporation (RDW)](/topic/$rdw) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Glimpse Group, Inc. (VRAR)](/topic/$vrar) [Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [SATS (Ordinals) (SATS)](/topic/$sats) [Unity Software Inc. (U)](/topic/$u) [Assured Guaranty, LTD (AGO)](/topic/$ago) [GameStop, Corp. (GME)](/topic/$gme) [Wormhole (W)](/topic/$w) [ADT, Inc. (ADT)](/topic/$adt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The acquisition of Groq is a massive bet on SRAM which is on-chip memory. The next obvious evolution is on-chip light and there is only one company in the world that has patented that technology and is ready to scale"  
[X Link](https://x.com/pennycheck/status/2004609284341121228)  2025-12-26T17:44Z 43.2K followers, 38.2K engagements


"@SixSigmaCapital @planert41 Some great ideas Still think any true contrarian [----] lost has include paypal as well"  
[X Link](https://x.com/pennycheck/status/2013090462148526273)  2026-01-19T03:25Z 43.2K followers, [----] engagements


"@Oriol_Mad Im focused on the picks and shovels with the bottlenecks They win across the board"  
[X Link](https://x.com/pennycheck/status/2018773019988984082)  2026-02-03T19:46Z 43.2K followers, [----] engagements


"Certified FURU"  
[X Link](https://x.com/pennycheck/status/2019554603759698327)  2026-02-05T23:31Z 43.2K followers, [----] engagements


"In case it couldn't be more clear what happened last night $lasr DEFEND THE HOMELAND https://t.co/WCUZ6uxwei DEFEND THE HOMELAND https://t.co/WCUZ6uxwei"  
[X Link](https://x.com/pennycheck/status/2021594018417684935)  2026-02-11T14:35Z 43.2K followers, 18.2K engagements


"We need a kalshi market on whether $LASR technology was involved here ASAP The El Paso NOTAM also encompassed a very specific area of New Mexico which is very near NASA's White Sands Test Facility. The official story is now that "counter drone" operations involving some brand new laser shoot down technology was used My UFO radar is going off https://t.co/vw5pW3eMsB The El Paso NOTAM also encompassed a very specific area of New Mexico which is very near NASA's White Sands Test Facility. The official story is now that "counter drone" operations involving some brand new laser shoot down"  
[X Link](https://x.com/pennycheck/status/2021601743604191318)  2026-02-11T15:06Z 43.2K followers, 10.7K engagements


"$AMRC Absolute blow out quarter And the earnings call was even more bullish on the future / our thesis of AMRC best positioned for the new electric grid transformation/ energy infra revolution. Total project backlog hit a record $5.1 BILLION (first time ever exceeding this milestone) with 16% growth plus contracted backlog surged 46% year-over-year to $2.4 billion. Including recurring O&M and operating assets total revenue visibility now stands at almost $10 BILLION"  
[X Link](https://x.com/pennycheck/status/1952540596591083947)  2025-08-05T01:22Z 43.1K followers, [----] engagements


"Looking for stocks with a clearly defined catalyst before years end that would give a high probability for the stock double. Please list ticker and catalyst If we get [--] solid entries I'll reveal the [--] I've identified. Feel free to RT for more exposure to generate more high alpha ideas"  
[X Link](https://x.com/anyuser/status/1962166554142913010)  2025-08-31T14:52Z 43.1K followers, 39.8K engagements


"$CODI @arnoldmagtech news https://www.arnoldmagnetics.com/blog/arnold-magnetic-technologies-announces-strategic-supply-agreement-for-rare-earth-materials-with-solvay-and-less-common-metals/ https://www.arnoldmagnetics.com/blog/arnold-magnetic-technologies-announces-strategic-supply-agreement-for-rare-earth-materials-with-solvay-and-less-common-metals/"  
[X Link](https://x.com/pennycheck/status/1995887628290334792)  2025-12-02T16:07Z 43.1K followers, [----] engagements


"@BlackScholesMan also $RKLB and merlin labs $BACQ"  
[X Link](https://x.com/pennycheck/status/1996280401682423953)  2025-12-03T18:08Z 43.2K followers, [----] engagements


"Once the market stops viewing $RDW as a stock representing the value of a company and rather a proxy for sentiment towards the needs of space based data centers to fuel the AI revolution it will 10X (Yes I am aware how crazy that sounds) (Yes I am aware the ceo is trash) (Yes I am serious) Once the market stops viewing $OKLO as a stock representing the value of a company and rather a proxy for sentiment towards the needs of SMRs to fuel the AI revolution it will 10X Yes I am fully aware of how ridiculous that sounds Yes I am 100% serious Once the market stops viewing $OKLO as a stock"  
[X Link](https://x.com/pennycheck/status/1997709963192353036)  2025-12-07T16:49Z 43.1K followers, 73.2K engagements


"2026 setting up to be the yr of commercial and consumer drones if your tired of hearing this from me put me on mute for the next [--] months $AMZN AMAZON PUSHES FOR SAFE AND EXPANDED DRONE DELIVERY WITH ENHANCED STANDARDS IN FAA'S PROPOSED REGULATIONS $AMZN AMAZON PUSHES FOR SAFE AND EXPANDED DRONE DELIVERY WITH ENHANCED STANDARDS IN FAA'S PROPOSED REGULATIONS"  
[X Link](https://x.com/pennycheck/status/1998432692048740419)  2025-12-09T16:40Z 43.2K followers, 15.3K engagements


"@mnovak44434043 Currently AMBA over LASR then $hmd top [--] LT holds"  
[X Link](https://x.com/pennycheck/status/2001026616013791415)  2025-12-16T20:28Z 43.1K followers, [---] engagements


"2026 New emerging themes we've covered for sub so far. More to come [--]. Commercial + Consumer Drones (not defense) 2.Orbital Compute [--]. Agentic Commerce Tail Risk Mega Theme [--]. Q-Day- Short crypto Long Gold Silver + Quantum"  
[X Link](https://x.com/pennycheck/status/2003218097797497339)  2025-12-22T21:36Z 43.2K followers, 11.1K engagements


"One of the most important thing to understand in today's markets is the value and multiple true one of one companies bring to the table. You cannot factor it's multiple by any mathematical equation. It's the reason so many sharp and intelligent short sellers got absolutely cooked time and time again over and over on $ASTS and $RKLB all the way up. True one of ones in emerging + defining technologies are very simply not trading based on next quarters revenue expectations and obviously not on last quarters. What multiple can you give $LASR when it delivers a 1MW laser weapon to the US Army The"  
[X Link](https://x.com/pennycheck/status/2003868419993514037)  2025-12-24T16:40Z 43K followers, 26K engagements


"The next massive catalyst for commercial drones is the passing of part [---] . It is game changer specifically for autonomous drones and even more specifically for streamline drone delivery. This is what it does : (confirmed but still ai slop below) Part [---] = the future rulebook for large-scale industrial and autonomous drone operations. Its core purpose is to: Allow routine BVLOS flights Support fleet-scale operations Enable automation and autonomy Move drones from pilots-with-visual-contact to systems-based safety Why Part [---] Exists Under current law: Part [---] requires visual line of sight"  
[X Link](https://x.com/pennycheck/status/2009020472239743384)  2026-01-07T21:53Z 43.2K followers, 11.3K engagements


"$VRAR is spinning out their defense company in Q1 they've bagged some legit defense contracts in the past few months and is a micro @Vmaxpax's $CODA is really intriguing $KITT - have not yet been able to really deep dive this but some interesting LinkedIn alpha going around x recently https://twitter.com/i/web/status/2009323035707498677 https://twitter.com/i/web/status/2009323035707498677"  
[X Link](https://x.com/pennycheck/status/2009323035707498677)  2026-01-08T17:55Z 43.2K followers, [----] engagements


"Cerebras is $WYFI main costumer WSJ: OpenAI struck a deal with Cerebras to buy up to [---] MW of computing capacity over [--] years worth more than $10 Billion to run ChatGPT responses. Cerebras says its inference chips can deliver faster replies than $NVDA. Sam Altman is a personal investor. https://t.co/srmCUH50mW WSJ: OpenAI struck a deal with Cerebras to buy up to [---] MW of computing capacity over [--] years worth more than $10 Billion to run ChatGPT responses. Cerebras says its inference chips can deliver faster replies than $NVDA. Sam Altman is a personal investor. https://t.co/srmCUH50mW"  
[X Link](https://x.com/pennycheck/status/2011530977382912418)  2026-01-14T20:08Z 43.1K followers, 20K engagements


"$KDEF This missile is developed and manufactured by Hanwha. South Korea is the new silicon valley for defense. Growing from euro demand and us ship building demand. Some small caps positioned well here as well. Ballistic Missile With Absolutely Massive Bunker-Buster Warhead Fielded By South Korea: Report The mysterious Hyunmoo-5 short-range ballistic missile is estimated to carry a monstrous conventional warhead weighing over [-----] pounds. Story: https://t.co/JVtpHWwwo8 Ballistic Missile With Absolutely Massive Bunker-Buster Warhead Fielded By South Korea: Report The mysterious Hyunmoo-5"  
[X Link](https://x.com/pennycheck/status/2013299945495843035)  2026-01-19T17:18Z 43.1K followers, 22.2K engagements


"$IRDM Becomes extremely important in the near term if you need comms in the arctic. The only truly global solution available for now . (yes spacemob i know i know no need to reply) As a side note recently learned they helped draft the legislation for the upcoming part [---] BVLOS rule. Interesting name to consider. https://twitter.com/i/web/status/2013640290339299701 https://twitter.com/i/web/status/2013640290339299701"  
[X Link](https://x.com/pennycheck/status/2013640290339299701)  2026-01-20T15:50Z 42.9K followers, 37.6K engagements


"$LASR Naval Surface commander speech today --all in on lasers Continued iteration with USS Prebles HELIOS laser weapons system is another example of this." "Last Fall successful at-sea testing paved the way for future laser weapons systems." " I am committed to advancing laser technology to the fleet" "The dream of a laser on every ship can become a real one. https://twitter.com/i/web/status/2013718272689000500 https://twitter.com/i/web/status/2013718272689000500"  
[X Link](https://x.com/pennycheck/status/2013718272689000500)  2026-01-20T21:00Z 43.1K followers, [----] engagements


"$AMPX provides the batteries to new $TDY new drones. With massive near term inflection with full NDAA compliance in spring. Rather own the hidden picks and shovels behind the leader @pennycheck What about TDY bro @pennycheck What about TDY bro"  
[X Link](https://x.com/pennycheck/status/2014062916941566185)  2026-01-21T19:49Z 43.2K followers, 13.4K engagements


"$IRDM DoD coming hot -- just updated"  
[X Link](https://x.com/pennycheck/status/2014434688849313874)  2026-01-22T20:27Z 42.9K followers, 15K engagements


"$SES DD Drop A few weeks back in a chinese media article there was a quote that was huge from the ceo but obviously didn't get picked up given the source. Here is the translated quote: "Hu Qichao revealed that the company has signed multiple drone battery supply contracts but will not disclose the details and scale of the contracts before releasing its fourth-quarter financial report in early [----]. However he emphasized that these contracts are the beginning of "huge and rapidly growing revenue"." This is big because this would represent a huge pivot from the EV mkt and first meaningful"  
[X Link](https://x.com/pennycheck/status/2015637167930835231)  2026-01-26T04:05Z 42.9K followers, 26.8K engagements


"Kinda annoying when all j did was spend [--] hours a day [--] days a week trying to explain the oppurtunity to everyone of $SKYT when it was under 10$ and I'll i got was Grief from people because insiders were selling so I obviously was wrong here we are a few months later and everyone made its only getting taken out at 400% higher. https://twitter.com/i/web/status/2015767601322840480 https://twitter.com/i/web/status/2015767601322840480"  
[X Link](https://x.com/pennycheck/status/2015767601322840480)  2026-01-26T12:43Z 42.9K followers, [----] engagements


"According to Trace Stevenson of Aerovironment the biggest bottle neck facing the drone industry today is battery cells and motors as most of them are currently coming from china"  
[X Link](https://x.com/pennycheck/status/2015967924855443946)  2026-01-27T01:59Z 43.1K followers, 48K engagements


"@PolymarketMoney @grok based on this projection how much would that make $SATS worth"  
[X Link](https://x.com/pennycheck/status/2016205970192359629)  2026-01-27T17:45Z 43.1K followers, 25.8K engagements


"Speaking of laser weapons Huge implications for $QNTQY today across the pond"  
[X Link](https://x.com/pennycheck/status/2016604625449935257)  2026-01-28T20:09Z 43.1K followers, [----] engagements


"Wait wut is this We casually have airborne laser weapons now (Published yday #breadcrumbs)"  
[X Link](https://x.com/pennycheck/status/2016703884425576754)  2026-01-29T02:44Z 42.9K followers, [----] engagements


""the 'holy grail' in disruptive silicon-anode batteries that enable drones to fly farther and stay airborne longer" $AMPX Needham Initiates $AMPX to Buy PT $20 Analyst comments: "We believe we are in the early innings of a global multi-year unmanned aerial systems supercycle driven by accelerating demand across both defense and commercial markets. We believe AMPX stands out as a key pure-play Needham Initiates $AMPX to Buy PT $20 Analyst comments: "We believe we are in the early innings of a global multi-year unmanned aerial systems supercycle driven by accelerating demand across both defense"  
[X Link](https://x.com/pennycheck/status/2016844690142708107)  2026-01-29T12:03Z 42.9K followers, 18.5K engagements


"Why i think a potential govt shutdown is uniquely bullish for $AMPX in my opinion. [--]. Currently 75% of their revenues are outside of USA so impact minimal to peers. [--]. They expect to be fully NDAA compliant in spring. Any delay in orders and procurement in these critical period of time as AMPX becomes NDAA compliant should only be anywhere from incremently to absurdly positive for amprius https://twitter.com/i/web/status/2016930728865607719 https://twitter.com/i/web/status/2016930728865607719"  
[X Link](https://x.com/pennycheck/status/2016930728865607719)  2026-01-29T17:45Z 43.1K followers, 10.7K engagements


"Wizardry The great repositioning"  
[X Link](https://x.com/pennycheck/status/2016975565316620443)  2026-01-29T20:43Z 42.9K followers, [----] engagements


"Wizardry The great repositioning"  
[X Link](https://x.com/pennycheck/status/2016975570446250449)  2026-01-29T20:43Z 43.1K followers, [----] engagements


"@81Ninjau To a lower degree but yes"  
[X Link](https://x.com/pennycheck/status/2016980208981516668)  2026-01-29T21:02Z 42.9K followers, [---] engagements


"Anduril desperate Woof https://t.co/cJyDeCKB0H Woof https://t.co/cJyDeCKB0H"  
[X Link](https://x.com/pennycheck/status/2016987300983365809)  2026-01-29T21:30Z 43.1K followers, 12.7K engagements


"Hahahaahahahahhahahahahahahahahahahahahahhahahahahah @pennycheck 🤔🤣 they took it down https://t.co/cEHGlFPaVp @pennycheck 🤔🤣 they took it down https://t.co/cEHGlFPaVp"  
[X Link](https://x.com/pennycheck/status/2017036350747218107)  2026-01-30T00:45Z 42.9K followers, 17.9K engagements


"$OPRA Chances we see tons of viral tweets over the weekend about these new updates to chrome In a mkt where $U dropped 30% in a half hour because of a [--] second video inthink chances $OPRA sees strong pressure Were introducing major updates to Gemini in @GoogleChrome for MacOS Windows and Chromebook Plus. Built on Gemini [--] our most intelligent model these powerful new AI features can help you multitask more easily and get the most out of the web 🧵 https://t.co/OxwTdrUrDy Were introducing major updates to Gemini in @GoogleChrome for MacOS Windows and Chromebook Plus. Built on Gemini [--] our"  
[X Link](https://x.com/pennycheck/status/2017307670315716703)  2026-01-30T18:43Z 43.1K followers, 13.7K engagements


"@bobbyheard Nobody realizes yet Lets see what happens over the weekend"  
[X Link](https://x.com/pennycheck/status/2017344481339535553)  2026-01-30T21:09Z 43.1K followers, [----] engagements


"The @Vmaxpax Pitch on volatus at 2Hr 9Min mark is one the most fascinating speculative ideas ive heard in a while. With a lot of room left to dig deeper with the clues. https://x.com/i/spaces/1ypKdqkZYwLGW https://x.com/i/spaces/1ypKdqkZYwLGW"  
[X Link](https://x.com/pennycheck/status/2018114196303450532)  2026-02-02T00:08Z 43K followers, 11.5K engagements


"Its not that warsh is volcker Its that the mkt was ripping to all time highs because it was a expected a dovish fed chair and that's not what 'central casting' gave us. In the end this is a positive for the mkt but mkt needs to re-price from their expectation. The market has decided that Kevin Warsh is Paul Volcker. The market has decided that Kevin Warsh is Paul Volcker"  
[X Link](https://x.com/pennycheck/status/2018171161671065773)  2026-02-02T03:54Z 43.2K followers, 16.1K engagements


"@SJCapitalInvest Add to that mgmt now saying they expect to be fully NDAA compliant 'this spring'"  
[X Link](https://x.com/pennycheck/status/2018345002405863675)  2026-02-02T15:25Z 43.1K followers, [----] engagements


"$CccX Just [--] more weeks till the world understands. Quantum sensing is the future of warfare and there's only one pure leader in the public mkts Clearing the fog of war. Delivering warfighter clarity. Through the @DeptofWar's Quantum and Battlefield Information Dominance (QBID) Critical Technology Area were equipping warfighters with the precision and unmatched situational awareness needed to dominate every domain of https://t.co/Wa9BqVObEU Clearing the fog of war. Delivering warfighter clarity. Through the @DeptofWar's Quantum and Battlefield Information Dominance (QBID) Critical Technology"  
[X Link](https://x.com/pennycheck/status/2018437843505344871)  2026-02-02T21:34Z 43.1K followers, 28.5K engagements


"@spacanpanman SpaceX is no longer a pure play on space Bullish everyone else imo"  
[X Link](https://x.com/pennycheck/status/2018518483311665379)  2026-02-03T02:54Z 42.9K followers, [----] engagements


"Michael Burry transition to simply speculating buyouts for his stocks on his substack will be studied for generations Michael Burrys [--] acquisition picks for $GME: $ADT (Security systems and monitoring) $W (Wayfair - Online retailer for home goods) $AGO (Assured Guaranty - Financial guaranty insurance for municipal and structured finance bonds) https://t.co/cKSJDeZ932 Michael Burrys [--] acquisition picks for $GME: $ADT (Security systems and monitoring) $W (Wayfair - Online retailer for home goods) $AGO (Assured Guaranty - Financial guaranty insurance for municipal and structured finance bonds)"  
[X Link](https://x.com/pennycheck/status/2018521787911577801)  2026-02-03T03:07Z 43.1K followers, 15K engagements


"@TomChataFitness Insane"  
[X Link](https://x.com/pennycheck/status/2018524879629218026)  2026-02-03T03:20Z 42.9K followers, [----] engagements


"Congrats SpaceX equity holders you now own a social media platform where you get the most likes and reposts for how strong of a Hitler keyboard warrior you are. Controversial opinion: We should make them wear ✡s again. Controversial opinion: We should make them wear ✡s again"  
[X Link](https://x.com/pennycheck/status/2018659055263490132)  2026-02-03T12:13Z 43.1K followers, 13.8K engagements


"@kingtutcap + L3Harris"  
[X Link](https://x.com/pennycheck/status/2018680506888437836)  2026-02-03T13:38Z 43.1K followers, [----] engagements


"DOW drone invite list out $RCAT - teal drone $KTOS publics INC. ASCENT AEROSYSTEMS INC AUTERION GOVERNMENT SOLUTIONS INC DZYNE TECHNOLOGIES LLC EWING AEROSPACE LLC FARAGE PRECISION LLC FIRESTORM LABS INC. GENERAL CHERRY CORP GREENSIGHT INC. GRIFFON AEROSPACE INC. HALO AERONAUTICS LLC KRATOS SRE INC. MODALAI INC. NAPATREE TECHNOLOGY LLC NEROS INC. OKSI VENTURES INC. PALADIN DEFENSE SERVICES LLC PERFORMANCE DRONE WORKS LLC RESPONSIBLY LTD SWARM DEFENSE TECHNOLOGIES LLC TEAL DRONES INC UKRAINIAN DEFENSE DRONES TECH CORP VECTOR DEFENSE INC W S DARLEY & CO XTEND REALITY INC. http://ANNO.AI"  
[X Link](https://x.com/pennycheck/status/2018737748216041906)  2026-02-03T17:26Z 43.1K followers, 30.4K engagements


"$LASR mixed shelf offering $LASR nLIGHT Inc. Announces Proposed Public Offering of Common Stock https://t.co/4NGfmIpLuq $LASR nLIGHT Inc. Announces Proposed Public Offering of Common Stock https://t.co/4NGfmIpLuq"  
[X Link](https://x.com/pennycheck/status/2018794514199281880)  2026-02-03T21:11Z 43.1K followers, 15.3K engagements


"@disruptorinvest Ricardo said today that getting this off the balance sheet was actually even bigger news. Current 72M in cash with just 8M of opex which is mostly funded by the govt Excellent position now with zero liability or debt"  
[X Link](https://x.com/pennycheck/status/2018881264913420561)  2026-02-04T02:56Z 43K followers, [----] engagements


"$PYPL The takeaway for me after getting wiped today is im better off focusing capital on small to mid caps. easier to fully understand + easier to gain a edge $PYPL Love today's acquisition rare to find such a cheap stock with such horrid consensus perfectly positioned to take full advantage of one of the biggest future mega trends $PYPL Love today's acquisition rare to find such a cheap stock with such horrid consensus perfectly positioned to take full advantage of one of the biggest future mega trends"  
[X Link](https://x.com/pennycheck/status/2018893092406141003)  2026-02-04T03:43Z 43.1K followers, 19.2K engagements


"Meditating now on how haivf is actually the full circle of the timing trade"  
[X Link](https://x.com/pennycheck/status/2018903460347826315)  2026-02-04T04:24Z 43.1K followers, [----] engagements


"Hearing rumors $IWM and $QQQ are key component suppliers to Anduril 🙌"  
[X Link](https://x.com/pennycheck/status/2019098008223445042)  2026-02-04T17:17Z 43.1K followers, 15.7K engagements


"This is a insane stat Kinda historic day Best guess is fears of no more QE going fwd with Welsh but would appreciate any insights Today is the 4th worst one day % change in momentum vs value since [----] using MS long baskets (so far). Momentum down big. Value up big. Short term % change of the ratio is useful but absolute levels of the ratio over longer term timeframes are not. MS long baskets have long https://t.co/lbKNv352JN Today is the 4th worst one day % change in momentum vs value since [----] using MS long baskets (so far). Momentum down big. Value up big. Short term % change of the ratio"  
[X Link](https://x.com/pennycheck/status/2019131412897780045)  2026-02-04T19:30Z 43.1K followers, 26.7K engagements


"@CarOnPolymarket Kalshi will be out of biz in [--] years Need a @Polymarket for this"  
[X Link](https://x.com/pennycheck/status/2019256330859524388)  2026-02-05T03:46Z 43.2K followers, [----] engagements


"@mansourtarek_ How many criminal prosecutions came because of insider trading you flagged on kalshi (0l"  
[X Link](https://x.com/pennycheck/status/2019417487977447746)  2026-02-05T14:27Z 43.1K followers, [----] engagements


"@Dustin051917 @CarOnPolymarket @Polymarket nothing to do with paying slips"  
[X Link](https://x.com/pennycheck/status/2019456189990375897)  2026-02-05T17:00Z 43.1K followers, [---] engagements


"@keer2cos @CarOnPolymarket @Polymarket please"  
[X Link](https://x.com/pennycheck/status/2019456210668233039)  2026-02-05T17:00Z 43.1K followers, [---] engagements


"@FD_coop_NY You are exactly 100% correct More info coming soon But that is the pot of gold at the end of the rainbow. They also are happy to offer full and complete tour of facilities if your interested in making the trip Not many other humans around there Love to talk"  
[X Link](https://x.com/pennycheck/status/2019802177066221988)  2026-02-06T15:55Z 43.1K followers, [---] engagements


"@EricTheUmpire Imagine not knowing there's a literal pizza hut in the Pentagon"  
[X Link](https://x.com/pennycheck/status/2020331533341716515)  2026-02-08T02:59Z 43.1K followers, [----] engagements


"Sign of the times $LASR just got overnight trading on robinhood"  
[X Link](https://x.com/pennycheck/status/2020665888957993300)  2026-02-09T01:07Z 43.2K followers, [----] engagements


"@DeItaone @carlquintanilla The Kalshi effect"  
[X Link](https://x.com/pennycheck/status/2021262231103520779)  2026-02-10T16:37Z 43.2K followers, [----] engagements


"@JayTodd2 They dont make lasers"  
[X Link](https://x.com/pennycheck/status/2021639185753346352)  2026-02-11T17:35Z 43.2K followers, [---] engagements


"'The Pentagon has been testing this tech for a while now in more remote areas and FAA and Pentagon officials had been scheduled to meet February [--] to review potential impacts and mitigation measures for a test of the laser system""  
[X Link](https://x.com/pennycheck/status/2021647087382016254)  2026-02-11T18:06Z 43.2K followers, 13.4K engagements


"2026 Mega Themes [--]. Orbital compute [--]. Delivery + Commercial Drones [--]. HDI PCB Shortages [--]. Glass Core Substrates [--]. Nuemphoric AI + Infrence at the Edge [--]. BCIs [--]. Space + Subsea Warfare [--]. Agentic Commerce"  
[X Link](https://x.com/pennycheck/status/2006190350373626110)  2025-12-31T02:27Z 43.2K followers, 122.1K engagements


"Big timing acquisition Timing is everything SiTime Is Said Near $3 Billion Deal for Renesas Timing Unit https://t.co/IPX45T0XXJ SiTime Is Said Near $3 Billion Deal for Renesas Timing Unit https://t.co/IPX45T0XXJ"  
[X Link](https://x.com/pennycheck/status/2018900577984676160)  2026-02-04T04:13Z 43.2K followers, 13.7K engagements


"You had me until $ACHR "  
[X Link](https://x.com/pennycheck/status/2019526279444521125)  2026-02-05T21:39Z 43.2K followers, [----] engagements


"$LUNR Just a reminder stock has current short interest down a few ticks today to 29% The LTV $4B contract award they've been talking about for the last year is expected very very soon"  
[X Link](https://x.com/pennycheck/status/2019861061181342178)  2026-02-06T19:49Z 43.2K followers, 21.9K engagements


"$LAW is the most identifiable zero No moat Going to be eroded by everyone"  
[X Link](https://x.com/pennycheck/status/2019872395600015755)  2026-02-06T20:34Z 43.2K followers, 20.2K engagements


"$SHMD + $LASR at ATHs in a week that saw a historic draw down in 'momentum' stocks despite $SHMD yet to give fins and $LASR doing a offering The lesson is clear in my mind Theres a difference between 'momentum' stocks and companies that are pure one of one in US equity mkt starting to inflect"  
[X Link](https://x.com/pennycheck/status/2020323202174468135)  2026-02-08T02:26Z 43.2K followers, 18.8K engagements


"Tough scene here for $LAW on a software recovery day. Would be curious if anyone can tell me something that LAW can do better than the current enterprise offerings from claude and chatgpt $LAW is the most identifiable zero No moat Going to be eroded by everyone $LAW is the most identifiable zero No moat Going to be eroded by everyone"  
[X Link](https://x.com/pennycheck/status/2020914640000073949)  2026-02-09T17:36Z 43.2K followers, 11K engagements


"Very Interesting. AMKR [----] capex guide $2.5B - $3.0B vs $1.3B cons. 3x [----] capex of only $905M"  
[X Link](https://x.com/pennycheck/status/2021024820637376654)  2026-02-10T00:54Z 43.2K followers, 11.2K engagements


"Tarek toasted On Squawk Box Kalshi CEO Tarek Mansour struggles to answer why a Bad Bunny dancer -- who watched rehearsals -- betting on the Halftime Show predictions markets would not be considered insider trading. Sports was estimated to be 90% of betting on Kalshi during the NFL season. https://t.co/4fautTxZhs On Squawk Box Kalshi CEO Tarek Mansour struggles to answer why a Bad Bunny dancer -- who watched rehearsals -- betting on the Halftime Show predictions markets would not be considered insider trading. Sports was estimated to be 90% of betting on Kalshi during the NFL season."  
[X Link](https://x.com/pennycheck/status/2021290583839445109)  2026-02-10T18:30Z 43.2K followers, 13.6K engagements


"@matt_gannon_ Billy ho + DeSantis"  
[X Link](https://x.com/pennycheck/status/2021338219607130454)  2026-02-10T21:39Z 43.2K followers, [----] engagements


"The enormity and understanding of the implications of what just happened will take weeks to settle in"  
[X Link](https://x.com/pennycheck/status/2021605485896417472)  2026-02-11T15:21Z 43.2K followers, 31.8K engagements


"RT @natsecboogie: This very well may be end up being a proof of concept for the military. While the El Paso-Ciudad Jurez border area is we"  
[X Link](https://x.com/pennycheck/status/2021610549541326899)  2026-02-11T15:41Z 43.2K followers, [--] engagements


"New regime One leader"  
[X Link](https://x.com/pennycheck/status/2021621091089711573)  2026-02-11T16:23Z 43.2K followers, [----] engagements


"RT @Oriana0214: A few more details: The counter drone testing includes high-energy laser technologies which pose risk to aircraft. DoD al"  
[X Link](https://x.com/pennycheck/status/2021628249013436827)  2026-02-11T16:51Z 43.2K followers, [--] engagements


"Drones from cartels around the border has been going on at mass scale and well known for a while thats not at all the news here Something unprecedented in our countries history happened today And it's not the existence of cartel drones on the border Stay focused on what truly matters kids https://twitter.com/i/web/status/2021644734473646221 https://twitter.com/i/web/status/2021644734473646221"  
[X Link](https://x.com/pennycheck/status/2021644734473646221)  2026-02-11T17:57Z 43.2K followers, [---] engagements


"So many different versions going around going to need to wait for it all to settle but one thing is clear Its happening. Exe Question is to what extent The FAA and DOW acted swiftly to address a cartel drone incursion. The threat has been neutralized and there is no danger to commercial travel in the region. The restrictions have been lifted and normal flights are resuming. The FAA and DOW acted swiftly to address a cartel drone incursion. The threat has been neutralized and there is no danger to commercial travel in the region. The restrictions have been lifted and normal flights are resuming"  
[X Link](https://x.com/pennycheck/status/2021647893170729102)  2026-02-11T18:09Z 43.2K followers, [----] engagements


"WoW In an interesting coincidence [--] hours before the FAA issued the El Paso NOTAM yesterday evening the DoW published a fact sheet on "Updated Guidance for Countering Unmanned Aircraft Systems in the Homeland." Some notable authorities in the policy: "Grants commanders the https://t.co/NJEe6OFq5v In an interesting coincidence [--] hours before the FAA issued the El Paso NOTAM yesterday evening the DoW published a fact sheet on "Updated Guidance for Countering Unmanned Aircraft Systems in the Homeland." Some notable authorities in the policy: "Grants commanders the https://t.co/NJEe6OFq5v"  
[X Link](https://x.com/pennycheck/status/2021652444615520555)  2026-02-11T18:27Z 43.2K followers, [----] engagements


"they tipped their hand"  
[X Link](https://x.com/pennycheck/status/2021685193753407921)  2026-02-11T20:38Z 43.2K followers, [----] engagements


"Important color from $LASR CEO this morning at Cowan. "Partnerships span ALL major U.S. defense agencies and primes" The enormity and understanding of the implications of what just happened will take weeks to settle in. The enormity and understanding of the implications of what just happened will take weeks to settle in"  
[X Link](https://x.com/pennycheck/status/2021606958168461518)  2026-02-11T15:27Z 43.2K followers, 10.5K engagements


"$DXYZ just disclosed they own Anthropic now"  
[X Link](https://x.com/pennycheck/status/2021691140341158009)  2026-02-11T21:01Z 43.2K followers, [----] engagements


"It is noteworthy that these P-8A Poseidon maritime patrol aircraft leverage rugged edge computing systems supplied by $OSS built on NVIDIA GPUs to process mission-critical sensor data in real time New from @hntrbrkmedia the U.S. is massing reconnaissance aircraft near Venezuela as the U.S. deploys nearly a dozen ships into the region. Puerto Rico now hosts a detachment of Navy P-8A Poseidons conducting surveillance and gathering intelligence across the Caribbean. https://t.co/zHj3Opu0vJ New from @hntrbrkmedia the U.S. is massing reconnaissance aircraft near Venezuela as the U.S. deploys"  
[X Link](https://x.com/pennycheck/status/1961062576835432789)  2025-08-28T13:45Z 43.2K followers, [----] engagements


"LEAK I have a feeling we are getting some very important and strategic acquisition news from $AIP if the image they just loaded on the backend of their website is any indication. time to dig in to Cycuity https://www.arteris.com/wp-content/uploads/2025/12/cybersecurity-announcement.png https://www.arteris.com/wp-content/uploads/2025/12/cybersecurity-announcement.png"  
[X Link](https://x.com/pennycheck/status/1998845500615963126)  2025-12-10T20:01Z 43.2K followers, 16.2K engagements


"What a yr more winners than losers - Super excited to trade the volatility [----] brings list of some conviction Multi-baggers in the past year that we were on way before the crowd and in some cases before anyone - search my feed for receipts $OUST $LPTH $FEIM $CCCX $DPRO $GLXY $ONDS $KTOS $NVTS $VELO $AIP $SKYT $OSS $EOS.ASX $DRO.ASX https://twitter.com/i/web/status/2006472156444602423 https://twitter.com/i/web/status/2006472156444602423"  
[X Link](https://x.com/pennycheck/status/2006472156444602423)  2025-12-31T21:06Z 43.2K followers, 16.1K engagements


"Needham names $UMAC its top pick for [----] on how to play 'the year of the drone' Unusual Machines is positioned at the epicenter of what appears to be a historic inflection in U.S. drone procurement with [----] shaping up to be the first year of a multi-year unmanned systems supercycle. As conflicts abroad accelerate demand for low-cost attritable drones and U.S. policy decisively pivots toward reshoring critical components UMAC stands out as one of the very few NDAA-compliant U.S.-based suppliers of flight-critical drone components. Entering [----] with approximately $20 million in"  
[X Link](https://x.com/pennycheck/status/2008169913492316646)  2026-01-05T13:33Z 43.2K followers, 12.7K engagements


"Something important you need to understand about the US drone industry is at this moment. There is not a lack of strong companies. There is a lack of well capitalized private companies as well as a cramped ability to scale at the pace required now. That is why you here every publicly traded drone CEO in the last few weeks talk about acquisitions. Whoever has the cash + the ability to scale is going to clean up here --- and be very well positioned for the future"  
[X Link](https://x.com/pennycheck/status/2009647944429941013)  2026-01-09T15:26Z 43.2K followers, [----] engagements


"China now joining $APPL $AMD $AVGO $TSLA $INTC into the transformational switch into glass substrate. With only one pure play in the US equity market whose recent contract wins and [----] outlook match everything we are starting to see $SHMD Semiconductor Glass Substrate: China Joins the Competition China is entering the semiconductor glass substrate market. Not only semiconductor-related companies but also display manufacturers are jumping in. With China now joining the glass substrate market that Korea Taiwan Semiconductor Glass Substrate: China Joins the Competition China is entering the"  
[X Link](https://x.com/pennycheck/status/2013072651309183392)  2026-01-19T02:14Z 43.2K followers, 84K engagements


"As mentioned last week After riding $UMAC $RCAT $PDYN $DPRO et all for the last month I re-adjusted my drone exposure to a more picks and shovels approach My current meaningful drone exposure by size Amprius Volatus Ambarella (not pure) Iridium (not pure) SES (small) Positions can and will change at any time https://twitter.com/i/web/status/2014052222200397904 https://twitter.com/i/web/status/2014052222200397904"  
[X Link](https://x.com/pennycheck/status/2014052222200397904)  2026-01-21T19:07Z 43.2K followers, 15.3K engagements


"$RTX seems to of caught up ground too $LMT . 📰 JUST ANNOUNCED: Raytheon completes successful ballistic test for @USArmy's Next Generation Short Range Interceptor (NGSRI). Details: https://t.co/gXcNSYGeB6 https://t.co/DIQ0b42ZR5 📰 JUST ANNOUNCED: Raytheon completes successful ballistic test for @USArmy's Next Generation Short Range Interceptor (NGSRI). Details: https://t.co/gXcNSYGeB6 https://t.co/DIQ0b42ZR5"  
[X Link](https://x.com/pennycheck/status/2018431143184343326)  2026-02-02T21:07Z 43.2K followers, 10.1K engagements


"@fond_diagram5 Yup Lucky for us this has nothing to do with compute and won't be a SPAC for much longer"  
[X Link](https://x.com/pennycheck/status/2018439413416476872)  2026-02-02T21:40Z 43.2K followers, [----] engagements


"Simply amazing $AMPX Ready to scale $AMPX Amprius Secures Strategic U.S.-Based Manufacturing Partner to Scale Domestic Silicon Anode Battery Production https://t.co/pPqh4DEd5g $AMPX Amprius Secures Strategic U.S.-Based Manufacturing Partner to Scale Domestic Silicon Anode Battery Production https://t.co/pPqh4DEd5g"  
[X Link](https://x.com/pennycheck/status/2018679415295635706)  2026-02-03T13:34Z 43.2K followers, 24.8K engagements


"complete and total game changer news today read it carefully :)"  
[X Link](https://x.com/pennycheck/status/2018696139206213957)  2026-02-03T14:40Z 43.2K followers, 23K engagements


"@JacobKeeton20 Holy crap well done --"  
[X Link](https://x.com/pennycheck/status/2019272848607461758)  2026-02-05T04:52Z 43.2K followers, [---] engagements


"What am I missing here Well sourced media outlet says Netflix isn't doing a super bowl ad this year. Did a a few searches and did not find anything to indicate they are doing one this yr bur prediction mkt still has odds on the will air a ad"  
[X Link](https://x.com/pennycheck/status/2020334916647448826)  2026-02-08T03:12Z 43.2K followers, 15.4K engagements


"@Mike10947310 https://www.justice.gov/epstein/files/DataSet%2011/EFTA02217790.pdf https://www.justice.gov/epstein/files/DataSet%2011/EFTA02217790.pdf"  
[X Link](https://x.com/pennycheck/status/2020991417246503172)  2026-02-09T22:41Z 43.2K followers, [----] engagements


"@TedWilliams1930 @livermore1923 @MedsTrades @Crowhurst68 They do have a ATM open if they need it but see earnings call they feel like they enough cash to fund the 12-15 months"  
[X Link](https://x.com/pennycheck/status/2021032493676159458)  2026-02-10T01:24Z 43.2K followers, [---] engagements


"there are markets on random nba games every night what word the announcer will say --- nothing to do with sports betting --- they create mkts that are only information based--people trading either know or are suckers ---- all under the absurd legal guise that these qualify as "event contracts" because of the economic impact it has on the world please explain the economic impact the announcer in the lakers game last night saying the word 'ankle' has kalshi led by tarek has chosen the strategy to push as fast and hard as humanly possible in this window instead of setting up this company for"  
[X Link](https://x.com/pennycheck/status/2021292348651548700)  2026-02-10T18:37Z 43.2K followers, [---] engagements


"'Anduril and skydio dont work in Ukraine' - Lito Villanueva"  
[X Link](https://x.com/pennycheck/status/2019585986272108642)  2026-02-06T01:36Z 43.2K followers, [----] engagements


"'Experimental counter drone technologies ' Also see the @DoWCTO pinned tweet Ty Todays Temporary Flight Restriction (TFR) issued by the Federal Aviation Administration (FAA) for the next ten days over El Paso is reportedly due to counter-drone operations by the U.S. Armed Forces targeting the cartels in Mexico utilizing experimental technologies from Biggs https://t.co/mcPSKiGGSP Todays Temporary Flight Restriction (TFR) issued by the Federal Aviation Administration (FAA) for the next ten days over El Paso is reportedly due to counter-drone operations by the U.S. Armed Forces targeting the"  
[X Link](https://x.com/pennycheck/status/2021583904264581447)  2026-02-11T13:55Z 43.2K followers, [----] engagements


"Last few weeks -trump says iron beam is us tech -DOW tweets all day about how laser weapons are here - cto of dow makes a laser weapon post its pinned tweet - trump talks about top secret weapon used in vz called discombobulated - dow deletes photo uploaded described as damage from airborne laser attack on testing site - $LASR announcing huge capacity expansion/ does dilutive raise and stocks still rips higher - confirmed multiple sources air space shut down due to high energy laser weapons - nlight says at cowan they are in every prime and every govt agency laser weapon program."  
[X Link](https://x.com/pennycheck/status/2021640331939234216)  2026-02-11T17:39Z 43.2K followers, 17.6K engagements


"'Its like DHS is trying to hide the fact that their spec ops group is there with the laser gun. U.S. military source just told me the same: this was DHS: Every General and Admiral at NORTHCOM is pissed that DHS did an operation and told no one because homeland defense is what NORTHCOM does. Even the base commander at Ft. Bliss called the Pentagon and NORTHCOM furious about U.S. military source just told me the same: this was DHS: Every General and Admiral at NORTHCOM is pissed that DHS did an operation and told no one because homeland defense is what NORTHCOM does. Even the base commander at"  
[X Link](https://x.com/pennycheck/status/2021788513394372650)  2026-02-12T03:28Z 43.2K followers, [----] engagements

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